Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	361,379	$81.58M	2.3%	—	—	COM	037833100
AMZN	AMAZON COM INC	39,530	$79.18M	2.3%	—	—	COM	023135106
MSFT	MICROSOFT CORP	607,629	$69.5M	2.0%	—	—	COM	594918104
UNH	UNITEDHEALTH GROUP INC	245,066	$65.2M	1.9%	—	—	COM	91324P102
—	ABIOMED INC	128,659	$57.86M	1.7%	—	—	COM	003654100
COST	COSTCO WHSL CORP NEW	234,551	$55.09M	1.6%	—	—	COM	22160K105
ALGN	ALIGN TECHNOLOGY INC	137,733	$53.88M	1.5%	—	—	COM	016255101
V	VISA INC	336,839	$50.56M	1.5%	—	—	COM CL A	92826C839
XPO	XPO LOGISTICS INC	410,591	$46.88M	1.3%	—	—	COM	983793100
TLT	ISHARES TR	389,300	$45.65M	1.3%	—	—	20 YR TR BD ETF	464287432
ILMN	ILLUMINA INC	123,167	$45.21M	1.3%	—	—	COM	452327109
EOG	EOG RES INC	319,321	$40.74M	1.2%	—	—	COM	26875P101
—	CONTINENTAL RESOURCES INC	594,736	$40.61M	1.2%	—	—	COM	212015101
CAT	CATERPILLAR INC DEL	264,943	$40.4M	1.2%	—	—	COM	149123101
VLO	VALERO ENERGY CORP NEW	332,911	$37.87M	1.1%	—	—	COM	91913Y100
CME	CME GROUP INC	222,295	$37.84M	1.1%	—	—	COM CL A	12572Q105
NFLX	NETFLIX INC	99,659	$37.28M	1.1%	—	—	COM	64110L106
SPGI	S&P GLOBAL INC	187,514	$36.64M	1.1%	—	—	COM	78409V104
JBHT	HUNT J B TRANS SVCS INC	301,228	$35.83M	1.0%	—	—	COM	445658107
URI	UNITED RENTALS INC	202,088	$33.06M	1.0%	—	—	COM	911363109
LLY	LILLY ELI & CO	289,654	$31.08M	0.9%	—	—	COM	532457108
UNP	UNION PAC CORP	189,254	$30.82M	0.9%	—	—	COM	907818108
NOW	SERVICENOW INC	156,830	$30.68M	0.9%	—	—	COM	81762P102
DXCM	DEXCOM INC	213,953	$30.6M	0.9%	—	—	COM	252131107
PYPL	PAYPAL HLDGS INC	338,353	$29.72M	0.9%	—	—	COM	70450Y103
—	ACTIVISION BLIZZARD INC	356,600	$29.67M	0.9%	—	—	COM	00507V109
MS	MORGAN STANLEY	606,598	$28.25M	0.8%	—	—	COM NEW	617446448
—	TIFFANY & CO NEW	211,121	$27.23M	0.8%	—	—	COM	886547108
GOOG	ALPHABET INC	22,449	$26.79M	0.8%	—	—	CAP STK CL C	02079K107
HD	HOME DEPOT INC	126,178	$26.14M	0.8%	—	—	COM	437076102
CDW	CDW CORP	284,669	$25.31M	0.7%	—	—	COM	12514G108
SCHW	SCHWAB CHARLES CORP NEW	497,482	$24.45M	0.7%	—	—	COM	808513105
—	ELDORADO RESORTS INC	477,885	$23.23M	0.7%	—	—	COM	28470R102
LGND	LIGAND PHARMACEUTICALS INC	81,800	$22.45M	0.6%	—	—	COM NEW	53220K504
GDOT	GREEN DOT CORP	241,704	$21.47M	0.6%	—	—	CL A	39304D102
BURL	BURLINGTON STORES INC	126,350	$20.59M	0.6%	—	—	COM	122017106
MOH	MOLINA HEALTHCARE INC	136,980	$20.37M	0.6%	—	—	COM	60855R100
META	FACEBOOK INC	123,278	$20.27M	0.6%	—	—	CL A	30303M102
—	INTERXION HOLDING N.V	296,591	$19.96M	0.6%	—	—	SHS	N47279109
FIVE	FIVE BELOW INC	152,130	$19.79M	0.6%	—	—	COM	33829M101
—	BIOTELEMETRY INC	305,306	$19.68M	0.6%	—	—	COM	090672106
STRA	STRATEGIC ED INC	142,394	$19.51M	0.6%	—	—	COM	86272C103
GTLS	CHART INDS INC	247,730	$19.41M	0.6%	—	—	COM PAR $0.01	16115Q308
HAE	HAEMONETICS CORP	162,222	$18.59M	0.5%	—	—	COM	405024100
NVCR	NOVOCURE LTD	354,428	$18.57M	0.5%	—	—	ORD SHS	G6674U108
AMAT	APPLIED MATLS INC	478,938	$18.51M	0.5%	—	—	COM	038222105
