CIK: 0001106832 · Show all filings
Period: Q4 2019 (← Previous) (Next →)
Filing Date: Feb 14, 2020
Total Value ($000): $2,498,906 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 448,480 | $70,725 | 2.8% | $57.13 | +143.7% | COM | 594918104 |
| AAPL | APPLE INC | 237,530 | $69,751 | 2.8% | $41.01 | +51.2% | COM | 037833100 |
| TLT | ISHARES TR | 421,580 | $57,116 | 2.3% | $124.14 | — | 20 YR TR BD ETF | 464287432 |
| GOOG | ALPHABET INC | 35,030 | $46,836 | 1.9% | $46.01 | +39.2% | CAP STK CL C | 02079K107 |
| TXN | TEXAS INSTRS INC | 351,150 | $45,049 | 1.8% | $103.02 | +0.7% | COM | 882508104 |
| AMZN | AMAZON COM INC | 24,225 | $44,764 | 1.8% | $35.73 | +147.7% | COM | 023135106 |
| NKE | NIKE INC | 441,630 | $44,742 | 1.8% | $77.14 | +12.5% | CL B | 654106103 |
| V | VISA INC | 236,075 | $44,358 | 1.8% | $83.79 | +105.9% | COM CL A | 92826C839 |
| META | FACEBOOK INC | 195,900 | $40,208 | 1.6% | $163.22 | +17.8% | CL A | 30303M102 |
| BURL | BURLINGTON STORES INC | 153,390 | $34,978 | 1.4% | $157.38 | +32.8% | COM | 122017106 |
| ASML | ASML HOLDING N V | 109,590 | $32,432 | 1.3% | $275.74 | — | N Y REGISTRY SHS | N07059210 |
| BABA | ALIBABA GROUP HLDG LTD | 148,915 | $31,585 | 1.3% | $188.68 | — | SPONSORED ADS | 01609W102 |
| INTU | INTUIT | 120,290 | $31,508 | 1.3% | $228.98 | +9.8% | COM | 461202103 |
| ADBE | ADOBE INC | 95,330 | $31,441 | 1.3% | $251.96 | +16.8% | COM | 00724F101 |
| TRU | TRANSUNION | 361,530 | $30,951 | 1.2% | $61.93 | +30.6% | COM | 89400J107 |
| BSX | BOSTON SCIENTIFIC CORP | 673,180 | $30,441 | 1.2% | $42.10 | -0.6% | COM | 101137107 |
| PYPL | PAYPAL HLDGS INC | 264,130 | $28,571 | 1.1% | $82.64 | +25.8% | COM | 70450Y103 |
| AVGO | BROADCOM INC | 89,560 | $28,303 | 1.1% | $24.54 | +5.5% | COM | 11135F101 |
| LULU | LULULEMON ATHLETICA INC | 117,920 | $27,319 | 1.1% | $166.36 | +28.1% | COM | 550021109 |
| VLO | VALERO ENERGY CORP NEW | 291,705 | $27,318 | 1.1% | $71.83 | +2.5% | COM | 91913Y100 |
| TSLA | TESLA INC | 59,835 | $25,031 | 1.0% | $21.96 | -1.2% | COM | 88160R101 |
| KNX | KNIGHT SWIFT TRANSN HLDGS IN | 685,834 | $24,580 | 1.0% | $31.22 | +10.4% | CL A | 499049104 |
| EPAM | EPAM SYS INC | 113,810 | $24,146 | 1.0% | $179.15 | +9.8% | COM | 29414B104 |
| DIS | DISNEY WALT CO | 165,800 | $23,980 | 1.0% | $129.62 | +4.7% | COM DISNEY | 254687106 |
| — | INGERSOLL-RAND PLC | 180,170 | $23,948 | 1.0% | $132.92 | — | SHS | G47791101 |
| — | MATCH GROUP INC | 288,330 | $23,675 | 0.9% | $73.56 | — | COM | 57665R106 |
| CSX | CSX CORP | 320,010 | $23,156 | 0.9% | $21.46 | +1.5% | COM | 126408103 |
| CDW | CDW CORP | 161,219 | $23,029 | 0.9% | $78.33 | +56.8% | COM | 12514G108 |
| SMH | VANECK VECTORS ETF TRUST | 160,395 | $22,681 | 0.9% | $119.13 | — | SEMICONDUCTOR ET | 92189F676 |
| NOW | SERVICENOW INC | 80,335 | $22,680 | 0.9% | $34.24 | +53.9% | COM | 81762P102 |
| AMD | ADVANCED MICRO DEVICES INC | 481,010 | $22,059 | 0.9% | $31.46 | +17.0% | COM | 007903107 |
| UNH | UNITEDHEALTH GROUP INC | 73,470 | $21,599 | 0.9% | $236.60 | 0.0% | COM | 91324P102 |
| MRK | MERCK & CO INC | 234,540 | $21,331 | 0.9% | $58.13 | +16.2% | COM | 58933Y105 |
| — | KANSAS CITY SOUTHERN | 132,350 | $20,271 | 0.8% | $153.16 | — | COM NEW | 485170302 |
| GLD | SPDR GOLD TRUST | 137,790 | $19,690 | 0.8% | $135.98 | — | GOLD SHS | 78463V107 |
| ILMN | ILLUMINA INC | 56,530 | $18,753 | 0.8% | $195.80 | +54.8% | COM | 452327109 |
| — | SPLUNK INC | 121,980 | $18,269 | 0.7% | $121.20 | — | COM | 848637104 |
| QCOM | QUALCOMM INC | 205,380 | $18,121 | 0.7% | $58.27 | +25.0% | COM | 747525103 |
| ZBRA | ZEBRA TECHNOLOGIES CORP | 69,870 | $17,848 | 0.7% | $198.32 | +18.0% | CL A | 989207105 |
| SHY | ISHARES TR | 176,500 | $14,937 | 0.6% | $84.82 | — | 1 3 YR TREAS BD | 464287457 |
