Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	466,960	$64.92M	2.6%	—	—	COM	594918104
TLT	ISHARES TR	421,580	$60.32M	2.5%	—	—	20 YR TR BD ETF	464287432
AMZN	AMAZON COM INC	29,445	$51.11M	2.1%	—	—	COM	023135106
AAPL	APPLE INC	214,870	$48.12M	2.0%	—	—	COM	037833100
GOOG	ALPHABET INC	36,710	$44.75M	1.8%	—	—	CAP STK CL C	02079K107
V	VISA INC	246,675	$42.43M	1.7%	—	—	COM CL A	92826C839
CME	CME GROUP INC	181,050	$38.26M	1.6%	—	—	COM	12572Q105
TXN	TEXAS INSTRS INC	286,340	$37.01M	1.5%	—	—	COM	882508104
TRU	TRANSUNION	439,900	$35.68M	1.5%	—	—	COM	89400J107
CDW	CDW CORP	283,299	$34.91M	1.4%	—	—	COM	12514G108
GLD	SPDR GOLD TRUST	249,700	$34.68M	1.4%	—	—	GOLD SHS	78463V107
BA	BOEING CO	87,416	$33.26M	1.4%	—	—	COM	097023105
INTU	INTUIT	124,360	$33.07M	1.3%	—	—	COM	461202103
MDT	MEDTRONIC PLC	303,750	$32.99M	1.3%	—	—	SHS	G5960L103
IQV	IQVIA HLDGS INC	217,956	$32.56M	1.3%	—	—	COM	46266C105
STZ	CONSTELLATION BRANDS INC	154,510	$32.03M	1.3%	—	—	CL A	21036P108
BURL	BURLINGTON STORES INC	159,995	$31.97M	1.3%	—	—	COM	122017106
LULU	LULULEMON ATHLETICA INC	162,490	$31.28M	1.3%	—	—	COM	550021109
META	FACEBOOK INC	174,060	$31M	1.3%	—	—	CL A	30303M102
NKE	NIKE INC	329,100	$30.91M	1.3%	—	—	CL B	654106103
PYPL	PAYPAL HLDGS INC	289,800	$30.02M	1.2%	—	—	COM	70450Y103
EPAM	EPAM SYS INC	155,680	$28.38M	1.2%	—	—	COM	29414B104
QCOM	QUALCOMM INC	310,290	$23.67M	1.0%	—	—	COM	747525103
BX	BLACKSTONE GROUP INC	457,050	$22.32M	0.9%	—	—	COM CL A	09260D107
AVGO	BROADCOM INC	80,070	$22.11M	0.9%	—	—	COM	11135F101
NOW	SERVICENOW INC	83,965	$21.32M	0.9%	—	—	COM	81762P102
MRK	MERCK & CO INC	242,430	$20.41M	0.8%	—	—	COM	58933Y105
KNX	KNIGHT SWIFT TRANSN HLDGS IN	544,569	$19.77M	0.8%	—	—	CL A	499049104
BABA	ALIBABA GROUP HLDG LTD	117,640	$19.67M	0.8%	—	—	SPONSORED ADS	01609W102
SMH	VANECK VECTORS ETF TR	161,990	$19.3M	0.8%	—	—	SEMICONDUCTOR ET	92189F676
KMX	CARMAX INC	215,955	$19M	0.8%	—	—	COM	143130102
ILMN	ILLUMINA INC	59,180	$18M	0.7%	—	—	COM	452327109
—	MATCH GROUP INC	231,030	$16.5M	0.7%	—	—	COM	57665R106
DIS	DISNEY WALT CO	126,240	$16.45M	0.7%	—	—	COM DISNEY	254687106
MDB	MONGODB INC	134,474	$16.2M	0.7%	—	—	CL A	60937P106
SHY	ISHARES TR	176,500	$14.97M	0.6%	—	—	1 3 YR TREAS BD	464287457
ADBE	ADOBE INC	53,895	$14.89M	0.6%	—	—	COM	00724F101
COST	COSTCO WHSL CORP NEW	51,330	$14.79M	0.6%	—	—	COM	22160K105
HAE	HAEMONETICS CORP	114,850	$14.49M	0.6%	—	—	COM	405024100
DXCM	DEXCOM INC	94,340	$14.08M	0.6%	—	—	COM	252131107
ITRI	ITRON INC	185,180	$13.7M	0.6%	—	—	COM	465741106
CLH	CLEAN HARBORS INC	176,725	$13.64M	0.6%	—	—	COM	184496107
BSX	BOSTON SCIENTIFIC CORP	323,350	$13.16M	0.5%	—	—	COM	101137107
LAD	LITHIA MTRS INC	95,365	$12.62M	0.5%	—	—	CL A	536797103