MCHP	MICROCHIP TECHNOLOGY INC	234,529	$18.51M	0.5%	—	—	COM	595017104
—	VONAGE HLDGS CORP	1,304,537	$18.47M	0.5%	—	—	COM	92886T201
CNC	CENTENE CORP DEL	126,720	$18.35M	0.5%	—	—	COM	15135B101
NGVT	INGEVITY CORP	178,624	$18.2M	0.5%	—	—	COM	45688C107
LIVN	LIVANOVA PLC	145,555	$18.04M	0.5%	—	—	SHS	G5509L101
MMSI	MERIT MED SYS INC	290,366	$17.84M	0.5%	—	—	COM	589889104
IQV	IQVIA HLDGS INC	136,678	$17.73M	0.5%	—	—	COM	46266C105
KBR	KBR INC	831,070	$17.56M	0.5%	—	—	COM	48242W106
—	REALPAGE INC	266,184	$17.54M	0.5%	—	—	COM	75606N109
KMPR	KEMPER CORP DEL	216,430	$17.41M	0.5%	—	—	COM	488401100
BJRI	BJS RESTAURANTS INC	240,310	$17.35M	0.5%	—	—	COM	09180C106
ETSY	ETSY INC	337,405	$17.34M	0.5%	—	—	COM	29786A106
EHC	ENCOMPASS HEALTH CORP	222,015	$17.31M	0.5%	—	—	COM	29261A100
—	AMEDISYS INC	138,100	$17.26M	0.5%	—	—	COM	023436108
FDX	FEDEX CORP	71,588	$17.24M	0.5%	—	—	COM	31428X106
PVH	PVH CORP	119,015	$17.19M	0.5%	—	—	COM	693656100
—	MANTECH INTL CORP	268,044	$16.97M	0.5%	—	—	CL A	564563104
CASY	CASEYS GEN STORES INC	130,790	$16.89M	0.5%	—	—	COM	147528103
XLF	SELECT SECTOR SPDR TR	610,000	$16.82M	0.5%	—	—	SBI INT-FINL	81369Y605
TWLO	TWILIO INC	193,470	$16.69M	0.5%	—	—	CL A	90138F102
AVNS	AVANOS MED INC	243,107	$16.65M	0.5%	—	—	COM	05350V106
—	CORNERSTONE ONDEMAND INC	292,580	$16.6M	0.5%	—	—	COM	21925Y103
RNG	RINGCENTRAL INC	173,458	$16.14M	0.5%	—	—	CL A	76680R206
ADBE	ADOBE SYS INC	58,828	$15.88M	0.5%	—	—	COM	00724F101
—	APPTIO INC	428,731	$15.85M	0.5%	—	—	CL A	03835C108
ITGR	INTEGER HLDGS CORP	188,220	$15.61M	0.4%	—	—	COM	45826H109
EPD	ENTERPRISE PRODS PARTNERS L	539,420	$15.5M	0.4%	—	—	COM	293792107
—	ENERGY TRANSFER PARTNERS LP	694,254	$15.45M	0.4%	—	—	UNIT LTD PRT INT	29278N103
MNRO	MONRO INC	220,410	$15.34M	0.4%	—	—	COM	610236101
—	SPLUNK INC	125,899	$15.22M	0.4%	—	—	COM	848637104
—	ARISTA NETWORKS INC	56,742	$15.09M	0.4%	—	—	COM	040413106
TNDM	TANDEM DIABETES CARE INC	351,850	$15.07M	0.4%	—	—	COM NEW	875372203
SMTC	SEMTECH CORP	270,050	$15.02M	0.4%	—	—	COM	816850101
ITT	ITT INC	240,240	$14.72M	0.4%	—	—	COM	45073V108
EVTC	EVERTEC INC	608,068	$14.65M	0.4%	—	—	COM	30040P103
POST	POST HLDGS INC	149,060	$14.61M	0.4%	—	—	COM	737446104
LPLA	LPL FINL HLDGS INC	219,495	$14.16M	0.4%	—	—	COM	50212V100
EW	EDWARDS LIFESCIENCES CORP	80,250	$13.97M	0.4%	—	—	COM	28176E108
TXRH	TEXAS ROADHOUSE INC	200,125	$13.87M	0.4%	—	—	COM	882681109
EVH	EVOLENT HEALTH INC	479,360	$13.61M	0.4%	—	—	CL A	30050B101
BIIB	BIOGEN INC	38,065	$13.45M	0.4%	—	—	COM	09062X103
PLNT	PLANET FITNESS INC	248,691	$13.44M	0.4%	—	—	CL A	72703H101
PENN	PENN NATL GAMING INC	403,105	$13.27M	0.4%	—	—	COM	707569109
SRPT	SAREPTA THERAPEUTICS INC	81,305	$13.13M	0.4%	—	—	COM	803607100
TSLA	TESLA INC	49,054	$12.99M	0.4%	—	—	COM	88160R101
KRE	SPDR SERIES TRUST	216,300	$12.85M	0.4%	—	—	S&P REGL BKG	78464A698
