Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SCHW	Charles Schwab Corp.	35,564	$2.318M	1.7%	$40.16	+41.7%	COM	808513105
NSIT	Insight Enterprises Inc.	23,026	$2.197M	1.6%	$53.65	+59.7%	COM	45765U103
—	Synovus Financial	46,373	$2.122M	1.6%	$33.25	—	COM	87161C501
SNA	Snap-on Incorporated	9,153	$2.112M	1.6%	$126.43	+37.4%	COM	833034101
CSCO	Cisco Systems Inc.	38,835	$2.008M	1.5%	$37.02	+9.7%	COM	17275R102
—	Walgreens Boots Alliance Inc.	35,647	$1.957M	1.4%	$54.90	—	COM	931427108
LAMR	Lamar Advertising Company	20,722	$1.946M	1.4%	$74.07	—	COM	512816109
IMKTA	Ingles Markets, Inc.	31,551	$1.945M	1.4%	$50.05	0.0%	COM	457030104
TAP	Molson Coors Beverage Company	37,794	$1.933M	1.4%	$31.40	+34.6%	COM	60871R209
PLXS	Plexus Corp.	20,647	$1.896M	1.4%	$73.33	+15.6%	COM	729132100
HAS	Hasbro, Inc.	19,592	$1.883M	1.4%	$68.81	+13.5%	COM	418056107
VVV	Valvoline Inc.	70,065	$1.827M	1.3%	$24.94	0.0%	COM	92047W101
MUSA	Murphy USA Inc.	12,456	$1.801M	1.3%	$126.00	0.0%	COM	626755102
CIEN	Ciena Corporation	32,839	$1.797M	1.3%	$52.62	+2.3%	COM	171779309
DOX	Amdocs Limited	25,495	$1.788M	1.3%	$53.34	+27.7%	COM	G02602103
QRVO	Qorvo, Inc.	9,644	$1.762M	1.3%	$124.00	+41.6%	COM	74736K101
PGR	Progressive Corp.	18,393	$1.759M	1.3%	$76.99	+5.2%	COM	743315103
MRTN	Marten Transport, Ltd.	103,216	$1.752M	1.3%	$15.32	0.0%	COM	573075108
—	VMware, Inc.	11,186	$1.683M	1.2%	$150.18	—	COM	928563402
ELV	Anthem, Inc.	4,669	$1.676M	1.2%	$250.01	+20.3%	COM	036752103
ICE	Intercontinental Exchange, Inc	14,784	$1.651M	1.2%	$84.24	+26.4%	COM	45866F104
ALB	Albemarle Corporation	11,214	$1.638M	1.2%	$93.04	+62.7%	COM	012653101
QCOM	QUALCOMM Incorporated	12,200	$1.618M	1.2%	$70.96	+82.8%	COM	747525103
ATKR	Atkore International Group Inc	22,439	$1.613M	1.2%	$58.32	0.0%	COM	047649108
NOMD	Nomad Foods Limited	58,364	$1.603M	1.2%	$19.45	+32.9%	COM	G6564A105
BAX	Baxter International Inc.	18,845	$1.589M	1.2%	$71.45	0.0%	COM	071813109
MO	Altria Group Inc.	30,642	$1.568M	1.2%	$30.41	0.0%	COM	02209S103
ULTA	Ulta Beauty, Inc.	5,037	$1.557M	1.1%	$298.88	+4.0%	COM	90384S303
CF	CF Industries Holdings, Inc.	33,944	$1.54M	1.1%	$31.33	+29.8%	COM	125269100
NSC	Norfolk Southern Corp.	5,724	$1.537M	1.1%	$179.92	+27.2%	COM	655844108
KFRC	Kforce Inc.	27,365	$1.467M	1.1%	$33.19	+45.8%	COM	493732101
OTTR	Otter Tail Corporation	31,647	$1.461M	1.1%	$37.61	0.0%	COM	689648103
PRGS	Progress Software Corporation	32,968	$1.453M	1.1%	$36.41	+20.3%	COM	743312100
UNF	Unifirst Corp.	6,378	$1.427M	1.1%	$180.58	+23.3%	COM	904708104
—	M.D.C. Holdings, Inc.	23,877	$1.418M	1.0%	$48.18	—	COM	552676108
NSP	Insperity, Inc.	16,835	$1.41M	1.0%	$82.32	-10.5%	COM	45778Q107
