Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MU	Micron Tech	33,975	$1.336M	2.1%	$17.27	+78.6%	COM	595112103
XLE	Energy Sector SPDR	17,625	$1.207M	1.9%	$64.91	—	COM	81369Y506
META	Facebook Inc	6,505	$1.112M	1.7%	$118.22	+40.2%	COM	30303M102
CBOE	CBOE Hldgs Inc	10,215	$1.099M	1.7%	$76.47	+15.6%	COM	12503M108
SNPS	Synopsys Inc	13,145	$1.059M	1.6%	$61.87	+25.4%	COM	871607107
MTD	Mettler-Toledo	1,690	$1.058M	1.6%	$455.41	+31.9%	COM	592688105
MSCI	MSCI Inc	8,945	$1.046M	1.6%	$82.34	+23.4%	COM	55354G100
RCL	Royal Carribean Cr	8,707	$1.032M	1.6%	$85.69	+25.5%	COM	V7780T103
STZ	Constellation Bran	5,125	$1.022M	1.6%	$146.56	+18.5%	COM	21036P108
BAX	Baxter Intl	16,005	$1.004M	1.5%	$45.86	+16.7%	COM	071813109
WDC	Western Digital Co	11,465	$991K	1.5%	$41.18	+45.5%	COM	958102105
EL	Estee Lauder Cl A	9,090	$980K	1.5%	$82.37	+12.2%	COM	518439104
LDOS	Leidos Inc	16,400	$971K	1.5%	$36.33	+35.2%	COM	525327102
NFLX	Netflix	5,060	$918K	1.4%	$14.10	+23.7%	COM	64110L106
—	ETrade Financial	19,865	$866K	1.3%	$28.64	—	COM	269246401
AMAT	Applied Materials	16,470	$858K	1.3%	$16.27	+153.0%	COM	038222105
ALGN	Align Tech Inc	4,430	$825K	1.3%	$92.86	+84.4%	COM	016255101
PPC	Pilgrim's Pride Co	28,415	$807K	1.2%	$26.31	0.0%	COM	72147K108
RACE	Ferrari NV	7,125	$787K	1.2%	$106.53	0.0%	COM	N3167Y103
DE	Deere & Co	5,975	$750K	1.2%	$98.69	+10.0%	COM	244199105
NVDA	NVidia Corp	4,124	$737K	1.1%	$0.72	+470.6%	COM	67066G104
XLU	Utilities Sector S	13,320	$707K	1.1%	$51.97	—	COM	81369Y886
PGR	Progressive Corp O	14,455	$700K	1.1%	$29.31	+23.3%	COM	743315103
HD	Home Depot	4,021	$658K	1.0%	$99.38	+25.9%	COM	437076102
BEN	Franklin Resources	14,600	$650K	1.0%	$27.06	+3.0%	COM	354613101
TXT	Textron Inc	11,975	$645K	1.0%	$49.12	+0.0%	COM	883203101
—	TE Connectivity Lt	7,695	$639K	1.0%	$78.68	—	COM	H84989104
CGNX	Cognex Corp	5,555	$613K	0.9%	$34.22	+38.3%	COM	192422103
PH	Parker Hannifin	3,385	$592K	0.9%	$132.79	+8.8%	COM	701094104
CCEP	Coca Cola European	14,170	$590K	0.9%	$30.97	+7.7%	COM	G25839104
TD	Toronto Dominion A	10,410	$586K	0.9%	$52.50	0.0%	COM	891160509
AGCO	AGCO Corp	7,890	$582K	0.9%	$41.89	+36.3%	COM	001084102
RL	Polo Ralph Lauren	6,250	$552K	0.8%	$69.79	0.0%	COM	751212101
IDXX	IDEXX Laboratories	3,375	$525K	0.8%	$71.97	+119.7%	COM	45168D104
ADBE	Adobe Systems	3,460	$516K	0.8%	$142.46	+4.8%	COM	00724F101
AMT	American Tower Cor	3,715	$508K	0.8%	$94.77	+18.5%	COM	03027X100