—	AARONS INC	196,439	$12.62M	0.5%	—	—	COM PAR $0.50	002535300
ZBRA	ZEBRA TECHNOLOGIES CORP	60,430	$12.47M	0.5%	—	—	CL A	989207105
AMD	ADVANCED MICRO DEVICES INC	429,990	$12.46M	0.5%	—	—	COM	007903107
CCK	CROWN HOLDINGS INC	187,646	$12.4M	0.5%	—	—	COM	228368106
CVX	CHEVRON CORP NEW	103,715	$12.3M	0.5%	—	—	COM	166764100
EPD	ENTERPRISE PRODS PARTNERS L	429,536	$12.28M	0.5%	—	—	COM	293792107
TREX	TREX CO INC	129,630	$11.79M	0.5%	—	—	COM	89531P105
—	ZYNGA INC	2,002,494	$11.65M	0.5%	—	—	CL A	98986T108
SPGI	S&P GLOBAL INC	47,530	$11.64M	0.5%	—	—	COM	78409V104
MASI	MASIMO CORP	78,223	$11.64M	0.5%	—	—	COM	574795100
—	FIRSTCASH INC	126,831	$11.63M	0.5%	—	—	COM	33767D105
—	LIVEPERSON INC	325,570	$11.62M	0.5%	—	—	COM	538146101
ADUS	ADDUS HOMECARE CORP	146,440	$11.61M	0.5%	—	—	COM	006739106
ASML	ASML HOLDING N V	46,590	$11.57M	0.5%	—	—	N Y REGISTRY SHS	N07059210
OMCL	OMNICELL INC	159,437	$11.52M	0.5%	—	—	COM	68213N109
ITT	ITT INC	187,227	$11.46M	0.5%	—	—	COM	45073V108
PODD	INSULET CORP	68,816	$11.35M	0.5%	—	—	COM	45784P101
—	SANDERSON FARMS INC	74,785	$11.32M	0.5%	—	—	COM	800013104
CSX	CSX CORP	162,960	$11.29M	0.5%	—	—	COM	126408103
PFGC	PERFORMANCE FOOD GROUP CO	244,800	$11.26M	0.5%	—	—	COM	71377A103
JACK	JACK IN THE BOX INC	122,700	$11.18M	0.5%	—	—	COM	466367109
INSP	INSPIRE MED SYS INC	182,551	$11.14M	0.5%	—	—	COM	457730109
EEFT	EURONET WORLDWIDE INC	75,004	$10.97M	0.4%	—	—	COM	298736109
WKC	WORLD FUEL SVCS CORP	273,755	$10.93M	0.4%	—	—	COM	981475106
IART	INTEGRA LIFESCIENCES HLDGS C	180,395	$10.84M	0.4%	—	—	COM NEW	457985208
BCO	BRINKS CO	129,702	$10.76M	0.4%	—	—	COM	109696104
HELE	HELEN OF TROY CORP LTD	66,995	$10.56M	0.4%	—	—	COM	G4388N106
TMHC	TAYLOR MORRISON HOME CORP	403,950	$10.48M	0.4%	—	—	COM	87724P106
—	ABIOMED INC	58,878	$10.47M	0.4%	—	—	COM	003654100
—	PROS HOLDINGS INC	175,740	$10.47M	0.4%	—	—	COM	74346Y103
—	AVALARA INC	155,490	$10.46M	0.4%	—	—	COM	05338G106
—	SYNOVUS FINL CORP	292,095	$10.45M	0.4%	—	—	COM NEW	87161C501
MRCY	MERCURY SYS INC	127,770	$10.37M	0.4%	—	—	COM	589378108
CNMD	CONMED CORP	107,656	$10.35M	0.4%	—	—	COM	207410101
SKY	SKYLINE CHAMPION CORPORATION	339,660	$10.22M	0.4%	—	—	COM	830830105
—	INTERXION HOLDING N.V	124,090	$10.11M	0.4%	—	—	SHS	N47279109
JPM	JPMORGAN CHASE & CO	85,750	$10.09M	0.4%	—	—	COM	46625H100
CTAS	CINTAS CORP	37,460	$10.04M	0.4%	—	—	COM	172908105
TREE	LENDINGTREE INC NEW	32,324	$10.03M	0.4%	—	—	COM	52603B107
—	CATALENT INC	210,405	$10.03M	0.4%	—	—	COM	148806102
OMF	ONEMAIN HLDGS INC	273,035	$10.02M	0.4%	—	—	COM	68268W103
EVTC	EVERTEC INC	315,842	$9.861M	0.4%	—	—	COM	30040P103
—	ALTERYX INC	90,580	$9.731M	0.4%	—	—	COM CL A	02156B103
NEO	NEOGENOMICS INC	502,501	$9.608M	0.4%	—	—	COM NEW	64049M209
