Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	59,924	$63.12M	3.5%	$37.08	+38.2%	CAP STK CL A	02079K305
MSFT	MICROSOFT CORP	407,567	$34.86M	1.9%	$31.97	+135.4%	COM	594918104
PYPL	PAYPAL HLDGS INC	457,928	$33.71M	1.9%	$36.27	+98.9%	COM	70450Y103
AWK	AMERICAN WTR WKS CO INC NEW	354,541	$32.44M	1.8%	$64.18	+18.0%	COM	030420103
PNC	PNC FINL SVCS GROUP INC	199,980	$28.86M	1.6%	$70.18	+49.1%	COM	693475105
—	UNILEVER N V	494,425	$27.85M	1.5%	$40.92	—	N Y SHS NEW	904784709
—	CIGNA CORPORATION	137,009	$27.82M	1.5%	$132.34	—	COM	125509109
ADBE	ADOBE SYS INC	153,508	$26.9M	1.5%	$62.67	+174.5%	COM	00724F101
MKC	MCCORMICK & CO INC	252,824	$25.77M	1.4%	$41.53	+2.8%	COM NON VTG	579780206
XYL	XYLEM INC	371,272	$25.32M	1.4%	$33.17	+81.7%	COM	98419M100
BAC	BANK AMER CORP	836,094	$24.68M	1.4%	$13.16	+73.1%	COM	060505104
MRK	MERCK & CO INC	431,870	$24.3M	1.3%	$39.39	+9.2%	COM	58933Y105
TJX	TJX COS INC NEW	313,304	$23.96M	1.3%	$29.24	+10.8%	COM	872540109
HD	HOME DEPOT INC	125,461	$23.78M	1.3%	$66.30	+113.7%	COM	437076102
HXL	HEXCEL CORP NEW	378,753	$23.43M	1.3%	$43.12	+41.0%	COM	428291108
SBUX	STARBUCKS CORP	398,379	$22.88M	1.3%	$44.10	+7.5%	COM	855244109
CB	CHUBB LIMITED	152,290	$22.25M	1.2%	$108.46	+19.4%	COM	H1467J104
HOLX	HOLOGIC INC	515,798	$22.05M	1.2%	$30.38	+31.3%	COM	436440101
VZ	VERIZON COMMUNICATIONS INC	415,944	$22.02M	1.2%	$30.19	+5.8%	COM	92343V104
MA	MASTERCARD INCORPORATED	141,504	$21.42M	1.2%	$90.70	+56.8%	CL A	57636Q104
JBHT	HUNT J B TRANS SVCS INC	183,721	$21.12M	1.2%	$70.26	+42.3%	COM	445658107
CSCO	CISCO SYS INC	528,516	$20.24M	1.1%	$16.16	+73.1%	COM	17275R102
PANW	PALO ALTO NETWORKS INC	138,249	$20.04M	1.1%	$19.21	+26.6%	COM	697435105
ETN	EATON CORP PLC	253,401	$20.02M	1.1%	$50.63	+30.9%	SHS	G29183103
WAB	WABTEC CORP	240,756	$19.61M	1.1%	$59.02	+23.4%	COM	929740108
NKE	NIKE INC	309,172	$19.34M	1.1%	$48.86	+6.0%	CL B	654106103
AAPL	APPLE INC	114,193	$19.32M	1.1%	$21.44	+82.3%	COM	037833100
ECL	ECOLAB INC	143,747	$19.29M	1.1%	$105.27	+15.7%	COM	278865100
—	SVB FINL GROUP	81,045	$18.95M	1.0%	$108.35	—	COM	78486Q101
KEY	KEYCORP NEW	906,351	$18.28M	1.0%	$8.15	+60.3%	COM	493267108
AFL	AFLAC INC	205,296	$18.02M	1.0%	$23.13	+52.6%	COM	001055102
ADI	ANALOG DEVICES INC	185,626	$16.53M	0.9%	$56.12	+35.6%	COM	032654105
BK	BANK NEW YORK MELLON CORP	304,415	$16.4M	0.9%	$38.24	+11.5%	COM	064058100
