Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	431,560	$68.06M	4.0%	—	—	COM	594918104
AMZN	AMAZON COM INC	31,605	$61.62M	3.6%	—	—	COM	023135106
AAPL	APPLE INC	228,030	$57.99M	3.4%	—	—	COM	037833100
GLD	SPDR GOLD TRUST	341,505	$50.56M	3.0%	—	—	GOLD SHS	78463V107
GOOG	ALPHABET INC	31,750	$36.92M	2.2%	—	—	CAP STK CL C	02079K107
V	VISA INC	221,345	$35.66M	2.1%	—	—	COM CL A	92826C839
ADBE	ADOBE INC	103,800	$33.03M	2.0%	—	—	COM	00724F101
BABA	ALIBABA GROUP HLDG LTD	161,075	$31.33M	1.9%	—	—	SPONSORED ADS	01609W102
META	FACEBOOK INC	177,280	$29.57M	1.8%	—	—	CL A	30303M102
DXCM	DEXCOM INC	107,870	$29.05M	1.7%	—	—	COM	252131107
ASML	ASML HOLDING N V	101,720	$26.61M	1.6%	—	—	N Y REGISTRY SHS	N07059210
SPGI	S&P GLOBAL INC	108,030	$26.47M	1.6%	—	—	COM	78409V104
TXN	TEXAS INSTRS INC	256,300	$25.61M	1.5%	—	—	COM	882508104
VRTX	VERTEX PHARMACEUTICALS INC	105,060	$25M	1.5%	—	—	COM	92532F100
AVGO	BROADCOM INC	97,840	$23.2M	1.4%	—	—	COM	11135F101
PYPL	PAYPAL HLDGS INC	241,950	$23.16M	1.4%	—	—	COM	70450Y103
TSLA	TESLA INC	43,743	$22.92M	1.4%	—	—	COM	88160R101
CRM	SALESFORCE COM INC	152,630	$21.98M	1.3%	—	—	COM	79466L302
NOW	SERVICENOW INC	72,775	$20.86M	1.2%	—	—	COM	81762P102
TRU	TRANSUNION	303,090	$20.06M	1.2%	—	—	COM	89400J107
INTU	INTUIT	86,420	$19.88M	1.2%	—	—	COM	461202103
BSX	BOSTON SCIENTIFIC CORP	608,720	$19.86M	1.2%	—	—	COM	101137107
EPAM	EPAM SYS INC	103,140	$19.15M	1.1%	—	—	COM	29414B104
—	LAM RESEARCH CORP	77,790	$18.67M	1.1%	—	—	COM	512807108
—	KANSAS CITY SOUTHERN	144,810	$18.42M	1.1%	—	—	COM NEW	485170302
NVDA	NVIDIA CORP	67,270	$17.73M	1.0%	—	—	COM	67066G104
UNH	UNITEDHEALTH GROUP INC	69,530	$17.34M	1.0%	—	—	COM	91324P102
ZBRA	ZEBRA TECHNOLOGIES CORP	92,700	$17.02M	1.0%	—	—	CL A	989207105
MDB	MONGODB INC	120,084	$16.4M	1.0%	—	—	CL A	60937P106
PAYC	PAYCOM SOFTWARE INC	79,070	$15.97M	0.9%	—	—	COM	70432V102
JPM	JPMORGAN CHASE & CO	176,820	$15.92M	0.9%	—	—	COM	46625H100
LULU	LULULEMON ATHLETICA INC	77,100	$14.61M	0.9%	—	—	COM	550021109
NKE	NIKE INC	173,660	$14.37M	0.9%	—	—	CL B	654106103
—	SPLUNK INC	109,270	$13.79M	0.8%	—	—	COM	848637104
TT	TRANE TECHNOLOGIES PLC	163,320	$13.49M	0.8%	—	—	SHS	G8994E103
TJX	TJX COS INC NEW	269,880	$12.9M	0.8%	—	—	COM	872540109
COST	COSTCO WHSL CORP NEW	44,780	$12.77M	0.8%	—	—	COM	22160K105
—	NUANCE COMMUNICATIONS INC	744,225	$12.49M	0.7%	—	—	COM	67020Y100
MASI	MASIMO CORP	66,437	$11.77M	0.7%	—	—	COM	574795100
TDOC	TELADOC HEALTH INC	73,692	$11.42M	0.7%	—	—	COM	87918A105
VRNS	VARONIS SYS INC	176,848	$11.26M	0.7%	—	—	COM	922280102
RGEN	REPLIGEN CORP	113,076	$10.92M	0.6%	—	—	COM	759916109
