Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	448,480	$70.72M	2.8%	—	—	COM	594918104
AAPL	APPLE INC	237,530	$69.75M	2.8%	—	—	COM	037833100
TLT	ISHARES TR	421,580	$57.12M	2.3%	—	—	20 YR TR BD ETF	464287432
GOOG	ALPHABET INC	35,030	$46.84M	1.9%	—	—	CAP STK CL C	02079K107
TXN	TEXAS INSTRS INC	351,150	$45.05M	1.8%	—	—	COM	882508104
AMZN	AMAZON COM INC	24,225	$44.76M	1.8%	—	—	COM	023135106
NKE	NIKE INC	441,630	$44.74M	1.8%	—	—	CL B	654106103
V	VISA INC	236,075	$44.36M	1.8%	—	—	COM CL A	92826C839
META	FACEBOOK INC	195,900	$40.21M	1.6%	—	—	CL A	30303M102
BURL	BURLINGTON STORES INC	153,390	$34.98M	1.4%	—	—	COM	122017106
ASML	ASML HOLDING N V	109,590	$32.43M	1.3%	—	—	N Y REGISTRY SHS	N07059210
BABA	ALIBABA GROUP HLDG LTD	148,915	$31.59M	1.3%	—	—	SPONSORED ADS	01609W102
INTU	INTUIT	120,290	$31.51M	1.3%	—	—	COM	461202103
ADBE	ADOBE INC	95,330	$31.44M	1.3%	—	—	COM	00724F101
TRU	TRANSUNION	361,530	$30.95M	1.2%	—	—	COM	89400J107
BSX	BOSTON SCIENTIFIC CORP	673,180	$30.44M	1.2%	—	—	COM	101137107
PYPL	PAYPAL HLDGS INC	264,130	$28.57M	1.1%	—	—	COM	70450Y103
AVGO	BROADCOM INC	89,560	$28.3M	1.1%	—	—	COM	11135F101
LULU	LULULEMON ATHLETICA INC	117,920	$27.32M	1.1%	—	—	COM	550021109
VLO	VALERO ENERGY CORP NEW	291,705	$27.32M	1.1%	—	—	COM	91913Y100
TSLA	TESLA INC	59,835	$25.03M	1.0%	—	—	COM	88160R101
KNX	KNIGHT SWIFT TRANSN HLDGS IN	685,834	$24.58M	1.0%	—	—	CL A	499049104
EPAM	EPAM SYS INC	113,810	$24.15M	1.0%	—	—	COM	29414B104
DIS	DISNEY WALT CO	165,800	$23.98M	1.0%	—	—	COM DISNEY	254687106
—	INGERSOLL-RAND PLC	180,170	$23.95M	1.0%	—	—	SHS	G47791101
—	MATCH GROUP INC	288,330	$23.68M	0.9%	—	—	COM	57665R106
CSX	CSX CORP	320,010	$23.16M	0.9%	—	—	COM	126408103
CDW	CDW CORP	161,219	$23.03M	0.9%	—	—	COM	12514G108
SMH	VANECK VECTORS ETF TRUST	160,395	$22.68M	0.9%	—	—	SEMICONDUCTOR ET	92189F676
NOW	SERVICENOW INC	80,335	$22.68M	0.9%	—	—	COM	81762P102
AMD	ADVANCED MICRO DEVICES INC	481,010	$22.06M	0.9%	—	—	COM	007903107
UNH	UNITEDHEALTH GROUP INC	73,470	$21.6M	0.9%	—	—	COM	91324P102
MRK	MERCK & CO INC	234,540	$21.33M	0.9%	—	—	COM	58933Y105
—	KANSAS CITY SOUTHERN	132,350	$20.27M	0.8%	—	—	COM NEW	485170302
GLD	SPDR GOLD TRUST	137,790	$19.69M	0.8%	—	—	GOLD SHS	78463V107
ILMN	ILLUMINA INC	56,530	$18.75M	0.8%	—	—	COM	452327109
—	SPLUNK INC	121,980	$18.27M	0.7%	—	—	COM	848637104
QCOM	QUALCOMM INC	205,380	$18.12M	0.7%	—	—	COM	747525103
ZBRA	ZEBRA TECHNOLOGIES CORP	69,870	$17.85M	0.7%	—	—	CL A	989207105
SHY	ISHARES TR	176,500	$14.94M	0.6%	—	—	1 3 YR TREAS BD	464287457
VRTX	VERTEX PHARMACEUTICALS INC	66,820	$14.63M	0.6%	—	—	COM	92532F100