MIDD	MIDDLEBY CORP	97,483	$12.61M	0.4%	—	—	COM	596278101
NKE	NIKE INC	147,657	$12.51M	0.4%	—	—	CL B	654106103
RPD	RAPID7 INC	335,777	$12.4M	0.4%	—	—	COM	753422104
FOXF	FOX FACTORY HLDG CORP	173,855	$12.18M	0.3%	—	—	COM	35138V102
ISRG	INTUITIVE SURGICAL INC	21,180	$12.16M	0.3%	—	—	COM NEW	46120E602
—	CAMBREX CORP	176,795	$12.09M	0.3%	—	—	COM	132011107
—	WPX ENERGY INC	588,505	$11.84M	0.3%	—	—	COM	98212B103
CLH	CLEAN HARBORS INC	164,973	$11.81M	0.3%	—	—	COM	184496107
SBRA	SABRA HEALTH CARE REIT INC	504,000	$11.65M	0.3%	—	—	COM	78573L106
—	ZENDESK INC	163,600	$11.62M	0.3%	—	—	COM	98936J101
C	CITIGROUP INC	158,010	$11.34M	0.3%	—	—	COM NEW	172967424
THO	THOR INDS INC	133,411	$11.17M	0.3%	—	—	COM	885160101
SSD	SIMPSON MANUFACTURING CO INC	154,101	$11.17M	0.3%	—	—	COM	829073105
DIN	DINE BRANDS GLOBAL INC	137,005	$11.14M	0.3%	—	—	COM	254423106
PCRX	PACIRA PHARMACEUTICALS INC	225,545	$11.09M	0.3%	—	—	COM	695127100
—	GENOMIC HEALTH INC	155,535	$10.92M	0.3%	—	—	COM	37244C101
PCTY	PAYLOCITY HLDG CORP	135,465	$10.88M	0.3%	—	—	COM	70438V106
—	ADVANCED DISP SVCS INC DEL	397,630	$10.77M	0.3%	—	—	COM	00790X101
HXL	HEXCEL CORP NEW	160,545	$10.77M	0.3%	—	—	COM	428291108
LNG	CHENIERE ENERGY INC	154,040	$10.7M	0.3%	—	—	COM NEW	16411R208
WAL	WESTERN ALLIANCE BANCORP	187,199	$10.65M	0.3%	—	—	COM	957638109
FANG	DIAMONDBACK ENERGY INC	77,727	$10.51M	0.3%	—	—	COM	25278X109
—	CUBIC CORP	141,775	$10.36M	0.3%	—	—	COM	229669106
PAA	PLAINS ALL AMERN PIPELINE L	394,240	$9.86M	0.3%	—	—	UNIT LTD PARTN	726503105
ICUI	ICU MED INC	34,695	$9.81M	0.3%	—	—	COM	44930G107
—	NOODLES & CO	798,349	$9.66M	0.3%	—	—	COM CL A	65540B105
NOVT	NOVANTA INC	141,169	$9.656M	0.3%	—	—	COM	67000B104
—	WELLCARE HEALTH PLANS INC	30,115	$9.652M	0.3%	—	—	COM	94946T106
—	NV5 GLOBAL INC	111,105	$9.633M	0.3%	—	—	COM	62945V109
—	AARONS INC	176,835	$9.63M	0.3%	—	—	COM PAR $0.50	002535300
ROKU	ROKU INC	131,745	$9.621M	0.3%	—	—	COM CL A	77543R102
PNC	PNC FINL SVCS GROUP INC	70,600	$9.615M	0.3%	—	—	COM	693475105
ADUS	ADDUS HOMECARE CORP	136,775	$9.595M	0.3%	—	—	COM	006739106
CNMD	CONMED CORP	121,045	$9.589M	0.3%	—	—	COM	207410101
—	PANDORA MEDIA INC	990,200	$9.417M	0.3%	—	—	COM	698354107
—	MAGELLAN MIDSTREAM PRTNRS LP	135,182	$9.155M	0.3%	—	—	COM UNIT RP LP	559080106
ASGN	ASGN INC	115,895	$9.148M	0.3%	—	—	COM	00191U102
—	BLUCORA INC	225,145	$9.062M	0.3%	—	—	COM	095229100
—	TABULA RASA HEALTHCARE INC	111,287	$9.035M	0.3%	—	—	COM	873379101
AORT	CRYOLIFE INC	256,514	$9.029M	0.3%	—	—	COM	228903100
—	CARBONITE INC	239,041	$8.522M	0.2%	—	—	COM	141337105
MPLX	MPLX LP	243,998	$8.462M	0.2%	—	—	COM UNIT REP LTD	55336V100
MASI	MASIMO CORP	67,555	$8.413M	0.2%	—	—	COM	574795100
STAA	STAAR SURGICAL CO	173,800	$8.342M	0.2%	—	—	COM PAR $0.01	852312305
GILD	GILEAD SCIENCES INC	105,508	$8.146M	0.2%	—	—	COM	375558103
SMPL	SIMPLY GOOD FOODS CO	415,569	$8.083M	0.2%	—	—	COM	82900L102