—	AMEDISYS INC	58,500	$10.74M	0.6%	—	—	COM	023436108
MA	MASTERCARD INC	42,340	$10.23M	0.6%	—	—	CL A	57636Q104
CSX	CSX CORP	175,700	$10.07M	0.6%	—	—	COM	126408103
XLV	SELECT SECTOR SPDR TR	112,400	$9.956M	0.6%	—	—	SBI HEALTHCARE	81369Y209
NEO	NEOGENOMICS INC	355,720	$9.821M	0.6%	—	—	COM NEW	64049M209
—	CATALENT INC	180,709	$9.388M	0.6%	—	—	COM	148806102
HELE	HELEN OF TROY CORP LTD	64,990	$9.361M	0.6%	—	—	COM	G4388N106
—	HORIZON THERAPEUTICS PUB LTD	315,555	$9.347M	0.6%	—	—	SHS	G46188101
—	ZYNGA INC	1,314,704	$9.006M	0.5%	—	—	CL A	98986T108
ACAD	ACADIA PHARMACEUTICALS INC	213,070	$9.002M	0.5%	—	—	COM	004225108
SAIC	SCIENCE APPLICATNS INTL CP N	117,580	$8.775M	0.5%	—	—	COM	808625107
LVS	LAS VEGAS SANDS CORP	203,180	$8.629M	0.5%	—	—	COM	517834107
BURL	BURLINGTON STORES INC	54,400	$8.62M	0.5%	—	—	COM	122017106
—	NEVRO CORP	82,078	$8.206M	0.5%	—	—	COM	64157F103
ILMN	ILLUMINA INC	30,030	$8.202M	0.5%	—	—	COM	452327109
HALO	HALOZYME THERAPEUTICS INC	437,870	$7.877M	0.5%	—	—	COM	40637H109
KNX	KNIGHT SWIFT TRANSN HLDGS IN	236,835	$7.768M	0.5%	—	—	CL A	499049104
CLH	CLEAN HARBORS INC	150,464	$7.725M	0.5%	—	—	COM	184496107
CACI	CACI INTL INC	36,032	$7.608M	0.5%	—	—	CL A	127190304
EFA	ISHARES TR	140,000	$7.484M	0.4%	—	—	MSCI EAFE ETF	464287465
TREX	TREX CO INC	92,312	$7.398M	0.4%	—	—	COM	89531P105
WEX	WEX INC	66,980	$7.003M	0.4%	—	—	COM	96208T104
PZZA	PAPA JOHNS INTL INC	130,660	$6.973M	0.4%	—	—	COM	698813102
BL	BLACKLINE INC	131,485	$6.917M	0.4%	—	—	COM	09239B109
AMN	AMN HEALTHCARE SVCS INC	118,428	$6.846M	0.4%	—	—	COM	001744101
KBR	KBR INC	330,420	$6.833M	0.4%	—	—	COM	48242W106
INSP	INSPIRE MED SYS INC	112,188	$6.763M	0.4%	—	—	COM	457730109
ENTG	ENTEGRIS INC	149,828	$6.708M	0.4%	—	—	COM	29362U104
—	LIVEPERSON INC	290,569	$6.61M	0.4%	—	—	COM	538146101
CRL	CHARLES RIV LABS INTL INC	51,920	$6.553M	0.4%	—	—	COM	159864107
HQY	HEALTHEQUITY INC	129,405	$6.547M	0.4%	—	—	COM	42226A107
MLAB	MESA LABS INC	28,451	$6.432M	0.4%	—	—	COM	59064R109
MKSI	MKS INSTRS INC	77,766	$6.334M	0.4%	—	—	COM	55306N104
NTRA	NATERA INC	209,810	$6.265M	0.4%	—	—	COM	632307104
ROCK	GIBRALTAR INDS INC	145,245	$6.234M	0.4%	—	—	COM	374689107
LPX	LOUISIANA PAC CORP	358,415	$6.158M	0.4%	—	—	COM	546347105
WEN	WENDYS CO	408,299	$6.075M	0.4%	—	—	COM	95058W100
—	CLOUDERA INC	762,140	$5.998M	0.4%	—	—	COM	18914U100
WMS	ADVANCED DRAIN SYS INC DEL	203,556	$5.993M	0.4%	—	—	COM	00790R104
RNG	RINGCENTRAL INC	27,982	$5.93M	0.4%	—	—	CL A	76680R206
—	POLYONE CORP	306,091	$5.807M	0.3%	—	—	COM	73179P106
