Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
RPD	RAPID7 INC	1,398,497	$158M	1.4%	$44.14	+156.7%	COMMON	753422104
PCTY	PAYLOCITY HOLDING CORP	536,603	$150M	1.3%	$122.64	+95.9%	COMMON	70438V106
RBC	RBC BEARINGS INC	685,319	$145M	1.3%	$99.70	+117.8%	COMMON	75524B104
—	SYNEOS HEALTH INC	1,580,320	$138M	1.2%	$49.16	—	COMMON	87166B102
TXRH	TEXAS ROADHOUSE INC	1,361,694	$124M	1.1%	$39.79	+116.5%	COMMON	882681109
LAD	LITHIA MOTORS INC	370,116	$117M	1.0%	$94.69	+267.7%	COMMON	536797103
AZTA	BROOKS AUTOMATION INC	1,125,428	$115M	1.0%	$75.68	+18.2%	COMMON	114340102
GMED	GLOBUS MEDICAL INC - A	1,488,750	$114M	1.0%	$37.94	+111.6%	COMMON	379577208
STAG	STAG INDUSTRIAL INC	2,875,818	$113M	1.0%	$24.82	—	COMMON	85254J102
CRNC	CERENCE INC	1,123,420	$108M	1.0%	$52.23	+109.0%	COMMON	156727109
SLAB	SILICON LABORATORIES INC	764,958	$107M	1.0%	$85.87	+74.8%	COMMON	826919102
ENTG	ENTEGRIS INC	835,408	$105M	0.9%	$55.47	+113.5%	COMMON	29362U104
HUBS	HUBSPOT INC	150,550	$102M	0.9%	$103.96	+519.7%	COMMON	443573100
SBNY	SIGNATURE BANK	370,326	$101M	0.9%	$129.58	—	COMMON	82669G104
—	RITCHIE BROS AUCTIONEERS	1,612,177	$99.41M	0.9%	$27.55	—	COMMON	767744105
WAL	WESTERN ALLIANCE BANCORP	896,970	$97.61M	0.9%	$47.11	+87.1%	COMMON	957638109
BJ	BJS WHOLESALE CLUB HOLDINGS	1,721,940	$94.57M	0.8%	$30.61	+74.4%	COMMON	05550J101
FIVE	FIVE BELOW	530,288	$93.76M	0.8%	$73.12	+172.3%	COMMON	33829M101
ZBRA	ZEBRA TECHNOLOGIES CORP-CL A	180,493	$93.03M	0.8%	$140.33	+297.1%	COMMON	989207105
ACHC	ACADIA HEALTHCARE CO INC	1,447,490	$92.32M	0.8%	$43.62	+44.7%	COMMON	00404A109
NEE	NEXTERA ENERGY INC	1,142,771	$89.73M	0.8%	$55.42	+29.6%	COMMON	65339F101
BIO	BIO-RAD LABORATORIES-A	118,749	$88.58M	0.8%	$374.43	+100.1%	COMMON	090572207
—	CATALENT INC	665,264	$88.53M	0.8%	$42.80	—	COMMON	148806102
MSFT	MICROSOFT CORP	313,835	$88.48M	0.8%	$112.14	+150.3%	COMMON	594918104
PFGC	PERFORMANCE FOOD GROUP CO	1,900,350	$88.29M	0.8%	$35.52	+29.6%	COMMON	71377A103
UNH	UNITEDHEALTH GROUP INC	222,615	$86.98M	0.8%	$236.84	+62.5%	COMMON	91324P102
—	PINNACLE FINANCIAL PARTNERS	920,011	$86.56M	0.8%	$59.71	—	COMMON	72346Q104
—	HORIZON THERAPEUTICS PLC	786,796	$86.19M	0.8%	$74.22	—	COMMON	G46188101
GBCI	GLACIER BANCORP INC	1,538,485	$85.16M	0.8%	$22.93	+99.4%	COMMON	37637Q105
IDA	IDACORP INC	822,586	$85.04M	0.8%	$85.93	+21.6%	COMMON	451107106
IT	GARTNER INC	267,561	$81.31M	0.7%	$128.49	+125.6%	COMMON	366651107
SKY	SKYLINE CHAMPION CORP	1,322,047	$79.4M	0.7%	$24.64	+140.3%	COMMON	830830105
AVGO	BROADCOM INC	162,757	$78.93M	0.7%	$20.99	+111.8%	COMMON	11135F101
FANG	DIAMONDBACK ENERGY INC	804,216	$76.14M	0.7%	$55.79	+18.2%	COMMON	25278X109
MEDP	MEDPACE HOLDINGS INC	393,623	$74.5M	0.7%	$133.66	+36.5%	COMMON	58506Q109
BABA	ALIBABA GROUP HOLDING-SP ADR	501,597	$74.26M	0.7%	$190.45	—	COMMON	01609W102
EXPO	EXPONENT INC	646,993	$73.21M	0.7%	$35.15	+191.2%	COMMON	30214U102
IR	INGERSOLL-RAND INC	1,434,686	$72.32M	0.6%	$33.55	+50.9%	COMMON	45687V106
LOPE	GRAND CANYON EDUCATION INC	821,646	$72.27M	0.6%	$58.04	+53.4%	COMMON	38526M106
SUI	SUN COMMUNITIES INC	389,139	$72.03M	0.6%	$103.17	—	COMMON	866674104
AVNT	AVIENT CORP	1,535,077	$71.15M	0.6%	$22.84	+88.1%	COMMON	05368V106
GTES	GATES INDUSTRIAL CORP PLC	4,350,647	$70.78M	0.6%	$15.82	+8.2%	COMMON	G39108108
ABCB	AMERIS BANCORP	1,360,124	$70.56M	0.6%	$31.46	+46.0%	COMMON	03076K108
ESI	ELEMENT SOLUTIONS INC	3,251,761	$70.5M	0.6%	$15.32	+40.0%	COMMON	28618M106
NDSN	NORDSON CORP	284,078	$67.65M	0.6%	$110.16	+99.2%	COMMON	655663102
ROCK	GIBRALTAR INDUSTRIES INC	970,656	$67.61M	0.6%	$47.11	+52.7%	COMMON	374689107