COST	COSTCO WHSL CORP NEW	49,240	$14.47M	0.6%	—	—	COM	22160K105
CLH	CLEAN HARBORS INC	155,419	$13.33M	0.5%	—	—	COM	184496107
SPGI	S&P GLOBAL INC	45,420	$12.4M	0.5%	—	—	COM	78409V104
LAD	LITHIA MTRS INC	83,868	$12.33M	0.5%	—	—	CL A	536797103
CME	CME GROUP INC	61,220	$12.29M	0.5%	—	—	COM	12572Q105
PFGC	PERFORMANCE FOOD GROUP CO	236,627	$12.18M	0.5%	—	—	COM	71377A103
ITT	ITT INC	164,684	$12.17M	0.5%	—	—	COM	45073V108
JPM	JPMORGAN CHASE & CO	85,750	$11.95M	0.5%	—	—	COM	46625H100
WAL	WESTERN ALLIANCE BANCORP	208,730	$11.9M	0.5%	—	—	COM	957638109
MDB	MONGODB INC	90,184	$11.87M	0.5%	—	—	CL A	60937P106
TREX	TREX CO INC	130,617	$11.74M	0.5%	—	—	COM	89531P105
HELE	HELEN OF TROY CORP LTD	64,515	$11.6M	0.5%	—	—	COM	G4388N106
CVX	CHEVRON CORP NEW	94,740	$11.42M	0.5%	—	—	COM	166764100
ITRI	ITRON INC	134,163	$11.26M	0.5%	—	—	COM	465741106
TDOC	TELADOC HEALTH INC	130,412	$10.92M	0.4%	—	—	COM	87918A105
MASI	MASIMO CORP	68,957	$10.9M	0.4%	—	—	COM	574795100
EPD	ENTERPRISE PRODS PARTNERS L	384,626	$10.83M	0.4%	—	—	COM	293792107
RGEN	REPLIGEN CORP	116,831	$10.81M	0.4%	—	—	COM	759916109
—	COLFAX CORP	295,395	$10.75M	0.4%	—	—	COM	194014106
NEO	NEOGENOMICS INC	366,626	$10.72M	0.4%	—	—	COM NEW	64049M209
—	AARONS INC	187,053	$10.68M	0.4%	—	—	COM PAR $0.50	002535300
CNMD	CONMED CORP	94,702	$10.59M	0.4%	—	—	COM	207410101
PODD	INSULET CORP	61,736	$10.57M	0.4%	—	—	COM	45784P101
—	SANDERSON FARMS INC	59,702	$10.52M	0.4%	—	—	COM	800013104
—	CATALENT INC	185,099	$10.42M	0.4%	—	—	COM	148806102
WKC	WORLD FUEL SVCS CORP	239,856	$10.41M	0.4%	—	—	COM	981475106
PAA	PLAINS ALL AMERN PIPELINE L	557,164	$10.25M	0.4%	—	—	UNIT LTD PARTN	726503105
—	NUANCE COMMUNICATIONS INC	570,110	$10.16M	0.4%	—	—	COM	67020Y100
NBIX	NEUROCRINE BIOSCIENCES INC	93,967	$10.1M	0.4%	—	—	COM	64125C109
OMF	ONEMAIN HLDGS INC	239,572	$10.1M	0.4%	—	—	COM	68268W103
—	AMEDISYS INC	60,425	$10.09M	0.4%	—	—	COM	023436108
—	SYNOVUS FINL CORP	256,929	$10.07M	0.4%	—	—	COM NEW	87161C501
—	ZYNGA INC	1,637,634	$10.02M	0.4%	—	—	CL A	98986T108
KBR	KBR INC	320,870	$9.787M	0.4%	—	—	COM	48242W106
CALY	CALLAWAY GOLF CO	460,951	$9.772M	0.4%	—	—	COM	131193104
EFA	ISHARES TR	140,000	$9.722M	0.4%	—	—	MSCI EAFE ETF	464287465
INSP	INSPIRE MED SYS INC	130,898	$9.714M	0.4%	—	—	COM	457730109
SAIA	SAIA INC	103,204	$9.61M	0.4%	—	—	COM	78709Y105
AZTA	BROOKS AUTOMATION INC	227,539	$9.548M	0.4%	—	—	COM	114340102
—	POLYONE CORP	259,361	$9.542M	0.4%	—	—	COM	73179P106
—	ELDORADO RESORTS INC	159,695	$9.524M	0.4%	—	—	COM	28470R102
BAC	BANK AMER CORP	268,900	$9.471M	0.4%	—	—	COM	060505104
HAE	HAEMONETICS CORP	82,292	$9.455M	0.4%	—	—	COM	405024100