PTCT	PTC THERAPEUTICS INC	169,920	$7.986M	0.2%	—	—	COM	69366J200
—	FLIR SYS INC	129,400	$7.954M	0.2%	—	—	COM	302445101
FISV	FISERV INC	95,980	$7.907M	0.2%	—	—	COM	337738108
BMI	BADGER METER INC	149,237	$7.902M	0.2%	—	—	COM	056525108
—	CURO GROUP HLDGS CORP	260,739	$7.882M	0.2%	—	—	COM	23131L107
UPLD	UPLAND SOFTWARE INC	243,734	$7.875M	0.2%	—	—	COM	91544A109
NVRI	HARSCO CORP	275,345	$7.861M	0.2%	—	—	COM	415864107
GDDY	GODADDY INC	94,080	$7.845M	0.2%	—	—	CL A	380237107
—	MARATHON OIL CORP	327,440	$7.623M	0.2%	—	—	COM	565849106
COP	CONOCOPHILLIPS	98,460	$7.621M	0.2%	—	—	COM	20825C104
—	HESS CORP	106,240	$7.605M	0.2%	—	—	COM	42809H107
TTD	THE TRADE DESK INC	50,090	$7.559M	0.2%	—	—	COM CL A	88339J105
—	NEW RELIC INC	80,040	$7.542M	0.2%	—	—	COM	64829B100
ENS	ENERSYS	85,805	$7.476M	0.2%	—	—	COM	29275Y102
—	INTEGRATED DEVICE TECHNOLOGY	158,975	$7.473M	0.2%	—	—	COM	458118106
—	R1 RCM INC	734,716	$7.465M	0.2%	—	—	COM	749397105
JAZZ	JAZZ PHARMACEUTICALS PLC	44,055	$7.407M	0.2%	—	—	SHS USD	G50871105
—	LIVEPERSON INC	284,739	$7.389M	0.2%	—	—	COM	538146101
CDXS	CODEXIS INC	426,648	$7.317M	0.2%	—	—	COM	192005106
SPSC	SPS COMM INC	72,489	$7.194M	0.2%	—	—	COM	78463M107
BAC	BANK AMER CORP	242,900	$7.156M	0.2%	—	—	COM	060505104
TPICQ	TPI COMPOSITES INC	250,283	$7.146M	0.2%	—	—	COM	87266J104
—	PETIQ INC	179,277	$7.047M	0.2%	—	—	COM CL A	71639T106
—	PLAYAGS INC	237,555	$7.001M	0.2%	—	—	COM	72814N104
ASB	ASSOCIATED BANC CORP	266,670	$6.933M	0.2%	—	—	COM	045487105
JPM	JPMORGAN CHASE & CO	61,000	$6.883M	0.2%	—	—	COM	46625H100
RIG	TRANSOCEAN LTD	487,320	$6.798M	0.2%	—	—	REG SHS	H8817H100
ICLR	ICON PLC	44,105	$6.781M	0.2%	—	—	SHS	G4705A100
—	CARDIOVASCULAR SYS INC DEL	172,030	$6.733M	0.2%	—	—	COM	141619106
VEEV	VEEVA SYS INC	61,250	$6.668M	0.2%	—	—	CL A COM	922475108
LDOS	LEIDOS HLDGS INC	94,750	$6.553M	0.2%	—	—	COM	525327102
—	BENEFITFOCUS INC	161,585	$6.536M	0.2%	—	—	COM	08180D106
BRO	BROWN & BROWN INC	219,495	$6.49M	0.2%	—	—	COM	115236101
—	SERVICEMASTER GLOBAL HLDGS I	104,380	$6.475M	0.2%	—	—	COM	81761R109
NICE	NICE LTD	53,815	$6.16M	0.2%	—	—	SPONSORED ADR	653656108
XOM	EXXON MOBIL CORP	71,850	$6.109M	0.2%	—	—	COM	30231G102
—	HMS HLDGS CORP	185,255	$6.078M	0.2%	—	—	COM	40425J101
CDNA	CAREDX INC	208,235	$6.008M	0.2%	—	—	COM	14167L103
VCEL	VERICEL CORP	423,597	$5.994M	0.2%	—	—	COM	92346J108
CVX	CHEVRON CORP NEW	48,695	$5.954M	0.2%	—	—	COM	166764100
—	QIAGEN NV	156,790	$5.939M	0.2%	—	—	SHS NEW	N72482123
BP	BP PLC	128,020	$5.902M	0.2%	—	—	SPONSORED ADR	055622104
—	IAC INTERACTIVECORP	27,100	$5.873M	0.2%	—	—	COM	44919P508
FLS	FLOWSERVE CORP	106,275	$5.812M	0.2%	—	—	COM	34354P105
LOPE	GRAND CANYON ED INC	51,180	$5.773M	0.2%	—	—	COM	38526M106
NBIX	NEUROCRINE BIOSCIENCES INC	46,665	$5.737M	0.2%	—	—	COM	64125C109
—	WILDHORSE RESOURCE DEV CORP	240,135	$5.677M	0.2%	—	—	COM	96812T102
