Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DD	DUPONT DE NEMOURS INC	7,142,842	$459M	6.7%	$26.45	-7.4%	COM	26614N102
GOOG	ALPHABET INC	309,082	$413M	6.0%	$54.33	+17.9%	CAP STK CL C	02079K107
BABA	ALIBABA GROUP HLDG LTD	1,914,349	$406M	5.9%	$164.57	—	SPONSORED ADS	01609W102
MNST	MONSTER BEVERAGE CORP NEW	5,383,179	$342M	5.0%	$29.87	-1.7%	COM	61174X109
DXC	DXC TECHNOLOGY CO	8,991,796	$338M	4.9%	$60.58	-47.4%	COM	23355L106
VISN	COMMSCOPE HLDG CO INC	19,326,308	$274M	4.0%	$23.02	-43.7%	COM	20337X109
ALNY	ALNYLAM PHARMACEUTICALS INC	2,260,897	$260M	3.8%	$85.74	+16.3%	COM	02043Q107
NFLX	NETFLIX INC	804,574	$260M	3.8%	$31.11	-4.7%	COM	64110L106
TMUS	T MOBILE US INC	2,643,912	$207M	3.0%	$61.41	+23.8%	COM	872590104
CCK	CROWN HOLDINGS INC	2,830,353	$205M	3.0%	$67.77	0.0%	COM	228368106
CNC	CENTENE CORP DEL	3,163,851	$199M	2.9%	$57.02	-4.9%	COM	15135B101
—	MEDICINES CO	2,176,487	$185M	2.7%	$25.09	—	COM	584688105
HUM	HUMANA INC	465,779	$171M	2.5%	$252.01	+19.2%	COM	444859102
STNE	STONECO LTD	4,241,070	$169M	2.5%	$33.93	—	COM CL A	G85158106
—	FLEETCOR TECHNOLOGIES INC	565,729	$163M	2.4%	$287.51	—	COM	339041105
WLK	WESTLAKE CHEM CORP	2,312,723	$162M	2.4%	$58.65	+3.6%	COM	960413102
LOW	LOWES COS INC	1,232,060	$148M	2.1%	$81.38	+25.8%	COM	548661107
—	PERSPECTA INC	5,376,510	$142M	2.1%	$21.87	—	COM	715347100
BTI	BRITISH AMERN TOB PLC	2,444,145	$104M	1.5%	$50.84	—	SPONSORED ADR	110448107
MSFT	MICROSOFT CORP	613,309	$96.72M	1.4%	$77.40	+79.9%	COM	594918104
—	ATARA BIOTHERAPEUTICS INC	4,958,431	$81.67M	1.2%	$20.09	—	COM	046513107
—	NEKTAR THERAPEUTICS	3,241,234	$69.96M	1.0%	$21.58	—	COM	640268108
DLTR	DOLLAR TREE INC	727,300	$68.4M	1.0%	$104.97	0.0%	COM	256746108
XP	XP INC	1,728,206	$66.57M	1.0%	$37.54	0.0%	CL A	G98239109
AVTR	AVANTOR INC	3,644,368	$66.14M	1.0%	$15.92	0.0%	COM	05352A100
INTC	INTEL CORP	1,076,938	$64.45M	0.9%	$48.59	+1.4%	COM	458140100
AGCO	AGCO CORP	783,615	$60.53M	0.9%	$61.37	+3.9%	COM	001084102
ADBE	ADOBE INC	178,534	$58.88M	0.9%	$261.38	+12.6%	COM	00724F101
FTDR	FRONTDOOR INC	932,500	$44.22M	0.6%	$46.84	0.0%	COM	35905A109
SYNA	SYNAPTICS INC	606,942	$39.92M	0.6%	$52.69	0.0%	COM	87157D109
WDC	WESTERN DIGITAL CORP	621,043	$39.42M	0.6%	$40.69	0.0%	COM	958102105
H	HYATT HOTELS CORP	423,164	$37.96M	0.6%	$76.49	+0.3%	COM CL A	448579102
KKR	KKR & CO INC	1,158,156	$33.78M	0.5%	$21.93	+22.0%	CL A	48251W104
—	GRUBHUB INC	669,176	$32.55M	0.5%	$48.64	—	COM	400110102
QSR	RESTAURANT BRANDS INTL INC	449,634	$28.67M	0.4%	$73.74	-9.2%	COM	76131D103
COST	COSTCO WHSL CORP NEW	86,244	$25.35M	0.4%	$268.65	+1.1%	COM	22160K105
WSM	WILLIAMS SONOMA INC	305,507	$22.44M	0.3%	$30.70	0.0%	COM	969904101
CAR	AVIS BUDGET GROUP INC	619,340	$19.97M	0.3%	$28.48	+0.0%	COM	053774105
CMG	CHIPOTLE MEXICAN GRILL INC	21,945	$18.37M	0.3%	$16.05	0.0%	COM	169656105
FTNT	FORTINET INC	169,563	$18.1M	0.3%	$16.29	+15.5%	COM	34959E109
AAPL	APPLE INC	52,323	$15.37M	0.2%	$46.44	+33.5%	COM	037833100