SKY	SKYLINE CHAMPION CORPORATION	297,563	$9.433M	0.4%	—	—	COM	830830105
—	PARSLEY ENERGY INC	494,700	$9.355M	0.4%	—	—	CL A	701877102
BCO	BRINKS CO	103,099	$9.349M	0.4%	—	—	COM	109696104
ACAD	ACADIA PHARMACEUTICALS INC	215,770	$9.231M	0.4%	—	—	COM	004225108
—	INTERXION HOLDING N.V	108,633	$9.105M	0.4%	—	—	SHS	N47279109
LPX	LOUISIANA PAC CORP	304,830	$9.044M	0.4%	—	—	COM	546347105
—	ABIOMED INC	52,868	$9.019M	0.4%	—	—	COM	003654100
MPLX	MPLX LP	351,039	$8.937M	0.4%	—	—	COM UNIT REP LTD	55336V100
ADUS	ADDUS HOMECARE CORP	91,835	$8.928M	0.4%	—	—	COM	006739106
ENTG	ENTEGRIS INC	177,623	$8.897M	0.4%	—	—	COM	29362U104
MKSI	MKS INSTRUMENT INC	80,361	$8.841M	0.4%	—	—	COM	55306N104
VRNS	VARONIS SYS INC	113,578	$8.826M	0.4%	—	—	COM	922280102
WEN	WENDYS CO	396,984	$8.817M	0.4%	—	—	COM	95058W100
—	LIVEPERSON INC	235,374	$8.709M	0.3%	—	—	COM	538146101
GS	GOLDMAN SACHS GROUP INC	37,150	$8.542M	0.3%	—	—	COM	38141G104
—	MYOKARDIA INC	115,911	$8.448M	0.3%	—	—	COM	62857M105
WGO	WINNEBAGO INDS INC	158,715	$8.409M	0.3%	—	—	COM	974637100
WWD	WOODWARD INC	69,964	$8.287M	0.3%	—	—	COM	980745103
DXCM	DEXCOM INC	37,460	$8.194M	0.3%	—	—	COM	252131107
CROX	CROCS INC	195,145	$8.175M	0.3%	—	—	COM	227046109
VC	VISTEON CORP	94,040	$8.143M	0.3%	—	—	COM NEW	92839U206
CRM	SALESFORCE COM INC	48,810	$7.938M	0.3%	—	—	COM	79466L302
COP	CONOCOPHILLIPS	121,330	$7.89M	0.3%	—	—	COM	20825C104
IQV	IQVIA HLDGS INC	50,856	$7.858M	0.3%	—	—	COM	46266C105
VIAV	VIAVI SOLUTIONS INC	522,520	$7.838M	0.3%	—	—	COM	925550105
ACM	AECOM	179,616	$7.747M	0.3%	—	—	COM	00766T100
CACI	CACI INTL INC	30,937	$7.734M	0.3%	—	—	CL A	127190304
JBL	JABIL INC	183,515	$7.585M	0.3%	—	—	COM	466313103
—	MAGELLAN MIDSTREAM PRTNRS LP	120,249	$7.56M	0.3%	—	—	COM UNIT RP LP	559080106
—	CLOUDERA INC	643,740	$7.487M	0.3%	—	—	COM	18914U100
GPK	GRAPHIC PACKAGING HLDG CO	438,199	$7.296M	0.3%	—	—	COM	388689101
NTNX	NUTANIX INC	232,781	$7.277M	0.3%	—	—	CL A	67059N108
CCK	CROWN HOLDINGS INC	100,154	$7.265M	0.3%	—	—	COM	228368106
SLAB	SILICON LABORATORIES INC	61,873	$7.176M	0.3%	—	—	COM	826919102
—	PINNACLE FINL PARTNERS INC	111,015	$7.105M	0.3%	—	—	COM	72346Q104
BC	BRUNSWICK CORP	116,750	$7.003M	0.3%	—	—	COM	117043109
—	SPDR SERIES TRUST	294,650	$6.983M	0.3%	—	—	S&P OILGAS EXP	78464A730
ENS	ENERSYS	92,455	$6.918M	0.3%	—	—	COM	29275Y102
NVCR	NOVOCURE LTD	81,299	$6.851M	0.3%	—	—	ORD SHS	G6674U108
MLAB	MESA LABS INC	27,321	$6.814M	0.3%	—	—	COM	59064R109
KMI	KINDER MORGAN INC DEL	321,360	$6.803M	0.3%	—	—	COM	49456B101
BLD	TOPBUILD CORP	65,626	$6.765M	0.3%	—	—	COM	89055F103
FSS	FEDERAL SIGNAL CORP	209,652	$6.761M	0.3%	—	—	COM	313855108