ENTG	ENTEGRIS INC	201,930	$9.503M	0.4%	—	—	COM	29362U104
CALY	CALLAWAY GOLF CO	489,375	$9.499M	0.4%	—	—	COM	131193104
TDOC	TELADOC HEALTH INC	139,975	$9.479M	0.4%	—	—	COM	87918A105
NBIX	NEUROCRINE BIOSCIENCES INC	104,025	$9.374M	0.4%	—	—	COM	64125C109
SLAB	SILICON LABORATORIES INC	83,810	$9.332M	0.4%	—	—	COM	826919102
—	SPLUNK INC	78,410	$9.241M	0.4%	—	—	COM	848637104
PAA	PLAINS ALL AMERN PIPELINE L	445,064	$9.235M	0.4%	—	—	UNIT LTD PARTN	726503105
PLNT	PLANET FITNESS INC	158,836	$9.192M	0.4%	—	—	CL A	72703H101
—	VONAGE HLDGS CORP	801,680	$9.059M	0.4%	—	—	COM	92886T201
WEN	WENDYS CO	451,355	$9.018M	0.4%	—	—	COM	95058W100
MNRO	MONRO INC	112,928	$8.922M	0.4%	—	—	COM	610236101
WH	WYNDHAM HOTELS & RESORTS INC	171,164	$8.856M	0.4%	—	—	COM	98311A105
BAND	BANDWIDTH INC	133,535	$8.694M	0.4%	—	—	COM CL A	05988J103
VCYT	VERACYTE INC	359,722	$8.633M	0.4%	—	—	COM	92337F107
—	IAA INC	204,345	$8.527M	0.3%	—	—	COM	449253103
FTDR	FRONTDOOR INC	171,995	$8.354M	0.3%	—	—	COM	35905A109
MPC	MARATHON PETE CORP	137,100	$8.329M	0.3%	—	—	COM	56585A102
VIAV	VIAVI SOLUTIONS INC	594,030	$8.319M	0.3%	—	—	COM	925550105
—	POLYONE CORP	252,440	$8.242M	0.3%	—	—	COM	73179P106
CACI	CACI INTL INC	35,150	$8.129M	0.3%	—	—	CL A	127190304
SMPL	SIMPLY GOOD FOODS CO	278,369	$8.07M	0.3%	—	—	COM	82900L102
—	MAGELLAN MIDSTREAM PRTNRS LP	120,249	$7.969M	0.3%	—	—	COM UNIT RP LP	559080106
CCS	CENTURY CMNTYS INC	258,780	$7.926M	0.3%	—	—	COM	156504300
BAC	BANK AMER CORP	268,900	$7.844M	0.3%	—	—	COM	060505104
AZTA	BROOKS AUTOMATION INC	210,809	$7.806M	0.3%	—	—	COM	114340102
—	CONTINENTAL RESOURCES INC	252,505	$7.775M	0.3%	—	—	COM	212015101
FSS	FEDERAL SIGNAL CORP	235,470	$7.709M	0.3%	—	—	COM	313855108
GS	GOLDMAN SACHS GROUP INC	37,150	$7.699M	0.3%	—	—	COM	38141G104
MLAB	MESA LABS INC	32,275	$7.674M	0.3%	—	—	COM	59064R109
ACM	AECOM	204,215	$7.67M	0.3%	—	—	COM	00766T100
MANH	MANHATTAN ASSOCS INC	94,805	$7.648M	0.3%	—	—	COM	562750109
GPK	GRAPHIC PACKAGING HLDG CO	502,320	$7.409M	0.3%	—	—	COM	388689101
BLD	TOPBUILD CORP	75,987	$7.327M	0.3%	—	—	COM	89055F103
GSHD	GOOSEHEAD INS INC	147,440	$7.276M	0.3%	—	—	COM CL A	38267D109
ET	ENERGY TRANSFER LP	538,648	$7.046M	0.3%	—	—	COM UT LTD PTN	29273V100
KMI	KINDER MORGAN INC DEL	340,560	$7.019M	0.3%	—	—	COM	49456B101
—	MYOKARDIA INC	133,175	$6.945M	0.3%	—	—	COM	62857M105
ACAD	ACADIA PHARMACEUTICALS INC	192,070	$6.913M	0.3%	—	—	COM	004225108
FOXF	FOX FACTORY HLDG CORP	108,223	$6.736M	0.3%	—	—	COM	35138V102
—	AIR TRANSPORT SERVICES GRP I	320,068	$6.728M	0.3%	—	—	COM	00922R105
—	R1 RCM INC	748,740	$6.686M	0.3%	—	—	COM	749397105
—	SVMK INC	381,815	$6.529M	0.3%	—	—	COM	78489X103
HRI	HERC HLDGS INC	139,960	$6.51M	0.3%	—	—	COM	42704L104
