Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VCIT	VANGUARD SCOTTSDALE FDS	8,361,800	$801M	14.4%	$95.18	—	INT-TERM CORP	92206C870
LQD	ISHARES TR	2,889,240	$389M	7.0%	$134.21	—	IBOXX INV CP ETF	464287242
VCLT	VANGUARD SCOTTSDALE FDS	3,071,630	$328M	5.9%	$106.54	—	LG-TERM COR BD	92206C813
AAPL	APPLE INC	1,566,552	$181M	3.3%	$86.10	+23.1%	COM	037833100
VOO	VANGUARD INDEX FDS	586,200	$180M	3.2%	$307.65	—	S&P 500 ETF SHS	922908363
MSFT	MICROSOFT CORP	764,958	$161M	2.9%	$59.13	+239.5%	COM	594918104
AMZN	AMAZON COM INC	38,618	$122M	2.2%	$41.44	+280.5%	COM	023135106
BABA	ALIBABA GROUP HLDG LTD	344,661	$101M	1.8%	$124.34	—	SPONSORED ADS	01609W102
VUG	VANGUARD INDEX FDS	405,000	$92.18M	1.7%	$227.61	—	GROWTH ETF	922908736
IGLB	ISHARES TR	1,307,100	$92.03M	1.7%	$70.41	—	10+ YR INVST GRD	464289511
IWM	ISHARES TR	576,000	$86.28M	1.5%	$149.79	—	RUSSELL 2000 ETF	464287655
AMT	AMERICAN TOWER CORP NEW	270,808	$65.46M	1.2%	$204.29	+6.1%	COM	03027X100
META	FACEBOOK INC	231,659	$60.67M	1.1%	$143.18	+78.9%	CL A	30303M102
V	VISA INC	272,285	$54.45M	1.0%	$96.86	+98.4%	COM CL A	92826C839
JNJ	JOHNSON & JOHNSON	347,667	$51.76M	0.9%	$96.82	+31.2%	COM	478160104
GOOGL	ALPHABET INC	33,178	$48.63M	0.9%	$43.80	+72.7%	CAP STK CL A	02079K305
PG	PROCTER AND GAMBLE CO	345,482	$48.02M	0.9%	$72.28	+61.0%	COM	742718109
MA	MASTERCARD INCORPORATED	138,992	$47M	0.8%	$153.38	+105.8%	CL A	57636Q104
HD	HOME DEPOT INC	150,835	$41.89M	0.8%	$122.17	+94.5%	COM	437076102
WMT	WALMART INC	284,988	$39.87M	0.7%	$31.29	+32.0%	COM	931142103
GOOG	ALPHABET INC	25,673	$37.73M	0.7%	$43.74	+73.1%	CAP STK CL C	02079K107
NEE	NEXTERA ENERGY INC	135,336	$37.56M	0.7%	$35.14	+71.5%	COM	65339F101
MRK	MERCK & CO. INC	414,753	$34.4M	0.6%	$54.28	+21.5%	COM	58933Y105
PEP	PEPSICO INC	237,039	$32.85M	0.6%	$88.74	+29.8%	COM	713448108
JPM	JPMORGAN CHASE & CO	335,526	$32.3M	0.6%	$65.94	+29.6%	COM	46625H100
VZ	VERIZON COMMUNICATIONS INC	538,669	$32.05M	0.6%	$36.06	+18.1%	COM	92343V104
NVDA	NVIDIA CORPORATION	58,384	$31.6M	0.6%	$3.21	+260.9%	COM	67066G104
COST	COSTCO WHSL CORP NEW	84,543	$30.01M	0.5%	$209.54	+47.5%	COM	22160K105
DIS	DISNEY WALT CO	226,217	$28.07M	0.5%	$110.31	+10.7%	COM DISNEY	254687106
ADBE	ADOBE SYSTEMS INCORPORATED	56,623	$27.77M	0.5%	$207.23	+124.5%	COM	00724F101
UNH	UNITEDHEALTH GROUP INC	87,346	$27.23M	0.5%	$154.46	+82.1%	COM	91324P102
AVB	AVALONBAY CMNTYS INC	174,777	$26.1M	0.5%	$127.74	-0.8%	COM	053484101
DHR	DANAHER CORPORATION	118,600	$25.54M	0.5%	$98.41	+76.5%	COM	235851102
MCD	MCDONALDS CORP	113,348	$24.88M	0.4%	$142.02	+27.7%	COM	580135101
KO	COCA COLA CO	475,475	$23.47M	0.4%	$33.22	+22.8%	COM	191216100
NKE	NIKE INC	184,167	$23.12M	0.4%	$64.05	+55.6%	CL B	654106103
AMGN	AMGEN INC	89,115	$22.65M	0.4%	$144.06	+45.4%	COM	031162100
ABT	ABBOTT LABS	207,659	$22.6M	0.4%	$64.08	+44.1%	COM	002824100
QCOM	QUALCOMM INC	191,740	$22.56M	0.4%	$57.27	+66.1%	COM	747525103
TSLA	TESLA INC	52,215	$22.4M	0.4%	$100.54	+17.4%	COM	88160R101
PFE	PFIZER INC	576,760	$21.17M	0.4%	$22.56	+20.2%	COM	717081103
ACN	ACCENTURE PLC IRELAND	93,252	$21.07M	0.4%	$140.40	+51.2%	SHS CLASS A	G1151C101
T	AT&T INC	736,678	$21M	0.4%	$16.45	-5.4%	COM	00206R102
CRM	SALESFORCE COM INC	83,129	$20.89M	0.4%	$107.62	+101.0%	COM	79466L302
GILD	GILEAD SCIENCES INC	322,182	$20.36M	0.4%	$57.09	-1.7%	COM	375558103
BAC	BK OF AMERICA CORP	837,578	$20.18M	0.4%	$18.00	+21.2%	COM	060505104
BRK/B	BERKSHIRE HATHAWAY INC DEL	94,401	$20.1M	0.4%	$175.04	+16.9%	CL B NEW	084670702
UNP	UNION PAC CORP	101,585	$20M	0.4%	$110.68	+49.0%	COM	907818108
LLY	LILLY ELI & CO	130,527	$19.32M	0.3%	$103.90	+40.3%	COM	532457108
EQR	EQUITY RESIDENTIAL	373,859	$19.19M	0.3%	$45.56	-1.7%	SH BEN INT	29476L107
NFLX	NETFLIX INC	37,922	$18.96M	0.3%	$17.27	+188.2%	COM	64110L106
PYPL	PAYPAL HLDGS INC	95,887	$18.89M	0.3%	$74.40	+152.6%	COM	70450Y103
HON	HONEYWELL INTL INC	111,625	$18.38M	0.3%	$101.66	+31.0%	COM	438516106
ZTS	ZOETIS INC	110,584	$18.29M	0.3%	$71.96	+103.9%	CL A	98978V103
TMO	THERMO FISHER SCIENTIFIC INC	41,307	$18.24M	0.3%	$217.30	+87.5%	COM	883556102
APD	AIR PRODS & CHEMS INC	59,619	$17.76M	0.3%	$188.00	+33.9%	COM	009158106
SPGI	S&P GLOBAL INC	48,997	$17.67M	0.3%	$203.88	+65.5%	COM	78409V104
ARE	ALEXANDRIA REAL ESTATE EQ IN	109,475	$17.52M	0.3%	$120.66	+11.2%	COM	015271109
VRTX	VERTEX PHARMACEUTICALS INC	64,217	$17.48M	0.3%	$228.53	+20.7%	COM	92532F100
INTC	INTEL CORP	328,563	$17.01M	0.3%	$37.00	+25.8%	COM	458140100