—	VIPER ENERGY PARTNERS LP	133,453	$5.618M	0.2%	—	—	COM UNT RP INT	92763M105
—	LOXO ONCOLOGY INC	32,445	$5.543M	0.2%	—	—	COM	548862101
CW	CURTISS WRIGHT CORP	39,600	$5.442M	0.2%	—	—	COM	231561101
WST	WEST PHARMACEUTICAL SVSC INC	43,755	$5.402M	0.2%	—	—	COM	955306105
BIO	BIO RAD LABS INC	16,980	$5.315M	0.2%	—	—	CL A	090572207
NNN	NATIONAL RETAIL PPTYS INC	118,560	$5.314M	0.2%	—	—	COM	637417106
—	SURMODICS INC	70,960	$5.297M	0.2%	—	—	COM	868873100
—	PHILLIPS 66 PARTNERS LP	101,669	$5.199M	0.1%	—	—	COM UNIT REP INT	718549207
VRTX	VERTEX PHARMACEUTICALS INC	26,830	$5.171M	0.1%	—	—	COM	92532F100
SU	SUNCOR ENERGY INC NEW	131,490	$5.087M	0.1%	—	—	COM	867224107
—	ROYAL DUTCH SHELL PLC	73,200	$4.988M	0.1%	—	—	SPONS ADR A	780259206
—	ENSCO PLC	581,630	$4.909M	0.1%	—	—	SHS CLASS A	G3157S106
TCMD	TACTILE SYS TECHNOLOGY INC	68,750	$4.885M	0.1%	—	—	COM	87357P100
AMD	ADVANCED MICRO DEVICES INC	152,250	$4.703M	0.1%	—	—	COM	007903107
EQNR	EQUINOR ASA	164,260	$4.632M	0.1%	—	—	SPONSORED ADR	29446M102
—	FIBROGEN INC	75,185	$4.567M	0.1%	—	—	COM	31572Q808
NEO	NEOGENOMICS INC	290,934	$4.466M	0.1%	—	—	COM NEW	64049M209
—	DUNKIN BRANDS GROUP INC	59,535	$4.389M	0.1%	—	—	COM	265504100
—	DCP MIDSTREAM LP	110,500	$4.375M	0.1%	—	—	COM UT LTD PTN	23311P100
—	SEATTLE GENETICS INC	56,075	$4.325M	0.1%	—	—	COM	812578102
BFAM	BRIGHT HORIZONS FAM SOL IN D	36,390	$4.288M	0.1%	—	—	COM	109194100
AXGN	AXOGEN INC	115,901	$4.271M	0.1%	—	—	COM	05463X106
MPC	MARATHON PETE CORP	51,750	$4.138M	0.1%	—	—	COM	56585A102
SCI	SERVICE CORP INTL	93,205	$4.12M	0.1%	—	—	COM	817565104
EEM	ISHARES TR	95,000	$4.077M	0.1%	—	—	MSCI EMG MKT ETF	464287234
—	PIONEER NAT RES CO	23,120	$4.027M	0.1%	—	—	COM	723787107
—	TOTAL S A	60,810	$3.916M	0.1%	—	—	SPONSORED ADR	89151E109
—	GRUBHUB INC	27,360	$3.793M	0.1%	—	—	COM	400110102
—	NOBLE CORP PLC	534,550	$3.758M	0.1%	—	—	SHS USD	G65431101
—	ZAYO GROUP HLDGS INC	104,260	$3.62M	0.1%	—	—	COM	98919V105
TRGP	TARGA RES CORP	64,090	$3.609M	0.1%	—	—	COM	87612G101
—	AERIE PHARMACEUTICALS INC	58,125	$3.578M	0.1%	—	—	COM	00771V108
—	SIENTRA INC	149,290	$3.565M	0.1%	—	—	COM	82621J105
OXY	OCCIDENTAL PETE CORP DEL	42,030	$3.454M	0.1%	—	—	COM	674599105
—	USA TECHNOLOGIES INC	472,390	$3.401M	0.1%	—	—	COM NO PAR	90328S500
PTC	PTC INC	31,655	$3.361M	0.1%	—	—	COM	69370C100
CTAS	CINTAS CORP	16,300	$3.224M	0.1%	—	—	COM	172908105
GLD	SPDR GOLD TRUST	28,500	$3.214M	0.1%	—	—	GOLD SHS	78463V107
CQP	CHENIERE ENERGY PARTNERS LP	80,040	$3.158M	0.1%	—	—	COM UNIT	16411Q101
—	CHINA PETE & CHEM CORP	31,390	$3.153M	0.1%	—	—	SPON ADR H SHS	16941R108
IWF	ISHARES TR	19,720	$3.076M	0.1%	—	—	RUS 1000 GRW ETF	464287614
HRTX	HERON THERAPEUTICS INC	87,660	$2.774M	0.1%	—	—	COM	427746102
SBUX	STARBUCKS CORP	48,720	$2.769M	0.1%	—	—	COM	855244109
OKE	ONEOK INC NEW	40,844	$2.769M	0.1%	—	—	COM	682680103
—	MICHAEL KORS HLDGS LTD	40,380	$2.768M	0.1%	—	—	SHS	G60754101