—	CELGENE CORP	154,645	$16.14M	0.9%	$106.61	—	COM	151020104
FFIV	F5 NETWORKS INC	122,845	$16.12M	0.9%	$112.54	+10.4%	COM	315616102
MIDD	MIDDLEBY CORP	117,710	$15.88M	0.9%	$102.65	+19.2%	COM	596278101
UNFI	UNITED NAT FOODS INC	317,983	$15.67M	0.9%	$55.40	-21.1%	COM	911163103
—	ANSYS INC	105,047	$15.5M	0.9%	$86.72	—	COM	03662Q105
COST	COSTCO WHSL CORP NEW	82,727	$15.4M	0.8%	$107.45	+43.7%	COM	22160K105
MSCI	MSCI INC	119,803	$15.16M	0.8%	$66.37	+72.7%	COM	55354G100
RGA	REINSURANCE GROUP AMER INC	96,408	$15.03M	0.8%	$65.72	+130.4%	COM NEW	759351604
FRCB	FIRST REP BK SAN FRANCISCO C	170,823	$14.8M	0.8%	$60.27	+51.6%	COM	33616C100
EOG	EOG RES INC	137,075	$14.79M	0.8%	$62.06	+21.5%	COM	26875P101
EWBC	EAST WEST BANCORP INC	242,252	$14.74M	0.8%	$25.09	+95.1%	COM	27579R104
MDT	MEDTRONIC PLC	181,399	$14.65M	0.8%	$58.39	+11.3%	SHS	G5960L103
BLKB	BLACKBAUD INC	154,946	$14.64M	0.8%	$78.94	+20.3%	COM	09227Q100
—	LOGMEIN INC	126,010	$14.43M	0.8%	$91.06	—	COM	54142L109
TGT	TARGET CORP	213,641	$13.94M	0.8%	$49.10	-2.1%	COM	87612E106
TRV	TRAVELERS COMPANIES INC	101,470	$13.76M	0.8%	$96.54	+14.5%	COM	89417E109
CRM	SALESFORCE COM INC	134,116	$13.71M	0.8%	$50.71	+98.5%	COM	79466L302
PG	PROCTER AND GAMBLE CO	148,476	$13.64M	0.8%	$58.17	+24.9%	COM	742718109
LULU	LULULEMON ATHLETICA INC	171,232	$13.46M	0.7%	$59.50	+12.0%	COM	550021109
JCI	JOHNSON CTLS INTL PLC	351,505	$13.4M	0.7%	$33.27	-2.4%	SHS	G51502105
BWA	BORGWARNER INC	260,378	$13.3M	0.7%	$37.51	+8.5%	COM	099724106
META	FACEBOOK INC	73,305	$12.94M	0.7%	$160.98	+9.0%	CL A	30303M102
AYI	ACUITY BRANDS INC	72,828	$12.82M	0.7%	$177.43	-8.8%	COM	00508Y102
TSCO	TRACTOR SUPPLY CO	169,529	$12.67M	0.7%	$12.03	-5.8%	COM	892356106
SBAC	SBA COMMUNICATIONS CORP NEW	75,388	$12.32M	0.7%	$102.82	+42.7%	CL A	78410G104
AVB	AVALONBAY CMNTYS INC	68,775	$12.27M	0.7%	$128.58	+6.5%	COM	053484101
SEE	SEALED AIR CORP NEW	246,301	$12.14M	0.7%	$25.43	+56.2%	COM	81211K100
—	HCP INC	461,653	$12.04M	0.7%	$36.97	—	COM	40414L109
FSLR	FIRST SOLAR INC	176,163	$11.89M	0.7%	$50.94	+15.1%	COM	336433107
IQV	IQVIA HLDGS INC	120,327	$11.78M	0.6%	$101.80	0.0%	COM	46266C105
WAT	WATERS CORP	60,706	$11.73M	0.6%	$115.81	+66.7%	COM	941848103
—	PRICELINE GRP INC	6,743	$11.72M	0.6%	$1195.35	—	COM NEW	741503403
ZBH	ZIMMER BIOMET HLDGS INC	94,461	$11.4M	0.6%	$87.89	+20.4%	COM	98956P102