AMZN	Amazon.com, Inc	492	$473K	0.7%	$37.39	+31.4%	COM	023135106
XLB	Materials Sector S	8,150	$463K	0.7%	$53.83	—	COM	81369Y100
FIZZ	Natl Beverage	3,685	$457K	0.7%	$29.33	+51.2%	COM	635017106
—	Powersh SCap Util	8,510	$456K	0.7%	$51.72	—	COM	73937B837
TXN	Texas Instruments	5,041	$452K	0.7%	$60.64	+7.5%	COM	882508104
AMG	Affiliated Mngrs G	2,305	$438K	0.7%	$153.35	+12.7%	COM	008252108
ARMK	Aramark	10,695	$434K	0.7%	$24.63	+6.2%	COM	03852U106
EXEL	Exelixis Inc	17,475	$423K	0.6%	$26.62	0.0%	COM	30161Q104
—	Cooper Companies I	1,745	$414K	0.6%	$231.84	—	COM	216648402
PYPL	Paypal Holdings	6,435	$412K	0.6%	$49.03	+21.9%	COM	70450Y103
—	Arista Networks In	2,175	$412K	0.6%	$189.43	—	COM	040413106
WCN	Waste Connections	5,821	$407K	0.6%	$62.36	+0.0%	COM	94106B101
ODFL	Old Dominion Freig	3,688	$406K	0.6%	$31.75	+0.3%	COM	679580100
TRU	TransUnion	8,515	$402K	0.6%	$44.12	0.0%	COM	89400J107
ZION	Zions Bancorp	8,400	$396K	0.6%	$28.41	+56.6%	COM	989701107
—	Groupe CGI Inc	7,505	$389K	0.6%	$51.83	—	COM	39945C109
—	Kansas City Southe	3,580	$389K	0.6%	$108.66	—	COM	485170302
DXC	DXC Technology Co	4,532	$389K	0.6%	$67.36	+0.0%	COM	23355L106
NVO	Novo Nordisk ADR	7,930	$382K	0.6%	$48.17	—	COM	670100205
BIDU	Baidu Inc ADR	1,535	$380K	0.6%	$247.56	—	COM	056752108
—	Andeavor	3,675	$379K	0.6%	$103.13	—	COM	03349M105
LNC	Lincoln National C	5,152	$379K	0.6%	$49.91	+0.1%	COM	534187109
TGT	Target Corp	6,390	$377K	0.6%	$44.13	0.0%	COM	87612E106
XYL	Xylem Inc	6,020	$377K	0.6%	$54.07	0.0%	COM	98419M100
WAT	Waters Corporation	2,085	$374K	0.6%	$173.76	+4.4%	COM	941848103
—	Celgene Corp	2,535	$370K	0.6%	$105.04	—	COM	151020104
HSBC	HSBC Holdings	7,405	$366K	0.6%	$49.43	—	COM	404280406
CFG	Citizens Finl Gp I	9,491	$359K	0.6%	$21.33	+16.9%	COM	174610105
PVH	PVH Corporation	2,830	$357K	0.5%	$102.42	+17.6%	COM	693656100
BLD	TopBuild Corp	5,400	$352K	0.5%	$52.41	+7.8%	COM	89055F103
AZTA	Brooks Automation	11,575	$351K	0.5%	$10.95	+124.9%	COM	114340102
PRGO	Perrigo Co	4,130	$350K	0.5%	$77.80	0.0%	COM	G97822103
BABA	Alibaba Gp ADR	1,985	$343K	0.5%	$172.80	—	COM	01609W102
CE	Celanese Corp	3,266	$341K	0.5%	$63.15	+32.6%	COM	150870103
—	MFA Financial Inc	38,725	$339K	0.5%	$7.48	—	COM	55272X102
VSH	Vishay Intertechno	17,840	$335K	0.5%	$12.20	+22.4%	COM	928298108
MRTN	Marten Trans Ltd.	16,075	$330K	0.5%	$9.45	0.0%	COM	573075108
UCTT	Ultra Clean Hldgs	10,530	$322K	0.5%	$9.08	+160.2%	COM	90385V107