| VRTX | VERTEX PHARMACEUTICALS INC | 66,820 | $14,630 | 0.6% | $200.59 | +0.9% | COM | 92532F100 |
| COST | COSTCO WHSL CORP NEW | 49,240 | $14,473 | 0.6% | $182.42 | +48.8% | COM | 22160K105 |
| CLH | CLEAN HARBORS INC | 155,419 | $13,327 | 0.5% | $63.80 | +27.4% | COM | 184496107 |
| SPGI | S&P GLOBAL INC | 45,420 | $12,402 | 0.5% | $178.08 | +38.6% | COM | 78409V104 |
| LAD | LITHIA MTRS INC | 83,868 | $12,329 | 0.5% | $112.53 | +33.5% | CL A | 536797103 |
| CME | CME GROUP INC | 61,220 | $12,288 | 0.5% | $87.99 | +84.1% | COM | 12572Q105 |
| PFGC | PERFORMANCE FOOD GROUP CO | 236,627 | $12,182 | 0.5% | $36.65 | +24.7% | COM | 71377A103 |
| ITT | ITT INC | 164,684 | $12,172 | 0.5% | $52.66 | +26.2% | COM | 45073V108 |
| JPM | JPMORGAN CHASE & CO | 85,750 | $11,954 | 0.5% | $90.02 | +20.7% | COM | 46625H100 |
| WAL | WESTERN ALLIANCE BANCORP | 208,730 | $11,898 | 0.5% | $42.61 | +4.9% | COM | 957638109 |
| MDB | MONGODB INC | 90,184 | $11,869 | 0.5% | $144.33 | -9.0% | CL A | 60937P106 |
| TREX | TREX CO INC | 130,617 | $11,740 | 0.5% | $40.33 | +9.2% | COM | 89531P105 |
| HELE | HELEN OF TROY CORP LTD | 64,515 | $11,599 | 0.5% | $148.62 | +7.9% | COM | G4388N106 |
| CVX | CHEVRON CORP NEW | 94,740 | $11,417 | 0.5% | $86.12 | +4.1% | COM | 166764100 |
| ITRI | ITRON INC | 134,163 | $11,263 | 0.5% | $55.56 | +41.7% | COM | 465741106 |
| TDOC | TELADOC HEALTH INC | 130,412 | $10,918 | 0.4% | $65.81 | +15.6% | COM | 87918A105 |
| MASI | MASIMO CORP | 68,957 | $10,899 | 0.4% | $120.66 | +24.6% | COM | 574795100 |
| EPD | ENTERPRISE PRODS PARTNERS L | 384,626 | $10,831 | 0.4% | $33.76 | — | COM | 293792107 |
| RGEN | REPLIGEN CORP | 116,831 | $10,807 | 0.4% | $81.98 | +2.5% | COM | 759916109 |
| — | COLFAX CORP | 295,395 | $10,746 | 0.4% | $36.38 | — | COM | 194014106 |
| NEO | NEOGENOMICS INC | 366,626 | $10,724 | 0.4% | $14.44 | +65.0% | COM NEW | 64049M209 |
| — | AARONS INC | 187,053 | $10,683 | 0.4% | $50.96 | — | COM PAR $0.50 | 002535300 |
| CNMD | CONMED CORP | 94,702 | $10,591 | 0.4% | $88.75 | +13.7% | COM | 207410101 |
| PODD | INSULET CORP | 61,736 | $10,569 | 0.4% | $140.54 | +18.6% | COM | 45784P101 |
| — | SANDERSON FARMS INC | 59,702 | $10,521 | 0.4% | $136.56 | — | COM | 800013104 |
| — | CATALENT INC | 185,099 | $10,421 | 0.4% | $54.21 | — | COM | 148806102 |
| WKC | WORLD FUEL SVCS CORP | 239,856 | $10,415 | 0.4% | $31.64 | +32.2% | COM | 981475106 |
| PAA | PLAINS ALL AMERN PIPELINE L | 557,164 | $10,246 | 0.4% | $24.60 | — | UNIT LTD PARTN | 726503105 |
| — | NUANCE COMMUNICATIONS INC | 570,110 | $10,165 | 0.4% | $17.83 | — | COM | 67020Y100 |
| NBIX | NEUROCRINE BIOSCIENCES INC | 93,967 | $10,101 | 0.4% | $93.43 | +12.1% | COM | 64125C109 |
| OMF | ONEMAIN HLDGS INC | 239,572 | $10,098 | 0.4% | $37.09 | +9.0% | COM | 68268W103 |
| — | AMEDISYS INC | 60,425 | $10,086 | 0.4% | $166.92 | — | COM | 023436108 |
| — | SYNOVUS FINL CORP | 256,929 | $10,072 | 0.4% | $35.12 | — | COM NEW | 87161C501 |
| — | ZYNGA INC | 1,637,634 | $10,022 | 0.4% | $5.66 | — | CL A | 98986T108 |
| KBR | KBR INC | 320,870 | $9,787 | 0.4% | $26.16 | 0.0% | COM | 48242W106 |
| CALY | CALLAWAY GOLF CO | 460,951 | $9,772 | 0.4% | $18.13 | +12.8% | COM | 131193104 |
| EFA | ISHARES TR | 140,000 | $9,722 | 0.4% | $67.73 | — | MSCI EAFE ETF | 464287465 |
| INSP | INSPIRE MED SYS INC | 130,898 | $9,714 | 0.4% | $46.40 | +38.5% | COM | 457730109 |
| SAIA | SAIA INC | 103,204 | $9,610 | 0.4% | $85.01 | +11.3% | COM | 78709Y105 |
| AZTA | BROOKS AUTOMATION INC | 227,539 | $9,548 | 0.4% | $30.30 | +36.7% | COM | 114340102 |
| — | POLYONE CORP | 259,361 | $9,542 | 0.4% | $32.76 | — | COM | 73179P106 |
| — | ELDORADO RESORTS INC | 159,695 | $9,524 | 0.4% | $59.64 | — | COM | 28470R102 |