CHGG	CHEGG INC	399,120	$15.13M	0.2%	$34.99	0.0%	COM	163092109
NKE	NIKE INC	148,814	$15.08M	0.2%	$86.82	0.0%	CL B	654106103
PZZA	PAPA JOHNS INTL INC	229,467	$14.49M	0.2%	$49.40	+2.6%	COM	698813102
TAK	TAKEDA PHARMACEUTICAL CO LTD	716,145	$14.13M	0.2%	$19.59	—	SPONSORED ADS	874060205
PANW	PALO ALTO NETWORKS INC	60,389	$13.96M	0.2%	$35.83	+5.6%	COM	697435105
DEO	DIAGEO P L C	82,209	$13.85M	0.2%	$164.92	—	SPON ADR NEW	25243Q205
SAM	BOSTON BEER INC	35,408	$13.38M	0.2%	$345.41	+9.0%	CL A	100557107
MKC	MCCORMICK & CO INC	78,634	$13.35M	0.2%	$72.91	+0.5%	COM NON VTG	579780206
DAL	DELTA AIR LINES INC DEL	227,840	$13.32M	0.2%	$54.09	0.0%	COM NEW	247361702
SNBR	SLEEP NUMBER CORP	268,918	$13.24M	0.2%	$47.34	+0.4%	COM	83125X103
POST	POST HLDGS INC	118,717	$12.95M	0.2%	$68.42	0.0%	COM	737446104
KSS	KOHLS CORP	253,361	$12.91M	0.2%	$50.45	+0.8%	COM	500255104
GIS	GENERAL MLS INC	240,440	$12.88M	0.2%	$43.39	-1.4%	COM	370334104
WIX	WIX COM LTD	102,349	$12.53M	0.2%	$130.32	-6.1%	SHS	M98068105
OXM	OXFORD INDS INC	164,548	$12.41M	0.2%	$71.90	+0.4%	COM	691497309
JNJ	JOHNSON & JOHNSON	76,700	$11.19M	0.2%	$109.51	+4.2%	COM	478160104
CROX	CROCS INC	266,754	$11.17M	0.2%	$24.23	+44.2%	COM	227046109
F	FORD MTR CO DEL	1,192,862	$11.09M	0.2%	$6.82	-2.1%	COM	345370860
UI	UBIQUITI INC	57,141	$10.8M	0.2%	$120.85	+33.5%	COM	90353W103
ABT	ABBOTT LABS	122,337	$10.63M	0.2%	$75.70	-0.5%	COM	002824100
—	NORDSTROM INC	248,772	$10.18M	0.1%	$35.74	—	COM	655664100
NTAP	NETAPP INC	158,225	$9.85M	0.1%	$49.06	+0.5%	COM	64110D104
ORCL	ORACLE CORP	181,871	$9.636M	0.1%	$50.18	+0.5%	COM	68389X105
MUSA	MURPHY USA INC	82,012	$9.595M	0.1%	$88.68	+18.2%	COM	626755102
ELF	E L F BEAUTY INC	579,391	$9.346M	0.1%	$15.11	+10.1%	COM	26856L103
LUV	SOUTHWEST AIRLS CO	169,041	$9.125M	0.1%	$49.11	+4.4%	COM	844741108
HD	HOME DEPOT INC	41,416	$9.044M	0.1%	$180.82	+7.8%	COM	437076102
—	L BRANDS INC	485,132	$8.791M	0.1%	$19.59	—	COM	501797104
LULU	LULULEMON ATHLETICA INC	37,481	$8.683M	0.1%	$133.67	+59.4%	COM	550021109
SMG	SCOTTS MIRACLE GRO CO	79,045	$8.393M	0.1%	$79.96	+1.4%	CL A	810186106
GAP	GAP INC	473,709	$8.375M	0.1%	$13.84	0.0%	COM	364760108
WHR	WHIRLPOOL CORP	55,665	$8.212M	0.1%	$142.36	+6.1%	COM	963320106
CPB	CAMPBELL SOUP CO	162,777	$8.044M	0.1%	$37.05	+4.7%	COM	134429109
XYL	XYLEM INC	98,410	$7.754M	0.1%	$72.72	-0.4%	COM	98419M100
HPQ	HP INC	377,050	$7.748M	0.1%	$15.69	-2.4%	COM	40434L105
—	LAM RESEARCH CORP	26,422	$7.726M	0.1%	$159.09	—	COM	512807108
AMD	ADVANCED MICRO DEVICES INC	167,519	$7.682M	0.1%	$31.36	+17.4%	COM	007903107
SHW	SHERWIN WILLIAMS CO	13,111	$7.651M	0.1%	$135.60	+33.2%	COM	824348106
INTU	INTUIT	28,812	$7.547M	0.1%	$251.45	0.0%	COM	461202103
EAT	BRINKER INTL INC	178,587	$7.501M	0.1%	$39.04	+8.5%	COM	109641100
LOGI	LOGITECH INTL S A	157,048	$7.439M	0.1%	$36.73	+6.1%	SHS	H50430232
BMY	BRISTOL MYERS SQUIBB CO	115,253	$7.398M	0.1%	$38.26	+18.1%	COM	110122108
LZB	LA Z BOY INC	233,616	$7.354M	0.1%	$32.26	+3.9%	COM	505336107