WWD	WOODWARD INC	60,141	$6.485M	0.3%	—	—	COM	980745103
NVCR	NOVOCURE LTD	82,875	$6.197M	0.3%	—	—	ORD SHS	G6674U108
MKSI	MKS INSTRUMENT INC	66,250	$6.114M	0.2%	—	—	COM	55306N104
—	EVO PMTS INC	216,085	$6.076M	0.2%	—	—	CL A COM	26927E104
SAIA	SAIA INC	64,841	$6.076M	0.2%	—	—	COM	78709Y105
ELF	E L F BEAUTY INC	332,055	$5.814M	0.2%	—	—	COM	26856L103
RGEN	REPLIGEN CORP	75,780	$5.812M	0.2%	—	—	COM	759916109
MPLX	MPLX LP	203,164	$5.691M	0.2%	—	—	COM UNIT REP LTD	55336V100
BLDR	BUILDERS FIRSTSOURCE INC	275,165	$5.662M	0.2%	—	—	COM	12008R107
TTEC	TTEC HLDGS INC	116,433	$5.575M	0.2%	—	—	COM	89854H102
—	PHILLIPS 66 PARTNERS LP	97,814	$5.538M	0.2%	—	—	COM UNIT REP INT	718549207
PRKS	SEAWORLD ENTMT INC	209,005	$5.501M	0.2%	—	—	COM	81282V100
RNG	RINGCENTRAL INC	42,361	$5.323M	0.2%	—	—	CL A	76680R206
BP	BP PLC	139,495	$5.299M	0.2%	—	—	SPONSORED ADR	055622104
AIN	ALBANY INTL CORP	57,390	$5.174M	0.2%	—	—	CL A	012348108
VLO	VALERO ENERGY CORP NEW	60,240	$5.135M	0.2%	—	—	COM	91913Y100
GH	GUARDANT HEALTH INC	78,420	$5.006M	0.2%	—	—	COM	40131M109
—	HESS CORP	82,050	$4.962M	0.2%	—	—	COM	42809H107
CTRE	CARETRUST REIT INC	211,050	$4.961M	0.2%	—	—	COM	14174T107
HUN	HUNTSMAN CORP	211,870	$4.928M	0.2%	—	—	COM	447011107
—	EVERI HLDGS INC	572,946	$4.847M	0.2%	—	—	COM	30034T103
—	BARRICK GOLD CORPORATION	276,340	$4.789M	0.2%	—	—	COM	067901108
PAR	PAR TECHNOLOGY CORP	198,808	$4.726M	0.2%	—	—	COM	698884103
—	SPDR SERIES TRUST	211,190	$4.722M	0.2%	—	—	S&P OILGAS EXP	78464A730
CHGG	CHEGG INC	156,445	$4.686M	0.2%	—	—	COM	163092109
HTLD	HEARTLAND EXPRESS INC	214,270	$4.609M	0.2%	—	—	COM	422347104
—	BLACK KNIGHT INC	74,735	$4.563M	0.2%	—	—	COM	09215C105
FANG	DIAMONDBACK ENERGY INC	50,075	$4.502M	0.2%	—	—	COM	25278X109
COP	CONOCOPHILLIPS	77,100	$4.393M	0.2%	—	—	COM	20825C104
EOG	EOG RES INC	57,820	$4.291M	0.2%	—	—	COM	26875P101
NFLX	NETFLIX INC	15,520	$4.153M	0.2%	—	—	COM	64110L106
WGO	WINNEBAGO INDS INC	105,815	$4.058M	0.2%	—	—	COM	974637100
NICE	NICE LTD	28,100	$4.041M	0.2%	—	—	SPONSORED ADR	653656108
—	MODEL N INC	140,797	$3.909M	0.2%	—	—	COM	607525102
XOM	EXXON MOBIL CORP	55,250	$3.901M	0.2%	—	—	COM	30231G102
TSLA	TESLA INC	15,775	$3.8M	0.2%	—	—	COM	88160R101
BRO	BROWN & BROWN INC	103,670	$3.738M	0.2%	—	—	COM	115236101
WAL	WESTERN ALLIANCE BANCORP	81,025	$3.734M	0.2%	—	—	COM	957638109
—	BUCKEYE PARTNERS L P	88,733	$3.646M	0.1%	—	—	UNIT LTD PARTN	118230101
EEM	ISHARES TR	86,725	$3.544M	0.1%	—	—	MSCI EMG MKT ETF	464287234
TNDM	TANDEM DIABETES CARE INC	59,971	$3.537M	0.1%	—	—	COM NEW	875372203
HURN	HURON CONSULTING GROUP INC	57,280	$3.514M	0.1%	—	—	COM	447462102
TSEM	TOWER SEMICONDUCTOR LTD	182,520	$3.512M	0.1%	—	—	SHS NEW	M87915274