OTEX	Open Text Corporation	29,337	$1.4M	1.0%	$40.82	0.0%	COM	683715106
WHR	Whirlpool Corporation	6,209	$1.368M	1.0%	$170.82	+16.2%	COM	963320106
AAMI	BrightSphere Investment Group	67,139	$1.368M	1.0%	$19.55	0.0%	COM	10948W103
TNET	TriNet Group, Inc.	17,393	$1.356M	1.0%	$50.75	+55.0%	COM	896288107
MTZ	MasTec, Inc.	14,467	$1.356M	1.0%	$50.87	+68.2%	COM	576323109
FANG	Diamondback Energy, Inc.	18,392	$1.352M	1.0%	$59.16	-6.1%	COM	25278X109
PRGO	Perrigo Company plc	33,295	$1.347M	1.0%	$42.92	0.0%	COM	G97822103
SBAC	SBA Communications Corporation	4,809	$1.335M	1.0%	$275.10	-10.2%	COM	78410G104
RHI	Robert Half International Inc.	17,004	$1.328M	1.0%	$54.14	+33.9%	COM	770323103
PRI	Primerica Inc.	8,897	$1.315M	1.0%	$121.49	+18.0%	COM	74164M108
VIPS	Vipshop Holdings Limited	43,323	$1.294M	1.0%	$19.91	—	COM	92763W103
—	Interpublic Group of Companies	44,154	$1.289M	1.0%	$14.77	+49.0%	COM	460690100
—	Skechers U.S.A., Inc.	30,750	$1.283M	0.9%	$33.24	—	COM	830566105
GIS	General Mills, Inc.	20,809	$1.276M	0.9%	$51.98	-5.8%	COM	370334104
—	Viper Energy Partners LP	86,608	$1.261M	0.9%	$13.00	—	COM	92763M105
HUBB	Hubbell Incorporated	6,741	$1.26M	0.9%	$127.24	+25.3%	COM	443510607
COLM	Columbia Sportswear Company	11,710	$1.237M	0.9%	$78.60	+16.9%	COM	198516106
EXR	Extra Space Storage Inc.	9,334	$1.237M	0.9%	$81.95	+22.2%	COM	30225T102
LRN	Stride, Inc.	41,025	$1.235M	0.9%	$25.96	0.0%	COM	86333M108
GPI	Group 1 Automotive, Inc.	7,788	$1.229M	0.9%	$152.55	0.0%	COM	398905109
EME	Emcor Group Inc.	10,770	$1.208M	0.9%	$74.83	+31.7%	COM	29084Q100
GL	Globe Life Inc.	12,488	$1.207M	0.9%	$76.36	+20.5%	COM	37959E102
OSIS	OSI Systems, Inc.	12,263	$1.178M	0.9%	$94.91	0.0%	COM	671044105
AON	Aon plc	5,053	$1.163M	0.9%	$195.70	+8.5%	COM	G0403H108
WTFC	Wintrust Financial Corporation	15,151	$1.148M	0.8%	$65.30	+9.4%	COM	97650W108
NVO	Novo Nordisk A/S	16,913	$1.14M	0.8%	$52.02	—	COM	670100205
UGI	UGI Corporation	27,777	$1.139M	0.8%	$33.35	+15.9%	COM	902681105
CB	Chubb Corp.	7,151	$1.13M	0.8%	$117.85	+27.5%	COM	H1467J104
—	Life Storage, Inc.	13,018	$1.119M	0.8%	$107.13	—	COM	53223X107
NEU	NewMarket Corporation	2,938	$1.117M	0.8%	$338.72	+6.2%	COM	651587107
SYY	Sysco Corp.	14,103	$1.11M	0.8%	$52.64	+29.3%	COM	871829107
SUPN	Supernus Pharmaceuticals, Inc.	42,225	$1.105M	0.8%	$27.97	0.0%	COM	868459108
WAL	Western Alliance Bancorporatio	11,679	$1.103M	0.8%	$44.24	+68.5%	COM	957638109
GPK	Graphic Packaging Holding Comp	60,339	$1.096M	0.8%	$14.49	+17.8%	COM	388689101
LKQ	LKQ Corporation	25,432	$1.077M	0.8%	$26.72	+32.2%	COM	501889208
SAIC	Science Applications Internati	12,792	$1.069M	0.8%	$83.46	+12.4%	COM	808625107