—	SIX FLAGS ENTMT CORP NEW	161,583	$7.289M	0.1%	$45.11	—	COM	83001A102
—	BED BATH & BEYOND INC	419,956	$7.265M	0.1%	$11.22	—	COM	075896100
QRVO	QORVO INC	61,298	$7.125M	0.1%	$79.92	+21.0%	COM	74736K101
BWA	BORGWARNER INC	158,896	$6.893M	0.1%	$33.34	0.0%	COM	099724106
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	53,946	$6.605M	0.1%	$122.16	-0.3%	COM	874054109
ZUMZ	ZUMIEZ INC	190,667	$6.586M	0.1%	$24.63	+28.4%	COM	989817101
COR	AMERISOURCEBERGEN CORP	77,294	$6.572M	0.1%	$70.30	+1.3%	COM	03073E105
ORLY	O REILLY AUTOMOTIVE INC NEW	14,923	$6.54M	0.1%	$21.03	+36.0%	COM	67103H107
WING	WINGSTOP INC	73,585	$6.345M	0.1%	$76.85	+8.0%	COM	974155103
RS	RELIANCE STEEL & ALUMINUM CO	50,816	$6.086M	0.1%	$109.46	+3.4%	COM	759509102
HELE	HELEN OF TROY CORP LTD	33,555	$6.033M	0.1%	$160.40	0.0%	COM	G4388N106
ZBRA	ZEBRA TECHNOLOGIES CORP	23,483	$5.998M	0.1%	$203.23	+15.1%	CL A	989207105
AR	ANTERO RES CORP	2,092,135	$5.963M	0.1%	$2.55	0.0%	COM	03674X106
CRI	CARTERS INC	52,469	$5.737M	0.1%	$83.04	0.0%	COM	146229109
CTAS	CINTAS CORP	21,276	$5.725M	0.1%	$59.93	+3.3%	COM	172908105
KO	COCA COLA CO	102,871	$5.694M	0.1%	$44.51	0.0%	COM	191216100
—	FIREEYE INC	344,356	$5.692M	0.1%	$14.54	—	COM	31816Q101
ALGN	ALIGN TECHNOLOGY INC	20,162	$5.626M	0.1%	$281.71	-11.5%	COM	016255101
—	ANSYS INC	21,363	$5.499M	0.1%	$204.83	—	COM	03662Q105
FTCHQ	FARFETCH LTD	530,718	$5.493M	0.1%	$10.84	-17.2%	ORD SH CL A	30744W107
DVN	DEVON ENERGY CORP NEW	204,646	$5.315M	0.1%	$18.06	-9.7%	COM	25179M103
PVH	PVH CORP	49,909	$5.248M	0.1%	$94.55	0.0%	COM	693656100
UHS	UNIVERSAL HLTH SVCS INC	36,203	$5.194M	0.1%	$138.77	-0.2%	CL B	913903100
HON	HONEYWELL INTL INC	29,311	$5.188M	0.1%	$142.89	+0.7%	COM	438516106
GD	GENERAL DYNAMICS CORP	28,880	$5.093M	0.1%	$155.87	0.0%	COM	369550108
—	HOSTESS BRANDS INC	348,071	$5.061M	0.1%	$14.10	—	CL A	44109J106
CHDN	CHURCHILL DOWNS INC	36,584	$5.019M	0.1%	$43.69	+45.7%	COM	171484108
SYY	SYSCO CORP	58,026	$4.964M	0.1%	$68.51	0.0%	COM	871829107
WH	WYNDHAM HOTELS & RESORTS INC	78,554	$4.934M	0.1%	$54.66	+1.6%	COM	98311A105
BKNG	BOOKING HLDGS INC	2,397	$4.923M	0.1%	$1769.35	+9.2%	COM	09857L108
—	PLAYAGS INC	403,757	$4.898M	0.1%	$12.13	—	COM	72814N104
MZTI	LANCASTER COLONY CORP	30,303	$4.852M	0.1%	$150.04	+0.3%	COM	513847103
—	NATIONAL GEN HLDGS CORP	217,469	$4.806M	0.1%	$22.10	—	COM	636220303
HUN	HUNTSMAN CORP	198,270	$4.79M	0.1%	$23.16	0.0%	COM	447011107
—	VIACOMCBS INC	114,079	$4.788M	0.1%	$41.97	—	CL B	92556H206
SLM	SLM CORP	537,261	$4.787M	0.1%	$8.69	0.0%	COM	78442P106
AAMI	BRIGHTSPHERE INVT GROUP INC	467,203	$4.775M	0.1%	$9.43	0.0%	COM	10948W103
TRIP	TRIPADVISOR INC	156,939	$4.768M	0.1%	$44.17	-28.9%	COM	896945201
OPLN	KAR AUCTION SVCS INC	218,762	$4.767M	0.1%	$21.98	+3.7%	COM	48238T109
—	CNOOC LTD	28,576	$4.763M	0.1%	$194.83	—	SPONSORED ADR	126132109
—	INTELSAT S A	676,060	$4.753M	0.1%	$7.03	—	COM	L5140P101