—	COLFAX CORP	285,925	$5.661M	0.3%	—	—	COM	194014106
TNDM	TANDEM DIABETES CARE INC	87,415	$5.625M	0.3%	—	—	COM NEW	875372203
PODD	INSULET CORP	33,756	$5.593M	0.3%	—	—	COM	45784P101
—	CABOT MICROELECTRONICS CORP	48,510	$5.537M	0.3%	—	—	COM	12709P103
TTEC	TTEC HLDGS INC	149,380	$5.485M	0.3%	—	—	COM	89854H102
—	SVMK INC	398,803	$5.388M	0.3%	—	—	COM	78489X103
NVCR	NOVOCURE LTD	79,624	$5.362M	0.3%	—	—	ORD SHS	G6674U108
WAL	WESTERN ALLIANCE BANCORP	174,720	$5.348M	0.3%	—	—	COM	957638109
FSS	FEDERAL SIGNAL CORP	194,752	$5.313M	0.3%	—	—	COM	313855108
PWR	QUANTA SVCS INC	165,095	$5.238M	0.3%	—	—	COM	74762E102
PFGC	PERFORMANCE FOOD GROUP CO	211,387	$5.225M	0.3%	—	—	COM	71377A103
RRX	REGAL BELOIT CORP	82,460	$5.191M	0.3%	—	—	COM	758750103
ACM	AECOM	173,866	$5.19M	0.3%	—	—	COM	00766T100
—	AIR TRANSPORT SERVICES GRP I	282,390	$5.162M	0.3%	—	—	COM	00922R105
BC	BRUNSWICK CORP	143,460	$5.074M	0.3%	—	—	COM	117043109
—	BARRICK GOLD CORPORATION	276,340	$5.063M	0.3%	—	—	COM	067901108
—	REXNORD CORP	222,045	$5.034M	0.3%	—	—	COM	76169B102
NBIX	NEUROCRINE BIOSCIENCES INC	57,972	$5.017M	0.3%	—	—	COM	64125C109
MTSI	MACOM TECH SOLUTIONS HLDGS I	261,637	$4.953M	0.3%	—	—	COM	55405Y100
—	TURNING POINT THERAPEUTICS I	110,017	$4.913M	0.3%	—	—	COM	90041T108
—	R1 RCM INC	533,859	$4.853M	0.3%	—	—	COM	749397105
—	MODEL N INC	212,861	$4.728M	0.3%	—	—	COM	607525102
BAND	BANDWIDTH INC	67,927	$4.571M	0.3%	—	—	COM CL A	05988J103
—	EVERBRIDGE INC	41,995	$4.467M	0.3%	—	—	COM	29978A104
OMF	ONEMAIN HLDGS INC	233,117	$4.457M	0.3%	—	—	COM	68268W103
TSEM	TOWER SEMICONDUCTOR LTD	279,590	$4.451M	0.3%	—	—	SHS NEW	M87915274
CCK	CROWN HLDGS INC	76,410	$4.435M	0.3%	—	—	COM	228368106
VC	VISTEON CORP	91,010	$4.367M	0.3%	—	—	COM NEW	92839U206
—	PINNACLE FINL PARTNERS INC	115,775	$4.346M	0.3%	—	—	COM	72346Q104
—	MYOKARDIA INC	91,606	$4.294M	0.3%	—	—	COM	62857M105
SF	STIFEL FINL CORP	102,975	$4.251M	0.3%	—	—	COM	860630102
—	GLOBAL BLOOD THERAPEUTICS IN	83,105	$4.246M	0.3%	—	—	COM	37890U108
PEN	PENUMBRA INC	25,792	$4.161M	0.2%	—	—	COM	70975L107
—	SPARTAN MTRS INC	321,135	$4.146M	0.2%	—	—	COM	846819100
MMSI	MERIT MED SYS INC	128,820	$4.026M	0.2%	—	—	COM	589889104
APLS	APELLIS PHARMACEUTICALS INC	147,165	$3.943M	0.2%	—	—	COM	03753U106
FLEX	FLEX LTD	459,860	$3.851M	0.2%	—	—	ORD	Y2573F102
—	REATA PHARMACEUTICALS INC	26,085	$3.765M	0.2%	—	—	CL A	75615P103
TREE	LENDINGTREE INC NEW	20,435	$3.748M	0.2%	—	—	COM	52603B107
RARE	ULTRAGENYX PHARMACEUTICAL IN	84,200	$3.741M	0.2%	—	—	COM	90400D108
CROX	CROCS INC	219,240	$3.725M	0.2%	—	—	COM	227046109
SYNA	SYNAPTICS INC	64,115	$3.71M	0.2%	—	—	COM	87157D109