MANH	MANHATTAN ASSOCS INC	83,380	$6.65M	0.3%	—	—	COM	562750109
BA	BOEING CO	20,051	$6.532M	0.3%	—	—	COM	097023105
MPC	MARATHON PETE CORP	107,490	$6.476M	0.3%	—	—	COM	56585A102
TSEM	TOWER SEMICONDUCTOR LTD	268,080	$6.45M	0.3%	—	—	SHS NEW	M87915274
SMPL	SIMPLY GOOD FOODS CO	225,786	$6.444M	0.3%	—	—	COM	82900L102
—	AIR TRANSPORT SERVICES GRP I	271,000	$6.358M	0.3%	—	—	COM	00922R105
PZZA	PAPA JOHNS INTL INC	100,515	$6.348M	0.3%	—	—	COM	698813102
—	R1 RCM INC	483,159	$6.271M	0.3%	—	—	COM	749397105
HUN	HUNTSMAN CORP	257,561	$6.223M	0.2%	—	—	COM	447011107
HRI	HERC HLDGS INC	124,382	$6.087M	0.2%	—	—	COM	42704L104
BLDR	BUILDERS FIRSTSOURCE INC	232,987	$5.92M	0.2%	—	—	COM	12008R107
—	UNIVAR SOLUTIONS INC	239,805	$5.813M	0.2%	—	—	COM	91336L107
—	EVERI HLDGS INC	432,090	$5.803M	0.2%	—	—	COM	30034T103
WMS	ADVANCED DRAIN SYS INC DEL	148,251	$5.758M	0.2%	—	—	COM	00790R104
—	CABOT MICROELECTRONICS CORP	39,545	$5.707M	0.2%	—	—	COM	12709P103
XOM	EXXON MOBIL CORP	80,330	$5.605M	0.2%	—	—	COM	30231G102
LNWO	SCIENTIFIC GAMES CORP	203,340	$5.445M	0.2%	—	—	COM	80874P109
ENB	ENBRIDGE INC	135,475	$5.388M	0.2%	—	—	COM	29250N105
IART	INTEGRA LIFESCIENCES HLDGS C	91,135	$5.311M	0.2%	—	—	COM NEW	457985208
EOG	EOG RES INC	63,165	$5.291M	0.2%	—	—	COM	26875P101
—	PHILLIPS 66 PARTNERS LP	84,614	$5.216M	0.2%	—	—	COM UNIT REP INT	718549207
—	BARRICK GOLD CORPORATION	276,340	$5.137M	0.2%	—	—	COM	067901108
MTSI	MACOM TECH SOLUTIONS HLDGS I	192,457	$5.119M	0.2%	—	—	COM	55405Y100
—	HESS CORP	74,950	$5.007M	0.2%	—	—	COM	42809H107
RNG	RINGCENTRAL INC	29,517	$4.979M	0.2%	—	—	CL A	76680R206
SLB	SCHLUMBERGER LTD	121,975	$4.903M	0.2%	—	—	COM	806857108
DIOD	DIODES INC	86,675	$4.886M	0.2%	—	—	COM	254543101
—	SPARTAN MTRS INC	269,383	$4.87M	0.2%	—	—	COM	846819100
PSTG	PURE STORAGE INC	270,795	$4.633M	0.2%	—	—	CL A	74624M102
PWR	QUANTA SVCS INC	113,510	$4.621M	0.2%	—	—	COM	74762E102
—	MODEL N INC	129,797	$4.552M	0.2%	—	—	COM	607525102
ELF	E L F BEAUTY INC	281,279	$4.537M	0.2%	—	—	COM	26856L103
LNG	CHENIERE ENERGY INC	74,146	$4.528M	0.2%	—	—	COM NEW	16411R208
—	WPX ENERGY INC	324,095	$4.453M	0.2%	—	—	COM	98212B103
ET	ENERGY TRANSFER LP	346,148	$4.441M	0.2%	—	—	COM UT LTD PTN	29273V100
BJRI	BJS RESTAURANTS INC	114,970	$4.364M	0.2%	—	—	COM	09180C106
WH	WYNDHAM HOTELS & RESORTS INC	68,684	$4.314M	0.2%	—	—	COM	98311A105
ROCK	GIBRALTAR INDS INC	84,955	$4.285M	0.2%	—	—	COM	374689107
FANG	DIAMONDBACK ENERGY INC	45,775	$4.251M	0.2%	—	—	COM	25278X109
SU	SUNCOR ENERGY INC NEW	128,595	$4.218M	0.2%	—	—	COM	867224107
—	TURNING POINT THERAPEUTICS I	65,962	$4.109M	0.2%	—	—	COM	90041T108