| BAC | BANK AMER CORP | 268,900 | $9,471 | 0.4% | $24.57 | +13.1% | COM | 060505104 |
| HAE | HAEMONETICS CORP | 82,292 | $9,455 | 0.4% | $98.39 | +23.0% | COM | 405024100 |
| SKY | SKYLINE CHAMPION CORPORATION | 297,563 | $9,433 | 0.4% | $24.64 | +26.4% | COM | 830830105 |
| — | PARSLEY ENERGY INC | 494,700 | $9,355 | 0.4% | $18.91 | — | CL A | 701877102 |
| BCO | BRINKS CO | 103,099 | $9,349 | 0.4% | $68.97 | +19.1% | COM | 109696104 |
| ACAD | ACADIA PHARMACEUTICALS INC | 215,770 | $9,231 | 0.4% | $31.77 | +36.9% | COM | 004225108 |
| — | INTERXION HOLDING N.V | 108,633 | $9,105 | 0.4% | $34.78 | — | SHS | N47279109 |
| LPX | LOUISIANA PAC CORP | 304,830 | $9,044 | 0.4% | $28.24 | 0.0% | COM | 546347105 |
| — | ABIOMED INC | 52,868 | $9,019 | 0.4% | $153.59 | — | COM | 003654100 |
| MPLX | MPLX LP | 351,039 | $8,937 | 0.4% | $31.12 | — | COM UNIT REP LTD | 55336V100 |
| ADUS | ADDUS HOMECARE CORP | 91,835 | $8,928 | 0.4% | $73.56 | +19.7% | COM | 006739106 |
| ENTG | ENTEGRIS INC | 177,623 | $8,897 | 0.4% | $41.06 | +14.5% | COM | 29362U104 |
| MKSI | MKS INSTRUMENT INC | 80,361 | $8,841 | 0.4% | $82.39 | +21.4% | COM | 55306N104 |
| VRNS | VARONIS SYS INC | 113,578 | $8,826 | 0.4% | $23.75 | 0.0% | COM | 922280102 |
| WEN | WENDYS CO | 396,984 | $8,817 | 0.4% | $18.83 | +12.6% | COM | 95058W100 |
| — | LIVEPERSON INC | 235,374 | $8,709 | 0.3% | $28.04 | — | COM | 538146101 |
| GS | GOLDMAN SACHS GROUP INC | 37,150 | $8,542 | 0.3% | $179.59 | +4.4% | COM | 38141G104 |
| — | MYOKARDIA INC | 115,911 | $8,448 | 0.3% | $52.15 | — | COM | 62857M105 |
| WGO | WINNEBAGO INDS INC | 158,715 | $8,409 | 0.3% | $39.87 | +17.3% | COM | 974637100 |
| WWD | WOODWARD INC | 69,964 | $8,287 | 0.3% | $89.40 | +21.5% | COM | 980745103 |
| DXCM | DEXCOM INC | 37,460 | $8,194 | 0.3% | $24.26 | +95.5% | COM | 252131107 |
| CROX | CROCS INC | 195,145 | $8,175 | 0.3% | $34.93 | 0.0% | COM | 227046109 |
| VC | VISTEON CORP | 94,040 | $8,143 | 0.3% | $88.64 | 0.0% | COM NEW | 92839U206 |
| CRM | SALESFORCE COM INC | 48,810 | $7,938 | 0.3% | $154.88 | 0.0% | COM | 79466L302 |
| COP | CONOCOPHILLIPS | 121,330 | $7,890 | 0.3% | $49.99 | -5.7% | COM | 20825C104 |
| IQV | IQVIA HLDGS INC | 50,856 | $7,858 | 0.3% | $122.29 | +19.4% | COM | 46266C105 |
| VIAV | VIAVI SOLUTIONS INC | 522,520 | $7,838 | 0.3% | $13.27 | +12.8% | COM | 925550105 |
| ACM | AECOM | 179,616 | $7,747 | 0.3% | $34.64 | +15.1% | COM | 00766T100 |
| CACI | CACI INTL INC | 30,937 | $7,734 | 0.3% | $215.64 | +7.9% | CL A | 127190304 |
| JBL | JABIL INC | 183,515 | $7,585 | 0.3% | $37.26 | 0.0% | COM | 466313103 |
| — | MAGELLAN MIDSTREAM PRTNRS LP | 120,249 | $7,560 | 0.3% | $65.64 | — | COM UNIT RP LP | 559080106 |
| — | CLOUDERA INC | 643,740 | $7,487 | 0.3% | $11.63 | — | COM | 18914U100 |
| GPK | GRAPHIC PACKAGING HLDG CO | 438,199 | $7,296 | 0.3% | $13.42 | +18.1% | COM | 388689101 |
| NTNX | NUTANIX INC | 232,781 | $7,277 | 0.3% | $29.53 | 0.0% | CL A | 67059N108 |
| CCK | CROWN HOLDINGS INC | 100,154 | $7,265 | 0.3% | $43.94 | +54.2% | COM | 228368106 |
| SLAB | SILICON LABORATORIES INC | 61,873 | $7,176 | 0.3% | $96.50 | +13.6% | COM | 826919102 |
| — | PINNACLE FINL PARTNERS INC | 111,015 | $7,105 | 0.3% | $64.00 | — | COM | 72346Q104 |
| BC | BRUNSWICK CORP | 116,750 | $7,003 | 0.3% | $51.41 | 0.0% | COM | 117043109 |
| — | SPDR SERIES TRUST | 294,650 | $6,983 | 0.3% | $26.24 | — | S&P OILGAS EXP | 78464A730 |
| ENS | ENERSYS | 92,455 | $6,918 | 0.3% | $65.33 | 0.0% | COM | 29275Y102 |
| NVCR | NOVOCURE LTD | 81,299 | $6,851 | 0.3% | $79.97 | +0.9% | ORD SHS | G6674U108 |
| MLAB | MESA LABS INC | 27,321 | $6,814 | 0.3% | $225.06 | +1.4% | COM | 59064R109 |
| KMI | KINDER MORGAN INC DEL | 321,360 | $6,803 | 0.3% | $12.06 | +16.5% | COM | 49456B101 |