KAI	Kadant Inc	3,260	$321K	0.5%	$69.69	+14.8%	COM	48282T104
—	Sodastream Intl	4,825	$321K	0.5%	$28.40	—	COM	M9068E105
CHE	Chemed Corp	1,570	$317K	0.5%	$168.99	+13.1%	COM	16359R103
EVR	Evercore Partners	3,935	$316K	0.5%	$53.88	+16.2%	COM	29977A105
WD	Walker & Dunlop In	6,020	$315K	0.5%	$30.19	+32.2%	COM	93148P102
OSUR	Orasure Tech Inc	13,895	$313K	0.5%	$10.34	+94.5%	COM	68554V108
OLLI	Ollie's Bargain Ou	6,705	$311K	0.5%	$33.85	+30.4%	COM	681116109
APPF	Appfolio Inc	6,360	$305K	0.5%	$39.31	0.0%	COM	03783C100
SAIA	SAIA Inc	4,835	$303K	0.5%	$46.75	+17.8%	COM	78709Y105
—	Inovalon Hldgs Inc	17,780	$303K	0.5%	$17.04	—	COM	45781D101
MTZ	Mastec Inc	6,345	$294K	0.5%	$39.97	+9.0%	COM	576323109
—	Nutri System	5,225	$292K	0.4%	$55.16	—	COM	67069D108
BANF	BancFirst Corp	5,080	$288K	0.4%	$43.25	0.0%	COM	05945F103
LMAT	LeMaitre Vascular	7,670	$287K	0.4%	$31.38	0.0%	COM	525558201
—	Intra Cellular The	18,010	$284K	0.4%	$15.77	—	COM	46116X101
—	Amer Equity Inv	9,695	$282K	0.4%	$27.22	—	COM	025676206
—	Kindred Bio Inc	35,735	$281K	0.4%	$7.86	—	COM	494577109
VNQ	Vanguard REIT ETF	3,365	$280K	0.4%	$83.19	—	COM	922908553
EGBN	Eagle Bancorp	4,145	$278K	0.4%	$47.11	+4.0%	COM	268948106
VRTS	Virtus Investment	2,375	$276K	0.4%	$82.27	+5.8%	COM	92828Q109
MMSI	Merit Medical	6,415	$272K	0.4%	$40.30	0.0%	COM	589889104
SHO	Sunstone Hotl Invs	16,935	$272K	0.4%	$15.60	—	COM	867892101
INGN	Inogen Inc	2,825	$269K	0.4%	$73.26	+31.6%	COM	45780L104
—	Marvell Technology	14,939	$267K	0.4%	$13.87	—	COM	G5876H105
PCH	Potlatch Corp	5,230	$267K	0.4%	$45.64	—	COM	737630103
—	Annaly Capital Man	21,800	$266K	0.4%	$11.11	—	COM	035710409
NTGR	Netgear Inc.	5,535	$263K	0.4%	$28.77	0.0%	COM	64111Q104
NI	NiSource Inc	10,185	$261K	0.4%	$20.05	0.0%	COM	65473P105
V	Visa Inc.	2,455	$258K	0.4%	$80.89	+18.3%	COM	92826C839
AEE	Ameren Corporation	4,345	$251K	0.4%	$38.10	+19.2%	COM	023608102
IYZ	Dow US Telecom ETF	8,135	$247K	0.4%	$32.28	—	COM	464287713
—	HSN INC.	6,295	$246K	0.4%	$39.08	—	COM	404303109
RCI	Rogers Communicati	4,625	$238K	0.4%	$46.20	+10.6%	COM	775109200
TTWO	Take-Two Interacti	2,240	$229K	0.4%	$89.54	0.0%	COM	874054109
—	CYS Investments In	26,105	$226K	0.3%	$8.66	—	COM	12673A108
LYV	Live Nation Entert	5,150	$224K	0.3%	$38.82	0.0%	COM	538034109
CTRA	Cabot Oil & Gas	8,165	$218K	0.3%	$17.26	+7.8%	COM	127097103
RIG	Transocean Ltd	20,085	$216K	0.3%	$8.61	0.0%	COM	H8817H100
