Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ORLY	O'Reilly Automotive, Inc.	12,892	$3.527M	1.7%	$14.89	+16.9%	COM	67103H107
DG	Dollar General Corporation	31,080	$3.064M	1.5%	$77.43	+12.5%	COM	256677105
HAS	Hasbro, Inc.	32,939	$3.041M	1.5%	$70.27	-5.0%	COM	418056107
NTES	NetEase, Inc.	11,757	$2.971M	1.4%	$339.66	—	COM	64110W102
—	Viper Energy Partners LP	88,199	$2.814M	1.4%	$23.33	—	COM	92763M105
OPLN	KAR Auction Services, Inc.	51,231	$2.807M	1.4%	$18.52	+10.0%	COM	48238T109
—	Genomic Health, Inc.	54,124	$2.728M	1.3%	$34.14	—	COM	37244C101
TSCO	Tractor Supply Company	35,487	$2.714M	1.3%	$11.46	+7.9%	COM	892356106
TMUS	T-Mobile US, Inc.	44,973	$2.687M	1.3%	$60.39	-5.3%	COM	872590104
ALB	Albemarle Corporation	27,425	$2.587M	1.3%	$98.55	-12.4%	COM	012653101
LAMR	Lamar Advertising Company	37,831	$2.584M	1.3%	$73.96	—	COM	512816109
—	Dr Pepper Snapple Group, Inc.	21,162	$2.582M	1.3%	$97.08	—	COM	26138E109
CRTO	Criteo S.A.	78,583	$2.581M	1.3%	$26.45	—	COM	226718104
TREX	Trex Company, Inc.	40,370	$2.527M	1.2%	$27.07	+7.0%	COM	89531P105
HIW	Highwoods Properties, Inc.	49,548	$2.514M	1.2%	$49.65	—	COM	431284108
—	Six Flags Entertainment Corpor	35,804	$2.508M	1.2%	$62.37	—	COM	83001A102
SABR	Sabre Corporation	101,592	$2.503M	1.2%	$19.19	+20.9%	COM	78573M104
—	Cedar Fair, L.P.	39,490	$2.488M	1.2%	$64.96	—	COM	150185106
EA	Electronic Arts Inc.	17,637	$2.487M	1.2%	$108.08	+16.8%	COM	285512109
BC	Brunswick Corporation	38,443	$2.479M	1.2%	$47.03	+15.2%	COM	117043109
DIS	Walt Disney Company	23,127	$2.424M	1.2%	$97.38	-0.2%	COM	254687106
—	Express Scripts Holding Compan	30,986	$2.392M	1.2%	$71.20	—	COM	30219G108
BFH	Alliance Data Systems Corporat	10,194	$2.377M	1.2%	$170.66	-12.2%	COM	018581108
DLX	Deluxe Corporation	35,604	$2.357M	1.1%	$49.81	-1.9%	COM	248019101
ZD	j2 Global, Inc.	26,645	$2.308M	1.1%	$65.16	+12.5%	COM	48123V102
CMCSA	Comcast Corporation	70,300	$2.307M	1.1%	$30.68	-12.5%	COM	20030N101
GPK	Graphic Packaging Holding Comp	155,756	$2.26M	1.1%	$15.05	-1.4%	COM	388689101
GLPI	Gaming and Leisure Properties,	62,184	$2.226M	1.1%	$33.51	—	COM	36467J108
SSD	Simpson Manufacturing Co., Inc	35,458	$2.205M	1.1%	$50.92	+10.6%	COM	829073105
APOG	Apogee Enterprises, Inc.	45,755	$2.204M	1.1%	$39.94	-9.2%	COM	037598109
—	InfraREIT, Inc.	98,342	$2.18M	1.1%	$18.59	—	COM	45685L100
FANG	Diamondback Energy, Inc.	16,546	$2.177M	1.1%	$83.84	+14.5%	COM	25278X109
FFIV	F5 Networks, Inc.	12,616	$2.176M	1.1%	$124.22	+34.2%	COM	315616102
TNET	TriNet Group, Inc.	38,621	$2.16M	1.0%	$39.14	+31.0%	COM	896288107
ROST	Ross Stores Inc.	25,436	$2.156M	1.0%	$38.11	+97.9%	COM	778296103
HSIC	Henry Schein, Inc.	29,418	$2.137M	1.0%	$57.42	-1.8%	COM	806407102
CC	Chemours Company	47,342	$2.1M	1.0%	$38.13	-3.8%	COM	163851108