INTU	INTUIT	50,387	$16.44M	0.3%	$204.24	+48.2%	COM	461202103
BXP	BOSTON PROPERTIES INC	201,745	$16.2M	0.3%	$69.06	-4.1%	COM	101121101
CVX	CHEVRON CORP NEW	223,486	$16.09M	0.3%	$79.66	-16.5%	COM	166764100
TXN	TEXAS INSTRS INC	112,369	$16.05M	0.3%	$71.55	+63.3%	COM	882508104
MS	MORGAN STANLEY	325,974	$15.76M	0.3%	$36.12	+17.8%	COM NEW	617446448
CMCSA	COMCAST CORP NEW	336,611	$15.57M	0.3%	$29.91	+25.8%	CL A	20030N101
FIS	FIDELITY NATL INFORMATION SV	105,143	$15.48M	0.3%	$107.81	+19.5%	COM	31620M106
CSCO	CISCO SYS INC	387,373	$15.26M	0.3%	$32.64	+13.5%	COM	17275R102
NEM	NEWMONT CORP	240,271	$15.24M	0.3%	$35.08	+57.2%	COM	651639106
BMY	BRISTOL-MYERS SQUIBB CO	243,000	$14.65M	0.3%	$41.81	+16.2%	COM	110122108
MRSH	MARSH & MCLENNAN COS INC	125,207	$14.36M	0.3%	$76.82	+37.5%	COM	571748102
BFAM	BRIGHT HORIZONS FAM SOL IN D	92,335	$14.04M	0.3%	$132.76	-5.3%	COM	109194100
EQIX	EQUINIX INC	18,241	$13.87M	0.2%	$398.78	+71.4%	COM	29444U700
LOW	LOWES COS INC	82,917	$13.75M	0.2%	$80.88	+72.9%	COM	548661107
DG	DOLLAR GEN CORP NEW	65,443	$13.72M	0.2%	$141.44	+28.7%	COM	256677105
ESS	ESSEX PPTY TR INC	68,226	$13.7M	0.2%	$180.45	-0.6%	COM	297178105
AVGO	BROADCOM INC	37,471	$13.65M	0.2%	$20.60	+43.9%	COM	11135F101
VICI	VICI PPTYS INC	575,684	$13.45M	0.2%	$16.85	0.0%	COM	925652109
RTX	RAYTHEON TECHNOLOGIES CORP	231,614	$13.33M	0.2%	$54.61	-1.7%	COM	75513E101
REGN	REGENERON PHARMACEUTICALS	23,660	$13.24M	0.2%	$504.48	+19.5%	COM	75886F107
SBUX	STARBUCKS CORP	153,214	$13.16M	0.2%	$58.72	+20.6%	COM	855244109
C	CITIGROUP INC	295,661	$12.75M	0.2%	$48.84	-16.0%	COM NEW	172967424
ORCL	ORACLE CORP	211,962	$12.65M	0.2%	$36.99	+42.6%	COM	68389X105
TMUS	T-MOBILE US INC	109,381	$12.51M	0.2%	$83.30	+28.5%	COM	872590104
VMC	VULCAN MATLS CO	91,495	$12.4M	0.2%	$116.66	+3.1%	COM	929160109
JD	JD.COM INC	155,532	$12.07M	0.2%	$27.82	—	SPON ADR CL A	47215P106
ABBV	ABBVIE INC	131,663	$11.53M	0.2%	$49.05	+55.6%	COM	00287Y109
MDT	MEDTRONIC PLC	109,450	$11.37M	0.2%	$62.95	+37.0%	SHS	G5960L103
GS	GOLDMAN SACHS GROUP INC	56,442	$11.34M	0.2%	$175.45	+2.0%	COM	38141G104
LMT	LOCKHEED MARTIN CORP	29,582	$11.34M	0.2%	$321.84	+2.2%	COM	539830109
PSA	PUBLIC STORAGE	50,756	$11.3M	0.2%	$157.09	+3.3%	COM	74460D109
EWZ	ISHARES INC	404,700	$11.19M	0.2%	$29.35	—	MSCI BRAZIL ETF	464286400
PLD	PROLOGIS INC.	110,140	$11.08M	0.2%	$52.03	+65.6%	COM	74340W103
XOM	EXXON MOBIL CORP	319,838	$10.98M	0.2%	$57.41	-43.7%	COM	30231G102
PAYX	PAYCHEX INC	137,601	$10.98M	0.2%	$54.32	+18.8%	COM	704326107
CPT	CAMDEN PPTY TR	121,806	$10.84M	0.2%	$73.79	+1.3%	SH BEN INT	133131102
WM	WASTE MGMT INC DEL	95,051	$10.76M	0.2%	$76.41	+32.6%	COM	94106L109
MDLZ	MONDELEZ INTL INC	186,577	$10.72M	0.2%	$38.03	+27.7%	CL A	609207105
WEC	WEC ENERGY GROUP INC	108,763	$10.54M	0.2%	$59.72	+30.8%	COM	92939U106
UPS	UNITED PARCEL SERVICE INC	63,079	$10.51M	0.2%	$80.37	+46.0%	CL B	911312106
ALL	ALLSTATE CORP	109,169	$10.28M	0.2%	$78.68	+3.9%	COM	020002101
NOW	SERVICENOW INC	21,095	$10.23M	0.2%	$24.56	+263.7%	COM	81762P102
IDXX	IDEXX LABS INC	25,941	$10.2M	0.2%	$242.81	+52.3%	COM	45168D104
KR	KROGER CO	300,017	$10.17M	0.2%	$28.44	+8.3%	COM	501044101
KEYS	KEYSIGHT TECHNOLOGIES INC	98,008	$9.681M	0.2%	$97.17	+1.1%	COM	49338L103
DUK	DUKE ENERGY CORP NEW	104,827	$9.283M	0.2%	$61.09	+9.2%	COM NEW	26441C204
SUI	SUN CMNTYS INC	65,068	$9.149M	0.2%	$137.49	—	COM	866674104
RSG	REPUBLIC SVCS INC	97,814	$9.131M	0.2%	$60.95	+36.3%	COM	760759100
DHI	D R HORTON INC	120,528	$9.116M	0.2%	$43.55	+48.6%	COM	23331A109
—	LINDE PLC	37,307	$8.884M	0.2%	$156.03	—	SHS	G5494J103
MSI	MOTOROLA SOLUTIONS INC	56,644	$8.882M	0.2%	$119.01	+14.6%	COM NEW	620076307
ARMK	ARAMARK	335,636	$8.878M	0.2%	$16.67	0.0%	COM	03852U106
—	BLACKROCK INC	15,493	$8.731M	0.2%	$409.74	—	COM	09247X101
—	CITRIX SYS INC	63,346	$8.723M	0.2%	$131.21	—	COM	177376100
CAT	CATERPILLAR INC DEL	57,718	$8.609M	0.2%	$101.26	+25.2%	COM	149123101
BDX	BECTON DICKINSON & CO	36,551	$8.505M	0.2%	$176.34	+27.8%	COM	075887109
ISRG	INTUITIVE SURGICAL INC	11,982	$8.502M	0.2%	$139.67	+60.8%	COM NEW	46120E602
PM	PHILIP MORRIS INTL INC	108,283	$8.12M	0.1%	$59.67	-1.4%	COM	718172109
CCI	CROWN CASTLE INTL CORP NEW	48,458	$8.068M	0.1%	$94.22	+37.0%	COM	22822V101
AON	AON PLC	38,523	$7.947M	0.1%	$180.72	+6.1%	SHS CL A	G0403H108
AWK	AMERICAN WTR WKS CO INC NEW	54,748	$7.932M	0.1%	$101.24	+26.3%	COM	030420103
AKAM	AKAMAI TECHNOLOGIES INC	71,102	$7.86M	0.1%	$105.23	+5.5%	COM	00971T101