| BLD | TOPBUILD CORP | 65,626 | $6,765 | 0.3% | $78.11 | +33.2% | COM | 89055F103 |
| FSS | FEDERAL SIGNAL CORP | 209,652 | $6,761 | 0.3% | $28.25 | +10.0% | COM | 313855108 |
| MANH | MANHATTAN ASSOCS INC | 83,380 | $6,650 | 0.3% | $80.16 | -0.8% | COM | 562750109 |
| BA | BOEING CO | 20,051 | $6,532 | 0.3% | $334.28 | +5.0% | COM | 097023105 |
| MPC | MARATHON PETE CORP | 107,490 | $6,476 | 0.3% | $49.70 | +3.9% | COM | 56585A102 |
| TSEM | TOWER SEMICONDUCTOR LTD | 268,080 | $6,450 | 0.3% | $19.88 | +13.0% | SHS NEW | M87915274 |
| SMPL | SIMPLY GOOD FOODS CO | 225,786 | $6,444 | 0.3% | $17.39 | +51.5% | COM | 82900L102 |
| — | AIR TRANSPORT SERVICES GRP I | 271,000 | $6,358 | 0.3% | $23.18 | — | COM | 00922R105 |
| PZZA | PAPA JOHNS INTL INC | 100,515 | $6,348 | 0.3% | $50.69 | 0.0% | COM | 698813102 |
| — | R1 RCM INC | 483,159 | $6,271 | 0.3% | $10.06 | — | COM | 749397105 |
| HUN | HUNTSMAN CORP | 257,561 | $6,223 | 0.2% | $21.10 | +9.8% | COM | 447011107 |
| HRI | HERC HLDGS INC | 124,382 | $6,087 | 0.2% | $38.60 | +11.3% | COM | 42704L104 |
| BLDR | BUILDERS FIRSTSOURCE INC | 232,987 | $5,920 | 0.2% | $14.96 | +59.7% | COM | 12008R107 |
| — | UNIVAR SOLUTIONS INC | 239,805 | $5,813 | 0.2% | $24.24 | — | COM | 91336L107 |
| — | EVERI HLDGS INC | 432,090 | $5,803 | 0.2% | $11.93 | — | COM | 30034T103 |
| WMS | ADVANCED DRAIN SYS INC DEL | 148,251 | $5,758 | 0.2% | $35.89 | 0.0% | COM | 00790R104 |
| — | CABOT MICROELECTRONICS CORP | 39,545 | $5,707 | 0.2% | $144.32 | — | COM | 12709P103 |
| XOM | EXXON MOBIL CORP | 80,330 | $5,605 | 0.2% | $55.36 | -6.0% | COM | 30231G102 |
| LNWO | SCIENTIFIC GAMES CORP | 203,340 | $5,445 | 0.2% | $25.75 | 0.0% | COM | 80874P109 |
| ENB | ENBRIDGE INC | 135,475 | $5,388 | 0.2% | $24.11 | +3.1% | COM | 29250N105 |
| IART | INTEGRA LIFESCIENCES HLDGS C | 91,135 | $5,311 | 0.2% | $59.58 | -0.1% | COM NEW | 457985208 |
| EOG | EOG RES INC | 63,165 | $5,291 | 0.2% | $71.77 | -22.2% | COM | 26875P101 |
| — | PHILLIPS 66 PARTNERS LP | 84,614 | $5,216 | 0.2% | $54.18 | — | COM UNIT REP INT | 718549207 |
| — | BARRICK GOLD CORPORATION | 276,340 | $5,137 | 0.2% | $16.27 | — | COM | 067901108 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 192,457 | $5,119 | 0.2% | $23.88 | 0.0% | COM | 55405Y100 |
| — | HESS CORP | 74,950 | $5,007 | 0.2% | $60.48 | — | COM | 42809H107 |
| RNG | RINGCENTRAL INC | 29,517 | $4,979 | 0.2% | $26.36 | +525.2% | CL A | 76680R206 |
| SLB | SCHLUMBERGER LTD | 121,975 | $4,903 | 0.2% | $30.72 | 0.0% | COM | 806857108 |
| DIOD | DIODES INC | 86,675 | $4,886 | 0.2% | $46.27 | 0.0% | COM | 254543101 |
| — | SPARTAN MTRS INC | 269,383 | $4,870 | 0.2% | $18.08 | — | COM | 846819100 |
| PSTG | PURE STORAGE INC | 270,795 | $4,633 | 0.2% | $17.69 | 0.0% | CL A | 74624M102 |
| PWR | QUANTA SVCS INC | 113,510 | $4,621 | 0.2% | $40.21 | 0.0% | COM | 74762E102 |
| — | MODEL N INC | 129,797 | $4,552 | 0.2% | $27.76 | — | COM | 607525102 |
| ELF | E L F BEAUTY INC | 281,279 | $4,537 | 0.2% | $16.68 | -0.3% | COM | 26856L103 |
| LNG | CHENIERE ENERGY INC | 74,146 | $4,528 | 0.2% | $49.87 | +23.4% | COM NEW | 16411R208 |
| — | WPX ENERGY INC | 324,095 | $4,453 | 0.2% | $14.75 | — | COM | 98212B103 |
| ET | ENERGY TRANSFER LP | 346,148 | $4,441 | 0.2% | $13.96 | — | COM UT LTD PTN | 29273V100 |
| BJRI | BJS RESTAURANTS INC | 114,970 | $4,364 | 0.2% | $38.13 | 0.0% | COM | 09180C106 |
| WH | WYNDHAM HOTELS & RESORTS INC | 68,684 | $4,314 | 0.2% | $48.90 | +13.6% | COM | 98311A105 |
| ROCK | GIBRALTAR INDS INC | 84,955 | $4,285 | 0.2% | $50.22 | 0.0% | COM | 374689107 |
| FANG | DIAMONDBACK ENERGY INC | 45,775 | $4,251 | 0.2% | $80.23 | -19.2% | COM | 25278X109 |
| SU | SUNCOR ENERGY INC NEW | 128,595 | $4,218 | 0.2% | $23.73 | +3.2% | COM | 867224107 |