MTSI	MACOM TECHNOLOGY SOLUTIONS H	1,034,910	$67.13M	0.6%	$33.19	+85.1%	COMMON	55405Y100
—	PHYSICIANS REALTY TRUST	3,792,177	$66.82M	0.6%	$17.35	—	COMMON	71943U104
MANH	MANHATTAN ASSOCIATES INC	432,075	$66.12M	0.6%	$142.31	+9.6%	COMMON	562750109
FSS	FEDERAL SIGNAL CORP	1,689,392	$65.25M	0.6%	$31.97	+19.3%	COMMON	313855108
AMT	AMERICAN TOWER CORP	243,334	$64.58M	0.6%	$94.61	+162.8%	COMMON	03027X100
VOYA	VOYA FINANCIAL INC	1,047,227	$64.29M	0.6%	$49.19	+19.1%	COMMON	929089100
MGY	MAGNOLIA OIL & GAS CORP - A	3,524,084	$62.69M	0.6%	$11.08	+36.5%	COMMON	559663109
TTC	TORO CO	633,124	$61.67M	0.6%	$55.62	+96.2%	COMMON	891092108
KWR	QUAKER CHEMICAL CORP	256,781	$61.04M	0.5%	$150.39	+63.3%	COMMON	747316107
HLIO	HELIOS TECHNOLOGIES INC	742,828	$60.99M	0.5%	$43.69	+86.7%	COMMON	42328H109
HALO	HALOZYME THERAPEUTICS INC	1,498,769	$60.97M	0.5%	$39.07	+7.0%	COMMON	40637H109
PIPR	PIPER SANDLER COS	438,827	$60.76M	0.5%	$79.87	+67.7%	COMMON	724078100
CHDN	CHURCHILL DOWNS INC	247,994	$59.54M	0.5%	$56.93	+75.7%	COMMON	171484108
SF	STIFEL FINANCIAL CORP	874,975	$59.46M	0.5%	$30.76	+100.5%	COMMON	860630102
PII	POLARIS INC	489,683	$58.6M	0.5%	$100.92	+25.9%	COMMON	731068102
VIAV	VIAVI SOLUTIONS INC	3,705,232	$58.32M	0.5%	$13.22	+24.0%	COMMON	925550105
—	BROOKFIELD INFRASTRUCTURE-A	935,659	$56.03M	0.5%	$48.75	—	COMMON	11275Q107
PATK	PATRICK INDUSTRIES INC	668,385	$55.68M	0.5%	$31.61	+55.0%	COMMON	703343103
PHR	PHREESIA INC	900,720	$55.57M	0.5%	$32.23	+107.0%	COMMON	71944F106
STE	STERIS PLC	271,350	$55.43M	0.5%	$123.18	+67.1%	COMMON	G8473T100
—	PACIFIC PREMIER BANCORP INC	1,329,251	$55.08M	0.5%	$33.87	—	COMMON	69478X105
ATRC	ATRICURE INC	787,689	$54.78M	0.5%	$29.89	+157.4%	COMMON	04963C209
AUB	ATLANTIC UNION BANKSHARES CO	1,473,750	$54.31M	0.5%	$28.73	+5.6%	COMMON	04911A107
EXP	EAGLE MATERIALS INC	411,040	$53.91M	0.5%	$84.67	+65.3%	COMMON	26969P108
DSGX	DESCARTES SYSTEMS GRP/THE	658,566	$53.52M	0.5%	$48.85	+55.0%	COMMON	249906108
HLI	HOULIHAN LOKEY INC	578,059	$53.24M	0.5%	$40.61	+99.2%	COMMON	441593100
YUMC	YUM CHINA HOLDINGS INC	905,987	$52.65M	0.5%	$47.10	+30.5%	COMMON	98850P109
MOH	MOLINA HEALTHCARE INC	193,455	$52.49M	0.5%	$146.99	+79.7%	COMMON	60855R100
TCOM	TRIP.COM GROUP LTD-ADR	1,690,090	$51.97M	0.5%	$31.79	—	COMMON	89677Q107
CYRX	CRYOPORT INC	776,227	$51.63M	0.5%	$30.89	+99.6%	COMMON	229050307
CVCO	CAVCO INDUSTRIES INC	217,224	$51.43M	0.5%	$137.94	+74.3%	COMMON	149568107
BCPC	BALCHEM CORP	354,143	$51.38M	0.5%	$60.85	+116.6%	COMMON	057665200
BR	BROADRIDGE FINANCIAL SOLUTIO	302,942	$50.48M	0.5%	$93.19	+69.5%	COMMON	11133T103
ABBV	ABBVIE INC	467,669	$50.45M	0.5%	$41.05	+136.9%	COMMON	00287Y109
DORM	DORMAN PRODUCTS INC	531,486	$50.32M	0.4%	$69.33	+42.3%	COMMON	258278100
VICI	VICI PROPERTIES INC	1,766,279	$50.18M	0.4%	$16.88	+42.4%	COMMON	925652109
IART	INTEGRA LIFESCIENCES HOLDING	722,809	$49.5M	0.4%	$55.49	+27.3%	COMMON	457985208
BFAM	BRIGHT HORIZONS FAMILY SOLUT	354,789	$49.47M	0.4%	$121.07	+21.3%	COMMON	109194100
DAVA	ENDAVA PLC- SPON ADR	363,872	$49.43M	0.4%	$72.42	—	COMMON	29260V105
CGNX	COGNEX CORP	612,114	$49.1M	0.4%	$40.61	+105.9%	COMMON	192422103
ALG	ALAMO GROUP INC	351,621	$49.06M	0.4%	$86.80	+65.5%	COMMON	011311107
UFPI	UFP INDUSTRIES INC	721,217	$49.03M	0.4%	$43.33	+67.6%	COMMON	90278Q108
NOVT	NOVANTA INC	311,227	$48.08M	0.4%	$89.10	+63.2%	COMMON	67000B104
PM	PHILIP MORRIS INTERNATIONAL	503,233	$47.7M	0.4%	$57.39	+41.2%	COMMON	718172109
PGNY	PROGYNY INC	851,277	$47.67M	0.4%	$25.45	+117.1%	COMMON	74340E103