WCN	WASTE CONNECTIONS INC	73,679	$7.648M	0.1%	$81.27	+18.7%	COM	94106B101
AEE	AMEREN CORP	95,309	$7.537M	0.1%	$54.43	+23.1%	COM	023608102
AMD	ADVANCED MICRO DEVICES INC	90,516	$7.421M	0.1%	$24.42	+204.1%	COM	007903107
SWK	STANLEY BLACK & DECKER INC	45,161	$7.325M	0.1%	$115.16	+13.9%	COM	854502101
—	ACTIVISION BLIZZARD INC	89,861	$7.274M	0.1%	$49.54	—	COM	00507V109
NTES	NETEASE INC	15,902	$7.23M	0.1%	$242.77	—	SPONSORED ADS	64110W102
IBM	INTERNATIONAL BUSINESS MACHS	59,100	$7.191M	0.1%	$103.61	-9.4%	COM	459200101
AXP	AMERICAN EXPRESS CO	71,712	$7.189M	0.1%	$77.18	+19.1%	COM	025816109
MU	MICRON TECHNOLOGY INC	153,042	$7.187M	0.1%	$41.86	+12.8%	COM	595112103
HUM	HUMANA INC	17,309	$7.164M	0.1%	$229.04	+67.2%	COM	444859102
CME	CME GROUP INC	42,330	$7.082M	0.1%	$130.84	+4.1%	COM	12572Q105
BSX	BOSTON SCIENTIFIC CORP	183,053	$6.994M	0.1%	$31.26	+23.3%	COM	101137107
WPC	WP CAREY INC	105,028	$6.844M	0.1%	$65.37	—	COM	92936U109
BA	BOEING CO	41,205	$6.81M	0.1%	$173.88	-2.0%	COM	097023105
EL	LAUDER ESTEE COS INC	30,763	$6.714M	0.1%	$115.51	+65.2%	CL A	518439104
PRU	PRUDENTIAL FINL INC	105,286	$6.688M	0.1%	$67.56	-25.4%	COM	744320102
VYM	VANGUARD WHITEHALL FDS	80,159	$6.487M	0.1%	$80.15	—	HIGH DIV YLD	921946406
EW	EDWARDS LIFESCIENCES CORP	81,195	$6.481M	0.1%	$65.38	+19.3%	COM	28176E108
FICO	FAIR ISAAC CORP	14,785	$6.289M	0.1%	$375.84	+13.0%	COM	303250104
ELS	EQUITY LIFESTYLE PPTYS INC	102,332	$6.273M	0.1%	$65.04	—	COM	29472R108
HSY	HERSHEY CO	43,681	$6.261M	0.1%	$110.14	+13.4%	COM	427866108
ECL	ECOLAB INC	31,014	$6.198M	0.1%	$125.50	+50.2%	COM	278865100
MTUM	ISHARES TR	41,918	$6.179M	0.1%	$140.59	—	MSCI USA MMENTM	46432F396
BIDU	BAIDU INC	48,501	$6.14M	0.1%	$166.73	—	SPON ADR REP A	056752108
CHTR	CHARTER COMMUNICATIONS INC N	9,812	$6.126M	0.1%	$325.81	+81.1%	CL A	16119P108
SO	SOUTHERN CO	110,806	$6.008M	0.1%	$38.50	+13.1%	COM	842587107
—	ANSYS INC	18,300	$5.988M	0.1%	$232.82	—	COM	03662Q105
CB	CHUBB LIMITED	51,207	$5.946M	0.1%	$129.47	-10.6%	COM	H1467J104
FISV	FISERV INC	57,200	$5.894M	0.1%	$73.71	+35.1%	COM	337738108
MMM	3M CO	36,172	$5.794M	0.1%	$115.73	-4.6%	COM	88579Y101
WFC	WELLS FARGO CO NEW	246,395	$5.793M	0.1%	$39.87	-45.3%	COM	949746101
XYZ	SQUARE INC	35,065	$5.7M	0.1%	$73.16	+93.0%	CL A	852234103
CL	COLGATE PALMOLIVE CO	73,740	$5.689M	0.1%	$56.46	+19.3%	COM	194162103
MSCI	MSCI INC	15,900	$5.673M	0.1%	$184.51	+86.4%	COM	55354G100
—	MARVELL TECHNOLOGY GROUP LTD	138,727	$5.507M	0.1%	$28.26	—	ORD	G5876H105
CVS	CVS HEALTH CORP	93,439	$5.457M	0.1%	$57.34	-8.7%	COM	126650100
ZM	ZOOM VIDEO COMMUNICATIONS IN	11,525	$5.418M	0.1%	$220.15	+45.3%	CL A	98980L101
TGT	TARGET CORP	34,131	$5.373M	0.1%	$48.80	+143.1%	COM	87612E106
CE	CELANESE CORP DEL	49,932	$5.365M	0.1%	$72.81	+24.8%	COM	150870103
DE	DEERE & CO	23,924	$5.302M	0.1%	$100.50	+78.9%	COM	244199105
HRL	HORMEL FOODS CORP	107,929	$5.277M	0.1%	$37.97	+13.4%	COM	440452100
BKNG	BOOKING HOLDINGS INC	3,074	$5.259M	0.1%	$1933.58	-10.6%	COM	09857L108
GRMN	GARMIN LTD	55,430	$5.258M	0.1%	$62.95	+41.1%	SHS	H2906T109
ODFL	OLD DOMINION FREIGHT LINE IN	28,382	$5.135M	0.1%	$56.23	+62.8%	COM	679580100
FDX	FEDEX CORP	20,271	$5.099M	0.1%	$165.93	+9.0%	COM	31428X106
MO	ALTRIA GROUP INC	131,551	$5.083M	0.1%	$35.30	-23.0%	COM	02209S103
IQV	IQVIA HLDGS INC	32,115	$5.062M	0.1%	$141.12	+11.0%	COM	46266C105
TYL	TYLER TECHNOLOGIES INC	14,459	$5.04M	0.1%	$341.32	+1.3%	COM	902252105
TAL	TAL EDUCATION GROUP	66,251	$5.038M	0.1%	$40.37	—	SPONSORED ADS	874080104
CHD	CHURCH & DWIGHT INC	53,255	$4.991M	0.1%	$61.06	+39.6%	COM	171340102
SYK	STRYKER CORPORATION	23,293	$4.854M	0.1%	$147.74	+24.3%	COM	863667101
ELV	ANTHEM INC	17,820	$4.786M	0.1%	$193.01	+29.5%	COM	036752103
—	LAM RESEARCH CORP	14,390	$4.774M	0.1%	$210.87	—	COM	512807108
—	BLACK KNIGHT INC	54,051	$4.705M	0.1%	$82.61	—	COM	09215C105
CSX	CSX CORP	60,128	$4.67M	0.1%	$15.56	+47.5%	COM	126408103
JCI	JOHNSON CTLS INTL PLC	113,636	$4.642M	0.1%	$34.60	+1.7%	SHS	G51502105
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	28,012	$4.628M	0.1%	$128.39	+26.5%	COM	874054109
CSGP	COSTAR GROUP INC	5,433	$4.61M	0.1%	$51.11	+55.9%	COM	22160N109
TJX	TJX COS INC NEW	82,748	$4.605M	0.1%	$45.01	+11.2%	COM	872540109
VRSK	VERISK ANALYTICS INC	24,727	$4.582M	0.1%	$138.48	+27.7%	COM	92345Y106
DPZ	DOMINOS PIZZA INC	10,737	$4.566M	0.1%	$372.39	0.0%	COM	25754A201
JKHY	HENRY JACK & ASSOC INC	27,888	$4.534M	0.1%	$143.02	+13.6%	COM	426281101