DGX	QUEST DIAGNOSTICS INC	114,637	$11.29M	0.6%	$69.58	+15.9%	COM	74834L100
IFF	INTERNATIONAL FLAVORS&FRAGRA	72,177	$11.02M	0.6%	$99.13	+22.9%	COM	459506101
BIIB	BIOGEN INC	34,566	$11.01M	0.6%	$353.26	-9.2%	COM	09062X103
ORA	ORMAT TECHNOLOGIES INC	166,930	$10.68M	0.6%	$26.96	+122.8%	COM	686688102
CVS	CVS HEALTH CORP	147,146	$10.67M	0.6%	$73.34	-23.3%	COM	126650100
UPS	UNITED PARCEL SERVICE INC	86,948	$10.36M	0.6%	$65.73	+31.3%	CL B	911312106
ADSK	AUTODESK INC	97,974	$10.27M	0.6%	$61.76	+88.8%	COM	052769106
—	MAXIM INTEGRATED PRODS INC	190,854	$9.978M	0.5%	$39.25	—	COM	57772K101
OMC	OMNICOM GROUP INC	135,611	$9.876M	0.5%	$60.43	-11.3%	COM	681919106
NXPI	NXP SEMICONDUCTORS N V	83,862	$9.819M	0.5%	$50.89	+101.7%	COM	N6596X109
PWR	QUANTA SVCS INC	245,929	$9.618M	0.5%	$28.66	+28.4%	COM	74762E102
NWL	NEWELL BRANDS INC	309,758	$9.572M	0.5%	$31.49	-24.7%	COM	651229106
JNJ	JOHNSON & JOHNSON	68,478	$9.567M	0.5%	$61.64	+80.0%	COM	478160104
—	FEDERAL REALTY INVT TR	71,352	$9.477M	0.5%	$153.23	—	SH BEN INT NEW	313747206
NVS	NOVARTIS A G	110,086	$9.243M	0.5%	$79.38	—	SPONSORED ADR	66987V109
ROK	ROCKWELL AUTOMATION INC	46,359	$9.103M	0.5%	$105.08	+56.0%	COM	773903109
HASI	HANNON ARMSTRONG SUST INFR C	371,779	$8.945M	0.5%	$10.89	+45.1%	COM	41068X100
—	UMPQUA HLDGS CORP	423,090	$8.8M	0.5%	$17.20	—	COM	904214103
—	XILINX INC	129,987	$8.763M	0.5%	$47.25	—	COM	983919101
—	CITRIX SYS INC	96,263	$8.471M	0.5%	$68.23	—	COM	177376100
ILMN	ILLUMINA INC	38,722	$8.46M	0.5%	$189.45	+8.6%	COM	452327109
WM	WASTE MGMT INC DEL	97,388	$8.405M	0.5%	$52.18	+35.5%	COM	94106L109
—	AVANGRID INC	164,454	$8.318M	0.5%	$44.20	—	COM	05351W103
MPC	MARATHON PETE CORP	117,030	$7.722M	0.4%	$33.12	+43.4%	COM	56585A102
AOS	SMITH A O	124,901	$7.654M	0.4%	$36.18	+45.3%	COM	831865209
OKE	ONEOK INC NEW	141,379	$7.557M	0.4%	$29.84	+7.5%	COM	682680103
—	FOREST CITY RLTY TR INC	313,481	$7.555M	0.4%	$21.25	—	COM CL A	345605109
—	SHIRE PLC	45,164	$7.006M	0.4%	$168.19	—	SPONSORED ADR	82481R106
IPGP	IPG PHOTONICS CORP	32,525	$6.965M	0.4%	$86.52	+145.3%	COM	44980X109
—	OWENS ILL INC	311,170	$6.899M	0.4%	$18.36	—	COM NEW	690768403
WBS	WEBSTER FINL CORP CONN	120,674	$6.777M	0.4%	$37.43	+46.3%	COM	947890109
TSM	TAIWAN SEMICONDUCTOR MFG LTD	170,000	$6.741M	0.4%	$22.38	—	SPONSORED ADR	874039100