SBCF	SEACOAST BANKING CORP/FL	1,409,544	$47.66M	0.4%	$26.17	+21.0%	COMMON	811707801
GOOGL	ALPHABET INC-CL A	17,805	$47.6M	0.4%	$54.74	+146.7%	COMMON	02079K305
QSR	RESTAURANT BRANDS INTERN	773,814	$47.35M	0.4%	$58.96	+8.7%	COMMON	76131D103
BOOT	BOOT BARN HOLDINGS INC	531,760	$47.26M	0.4%	$37.65	+128.8%	COMMON	099406100
CATY	CATHAY GENERAL BANCORP	1,124,449	$46.54M	0.4%	$23.51	+43.8%	COMMON	149150104
—	LINDE PLC	158,592	$46.53M	0.4%	$156.04	—	COMMON	G5494J103
MZTI	LANCASTER COLONY CORP	273,936	$46.24M	0.4%	$157.42	+17.5%	COMMON	513847103
BIDU	BAIDU INC - SPON ADR	300,230	$46.16M	0.4%	$159.94	—	COMMON	056752108
XIFR	NEXTERA ENERGY PARTNERS LP	608,980	$45.89M	0.4%	$42.28	+84.5%	COMMON	65341B106
MTDR	MATADOR RESOURCES CO	1,180,591	$44.91M	0.4%	$26.61	+15.3%	COMMON	576485205
AMZN	AMAZON.COM INC	13,598	$44.67M	0.4%	$80.48	+114.3%	COMMON	023135106
BURL	BURLINGTON STORES INC	155,686	$44.15M	0.4%	$96.16	+232.4%	COMMON	122017106
CNQ	CANADIAN NATURAL RESOURCES	1,206,106	$44.07M	0.4%	$13.36	+0.7%	COMMON	136385101
—	HUDSON PACIFIC PROPERTIES IN	1,671,523	$43.91M	0.4%	$25.58	—	COMMON	444097109
PAYX	PAYCHEX INC.	389,356	$43.78M	0.4%	$30.34	+227.3%	COMMON	704326107
SUPN	SUPERNUS PHARMACEUTICALS INC	1,625,490	$43.35M	0.4%	$23.25	+15.4%	COMMON	868459108
HQY	HEALTHEQUITY INC	664,243	$43.02M	0.4%	$60.30	+15.2%	COMMON	42226A107
NBIX	NEUROCRINE BIOSCIENCES INC	443,882	$42.57M	0.4%	$97.33	-3.0%	COMMON	64125C109
HXL	HEXCEL CORP	709,329	$42.13M	0.4%	$58.17	-0.8%	COMMON	428291108
FIX	COMFORT SYSTEMS USA INC	590,010	$42.08M	0.4%	$75.49	-3.3%	COMMON	199908104
LMT	LOCKHEED MARTIN CORPORATION	121,813	$42.04M	0.4%	$122.05	+162.8%	COMMON	539830109
ATR	APTARGROUP INC	351,331	$41.93M	0.4%	$92.85	+33.5%	COMMON	038336103
FHN	FIRST HORIZON CORP	2,563,195	$41.75M	0.4%	$13.40	+1.8%	COMMON	320517105
—	SHYFT GROUP INC/THE	1,098,489	$41.75M	0.4%	$25.83	—	COMMON	825698103
RPM	RPM INTERNATIONAL INC	537,426	$41.73M	0.4%	$44.51	+89.2%	COMMON	749685103
CNS	COHEN & STEERS INC	497,110	$41.64M	0.4%	$27.19	+168.2%	COMMON	19247A100
—	EASTERLY GOVERNMENT PROPERTI	2,013,824	$41.61M	0.4%	$21.00	—	COMMON	27616P103
THRM	GENTHERM INC	506,382	$40.98M	0.4%	$74.12	+6.8%	COMMON	37253A103
RHP	RYMAN HOSPITALITY PROPERTIES	488,820	$40.91M	0.4%	$81.85	—	COMMON	78377T107
ICFI	ICF INTERNATIONAL INC	457,179	$40.82M	0.4%	$61.59	+47.6%	COMMON	44925C103
CENTA	CENTRAL GARDEN AND PET CO-A	949,244	$40.82M	0.4%	$26.51	+30.4%	COMMON	153527205
AVTR	AVANTOR INC	975,548	$39.9M	0.4%	$22.47	+73.9%	COMMON	05352A100
KNSL	KINSALE CAPITAL GROUP INC	245,618	$39.72M	0.4%	$147.46	+16.7%	COMMON	49714P108
WSO	WATSCO INC	148,290	$39.24M	0.4%	$145.37	+92.9%	COMMON	942622200
WFC	WELLS FARGO & CO	842,773	$39.11M	0.3%	$31.62	+31.5%	COMMON	949746101
OCFC	OCEANFIRST FINANCIAL CORP	1,799,704	$38.53M	0.3%	$14.49	+15.8%	COMMON	675234108
NWE	NORTHWESTERN CORP	665,271	$38.12M	0.3%	$32.27	+56.5%	COMMON	668074305
—	SPX CORP	710,191	$37.96M	0.3%	$54.30	—	COMMON	784635104
ALGT	ALLEGIANT TRAVEL CO	193,729	$37.87M	0.3%	$141.84	+30.7%	COMMON	01748X102
CSCO	CISCO SYS INC	687,428	$37.42M	0.3%	$19.86	+147.9%	COMMON	17275R102
ITGR	INTEGER HOLDINGS CORP	418,673	$37.4M	0.3%	$74.06	+26.4%	COMMON	45826H109
—	AMERICAN CAMPUS COMMUNITIES	768,350	$37.23M	0.3%	$41.22	—	COMMON	024835100
VCYT	VERACYTE INC	793,792	$36.87M	0.3%	$25.91	+68.4%	COMMON	92337F107
MA	MASTERCARD INC - A	105,153	$36.56M	0.3%	$164.12	+116.1%	COMMON	57636Q104
BAH	BOOZ ALLEN HAMILTON HOLDINGS	459,392	$36.45M	0.3%	$37.69	+103.5%	COMMON	099502106
—	CORESITE REALTY CORP	262,466	$36.36M	0.3%	$114.12	—	COMMON	21870Q105