BFH	ALLIANCE DATA SYSTEMS CORP	42,342	$4.751M	0.1%	$79.21	0.0%	COM	018581108
HCC	WARRIOR MET COAL INC	224,019	$4.734M	0.1%	$20.42	0.0%	COM	93627C101
—	MEET GROUP INC	943,820	$4.729M	0.1%	$5.01	—	COM	58513U101
CF	CF INDS HLDGS INC	99,039	$4.728M	0.1%	$39.27	+2.5%	COM	125269100
VOYA	VOYA FINL INC	77,103	$4.702M	0.1%	$48.05	+6.0%	COM	929089100
UPBD	RENT A CTR INC NEW	161,744	$4.665M	0.1%	$26.13	0.0%	COM	76009N100
DVA	DAVITA INC	62,106	$4.66M	0.1%	$58.10	+14.2%	COM	23918K108
MS	MORGAN STANLEY	91,126	$4.658M	0.1%	$41.09	-4.9%	COM NEW	617446448
—	ACACIA COMMUNICATIONS INC	68,389	$4.637M	0.1%	$65.40	—	COM	00401C108
VRSN	VERISIGN INC	24,028	$4.63M	0.1%	$203.76	-8.6%	COM	92343E102
IP	INTL PAPER CO	100,494	$4.628M	0.1%	$30.95	+3.0%	COM	460146103
COF	CAPITAL ONE FINL CORP	44,917	$4.622M	0.1%	$80.50	+7.8%	COM	14040H105
—	HORIZON THERAPEUTICS PUB LTD	127,436	$4.613M	0.1%	$24.06	—	SHS	G46188101
—	E TRADE FINANCIAL CORP	101,610	$4.61M	0.1%	$51.77	—	COM NEW	269246401
TECK	TECK RESOURCES LTD	265,078	$4.604M	0.1%	$27.08	-39.8%	CL B	878742204
LKQ	LKQ CORP	128,977	$4.604M	0.1%	$30.49	0.0%	COM	501889208
—	LOGMEIN INC	53,635	$4.599M	0.1%	$73.68	—	COM	54142L109
STZ	CONSTELLATION BRANDS INC	24,172	$4.587M	0.1%	$183.90	-7.2%	CL A	21036P108
PCRX	PACIRA BIOSCIENCES	101,219	$4.585M	0.1%	$39.91	+6.4%	COM	695127100
NXPI	NXP SEMICONDUCTORS N V	35,999	$4.581M	0.1%	$86.89	+20.5%	COM	N6596X109
LPLA	LPL FINL HLDGS INC	49,148	$4.534M	0.1%	$72.07	+19.1%	COM	50212V100
ALK	ALASKA AIR GROUP INC	66,873	$4.531M	0.1%	$59.56	+13.7%	COM	011659109
GLNG	GOLAR LNG LTD BERMUDA	318,526	$4.529M	0.1%	$12.31	0.0%	SHS	G9456A100
AMP	AMERIPRISE FINL INC	27,171	$4.526M	0.1%	$126.36	+10.4%	COM	03076C106
TEVA	TEVA PHARMACEUTICAL INDS LTD	461,715	$4.525M	0.1%	$6.88	—	SPONSORED ADS	881624209
PBR	PETROLEO BRASILEIRO SA PETRO	283,528	$4.519M	0.1%	$10.32	—	SPONSORED ADR	71654V408
—	DISCOVERY INC	137,914	$4.515M	0.1%	$30.70	—	COM SER A	25470F104
—	STARS GROUP INC	172,762	$4.507M	0.1%	$26.09	—	COM	85570W100
UBER	UBER TECHNOLOGIES INC	150,071	$4.463M	0.1%	$42.45	-30.1%	COM	90353T100
TPR	TAPESTRY INC	165,158	$4.454M	0.1%	$22.49	0.0%	COM	876030107
BKE	BUCKLE INC	163,935	$4.433M	0.1%	$10.42	+16.6%	COM	118440106
EXPE	EXPEDIA GROUP INC	40,879	$4.421M	0.1%	$124.16	-6.8%	COM NEW	30212P303
NTB	BANK OF NT BUTTERFIELD&SON L	119,255	$4.415M	0.1%	$25.11	-3.4%	SHS NEW	G0772R208
RYAAY	RYANAIR HLDGS PLC	50,306	$4.407M	0.1%	$87.60	—	SPONSORED ADS	783513203
QCOM	QUALCOMM INC	49,915	$4.404M	0.1%	$62.71	+16.2%	COM	747525103
OMF	ONEMAIN HLDGS INC	103,799	$4.375M	0.1%	$30.95	+30.6%	COM	68268W103
GDOT	GREEN DOT CORP	187,530	$4.369M	0.1%	$24.93	0.0%	CL A	39304D102
—	SVMK INC	244,490	$4.369M	0.1%	$17.87	—	COM	78489X103
UAL	UNITED AIRLINES HLDGS INC	49,344	$4.347M	0.1%	$87.47	+2.6%	COM	910047109
KT	KT CORP	374,414	$4.343M	0.1%	$11.60	—	SPONSORED ADR	48268K101
BHC	BAUSCH HEALTH COS INC	144,798	$4.332M	0.1%	$23.23	+11.9%	COM	071734107
—	58 COM INC	66,905	$4.331M	0.1%	$64.95	—	SPON ADR REP A	31680Q104