CTAS	CINTAS CORP	13,571	$4.517M	0.1%	$45.87	+58.9%	COM	172908105
TREX	TREX CO INC	63,000	$4.511M	0.1%	$69.18	0.0%	COM	89531P105
NSC	NORFOLK SOUTHN CORP	20,853	$4.462M	0.1%	$138.64	+29.8%	COM	655844108
ADSK	AUTODESK INC	19,118	$4.416M	0.1%	$86.08	+176.1%	COM	052769106
—	NEW ORIENTAL ED & TECHNOLOGY	29,264	$4.375M	0.1%	$56.90	—	SPON ADR	647581107
VEEV	VEEVA SYS INC	15,498	$4.358M	0.1%	$121.71	+116.5%	CL A COM	922475108
CDNS	CADENCE DESIGN SYSTEM INC	40,100	$4.276M	0.1%	$75.30	+39.7%	COM	127387108
—	IHS MARKIT LTD	54,292	$4.262M	0.1%	$72.50	—	SHS	G47567105
MCO	MOODYS CORP	14,690	$4.258M	0.1%	$155.52	+75.5%	COM	615369105
CI	CIGNA CORP NEW	25,126	$4.257M	0.1%	$190.77	-15.6%	COM	125523100
BAH	BOOZ ALLEN HAMILTON HLDG COR	50,137	$4.16M	0.1%	$67.61	+9.4%	CL A	099502106
SCHW	SCHWAB CHARLES CORP	113,650	$4.118M	0.1%	$35.16	-7.8%	COM	808513105
DOCU	DOCUSIGN INC	18,690	$4.023M	0.1%	$111.37	+86.4%	COM	256163106
ERIE	ERIE INDTY CO	19,052	$4.006M	0.1%	$182.16	+3.9%	CL A	29530P102
EMR	EMERSON ELEC CO	60,750	$3.983M	0.1%	$49.80	+18.0%	COM	291011104
PDD	PINDUODUO INC	53,000	$3.93M	0.1%	$45.38	—	SPONSORED ADS	722304102
ROK	ROCKWELL AUTOMATION INC	17,471	$3.856M	0.1%	$165.47	+23.1%	COM	773903109
ITW	ILLINOIS TOOL WKS INC	19,534	$3.774M	0.1%	$126.95	+31.8%	COM	452308109
CDW	CDW CORP	31,457	$3.76M	0.1%	$107.72	-0.5%	COM	12514G108
USB	US BANCORP DEL	104,536	$3.748M	0.1%	$33.89	-14.6%	COM NEW	902973304
ADI	ANALOG DEVICES INC	32,080	$3.745M	0.1%	$69.58	+53.0%	COM	032654105
EBAY	EBAY INC.	71,534	$3.727M	0.1%	$36.88	+36.2%	COM	278642103
PGR	PROGRESSIVE CORP	39,101	$3.702M	0.1%	$50.18	+52.4%	COM	743315103
ILMN	ILLUMINA INC	11,854	$3.664M	0.1%	$287.28	+19.9%	COM	452327109
D	DOMINION ENERGY INC	46,299	$3.654M	0.1%	$53.11	+16.8%	COM	25746U109
NOC	NORTHROP GRUMMAN CORP	11,484	$3.623M	0.1%	$262.61	+13.5%	COM	666807102
MELI	MERCADOLIBRE INC	3,305	$3.578M	0.1%	$578.18	+87.7%	COM	58733R102
BIIB	BIOGEN INC	12,553	$3.561M	0.1%	$295.84	-5.7%	COM	09062X103
ETN	EATON CORP PLC	34,578	$3.528M	0.1%	$71.65	+24.5%	SHS	G29183103
DLR	DIGITAL RLTY TR INC	23,696	$3.478M	0.1%	$73.69	+68.5%	COM	253868103
ADP	AUTOMATIC DATA PROCESSING IN	24,747	$3.452M	0.1%	$92.27	+35.5%	COM	053015103
BR	BROADRIDGE FINL SOLUTIONS IN	25,950	$3.425M	0.1%	$109.02	+12.0%	COM	11133T103
ICE	INTERCONTINENTAL EXCHANGE IN	34,068	$3.409M	0.1%	$69.86	+31.7%	COM	45866F104
GIS	GENERAL MLS INC	55,218	$3.406M	0.1%	$40.59	+28.4%	COM	370334104
AMAT	APPLIED MATLS INC	57,168	$3.399M	0.1%	$37.19	+58.3%	COM	038222105
GM	GENERAL MTRS CO	114,820	$3.398M	0.1%	$32.31	-16.1%	COM	37045V100
—	XILINX INC	32,542	$3.392M	0.1%	$99.50	—	COM	983919101
BAX	BAXTER INTL INC	42,172	$3.391M	0.1%	$54.84	+37.1%	COM	071813109
AJG	GALLAGHER ARTHUR J & CO	32,024	$3.381M	0.1%	$76.06	+28.4%	COM	363576109
—	DUKE REALTY CORP	91,413	$3.373M	0.1%	$29.73	—	COM NEW	264411505
KMB	KIMBERLY CLARK CORP	22,564	$3.332M	0.1%	$85.41	+44.6%	COM	494368103
PPG	PPG INDS INC	27,264	$3.328M	0.1%	$95.29	+10.5%	COM	693506107
ULTA	ULTA BEAUTY INC	14,743	$3.302M	0.1%	$220.95	-2.6%	COM	90384S303
—	AMCOR PLC	297,723	$3.29M	0.1%	$7.91	+10.1%	ORD	G0250X107
CMS	CMS ENERGY CORP	53,498	$3.285M	0.1%	$42.80	+21.6%	COM	125896100
—	APTIV PLC	35,822	$3.284M	0.1%	$88.40	—	SHS	G6095L109
YUMC	YUM CHINA HLDGS INC	62,000	$3.283M	0.1%	$34.60	+53.0%	COM	98850P109
SHW	SHERWIN WILLIAMS CO	4,712	$3.283M	0.1%	$81.61	+155.2%	COM	824348106
MKC	MCCORMICK & CO INC	16,763	$3.254M	0.1%	$55.53	+57.9%	COM NON VTG	579780206
HEI/A	HEICO CORP NEW	36,337	$3.222M	0.1%	$88.64	-5.5%	CL A	422806208
WDAY	WORKDAY INC	14,946	$3.215M	0.1%	$128.69	+53.7%	CL A	98138H101
SWKS	SKYWORKS SOLUTIONS INC	21,947	$3.193M	0.1%	$77.79	+56.3%	COM	83088M102
VFC	V F CORP	45,307	$3.183M	0.1%	$69.73	-7.4%	COM	918204108
MTCH	MATCH GROUP INC NEW	28,467	$3.15M	0.1%	$103.47	0.0%	COM	57667L107
AZO	AUTOZONE INC	2,651	$3.122M	0.1%	$755.95	+56.3%	COM	053332102
EOG	EOG RES INC	86,813	$3.12M	0.1%	$58.31	-40.2%	COM	26875P101
ZBH	ZIMMER BIOMET HOLDINGS INC	22,415	$3.052M	0.1%	$108.80	+14.9%	COM	98956P102
LYB	LYONDELLBASELL INDUSTRIES N	42,860	$3.021M	0.1%	$58.59	-17.9%	SHS - A -	N53745100
STT	STATE STR CORP	50,886	$3.019M	0.1%	$60.39	-9.7%	COM	857477103
DOW	DOW INC	64,091	$3.015M	0.1%	$36.37	-8.0%	COM	260557103
XEL	XCEL ENERGY INC	43,538	$3.005M	0.1%	$37.14	+54.9%	COM	98389B100
TFX	TELEFLEX INCORPORATED	8,817	$3.001M	0.1%	$313.95	+14.1%	COM	879369106