POR	PORTLAND GENERAL ELECTRIC CO	767,869	$36.08M	0.3%	$32.76	+24.5%	COMMON	736508847
DVN	DEVON ENERGY CORP	1,003,835	$35.65M	0.3%	$22.51	+0.0%	COMMON	25179M103
—	CYRUSONE INC	458,642	$35.5M	0.3%	$58.78	—	COMMON	23283R100
MTX	MINERALS TECHNOLOGIES INC	503,418	$35.16M	0.3%	$54.51	+36.9%	COMMON	603158106
HMN	HORACE MANN EDUCATORS	879,701	$35M	0.3%	$40.19	-1.3%	COMMON	440327104
MTN	VAIL RESORTS INC	104,777	$35M	0.3%	$219.64	+40.4%	COMMON	91879Q109
JAZZ	JAZZ PHARMACEUTICALS PLC	266,064	$34.64M	0.3%	$140.09	+7.8%	COMMON	G50871105
MO	ALTRIA GROUP INC	746,570	$33.98M	0.3%	$26.65	+27.6%	COMMON	02209S103
—	LHC GROUP INC	215,764	$33.85M	0.3%	$104.83	—	COMMON	50187A107
CWST	CASELLA WASTE SYSTEMS INC-A	444,888	$33.78M	0.3%	$29.67	+137.5%	COMMON	147448104
OXM	OXFORD INDUSTRIES INC	371,303	$33.48M	0.3%	$68.28	+33.3%	COMMON	691497309
PRIM	PRIMORIS SERVICES CORP	1,344,044	$32.91M	0.3%	$24.90	+7.9%	COMMON	74164F103
HDB	HDFC BANK LTD-ADR	449,520	$32.85M	0.3%	$67.58	—	COMMON	40415F101
ADC	AGREE REALTY CORP	492,776	$32.64M	0.3%	$64.86	—	COMMON	008492100
INN	SUMMIT HOTEL PROPERTIES INC	3,313,667	$31.91M	0.3%	$12.50	—	COMMON	866082100
AORT	CRYOLIFE INC	1,412,070	$31.48M	0.3%	$22.13	+16.4%	COMMON	228903100
CRI	CARTERS INC	323,557	$31.46M	0.3%	$80.77	+4.0%	COMMON	146229109
CMA	COMERICA INC	381,583	$30.72M	0.3%	$54.33	+7.5%	COMMON	200340107
KMPR	KEMPER CORP	456,714	$30.5M	0.3%	$75.21	-9.8%	COMMON	488401100
MMYT	MAKEMYTRIP LTD	1,116,199	$30.35M	0.3%	$20.93	+29.1%	COMMON	V5633W109
HTHT	HUAZHU GROUP LTD-ADR	656,025	$30.09M	0.3%	$40.60	—	COMMON	44332N106
ICUI	ICU MEDICAL INC	123,773	$28.89M	0.3%	$79.30	+164.4%	COMMON	44930G107
SAIA	SAIA INC	119,282	$28.39M	0.3%	$178.82	+29.3%	COMMON	78709Y105
SCHW	SCHWAB (CHARLES) CORP	384,320	$27.99M	0.3%	$66.61	+1.2%	COMMON	808513105
CSTL	CASTLE BIOSCIENCES INC	420,374	$27.95M	0.2%	$50.08	+40.5%	COMMON	14843C105
OLLI	OLLIES BARGAIN OUTLET HOLDI	456,301	$27.51M	0.2%	$71.45	+13.3%	COMMON	681116109
—	COVETRUS INC	1,515,683	$27.5M	0.2%	$25.62	—	COMMON	22304C100
SYY	SYSCO CORP	344,685	$27.06M	0.2%	$67.77	0.0%	COMMON	871829107
NSSC	NAPCO SECURITY TECHNOLOGIES	624,549	$26.91M	0.2%	$12.49	+44.8%	COMMON	630402105
FE	FIRSTENERGY CORP	753,256	$26.83M	0.2%	$33.83	-6.1%	COMMON	337932107
WH	WYNDHAM HOTELS & RESORTS INC	343,889	$26.55M	0.2%	$68.56	+4.7%	COMMON	98311A105
POWI	POWER INTEGRATIONS INC	264,836	$26.22M	0.2%	$35.08	+162.5%	COMMON	739276103
IDXX	IDEXX LABORATORIES INC	42,072	$26.16M	0.2%	$292.66	+129.6%	COMMON	45168D104
ROP	ROPER TECHNOLOGIES INC	58,313	$26.02M	0.2%	$358.05	+30.3%	COMMON	776696106
HELE	HELEN OF TROY LTD	115,603	$25.97M	0.2%	$115.42	+98.3%	COMMON	G4388N106
WWW	WOLVERINE WORLD WIDE INC	862,226	$25.73M	0.2%	$20.66	+46.9%	COMMON	978097103
AMSF	AMERISAFE INC	455,959	$25.61M	0.2%	$20.95	+80.8%	COMMON	03071H100
—	BLACK KNIGHT INC	352,105	$25.35M	0.2%	$59.18	—	COMMON	09215C105
—	NORDSTROM INC	955,092	$25.26M	0.2%	$37.87	—	COMMON	655664100
EBS	EMERGENT BIOSOLUTIONS INC	499,818	$25.03M	0.2%	$84.28	-28.1%	COMMON	29089Q105
—	CHUYS HOLDINGS INC	783,981	$24.72M	0.2%	$25.87	—	COMMON	171604101
SNDR	SCHNEIDER NATIONAL INC-CL B	1,055,661	$24M	0.2%	$22.40	-1.3%	COMMON	80689H102
CME	CME GROUP INC	123,967	$23.97M	0.2%	$126.22	+34.1%	COMMON	12572Q105
TME	TENCENT MUSIC ENTERTAINM-ADR	3,187,739	$23.11M	0.2%	$13.24	—	COMMON	88034P109
NHI	NATL HEALTH INVESTORS INC	420,480	$22.5M	0.2%	$60.49	—	COMMON	63633D104
GSHD	GOOSEHEAD INSURANCE INC -A	142,317	$21.67M	0.2%	$44.68	+201.8%	COMMON	38267D109
CHTR	CHARTER COMMUNICATIONS INC-A	29,712	$21.62M	0.2%	$550.47	+37.8%	COMMON	16119P108