—	Pwrsh SCap Energy	14,560	$216K	0.3%	$13.98	—	COM	73937B704
ICHR	Ichor Hldgs	7,975	$214K	0.3%	$21.24	+3.1%	COM	G4740B105
PWR	Quanta Services	5,690	$213K	0.3%	$34.40	0.0%	COM	74762E102
NVS	Novartis AG ADR	2,465	$212K	0.3%	$86.00	—	COM	66987V109
—	American Sftw Inc	18,165	$206K	0.3%	$11.34	—	COM	029683109
—	Altra Indl Motion	4,275	$206K	0.3%	$48.19	—	COM	02208R106
AFL	Aflac Inc	2,525	$206K	0.3%	$30.73	+7.8%	COM	001055102
A	Agilent Technologi	3,195	$205K	0.3%	$58.52	0.0%	COM	00846U101
—	Diplomat Pharma In	9,750	$202K	0.3%	$20.72	—	COM	25456K101
UNF	Unifirst Corp	1,325	$201K	0.3%	$135.24	0.0%	COM	904708104
—	Lam Research	1,080	$200K	0.3%	$141.43	—	COM	512807108
XOM	Exxon Mobil Corp	2,430	$199K	0.3%	$54.97	-1.2%	COM	30231G102
—	Owens-Illinois	7,900	$199K	0.3%	$25.19	—	COM	690768403
RES	RPC Inc	8,030	$199K	0.3%	$16.57	+9.3%	COM	749660106
INDB	Ind BanC MA	2,600	$194K	0.3%	$54.16	0.0%	COM	453836108
NYT	New York Times	9,785	$192K	0.3%	$17.28	0.0%	COM	650111107
OC	Owens Corning	2,465	$191K	0.3%	$57.34	+22.0%	COM	690742101
TSN	Tyson Foods Inc	2,690	$190K	0.3%	$51.13	0.0%	COM	902494103
—	Altisource Port So	7,225	$187K	0.3%	$25.88	—	COM	L0175J104
VEEV	Veeva Systems Inc	3,295	$186K	0.3%	$55.60	+9.1%	COM	922475108
SLB	Schlumberger	2,670	$186K	0.3%	$51.87	0.0%	COM	806857108
—	Colfax Corporation	4,395	$183K	0.3%	$41.64	—	COM	194014106
—	America Movil SA A	10,325	$183K	0.3%	$17.72	—	COM	02364W105
SYY	Sysco Corp	3,355	$181K	0.3%	$41.83	-0.0%	COM	871829107
HOFT	Hooker Furn Cp	3,685	$176K	0.3%	$42.85	0.0%	COM	439038100
PKX	Posco ADR	2,525	$175K	0.3%	$62.54	—	COM	693483109
VZ	Verizon Communicat	3,535	$175K	0.3%	$30.23	0.0%	COM	92343V104
—	Schnitzer Steel	6,185	$174K	0.3%	$27.28	—	COM	806882106
CHMI	Cherry Hill Mtg In	9,600	$174K	0.3%	$18.20	—	COM	164651101
TU	Telus Corp Non-Vtg	4,785	$172K	0.3%	$17.89	0.0%	COM	87971M103
KGC	Kinross Gold	40,275	$171K	0.3%	$4.27	0.0%	COM	496902404
—	TransCanada Corp	3,410	$169K	0.3%	$49.56	—	COM	89353D107
NMR	Nomura Holdings	29,620	$165K	0.3%	$5.85	—	COM	65535H208
IPAR	Inter Parfums Inc	3,915	$161K	0.2%	$38.63	0.0%	COM	458334109
EW	Edwards Lifescienc	1,455	$159K	0.2%	$38.14	0.0%	COM	28176E108
—	Agrofresh Solution	22,475	$158K	0.2%	$7.16	—	COM	00856G109
NEWT	Newtek Bus Svcs Cp	8,615	$154K	0.2%	$16.21	+5.4%	COM	652526203
CENTA	Central Garden & P	4,105	$153K	0.2%	$25.76	+2.9%	COM	153527205