ATO	ATMOS ENERGY CORP	31,278	$2.99M	0.1%	$81.16	+7.4%	COM	049560105
INCY	INCYTE CORP	32,964	$2.958M	0.1%	$89.77	+7.5%	COM	45337C102
LW	LAMB WESTON HLDGS INC	44,618	$2.957M	0.1%	$73.11	-19.7%	COM	513272104
MET	METLIFE INC	79,269	$2.946M	0.1%	$34.02	-5.9%	COM	59156R108
ST	SENSATA TECHNOLOGIES HLDNG P	67,488	$2.911M	0.1%	$40.66	0.0%	SHS	G8060N102
NIO	NIO INC	137,000	$2.907M	0.1%	$7.72	—	SPON ADS	62914V106
DOV	DOVER CORP	26,793	$2.903M	0.1%	$75.86	+31.4%	COM	260003108
DXCM	DEXCOM INC	7,027	$2.897M	0.1%	$59.80	+74.7%	COM	252131107
AEP	AMERICAN ELEC PWR CO INC	35,285	$2.884M	0.1%	$46.43	+46.0%	COM	025537101
LNT	ALLIANT ENERGY CORP	55,771	$2.881M	0.1%	$34.40	+28.0%	COM	018802108
PSX	PHILLIPS 66	55,366	$2.87M	0.1%	$53.81	-8.8%	COM	718546104
—	LABORATORY CORP AMER HLDGS	15,122	$2.847M	0.1%	$158.34	—	COM NEW	50540R409
BIO	BIO RAD LABS INC	5,522	$2.846M	0.1%	$461.08	+9.9%	CL A	090572207
BK	BANK NEW YORK MELLON CORP	82,195	$2.823M	0.1%	$36.14	-13.7%	COM	064058100
EPAM	EPAM SYS INC	8,704	$2.814M	0.1%	$172.23	+73.4%	COM	29414B104
LHX	L3HARRIS TECHNOLOGIES INC	16,390	$2.784M	0.0%	$178.30	-11.8%	COM	502431109
CLX	CLOROX CO DEL	13,243	$2.783M	0.0%	$122.97	+53.6%	COM	189054109
FBIN	FORTUNE BRANDS HOME & SEC IN	31,916	$2.761M	0.0%	$41.43	+48.8%	COM	34964C106
EWW	ISHARES INC	82,200	$2.742M	0.0%	$34.49	—	MSCI MEXICO ETF	464286822
VRSN	VERISIGN INC	13,186	$2.701M	0.0%	$152.35	+34.4%	COM	92343E102
APH	AMPHENOL CORP NEW	24,872	$2.693M	0.0%	$15.67	+59.9%	CL A	032095101
ORLY	OREILLY AUTOMOTIVE INC	5,812	$2.68M	0.0%	$15.31	+98.5%	COM	67103H107
—	TE CONNECTIVITY LTD	27,280	$2.666M	0.0%	$80.87	—	REG SHS	H84989104
CMI	CUMMINS INC	12,601	$2.661M	0.0%	$109.21	+60.1%	COM	231021106
SRE	SEMPRA ENERGY	22,279	$2.637M	0.0%	$41.98	+23.0%	COM	816851109
PCAR	PACCAR INC	30,672	$2.616M	0.0%	$32.00	+43.6%	COM	693718108
EXC	EXELON CORP	73,114	$2.615M	0.0%	$21.91	+0.0%	COM	30161N101
TCOM	TRIP COM GROUP LTD	82,500	$2.569M	0.0%	$32.20	—	ADS	89677Q107
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	36,904	$2.562M	0.0%	$58.38	+2.7%	CL A	192446102
FE	FIRSTENERGY CORP	87,456	$2.511M	0.0%	$26.49	-5.5%	COM	337932107
OTIS	OTIS WORLDWIDE CORP	40,140	$2.506M	0.0%	$47.48	+18.9%	COM	68902V107
VLO	VALERO ENERGY CORP	57,672	$2.498M	0.0%	$60.14	-29.2%	COM	91913Y100
CMG	CHIPOTLE MEXICAN GRILL INC	1,999	$2.486M	0.0%	$17.34	+39.0%	COM	169656105
DGX	QUEST DIAGNOSTICS INC	21,486	$2.46M	0.0%	$75.54	+41.1%	COM	74834L100
ROP	ROPER TECHNOLOGIES INC	6,172	$2.439M	0.0%	$310.96	+29.5%	COM	776696106
RNR	RENAISSANCERE HLDGS LTD	14,288	$2.425M	0.0%	$176.75	+0.1%	COM	G7496G103
SYY	SYSCO CORP	38,973	$2.425M	0.0%	$58.11	-13.2%	COM	871829107
BX	BLACKSTONE GROUP INC	45,600	$2.38M	0.0%	$44.77	-0.6%	COM CL A	09260D107
ZTO	ZTO EXPRESS CAYMAN INC	79,301	$2.373M	0.0%	$21.48	—	SPONSORED ADS A	98980A105
—	PIONEER NAT RES CO	27,192	$2.338M	0.0%	$148.58	—	COM	723787107
HPQ	HP INC	121,272	$2.303M	0.0%	$11.25	+34.9%	COM	40434L105
HIG	HARTFORD FINL SVCS GROUP INC	62,155	$2.291M	0.0%	$42.14	-15.7%	COM	416515104
ROST	ROSS STORES INC	24,552	$2.291M	0.0%	$81.09	+4.7%	COM	778296103
STZ	CONSTELLATION BRANDS INC	11,980	$2.27M	0.0%	$186.70	-10.6%	CL A	21036P108
SLB	SCHLUMBERGER LTD	145,444	$2.263M	0.0%	$32.96	-49.9%	COM	806857108
COF	CAPITAL ONE FINL CORP	31,462	$2.261M	0.0%	$68.75	-11.3%	COM	14040H105
PEG	PUBLIC SVC ENTERPRISE GRP IN	40,920	$2.247M	0.0%	$30.80	+43.2%	COM	744573106
—	SPLUNK INC	11,822	$2.224M	0.0%	$105.08	—	COM	848637104
BALL	BALL CORP	26,670	$2.217M	0.0%	$67.81	+6.3%	COM	058498106
MTD	METTLER TOLEDO INTERNATIONAL	2,274	$2.196M	0.0%	$867.33	+7.0%	COM	592688105
—	TWITTER INC	48,916	$2.177M	0.0%	$24.72	—	COM	90184L102
PH	PARKER-HANNIFIN CORP	10,636	$2.152M	0.0%	$118.12	+54.8%	COM	701094104
MKTX	MARKETAXESS HLDGS INC	4,456	$2.146M	0.0%	$271.68	+71.3%	COM	57060D108
KLAC	KLA CORP	11,071	$2.145M	0.0%	$110.97	+67.7%	COM NEW	482480100
AFL	AFLAC INC	58,332	$2.12M	0.0%	$34.90	-8.1%	COM	001055102
LULU	LULULEMON ATHLETICA INC	6,376	$2.1M	0.0%	$95.34	+250.0%	COM	550021109
SJM	SMUCKER J M CO	18,090	$2.09M	0.0%	$91.42	+2.2%	COM NEW	832696405
WU	WESTERN UN CO	97,393	$2.087M	0.0%	$24.92	—	COM	959802109
GD	GENERAL DYNAMICS CORP	15,048	$2.083M	0.0%	$134.48	-2.6%	COM	369550108
ED	CONSOLIDATED EDISON INC	26,406	$2.054M	0.0%	$56.88	+6.9%	COM	209115104
KMI	KINDER MORGAN INC DEL	165,574	$2.042M	0.0%	$13.54	-25.2%	COM	49456B101
GPN	GLOBAL PMTS INC	11,390	$2.023M	0.0%	$152.57	+8.4%	COM	37940X102
