Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XOP	SPDR SER TR	656,200	$27.61M	2.4%	—	—	Call	78468R556
FDX	FEDEX CORP	65,126	$16.38M	1.4%	$158.87	+13.9%	COM	31428X106
LOW	LOWES COS INC	76,928	$12.76M	1.1%	$129.81	+7.7%	COM	548661107
BMY	BRISTOL-MYERS SQUIBB CO	194,843	$11.75M	1.0%	$46.69	+4.1%	COM	110122108
ST	SENSATA TECHNOLOGIES HLDNG P	269,875	$11.64M	1.0%	$40.66	0.0%	SHS	G8060N102
—	ALEXION PHARMACEUTICALS INC	101,664	$11.63M	1.0%	$111.08	—	COM	015351109
ABBV	ABBVIE INC	131,205	$11.49M	1.0%	$69.36	+10.0%	COM	00287Y109
AMZN	AMAZON COM INC	3,639	$11.46M	1.0%	$118.71	+32.8%	COM	023135106
MDT	MEDTRONIC PLC	109,583	$11.39M	1.0%	$86.23	0.0%	SHS	G5960L103
AAP	ADVANCE AUTO PARTS INC	71,104	$10.91M	1.0%	$133.81	-0.3%	COM	00751Y106
INTC	INTEL CORP	206,391	$10.69M	0.9%	$46.53	0.0%	COM	458140100
NVST	ENVISTA HOLDINGS CORPORATION	430,177	$10.62M	0.9%	$23.43	-1.6%	COM	29415F104
MSFT	MICROSOFT CORP	49,872	$10.49M	0.9%	$193.06	+4.0%	COM	594918104
—	KANSAS CITY SOUTHERN	55,843	$10.1M	0.9%	$180.83	—	COM NEW	485170302
LLY	LILLY ELI & CO	67,630	$10.01M	0.9%	$145.78	0.0%	COM	532457108
BIO	BIO RAD LABS INC	19,341	$9.97M	0.9%	$402.22	+25.9%	CL A	090572207
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	38,616	$9.749M	0.9%	$248.81	+8.2%	CL A	989207105
COST	COSTCO WHSL CORP NEW	27,274	$9.682M	0.8%	$309.06	0.0%	COM	22160K105
AVTR	AVANTOR INC	405,507	$9.12M	0.8%	$20.79	0.0%	COM	05352A100
ITT	ITT INC	153,918	$9.089M	0.8%	$58.49	+3.6%	COM	45073V108
PAYC	PAYCOM SOFTWARE INC	28,506	$8.874M	0.8%	$286.30	0.0%	COM	70432V102
AXON	AXON ENTERPRISE INC	96,105	$8.717M	0.8%	$86.99	0.0%	COM	05464C101
—	CONCHO RES INC	194,002	$8.559M	0.8%	$46.56	—	COM	20605P101
PCTY	PAYLOCITY HLDG CORP	52,965	$8.55M	0.8%	$140.81	0.0%	COM	70438V106
RSG	REPUBLIC SVCS INC	89,799	$8.383M	0.7%	$78.66	+5.6%	COM	760759100
DHR	DANAHER CORPORATION	38,234	$8.233M	0.7%	$136.16	+27.6%	COM	235851102
—	CYBERARK SOFTWARE LTD	77,845	$8.051M	0.7%	$103.42	—	SHS	M2682V108
HUBB	HUBBELL INC	57,903	$7.923M	0.7%	$113.62	+10.4%	COM	443510607
—	CERIDIAN HCM HLDG INC	95,792	$7.917M	0.7%	$72.49	+7.9%	COM	15677J108
NEE	NEXTERA ENERGY INC	27,828	$7.724M	0.7%	$60.28	0.0%	COM	65339F101
PNR	PENTAIR PLC	168,663	$7.72M	0.7%	$33.22	+22.2%	SHS	G7S00T104
UNH	UNITEDHEALTH GROUP INC	24,737	$7.712M	0.7%	$257.36	+9.3%	COM	91324P102
GLW	CORNING INC	237,847	$7.709M	0.7%	$26.66	0.0%	COM	219350105
FIVN	FIVE9 INC	58,661	$7.607M	0.7%	$120.26	0.0%	COM	338307101
MXL	MAXLINEAR INC	323,486	$7.518M	0.7%	$18.43	+33.8%	COM	57776J100
—	CATALENT INC	86,834	$7.438M	0.7%	$58.13	—	COM	148806102
ZBH	ZIMMER BIOMET HOLDINGS INC	54,269	$7.388M	0.6%	$120.30	+3.9%	COM	98956P102
KEYS	KEYSIGHT TECHNOLOGIES INC	73,701	$7.28M	0.6%	$98.22	0.0%	COM	49338L103
RVTY	PERKINELMER INC	57,075	$7.163M	0.6%	$113.55	0.0%	COM	714046109
KO	COCA COLA CO	143,703	$7.095M	0.6%	$40.79	0.0%	COM	191216100
MMM	3M CO	44,192	$7.079M	0.6%	$106.81	+3.3%	COM	88579Y101