| — | TURNING POINT THERAPEUTICS I | 65,962 | $4,109 | 0.2% | $37.61 | — | COM | 90041T108 |
| PSX | PHILLIPS 66 | 35,915 | $4,001 | 0.2% | $77.58 | +12.6% | COM | 718546104 |
| SF | STIFEL FINL CORP | 64,940 | $3,939 | 0.2% | $35.47 | 0.0% | COM | 860630102 |
| JELD | JELD-WEN HLDG INC | 168,215 | $3,938 | 0.2% | $20.59 | 0.0% | COM | 47580P103 |
| — | TOTAL S A | 70,825 | $3,917 | 0.2% | $54.41 | — | SPONSORED ADS | 89151E109 |
| EEM | ISHARES TR | 86,725 | $3,891 | 0.2% | $42.91 | — | MSCI EMG MKT ETF | 464287234 |
| — | GARDNER DENVER HLDGS INC | 104,285 | $3,825 | 0.2% | $36.68 | — | COM | 36555P107 |
| HTLD | HEARTLAND EXPRESS INC | 181,391 | $3,818 | 0.2% | $20.04 | +6.9% | COM | 422347104 |
| HURN | HURON CONSULTING GROUP INC | 54,974 | $3,778 | 0.2% | $58.42 | +11.3% | COM | 447462102 |
| — | MARVELL TECHNOLOGY GROUP LTD | 139,185 | $3,697 | 0.1% | $24.51 | — | ORD | G5876H105 |
| TTEC | TTEC HLDGS INC | 93,010 | $3,685 | 0.1% | $38.60 | +13.4% | COM | 89854H102 |
| BP | BP PLC | 97,445 | $3,678 | 0.1% | $41.38 | — | SPONSORED ADR | 055622104 |
| — | SPX CORP | 71,020 | $3,613 | 0.1% | $50.87 | — | COM | 784635104 |
| NICE | NICE LTD | 23,240 | $3,606 | 0.1% | $108.84 | — | SPONSORED ADR | 653656108 |
| KEX | KIRBY CORP | 40,255 | $3,604 | 0.1% | $82.85 | 0.0% | COM | 497266106 |
| — | PIONEER NAT RES CO | 23,635 | $3,578 | 0.1% | $151.39 | — | COM | 723787107 |
| LFUS | LITTELFUSE INC | 18,625 | $3,563 | 0.1% | $183.47 | 0.0% | COM | 537008104 |
| CMP | COMPASS MINERALS INTL INC | 56,890 | $3,468 | 0.1% | $49.59 | 0.0% | COM | 20451N101 |
| VICI | VICI PPTYS INC | 135,575 | $3,464 | 0.1% | $14.57 | +19.1% | COM | 925652109 |
| MS | MORGAN STANLEY | 67,400 | $3,445 | 0.1% | $35.02 | +11.6% | COM NEW | 617446448 |
| GNRC | GENERAC HLDGS INC | 33,950 | $3,415 | 0.1% | $93.09 | 0.0% | COM | 368736104 |
| — | FLEXION THERAPEUTICS INC | 164,185 | $3,399 | 0.1% | $20.70 | — | COM | 33938J106 |
| VCEL | VERICEL CORP | 195,095 | $3,395 | 0.1% | $17.02 | 0.0% | COM | 92346J108 |
| RPM | RPM INTL INC | 42,030 | $3,226 | 0.1% | $51.34 | +41.3% | COM | 749685103 |
| PBR | PETROLEO BRASILEIRO SA PETRO | 201,110 | $3,206 | 0.1% | $15.93 | — | SPONSORED ADR | 71654V408 |
| CSL | CARLISLE COS INC | 19,715 | $3,191 | 0.1% | $143.08 | 0.0% | COM | 142339100 |
| LKQ | LKQ CORP | 88,430 | $3,157 | 0.1% | $24.78 | +23.0% | COM | 501889208 |
| FUL | FULLER H B CO | 59,760 | $3,082 | 0.1% | $45.72 | 0.0% | COM | 359694106 |
| PII | POLARIS INC | 30,300 | $3,082 | 0.1% | $97.04 | 0.0% | COM | 731068102 |
| — | SEATTLE GENETICS INC | 26,820 | $3,064 | 0.1% | $85.40 | — | COM | 812578102 |
| TYL | TYLER TECHNOLOGIES INC | 10,100 | $3,030 | 0.1% | $252.17 | +10.5% | COM | 902252105 |
| — | COHERENT INC | 18,145 | $3,018 | 0.1% | $166.33 | — | COM | 192479103 |
| CQP | CHENIERE ENERGY PARTNERS LP | 75,356 | $3,000 | 0.1% | $31.46 | — | COM UNIT | 16411Q101 |
| SNX | SYNNEX CORP | 22,745 | $2,930 | 0.1% | $56.34 | 0.0% | COM | 87162W100 |
| TER | TERADYNE INC | 42,285 | $2,883 | 0.1% | $51.49 | +20.1% | COM | 880770102 |
| WES | WESTERN MIDSTREAM PARTNERS L | 138,742 | $2,732 | 0.1% | $31.19 | — | COM UNIT LP INT | 958669103 |
| KMX | CARMAX INC | 28,115 | $2,465 | 0.1% | $85.82 | +9.6% | COM | 143130102 |
| MLM | MARTIN MARIETTA MATLS INC | 8,720 | $2,438 | 0.1% | $191.01 | +33.8% | COM | 573284106 |
| KN | KNOWLES CORP | 110,305 | $2,333 | 0.1% | $21.48 | 0.0% | COM | 49926D109 |
| — | JACOBS ENGR GROUP INC | 25,885 | $2,325 | 0.1% | $84.40 | — | COM | 469814107 |
| ON | ON SEMICONDUCTOR CORP | 95,060 | $2,318 | 0.1% | $21.12 | 0.0% | COM | 682189105 |
| AEM | AGNICO EAGLE MINES LTD | 37,500 | $2,310 | 0.1% | $38.05 | +32.3% | COM | 008474108 |
| LPLA | LPL FINL HLDGS INC | 25,045 | $2,310 | 0.1% | $85.83 | 0.0% | COM | 50212V100 |