JLL	JONES LANG LASALLE INC	44,233	$6.588M	0.4%	$129.06	+8.2%	COM	48020Q107
BDX	BECTON DICKINSON & CO	29,835	$6.387M	0.4%	$103.62	+79.0%	COM	075887109
ASML	ASML HOLDING N V	35,362	$6.147M	0.3%	$104.10	—	N Y REGISTRY SHS	N07059210
V	VISA INC	52,262	$5.959M	0.3%	$61.28	+70.3%	COM CL A	92826C839
CHD	CHURCH & DWIGHT INC	117,170	$5.878M	0.3%	$40.98	+3.3%	COM	171340102
VFC	V F CORP	79,113	$5.855M	0.3%	$58.50	+12.9%	COM	918204108
BFAM	BRIGHT HORIZONS FAM SOL IN D	61,713	$5.801M	0.3%	$83.04	+6.7%	COM	109194100
DSI	ISHARES TR	57,709	$5.669M	0.3%	$91.78	—	MSCI KLD400 SOC	464288570
—	8POINT3 ENERGY PARTNERS LP	363,884	$5.535M	0.3%	$14.12	—	CL A RPT LTDPT	282539105
VRSK	VERISK ANALYTICS INC	57,549	$5.525M	0.3%	$65.63	+31.8%	COM	92345Y106
INTU	INTUIT	35,000	$5.522M	0.3%	$91.26	+57.9%	COM	461202103
ICE	INTERCONTINENTAL EXCHANGE IN	77,600	$5.475M	0.3%	$46.27	+33.6%	COM	45866F104
BALL	BALL CORP	133,182	$5.041M	0.3%	$33.54	+10.6%	COM	058498106
MTX	MINERALS TECHNOLOGIES INC	71,649	$4.933M	0.3%	$44.84	+53.0%	COM	603158106
—	PRAXAIR INC	30,112	$4.658M	0.3%	$127.90	—	COM	74005P104
—	APACHE CORP	109,423	$4.62M	0.3%	$64.18	—	COM	037411105
—	INGERSOLL-RAND PLC	50,950	$4.544M	0.2%	$89.19	—	SHS	G47791101
SAP	SAP SE	40,333	$4.532M	0.2%	$94.53	—	SPON ADR	803054204
GILD	GILEAD SCIENCES INC	60,968	$4.368M	0.2%	$50.05	+11.7%	COM	375558103
—	CERNER CORP	64,356	$4.337M	0.2%	$63.13	—	COM	156782104
ACN	ACCENTURE PLC IRELAND	28,300	$4.332M	0.2%	$83.80	+53.4%	SHS CLASS A	G1151C101
SYY	SYSCO CORP	70,736	$4.296M	0.2%	$45.82	0.0%	COM	871829107
—	BCE INC	90,000	$4.23M	0.2%	$45.82	—	PUT	05534B950
HSIC	SCHEIN HENRY INC	60,000	$4.193M	0.2%	$62.20	-6.7%	COM	806407102
SON	SONOCO PRODS CO	75,530	$4.013M	0.2%	$28.03	+41.5%	COM	835495102
RY	ROYAL BK CDA MONTREAL QUE	48,254	$3.94M	0.2%	$55.23	+43.6%	COM	780087102
ITW	ILLINOIS TOOL WKS INC	23,489	$3.919M	0.2%	$69.97	+87.0%	COM	452308109
MET	METLIFE INC	76,000	$3.843M	0.2%	$32.77	+21.7%	COM	59156R108
PLD	PROLOGIS INC	59,024	$3.808M	0.2%	$31.24	+66.5%	COM	74340W103
R	RYDER SYS INC	45,000	$3.788M	0.2%	$84.61	-3.5%	COM	783549108
HDB	HDFC BANK LTD	35,952	$3.655M	0.2%	$75.22	—	ADR REPS 3 SHS	40415F101
DAR	DARLING INGREDIENTS INC	200,000	$3.626M	0.2%	$10.42	+65.8%	COM	237266101
ITUB	ITAU UNIBANCO HLDG SA	275,000	$3.575M	0.2%	$6.85	—	SPON ADR REP PFD	465562106
MLKN	MILLER HERMAN INC	85,000	$3.404M	0.2%	$25.63	+11.3%	COM	600544100