CNI	CANADIAN NATL RY CO	65,356	$6.963M	0.6%	$76.10	+19.1%	COM	136375102
HOLX	HOLOGIC INC	104,292	$6.932M	0.6%	$53.21	+19.0%	COM	436440101
ADBE	ADOBE SYSTEMS INCORPORATED	14,071	$6.901M	0.6%	$387.80	+20.0%	COM	00724F101
PI	IMPINJ INC	260,000	$6.851M	0.6%	$28.89	-8.6%	COM	453204109
—	TE CONNECTIVITY LTD	69,773	$6.82M	0.6%	$81.56	—	REG SHS	H84989104
QQQ	INVESCO QQQ TR	24,500	$6.807M	0.6%	—	—	Put	46090E103
ELV	ANTHEM INC	25,205	$6.77M	0.6%	$251.23	-0.5%	COM	036752103
MCK	MCKESSON CORP	44,327	$6.602M	0.6%	$142.38	+3.1%	COM	58155Q103
—	LABORATORY CORP AMER HLDGS	34,406	$6.478M	0.6%	$175.07	—	COM NEW	50540R409
MDLZ	MONDELEZ INTL INC	110,919	$6.372M	0.6%	$48.56	0.0%	CL A	609207105
NOW	SERVICENOW INC	13,034	$6.321M	0.6%	$89.31	0.0%	COM	81762P102
—	HORIZON THERAPEUTICS PUB L	80,595	$6.261M	0.5%	$36.20	—	SHS	G46188101
—	PPD INC	162,523	$6.012M	0.5%	$27.69	—	COM	69355F102
—	ACTIVISION BLIZZARD INC	73,674	$5.964M	0.5%	$76.28	—	COM	00507V109
QCOM	QUALCOMM INC	50,457	$5.938M	0.5%	$95.15	0.0%	COM	747525103
TXNM	PNM RES INC	143,094	$5.914M	0.5%	$39.95	+4.4%	COM	69349H107
TAK	TAKEDA PHARMACEUTICAL CO LTD	331,484	$5.914M	0.5%	$19.37	—	SPONSORED ADS	874060205
EL	LAUDER ESTEE COS INC	26,511	$5.786M	0.5%	$190.83	0.0%	CL A	518439104
HUM	HUMANA INC	13,691	$5.667M	0.5%	$338.51	+13.2%	COM	444859102
UTHR	UNITED THERAPEUTICS CORP DEL	55,753	$5.631M	0.5%	$93.55	+17.3%	COM	91307C102
AOS	SMITH A O CORP	105,348	$5.562M	0.5%	$39.47	+14.9%	COM	831865209
XOM	EXXON MOBIL CORP	161,119	$5.531M	0.5%	$32.32	0.0%	COM	30231G102
UI	UBIQUITI INC	33,057	$5.509M	0.5%	$176.28	0.0%	COM	90353W103
HUBS	HUBSPOT INC	18,761	$5.483M	0.5%	$202.89	+29.2%	COM	443573100
DXC	DXC TECHNOLOGY CO	305,601	$5.455M	0.5%	$18.24	0.0%	COM	23355L106
NIU	NIU TECHNOLOGIES	283,802	$5.449M	0.5%	$19.20	—	ADS	65481N100
ETSY	ETSY INC	44,511	$5.414M	0.5%	$105.26	+11.2%	COM	29786A106
TGT	TARGET CORP	33,885	$5.334M	0.5%	$118.66	0.0%	COM	87612E106
AMD	ADVANCED MICRO DEVICES INC	64,918	$5.323M	0.5%	$74.25	0.0%	COM	007903107
ESPR	ESPERION THERAPEUTICS INC NE	142,264	$5.288M	0.5%	$42.74	-7.3%	COM	29664W105
EXAS	EXACT SCIENCES CORP	51,173	$5.217M	0.5%	$86.36	0.0%	COM	30063P105
GNRC	GENERAC HLDGS INC	26,854	$5.2M	0.5%	$99.18	+65.9%	COM	368736104
GM	GENERAL MTRS CO	175,530	$5.194M	0.5%	$24.56	+10.4%	COM	37045V100
MCD	MCDONALDS CORP	23,609	$5.182M	0.5%	$181.40	0.0%	COM	580135101
GDRX	GOODRX HLDGS INC	92,634	$5.15M	0.5%	$52.94	0.0%	COM CL A	38246G108
UNP	UNION PAC CORP	26,021	$5.123M	0.4%	$164.87	0.0%	COM	907818108
—	PIONEER NAT RES CO	59,538	$5.12M	0.4%	$73.53	—	COM	723787107
CARR	CARRIER GLOBAL CORPORATION	165,460	$5.053M	0.4%	$17.13	+53.9%	COM	14448C104
PG	PROCTER AND GAMBLE CO	35,282	$4.904M	0.4%	$102.36	+13.7%	COM	742718109
SONO	SONOS INC	322,676	$4.898M	0.4%	$14.73	0.0%	COM	83570H108
LAD	LITHIA MTRS INC	21,470	$4.894M	0.4%	$147.54	+52.4%	CL A	536797103
—	LIBERTY MEDIA CORP DEL	133,082	$4.827M	0.4%	$33.33	—	COM SER C FRMLA	531229854