| ROKU | ROKU INC | 16,390 | $2,195 | 0.1% | $122.30 | +12.4% | COM CL A | 77543R102 |
| — | GLOBAL BLOOD THERAPEUTICS IN | 27,380 | $2,176 | 0.1% | $79.47 | — | COM | 37890U108 |
| — | ANSYS INC | 8,270 | $2,129 | 0.1% | $103.84 | — | COM | 03662Q105 |
| BRO | BROWN & BROWN INC | 52,750 | $2,083 | 0.1% | $24.46 | +47.1% | COM | 115236101 |
| PEGA | PEGASYSTEMS INC | 26,010 | $2,072 | 0.1% | $37.82 | 0.0% | COM | 705573103 |
| PNR | PENTAIR PLC | 45,115 | $2,069 | 0.1% | $38.80 | 0.0% | SHS | G7S00T104 |
| KBH | KB HOME | 59,645 | $2,044 | 0.1% | $25.37 | +23.7% | COM | 48666K109 |
| OLLI | OLLIES BARGAIN OUTLT HLDGS I | 30,700 | $2,005 | 0.1% | $63.33 | 0.0% | COM | 681116109 |
| — | VIPER ENERGY PARTNERS LP | 80,613 | $1,988 | 0.1% | $21.13 | — | COM UNT RP INT | 92763M105 |
| CGNX | COGNEX CORP | 35,460 | $1,987 | 0.1% | $48.62 | 0.0% | COM | 192422103 |
| OKE | ONEOK INC NEW | 23,085 | $1,747 | 0.1% | $35.46 | +34.5% | COM | 682680103 |
| SWKS | SKYWORKS SOLUTIONS INC | 14,275 | $1,726 | 0.1% | $84.82 | 0.0% | COM | 83088M102 |
| — | CRESTWOOD EQUITY PARTNERS LP | 54,909 | $1,692 | 0.1% | $29.34 | — | UNIT LTD PARTNER | 226344208 |
| — | CARDTRONICS PLC | 37,785 | $1,687 | 0.1% | $30.36 | — | SHS CL A | G1991C105 |
| — | QUOTIENT LTD | 177,090 | $1,684 | 0.1% | $7.95 | — | SHS | G73268107 |
| GDS | GDS HLDGS LTD | 30,860 | $1,592 | 0.1% | $35.76 | — | SPONSORED ADS | 36165L108 |
| — | ROYAL DUTCH SHELL PLC | 26,480 | $1,562 | 0.1% | $57.09 | — | SPONS ADR A | 780259206 |
| — | NUSTAR ENERGY LP | 59,370 | $1,535 | 0.1% | $28.31 | — | UNIT COM | 67058H102 |
| AVY | AVERY DENNISON CORP | 11,545 | $1,510 | 0.1% | $113.51 | 0.0% | COM | 053611109 |
| — | ARCO PLATFORM LTD | 33,930 | $1,500 | 0.1% | $44.58 | — | COM CL A | G04553106 |
| HESM | HESS MIDSTREAM LP | 66,090 | $1,499 | 0.1% | $12.60 | 0.0% | CL A SHS | 428103105 |
| — | RATTLER MIDSTREAM LP | 81,290 | $1,446 | 0.1% | $17.83 | — | COM UNITS | 75419T103 |
| — | MARATHON OIL CORP | 96,984 | $1,317 | 0.1% | $17.40 | — | COM | 565849106 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 22,510 | $1,308 | 0.1% | $42.01 | — | SPONSORED ADS | 874039100 |
| PBA | PEMBINA PIPELINE CORP | 34,810 | $1,290 | 0.1% | $25.12 | +0.6% | COM | 706327103 |
| — | DCP MIDSTREAM LP | 49,965 | $1,224 | 0.0% | $36.82 | — | COM UT LTD PTN | 23311P100 |
| BHP | BHP GROUP LTD | 21,980 | $1,203 | 0.0% | $54.68 | — | SPONSORED ADS | 088606108 |
| — | PETROCHINA CO LTD | 23,245 | $1,170 | 0.0% | $95.41 | — | SPONSORED ADR | 71646E100 |
| FISV | FISERV INC | 8,900 | $1,029 | 0.0% | $48.26 | +128.8% | COM | 337738108 |
| CTRA | CABOT OIL & GAS CORP | 57,075 | $994 | 0.0% | $13.15 | -0.6% | COM | 127097103 |
| PBF | PBF ENERGY INC | 31,680 | $994 | 0.0% | $25.54 | +20.4% | CL A | 69318G106 |
| STE | STERIS PLC | 6,330 | $965 | 0.0% | $119.51 | +16.1% | SHS USD | G8473T100 |
| — | CNOOC LTD | 5,700 | $950 | 0.0% | $183.68 | — | SPONSORED ADR | 126132109 |
| GPN | GLOBAL PMTS INC | 4,950 | $904 | 0.0% | $88.30 | +85.2% | COM | 37940X102 |
| — | ENLINK MIDSTREAM LLC | 146,880 | $900 | 0.0% | $8.50 | — | COM UNIT REP LTD | 29336T100 |
| KLAC | KLA CORPORATION | 4,880 | $869 | 0.0% | $98.36 | +58.3% | COM NEW | 482480100 |
| — | CHINA PETE & CHEM CORP | 14,365 | $864 | 0.0% | $79.16 | — | SPON ADR H SHS | 16941R108 |
| — | CNX MIDSTREAM PARTNERS LP | 51,538 | $848 | 0.0% | $18.66 | — | COM UNIT REPST | 12654A101 |
| ESTC | ELASTIC N V | 13,090 | $842 | 0.0% | $78.62 | -6.8% | ORD SHS | N14506104 |
| PAGS | PAGSEGURO DIGITAL LTD | 24,510 | $837 | 0.0% | $29.49 | +22.0% | COM CL A | G68707101 |
| TJX | TJX COS INC NEW | 13,680 | $835 | 0.0% | $35.01 | +56.0% | COM | 872540109 |
| SE | SEA LTD | 19,970 | $803 | 0.0% | $32.74 | — | SPONSORED ADS | 81141R100 |