SSNC	SS&C TECHNOLOGIES HLDGS INC	48,601	$2.762M	0.1%	—	—	COM	78467J100
—	ISHARES TR	100,000	$2.723M	0.1%	—	—	CUR HED MSCI GER	46434V704
—	SOUTHWESTERN ENERGY CO	523,800	$2.677M	0.1%	—	—	COM	845467109
—	WESTERN GAS PARTNERS LP	60,291	$2.634M	0.1%	—	—	COM UNIT LP IN	958254104
WMB	WILLIAMS COS INC DEL	96,781	$2.631M	0.1%	—	—	COM	969457100
—	ANDEAVOR LOGISTICS LP	53,798	$2.612M	0.1%	—	—	COM UNIT LP INT	03350F106
—	ANSYS INC	13,660	$2.55M	0.1%	—	—	COM	03662Q105
LUV	SOUTHWEST AIRLS CO	40,840	$2.55M	0.1%	—	—	COM	844741108
CVI	CVR ENERGY INC	62,990	$2.533M	0.1%	—	—	COM	12662P108
—	CNX MIDSTREAM PARTNERS LP	131,300	$2.528M	0.1%	—	—	COM UNIT REPST	12654A101
EXAS	EXACT SCIENCES CORP	31,740	$2.505M	0.1%	—	—	COM	30063P105
TRMB	TRIMBLE INC	57,340	$2.492M	0.1%	—	—	COM	896239100
—	OASIS PETE INC NEW	174,220	$2.47M	0.1%	—	—	COM	674215108
—	CNOOC LTD	12,280	$2.426M	0.1%	—	—	SPONSORED ADR	126132109
—	EQT MIDSTREAM PARTNERS LP	45,903	$2.423M	0.1%	—	—	UNIT LTD PARTN	26885B100
FTNT	FORTINET INC	26,105	$2.409M	0.1%	—	—	COM	34959E109
GDS	GDS HLDGS LTD	67,720	$2.379M	0.1%	—	—	SPONSORED ADR	36165L108
—	VARIAN MED SYS INC	20,930	$2.343M	0.1%	—	—	COM	92220P105
DK	DELEK US HLDGS INC NEW	54,420	$2.309M	0.1%	—	—	COM	24665A103
MOG/A	MOOG INC	26,330	$2.264M	0.1%	—	—	CL A	615394202
GNTX	GENTEX CORP	105,300	$2.26M	0.1%	—	—	COM	371901109
—	CRESTWOOD EQUITY PARTNERS LP	60,770	$2.233M	0.1%	—	—	UNIT LTD PARTNER	226344208
—	RANDGOLD RES LTD	30,000	$2.117M	0.1%	—	—	ADR	752344309
FAST	FASTENAL CO	36,210	$2.101M	0.1%	—	—	COM	311900104
BABA	ALIBABA GROUP HLDG LTD	12,480	$2.056M	0.1%	—	—	SPONSORED ADS	01609W102
—	PETROCHINA CO LTD	25,120	$2.046M	0.1%	—	—	SPONSORED ADR	71646E100
TSM	TAIWAN SEMICONDUCTOR MFG LTD	46,260	$2.043M	0.1%	—	—	SPONSORED ADR	874039100
ET	ENERGY TRANSFER EQUITY L P	116,300	$2.027M	0.1%	—	—	COM UT LTD PTN	29273V100
RYAAY	RYANAIR HLDGS PLC	20,420	$1.961M	0.1%	—	—	SPONSORED ADR NE	783513203
—	SONIC CORP	44,885	$1.945M	0.1%	—	—	COM	835451105
EFA	ISHARES TR	27,500	$1.87M	0.1%	—	—	MSCI EAFE ETF	464287465
—	HOLLYFRONTIER CORP	25,340	$1.771M	0.1%	—	—	COM	436106108
RRC	RANGE RES CORP	99,800	$1.696M	0.0%	—	—	COM	75281A109
—	NOBLE MIDSTREAM PARTNERS LP	47,834	$1.694M	0.0%	—	—	COM UNIT REPST	65506L105
—	ANTERO MIDSTREAM PARTNERS LP	58,614	$1.68M	0.0%	—	—	UNT LTD PARTN	03673L103
IWP	ISHARES TR	12,220	$1.657M	0.0%	—	—	RUS MD CP GR ETF	464287481
DLB	DOLBY LABORATORIES INC	22,620	$1.583M	0.0%	—	—	COM	25659T107
HTHT	HUAZHU GROUP LTD	47,520	$1.535M	0.0%	—	—	SPONSORED ADS	44332N106
—	NEW ORIENTAL ED & TECH GRP I	20,660	$1.529M	0.0%	—	—	SPON ADR	647581107
—	STERICYCLE INC	25,890	$1.519M	0.0%	—	—	COM	858912108
WAT	WATERS CORP	7,620	$1.483M	0.0%	—	—	COM	941848103
RACE	FERRARI N V	10,700	$1.465M	0.0%	—	—	COM	N3167Y103
GLPG	GALAPAGOS NV	12,760	$1.435M	0.0%	—	—	SPON ADR	36315X101