VSS	VANGUARD INTL EQUITY INDEX F	19,167	$2.018M	0.0%	$103.09	—	FTSE SMCAP ETF	922042718
—	JACOBS ENGR GROUP INC	21,496	$1.994M	0.0%	$56.86	—	COM	469814107
LVS	LAS VEGAS SANDS CORP	42,701	$1.992M	0.0%	$53.77	-15.2%	COM	517834107
TFC	TRUIST FINL CORP	52,293	$1.99M	0.0%	$40.89	-28.2%	COM	89832Q109
AES	AES CORP	109,059	$1.975M	0.0%	$14.35	-4.2%	COM	00130H105
TRV	TRAVELERS COMPANIES INC	17,879	$1.934M	0.0%	$107.02	-4.3%	COM	89417E109
ALGN	ALIGN TECHNOLOGY INC	5,824	$1.907M	0.0%	$287.29	+6.3%	COM	016255101
ES	EVERSOURCE ENERGY	22,519	$1.881M	0.0%	$41.49	+68.3%	COM	30040W108
STE	STERIS PLC	10,542	$1.857M	0.0%	$144.84	+5.3%	SHS USD	G8473T100
FTNT	FORTINET INC	15,716	$1.852M	0.0%	$24.30	+6.3%	COM	34959E109
—	WALGREENS BOOTS ALLIANCE INC	51,255	$1.841M	0.0%	$80.45	—	COM	931427108
RMD	RESMED INC	10,664	$1.828M	0.0%	$100.20	+76.1%	COM	761152107
MCHP	MICROCHIP TECHNOLOGY INC.	17,777	$1.827M	0.0%	$41.01	+14.2%	COM	595017104
EA	ELECTRONIC ARTS INC	13,681	$1.784M	0.0%	$93.09	+42.4%	COM	285512109
WY	WEYERHAEUSER CO MTN BE	62,288	$1.776M	0.0%	$23.48	-4.9%	COM NEW	962166104
COP	CONOCOPHILLIPS	53,261	$1.749M	0.0%	$40.90	-23.7%	COM	20825C104
CPRT	COPART INC	16,477	$1.733M	0.0%	$21.65	+11.9%	COM	217204106
TER	TERADYNE INC	21,433	$1.703M	0.0%	$61.85	+34.1%	COM	880770102
ETR	ENTERGY CORP NEW	17,147	$1.689M	0.0%	$31.14	+30.5%	COM	29364G103
YUM	YUM BRANDS INC	18,404	$1.68M	0.0%	$82.33	+1.3%	COM	988498101
MASI	MASIMO CORP	7,105	$1.677M	0.0%	$220.83	+1.5%	COM	574795100
AAP	ADVANCE AUTO PARTS INC	10,777	$1.654M	0.0%	$80.79	+65.1%	COM	00751Y106
PPL	PPL CORP	60,528	$1.647M	0.0%	$24.71	-12.2%	COM	69351T106
—	SEATTLE GENETICS INC	8,368	$1.638M	0.0%	$74.12	—	COM	812578102
NXPI	NXP SEMICONDUCTORS N V	13,099	$1.635M	0.0%	$88.39	+25.9%	COM	N6596X109
IT	GARTNER INC	13,005	$1.625M	0.0%	$151.62	-16.1%	COM	366651107
DLTR	DOLLAR TREE INC	17,692	$1.616M	0.0%	$95.31	-1.3%	COM	256746108
AIG	AMERICAN INTL GROUP INC	58,302	$1.605M	0.0%	$50.10	-47.9%	COM NEW	026874784
DD	DUPONT DE NEMOURS INC	28,805	$1.598M	0.0%	$23.46	-10.1%	COM	26614N102
SNA	SNAP ON INC	10,763	$1.584M	0.0%	$126.29	0.0%	COM	833034101
—	VMWARE INC	10,909	$1.567M	0.0%	$128.85	—	CL A COM	928563402
PNC	PNC FINL SVCS GROUP INC	14,225	$1.563M	0.0%	$91.36	-2.9%	COM	693475105
LNG	CHENIERE ENERGY INC	32,921	$1.523M	0.0%	$61.52	-17.6%	COM NEW	16411R208
NDAQ	NASDAQ INC	12,409	$1.523M	0.0%	$19.60	+101.9%	COM	631103108
BF/B	BROWN FORMAN CORP	20,180	$1.52M	0.0%	$58.91	+9.9%	CL B	115637209
AMP	AMERIPRISE FINL INC	9,828	$1.515M	0.0%	$88.02	+60.7%	COM	03076C106
MRNA	MODERNA INC	21,133	$1.495M	0.0%	$54.76	+27.3%	COM	60770K107
GPC	GENUINE PARTS CO	15,362	$1.462M	0.0%	$73.60	+8.7%	COM	372460105
ONC	BEIGENE LTD	4,992	$1.43M	0.0%	$163.90	—	SPONSORED ADR	07725L102
VIPS	VIPSHOP HOLDINGS LIMITED	90,000	$1.408M	0.0%	$17.36	—	SPONSORED ADS A	92763W103
HTHT	HUAZHU GROUP LTD	32,000	$1.384M	0.0%	$31.12	—	SPONSORED ADS	44332N106
HAS	HASBRO INC	16,708	$1.382M	0.0%	$62.72	0.0%	COM	418056107
SBAC	SBA COMMUNICATIONS CORP NEW	4,243	$1.351M	0.0%	$140.57	+102.2%	CL A	78410G104
TROW	PRICE T ROWE GROUP INC	10,515	$1.348M	0.0%	$91.59	+14.6%	COM	74144T108
TWLO	TWILIO INC	5,388	$1.331M	0.0%	$117.02	+110.7%	CL A	90138F102
O	REALTY INCOME CORP	21,605	$1.313M	0.0%	$43.07	+4.7%	COM	756109104
COR	AMERISOURCEBERGEN CORP	13,361	$1.295M	0.0%	$59.46	+46.8%	COM	03073E105
ADM	ARCHER DANIELS MIDLAND CO	27,785	$1.292M	0.0%	$33.81	+11.3%	COM	039483102
—	KANSAS CITY SOUTHERN	7,104	$1.285M	0.0%	$132.23	—	COM NEW	485170302
VTR	VENTAS INC	30,491	$1.279M	0.0%	$43.39	-23.9%	COM	92276F100
GLW	CORNING INC	39,433	$1.278M	0.0%	$21.50	+24.0%	COM	219350105
GWW	GRAINGER W W INC	3,523	$1.257M	0.0%	$271.69	+19.4%	COM	384802104
CNC	CENTENE CORP DEL	21,441	$1.251M	0.0%	$60.29	+3.0%	COM	15135B101
EXR	EXTRA SPACE STORAGE INC	11,538	$1.234M	0.0%	$69.43	+21.2%	COM	30225T102
BEKE	KE HLDGS INC	20,000	$1.226M	0.0%	$61.30	—	SPONSORED ADS	482497104
DTE	DTE ENERGY CO	10,657	$1.226M	0.0%	$67.52	+20.8%	COM	233331107
MCK	MCKESSON CORP	8,225	$1.225M	0.0%	$139.80	+5.0%	COM	58155Q103
CARR	CARRIER GLOBAL CORPORATION	40,092	$1.224M	0.0%	$17.13	+53.9%	COM	14448C104
WAT	WATERS CORP	6,247	$1.222M	0.0%	$144.94	+43.4%	COM	941848103
MAR	MARRIOTT INTL INC NEW	13,148	$1.217M	0.0%	$95.29	-4.5%	CL A	571903202
WTW	WILLIS TOWERS WATSON PLC LTD	5,759	$1.203M	0.0%	$109.67	+73.2%	SHS	G96629103
—	COOPER COS INC	3,548	$1.196M	0.0%	$337.09	—	COM NEW	216648402