| MAS | MASCO CORP | 16,670 | $800 | 0.0% | $35.97 | +14.1% | COM | 574599106 |
| HDB | HDFC BANK LTD | 12,160 | $771 | 0.0% | $75.96 | — | SPONSORED ADS | 40415F101 |
| — | ATLASSIAN CORP PLC | 6,340 | $763 | 0.0% | $59.60 | — | CL A | G06242104 |
| — | NEW ORIENTAL ED & TECH GRP I | 6,100 | $740 | 0.0% | $81.84 | — | SPON ADR | 647581107 |
| ICLR | ICON PLC | 4,070 | $701 | 0.0% | $107.64 | +43.3% | SHS | G4705A100 |
| IWP | ISHARES TR | 4,500 | $687 | 0.0% | $125.13 | — | RUS MD CP GR ETF | 464287481 |
| TRGP | TARGA RES CORP | 16,275 | $665 | 0.0% | $32.19 | +3.6% | COM | 87612G101 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 6,480 | $665 | 0.0% | $73.73 | +38.8% | COM | 49338L103 |
| ORLY | O REILLY AUTOMOTIVE INC NEW | 1,510 | $662 | 0.0% | $25.44 | +12.4% | COM | 67103H107 |
| JBHT | HUNT J B TRANS SVCS INC | 5,660 | $661 | 0.0% | $79.16 | +37.2% | COM | 445658107 |
| LECO | LINCOLN ELEC HLDGS INC | 6,700 | $648 | 0.0% | $60.59 | +50.2% | COM | 533900106 |
| C | CITIGROUP INC | 8,010 | $640 | 0.0% | $46.37 | +27.8% | COM NEW | 172967424 |
| GLPG | GALAPAGOS NV | 3,080 | $637 | 0.0% | $90.66 | — | SPON ADR | 36315X101 |
| RACE | FERRARI N V | 3,810 | $631 | 0.0% | $122.46 | +32.1% | COM | N3167Y103 |
| DG | DOLLAR GEN CORP NEW | 4,045 | $631 | 0.0% | $145.94 | 0.0% | COM | 256677105 |
| MSCI | MSCI INC | 2,425 | $626 | 0.0% | $122.24 | +87.7% | COM | 55354G100 |
| ASND | ASCENDIS PHARMA A S | 4,295 | $598 | 0.0% | $112.63 | — | SPONSORED ADR | 04351P101 |
| — | LAM RESEARCH CORP | 2,040 | $596 | 0.0% | $258.72 | — | COM | 512807108 |
| — | SVB FINL GROUP | 2,370 | $595 | 0.0% | $251.05 | — | COM | 78486Q101 |
| HTHT | HUAZHU GROUP LTD | 14,790 | $593 | 0.0% | $35.49 | — | SPONSORED ADS | 44332N106 |
| BAP | CREDICORP LTD | 2,710 | $578 | 0.0% | $176.93 | +1.2% | COM | G2519Y108 |
| GILD | GILEAD SCIENCES INC | 8,850 | $575 | 0.0% | $56.10 | -8.6% | COM | 375558103 |
| SBAC | SBA COMMUNICATIONS CORP NEW | 2,360 | $569 | 0.0% | $225.49 | -2.7% | CL A | 78410G104 |
| DOV | DOVER CORP | 4,930 | $568 | 0.0% | $98.38 | 0.0% | COM | 260003108 |
| DHI | D R HORTON INC | 10,650 | $562 | 0.0% | $41.83 | +19.7% | COM | 23331A109 |
| INCY | INCYTE CORP | 6,420 | $561 | 0.0% | $85.43 | 0.0% | COM | 45337C102 |
| WEX | WEX INC | 2,460 | $515 | 0.0% | $207.14 | -3.2% | COM | 96208T104 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 3,410 | $512 | 0.0% | $130.41 | +15.1% | COM | 109194100 |
| SMG | SCOTTS MIRACLE GRO CO | 4,800 | $510 | 0.0% | $71.61 | +13.3% | CL A | 810186106 |
| HD | HOME DEPOT INC | 2,300 | $502 | 0.0% | $156.96 | +24.2% | COM | 437076102 |
| CHD | CHURCH & DWIGHT INC | 7,120 | $501 | 0.0% | $48.77 | +35.4% | COM | 171340102 |
| LHX | L3HARRIS TECHNOLOGIES INC | 2,505 | $496 | 0.0% | $180.55 | -1.6% | COM | 502431109 |
| TDG | TRANSDIGM GROUP INC | 870 | $487 | 0.0% | $137.17 | +214.5% | COM | 893641100 |
| — | PROOFPOINT INC | 4,240 | $487 | 0.0% | $129.01 | — | COM | 743424103 |
| PG | PROCTER & GAMBLE CO | 3,800 | $475 | 0.0% | $57.94 | +81.6% | COM | 742718109 |
| BWA | BORGWARNER INC | 10,340 | $449 | 0.0% | $40.93 | -18.6% | COM | 099724106 |
| SCHW | THE CHARLES SCHWAB CORPORATI | 9,360 | $445 | 0.0% | $32.97 | +22.8% | COM | 808513105 |
| SBUX | STARBUCKS CORP | 4,920 | $433 | 0.0% | $35.23 | +111.4% | COM | 855244109 |
| — | NOBLE MIDSTREAM PARTNERS LP | 16,091 | $427 | 0.0% | $32.42 | — | COM UNIT REPST | 65506L105 |
| CNC | CENTENE CORP DEL | 6,700 | $421 | 0.0% | $54.25 | 0.0% | COM | 15135B101 |
| DKS | DICKS SPORTING GOODS INC | 8,440 | $418 | 0.0% | $40.79 | -14.0% | COM | 253393102 |
| RSG | REPUBLIC SVCS INC | 4,600 | $412 | 0.0% | $74.61 | +7.3% | COM | 760759100 |
| KO | COCA COLA CO | 6,820 | $377 | 0.0% | $30.03 | +48.2% | COM | 191216100 |