—	CAMBREX CORP	69,671	$3.344M	0.2%	$19.51	—	COM	132011107
HMN	HORACE MANN EDUCATORS CORP N	73,716	$3.251M	0.2%	$34.02	+28.2%	COM	440327104
EW	EDWARDS LIFESCIENCES CORP	28,844	$3.251M	0.2%	$31.45	+16.7%	COM	28176E108
TILE	INTERFACE INC	119,931	$3.016M	0.2%	$18.20	+28.8%	COM	458665304
—	TIME WARNER INC	32,469	$2.97M	0.2%	$63.74	—	COM NEW	887317303
TSLA	TESLA INC	9,227	$2.873M	0.2%	$13.97	+55.7%	COM	88160R101
—	HESS CORP	58,401	$2.772M	0.2%	$66.22	—	COM	42809H107
DECK	DECKERS OUTDOOR CORP	31,542	$2.531M	0.1%	$12.26	-2.3%	COM	243537107
LNC	LINCOLN NATL CORP IND	31,908	$2.453M	0.1%	$29.38	+83.0%	COM	534187109
NGG	NATIONAL GRID PLC	39,577	$2.328M	0.1%	$62.82	—	SPONSORED ADR NE	636274409
HTGC	HERCULES CAPITAL INC	176,882	$2.321M	0.1%	$13.62	-4.0%	COM	427096508
MAR	MARRIOTT INTL INC NEW	17,068	$2.317M	0.1%	$114.71	0.0%	CL A	571903202
THG	HANOVER INS GROUP INC	20,967	$2.266M	0.1%	$69.03	+17.0%	COM	410867105
TRMB	TRIMBLE INC	55,486	$2.255M	0.1%	$31.88	+28.6%	COM	896239100
TTEK	TETRA TECH INC NEW	45,070	$2.17M	0.1%	$8.87	+9.4%	COM	88162G103
TPICQ	TPI COMPOSITES INC	103,809	$2.124M	0.1%	$19.98	+4.8%	COM	87266J104
—	AQUA AMERICA INC	54,099	$2.122M	0.1%	$30.38	—	COM	03836W103
SCHW	SCHWAB CHARLES CORP NEW	39,544	$2.031M	0.1%	$21.89	+92.4%	COM	808513105
SPY	SPDR S&P 500 ETF TR	7,431	$1.983M	0.1%	$242.41	—	TR UNIT	78462F103
—	CORE LABORATORIES N V	18,091	$1.982M	0.1%	$104.67	—	COM	N22717107
AVA	AVISTA CORP	37,671	$1.94M	0.1%	$18.15	+102.8%	COM	05379B107
ROG	ROGERS CORP	11,965	$1.937M	0.1%	$51.46	+193.0%	COM	775133101
MMM	3M CO	8,137	$1.915M	0.1%	$69.55	+108.5%	COM	88579Y101
SF	STIFEL FINL CORP	31,150	$1.855M	0.1%	$26.62	+22.4%	COM	860630102
CRI	CARTER INC	15,452	$1.815M	0.1%	$74.15	+10.4%	COM	146229109
LTC	LTC PPTYS INC	39,620	$1.725M	0.1%	$51.43	—	COM	502175102
LECO	LINCOLN ELEC HLDGS INC	18,828	$1.724M	0.1%	$60.34	+51.5%	COM	533900106
—	CONVERGYS CORP	69,325	$1.629M	0.1%	$24.29	—	COM	212485106
GIS	GENERAL MLS INC	26,574	$1.576M	0.1%	$34.96	+16.0%	COM	370334104
OMCL	OMNICELL INC	32,214	$1.562M	0.1%	$25.71	+96.2%	COM	68213N109
LKQ	LKQ CORP	38,308	$1.558M	0.1%	$27.97	+22.8%	COM	501889208
—	INC RESH HLDGS INC	35,567	$1.551M	0.1%	$45.53	—	CL A	45329R109
IMAX	IMAX CORP	65,097	$1.507M	0.1%	$28.17	-16.4%	COM	45245E109
—	TAILORED BRANDS INC	66,729	$1.457M	0.1%	$15.78	—	COM	87403A107