—	ENLINK MIDSTREAM PARTNERS LP	71,750	$1.337M	0.0%	—	—	COM UNIT REP LTD	29336U107
RPM	RPM INTL INC	20,240	$1.314M	0.0%	—	—	COM	749685103
DKS	DICKS SPORTING GOODS INC	36,600	$1.299M	0.0%	—	—	COM	253393102
—	ATLASSIAN CORP PLC	13,400	$1.288M	0.0%	—	—	CL A	G06242104
AEM	AGNICO EAGLE MINES LTD	37,500	$1.283M	0.0%	—	—	COM	008474108
FFIV	F5 NETWORKS INC	6,380	$1.272M	0.0%	—	—	COM	315616102
BA	BOEING CO	3,400	$1.264M	0.0%	—	—	COM	097023105
—	CONCHO RES INC	8,240	$1.259M	0.0%	—	—	COM	20605P101
SQM	SOCIEDAD QUIMICA MINERA DE C	27,060	$1.237M	0.0%	—	—	SPON ADR SER B	833635105
BAP	CREDICORP LTD	5,420	$1.209M	0.0%	—	—	COM	G2519Y108
—	SUNLANDS ONLINE ED GROUP	198,434	$1.201M	0.0%	—	—	ADS	86740P108
—	ENABLE MIDSTREAM PARTNERS LP	71,200	$1.199M	0.0%	—	—	COM UNIT RP IN	292480100
CTRA	CABOT OIL & GAS CORP	51,970	$1.17M	0.0%	—	—	COM	127097103
—	ANDEAVOR	7,600	$1.167M	0.0%	—	—	COM	03349M105
HDB	HDFC BANK LTD	12,160	$1.144M	0.0%	—	—	ADR REPS 3 SHS	40415F101
PRAA	PRA GROUP INC	31,710	$1.142M	0.0%	—	—	COM	69354N106
—	WHITING PETE CORP NEW	21,470	$1.139M	0.0%	—	—	COM NEW	966387409
PAYX	PAYCHEX INC	14,740	$1.086M	0.0%	—	—	COM	704326107
BCH	BANCO DE CHILE	11,564	$1.053M	0.0%	—	—	SPONSORED ADR	059520106
MYGN	MYRIAD GENETICS INC	22,760	$1.047M	0.0%	—	—	COM	62855J104
—	BARRICK GOLD CORP	92,500	$1.025M	0.0%	—	—	COM	067901108
NBIS	YANDEX N V	30,510	$1.003M	0.0%	—	—	SHS CLASS A	N97284108
UA	UNDER ARMOUR INC	50,656	$986K	0.0%	—	—	CL C	904311206
UAA	UNDER ARMOUR INC	45,300	$961K	0.0%	—	—	CL A	904311107
—	VEONEER INCORPORATED	17,220	$948K	0.0%	—	—	COM	92336X109
—	BUCKEYE PARTNERS L P	26,261	$938K	0.0%	—	—	UNIT LTD PARTN	118230101
—	GOLDCORP INC NEW	85,000	$867K	0.0%	—	—	COM	380956409
MLCO	MELCO RESORT ENTERTAINMENT L	38,080	$805K	0.0%	—	—	ADR	585464100
TJX	TJX COS INC NEW	6,840	$766K	0.0%	—	—	COM	872540109
GPN	GLOBAL PMTS INC	5,860	$747K	0.0%	—	—	COM	37940X102
HQY	HEALTHEQUITY INC	7,115	$672K	0.0%	—	—	COM	42226A107
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	4,865	$671K	0.0%	—	—	COM	874054109
MSCI	MSCI INC	3,770	$669K	0.0%	—	—	COM	55354G100
—	XILINX INC	8,130	$652K	0.0%	—	—	COM	983919101
PAYC	PAYCOM SOFTWARE INC	4,100	$637K	0.0%	—	—	COM	70432V102
—	HD SUPPLY HLDGS INC	14,770	$632K	0.0%	—	—	COM	40416M105
LECO	LINCOLN ELEC HLDGS INC	6,700	$626K	0.0%	—	—	COM	533900106
—	GASLOG PARTNERS LP	24,425	$611K	0.0%	—	—	UNIT LTD PTNRP	Y2687W108
—	PARSLEY ENERGY INC	20,600	$603K	0.0%	—	—	CL A	701877102
RES	RPC INC	38,900	$602K	0.0%	—	—	COM	749660106
—	HESS MIDSTREAM PARTNERS LP	25,975	$592K	0.0%	—	—	UNIT LTD PR INT	428104103
—	SVB FINL GROUP	1,890	$587K	0.0%	—	—	COM	78486Q101
BR	BROADRIDGE FINL SOLUTIONS IN	4,320	$570K	0.0%	—	—	COM	11133T103
SEE	SEALED AIR CORP NEW	13,840	$556K	0.0%	—	—	COM	81211K100
—	PDC ENERGY INC	11,000	$539K	0.0%	—	—	COM	69327R101
CHD	CHURCH & DWIGHT INC	8,750	$519K	0.0%	—	—	COM	171340102