PYPL	PAYPAL HOLDINGS INC	83,061	$21.61M	0.2%	$124.79	+126.8%	COMMON	70450Y103
APAM	ARTISAN PARTNERS ASSET MA -A	440,794	$21.56M	0.2%	$17.91	+90.1%	COMMON	04316A108
QCOM	QUALCOMM INC	167,029	$21.54M	0.2%	$74.89	+72.0%	COMMON	747525103
—	TERMINIX GLOBAL HOLDINGS INC	509,899	$21.25M	0.2%	$50.56	—	COMMON	88087E100
—	MERIDIAN BANCORP INC	1,002,014	$20.8M	0.2%	$17.98	—	COMMON	58958U103
—	ANSYS INC	59,449	$20.24M	0.2%	$150.96	—	COMMON	03662Q105
CMP	COMPASS MINERALS INTERNATION	311,262	$20.05M	0.2%	$52.73	+18.6%	COMMON	20451N101
RVLV	REVOLVE GROUP INC	318,612	$19.68M	0.2%	$53.72	+21.2%	COMMON	76156B107
AGNC	AGNC INVESTMENT CORP	1,242,740	$19.6M	0.2%	$16.03	—	COMMON	00123Q104
HTLD	HEARTLAND EXPRESS INC	1,212,759	$19.43M	0.2%	$15.74	+6.0%	COMMON	422347104
CMCO	COLUMBUS MCKINNON CORP/NY	398,650	$19.27M	0.2%	$40.95	+5.7%	COMMON	199333105
CODI	COMPASS DIVERSIFIED HOLDINGS	683,509	$19.25M	0.2%	$22.52	0.0%	COMMON	20451Q104
SITE	SITEONE LANDSCAPE SUPPLY INC	95,090	$18.97M	0.2%	$57.42	+229.1%	COMMON	82982L103
FOXF	FOX FACTORY HOLDING CORP	127,677	$18.45M	0.2%	$38.10	+303.0%	COMMON	35138V102
LPRO	OPEN LENDING CORP - CL A	496,686	$17.91M	0.2%	$38.34	-0.3%	COMMON	68373J104
OPLN	KAR AUCTION SERVICES INC	1,084,962	$17.78M	0.2%	$17.21	-2.0%	COMMON	48238T109
SLGN	SILGAN HOLDINGS INC	462,022	$17.72M	0.2%	$27.27	+49.3%	COMMON	827048109
—	US ECOLOGY INC	531,052	$17.18M	0.2%	$56.99	—	COMMON	91734M103
NOW	SERVICENOW INC	27,267	$16.97M	0.2%	$45.24	+167.7%	COMMON	81762P102
CHE	CHEMED CORP	35,516	$16.52M	0.1%	$439.36	+5.7%	COMMON	16359R103
TDG	TRANSDIGM GROUP INC	25,487	$15.92M	0.1%	$519.19	0.0%	COMMON	893641100
—	VIPER ENERGY PARTNERS LP	689,186	$15.06M	0.1%	$21.85	—	COMMON	92763M105
ATKR	ATKORE INC	172,275	$14.97M	0.1%	$59.02	+36.1%	COMMON	047649108
VCEL	VERICEL CORP	298,325	$14.56M	0.1%	$16.98	+204.8%	COMMON	92346J108
BBD	BANCO BRADESCO-ADR	3,781,029	$14.48M	0.1%	$8.79	—	COMMON	059460303
—	OZON HOLDINGS PLC - ADR	281,472	$14.2M	0.1%	$56.31	—	COMMON	69269L104
INFY	INFOSYS LTD-SP ADR	608,902	$13.55M	0.1%	$11.30	—	COMMON	456788108
CACI	CACI INTERNATIONAL INC -CL A	50,625	$13.27M	0.1%	$244.59	+5.6%	COMMON	127190304
ITUB	ITAU UNIBANCO H-SPON PRF ADR	2,463,887	$12.98M	0.1%	$7.78	—	COMMON	465562106
NTES	NETEASE INC-ADR	138,090	$11.79M	0.1%	$124.98	—	COMMON	64110W102
—	BIOHAVEN PHARMACEUTICAL HOLD	77,758	$10.8M	0.1%	$44.65	—	COMMON	G11196105
PAGS	PAGSEGURO DIGITAL LTD-CL A	206,952	$10.7M	0.1%	$32.14	+74.5%	COMMON	G68707101
PJT	PJT PARTNERS INC - A	131,638	$10.41M	0.1%	$70.63	0.0%	COMMON	69343T107
THC	TENET HEALTHCARE CORP	151,676	$10.08M	0.1%	$36.37	+95.0%	COMMON	88033G407
IRT	INDEPENDENCE REALTY TRUST IN	445,169	$9.059M	0.1%	$13.98	—	COMMON	45378A106
WWD	WOODWARD INC	78,906	$8.932M	0.1%	$69.77	+65.3%	COMMON	980745103
CBZ	CBIZ INC	275,546	$8.911M	0.1%	$23.11	+40.8%	COMMON	124805102
—	PLX PHARMA INC	456,596	$8.812M	0.1%	$9.03	—	COMMON	72942A107
WD	WALKER & DUNLOP INC	74,644	$8.472M	0.1%	$67.55	+37.3%	COMMON	93148P102
GPI	GROUP 1 AUTOMOTIVE INC	44,735	$8.405M	0.1%	$124.06	+36.8%	COMMON	398905109
ASTH	APOLLO MEDICAL HOLDINGS INC	89,336	$8.134M	0.1%	$26.67	+218.9%	COMMON	03763A207
—	ALBIREO PHARMA INC	258,381	$8.061M	0.1%	$33.90	—	COMMON	01345P106
GTN	GRAY TELEVISION INC	347,916	$7.939M	0.1%	$16.69	+32.6%	COMMON	389375106
ROG	ROGERS CORP	42,016	$7.836M	0.1%	$106.85	+84.1%	COMMON	775133101
—	ARENA PHARMACEUTICALS INC	130,249	$7.756M	0.1%	$48.72	—	COMMON	040047607
TVTX	TRAVERE THERAPEUTICS INC	310,518	$7.53M	0.1%	$23.35	-21.3%	COMMON	89422G107
CENT	CENTRAL GARDEN & PET CO	155,711	$7.474M	0.1%	$30.57	+23.1%	COMMON	153527106