VMI	VALMONT INDS INC	25,085	$3.473M	0.1%	—	—	COM	920253101
—	JACOBS ENGR GROUP INC	37,785	$3.457M	0.1%	—	—	COM	469814107
WES	WESTERN MIDSTREAM PARTNERS L	138,742	$3.453M	0.1%	—	—	COM UNIT LP INT	958669103
PI	IMPINJ INC	111,562	$3.439M	0.1%	—	—	COM	453204109
VICI	VICI PPTYS INC	151,420	$3.43M	0.1%	—	—	COM	925652109
CQP	CHENIERE ENERGY PARTNERS LP	75,356	$3.427M	0.1%	—	—	COM UNIT	16411Q101
TWST	TWIST BIOSCIENCE CORP	142,416	$3.401M	0.1%	—	—	COM	90184D100
GO	GROCERY OUTLET HLDG CORP	97,025	$3.365M	0.1%	—	—	COM	39874R101
UPLD	UPLAND SOFTWARE INC	96,155	$3.352M	0.1%	—	—	COM	91544A109
EXP	EAGLE MATERIALS INC	37,095	$3.339M	0.1%	—	—	COM	26969P108
LNG	CHENIERE ENERGY INC	52,956	$3.339M	0.1%	—	—	COM NEW	16411R208
MLM	MARTIN MARIETTA MATLS INC	12,115	$3.321M	0.1%	—	—	COM	573284106
—	HOSTESS BRANDS INC	231,400	$3.236M	0.1%	—	—	CL A	44109J106
EHTH	EHEALTH INC	47,026	$3.141M	0.1%	—	—	COM	28238P109
PSX	PHILLIPS 66	29,700	$3.041M	0.1%	—	—	COM	718546104
MS	MORGAN STANLEY	67,400	$2.876M	0.1%	—	—	COM NEW	617446448
KBH	KB HOME	82,275	$2.797M	0.1%	—	—	COM	48666K109
—	MARVELL TECHNOLOGY GROUP LTD	110,655	$2.763M	0.1%	—	—	ORD	G5876H105
—	TURNING POINT THERAPEUTICS I	73,366	$2.759M	0.1%	—	—	COM	90041T108
SU	SUNCOR ENERGY INC NEW	86,715	$2.738M	0.1%	—	—	COM	867224107
XLF	SELECT SECTOR SPDR TR	97,300	$2.724M	0.1%	—	—	SBI INT-FINL	81369Y605
LKQ	LKQ CORP	85,180	$2.679M	0.1%	—	—	COM	501889208
—	SEATTLE GENETICS INC	31,300	$2.673M	0.1%	—	—	COM	812578102
PBF	PBF ENERGY INC	96,630	$2.627M	0.1%	—	—	CL A	69318G106
—	MARATHON OIL CORP	212,320	$2.605M	0.1%	—	—	COM	565849106
TER	TERADYNE INC	43,610	$2.525M	0.1%	—	—	COM	880770102
FSLR	FIRST SOLAR INC	40,645	$2.358M	0.1%	—	—	COM	336433107
—	WPX ENERGY INC	222,030	$2.351M	0.1%	—	—	COM	98212B103
RPM	RPM INTL INC	32,925	$2.266M	0.1%	—	—	COM	749685103
—	VIPER ENERGY PARTNERS LP	80,613	$2.231M	0.1%	—	—	COM UNT RP INT	92763M105
EGP	EASTGROUP PPTY INC	17,805	$2.226M	0.1%	—	—	COM	277276101
CYRX	CRYOPORT INC	135,550	$2.217M	0.1%	—	—	COM PAR $0.001	229050307
ENPH	ENPHASE ENERGY INC	98,102	$2.181M	0.1%	—	—	COM	29355A107
TYL	TYLER TECHNOLOGIES INC	7,920	$2.079M	0.1%	—	—	COM	902252105
AEM	AGNICO EAGLE MINES LTD	37,500	$2.01M	0.1%	—	—	COM	008474108
GIL	GILDAN ACTIVEWEAR INC	55,880	$1.984M	0.1%	—	—	COM	375916103
FRPT	FRESHPET INC	39,530	$1.967M	0.1%	—	—	COM	358039105
—	ASPEN TECHNOLOGY INC	15,145	$1.864M	0.1%	—	—	COM	045327103
EXAS	EXACT SCIENCES CORP	19,995	$1.807M	0.1%	—	—	COM	30063P105
ENB	ENBRIDGE INC	51,330	$1.801M	0.1%	—	—	COM	29250N105
EFA	ISHARES TR	27,500	$1.793M	0.1%	—	—	MSCI EAFE ETF	464287465
—	TOTAL S A	33,830	$1.759M	0.1%	—	—	SPONSORED ADS	89151E109
—	ANSYS INC	7,920	$1.753M	0.1%	—	—	COM	03662Q105