—	HERTZ GLOBAL HLDGS INC	274,979	$4.331M	0.1%	$15.75	—	COM	42806J106
LNWO	SCIENTIFIC GAMES CORP	161,482	$4.324M	0.1%	$20.59	+25.0%	COM	80874P109
NAVI	NAVIENT CORPORATION	314,344	$4.3M	0.1%	$13.33	+1.0%	COM	63938C108
SATS	ECHOSTAR CORP	99,248	$4.298M	0.1%	$40.13	0.0%	CL A	278768106
—	MELLANOX TECHNOLOGIES LTD	36,621	$4.291M	0.1%	$110.67	—	SHS	M51363113
—	ALLERGAN PLC	22,441	$4.29M	0.1%	$146.41	—	SHS	G0177J108
CACC	CREDIT ACCEP CORP MICH	9,652	$4.269M	0.1%	$292.48	+50.6%	COM	225310101
—	BRF SA	490,322	$4.266M	0.1%	$8.70	—	SPONSORED ADR	10552T107
—	HANESBRANDS INC	286,816	$4.259M	0.1%	$16.09	—	COM	410345102
EBAY	EBAY INC	117,435	$4.241M	0.1%	$31.26	+4.4%	COM	278642103
META	FACEBOOK INC	20,558	$4.22M	0.1%	$120.94	+59.0%	CL A	30303M102
TTC	TORO CO	52,534	$4.185M	0.1%	$66.68	+14.8%	COM	891092108
—	RITCHIE BROS AUCTIONEERS	97,279	$4.178M	0.1%	$42.95	—	COM	767744105
—	NEW ORIENTAL ED & TECH GRP I	34,292	$4.158M	0.1%	$84.92	—	SPON ADR	647581107
—	CIT GROUP INC	91,020	$4.153M	0.1%	$49.80	—	COM NEW	125581801
—	TRUECAR INC	870,773	$4.136M	0.1%	$3.40	—	COM	89785L107
—	FIAT CHRYSLER AUTOMOBILES N	280,885	$4.126M	0.1%	$16.99	—	SHS	N31738102
—	SANTANDER CONSUMER USA HDG I	176,487	$4.125M	0.1%	$16.30	—	COM	80283M101
CDNS	CADENCE DESIGN SYSTEM INC	59,219	$4.107M	0.1%	$36.41	+84.2%	COM	127387108
GLW	CORNING INC	139,995	$4.075M	0.1%	$24.93	-2.0%	COM	219350105
—	CITRIX SYS INC	36,696	$4.07M	0.1%	$110.91	—	COM	177376100
—	MIMECAST LTD	93,548	$4.058M	0.1%	$35.67	—	ORD SHS	G14838109
NTES	NETEASE INC	13,229	$4.057M	0.1%	$235.37	—	SPONSORED ADS	64110W102
ERIC	ERICSSON	461,740	$4.054M	0.1%	$8.78	—	ADR B SEK 10	294821608
—	VEON LTD	1,583,689	$4.007M	0.1%	$2.40	—	SPONSORED ADR	91822M106
BTU	PEABODY ENERGY CORP NEW	432,580	$3.945M	0.1%	$23.33	-52.8%	COM	704551100
TXN	TEXAS INSTRS INC	30,726	$3.942M	0.1%	$88.68	+17.0%	COM	882508104
HTT	QUDIAN INC	835,654	$3.936M	0.1%	$6.20	—	ADR	747798106
CAL	CALERES INC	165,568	$3.932M	0.1%	$18.69	+9.2%	COM	129500104
—	FLIR SYS INC	73,827	$3.844M	0.1%	$52.52	—	COM	302445101
—	MALLINCKRODT PUB LTD CO	1,084,888	$3.786M	0.1%	$3.49	—	SHS	G5785G107
MGM	MGM RESORTS INTERNATIONAL	111,282	$3.702M	0.1%	$26.17	+15.1%	COM	552953101
HCA	HCA HEALTHCARE INC	25,039	$3.701M	0.1%	$123.55	+3.3%	COM	40412C101
—	MOMO INC	109,426	$3.666M	0.1%	$35.80	—	ADR	60879B107
PYPL	PAYPAL HLDGS INC	33,796	$3.656M	0.1%	$109.90	-5.4%	COM	70450Y103
—	RAYTHEON CO	15,018	$3.3M	0.0%	$196.18	—	COM NEW	755111507
JKHY	HENRY JACK & ASSOC INC	22,434	$3.268M	0.0%	$127.92	+6.0%	COM	426281101
CBRL	CRACKER BARREL OLD CTRY STOR	21,193	$3.258M	0.0%	$124.59	0.0%	COM	22410J106
RRGB	RED ROBIN GOURMET BURGERS IN	98,539	$3.254M	0.0%	$30.48	-3.1%	COM	75689M101
SCVL	SHOE CARNIVAL INC	86,896	$3.239M	0.0%	$16.31	+8.4%	COM	824889109
—	DUNKIN BRANDS GROUP INC	40,150	$3.033M	0.0%	$75.54	—	COM	265504100
COLM	COLUMBIA SPORTSWEAR CO	30,006	$3.006M	0.0%	$87.69	0.0%	COM	198516106