PHAT	PHATHOM PHARMACEUTICALS INC	224,923	$7.22M	0.1%	$41.05	-19.1%	COMMON	71722W107
UFPT	UFP TECHNOLOGIES INC	116,126	$7.152M	0.1%	$38.18	+65.3%	COMMON	902673102
FIBK	FIRST INTERSTATE BANCSYS-A	175,960	$7.084M	0.1%	$30.26	+7.2%	COMMON	32055Y201
—	AMERICAN SOFTWARE INC-CL A	294,083	$6.984M	0.1%	$19.54	—	COMMON	029683109
GRBK	GREEN BRICK PARTNERS INC	332,865	$6.83M	0.1%	$9.04	+160.7%	COMMON	392709101
SIGI	SELECTIVE INSURANCE GROUP	89,560	$6.764M	0.1%	$57.13	+31.4%	COMMON	816300107
BLD	TOPBUILD CORP	32,561	$6.669M	0.1%	$143.62	+46.3%	COMMON	89055F103
—	CARDIOVASCULAR SYSTEMS INC	202,886	$6.661M	0.1%	$35.17	—	COMMON	141619106
—	DECIPHERA PHARMACEUTICALS IN	194,188	$6.599M	0.1%	$44.84	—	COMMON	24344T101
—	SCHNITZER STEEL INDS INC-A	147,210	$6.449M	0.1%	$34.35	—	COMMON	806882106
SHC	SOTERA HEALTH CO	245,270	$6.414M	0.1%	$24.19	0.0%	COMMON	83601L102
GTX	GARRETT MOTION INC	869,265	$6.406M	0.1%	$7.18	0.0%	COMMON	366505105
CRL	CHARLES RIVER LABORATORIES	15,302	$6.315M	0.1%	$137.28	+202.5%	COMMON	159864107
INSM	INSMED INC	227,660	$6.27M	0.1%	$33.19	-21.0%	COMMON	457669307
FORR	FORRESTER RESEARCH INC	126,153	$6.214M	0.1%	$37.31	+25.7%	COMMON	346563109
IWM	ISHARES RUSSELL 2000 ETF	27,998	$6.125M	0.1%	$207.34	—	MUTUAL FUND	464287655
USPH	U.S. PHYSICAL THERAPY INC	55,261	$6.112M	0.1%	$100.90	+12.9%	COMMON	90337L108
—	ZOGENIX INC	392,444	$5.961M	0.1%	$26.95	—	COMMON	98978L204
CALY	CALLAWAY GOLF COMPANY	208,844	$5.77M	0.1%	$22.22	+36.9%	COMMON	131193104
NSP	INSPERITY INC	51,815	$5.738M	0.1%	$42.67	+110.5%	COMMON	45778Q107
NVST	ENVISTA HOLDINGS CORP	137,045	$5.73M	0.1%	$23.05	+82.9%	COMMON	29415F104
CBU	COMMUNITY BANK SYSTEM INC	83,370	$5.704M	0.1%	$54.31	+14.7%	COMMON	203607106
HWKN	HAWKINS INC	161,819	$5.644M	0.1%	$24.86	+39.1%	COMMON	420261109
FCPT	FOUR CORNERS PROPERTY TRUST	207,693	$5.579M	0.0%	$29.15	—	COMMON	35086T109
—	DENNYS CORP	340,283	$5.56M	0.0%	$14.87	—	COMMON	24869P104
ACLS	AXCELIS TECHNOLOGIES INC	115,370	$5.426M	0.0%	$37.29	+16.7%	COMMON	054540208
CSL	CARLISLE COS INC	26,651	$5.298M	0.0%	$123.28	+55.8%	COMMON	142339100
FMBH	FIRST MID BANCSHARES INC	128,839	$5.29M	0.0%	$26.89	+32.0%	COMMON	320866106
OEC	ORION ENGINEERED CARBONS SA	286,901	$5.23M	0.0%	$16.51	+8.4%	COMMON	L72967109
AGM	FEDERAL AGRIC MTG CORP-CL C	47,096	$5.111M	0.0%	$63.22	+36.4%	COMMON	313148306
CW	CURTISS-WRIGHT CORP	40,080	$5.057M	0.0%	$107.41	+9.4%	COMMON	231561101
GTY	GETTY REALTY CORP	171,465	$5.026M	0.0%	$28.04	—	COMMON	374297109
SNX	SYNNEX CORP	47,805	$4.977M	0.0%	$87.62	+28.5%	COMMON	87162W100
—	TRITON INTERNATIONAL LTD	94,005	$4.892M	0.0%	$52.04	—	COMMON	G9078F107
BWB	BRIDGEWATER BANCSHARES INC	278,996	$4.885M	0.0%	$10.81	+50.1%	COMMON	108621103
EBC	EASTERN BANKSHARES INC	238,675	$4.845M	0.0%	$15.33	+10.8%	COMMON	27627N105
IBOC	INTERNATIONAL BANCSHARES CRP	114,903	$4.785M	0.0%	$29.87	+21.6%	COMMON	459044103
—	WHOLE EARTH BRANDS INC	402,846	$4.653M	0.0%	$10.90	—	COMMON	96684W100
—	CHASE CORP	45,432	$4.641M	0.0%	$113.06	—	COMMON	16150R104
XHR	XENIA HOTELS & RESORTS INC	260,386	$4.619M	0.0%	$16.33	—	COMMON	984017103
—	OYSTER POINT PHARMA INC	388,730	$4.606M	0.0%	$23.36	—	COMMON	69242L106
PLOW	DOUGLAS DYNAMICS INC	125,181	$4.544M	0.0%	$39.08	-1.4%	COMMON	25960R105
—	AMYRIS INC	327,900	$4.502M	0.0%	$13.73	—	COMMON	03236M200
EFSC	ENTERPRISE FINANCIAL SERVICE	99,080	$4.486M	0.0%	$32.18	+26.5%	COMMON	293712105
PKE	PARK AEROSPACE CORP	323,088	$4.42M	0.0%	$15.78	-7.1%	COMMON	70014A104
FFBC	FIRST FINANCIAL BANCORP	186,967	$4.377M	0.0%	$14.39	+33.4%	COMMON	320209109