ROKU	ROKU INC	16,890	$1.719M	0.1%	—	—	COM CL A	77543R102
—	ROYAL DUTCH SHELL PLC	29,005	$1.707M	0.1%	—	—	SPONS ADR A	780259206
OKE	ONEOK INC NEW	23,085	$1.701M	0.1%	—	—	COM	682680103
HEI	HEICO CORP NEW	13,495	$1.685M	0.1%	—	—	COM	422806109
—	TELARIA INC	243,480	$1.682M	0.1%	—	—	COM	879181105
—	NUSTAR ENERGY LP	59,370	$1.681M	0.1%	—	—	UNIT COM	67058H102
IONS	IONIS PHARMACEUTICALS INC	27,125	$1.625M	0.1%	—	—	COM	462222100
—	SAGE THERAPEUTICS INC	10,745	$1.507M	0.1%	—	—	COM	78667J108
CMG	CHIPOTLE MEXICAN GRILL INC	1,790	$1.504M	0.1%	—	—	COM	169656105
PBR	PETROLEO BRASILEIRO SA PETRO	102,080	$1.477M	0.1%	—	—	SPONSORED ADR	71654V408
—	COUPA SOFTWARE INC	11,395	$1.476M	0.1%	—	—	COM	22266L106
—	RATTLER MIDSTREAM LP	81,290	$1.449M	0.1%	—	—	COM UNITS	75419T103
WING	WINGSTOP INC	15,840	$1.383M	0.1%	—	—	COM	974155103
—	NANOSTRING TECHNOLOGIES INC	61,275	$1.323M	0.1%	—	—	COM	63009R109
—	DCP MIDSTREAM LP	49,965	$1.31M	0.1%	—	—	COM UT LTD PTN	23311P100
PBA	PEMBINA PIPELINE CORP	34,810	$1.29M	0.1%	—	—	COM	706327103
—	PETROCHINA CO LTD	25,120	$1.276M	0.1%	—	—	SPONSORED ADR	71646E100
OLED	UNIVERSAL DISPLAY CORP	7,535	$1.265M	0.1%	—	—	COM	91347P105
—	ENLINK MIDSTREAM LLC	146,880	$1.248M	0.1%	—	—	COM UNIT REP LTD	29336T100
BHP	BHP GROUP LTD	24,080	$1.189M	0.0%	—	—	SPONSORED ADS	088606108
TSM	TAIWAN SEMICONDUCTOR MFG LTD	22,510	$1.046M	0.0%	—	—	SPONSORED ADS	874039100
ARLP	ALLIANCE RES PARTNER L P	63,440	$1.016M	0.0%	—	—	UT LTD PART	01877R108
—	CRESTWOOD EQUITY PARTNERS LP	27,699	$1.011M	0.0%	—	—	UNIT LTD PARTNER	226344208
—	CARDTRONICS PLC	31,585	$955K	0.0%	—	—	SHS CL A	G1991C105
—	CNOOC LTD	6,250	$952K	0.0%	—	—	SPONSORED ADR	126132109
IWF	ISHARES TR	5,830	$931K	0.0%	—	—	RUS 1000 GRW ETF	464287614
—	CHINA PETE & CHEM CORP	15,740	$924K	0.0%	—	—	SPON ADR H SHS	16941R108
FISV	FISERV INC	8,900	$922K	0.0%	—	—	COM	337738108
—	ARCO PLATFORM LTD	18,080	$916K	0.0%	—	—	COM CL A	G04553106
STE	STERIS PLC	6,330	$915K	0.0%	—	—	SHS USD	G8473T100
GDS	GDS HLDGS LTD	22,780	$913K	0.0%	—	—	SPONSORED ADS	36165L108
—	QUOTIENT LTD	109,280	$849K	0.0%	—	—	SHS	G73268107
GPN	GLOBAL PMTS INC	4,950	$787K	0.0%	—	—	COM	37940X102
KLAC	KLA CORPORATION	4,880	$778K	0.0%	—	—	COM NEW	482480100
—	NEW ORIENTAL ED & TECH GRP I	6,990	$774K	0.0%	—	—	SPON ADR	647581107
TJX	TJX COS INC NEW	13,680	$763K	0.0%	—	—	COM	872540109
PAGS	PAGSEGURO DIGITAL LTD	15,980	$740K	0.0%	—	—	COM CL A	G68707101
—	ATLASSIAN CORP PLC	5,860	$735K	0.0%	—	—	CL A	G06242104
—	CNX MIDSTREAM PARTNERS LP	51,538	$727K	0.0%	—	—	COM UNIT REPST	12654A101
RACE	FERRARI N V	4,680	$721K	0.0%	—	—	COM	N3167Y103
DHI	D R HORTON INC	13,450	$709K	0.0%	—	—	COM	23331A109
HDB	HDFC BANK LTD	12,160	$694K	0.0%	—	—	SPONSORED ADS	40415F101