LYB	LYONDELLBASELL INDUSTRIES N	31,796	$3.004M	0.0%	$55.39	+10.4%	SHS - A -	N53745100
IRBTQ	IROBOT CORP	59,265	$3.001M	0.0%	$79.62	-36.9%	COM	462726100
ADSK	AUTODESK INC	16,206	$2.973M	0.0%	$149.97	+8.1%	COM	052769106
LPX	LOUISIANA PAC CORP	99,054	$2.939M	0.0%	$28.24	0.0%	COM	546347105
SAH	SONIC AUTOMOTIVE INC	93,881	$2.91M	0.0%	$31.63	0.0%	CL A	83545G102
CSCO	CISCO SYS INC	60,598	$2.906M	0.0%	$38.56	0.0%	COM	17275R102
KR	KROGER CO	96,465	$2.797M	0.0%	$23.26	0.0%	COM	501044101
HLT	HILTON WORLDWIDE HLDGS INC	24,636	$2.732M	0.0%	$93.39	+5.9%	COM	43300A203
HAIN	HAIN CELESTIAL GROUP INC	104,673	$2.717M	0.0%	$23.89	0.0%	COM	405217100
UNH	UNITEDHEALTH GROUP INC	9,095	$2.674M	0.0%	$236.60	0.0%	COM	91324P102
RL	RALPH LAUREN CORP	22,723	$2.664M	0.0%	$105.20	-10.9%	CL A	751212101
—	ACTIVISION BLIZZARD INC	43,971	$2.613M	0.0%	$55.55	—	COM	00507V109
—	CAESARS ENTMT CORP	189,501	$2.577M	0.0%	$13.60	—	COM	127686103
AXTA	AXALTA COATING SYS LTD	84,773	$2.577M	0.0%	$29.49	-0.0%	COM	G0750C108
DIS	DISNEY WALT CO	17,737	$2.565M	0.0%	$135.71	0.0%	COM DISNEY	254687106
UNP	UNION PACIFIC CORP	13,855	$2.505M	0.0%	$147.53	+1.2%	COM	907818108
MUR	MURPHY OIL CORP	93,104	$2.495M	0.0%	$18.40	0.0%	COM	626717102
AA	ALCOA CORP	115,367	$2.482M	0.0%	$26.21	-24.6%	COM	013872106
FIS	FIDELITY NATL INFORMATION SV	17,668	$2.457M	0.0%	$117.89	+0.6%	COM	31620M106
—	GENERAL ELECTRIC CO	219,700	$2.452M	0.0%	$9.74	—	COM	369604103
ETSY	ETSY INC	55,277	$2.449M	0.0%	$50.89	-6.4%	COM	29786A106
KLAC	KLA CORPORATION	13,714	$2.443M	0.0%	$155.73	0.0%	COM NEW	482480100
ROK	ROCKWELL AUTOMATION INC	11,998	$2.432M	0.0%	$166.41	0.0%	COM	773903109
—	WALGREENS BOOTS ALLIANCE INC	41,032	$2.419M	0.0%	$56.70	—	COM	931427108
TRMB	TRIMBLE INC	57,981	$2.417M	0.0%	$39.98	-0.5%	COM	896239100
—	CASTLIGHT HEALTH INC	1,815,514	$2.415M	0.0%	$11.28	—	CL B	14862Q100
CVX	CHEVRON CORP NEW	19,897	$2.398M	0.0%	$89.68	0.0%	COM	166764100
WM	WASTE MGMT INC DEL	20,997	$2.393M	0.0%	$103.71	-1.6%	COM	94106L109
SLAB	SILICON LABORATORIES INC	20,456	$2.372M	0.0%	$109.67	0.0%	COM	826919102
ITW	ILLINOIS TOOL WKS INC	13,071	$2.348M	0.0%	$146.29	0.0%	COM	452308109
CAG	CONAGRA BRANDS INC	68,531	$2.347M	0.0%	$22.18	+1.3%	COM	205887102
AVT	AVNET INC	54,443	$2.311M	0.0%	$35.15	0.0%	COM	053807103
SABR	SABRE CORP	101,987	$2.289M	0.0%	$22.74	-2.5%	COM	78573M104
—	CRANE CO	26,492	$2.288M	0.0%	$83.43	—	COM	224399105
IDXX	IDEXX LABS INC	8,688	$2.269M	0.0%	$263.51	0.0%	COM	45168D104
—	KANSAS CITY SOUTHERN	14,790	$2.265M	0.0%	$139.82	—	COM NEW	485170302
OC	OWENS CORNING NEW	34,425	$2.242M	0.0%	$49.86	+28.4%	COM	690742101
CGNX	COGNEX CORP	39,524	$2.215M	0.0%	$48.62	0.0%	COM	192422103
NEU	NEWMARKET CORP	4,519	$2.199M	0.0%	$422.68	0.0%	COM	651587107
XPO	XPO LOGISTICS INC	27,428	$2.186M	0.0%	$27.48	0.0%	COM	983793100
LOCO	EL POLLO LOCO HLDGS INC	143,535	$2.173M	0.0%	$13.97	0.0%	COM	268603107
MSM	MSC INDL DIRECT INC	27,697	$2.173M	0.0%	$71.83	+2.8%	CL A	553530106