SKYW	SKYWEST INC	88,186	$4.351M	0.0%	$39.35	+10.6%	COMMON	830879102
LEGH	LEGACY HOUSING CORP	238,708	$4.29M	0.0%	$12.12	+47.6%	COMMON	52472M101
GDS	GDS HOLDINGS LTD - ADR	74,448	$4.215M	0.0%	$81.83	—	COMMON	36165L108
IPAR	INTER PARFUMS INC	55,876	$4.178M	0.0%	$45.05	+62.3%	COMMON	458334109
PSMT	PRICESMART INC	53,280	$4.132M	0.0%	$71.45	+10.6%	COMMON	741511109
—	SILK ROAD MEDICAL INC	74,040	$4.074M	0.0%	$41.89	—	COMMON	82710M100
CHCO	CITY HOLDING CO	51,298	$3.997M	0.0%	$57.66	+15.8%	COMMON	177835105
PUMP	PROPETRO HOLDING CORP	459,279	$3.973M	0.0%	$6.67	+17.1%	COMMON	74347M108
—	CMC MATERIALS INC	32,190	$3.967M	0.0%	$151.31	—	COMMON	12571T100
TSM	TAIWAN SEMICONDUCTOR-SP ADR	35,341	$3.946M	0.0%	$55.99	—	COMMON	874039100
DCI	DONALDSON CO INC	67,025	$3.848M	0.0%	$44.37	+35.4%	COMMON	257651109
—	NOODLES & CO	322,127	$3.801M	0.0%	$12.48	—	COMMON	65540B105
RFL	RAFAEL HOLDINGS INC-CLASS B	122,710	$3.771M	0.0%	$32.41	+41.7%	COMMON	75062E106
SWX	SOUTHWEST GAS HOLDINGS INC	56,004	$3.746M	0.0%	$66.88	+4.3%	COMMON	844895102
TEX	TEREX CORP	86,625	$3.647M	0.0%	$47.32	0.0%	COMMON	880779103
EVI	EVI INDUSTRIES INC	133,338	$3.627M	0.0%	$18.99	+35.9%	COMMON	26929N102
—	GRAFTECH INTERNATIONAL LTD	345,345	$3.564M	0.0%	$11.33	—	COMMON	384313508
EL	ESTEE LAUDER COMPANIES-CL A	11,633	$3.489M	0.0%	$186.33	+63.9%	COMMON	518439104
CTRE	CARETRUST REIT INC	168,558	$3.425M	0.0%	$21.46	—	COMMON	14174T107
EPI	WISDOMTREE INDIA EARNINGS	91,125	$3.408M	0.0%	$24.12	—	MUTUAL FUND	97717W422
—	EQUITY COMMONWEALTH	127,982	$3.325M	0.0%	$32.22	—	COMMON	294628102
WSBC	WESBANCO INC	94,828	$3.232M	0.0%	$29.44	+12.5%	COMMON	950810101
THR	THERMON GROUP HOLDINGS INC	183,841	$3.182M	0.0%	$23.09	-28.0%	COMMON	88362T103
—	BOTTOMLINE TECHNOLOGIES INC	80,844	$3.176M	0.0%	$32.88	—	COMMON	101388106
DY	DYCOM INDUSTRIES INC	43,898	$3.127M	0.0%	$83.58	-15.4%	COMMON	267475101
NKE	NIKE INC -CL B	21,345	$3.1M	0.0%	$91.42	+66.9%	COMMON	654106103
—	LEXINGTON REALTY TRUST	237,889	$3.033M	0.0%	$10.75	—	COMMON	529043101
INDA	ISHARES MSCI INDIA ETF	62,276	$3.032M	0.0%	$34.54	—	MUTUAL FUND	46429B598
HEI/A	HEICO CORP-CLASS A	25,453	$3.014M	0.0%	$86.93	+36.4%	COMMON	422806208
WOR	WORTHINGTON INDUSTRIES	55,063	$2.902M	0.0%	$32.57	+10.7%	COMMON	981811102
JRVR	JAMES RIVER GROUP HOLDINGS L	75,707	$2.856M	0.0%	$47.04	-22.4%	COMMON	G5005R107
—	ONCOCYTE CORP	781,789	$2.783M	0.0%	$5.19	—	COMMON	68235C107
JELD	JELD-WEN HOLDING INC	104,753	$2.622M	0.0%	$31.16	-14.4%	COMMON	47580P103
—	RENEWABLE ENERGY GROUP INC	51,386	$2.58M	0.0%	$67.48	—	COMMON	75972A301
—	MDC HOLDINGS INC	54,713	$2.556M	0.0%	$48.81	—	COMMON	552676108
DIS	WALT DISNEY CO/THE	14,157	$2.395M	0.0%	$119.16	+46.1%	COMMON	254687106
EGP	EASTGROUP PROPERTIES INC	13,950	$2.324M	0.0%	$129.32	—	COMMON	277276101
KMB	KIMBERLY-CLARK CORP	16,667	$2.207M	0.0%	$92.04	+25.5%	COMMON	494368103
KLAC	KLA CORP	6,150	$2.057M	0.0%	$318.72	0.0%	COMMON	482480100
PDD	PINDUODUO INC-ADR	21,050	$1.909M	0.0%	$106.66	—	COMMON	722304102
SEI	SOLARIS OILFIELD INFRAST-A	216,055	$1.802M	0.0%	$6.26	+8.8%	COMMON	83418M103
NVO	NOVO-NORDISK A/S-SPONS ADR	17,651	$1.695M	0.0%	$62.12	—	COMMON	670100205
SBUX	STARBUCKS CORP	15,046	$1.66M	0.0%	$71.70	+47.4%	COMMON	855244109
—	PAYCOR HCM INC	45,490	$1.599M	0.0%	$35.15	—	COMMON	70435P102
—	SEASPINE HOLDINGS CORP	96,097	$1.512M	0.0%	$15.73	—	COMMON	81255T108
ZTS	ZOETIS INC	5,551	$1.078M	0.0%	$47.66	+306.5%	COMMON	98978V103
WST	WEST PHARMACEUTICAL SERVICES	2,469	$1.049M	0.0%	$170.86	+144.1%	COMMON	955306105
POOL	POOL CORP	2,321	$1.009M	0.0%	$104.89	+328.2%	COMMON	73278L105