PSX	PHILLIPS 66	35,915	$4.001M	0.2%	—	—	COM	718546104
SF	STIFEL FINL CORP	64,940	$3.939M	0.2%	—	—	COM	860630102
JELD	JELD-WEN HLDG INC	168,215	$3.938M	0.2%	—	—	COM	47580P103
—	TOTAL S A	70,825	$3.917M	0.2%	—	—	SPONSORED ADS	89151E109
EEM	ISHARES TR	86,725	$3.891M	0.2%	—	—	MSCI EMG MKT ETF	464287234
—	GARDNER DENVER HLDGS INC	104,285	$3.825M	0.2%	—	—	COM	36555P107
HTLD	HEARTLAND EXPRESS INC	181,391	$3.818M	0.2%	—	—	COM	422347104
HURN	HURON CONSULTING GROUP INC	54,974	$3.778M	0.2%	—	—	COM	447462102
—	MARVELL TECHNOLOGY GROUP LTD	139,185	$3.697M	0.1%	—	—	ORD	G5876H105
TTEC	TTEC HLDGS INC	93,010	$3.685M	0.1%	—	—	COM	89854H102
BP	BP PLC	97,445	$3.678M	0.1%	—	—	SPONSORED ADR	055622104
—	SPX CORP	71,020	$3.613M	0.1%	—	—	COM	784635104
NICE	NICE LTD	23,240	$3.606M	0.1%	—	—	SPONSORED ADR	653656108
KEX	KIRBY CORP	40,255	$3.604M	0.1%	—	—	COM	497266106
—	PIONEER NAT RES CO	23,635	$3.578M	0.1%	—	—	COM	723787107
LFUS	LITTELFUSE INC	18,625	$3.563M	0.1%	—	—	COM	537008104
CMP	COMPASS MINERALS INTL INC	56,890	$3.468M	0.1%	—	—	COM	20451N101
VICI	VICI PPTYS INC	135,575	$3.464M	0.1%	—	—	COM	925652109
MS	MORGAN STANLEY	67,400	$3.445M	0.1%	—	—	COM NEW	617446448
GNRC	GENERAC HLDGS INC	33,950	$3.415M	0.1%	—	—	COM	368736104
—	FLEXION THERAPEUTICS INC	164,185	$3.399M	0.1%	—	—	COM	33938J106
VCEL	VERICEL CORP	195,095	$3.395M	0.1%	—	—	COM	92346J108
RPM	RPM INTL INC	42,030	$3.226M	0.1%	—	—	COM	749685103
PBR	PETROLEO BRASILEIRO SA PETRO	201,110	$3.206M	0.1%	—	—	SPONSORED ADR	71654V408
CSL	CARLISLE COS INC	19,715	$3.191M	0.1%	—	—	COM	142339100
LKQ	LKQ CORP	88,430	$3.157M	0.1%	—	—	COM	501889208
FUL	FULLER H B CO	59,760	$3.082M	0.1%	—	—	COM	359694106
PII	POLARIS INC	30,300	$3.082M	0.1%	—	—	COM	731068102
—	SEATTLE GENETICS INC	26,820	$3.064M	0.1%	—	—	COM	812578102
TYL	TYLER TECHNOLOGIES INC	10,100	$3.03M	0.1%	—	—	COM	902252105
—	COHERENT INC	18,145	$3.018M	0.1%	—	—	COM	192479103
CQP	CHENIERE ENERGY PARTNERS LP	75,356	$3M	0.1%	—	—	COM UNIT	16411Q101
SNX	SYNNEX CORP	22,745	$2.93M	0.1%	—	—	COM	87162W100
TER	TERADYNE INC	42,285	$2.883M	0.1%	—	—	COM	880770102
WES	WESTERN MIDSTREAM PARTNERS L	138,742	$2.732M	0.1%	—	—	COM UNIT LP INT	958669103
KMX	CARMAX INC	28,115	$2.465M	0.1%	—	—	COM	143130102
MLM	MARTIN MARIETTA MATLS INC	8,720	$2.438M	0.1%	—	—	COM	573284106
KN	KNOWLES CORP	110,305	$2.333M	0.1%	—	—	COM	49926D109
—	JACOBS ENGR GROUP INC	25,885	$2.325M	0.1%	—	—	COM	469814107
ON	ON SEMICONDUCTOR CORP	95,060	$2.318M	0.1%	—	—	COM	682189105
AEM	AGNICO EAGLE MINES LTD	37,500	$2.31M	0.1%	—	—	COM	008474108
LPLA	LPL FINL HLDGS INC	25,045	$2.31M	0.1%	—	—	COM	50212V100