PTEN	Patterson Energy	6,015	$126K	0.2%	$26.97	-31.7%	COM	703481101
CENX	Century Alum Co	6,765	$112K	0.2%	$17.26	0.0%	COM	156431108
AGM	Federal Agric Mtg	1,545	$112K	0.2%	$45.36	+12.1%	COM	313148306
NGVT	Ingevity Corp	1,795	$112K	0.2%	$59.23	0.0%	COM	45688C107
SHEN	Shenandoah Telecom	2,985	$111K	0.2%	$33.93	0.0%	COM	82312B106
CNP	Centerpoint Energy	3,685	$108K	0.2%	$20.17	+10.7%	COM	15189T107
AGNC	AGNC Invt Corp	4,805	$104K	0.2%	$21.36	—	COM	00123Q104
CVSA	Adtalem Global Edu	2,800	$100K	0.2%	$37.28	-8.4%	COM	00737L103
AMRC	Ameresco Inc	12,020	$94,000	0.1%	$6.72	+5.5%	COM	02361E108
MLKN	Herman Miller	2,525	$91,000	0.1%	$25.63	+6.2%	COM	600544100
—	Sun Hydraulics Cp	1,620	$87,000	0.1%	$53.70	—	COM	866942105
—	CAI International	2,830	$86,000	0.1%	$23.46	—	COM	12477X106
BBT	Berkshire Hills	2,175	$84,000	0.1%	$27.39	0.0%	COM	084680107
RJF	Raymond James	911	$77,000	0.1%	$44.40	+7.0%	COM	754730109
ALRM	Alarm.com Hldgs	1,690	$76,000	0.1%	$41.38	0.0%	COM	011642105
—	Cloudera Inc	4,600	$76,000	0.1%	$16.52	—	COM	18914U100
GATX	GATX Corp	1,165	$72,000	0.1%	$48.60	+5.9%	COM	361448103
—	Realogy Hldgs Corp	1,995	$66,000	0.1%	$28.69	—	COM	75605Y106
DLR	Digital Realty Tr	534	$63,000	0.1%	$86.28	0.0%	COM	253868103
—	Sanderson Farms	355	$57,000	0.1%	$160.56	—	COM	800013104
DTE	DTE Energy	500	$54,000	0.1%	$62.98	+11.1%	COM	233331107
SKYW	Sky West Inc	1,175	$52,000	0.1%	$36.16	+3.2%	COM	830879102
IPGP	Ipg Photonics	280	$52,000	0.1%	$134.25	+23.7%	COM	44980X109
—	LHC Group Inc	720	$51,000	0.1%	$45.76	—	COM	50187A107
IBB	iShares Biotech ET	150	$50,000	0.1%	$313.33	—	COM	464287556
—	Tronox Ltd	2,270	$48,000	0.1%	$21.15	—	COM	Q9235V101
LADR	Ladder Cap Corp	3,405	$47,000	0.1%	$14.00	—	COM	505743104
—	Resolute Forest Pr	9,125	$46,000	0.1%	$5.04	—	COM	76117W109
NXRT	Nexpoint Res Tr In	1,725	$41,000	0.1%	$24.13	—	COM	65341D102
XBI	SPDR S&P Biotech	450	$39,000	0.1%	$77.78	—	COM	78464A870
AXTI	AXT Inc	4,310	$39,000	0.1%	$7.82	0.0%	COM	00246W103
HEI	Heico Corp	430	$39,000	0.1%	$53.12	0.0%	COM	422806109
BIO	Bio-Rad Laboratori	160	$36,000	0.1%	$170.48	+32.0%	COM	090572207
—	Kellogg Company	505	$31,000	0.0%	$46.50	0.0%	COM	487836108
AIT	Appld Indl Tech	460	$30,000	0.0%	$54.11	-4.8%	COM	03820C105
VPU	Vanguard Utilities	235	$27,000	0.0%	$114.89	—	COM	92204A876
ALSN	Allison Transmissi	715	$27,000	0.0%	$26.93	+18.5%	COM	01973R101
JNJ	Johnson & Johnson	203	$26,000	0.0%	$59.66	+76.0%	COM	478160104