MKTX	MARKETAXESS HOLDINGS INC	2,171	$913K	0.0%	$74.08	+486.0%	COMMON	57060D108
GGG	GRACO INC	10,451	$731K	0.0%	$40.20	+80.2%	COMMON	384109104
KO	COCA-COLA CO/THE	13,480	$707K	0.0%	$43.52	+12.1%	COMMON	191216100
—	ATHERSYS INC	521,400	$693K	0.0%	$2.98	—	COMMON	04744L106
DE	DEERE & CO	1,700	$570K	0.0%	$81.42	+316.7%	COMMON	244199105
LKQ	LKQ CORP	10,974	$552K	0.0%	$35.04	+30.4%	COMMON	501889208
TYL	TYLER TECHNOLOGIES INC	1,197	$549K	0.0%	$304.55	+56.8%	COMMON	902252105
—	IAA INC	8,242	$450K	0.0%	$54.83	—	COMMON	449253103
EVR	EVERCORE INC	3,043	$407K	0.0%	$109.66	+14.0%	COMMON	29977A105
AMGN	AMGEN INC	1,784	$379K	0.0%	$138.62	+44.5%	COMMON	031162100
SSNC	SS&C TECHNOLOGIES HOLDINGS	5,188	$360K	0.0%	$62.39	+18.8%	COMMON	78467J100
KNX	KNIGHT-SWIFT TRANSPORTATION	6,379	$326K	0.0%	$35.31	+35.5%	COMMON	499049104
KMI	KINDER MORGAN INC	19,079	$319K	0.0%	$11.38	+16.6%	COMMON	49456B101
—	PIONEER NATURAL RESOURCES CO	1,863	$310K	0.0%	$158.90	—	COMMON	723787107
EPAM	EPAM SYSTEMS INC	416	$237K	0.0%	$131.86	+346.2%	COMMON	29414B104
HYD	VANECK HIGH YIELD MUNI ETF	3,351	$209K	0.0%	$62.37	—	MUTUAL FUND	92189H409
EWY	ISHARES MSCI SOUTH KOREA ETF	2,576	$208K	0.0%	$59.37	—	MUTUAL FUND	464286772
EWT	ISHARES MSCI TAIWAN ETF	2,796	$173K	0.0%	$39.01	—	MUTUAL FUND	46434G772
LPLA	LPL FINANCIAL HOLDINGS INC	950	$149K	0.0%	$144.96	-0.9%	COMMON	50212V100
HBAN	HUNTINGTON BANCSHARES INC	6,443	$100K	0.0%	$12.39	-2.8%	COMMON	446150104
INDB	INDEPENDENT BANK CORP/MA	1,219	$93,000	0.0%	$63.00	-0.3%	COMMON	453836108
RDY	DR. REDDYS LABORATORIES-ADR	1,338	$87,000	0.0%	$46.04	—	COMMON	256135203
EZA	ISHARES MSCI SOUTH AFRICA ET	1,840	$87,000	0.0%	$43.29	—	MUTUAL FUND	464286780
ECL	ECOLAB INC	391	$82,000	0.0%	$138.79	+50.3%	COMMON	278865100
HCM	HUTCHMED CHINA-ADR	2,235	$82,000	0.0%	$22.63	—	COMMON	44842L103
—	FLAGSTAR BANCORP INC	1,585	$80,000	0.0%	$40.69	—	COMMON	337930705
PAC	GRUPO AEROPORTUARIO PAC-ADR	670	$78,000	0.0%	$86.64	—	COMMON	400506101
AAPL	APPLE INC	402	$57,000	0.0%	$118.79	+21.1%	COMMON	037833100
PODD	INSULET CORP	170	$48,000	0.0%	$112.66	+153.2%	COMMON	45784P101
SCCO	SOUTHERN COPPER CORP	828	$46,000	0.0%	$27.22	+80.5%	COMMON	84265V105
—	ENVESTNET INC	549	$44,000	0.0%	$67.24	—	COMMON	29404K106
MAA	MID-AMERICA APARTMENT COMM	222	$42,000	0.0%	$68.81	+133.9%	COMMON	59522J103
FMX	FOMENTO ECONOMICO MEX-SP ADR	375	$33,000	0.0%	$87.89	—	COMMON	344419106
VXF	VANGUARD EXTENDED MARKET ETF	183	$33,000	0.0%	$128.02	—	COMMON	922908652
MRK	MERCK & CO. INC.	302	$23,000	0.0%	$39.03	+69.4%	COMMON	58933Y105
ABEV	AMBEV SA-ADR	7,165	$20,000	0.0%	$3.83	—	COMMON	02319V103
VB	VANGUARD SMALL-CAP ETF	53	$12,000	0.0%	$226.42	—	COMMON	922908751
LECO	LINCOLN ELECTRIC HOLDINGS	70	$9,000	0.0%	$69.91	+94.6%	COMMON	533900106
WBS	WEBSTER FINANCIAL CORP	138	$8,000	0.0%	$40.08	+24.2%	COMMON	947890109
—	GLAXOSMITHKLINE PLC-SPON ADR	190	$7,000	0.0%	$40.67	—	COMMON	37733W105
WAB	WABTEC CORP	34	$3,000	0.0%	$71.35	+17.7%	COMMON	929740108
—	PREMIER INC-CLASS A	75	$3,000	0.0%	$32.77	—	COMMON	74051N102
WSC	WILLSCOT MOBILE MINI HOLDING	103	$3,000	0.0%	$15.98	+80.8%	COMMON	971378104
MIDD	MIDDLEBY CORP	15	$3,000	0.0%	$110.39	+63.7%	COMMON	596278101
—	BERRY GLOBAL GROUP INC	45	$3,000	0.0%	$51.07	—	COMMON	08579W103
BJRI	BJS RESTAURANTS INC	45	$2,000	0.0%	$41.40	+1.4%	COMMON	09180C106
OGE	OGE ENERGY CORP	59	$2,000	0.0%	$34.21	+0.9%	COMMON	670837103
LEN	LENNAR CORP-A	7	$1,000	0.0%	$44.86	+106.9%	COMMON	526057104
—	CALLON PETROLEUM CO	18	$1,000	0.0%	$55.56	—	COMMON	13123X508
—	DRIL-QUIP INC	15	$0	0.0%	$66.68	—	COMMON	262037104