URI	UNITED RENTALS INC	6,790	$1.185M	0.0%	$133.31	+22.1%	COM	911363109
EZA	ISHARES INC	31,700	$1.171M	0.0%	$52.60	—	MSCI STH AFR ETF	464286780
EG	EVEREST RE GROUP LTD	5,892	$1.164M	0.0%	$194.60	-1.2%	COM	G3223R108
MPC	MARATHON PETE CORP	39,553	$1.16M	0.0%	$42.71	-29.4%	COM	56585A102
ROKU	ROKU INC	6,031	$1.139M	0.0%	$122.89	+28.7%	COM CL A	77543R102
MAA	MID-AMER APT CMNTYS INC	9,796	$1.136M	0.0%	$97.36	-1.4%	COM	59522J103
PAYC	PAYCOM SOFTWARE INC	3,552	$1.106M	0.0%	$201.32	+42.2%	COM	70432V102
MLM	MARTIN MARIETTA MATLS INC	4,673	$1.1M	0.0%	$191.92	+8.8%	COM	573284106
FOXA	FOX CORP	39,441	$1.098M	0.0%	$33.56	-26.5%	CL A COM	35137L105
QRVO	QORVO INC	8,288	$1.069M	0.0%	$100.04	+23.9%	COM	74736K101
—	ALEXION PHARMACEUTICALS INC	9,256	$1.059M	0.0%	$129.33	—	COM	015351109
ALNY	ALNYLAM PHARMACEUTICALS INC	7,275	$1.059M	0.0%	$84.09	+69.0%	COM	02043Q107
WMB	WILLIAMS COS INC	53,559	$1.052M	0.0%	$18.55	-17.0%	COM	969457100
—	GENERAL ELECTRIC CO	168,715	$1.051M	0.0%	$12.33	—	COM	369604103
BBY	BEST BUY INC	9,425	$1.049M	0.0%	$43.43	+88.4%	COM	086516101
TDOC	TELADOC HEALTH INC	4,785	$1.049M	0.0%	$211.77	0.0%	COM	87918A105
F	FORD MTR CO DEL	157,406	$1.048M	0.0%	$7.32	-29.8%	COM	345370860
CHKP	CHECK POINT SOFTWARE TECH LT	8,505	$1.023M	0.0%	$105.70	+15.4%	ORD	M22465104
VYMI	VANGUARD WHITEHALL FDS	19,574	$1.019M	0.0%	$51.62	—	INTL HIGH ETF	921946794
OMC	OMNICOM GROUP INC	20,542	$1.017M	0.0%	$51.76	-15.0%	COM	681919106
PANW	PALO ALTO NETWORKS INC	4,115	$1.007M	0.0%	$35.25	+18.0%	COM	697435105
MNST	MONSTER BEVERAGE CORP NEW	12,438	$998K	0.0%	$29.33	+34.7%	COM	61174X109
NUE	NUCOR CORP	21,874	$981K	0.0%	$46.90	-14.0%	COM	670346105
CCK	CROWN HLDGS INC	12,657	$973K	0.0%	$51.21	+35.8%	COM	228368106
ATHM	AUTOHOME INC	10,000	$960K	0.0%	$78.20	—	SP ADR RP CL A	05278C107
PFG	PRINCIPAL FINANCIAL GROUP IN	23,338	$940K	0.0%	$34.89	0.0%	COM	74251V102
HCA	HCA HEALTHCARE INC	7,358	$917K	0.0%	$70.56	+67.6%	COM	40412C101
GDDY	GODADDY INC	11,998	$911K	0.0%	$70.21	+7.4%	CL A	380237107
CPB	CAMPBELL SOUP CO	18,186	$880K	0.0%	$32.11	+28.5%	COM	134429109
ZS	ZSCALER INC	6,235	$877K	0.0%	$129.79	0.0%	COM	98980G102
HEI	HEICO CORP NEW	8,000	$837K	0.0%	$131.37	-21.4%	COM	422806109
GDS	GDS HLDGS LTD	10,000	$818K	0.0%	$40.10	—	SPONSORED ADS	36165L108
TME	TENCENT MUSIC ENTMT GROUP	55,000	$812K	0.0%	$14.76	—	SPON ADS	88034P109
—	KELLOGG CO	12,416	$802K	0.0%	$48.65	+7.5%	COM	487836108
—	HESS CORP	18,968	$776K	0.0%	$39.70	—	COM	42809H107
WHR	WHIRLPOOL CORP	4,204	$773K	0.0%	$164.98	+0.7%	COM	963320106
AVY	AVERY DENNISON CORP	5,927	$758K	0.0%	$95.01	+13.4%	COM	053611109
FRCB	FIRST REP BK SAN FRANCISCO C	6,928	$756K	0.0%	$89.43	+22.2%	COM	33616C100
JBHT	HUNT J B TRANS SVCS INC	5,877	$743K	0.0%	$98.55	+28.6%	COM	445658107
FTV	FORTIVE CORP	9,678	$738K	0.0%	$32.16	+38.6%	COM	34959J108
ACGL	ARCH CAP GROUP LTD	24,958	$730K	0.0%	$39.37	-26.4%	ORD	G0450A105
—	IAC INTERACTIVECORP NEW	5,889	$705K	0.0%	$119.71	—	COM	44891N109
—	DISCOVERY INC	35,575	$697K	0.0%	$26.16	—	COM SER C	25470F302
UDR	UDR INC	21,067	$687K	0.0%	$30.26	-5.1%	COM	902653104
XPO	XPO LOGISTICS INC	8,095	$685K	0.0%	$28.42	+1.2%	COM	983793100
LNC	LINCOLN NATL CORP IND	21,781	$682K	0.0%	$42.46	-35.7%	COM	534187109
CCEP	COCA COLA EUROPEAN PARTNERS	17,532	$680K	0.0%	$43.65	-21.2%	SHS	G25839104
NTAP	NETAPP INC	15,505	$680K	0.0%	$28.17	+35.0%	COM	64110D104
L	LOEWS CORP	19,342	$672K	0.0%	$46.65	-24.7%	COM	540424108
TEVA	TEVA PHARMACEUTICAL INDS LTD	73,414	$661K	0.0%	$12.31	—	SPONSORED ADS	881624209
FITB	FIFTH THIRD BANCORP	30,249	$645K	0.0%	$17.45	-6.3%	COM	316773100
XRAY	DENTSPLY SIRONA INC	14,602	$639K	0.0%	$44.22	0.0%	COM	24906P109
FMC	F M C CORP	5,942	$629K	0.0%	$42.29	+114.6%	COM NEW	302491303
RJF	RAYMOND JAMES FINL INC	8,634	$628K	0.0%	$39.19	+14.1%	COM	754730109
BILI	BILIBILI INC	15,000	$624K	0.0%	$46.33	—	SPONS ADS REP Z	090040106
HPE	HEWLETT PACKARD ENTERPRISE C	65,605	$615K	0.0%	$10.26	-21.2%	COM	42824C109
MTB	M & T BK CORP	6,619	$610K	0.0%	$121.16	-29.2%	COM	55261F104
UBER	UBER TECHNOLOGIES INC	16,604	$606K	0.0%	$34.60	-4.6%	COM	90353T100
—	TD AMERITRADE HLDG CORP	14,603	$572K	0.0%	$44.11	—	COM	87236Y108
MOS	MOSAIC CO NEW	30,382	$555K	0.0%	$22.22	-34.3%	COM	61945C103
CFG	CITIZENS FINL GROUP INC	21,786	$551K	0.0%	$25.17	-20.0%	COM	174610105
GOTU	GSX TECHEDU INC	6,000	$541K	0.0%	$60.00	—	SPONSORED ADS	36257Y109
JEF	JEFFERIES FINL GROUP INC	30,000	$540K	0.0%	$15.84	-12.6%	COM	47233W109