AWK	American Water Works Company,	24,535	$2.095M	1.0%	$75.63	-5.4%	COM	030420103
MIDD	Middleby	20,009	$2.089M	1.0%	$113.19	0.0%	COM	596278101
MHK	Mohawk Industries, Inc.	9,647	$2.067M	1.0%	$256.15	-14.5%	COM	608190104
CRUS	Cirrus Logic, Inc.	53,598	$2.054M	1.0%	$53.38	-28.3%	COM	172755100
SIGI	Selective Insurance Group, Inc	37,328	$2.053M	1.0%	$51.24	+0.9%	COM	816300107
HD	Home Depot, Inc.	10,405	$2.03M	1.0%	$141.67	+9.4%	COM	437076102
EXP	Eagle Materials Inc.	19,317	$2.028M	1.0%	$104.01	-2.5%	COM	26969P108
—	Interpublic Group of Companies	86,177	$2.02M	1.0%	$14.64	+18.3%	COM	460690100
IMAX	IMAX Corporation	91,159	$2.019M	1.0%	$23.38	-4.7%	COM	45245E109
TU	TELUS Corporation	56,632	$2.011M	1.0%	$18.51	-4.4%	COM	87971M103
TROW	T. Rowe Price Group, Inc.	16,851	$1.956M	1.0%	$71.75	+20.6%	COM	74144T108
—	BofI Holding, Inc.	47,625	$1.948M	0.9%	$29.90	—	COM	05566U108
—	Cotiviti Holdings, Inc.	43,829	$1.934M	0.9%	$33.05	—	COM	22164K101
IRBTQ	iRobot Corporation	25,367	$1.922M	0.9%	$75.26	-11.7%	COM	462726100
RHP	Ryman Hospitality Properties,	22,834	$1.899M	0.9%	$69.02	—	COM	78377T107
FBIN	Fortune Brands Home & Security	35,304	$1.895M	0.9%	$50.18	-14.0%	COM	34964C106
LKQ	LKQ Corporation	58,721	$1.873M	0.9%	$29.94	0.0%	COM	501889208
—	CDK Global, Inc.	28,778	$1.872M	0.9%	$70.67	—	COM	12508E101
—	NuVasive, Inc.	35,565	$1.854M	0.9%	$52.21	—	COM	670704105
VYX	NCR Corporation	61,745	$1.851M	0.9%	$20.31	-7.1%	COM	62886E108
CENTA	Central Garden & Pet Company	45,343	$1.835M	0.9%	$30.07	+2.0%	COM	153527205
—	Nielsen Holdings plc	58,634	$1.814M	0.9%	$36.34	—	COM	G6518L108
NTRS	Northern Trust Corporation	17,118	$1.761M	0.9%	$75.28	+12.0%	COM	665859104
NCLH	Norwegian Cruise Line Holdings	37,105	$1.753M	0.9%	$55.65	-5.4%	COM	G66721104
SGU	Star Group, L.P.	177,849	$1.743M	0.8%	$10.65	-9.6%	COM	85512C105
AJG	Arthur J. Gallagher & Co.	26,531	$1.732M	0.8%	$56.83	+7.3%	COM	363576109
OC	Owens Corning	26,915	$1.706M	0.8%	$84.30	-18.1%	COM	690742101
D	Dominion Energy, Inc.	24,832	$1.693M	0.8%	$46.36	0.0%	COM	25746U109
—	HD Supply Holdings, Inc.	38,801	$1.664M	0.8%	$40.04	—	COM	40416M105
KR	Kroger Co.	57,903	$1.647M	0.8%	$19.60	+9.0%	COM	501044101
—	Skechers U.S.A., Inc.	54,648	$1.64M	0.8%	$35.95	—	COM	830566105
GNTX	Gentex Corporation	70,878	$1.632M	0.8%	$14.51	+63.6%	COM	371901109
EEFT	Euronet Worldwide, Inc.	19,268	$1.614M	0.8%	$92.55	-12.6%	COM	298736109
PLAY	Dave & Buster's Entertainment,	33,159	$1.578M	0.8%	$49.55	-10.6%	COM	238337109
ALLE	Allegion plc	20,355	$1.575M	0.8%	$75.99	-4.1%	COM	G0176J109
—	South State Corporation	18,246	$1.574M	0.8%	$86.27	—	COM	840441109
NSP	Insperity, Inc.	16,482	$1.57M	0.8%	$43.37	+64.7%	COM	45778Q107
—	Quidel Corporation	23,367	$1.554M	0.8%	$51.81	—	COM	74838J101