HCSG	HEALTHCARE SVCS GROUP INC	151,570	$3.624M	0.2%	—	—	COM	421906108
—	MIRATI THERAPEUTICS INC	47,080	$3.619M	0.2%	—	—	COM	60468T105
HTLD	HEARTLAND EXPRESS INC	189,151	$3.513M	0.2%	—	—	COM	422347104
LAD	LITHIA MTRS INC	42,523	$3.478M	0.2%	—	—	CL A	536797103
BLD	TOPBUILD CORP	48,266	$3.458M	0.2%	—	—	COM	89055F103
LFUS	LITTELFUSE INC	24,745	$3.301M	0.2%	—	—	COM	537008104
ECPG	ENCORE CAP GROUP INC	128,000	$2.993M	0.2%	—	—	COM	292554102
EPD	ENTERPRISE PRODS PARTNERS L	199,366	$2.851M	0.2%	—	—	COM	293792107
AZTA	BROOKS AUTOMATION INC NEW	88,784	$2.708M	0.2%	—	—	COM	114340102
AGYS	AGILYSYS INC	161,850	$2.703M	0.2%	—	—	COM	00847J105
ITT	ITT INC	57,469	$2.607M	0.2%	—	—	COM	45073V108
GOOGL	ALPHABET INC	2,240	$2.603M	0.2%	—	—	CAP STK CL A	02079K305
NICE	NICE LTD	17,130	$2.459M	0.1%	—	—	SPONSORED ADR	653656108
ETSY	ETSY INC	63,780	$2.452M	0.1%	—	—	COM	29786A106
—	SEATTLE GENETICS INC	21,150	$2.44M	0.1%	—	—	COM	812578102
EYE	NATIONAL VISION HLDGS INC	117,635	$2.284M	0.1%	—	—	COM	63845R107
—	RENEWABLE ENERGY GROUP INC	110,345	$2.265M	0.1%	—	—	COM NEW	75972A301
ADUS	ADDUS HOMECARE CORP	33,145	$2.241M	0.1%	—	—	COM	006739106
BLDR	BUILDERS FIRSTSOURCE INC	180,062	$2.202M	0.1%	—	—	COM	12008R107
—	MAGELLAN MIDSTREAM PRTNRS LP	59,519	$2.172M	0.1%	—	—	COM UNIT RP LP	559080106
VCEL	VERICEL CORP	235,925	$2.163M	0.1%	—	—	COM	92346J108
FRPT	FRESHPET INC	33,050	$2.111M	0.1%	—	—	COM	358039105
JELD	JELD-WEN HLDG INC	216,940	$2.111M	0.1%	—	—	COM	47580P103
PEGA	PEGASYSTEMS INC	29,070	$2.071M	0.1%	—	—	COM	705573103
RPM	RPM INTL INC	33,270	$1.98M	0.1%	—	—	COM	749685103
—	ANSYS INC	8,270	$1.923M	0.1%	—	—	COM	03662Q105
—	COHERENT INC	18,035	$1.919M	0.1%	—	—	COM	192479103
BRO	BROWN & BROWN INC	51,895	$1.88M	0.1%	—	—	COM	115236101
CSL	CARLISLE COS INC	14,615	$1.831M	0.1%	—	—	COM	142339100
TER	TERADYNE INC	33,355	$1.807M	0.1%	—	—	COM	880770102
ZTS	ZOETIS INC	15,300	$1.801M	0.1%	—	—	CL A	98978V103
MPLX	MPLX LP	154,884	$1.8M	0.1%	—	—	COM UNIT REP LTD	55336V100
GDS	GDS HLDGS LTD	30,780	$1.784M	0.1%	—	—	SPONSORED ADS	36165L108
—	PHILLIPS 66 PARTNERS LP	45,814	$1.669M	0.1%	—	—	COM UNIT REP INT	718549207
EHC	ENCOMPASS HEALTH CORP	25,895	$1.658M	0.1%	—	—	COM	29261A100
HD	HOME DEPOT INC	8,760	$1.636M	0.1%	—	—	COM	437076102
—	JACOBS ENGR GROUP INC	20,440	$1.62M	0.1%	—	—	COM	469814107
NDSN	NORDSON CORP	11,900	$1.607M	0.1%	—	—	COM	655663102
—	NATIONAL INSTRS CORP	47,570	$1.574M	0.1%	—	—	COM	636518102
SWKS	SKYWORKS SOLUTIONS INC	16,880	$1.509M	0.1%	—	—	COM	83088M102
AEM	AGNICO EAGLE MINES LTD	37,500	$1.492M	0.1%	—	—	COM	008474108