LW	LAMB WESTON HLDGS INC	25,141	$1.419M	0.1%	$46.74	0.0%	COM	513272104
—	TALLGRASS ENERGY GP LP	52,090	$1.341M	0.1%	$25.74	—	SHS CL A	874696107
GOOG	ALPHABET INC	1,256	$1.314M	0.1%	$36.29	+39.2%	CAP STK CL C	02079K107
—	FIVE PRIME THERAPEUTICS INC	59,002	$1.293M	0.1%	$41.53	—	COM	33830X104
—	ZENDESK INC	37,895	$1.282M	0.1%	$24.23	—	COM	98936J101
BDN	BRANDYWINE RLTY TR	70,025	$1.274M	0.1%	$17.54	—	SH BEN INT NEW	105368203
SCHH	SCHWAB STRATEGIC TR	30,314	$1.262M	0.1%	$43.14	—	US REIT ETF	808524847
AKR	ACADIA RLTY TR	44,613	$1.221M	0.1%	$31.24	—	COM SH BEN INT	004239109
—	PREMIER INC	40,684	$1.188M	0.1%	$32.57	—	CL A	74051N102
WT	WISDOMTREE INVTS INC	94,608	$1.187M	0.1%	$12.89	-11.0%	COM	97717P104
IRTC	IRHYTHM TECHNOLOGIES INC	18,924	$1.061M	0.1%	$37.13	+40.8%	COM	450056106
CPT	CAMDEN PPTY TR	11,464	$1.055M	0.1%	$52.97	+32.4%	SH BEN INT	133131102
EGBN	EAGLE BANCORP INC MD	18,109	$1.049M	0.1%	$20.29	+146.4%	COM	268948106
OGS	ONE GAS INC	13,765	$1.008M	0.1%	$49.84	+52.1%	COM	68235P108
ALKS	ALKERMES PLC	17,938	$982K	0.1%	$48.32	+5.6%	SHS	G01767105
FITB	FIFTH THIRD BANCORP	27,863	$846K	0.0%	$13.19	+63.0%	COM	316773100
—	NATIONAL OILWELL VARCO INC	22,897	$825K	0.0%	$66.47	—	COM	637071101
IBM	INTERNATIONAL BUSINESS MACHS	5,334	$818K	0.0%	$104.34	-2.1%	COM	459200101
—	SUPERIOR ENERGY SVCS INC	66,223	$638K	0.0%	$22.40	—	COM	868157108
LGND	LIGAND PHARMACEUTICALS INC	4,562	$625K	0.0%	$71.92	+20.5%	COM NEW	53220K504
NVO	NOVO-NORDISK A S	11,399	$612K	0.0%	$83.23	—	ADR	670100205
—	NEVRO CORP	8,646	$597K	0.0%	$74.63	—	COM	64157F103
—	NEW YORK CMNTY BANCORP INC	45,428	$591K	0.0%	$13.97	—	COM	649445103
GWW	GRAINGER W W INC	2,355	$556K	0.0%	$207.29	-10.9%	COM	384802104
PPG	PPG INDS INC	4,670	$546K	0.0%	$77.51	+27.7%	COM	693506107
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,756	$546K	0.0%	$137.53	+38.1%	CL B NEW	084670702
ORCL	ORACLE CORP	11,525	$545K	0.0%	$29.25	+48.7%	COM	68389X105
JPM	JPMORGAN CHASE & CO	5,094	$545K	0.0%	$47.58	+70.9%	COM	46625H100
SJM	SMUCKER J M CO	3,663	$455K	0.0%	$75.84	+13.1%	COM NEW	832696405
DIS	DISNEY WALT CO	3,935	$423K	0.0%	$78.43	+24.1%	COM DISNEY	254687106
PFE	PFIZER INC	11,433	$414K	0.0%	$17.66	+34.8%	COM	717081103
CL	COLGATE PALMOLIVE CO	5,206	$393K	0.0%	$50.54	+19.3%	COM	194162103
INTC	INTEL CORP	8,436	$389K	0.0%	$18.00	+103.0%	COM	458140100