—	ENABLE MIDSTREAM PARTNERS LP	55,205	$664K	0.0%	—	—	COM UNIT RP IN	292480100
CBOE	CBOE GLOBAL MARKETS INC	5,715	$657K	0.0%	—	—	COM	12503M108
TRGP	TARGA RES CORP	16,275	$654K	0.0%	—	—	COM	87612G101
IWP	ISHARES TR	4,500	$636K	0.0%	—	—	RUS MD CP GR ETF	464287481
WMB	WILLIAMS COS INC DEL	26,268	$632K	0.0%	—	—	COM	969457100
HXL	HEXCEL CORP NEW	7,650	$628K	0.0%	—	—	COM	428291108
JBHT	HUNT J B TRANS SVCS INC	5,660	$626K	0.0%	—	—	COM	445658107
MAS	MASCO CORP	15,020	$626K	0.0%	—	—	COM	574599106
INFY	INFOSYS LTD	54,600	$621K	0.0%	—	—	SPONSORED ADR	456788108
SE	SEA LTD	19,970	$618K	0.0%	—	—	SPONSORED ADS	81141R100
ICLR	ICON PLC	4,070	$600K	0.0%	—	—	SHS	G4705A100
LECO	LINCOLN ELEC HLDGS INC	6,700	$581K	0.0%	—	—	COM	533900106
BAP	CREDICORP LTD	2,710	$565K	0.0%	—	—	COM	G2519Y108
GILD	GILEAD SCIENCES INC	8,850	$561K	0.0%	—	—	COM	375558103
EW	EDWARDS LIFESCIENCES CORP	2,520	$554K	0.0%	—	—	COM	28176E108
C	CITIGROUP INC	8,010	$553K	0.0%	—	—	COM NEW	172967424
—	HESS MIDSTREAM PARTNERS LP	28,540	$550K	0.0%	—	—	UNIT LTD PR INT	428104103
—	PROOFPOINT INC	4,240	$547K	0.0%	—	—	COM	743424103
CHD	CHURCH & DWIGHT INC	7,120	$536K	0.0%	—	—	COM	171340102
HD	HOME DEPOT INC	2,300	$534K	0.0%	—	—	COM	437076102
MSCI	MSCI INC	2,425	$528K	0.0%	—	—	COM	55354G100
LHX	L3HARRIS TECHNOLOGIES INC	2,505	$523K	0.0%	—	—	COM	502431109
RSG	REPUBLIC SVCS INC	6,030	$522K	0.0%	—	—	COM	760759100
ORLY	O REILLY AUTOMOTIVE INC NEW	1,310	$522K	0.0%	—	—	COM	67103H107
BFAM	BRIGHT HORIZONS FAM SOL IN D	3,410	$520K	0.0%	—	—	COM	109194100
ESTC	ELASTIC N V	6,305	$519K	0.0%	—	—	ORD SHS	N14506104
KEYS	KEYSIGHT TECHNOLOGIES INC	5,320	$517K	0.0%	—	—	COM	49338L103
CCEP	COCA COLA EUROPEAN PARTNERS	9,000	$499K	0.0%	—	—	SHS	G25839104
WEX	WEX INC	2,460	$497K	0.0%	—	—	COM	96208T104
SMG	SCOTTS MIRACLE GRO CO	4,800	$489K	0.0%	—	—	CL A	810186106
HTHT	HUAZHU GROUP LTD	14,790	$488K	0.0%	—	—	SPONSORED ADS	44332N106
BCH	BANCO DE CHILE	17,346	$487K	0.0%	—	—	SPONSORED ADS	059520106
PG	PROCTER & GAMBLE CO	3,800	$473K	0.0%	—	—	COM	742718109
GLPG	GALAPAGOS NV	3,080	$470K	0.0%	—	—	SPON ADR	36315X101
ASND	ASCENDIS PHARMA A S	4,730	$456K	0.0%	—	—	SPONSORED ADR	04351P101
TDG	TRANSDIGM GROUP INC	870	$453K	0.0%	—	—	COM	893641100
SBUX	STARBUCKS CORP	4,920	$435K	0.0%	—	—	COM	855244109
PAYC	PAYCOM SOFTWARE INC	2,050	$429K	0.0%	—	—	COM	70432V102
—	HCP INC	11,325	$404K	0.0%	—	—	COM	40414L109
AJG	GALLAGHER ARTHUR J & CO	4,420	$396K	0.0%	—	—	COM	363576109
SCHW	THE CHARLES SCHWAB CORPORATI	9,360	$392K	0.0%	—	—	COM	808513105
—	IAC INTERACTIVECORP	1,790	$390K	0.0%	—	—	COM	44919P508
—	EQM MIDSTREAM PARTNERS LP	11,880	$388K	0.0%	—	—	UNIT LTD PARTN	26885B100
—	NOBLE MIDSTREAM PARTNERS LP	16,091	$388K	0.0%	—	—	COM UNIT REPST	65506L105