PLAB	PHOTRONICS INC	143,685	$1.474M	0.1%	—	—	COM	719405102
GDDY	GODADDY INC	25,800	$1.473M	0.1%	—	—	CL A	380237107
MSCI	MSCI INC	5,035	$1.455M	0.1%	—	—	COM	55354G100
—	ARCO PLATFORM LTD	33,930	$1.434M	0.1%	—	—	COM CL A	G04553106
LKQ	LKQ CORP	69,755	$1.431M	0.1%	—	—	COM	501889208
OLLI	OLLIES BARGAIN OUTLT HLDGS I	29,780	$1.38M	0.1%	—	—	COM	681116109
ARVN	ARVINAS INC	32,745	$1.32M	0.1%	—	—	COM	04335A105
SBUX	STARBUCKS CORP	19,790	$1.301M	0.1%	—	—	COM	855244109
PNR	PENTAIR PLC	43,055	$1.281M	0.1%	—	—	SHS	G7S00T104
KMI	KINDER MORGAN INC DEL	87,785	$1.222M	0.1%	—	—	COM	49456B101
ENS	ENERSYS	24,655	$1.221M	0.1%	—	—	COM	29275Y102
CGNX	COGNEX CORP	27,995	$1.182M	0.1%	—	—	COM	192422103
VECO	VEECO INSTRS INC DEL	123,360	$1.181M	0.1%	—	—	COM	922417100
ESTC	ELASTIC N V	20,830	$1.163M	0.1%	—	—	ORD SHS	N14506104
ENB	ENBRIDGE INC	39,675	$1.154M	0.1%	—	—	COM	29250N105
PTC	PTC INC	18,610	$1.139M	0.1%	—	—	COM	69370C100
—	AXONICS MODULATION TECHNOLOG	43,628	$1.109M	0.1%	—	—	COM	05465P101
—	COUPA SOFTWARE INC	7,830	$1.094M	0.1%	—	—	COM	22266L106
ORLY	O REILLY AUTOMOTIVE INC NEW	3,630	$1.093M	0.1%	—	—	COM	67103H107
TSM	TAIWAN SEMICONDUCTOR MFG LTD	22,510	$1.076M	0.1%	—	—	SPONSORED ADS	874039100
LPLA	LPL FINL HLDGS INC	19,755	$1.075M	0.1%	—	—	COM	50212V100
—	QUOTIENT LTD	264,010	$1.043M	0.1%	—	—	SHS	G73268107
CQP	CHENIERE ENERGY PARTNERS LP	37,306	$1.008M	0.1%	—	—	COM UNIT	16411Q101
MCHP	MICROCHIP TECHNOLOGY INC	14,830	$1.005M	0.1%	—	—	COM	595017104
CLVT	CLARIVATE ANALYTICS PLC	48,165	$999K	0.1%	—	—	COM	G21810109
AVY	AVERY DENNISON CORP	9,120	$929K	0.1%	—	—	COM	053611109
SKY	SKYLINE CHAMPION CORPORATION	57,643	$904K	0.1%	—	—	COM	830830105
DHR	DANAHER CORPORATION	6,460	$894K	0.1%	—	—	COM	235851102
STE	STERIS PLC	6,330	$886K	0.1%	—	—	SHS USD	G8473T100
—	CARDTRONICS PLC	41,415	$866K	0.1%	—	—	SHS CL A	G1991C105
—	ATLASSIAN CORP PLC	6,280	$862K	0.1%	—	—	CL A	G06242104
SE	SEA LTD	19,120	$847K	0.1%	—	—	SPONSORED ADS	81141R100
WGO	WINNEBAGO INDS INC	30,190	$840K	0.0%	—	—	COM	974637100
—	CANADIAN PAC RY LTD	3,780	$830K	0.0%	—	—	COM	13645T100
AZO	AUTOZONE INC	980	$829K	0.0%	—	—	COM	053332102
LMT	LOCKHEED MARTIN CORP	2,430	$824K	0.0%	—	—	COM	539830109
ET	ENERGY TRANSFER LP	170,663	$785K	0.0%	—	—	COM UT LTD PTN	29273V100
ROKU	ROKU INC	8,930	$781K	0.0%	—	—	COM CL A	77543R102
—	TC PIPELINES LP	28,300	$778K	0.0%	—	—	UT COM LTD PRT	87233Q108
GPN	GLOBAL PMTS INC	4,950	$714K	0.0%	—	—	COM	37940X102
VLO	VALERO ENERGY CORP	15,730	$714K	0.0%	—	—	COM	91913Y100
FISV	FISERV INC	7,500	$712K	0.0%	—	—	COM	337738108