QCOM	QUALCOMM INC	6,950	$501K	0.0%	—	—	COM	747525103
—	E TRADE FINANCIAL CORP	9,520	$499K	0.0%	—	—	COM NEW	269246401
XRAY	DENTSPLY SIRONA INC	12,820	$484K	0.0%	—	—	COM	24906P109
NDSN	NORDSON CORP	3,410	$474K	0.0%	—	—	COM	655663102
—	PRA HEALTH SCIENCES INC	4,280	$472K	0.0%	—	—	COM	69354M108
DRI	DARDEN RESTAURANTS INC	4,230	$470K	0.0%	—	—	COM	237194105
—	SIX FLAGS ENTMT CORP NEW	6,415	$448K	0.0%	—	—	COM	83001A102
BWA	BORGWARNER INC	10,340	$442K	0.0%	—	—	COM	099724106
ROK	ROCKWELL AUTOMATION INC	2,260	$424K	0.0%	—	—	COM	773903109
—	CARRIZO OIL & GAS INC	16,780	$423K	0.0%	—	—	COM	144577103
EQT	EQT CORP	9,423	$417K	0.0%	—	—	COM	26884L109
—	ROWAN COMPANIES PLC	21,880	$412K	0.0%	—	—	SHS CL A	G7665A101
KEYS	KEYSIGHT TECHNOLOGIES INC	6,080	$403K	0.0%	—	—	COM	49338L103
HOG	HARLEY DAVIDSON INC	8,363	$379K	0.0%	—	—	COM	412822108
WTFC	WINTRUST FINL CORP	4,030	$342K	0.0%	—	—	COM	97650W108
TDG	TRANSDIGM GROUP INC	870	$324K	0.0%	—	—	COM	893641100
PG	PROCTER AND GAMBLE CO	3,800	$316K	0.0%	—	—	COM	742718109
KO	COCA COLA CO	6,820	$315K	0.0%	—	—	COM	191216100
PFE	PFIZER INC	6,500	$286K	0.0%	—	—	COM	717081103
AXP	AMERICAN EXPRESS CO	2,675	$285K	0.0%	—	—	COM	025816109
MKC	MCCORMICK & CO INC	2,110	$278K	0.0%	—	—	COM NON VTG	579780206
PCAR	PACCAR INC	3,850	$263K	0.0%	—	—	COM	693718108
—	UNIT CORP	10,030	$261K	0.0%	—	—	COM	909218109
MAR	MARRIOTT INTL INC NEW	1,930	$255K	0.0%	—	—	CL A	571903202
NXPI	NXP SEMICONDUCTORS N V	2,950	$252K	0.0%	—	—	COM	N6596X109
—	GENESEE & WYO INC	2,750	$250K	0.0%	—	—	CL A	371559105
VREX	VAREX IMAGING CORP	8,372	$240K	0.0%	—	—	COM	92214X106
DIS	DISNEY WALT CO	2,000	$234K	0.0%	—	—	COM DISNEY	254687106
KLAC	KLA-TENCOR CORP	2,240	$228K	0.0%	—	—	COM	482480100
SUPN	SUPERNUS PHARMACEUTICALS INC	4,280	$215K	0.0%	—	—	COM	868459108
—	NEWFIELD EXPL CO	7,300	$210K	0.0%	—	—	COM	651290108
—	RED HAT INC	1,180	$161K	0.0%	—	—	COM	756577102
—	COVIA HLDGS CORP	16,940	$152K	0.0%	—	—	COM	22305A103
—	NABORS INDUSTRIES LTD	22,400	$138K	0.0%	—	—	SHS	G6359F103
—	APTIV PLC	1,570	$132K	0.0%	—	—	SHS	G6095L109
ODFL	OLD DOMINION FGHT LINES INC	780	$126K	0.0%	—	—	COM	679580100
HAL	HALLIBURTON CO	3,080	$125K	0.0%	—	—	COM	406216101
ITW	ILLINOIS TOOL WKS INC	770	$109K	0.0%	—	—	COM	452308109
INTC	INTEL CORP	2,200	$104K	0.0%	—	—	COM	458140100
GOOGL	ALPHABET INC	50	$60,000	0.0%	—	—	CAP STK CL A	02079K305
SYK	STRYKER CORP	340	$60,000	0.0%	—	—	COM	863667101
MDT	MEDTRONIC PLC	480	$47,000	0.0%	—	—	SHS	G5960L103
—	ALLERGAN PLC	232	$44,000	0.0%	—	—	SHS	G0177J108
CMI	CUMMINS INC	300	$44,000	0.0%	—	—	COM	231021106
—	WALGREENS BOOTS ALLIANCE INC	480	$35,000	0.0%	—	—	COM	931427108
SLB	SCHLUMBERGER LTD	551	$34,000	0.0%	—	—	COM	806857108
PRGO	PERRIGO CO PLC	380	$27,000	0.0%	—	—	SHS	G97822103
MUR	MURPHY OIL CORP	290	$10,000	0.0%	—	—	COM	626717102
—	TIVO CORP	739	$9,000	0.0%	—	—	COM	88870P106
MUSA	MURPHY USA INC	70	$6,000	0.0%	—	—	COM	626755102