ROKU	ROKU INC	16,390	$2.195M	0.1%	—	—	COM CL A	77543R102
—	GLOBAL BLOOD THERAPEUTICS IN	27,380	$2.176M	0.1%	—	—	COM	37890U108
—	ANSYS INC	8,270	$2.129M	0.1%	—	—	COM	03662Q105
BRO	BROWN & BROWN INC	52,750	$2.083M	0.1%	—	—	COM	115236101
PEGA	PEGASYSTEMS INC	26,010	$2.072M	0.1%	—	—	COM	705573103
PNR	PENTAIR PLC	45,115	$2.069M	0.1%	—	—	SHS	G7S00T104
KBH	KB HOME	59,645	$2.044M	0.1%	—	—	COM	48666K109
OLLI	OLLIES BARGAIN OUTLT HLDGS I	30,700	$2.005M	0.1%	—	—	COM	681116109
—	VIPER ENERGY PARTNERS LP	80,613	$1.988M	0.1%	—	—	COM UNT RP INT	92763M105
CGNX	COGNEX CORP	35,460	$1.987M	0.1%	—	—	COM	192422103
OKE	ONEOK INC NEW	23,085	$1.747M	0.1%	—	—	COM	682680103
SWKS	SKYWORKS SOLUTIONS INC	14,275	$1.726M	0.1%	—	—	COM	83088M102
—	CRESTWOOD EQUITY PARTNERS LP	54,909	$1.692M	0.1%	—	—	UNIT LTD PARTNER	226344208
—	CARDTRONICS PLC	37,785	$1.687M	0.1%	—	—	SHS CL A	G1991C105
—	QUOTIENT LTD	177,090	$1.684M	0.1%	—	—	SHS	G73268107
GDS	GDS HLDGS LTD	30,860	$1.592M	0.1%	—	—	SPONSORED ADS	36165L108
—	ROYAL DUTCH SHELL PLC	26,480	$1.562M	0.1%	—	—	SPONS ADR A	780259206
—	NUSTAR ENERGY LP	59,370	$1.535M	0.1%	—	—	UNIT COM	67058H102
AVY	AVERY DENNISON CORP	11,545	$1.51M	0.1%	—	—	COM	053611109
—	ARCO PLATFORM LTD	33,930	$1.5M	0.1%	—	—	COM CL A	G04553106
HESM	HESS MIDSTREAM LP	66,090	$1.499M	0.1%	—	—	CL A SHS	428103105
—	RATTLER MIDSTREAM LP	81,290	$1.446M	0.1%	—	—	COM UNITS	75419T103
—	MARATHON OIL CORP	96,984	$1.317M	0.1%	—	—	COM	565849106
TSM	TAIWAN SEMICONDUCTOR MFG LTD	22,510	$1.308M	0.1%	—	—	SPONSORED ADS	874039100
PBA	PEMBINA PIPELINE CORP	34,810	$1.29M	0.1%	—	—	COM	706327103
—	DCP MIDSTREAM LP	49,965	$1.224M	0.0%	—	—	COM UT LTD PTN	23311P100
BHP	BHP GROUP LTD	21,980	$1.203M	0.0%	—	—	SPONSORED ADS	088606108
—	PETROCHINA CO LTD	23,245	$1.17M	0.0%	—	—	SPONSORED ADR	71646E100
FISV	FISERV INC	8,900	$1.029M	0.0%	—	—	COM	337738108
PBF	PBF ENERGY INC	31,680	$994K	0.0%	—	—	CL A	69318G106
CTRA	CABOT OIL & GAS CORP	57,075	$994K	0.0%	—	—	COM	127097103
STE	STERIS PLC	6,330	$965K	0.0%	—	—	SHS USD	G8473T100
—	CNOOC LTD	5,700	$950K	0.0%	—	—	SPONSORED ADR	126132109
GPN	GLOBAL PMTS INC	4,950	$904K	0.0%	—	—	COM	37940X102
—	ENLINK MIDSTREAM LLC	146,880	$900K	0.0%	—	—	COM UNIT REP LTD	29336T100
KLAC	KLA CORPORATION	4,880	$869K	0.0%	—	—	COM NEW	482480100
—	CHINA PETE & CHEM CORP	14,365	$864K	0.0%	—	—	SPON ADR H SHS	16941R108
—	CNX MIDSTREAM PARTNERS LP	51,538	$848K	0.0%	—	—	COM UNIT REPST	12654A101
ESTC	ELASTIC N V	13,090	$842K	0.0%	—	—	ORD SHS	N14506104
PAGS	PAGSEGURO DIGITAL LTD	24,510	$837K	0.0%	—	—	COM CL A	G68707101
TJX	TJX COS INC NEW	13,680	$835K	0.0%	—	—	COM	872540109