BIIB	BIOGEN INC	2,190	$693K	0.0%	—	—	COM	09062X103
IWP	ISHARES TR	5,500	$669K	0.0%	—	—	RUS MD CP GR ETF	464287481
GILD	GILEAD SCIENCES INC	8,850	$662K	0.0%	—	—	COM	375558103
—	NEW ORIENTAL ED & TECH GRP I	6,100	$660K	0.0%	—	—	SPON ADR	647581107
MPC	MARATHON PETE CORP	27,920	$659K	0.0%	—	—	COM	56585A102
—	MARVELL TECHNOLOGY GROUP LTD	28,310	$641K	0.0%	—	—	ORD	G5876H105
SBAC	SBA COMMUNICATIONS CORP NEW	2,360	$637K	0.0%	—	—	CL A	78410G104
WERN	WERNER ENTERPRISES INC	16,895	$613K	0.0%	—	—	COM	950755108
DG	DOLLAR GEN CORP NEW	4,045	$611K	0.0%	—	—	COM	256677105
EW	EDWARDS LIFESCIENCES CORP	3,170	$598K	0.0%	—	—	COM	28176E108
CME	CME GROUP INC	3,400	$588K	0.0%	—	—	COM	12572Q105
ICLR	ICON PLC	4,070	$554K	0.0%	—	—	SHS	G4705A100
HDB	HDFC BANK LTD	14,360	$552K	0.0%	—	—	SPONSORED ADS	40415F101
KEYS	KEYSIGHT TECHNOLOGIES INC	6,480	$542K	0.0%	—	—	COM	49338L103
JBHT	HUNT J B TRANS SVCS INC	5,660	$522K	0.0%	—	—	COM	445658107
AMD	ADVANCED MICRO DEVICES INC	11,410	$519K	0.0%	—	—	COM	007903107
HCA	HCA HEALTHCARE INC	5,710	$513K	0.0%	—	—	COM	40412C101
CNC	CENTENE CORP DEL	8,600	$511K	0.0%	—	—	COM	15135B101
BA	BOEING CO	3,400	$507K	0.0%	—	—	COM	097023105
SMG	SCOTTS MIRACLE GRO CO	4,800	$492K	0.0%	—	—	CL A	810186106
RACE	FERRARI N V	3,190	$487K	0.0%	—	—	COM	N3167Y103
PAGS	PAGSEGURO DIGITAL LTD	24,510	$474K	0.0%	—	—	COM CL A	G68707101
KLAC	KLA CORPORATION	3,270	$470K	0.0%	—	—	COM NEW	482480100
QCOM	QUALCOMM INC	6,950	$470K	0.0%	—	—	COM	747525103
LECO	LINCOLN ELEC HLDGS INC	6,700	$462K	0.0%	—	—	COM	533900106
GLPG	GALAPAGOS NV	2,340	$458K	0.0%	—	—	SPON ADR	36315X101
D	DOMINION ENERGY INC	6,330	$457K	0.0%	—	—	COM	25746U109
LHX	L3HARRIS TECHNOLOGIES INC	2,505	$451K	0.0%	—	—	COM	502431109
MAS	MASCO CORP	12,850	$444K	0.0%	—	—	COM	574599106
VEEV	VEEVA SYS INC	2,810	$439K	0.0%	—	—	CL A COM	922475108
ASND	ASCENDIS PHARMA A S	3,895	$439K	0.0%	—	—	SPONSORED ADR	04351P101
XYZ	SQUARE INC	8,320	$436K	0.0%	—	—	CL A	852234103
—	PROOFPOINT INC	4,240	$435K	0.0%	—	—	COM	743424103
—	ATLANTICA YIELD PLC	19,480	$434K	0.0%	—	—	SHS	G0751N103
PG	PROCTER & GAMBLE CO	3,800	$418K	0.0%	—	—	COM	742718109
PAA	PLAINS ALL AMERN PIPELINE L	77,094	$407K	0.0%	—	—	UNIT LTD PARTN	726503105
XIFR	NEXTERA ENERGY PARTNERS LP	9,380	$403K	0.0%	—	—	COM UNIT PART IN	65341B106
BAP	CREDICORP LTD	2,710	$388K	0.0%	—	—	COM	G2519Y108
CMG	CHIPOTLE MEXICAN GRILL INC	560	$366K	0.0%	—	—	COM	169656105
CVX	CHEVRON CORP NEW	4,935	$358K	0.0%	—	—	COM	166764100
—	SVB FINANCIAL GROUP	2,370	$358K	0.0%	—	—	COM	78486Q101
OLED	UNIVERSAL DISPLAY CORP	2,680	$353K	0.0%	—	—	COM	91347P105