BWA	BORGWARNER INC	10,340	$379K	0.0%	—	—	COM	099724106
SBAC	SBA COMMUNICATIONS CORP NEW	1,550	$374K	0.0%	—	—	CL A	78410G104
KO	COCA COLA CO	6,820	$371K	0.0%	—	—	COM	191216100
BRKR	BRUKER CORP	8,370	$368K	0.0%	—	—	COM	116794108
DKS	DICKS SPORTING GOODS INC	8,440	$344K	0.0%	—	—	COM	253393102
—	TWITTER INC	8,040	$331K	0.0%	—	—	COM	90184L102
ISRG	INTUITIVE SURGICAL INC	600	$324K	0.0%	—	—	COM NEW	46120E602
AXP	AMERICAN EXPRESS CO	2,675	$316K	0.0%	—	—	COM	025816109
—	GENESEE & WYO INC	2,750	$304K	0.0%	—	—	CL A	371559105
PCAR	PACCAR INC	3,850	$270K	0.0%	—	—	COM	693718108
DRI	DARDEN RESTAURANTS INC	2,220	$262K	0.0%	—	—	COM	237194105
—	LAM RESEARCH CORP	1,120	$259K	0.0%	—	—	COM	512807108
—	APOLLO GLOBAL MGMT INC	6,535	$247K	0.0%	—	—	COM CL A	03768E105
GNTX	GENTEX CORP	8,620	$237K	0.0%	—	—	COM	371901109
PFE	PFIZER INC	6,500	$234K	0.0%	—	—	COM	717081103
VRTX	VERTEX PHARMACEUTICALS INC	930	$158K	0.0%	—	—	COM	92532F100
FDX	FEDEX CORP	1,000	$146K	0.0%	—	—	COM	31428X106
ITW	ILLINOIS TOOL WKS INC	770	$120K	0.0%	—	—	COM	452308109
INTC	INTEL CORP	2,200	$113K	0.0%	—	—	COM	458140100
FAST	FASTENAL CO	3,460	$113K	0.0%	—	—	COM	311900104
IWO	ISHARES TR	500	$96,000	0.0%	—	—	RUS 2000 GRW ETF	464287648
TRMB	TRIMBLE INC	2,160	$84,000	0.0%	—	—	COM	896239100
LUV	SOUTHWEST AIRLS CO	1,560	$84,000	0.0%	—	—	COM	844741108
—	VARIAN MED SYS INC	650	$77,000	0.0%	—	—	COM	92220P105
SYK	STRYKER CORP	340	$74,000	0.0%	—	—	COM	863667101
MOG/A	MOOG INC	860	$70,000	0.0%	—	—	CL A	615394202
GOOGL	ALPHABET INC	50	$61,000	0.0%	—	—	CAP STK CL A	02079K305
CMI	CUMMINS INC	300	$49,000	0.0%	—	—	COM	231021106
PRAA	PRA GROUP INC	1,150	$39,000	0.0%	—	—	COM	69354N106
—	ALLERGAN PLC	232	$39,000	0.0%	—	—	SHS	G0177J108
—	STERICYCLE INC	770	$39,000	0.0%	—	—	COM	858912108
MCHP	MICROCHIP TECHNOLOGY INC	360	$33,000	0.0%	—	—	COM	595017104
PAYX	PAYCHEX INC	360	$30,000	0.0%	—	—	COM	704326107
SEE	SEALED AIR CORP NEW	720	$30,000	0.0%	—	—	COM	81211K100
UAA	UNDER ARMOUR INC	1,340	$27,000	0.0%	—	—	CL A	904311107
—	WALGREENS BOOTS ALLIANCE INC	480	$27,000	0.0%	—	—	COM	931427108
UA	UNDER ARMOUR INC	1,349	$24,000	0.0%	—	—	CL C	904311206
FFIV	F5 NETWORKS INC	140	$20,000	0.0%	—	—	COM	315616102
HOG	HARLEY DAVIDSON INC	430	$15,000	0.0%	—	—	COM	412822108
CTRA	CABOT OIL & GAS CORP	770	$14,000	0.0%	—	—	COM	127097103
HAL	HALLIBURTON CO	690	$13,000	0.0%	—	—	COM	406216101
—	CONCHO RES INC	140	$10,000	0.0%	—	—	COM	20605P101
MYGN	MYRIAD GENETICS INC	240	$7,000	0.0%	—	—	COM	62855J104
VREX	VAREX IMAGING CORP	260	$7,000	0.0%	—	—	COM	92214X106
MUSA	MURPHY USA INC	70	$6,000	0.0%	—	—	COM	626755102
—	TIVO CORP	739	$6,000	0.0%	—	—	COM	88870P106
MUR	MURPHY OIL CORP	290	$6,000	0.0%	—	—	COM	626717102