SE	SEA LTD	19,970	$803K	0.0%	—	—	SPONSORED ADS	81141R100
MAS	MASCO CORP	16,670	$800K	0.0%	—	—	COM	574599106
HDB	HDFC BANK LTD	12,160	$771K	0.0%	—	—	SPONSORED ADS	40415F101
—	ATLASSIAN CORP PLC	6,340	$763K	0.0%	—	—	CL A	G06242104
—	NEW ORIENTAL ED & TECH GRP I	6,100	$740K	0.0%	—	—	SPON ADR	647581107
ICLR	ICON PLC	4,070	$701K	0.0%	—	—	SHS	G4705A100
IWP	ISHARES TR	4,500	$687K	0.0%	—	—	RUS MD CP GR ETF	464287481
TRGP	TARGA RES CORP	16,275	$665K	0.0%	—	—	COM	87612G101
KEYS	KEYSIGHT TECHNOLOGIES INC	6,480	$665K	0.0%	—	—	COM	49338L103
ORLY	O REILLY AUTOMOTIVE INC NEW	1,510	$662K	0.0%	—	—	COM	67103H107
JBHT	HUNT J B TRANS SVCS INC	5,660	$661K	0.0%	—	—	COM	445658107
LECO	LINCOLN ELEC HLDGS INC	6,700	$648K	0.0%	—	—	COM	533900106
C	CITIGROUP INC	8,010	$640K	0.0%	—	—	COM NEW	172967424
GLPG	GALAPAGOS NV	3,080	$637K	0.0%	—	—	SPON ADR	36315X101
DG	DOLLAR GEN CORP NEW	4,045	$631K	0.0%	—	—	COM	256677105
RACE	FERRARI N V	3,810	$631K	0.0%	—	—	COM	N3167Y103
MSCI	MSCI INC	2,425	$626K	0.0%	—	—	COM	55354G100
ASND	ASCENDIS PHARMA A S	4,295	$598K	0.0%	—	—	SPONSORED ADR	04351P101
—	LAM RESEARCH CORP	2,040	$596K	0.0%	—	—	COM	512807108
—	SVB FINL GROUP	2,370	$595K	0.0%	—	—	COM	78486Q101
HTHT	HUAZHU GROUP LTD	14,790	$593K	0.0%	—	—	SPONSORED ADS	44332N106
BAP	CREDICORP LTD	2,710	$578K	0.0%	—	—	COM	G2519Y108
GILD	GILEAD SCIENCES INC	8,850	$575K	0.0%	—	—	COM	375558103
SBAC	SBA COMMUNICATIONS CORP NEW	2,360	$569K	0.0%	—	—	CL A	78410G104
DOV	DOVER CORP	4,930	$568K	0.0%	—	—	COM	260003108
DHI	D R HORTON INC	10,650	$562K	0.0%	—	—	COM	23331A109
INCY	INCYTE CORP	6,420	$561K	0.0%	—	—	COM	45337C102
WEX	WEX INC	2,460	$515K	0.0%	—	—	COM	96208T104
BFAM	BRIGHT HORIZONS FAM SOL IN D	3,410	$512K	0.0%	—	—	COM	109194100
SMG	SCOTTS MIRACLE GRO CO	4,800	$510K	0.0%	—	—	CL A	810186106
HD	HOME DEPOT INC	2,300	$502K	0.0%	—	—	COM	437076102
CHD	CHURCH & DWIGHT INC	7,120	$501K	0.0%	—	—	COM	171340102
LHX	L3HARRIS TECHNOLOGIES INC	2,505	$496K	0.0%	—	—	COM	502431109
TDG	TRANSDIGM GROUP INC	870	$487K	0.0%	—	—	COM	893641100
—	PROOFPOINT INC	4,240	$487K	0.0%	—	—	COM	743424103
PG	PROCTER & GAMBLE CO	3,800	$475K	0.0%	—	—	COM	742718109
BWA	BORGWARNER INC	10,340	$449K	0.0%	—	—	COM	099724106
SCHW	THE CHARLES SCHWAB CORPORATI	9,360	$445K	0.0%	—	—	COM	808513105
SBUX	STARBUCKS CORP	4,920	$433K	0.0%	—	—	COM	855244109
—	NOBLE MIDSTREAM PARTNERS LP	16,091	$427K	0.0%	—	—	COM UNIT REPST	65506L105
CNC	CENTENE CORP DEL	6,700	$421K	0.0%	—	—	COM	15135B101
DKS	DICKS SPORTING GOODS INC	8,440	$418K	0.0%	—	—	COM	253393102
RSG	REPUBLIC SVCS INC	4,600	$412K	0.0%	—	—	COM	760759100
KO	COCA COLA CO	6,820	$377K	0.0%	—	—	COM	191216100