RSG	REPUBLIC SVCS INC	4,600	$345K	0.0%	—	—	COM	760759100
SWK	STANLEY BLACK & DECKER INC	3,380	$338K	0.0%	—	—	COM	854502101
C	CITIGROUP INC	8,010	$337K	0.0%	—	—	COM NEW	172967424
HESM	HESS MIDSTREAM LP	32,560	$331K	0.0%	—	—	CL A SHS	428103105
DOCU	DOCUSIGN INC	3,550	$328K	0.0%	—	—	COM	256163106
LYV	LIVE NATION ENTERTAINMENT IN	7,130	$324K	0.0%	—	—	COM	538034109
PBA	PEMBINA PIPELINE CORP	17,230	$324K	0.0%	—	—	COM	706327103
IDXX	IDEXX LABS INC	1,330	$322K	0.0%	—	—	COM	45168D104
SCHW	SCHWAB CHARLES CORP	9,360	$315K	0.0%	—	—	COM	808513105
KO	COCA COLA CO	6,820	$302K	0.0%	—	—	COM	191216100
ISRG	INTUITIVE SURGICAL INC	600	$297K	0.0%	—	—	COM NEW	46120E602
LNG	CHENIERE ENERGY INC	8,626	$289K	0.0%	—	—	COM NEW	16411R208
TDG	TRANSDIGM GROUP INC	870	$279K	0.0%	—	—	COM	893641100
DHI	D R HORTON INC	7,700	$262K	0.0%	—	—	COM	23331A109
CHD	CHURCH & DWIGHT INC	4,060	$261K	0.0%	—	—	COM	171340102
—	HESS CORP	7,830	$261K	0.0%	—	—	COM	42809H107
—	NUSTAR ENERGY LP	29,360	$252K	0.0%	—	—	UNIT COM	67058H102
BWA	BORGWARNER INC	10,340	$252K	0.0%	—	—	COM	099724106
AJG	GALLAGHER ARTHUR J & CO	3,000	$245K	0.0%	—	—	COM	363576109
PCAR	PACCAR INC	3,850	$235K	0.0%	—	—	COM	693718108
AXP	AMERICAN EXPRESS CO	2,675	$229K	0.0%	—	—	COM	025816109
WES	WESTERN MIDSTREAM PARTNERS L	68,637	$222K	0.0%	—	—	COM UNIT LP INT	958669103
OKE	ONEOK INC NEW	10,060	$219K	0.0%	—	—	COM	682680103
CSGP	COSTAR GROUP INC	370	$217K	0.0%	—	—	COM	22160N109
PFE	PFIZER INC	6,500	$212K	0.0%	—	—	COM	717081103
—	CNX MIDSTREAM PARTNERS LP	25,513	$207K	0.0%	—	—	COM UNIT REPST	12654A101
TRGP	TARGA RES CORP	29,840	$206K	0.0%	—	—	COM	87612G101
DIS	DISNEY WALT CO	2,000	$193K	0.0%	—	—	COM DISNEY	254687106
PLNT	PLANET FITNESS INC	3,970	$193K	0.0%	—	—	CL A	72703H101
GNTX	GENTEX CORP	8,620	$191K	0.0%	—	—	COM	371901109
TTD	THE TRADE DESK INC	970	$187K	0.0%	—	—	COM CL A	88339J105
BFAM	BRIGHT HORIZONS FAM SOL IN D	1,810	$185K	0.0%	—	—	COM	109194100
DKS	DICKS SPORTING GOODS INC	8,440	$179K	0.0%	—	—	COM	253393102
BMRN	BIOMARIN PHARMACEUTICAL INC	2,110	$178K	0.0%	—	—	COM	09061G101
COP	CONOCOPHILLIPS	5,460	$168K	0.0%	—	—	COM	20825C104
WMB	WILLIAMS COS INC	10,510	$149K	0.0%	—	—	COM	969457100
—	RATTLER MIDSTREAM LP	40,185	$140K	0.0%	—	—	COM UNITS	75419T103
—	TOTAL S.A.	3,700	$138K	0.0%	—	—	SPONSORED ADS	89151E109
CTAS	CINTAS CORP	740	$128K	0.0%	—	—	COM	172908105
BP	BP PLC	5,097	$124K	0.0%	—	—	SPONSORED ADR	055622104
FDX	FEDEX CORP	1,000	$121K	0.0%	—	—	COM	31428X106
INTC	INTEL CORP	2,200	$119K	0.0%	—	—	COM	458140100
CTRA	CABOT OIL & GAS CORP	6,655	$114K	0.0%	—	—	COM	127097103