IEX	IDEX CORP	12,600	$2.167M	0.0%	$151.93	-1.1%	COM	45167R104
SWK	STANLEY BLACK & DECKER INC	13,047	$2.162M	0.0%	$128.58	0.0%	COM	854502101
AOS	SMITH A O CORP	45,096	$2.148M	0.0%	$43.33	0.0%	COM	831865209
SGI	TEMPUR SEALY INTL INC	24,487	$2.132M	0.0%	$20.91	0.0%	COM	88023U101
BF/B	BROWN FORMAN CORP	31,161	$2.106M	0.0%	$47.79	+21.9%	CL B	115637209
EMN	EASTMAN CHEMICAL CO	26,526	$2.102M	0.0%	$61.58	0.0%	COM	277432100
EXTR	EXTREME NETWORKS INC	283,062	$2.086M	0.0%	$6.95	+0.9%	COM	30226D106
—	TWITTER INC	64,947	$2.082M	0.0%	$30.95	—	COM	90184L102
VZ	VERIZON COMMUNICATIONS INC	33,915	$2.082M	0.0%	$42.79	0.0%	COM	92343V104
MA	MASTERCARD INC	6,928	$2.069M	0.0%	$272.58	0.0%	CL A	57636Q104
—	CYPRESS SEMICONDUCTOR CORP	87,957	$2.052M	0.0%	$23.33	—	COM	232806109
—	COOPER COS INC	6,361	$2.044M	0.0%	$307.35	—	COM NEW	216648402
BAX	BAXTER INTL INC	24,373	$2.038M	0.0%	$65.88	+11.4%	COM	071813109
TECH	BIO TECHNE CORP	9,229	$2.026M	0.0%	$51.09	0.0%	COM	09073M104
VSAT	VIASAT INC	27,607	$2.021M	0.0%	$74.55	-4.0%	COM	92552V100
OLED	UNIVERSAL DISPLAY CORP	9,700	$1.999M	0.0%	$179.87	0.0%	COM	91347P105
DIN	DINE BRANDS GLOBAL INC	23,861	$1.993M	0.0%	$61.80	-1.9%	COM	254423106
FIVN	FIVE9 INC	30,152	$1.977M	0.0%	$61.18	0.0%	COM	338307101
PEGA	PEGASYSTEMS INC	24,269	$1.933M	0.0%	$37.82	0.0%	COM	705573103
XYZ	SQUARE INC	30,662	$1.918M	0.0%	$63.90	0.0%	CL A	852234103
—	AKORN INC	1,241,326	$1.862M	0.0%	$1.50	—	COM	009728106
V	VISA INC	9,779	$1.837M	0.0%	$128.23	+34.6%	COM CL A	92826C839
PLCE	CHILDRENS PL INC	29,091	$1.819M	0.0%	$99.85	-27.0%	COM	168905107
ADI	ANALOG DEVICES INC	15,262	$1.814M	0.0%	$100.85	0.0%	COM	032654105
—	ENVESTNET INC	26,002	$1.811M	0.0%	$69.65	—	COM	29404K106
—	LABORATORY CORP AMER HLDGS	10,627	$1.798M	0.0%	$168.28	—	COM NEW	50540R409
HXL	HEXCEL CORP NEW	24,291	$1.781M	0.0%	$76.82	0.0%	COM	428291108
MPWR	MONOLITHIC PWR SYS INC	9,938	$1.769M	0.0%	$144.83	+5.2%	COM	609839105
PBF	PBF ENERGY INC	55,944	$1.755M	0.0%	$30.77	0.0%	CL A	69318G106
—	KIRKLAND LAKE GOLD LTD	39,680	$1.749M	0.0%	$44.08	—	COM	49741E100
LGND	LIGAND PHARMACEUTICALS INC	16,489	$1.72M	0.0%	$66.83	0.0%	COM NEW	53220K504
—	RUTHS HOSPITALITY GROUP INC	77,866	$1.695M	0.0%	$21.77	—	COM	783332109
ODFL	OLD DOMINION FREIGHT LINE IN	8,842	$1.678M	0.0%	$59.70	0.0%	COM	679580100
MRCY	MERCURY SYS INC	24,108	$1.666M	0.0%	$74.66	-3.5%	COM	589378108
GILD	GILEAD SCIENCES INC	25,365	$1.648M	0.0%	$51.09	+0.4%	COM	375558103
—	QEP RES INC	365,381	$1.644M	0.0%	$3.96	—	COM	74733V100
EXEL	EXELIXIS INC	91,759	$1.617M	0.0%	$18.86	-10.1%	COM	30161Q104
NXST	NEXSTAR MEDIA GROUP INC	13,781	$1.616M	0.0%	$86.40	0.0%	CL A	65336K103
HEI	HEICO CORP NEW	14,006	$1.599M	0.0%	$123.07	0.0%	COM	422806109
MNRO	MONRO INC	20,167	$1.577M	0.0%	$73.69	+2.3%	COM	610236101
THO	THOR INDS INC	21,096	$1.567M	0.0%	$45.92	+23.6%	COM	885160101
—	STAMPS COM INC	18,481	$1.544M	0.0%	$77.41	—	COM NEW	852857200
SHOO	MADDEN STEVEN LTD	35,458	$1.525M	0.0%	$32.06	+12.0%	COM	556269108