AEE	Ameren Corporation	25,459	$1.549M	0.8%	$46.22	0.0%	COM	023608102
SBAC	SBA Communications Corporation	9,209	$1.521M	0.7%	$146.76	+1.6%	COM	78410G104
—	Equity Commonwealth	48,198	$1.518M	0.7%	$30.52	—	COM	294628102
WAL	Western Alliance Bancorporatio	26,724	$1.513M	0.7%	$48.33	+7.6%	COM	957638109
—	Nuance Communications, Inc.	108,583	$1.508M	0.7%	$16.33	—	COM	67020Y100
FORM	FormFactor, Inc.	112,511	$1.496M	0.7%	$16.57	-18.2%	COM	346375108
IFF	International Flavors & Fragra	11,938	$1.48M	0.7%	$107.03	0.0%	COM	459506101
—	LogMeIn, Inc.	14,302	$1.477M	0.7%	$115.19	—	COM	54142L109
TER	Teradyne, Inc.	38,688	$1.473M	0.7%	$43.84	-14.5%	COM	880770102
ARMK	Aramark	39,639	$1.471M	0.7%	$25.11	0.0%	COM	03852U106
—	Masonite International Corpora	20,164	$1.449M	0.7%	$73.80	—	COM	575385109
INVA	Innoviva, Inc.	103,667	$1.431M	0.7%	$14.98	0.0%	COM	45781M101
ROG	Rogers Corporation	12,458	$1.389M	0.7%	$150.77	-22.6%	COM	775133101
—	Dunkin' Brands Group, Inc.	20,075	$1.387M	0.7%	$63.21	—	COM	265504100
ENR	Energizer Holdings, Inc.	21,028	$1.324M	0.6%	$41.00	+9.6%	COM	29272W109
INGR	Ingredion, Inc.	11,915	$1.319M	0.6%	$117.60	0.0%	COM	457187102
—	Equity Commonwealth 6.5 Pfd	50,468	$1.314M	0.6%	$26.38	—	COM	294628201
DY	Dycom Industries, Inc.	13,372	$1.264M	0.6%	$96.51	+6.1%	COM	267475101
CTSH	Cognizant Technology Solutions	15,679	$1.238M	0.6%	$37.11	+89.7%	COM	192446102
—	Emerald Expositions Events, In	59,329	$1.222M	0.6%	$19.55	—	COM	29103B100
SEDG	SolarEdge Technologies, Inc.	25,180	$1.205M	0.6%	$55.38	0.0%	COM	83417M104
UTHR	United Therapeutics Corporatio	10,176	$1.151M	0.6%	$127.12	-13.5%	COM	91307C102
LITE	Lumentum Holdings Inc.	19,813	$1.147M	0.6%	$59.61	0.0%	COM	55024U109
—	Pinnacle Financial Partners, I	17,835	$1.094M	0.5%	$61.34	—	COM	72346Q104
SFM	Sprouts Farmers Market, Inc.	46,884	$1.035M	0.5%	$21.25	+6.5%	COM	85208M102
IT	Gartner, Inc.	7,691	$1.022M	0.5%	$125.05	+2.4%	COM	366651107
MTD	Mettler-Toledo International I	1,760	$1.018M	0.5%	$570.48	0.0%	COM	592688105
—	ZAGG Inc	58,275	$1.008M	0.5%	$17.30	—	COM	98884U108
—	Coherent, Inc.	6,410	$1.003M	0.5%	$156.47	—	COM	192479103
—	Vectren Corporation	13,577	$970K	0.5%	$65.04	—	COM	92240G101
DXC	DXC Technology Company	11,978	$966K	0.5%	$82.10	0.0%	COM	23355L106
—	TE Connectivity Ltd.	10,685	$962K	0.5%	$90.03	—	COM	H84989104
PATK	Patrick Industries, Inc.	12,019	$683K	0.3%	$34.92	0.0%	COM	703343103
AKAM	Akamai Technologies, Inc.	8,425	$617K	0.3%	$53.00	+41.5%	COM	00971T101
—	Vector Group Ltd.	31,035	$592K	0.3%	$22.37	—	COM	92240M108
AL	Air Lease Corporation	10,358	$435K	0.2%	$38.14	-0.8%	COM	00912X302
UNM	Unum Group	10,335	$382K	0.2%	$53.68	-22.3%	COM	91529Y106
SPGI	S&P Global, Inc.	1,475	$301K	0.1%	$151.96	+21.6%	COM	78409V104