| PAYC | PAYCOM SOFTWARE INC | 1,350 | $357 | 0.0% | $98.99 | +134.3% | COM | 70432V102 |
| — | EQM MIDSTREAM PARTNERS LP | 11,880 | $355 | 0.0% | $61.38 | — | UNIT LTD PARTN | 26885B100 |
| ISRG | INTUITIVE SURGICAL INC | 600 | $355 | 0.0% | $102.17 | +83.3% | COM NEW | 46120E602 |
| EW | EDWARDS LIFESCIENCES CORP | 1,440 | $336 | 0.0% | $46.41 | +68.2% | COM | 28176E108 |
| AXP | AMERICAN EXPRESS CO | 2,675 | $333 | 0.0% | $62.04 | +77.5% | COM | 025816109 |
| — | IAC INTERACTIVECORP | 1,290 | $321 | 0.0% | $121.22 | — | COM | 44919P508 |
| PCAR | PACCAR INC | 3,850 | $305 | 0.0% | $24.37 | +66.6% | COM | 693718108 |
| BRKR | BRUKER CORP | 5,690 | $290 | 0.0% | $42.02 | +11.0% | COM | 116794108 |
| AJG | GALLAGHER ARTHUR J & CO | 3,000 | $286 | 0.0% | $73.49 | +15.8% | COM | 363576109 |
| — | COUPA SOFTWARE INC | 1,820 | $266 | 0.0% | $125.03 | — | COM | 22266L106 |
| — | TWITTER INC | 8,040 | $258 | 0.0% | $41.17 | — | COM | 90184L102 |
| PFE | PFIZER INC | 6,500 | $255 | 0.0% | $17.45 | +53.1% | COM | 717081103 |
| GNTX | GENTEX CORP | 8,620 | $250 | 0.0% | $14.49 | +94.3% | COM | 371901109 |
| CTAS | CINTAS CORP | 740 | $199 | 0.0% | $41.51 | +49.2% | COM | 172908105 |
| — | APOLLO GLOBAL MGMT INC | 3,585 | $171 | 0.0% | $37.80 | — | COM CL A | 03768E105 |
| FDX | FEDEX CORP | 1,000 | $151 | 0.0% | $194.36 | -29.3% | COM | 31428X106 |
| ITW | ILLINOIS TOOL WKS INC | 770 | $138 | 0.0% | $52.51 | +178.6% | COM | 452308109 |
| INTC | INTEL CORP | 2,200 | $132 | 0.0% | $29.56 | +66.7% | COM | 458140100 |
| FAST | FASTENAL CO | 3,460 | $128 | 0.0% | $11.22 | +36.4% | COM | 311900104 |
| IWO | ISHARES TR | 500 | $107 | 0.0% | $168.00 | — | RUS 2000 GRW ETF | 464287648 |
| — | VARIAN MED SYS INC | 650 | $92 | 0.0% | $91.35 | — | COM | 92220P105 |
| TRMB | TRIMBLE INC | 2,160 | $90 | 0.0% | $35.73 | +11.3% | COM | 896239100 |
| LUV | SOUTHWEST AIRLS CO | 1,560 | $84 | 0.0% | $11.98 | +328.1% | COM | 844741108 |
| MOG/A | MOOG INC | 860 | $73 | 0.0% | $44.94 | +79.2% | CL A | 615394202 |
| SYK | STRYKER CORP | 340 | $71 | 0.0% | $60.08 | +223.2% | COM | 863667101 |
| GOOGL | ALPHABET INC | 50 | $67 | 0.0% | $36.73 | +74.3% | CAP STK CL A | 02079K305 |
| MDT | MEDTRONIC PLC | 480 | $54 | 0.0% | $76.17 | +21.5% | SHS | G5960L103 |
| CMI | CUMMINS INC | 300 | $54 | 0.0% | $96.23 | +57.0% | COM | 231021106 |
| — | STERICYCLE INC | 770 | $49 | 0.0% | $110.15 | — | COM | 858912108 |
| — | ALLERGAN PLC | 232 | $44 | 0.0% | $267.57 | — | SHS | G0177J108 |
| PRAA | PRA GROUP INC | 1,150 | $42 | 0.0% | $59.03 | -40.0% | COM | 69354N106 |
| MCHP | MICROCHIP TECHNOLOGY INC | 360 | $38 | 0.0% | $31.26 | +37.5% | COM | 595017104 |
| PAYX | PAYCHEX INC | 360 | $31 | 0.0% | $25.12 | +181.4% | COM | 704326107 |
| UAA | UNDER ARMOUR INC | 1,340 | $29 | 0.0% | $23.49 | -17.3% | CL A | 904311107 |
| SEE | SEALED AIR CORP NEW | 720 | $29 | 0.0% | $31.91 | +10.6% | COM | 81211K100 |
| — | WALGREENS BOOTS ALLIANCE INC | 480 | $28 | 0.0% | $77.08 | — | COM | 931427108 |
| UA | UNDER ARMOUR INC | 1,349 | $26 | 0.0% | $37.40 | -52.9% | CL C | 904311206 |
| FFIV | F5 NETWORKS INC | 140 | $20 | 0.0% | $124.70 | +13.0% | COM | 315616102 |
| HAL | HALLIBURTON CO | 690 | $17 | 0.0% | $41.18 | -54.4% | COM | 406216101 |
| HOG | HARLEY DAVIDSON INC | 430 | $16 | 0.0% | $62.16 | -40.1% | COM | 412822108 |
| — | CONCHO RES INC | 140 | $12 | 0.0% | $104.68 | — | COM | 20605P101 |
| VREX | VAREX IMAGING CORP | 260 | $8 | 0.0% | $31.14 | -4.1% | COM | 92214X106 |
| MUR | MURPHY OIL CORP | 290 | $8 | 0.0% | $18.94 | -2.8% | COM | 626717102 |
| MUSA | MURPHY USA INC | 70 | $8 | 0.0% | $60.67 | +72.8% | COM | 626755102 |
| MYGN | MYRIAD GENETICS INC | 240 | $7 | 0.0% | $28.88 | -4.7% | COM | 62855J104 |
| — | TIVO CORP | 739 | $6 | 0.0% | $18.94 | — | COM | 88870P106 |