DK	DELEK US HLDGS INC NEW	45,047	$1.51M	0.0%	$29.21	0.0%	COM	24665A103
ATI	ALLEGHENY TECHNOLOGIES INC	70,817	$1.463M	0.0%	$21.29	+1.8%	COM	01741R102
MTN	VAIL RESORTS INC	5,832	$1.399M	0.0%	$236.65	0.0%	COM	91879Q109
CW	CURTISS WRIGHT CORP	9,767	$1.376M	0.0%	$122.73	+7.4%	COM	231561101
—	AEROJET ROCKETDYNE HLDGS INC	30,048	$1.372M	0.0%	$48.45	—	COM	007800105
TFX	TELEFLEX INC	3,483	$1.311M	0.0%	$334.84	-0.9%	COM	879369106
UTHR	UNITED THERAPEUTICS CORP DEL	14,781	$1.302M	0.0%	$81.55	+7.9%	COM	91307C102
BYD	BOYD GAMING CORP	42,592	$1.275M	0.0%	$26.95	0.0%	COM	103304101
HAS	HASBRO INC	11,967	$1.264M	0.0%	$82.22	0.0%	COM	418056107
—	PORTOLA PHARMACEUTICALS INC	52,425	$1.252M	0.0%	$23.88	—	COM	737010108
MIDD	MIDDLEBY CORP	11,418	$1.25M	0.0%	$122.45	-6.3%	COM	596278101
NTGR	NETGEAR INC	49,470	$1.213M	0.0%	$30.55	-10.5%	COM	64111Q104
HAE	HAEMONETICS CORP	9,207	$1.058M	0.0%	$121.00	0.0%	COM	405024100
MMM	3M CO	5,733	$1.011M	0.0%	$110.63	+1.0%	COM	88579Y101
TBCH	TURTLE BEACH CORP	107,013	$1.011M	0.0%	$9.93	-1.2%	COM NEW	900450206
WDAY	WORKDAY INC	6,099	$1.003M	0.0%	$193.05	-14.0%	CL A	98138H101
URBN	URBAN OUTFITTERS INC	35,899	$997K	0.0%	$27.25	+2.0%	COM	917047102
—	AT HOME GROUP INC	157,701	$867K	0.0%	$9.62	—	COM	04650Y100
FLO	FLOWERS FOODS INC	39,014	$848K	0.0%	$16.76	+0.6%	COM	343498101
MCD	MCDONALDS CORP	4,180	$826K	0.0%	$171.93	0.0%	COM	580135101
TSN	TYSON FOODS INC	9,071	$826K	0.0%	$70.68	+1.6%	CL A	902494103
PCAR	PACCAR INC	8,549	$676K	0.0%	$40.60	0.0%	COM	693718108
EMR	EMERSON ELEC CO	8,183	$624K	0.0%	$54.36	+15.6%	COM	291011104
PEP	PEPSICO INC	4,277	$585K	0.0%	$104.74	+7.7%	COM	713448108
SYF	SYNCHRONY FINL	16,026	$577K	0.0%	$29.25	+5.0%	COM	87165B103
PLAY	DAVE & BUSTERS ENTMT INC	14,114	$567K	0.0%	$40.30	-0.6%	COM	238337109
ROKU	ROKU INC	4,062	$544K	0.0%	$134.04	+2.5%	COM CL A	77543R102
—	FOOT LOCKER INC	13,293	$518K	0.0%	$43.16	—	COM	344849104
AVGO	BROADCOM INC	1,601	$506K	0.0%	$22.49	+15.1%	COM	11135F101
JBLU	JETBLUE AWYS CORP	26,744	$501K	0.0%	$17.95	+3.5%	COM	477143101
SNA	SNAP ON INC	2,406	$408K	0.0%	$138.76	0.0%	COM	833034101
ACCO	ACCO BRANDS CORP	38,992	$365K	0.0%	$6.59	+4.7%	COM	00081T108
—	MICHAELS COS INC	44,256	$358K	0.0%	$8.09	—	COM	59408Q106
—	SLACK TECHNOLOGIES INC	12,300	$277K	0.0%	$37.48	—	COM CL A	83088V102
PG	PROCTER & GAMBLE CO	2,118	$265K	0.0%	$90.50	+16.3%	COM	742718109
SBH	SALLY BEAUTY HLDGS INC	14,358	$262K	0.0%	$13.39	+29.8%	COM	79546E104
CHKP	CHECK POINT SOFTWARE TECH LT	2,261	$251K	0.0%	$114.80	-2.1%	ORD	M22465104
MU	MICRON TECHNOLOGY INC	4,039	$217K	0.0%	$50.37	-7.5%	COM	595112103
HSY	HERSHEY CO	1,366	$201K	0.0%	$128.44	0.0%	COM	427866108
PENN	PENN NATL GAMING INC	7,262	$186K	0.0%	$22.21	0.0%	COM	707569109
FOSL	FOSSIL GROUP INC	21,771	$172K	0.0%	$11.32	-18.5%	COM	34988V106
—	WW INTL INC	2,186	$84,000	0.0%	$37.82	—	COM	98262P101
PINS	PINTEREST INC	3,145	$59,000	0.0%	$27.32	-21.0%	CL A	72352L106