COST	Costco Wholesale	160	$26,000	0.0%	$142.87	-1.9%	COM	22160K105
PM	Phillip Morris Int	214	$24,000	0.0%	$48.32	+55.7%	COM	718172109
FDX	Federal Express	100	$23,000	0.0%	$119.03	+55.3%	COM	31428X106
VOX	Vanguard Telcom ET	240	$22,000	0.0%	$92.00	—	COM	92204A884
—	Royal Dutch Shell	338	$20,000	0.0%	$53.25	—	COM	780259206
LGIH	LGI Homes Inc	405	$20,000	0.0%	$44.44	0.0%	COM	50187T106
PETS	Petmed Express Inc	570	$19,000	0.0%	$40.71	0.0%	COM	716382106
GLW	Corning Inc	640	$19,000	0.0%	$17.37	+35.8%	COM	219350105
—	Two Harbors Invmt	1,737	$18,000	0.0%	$9.89	—	COM	90187B101
—	Luminex Corp	870	$18,000	0.0%	$21.09	—	COM	55027E102
DRI	Darden Restaurants	215	$17,000	0.0%	$68.78	-2.9%	COM	237194105
—	On Deck Cap Inc	3,695	$17,000	0.0%	$4.60	—	COM	682163100
—	Buckeye Ptns LP	300	$17,000	0.0%	$66.67	—	COM	118230101
TTMI	TTM Technologies	1,070	$16,000	0.0%	$9.89	+57.6%	COM	87305R109
MASI	Masimo Corp	185	$16,000	0.0%	$82.32	+7.4%	COM	574795100
ATHM	Autohome Inc	255	$15,000	0.0%	$47.06	—	COM	05278C107
MALRF	Mineral Resources	900	$11,000	0.0%	$1.71	+347.3%	COM	Q60976109
IRDM	Iridium Communicat	1,100	$11,000	0.0%	$8.92	+16.2%	COM	46269C102
CCK	Crown Holdings Inc	180	$11,000	0.0%	$53.64	+5.0%	COM	228368106
PLCE	Childrens Place	85	$10,000	0.0%	$109.75	-2.0%	COM	168905107
MO	Altria Group	154	$10,000	0.0%	$16.28	+121.7%	COM	02209S103
—	Blucora Inc	410	$10,000	0.0%	$21.17	—	COM	095229100
WRLD	World Acceptance C	120	$10,000	0.0%	$68.46	+12.6%	COM	981419104
ACHC	Acadia Healthcare	200	$10,000	0.0%	$44.29	+10.0%	COM	00404A109
HAL	Halliburton Compan	224	$10,000	0.0%	$41.89	-15.4%	COM	406216101
KLIC	Kulicke & Soffe	410	$9,000	0.0%	$13.97	+25.2%	COM	501242101
WTFC	Wintrust Finl Corp	115	$9,000	0.0%	$71.60	+3.8%	COM	97650W108
—	WABCO Holdings Inc	58	$9,000	0.0%	$120.69	—	COM	92927K102
PRI	Primerica Inc	103	$8,000	0.0%	$78.46	-0.5%	COM	74164M108
—	Celestica Inc	630	$8,000	0.0%	$14.47	—	COM	15101Q108
TDY	Teledyne Technolog	53	$8,000	0.0%	$129.61	+12.1%	COM	879360105
CPRT	Copart Inc	218	$7,000	0.0%	$7.04	+13.8%	COM	217204106
—	Aspen Technologies	101	$6,000	0.0%	$59.41	—	COM	045327103
GGG	Graco Inc	48	$6,000	0.0%	$31.78	+7.8%	COM	384109104
NVR	NVR Inc	2	$6,000	0.0%	$2254.34	+18.9%	COM	62944T105
MKTX	MarketAxess Hldgs	29	$5,000	0.0%	$143.78	+22.6%	COM	57060D108
FOXF	Fox Factory Hldgs	113	$5,000	0.0%	$23.87	+62.8%	COM	35138V102