—	E TRADE FINANCIAL CORP	10,669	$534K	0.0%	$43.61	—	COM NEW	269246401
RF	REGIONS FINANCIAL CORP NEW	46,042	$531K	0.0%	$9.01	-0.5%	COM	7591EP100
CAH	CARDINAL HEALTH INC	11,253	$528K	0.0%	$55.30	-19.3%	COM	14149Y108
—	SEAGATE TECHNOLOGY PLC	10,122	$499K	0.0%	$38.17	—	SHS	G7945M107
OKTA	OKTA INC	2,286	$489K	0.0%	$108.81	+91.6%	CL A	679295105
WIX	WIX COM LTD	1,617	$412K	0.0%	$177.34	+55.5%	SHS	M98068105
—	JUNIPER NETWORKS INC	18,893	$406K	0.0%	$27.92	—	COM	48203R104
KSA	ISHARES TR	13,500	$401K	0.0%	$33.02	—	MSCI SAUDI ARBIA	46434V423
—	FEDERAL RLTY INVT TR	5,333	$392K	0.0%	$142.07	—	SH BEN INT NEW	313747206
—	51JOB INC	5,000	$390K	0.0%	$97.60	—	SPONSORED ADS	316827104
—	SL GREEN RLTY CORP	8,239	$382K	0.0%	$107.51	—	COM	78440X101
SNPS	SYNOPSYS INC	1,683	$360K	0.0%	$147.59	+37.9%	COM	871607107
TAP	MOLSON COORS BEVERAGE CO	10,653	$358K	0.0%	$80.88	-61.2%	CL B	60871R209
A	AGILENT TECHNOLOGIES INC	3,547	$358K	0.0%	$45.42	+105.3%	COM	00846U101
—	WESTROCK CO	10,061	$350K	0.0%	$50.77	—	COM	96145D105
WAB	WABTEC	5,640	$349K	0.0%	$69.57	-10.6%	COM	929740108
FFIV	F5 NETWORKS INC	2,825	$347K	0.0%	$176.84	-23.9%	COM	315616102
—	CYBERARK SOFTWARE LTD	3,330	$344K	0.0%	$100.15	—	SHS	M2682V108
HBAN	HUNTINGTON BANCSHARES INC	37,050	$340K	0.0%	$8.57	-15.1%	COM	446150104
STLD	STEEL DYNAMICS INC	11,780	$337K	0.0%	$29.48	-11.5%	COM	858119100
TT	TRANE TECHNOLOGIES PLC	2,689	$326K	0.0%	$93.73	+11.7%	SHS	G8994E103
JOYY	JOYY INC	4,000	$323K	0.0%	$63.63	—	ADS REPSTG COM A	46591M109
—	LIBERTY GLOBAL PLC	14,752	$303K	0.0%	$29.70	—	SHS CL C	G5480U120
ALV	AUTOLIV INC	4,000	$292K	0.0%	$88.49	-29.3%	COM	052800109
EPOL	ISHARES TR	17,300	$285K	0.0%	$18.57	—	MSCI POLAND ETF	46429B606
KNX	KNIGHT SWIFT TRANSN HLDGS IN	6,955	$283K	0.0%	$29.69	+39.6%	CL A	499049104
TDG	TRANSDIGM GROUP INC	590	$280K	0.0%	$214.01	+82.6%	COM	893641100
CMA	COMERICA INC	7,308	$280K	0.0%	$55.50	-46.4%	COM	200340107
—	TIFFANY & CO NEW	2,396	$278K	0.0%	$105.50	—	COM	886547108
HLT	HILTON WORLDWIDE HLDGS INC	3,248	$277K	0.0%	$93.94	-12.1%	COM	43300A203
FAST	FASTENAL CO	6,130	$276K	0.0%	$13.43	+49.4%	COM	311900104
EMN	EASTMAN CHEM CO	3,537	$276K	0.0%	$51.71	+20.8%	COM	277432100
—	MOMO INC	20,000	$275K	0.0%	$33.50	—	ADR	60879B107
LEN	LENNAR CORP	3,338	$273K	0.0%	$45.55	+44.6%	CL A	526057104
ARW	ARROW ELECTRS INC	3,381	$266K	0.0%	$63.15	+17.0%	COM	042735100
WELL	WELLTOWER INC	4,793	$264K	0.0%	$51.74	-8.6%	COM	95040Q104
IRM	IRON MTN INC NEW	9,805	$263K	0.0%	$19.96	+11.3%	COM	46284V101
FLS	FLOWSERVE CORP	9,476	$259K	0.0%	$38.80	-33.1%	COM	34354P105
FCX	FREEPORT-MCMORAN INC	16,570	$259K	0.0%	$11.27	+19.8%	CL B	35671D857
VNO	VORNADO RLTY TR	7,661	$258K	0.0%	$104.42	—	SH BEN INT	929042109
SNAP	SNAP INC	9,713	$254K	0.0%	$16.01	+45.3%	CL A	83304A106
AME	AMETEK INC	2,552	$254K	0.0%	$81.85	+14.0%	COM	031100100
CTVA	CORTEVA INC	8,673	$250K	0.0%	$25.02	+5.9%	COM	22052L104
—	CERNER CORP	3,380	$244K	0.0%	$73.24	—	COM	156782104
RNG	RINGCENTRAL INC	871	$239K	0.0%	$205.96	+34.9%	CL A	76680R206
WST	WEST PHARMACEUTICAL SVSC INC	864	$238K	0.0%	$193.81	+34.8%	COM	955306105
TTD	THE TRADE DESK INC	457	$237K	0.0%	$30.15	+51.5%	COM CL A	88339J105
SPG	SIMON PPTY GROUP INC NEW	3,635	$235K	0.0%	$116.16	-58.3%	COM	828806109
EFX	EQUIFAX INC	1,448	$227K	0.0%	$142.07	+10.8%	COM	294429105
—	FLEETCOR TECHNOLOGIES INC	955	$227K	0.0%	$192.74	—	COM	339041105
W	WAYFAIR INC	763	$222K	0.0%	$273.63	0.0%	CL A	94419L101
KHC	KRAFT HEINZ CO	7,382	$221K	0.0%	$51.50	-49.7%	COM	500754106
LBRDK	LIBERTY BROADBAND CORP	1,532	$219K	0.0%	$128.66	0.0%	COM SER C	530307305
ECH	ISHARES INC	8,800	$212K	0.0%	$25.23	—	MSCI CHILE ETF	464286640
CRWD	CROWDSTRIKE HLDGS INC	1,536	$211K	0.0%	$116.53	0.0%	CL A	22788C105
TSN	TYSON FOODS INC	3,531	$210K	0.0%	$52.70	-0.6%	CL A	902494103
EIX	EDISON INTL	4,051	$206K	0.0%	$48.07	-13.2%	COM	281020107
KKR	KKR & CO INC	5,914	$203K	0.0%	$33.29	0.0%	COM	48251W104
—	COUPA SOFTWARE INC	738	$202K	0.0%	$276.42	—	COM	22266L106
CBRE	CBRE GROUP INC	4,283	$201K	0.0%	$45.63	0.0%	CL A	12504L109
—	ANNALY CAPITAL MANAGEMENT IN	18,881	$134K	0.0%	$10.02	—	COM	035710409
—	LUMEN TECHNOLOGIES INC	10,813	$109K	0.0%	$20.31	—	COM	156700106
PCG	PG&E CORP	11,393	$107K	0.0%	$9.16	0.0%	COM	69331C108
OXY	OCCIDENTAL PETE CORP	10,222	$102K	0.0%	$57.60	-77.0%	COM	674599105
—	VEREIT INC	14,141	$92,000	0.0%	$8.52	—	COM	92339V100
—	SIRIUS XM HOLDINGS INC	12,955	$69,000	0.0%	$4.45	—	COM	82968B103