PAYC	PAYCOM SOFTWARE INC	1,350	$357K	0.0%	—	—	COM	70432V102
—	EQM MIDSTREAM PARTNERS LP	11,880	$355K	0.0%	—	—	UNIT LTD PARTN	26885B100
ISRG	INTUITIVE SURGICAL INC	600	$355K	0.0%	—	—	COM NEW	46120E602
EW	EDWARDS LIFESCIENCES CORP	1,440	$336K	0.0%	—	—	COM	28176E108
AXP	AMERICAN EXPRESS CO	2,675	$333K	0.0%	—	—	COM	025816109
—	IAC INTERACTIVECORP	1,290	$321K	0.0%	—	—	COM	44919P508
PCAR	PACCAR INC	3,850	$305K	0.0%	—	—	COM	693718108
BRKR	BRUKER CORP	5,690	$290K	0.0%	—	—	COM	116794108
AJG	GALLAGHER ARTHUR J & CO	3,000	$286K	0.0%	—	—	COM	363576109
—	COUPA SOFTWARE INC	1,820	$266K	0.0%	—	—	COM	22266L106
—	TWITTER INC	8,040	$258K	0.0%	—	—	COM	90184L102
PFE	PFIZER INC	6,500	$255K	0.0%	—	—	COM	717081103
GNTX	GENTEX CORP	8,620	$250K	0.0%	—	—	COM	371901109
CTAS	CINTAS CORP	740	$199K	0.0%	—	—	COM	172908105
—	APOLLO GLOBAL MGMT INC	3,585	$171K	0.0%	—	—	COM CL A	03768E105
FDX	FEDEX CORP	1,000	$151K	0.0%	—	—	COM	31428X106
ITW	ILLINOIS TOOL WKS INC	770	$138K	0.0%	—	—	COM	452308109
INTC	INTEL CORP	2,200	$132K	0.0%	—	—	COM	458140100
FAST	FASTENAL CO	3,460	$128K	0.0%	—	—	COM	311900104
IWO	ISHARES TR	500	$107K	0.0%	—	—	RUS 2000 GRW ETF	464287648
—	VARIAN MED SYS INC	650	$92,000	0.0%	—	—	COM	92220P105
TRMB	TRIMBLE INC	2,160	$90,000	0.0%	—	—	COM	896239100
LUV	SOUTHWEST AIRLS CO	1,560	$84,000	0.0%	—	—	COM	844741108
MOG/A	MOOG INC	860	$73,000	0.0%	—	—	CL A	615394202
SYK	STRYKER CORP	340	$71,000	0.0%	—	—	COM	863667101
GOOGL	ALPHABET INC	50	$67,000	0.0%	—	—	CAP STK CL A	02079K305
CMI	CUMMINS INC	300	$54,000	0.0%	—	—	COM	231021106
MDT	MEDTRONIC PLC	480	$54,000	0.0%	—	—	SHS	G5960L103
—	STERICYCLE INC	770	$49,000	0.0%	—	—	COM	858912108
—	ALLERGAN PLC	232	$44,000	0.0%	—	—	SHS	G0177J108
PRAA	PRA GROUP INC	1,150	$42,000	0.0%	—	—	COM	69354N106
MCHP	MICROCHIP TECHNOLOGY INC	360	$38,000	0.0%	—	—	COM	595017104
PAYX	PAYCHEX INC	360	$31,000	0.0%	—	—	COM	704326107
UAA	UNDER ARMOUR INC	1,340	$29,000	0.0%	—	—	CL A	904311107
SEE	SEALED AIR CORP NEW	720	$29,000	0.0%	—	—	COM	81211K100
—	WALGREENS BOOTS ALLIANCE INC	480	$28,000	0.0%	—	—	COM	931427108
UA	UNDER ARMOUR INC	1,349	$26,000	0.0%	—	—	CL C	904311206
FFIV	F5 NETWORKS INC	140	$20,000	0.0%	—	—	COM	315616102
HAL	HALLIBURTON CO	690	$17,000	0.0%	—	—	COM	406216101
HOG	HARLEY DAVIDSON INC	430	$16,000	0.0%	—	—	COM	412822108
—	CONCHO RES INC	140	$12,000	0.0%	—	—	COM	20605P101
MUR	MURPHY OIL CORP	290	$8,000	0.0%	—	—	COM	626717102
MUSA	MURPHY USA INC	70	$8,000	0.0%	—	—	COM	626755102
VREX	VAREX IMAGING CORP	260	$8,000	0.0%	—	—	COM	92214X106
MYGN	MYRIAD GENETICS INC	240	$7,000	0.0%	—	—	COM	62855J104
—	TIVO CORP	739	$6,000	0.0%	—	—	COM	88870P106