SSTK	Shutterstock Inc	144	$5,000	0.0%	$44.23	-16.6%	COM	825690100
HBAN	Huntington Bancorp	332	$5,000	0.0%	$8.89	+2.2%	COM	446150104
FDS	Factset Research	29	$5,000	0.0%	$149.80	+0.2%	COM	303075105
—	Abaxis Inc	102	$5,000	0.0%	$49.02	—	COM	002567105
—	Suntrust BKS	86	$5,000	0.0%	$58.14	—	COM	867914103
SWK	Stanley Black & De	33	$5,000	0.0%	$108.71	+5.3%	COM	854502101
CNC	Centene Corp	55	$5,000	0.0%	$37.75	+14.0%	COM	15135B101
PII	Polaris Indus	48	$5,000	0.0%	$85.76	+10.5%	COM	731068102
RBC	RBC Bearings Inc	39	$5,000	0.0%	$100.01	+8.6%	COM	75524B104
PSMT	Pricesmart Inc	43	$4,000	0.0%	$78.53	-4.4%	COM	741511109
AAPL	Apple Inc.	24	$4,000	0.0%	$34.31	+5.4%	COM	037833100
MDLZ	Mondelez Intl Inc	107	$4,000	0.0%	$23.16	+49.8%	COM	609207105
—	Spirit AeroSystems	47	$4,000	0.0%	$63.83	—	COM	848574109
JKHY	Jack Henry & Assoc	37	$4,000	0.0%	$90.11	+4.0%	COM	426281101
EA	Electronic Arts In	30	$4,000	0.0%	$100.14	+12.5%	COM	285512109
CX	Cemex, S.A.B de C.	405	$4,000	0.0%	$8.03	—	COM	151290889
DCI	Donaldson Inc	78	$4,000	0.0%	$40.09	+1.0%	COM	257651109
—	DowDuPont Inc	43	$3,000	0.0%	$69.77	—	COM	26078J100
CMCSA	Comcast Corp CL A	74	$3,000	0.0%	$31.91	+0.4%	COM	20030N101
GOOG	Alphabet Inc.	3	$3,000	0.0%	$45.44	+1.7%	COM	02079K107
VLO	Valero Energy Corp	33	$3,000	0.0%	$42.78	+15.5%	COM	91913Y100
AVY	Avery Dennison Cor	32	$3,000	0.0%	$71.76	+13.0%	COM	053611109
—	Pinnacle Foods	46	$3,000	0.0%	$53.77	—	COM	72348P104
PRU	Prudential Financi	25	$3,000	0.0%	$71.07	+1.4%	COM	744320102
ATR	Aptargroup Inc	30	$3,000	0.0%	$73.48	+3.7%	COM	038336103
POOL	Pool Corp	26	$3,000	0.0%	$108.90	-9.6%	COM	73278L105
NOC	Northrop Gruman	12	$3,000	0.0%	$217.50	+8.0%	COM	666807102
MSFT	Microsoft	38	$3,000	0.0%	$62.32	+7.0%	COM	594918104
NTAP	NetApp Inc	70	$3,000	0.0%	$31.89	+4.1%	COM	64110D104
LOW	Lowes Cos	35	$3,000	0.0%	$69.71	-5.8%	COM	548661107
LEA	Lear Corp	19	$3,000	0.0%	$105.58	+21.5%	COM	521865204
JBL	Jabil Circuit	94	$3,000	0.0%	$27.74	+3.1%	COM	466313103
JPM	JP Morgan Chase	35	$3,000	0.0%	$59.89	+23.0%	COM	46625H100
GS	Goldman Sachs	12	$3,000	0.0%	$184.50	+1.9%	COM	38141G104
TTC	Toro Company	50	$3,000	0.0%	$66.79	+0.3%	COM	891092108
—	General Motors	67	$3,000	0.0%	$29.85	—	COM	37045v100
—	Aetna Inc.	22	$3,000	0.0%	$136.36	—	COM	00817Y108
UNH	United Healthcare	16	$3,000	0.0%	$152.68	+10.6%	COM	91324P102
SLM	SLM Corporation	139	$2,000	0.0%	$11.38	-4.7%	COM	78442P106