—	CRESTWOOD EQUITY PARTNERS LP	27,054	$114K	0.0%	—	—	UNIT LTD PARTNER	226344208
ITW	ILLINOIS TOOL WKS INC	770	$109K	0.0%	—	—	COM	452308109
FAST	FASTENAL CO	3,460	$108K	0.0%	—	—	COM	311900104
SU	SUNCOR ENERGY INC NEW	6,725	$106K	0.0%	—	—	COM	867224107
—	PIONEER NAT RES CO	1,234	$87,000	0.0%	—	—	COM	723787107
BHP	BHP GROUP LTD	2,300	$84,000	0.0%	—	—	SPONSORED ADS	088606108
—	ENLINK MIDSTREAM LLC	72,605	$80,000	0.0%	—	—	COM UNIT REP LTD	29336T100
IWO	ISHARES TR	500	$79,000	0.0%	—	—	RUS 2000 GRW ETF	464287648
—	EQM MIDSTREAM PARTNERS LP	5,880	$69,000	0.0%	—	—	UNIT LTD PARTN	26885B100
TRMB	TRIMBLE INC	2,160	$69,000	0.0%	—	—	COM	896239100
FANG	DIAMONDBACK ENERGY INC	2,603	$68,000	0.0%	—	—	COM	25278X109
EEM	ISHARES TR	2,000	$68,000	0.0%	—	—	MSCI EMG MKT ETF	464287234
—	VARIAN MED SYS INC	650	$67,000	0.0%	—	—	COM	92220P105
—	CNOOC LIMITED	600	$62,000	0.0%	—	—	SPONSORED ADR	126132109
—	PROSHARES TR	3,000	$58,000	0.0%	—	—	ULTRAPRO SHT QQQ	74347G408
PBR	PETROLEO BRASILEIRO SA PETRO	10,517	$58,000	0.0%	—	—	SPONSORED ADR	71654V408
SYK	STRYKER CORP	340	$57,000	0.0%	—	—	COM	863667101
LUV	SOUTHWEST AIRLS CO	1,560	$56,000	0.0%	—	—	COM	844741108
MDT	MEDTRONIC PLC	480	$43,000	0.0%	—	—	SHS	G5960L103
MOG/A	MOOG INC	860	$43,000	0.0%	—	—	CL A	615394202
CMI	CUMMINS INC	300	$41,000	0.0%	—	—	COM	231021106
—	ALLERGAN PLC	232	$41,000	0.0%	—	—	SHS	G0177J108
EOG	EOG RES INC	1,100	$40,000	0.0%	—	—	COM	26875P101
—	STERICYCLE INC	770	$37,000	0.0%	—	—	COM	858912108
PRAA	PRA GROUP INC	1,150	$32,000	0.0%	—	—	COM	69354N106
—	NOBLE MIDSTREAM PARTNERS LP	7,956	$28,000	0.0%	—	—	COM UNIT REPST	65506L105
—	ROYAL DUTCH SHELL PLC	790	$28,000	0.0%	—	—	SPONS ADR A	780259206
—	WPX ENERGY INC	8,975	$27,000	0.0%	—	—	COM	98212B103
PAYX	PAYCHEX INC	360	$23,000	0.0%	—	—	COM	704326107
PBF	PBF ENERGY INC	3,315	$23,000	0.0%	—	—	CL A	69318G106
—	WALGREENS BOOTS ALLIANCE INC	480	$22,000	0.0%	—	—	COM	931427108
SEE	SEALED AIR CORP NEW	720	$18,000	0.0%	—	—	COM	81211K100
FFIV	F5 NETWORKS INC	140	$15,000	0.0%	—	—	COM	315616102
UAA	UNDER ARMOUR INC	1,340	$12,000	0.0%	—	—	CL A	904311107
UA	UNDER ARMOUR INC	1,349	$11,000	0.0%	—	—	CL C	904311206
HOG	HARLEY DAVIDSON INC	430	$8,000	0.0%	—	—	COM	412822108
VREX	VAREX IMAGING CORP	260	$6,000	0.0%	—	—	COM	92214X106
—	CONCHO RES INC	140	$6,000	0.0%	—	—	COM	20605P101
MUSA	MURPHY USA INC	70	$6,000	0.0%	—	—	COM	626755102
—	TIVO CORP	739	$5,000	0.0%	—	—	COM	88870P106
HAL	HALLIBURTON CO	690	$5,000	0.0%	—	—	COM	406216101
MYGN	MYRIAD GENETICS INC	240	$3,000	0.0%	—	—	COM	62855J104
MUR	MURPHY OIL CORP	290	$2,000	0.0%	—	—	COM	626717102