—	DouYu International Holdings L	101,895	$1.061M	0.8%	$12.76	—	COM	25985W105
SCI	Service Corporation Internatio	20,710	$1.057M	0.8%	$38.46	+30.2%	COM	817565104
ABBV	AbbVie Inc.	9,326	$1.009M	0.7%	$70.56	+26.0%	COM	00287Y109
AVAV	AeroVironment, Inc.	8,596	$998K	0.7%	$74.25	+57.4%	COM	008073108
UFPI	UFP Industries Inc.	13,080	$992K	0.7%	$44.67	+40.1%	COM	90278Q108
OGE	OGE Energy Corp.	30,357	$982K	0.7%	$31.47	+0.2%	COM	670837103
GPN	Global Payments Inc	4,854	$978K	0.7%	$159.41	+19.7%	COM	37940X102
SIGI	Selective Insurance Group, Inc	13,325	$967K	0.7%	$46.27	+39.3%	COM	816300107
EA	Electronic Arts Inc.	6,836	$925K	0.7%	$101.37	+33.1%	COM	285512109
SCL	Stepan Company	7,166	$911K	0.7%	$109.42	+13.2%	COM	858586100
AMGN	Amgen Inc.	3,640	$906K	0.7%	$204.69	0.0%	COM	031162100
BIP	Brookfield Infrastructure Part	16,903	$900K	0.7%	$44.90	—	COM	G16252101
WMK	Weis Markets, Inc.	15,638	$884K	0.7%	$48.57	0.0%	COM	948849104
HSIC	Henry Schein, Inc.	12,676	$878K	0.6%	$58.32	+16.0%	COM	806407102
IFF	International Flavors & Fragra	6,019	$840K	0.6%	$107.12	+5.7%	COM	459506101
GD	General Dynamics	4,318	$784K	0.6%	$131.04	+12.2%	COM	369550108
REXR	Rexford Industrial Realty, Inc	15,542	$783K	0.6%	$50.19	—	COM	76169C100
LDOS	Leidos Holdings, Inc.	8,038	$774K	0.6%	$90.77	+4.4%	COM	525327102
IDA	IDACORP, Inc.	7,717	$771K	0.6%	$96.35	-5.1%	COM	451107106
SGU	Star Group, L.P.	72,150	$764K	0.6%	$10.44	-5.0%	COM	85512C105
CUBE	CubeSmart	19,818	$750K	0.6%	$32.35	—	COM	229663109
MRSH	Marsh & McLennan Companies, In	6,051	$737K	0.5%	$75.26	+42.2%	COM	571748102
BK	The Bank of New York Mellon Co	15,007	$710K	0.5%	$31.18	+22.8%	COM	064058100
—	Cornerstone OnDemand Inc	15,755	$687K	0.5%	$42.07	—	COM	21925Y103
OMCL	Omnicell, Inc.	5,273	$685K	0.5%	$69.31	+85.0%	COM	68213N109
RVTY	PerkinElmer, Inc.	5,302	$680K	0.5%	$88.35	+55.1%	COM	714046109
THG	The Hanover Insurance Group, I	5,226	$677K	0.5%	$107.46	-0.0%	COM	410867105
SEIC	SEI Investments Company	10,766	$656K	0.5%	$51.49	+6.5%	COM	784117103
CMS	CMS Energy Corporation	10,608	$649K	0.5%	$52.06	-4.8%	COM	125896100
—	Verint Systems Inc.	14,139	$643K	0.5%	$56.83	—	COM	92343X100
HELE	Helen of Troy Limited	2,815	$593K	0.4%	$167.01	+35.0%	COM	G4388N106
—	Equity Commonwealth 6.5 Pfd	18,732	$588K	0.4%	$26.71	—	COM	294628201
MGRC	McGrath RentCorp	6,982	$563K	0.4%	$56.02	+36.9%	COM	580589109
—	Syneos Health, Inc.	7,298	$554K	0.4%	$53.19	—	COM	87166B102
KEYS	Keysight Technologies Inc.	3,424	$491K	0.4%	$85.94	+65.0%	COM	49338L103
CRSR	Corsair Gaming, Inc.	10,370	$345K	0.3%	$37.21	0.0%	COM	22041X102
MED	Medifast, Inc.	1,310	$277K	0.2%	$79.17	+166.1%	COM	58470H101
WKC	World Fuel Services Corp	5,812	$205K	0.2%	$24.60	+38.0%	COM	981475106