—	Lab Corp of Americ	11	$2,000	0.0%	$181.82	—	COM	50540R409
SYF	Synchrony Financia	69	$2,000	0.0%	$24.03	+1.4%	COM	87165B103
MAA	Mid America Apt Co	20	$2,000	0.0%	$76.48	+2.8%	COM	59522J103
FMC	FMC Corp	17	$2,000	0.0%	$52.10	+11.8%	COM	302491303
EXPE	Expedia Inc.	13	$2,000	0.0%	$134.97	+5.8%	COM	30212P303
—	IAC/Interactive Co	15	$2,000	0.0%	$133.33	—	COM	44919P508
HCA	HCA Holdings Inc	26	$2,000	0.0%	$78.64	-4.9%	COM	40412C101
HIG	Hartford Financial	39	$2,000	0.0%	$41.04	+10.2%	COM	416515104
DAL	Delta Airlines	49	$2,000	0.0%	$44.31	+2.2%	COM	247361702
VRTX	Vertex Pharma Inc	10	$2,000	0.0%	$120.38	+25.0%	COM	92532F100
AME	Ametek Inc	35	$2,000	0.0%	$55.63	+7.4%	COM	031100100
AMP	Ameriprise Financi	14	$2,000	0.0%	$107.25	+10.6%	COM	03076C106
AWK	American Water Wor	19	$2,000	0.0%	$66.71	+3.5%	COM	030420103
PCG	P G & E Corp	27	$2,000	0.0%	$65.55	+2.6%	COM	69331C108
PNW	Pinnacle West Cap	21	$2,000	0.0%	$61.03	+2.5%	COM	723484101
CVS	CVS Corporation	28	$2,000	0.0%	$60.32	+0.8%	COM	126650100
ZBH	Zimmer Biomet Hldg	15	$2,000	0.0%	$110.49	-2.5%	COM	98956P102
RLI	RLI Corp	37	$2,000	0.0%	$21.02	-1.8%	COM	749607107
VIAV	Viavi Solutions In	72	$1,000	0.0%	$10.77	-3.3%	COM	925550105
WRB	Berkeley WR Corp	12	$1,000	0.0%	$16.61	-0.3%	COM	084423102
ATO	Atmos Energy Cp	13	$1,000	0.0%	$66.84	+5.7%	COM	049560105
ACGL	Arch Capital Group	11	$1,000	0.0%	$30.16	+1.7%	COM	G0450A105
VNO	Vornado Rlty TR	16	$1,000	0.0%	$125.00	—	COM	929042109
AJG	Arthur J Gallagher	12	$1,000	0.0%	$49.64	+4.8%	COM	363576109
—	Anadarko Petroleum	11	$1,000	0.0%	$90.91	—	COM	032511107
RLJ	RLJ Lodging	51	$1,000	0.0%	$19.61	—	COM	74965L101
CAG	Conagra Brands Inc	31	$1,000	0.0%	$28.83	-13.9%	COM	205887102
—	Cyrusone Inc	13	$1,000	0.0%	$76.92	—	COM	23283R100
—	Dish Network Corp	26	$1,000	0.0%	$57.93	—	COM	25470M109
JBLU	Jetblue Airways	77	$1,000	0.0%	$21.98	-4.6%	COM	477143101
SRE	Sempra Energy	12	$1,000	0.0%	$42.82	+3.1%	COM	816851109
STWD	Starwood Ppty Trus	30	$1,000	0.0%	$33.33	—	COM	85571B105
SBNY	Signature Bank of	8	$1,000	0.0%	$125.00	—	COM	82669G104
TOL	Toll Brothers Inc	23	$1,000	0.0%	$37.32	+5.4%	COM	889478103
—	Activision Blizzar	12	$1,000	0.0%	$83.33	—	COM	00507V109
FTI	TechnipFMC plc	32	$1,000	0.0%	$20.69	-11.0%	COM	G87110105
FIS	Fidelity Natl Info	15	$1,000	0.0%	$71.76	+9.0%	COM	31620M106
MLM	Martin Marietta	7	$1,000	0.0%	$212.10	-6.4%	COM	573284106
—	Symantec Corp	33	$1,000	0.0%	$30.30	—	COM	871503108