CAT	CATERPILLAR INC DEL	2,435	$384K	0.0%	$66.01	+76.2%	COM	149123101
STT	STATE STR CORP	3,760	$367K	0.0%	$72.18	+3.1%	COM	857477103
UNH	UNITEDHEALTH GROUP INC	1,638	$361K	0.0%	$51.61	+260.5%	COM	91324P102
AMAT	APPLIED MATLS INC	6,635	$339K	0.0%	$13.35	+270.2%	COM	038222105
CBRE	CBRE GROUP INC	7,455	$323K	0.0%	$31.23	+32.7%	CL A	12504L109
—	POWERSHARES ETF TRUST	6,795	$320K	0.0%	$31.69	—	DYN BIOT & GEN	73935X856
—	GLAXOSMITHKLINE PLC	8,837	$314K	0.0%	$43.90	—	SPONSORED ADR	37733W105
BAX	BAXTER INTL INC	4,821	$312K	0.0%	$53.53	+4.2%	COM	071813109
FMS	FRESENIUS MED CARE AG&CO KGA	5,802	$305K	0.0%	$35.19	—	SPONSORED ADR	358029106
CVX	CHEVRON CORP NEW	2,356	$295K	0.0%	$76.20	+9.6%	COM	166764100
AMGN	AMGEN INC	1,666	$290K	0.0%	$77.46	+78.4%	COM	031162100
ISRG	INTUITIVE SURGICAL INC	775	$283K	0.0%	$109.07	+14.7%	COM NEW	46120E602
ENB	ENBRIDGE INC	6,968	$273K	0.0%	$24.73	-5.8%	COM	29250N105
T	AT&T INC	7,032	$273K	0.0%	$15.60	-2.3%	COM	00206R102
WFC	WELLS FARGO CO NEW	4,470	$271K	0.0%	$30.36	+48.5%	COM	949746101
BMY	BRISTOL MYERS SQUIBB CO	4,404	$270K	0.0%	$43.28	+7.3%	COM	110122108
PEP	PEPSICO INC	2,225	$267K	0.0%	$81.00	+9.9%	COM	713448108
ABBNY	ABB LTD	9,866	$265K	0.0%	$19.87	—	SPONSORED ADR	000375204
—	GENERAL ELECTRIC CO	15,103	$264K	0.0%	$26.21	—	COM	369604103
UNP	UNION PAC CORP	1,960	$263K	0.0%	$90.31	+11.6%	COM	907818108
XOM	EXXON MOBIL CORP	3,110	$260K	0.0%	$53.56	+6.6%	COM	30231G102
WMT	WAL-MART STORES INC	2,598	$257K	0.0%	$18.36	+46.1%	COM	931142103
LGIH	LGI HOMES INC	3,400	$255K	0.0%	$63.51	0.0%	COM	50187T106
AXP	AMERICAN EXPRESS CO	2,556	$254K	0.0%	$62.50	+36.4%	COM	025816109
COP	CONOCOPHILLIPS	4,549	$250K	0.0%	$34.44	+15.1%	COM	20825C104
HIG	HARTFORD FINL SVCS GROUP INC	4,405	$248K	0.0%	$30.70	+51.8%	COM	416515104
HAL	HALLIBURTON CO	4,852	$237K	0.0%	$34.14	+9.7%	COM	406216101
—	LAM RESEARCH CORP	1,225	$225K	0.0%	$183.67	—	COM	512807108
EMR	EMERSON ELEC CO	3,173	$221K	0.0%	$53.28	0.0%	COM	291011104
IYH	ISHARES TR	1,230	$214K	0.0%	$173.98	—	US HLTHCARE ETF	464287762
PSX	PHILLIPS 66	2,092	$212K	0.0%	$69.29	0.0%	COM	718546104
USB	US BANCORP DEL	3,932	$211K	0.0%	$29.78	+31.1%	COM NEW	902973304
DRI	DARDEN RESTAURANTS INC	2,175	$209K	0.0%	$67.47	0.0%	COM	237194105
—	AMERICAN NATL INS CO	1,579	$203K	0.0%	$117.77	—	COM	028591105
—	FITBIT INC	29,000	$166K	0.0%	$15.15	—	CL A	33812L102