FLS	FLOWSERVE CORP	176,817	$4.825M	0.4%	$25.97	0.0%	COM	34354P105
META	FACEBOOK INC	18,336	$4.802M	0.4%	$197.47	+29.7%	CL A	30303M102
DIOD	DIODES INC	84,590	$4.775M	0.4%	$50.64	0.0%	COM	254543101
HON	HONEYWELL INTL INC	28,771	$4.736M	0.4%	$122.43	+8.8%	COM	438516106
—	NAVISTAR INTL CORP NEW	108,572	$4.727M	0.4%	$43.54	—	COM	63934E108
KNX	KNIGHT SWIFT TRANSN HLDGS IN	113,275	$4.61M	0.4%	$36.89	+12.3%	CL A	499049104
KMI	KINDER MORGAN INC DEL	369,100	$4.551M	0.4%	$11.17	-9.3%	COM	49456B101
—	PARSLEY ENERGY INC	483,499	$4.526M	0.4%	$7.09	—	CL A	701877102
—	NANOSTRING TECHNOLOGIES INC	101,095	$4.519M	0.4%	$44.70	—	COM	63009R109
NET	CLOUDFLARE INC	108,818	$4.468M	0.4%	$38.28	0.0%	CL A COM	18915M107
—	SOUTHWESTERN ENERGY CO	1,899,935	$4.465M	0.4%	$2.35	—	COM	845467109
MTCH	MATCH GROUP INC NEW	40,304	$4.46M	0.4%	$103.47	0.0%	COM	57667L107
WGO	WINNEBAGO INDS INC	86,230	$4.456M	0.4%	$48.35	+19.1%	COM	974637100
CRWD	CROWDSTRIKE HLDGS INC	32,442	$4.455M	0.4%	$91.22	+27.7%	CL A	22788C105
—	ANAPLAN INC	70,791	$4.43M	0.4%	$48.91	—	COM	03272L108
—	CANADIAN PAC RY LTD	14,483	$4.409M	0.4%	$304.43	—	COM	13645T100
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	63,472	$4.406M	0.4%	$59.95	0.0%	CL A	192446102
RNG	RINGCENTRAL INC	16,018	$4.399M	0.4%	$277.78	0.0%	CL A	76680R206
LEVI	LEVI STRAUSS & CO NEW	327,345	$4.386M	0.4%	$11.15	0.0%	CL A COM STK	52736R102
NXPI	NXP SEMICONDUCTORS N V	35,096	$4.38M	0.4%	$90.88	+22.5%	COM	N6596X109
WERN	WERNER ENTERPRISES INC	103,970	$4.366M	0.4%	$37.50	+18.1%	COM	950755108
SHOP	SHOPIFY INC	4,250	$4.348M	0.4%	$99.42	0.0%	CL A	82509L107
—	HESS CORP	105,051	$4.3M	0.4%	$34.48	—	COM	42809H107
—	APTIV PLC	46,246	$4.24M	0.4%	$94.81	—	SHS	G6095L109
MFC	MANULIFE FINL CORP	304,362	$4.235M	0.4%	$14.32	0.0%	COM	56501R106
AVT	AVNET INC	162,777	$4.206M	0.4%	$23.60	0.0%	COM	053807103
—	ZYNGA INC	460,729	$4.202M	0.4%	$9.12	—	CL A	98986T108
BBY	BEST BUY INC	37,558	$4.18M	0.4%	$81.81	0.0%	COM	086516101
—	IAC INTERACTIVECORP NEW	34,644	$4.15M	0.4%	$119.79	—	COM	44891N109
OMC	OMNICOM GROUP INC	83,665	$4.141M	0.4%	$44.01	0.0%	COM	681919106
CB	CHUBB LIMITED	35,635	$4.138M	0.4%	$115.80	0.0%	COM	H1467J104
AN	AUTONATION INC	77,791	$4.117M	0.4%	$52.10	0.0%	COM	05329W102
—	STAR PEAK ENERGY TRANSITION	400,000	$4.1M	0.4%	$10.25	—	UNIT 99/99/9999	855185203
LEA	LEAR CORP	37,356	$4.074M	0.4%	$93.34	+9.1%	COM NEW	521865204
TWLO	TWILIO INC	16,323	$4.033M	0.4%	$246.54	0.0%	CL A	90138F102
NTRA	NATERA INC	55,087	$3.979M	0.3%	$44.95	+26.5%	COM	632307104
DLTR	DOLLAR TREE INC	43,322	$3.957M	0.3%	$94.09	0.0%	COM	256746108
ETR	ENTERGY CORP NEW	40,064	$3.948M	0.3%	$42.70	-4.8%	COM	29364G103
MNST	MONSTER BEVERAGE CORP NEW	48,694	$3.905M	0.3%	$39.50	0.0%	COM	61174X109
AEE	AMEREN CORP	49,358	$3.903M	0.3%	$63.24	+5.9%	COM	023608102
CALX	CALIX INC	218,397	$3.883M	0.3%	$11.48	+64.4%	COM	13100M509
—	ADTRAN INC	374,000	$3.835M	0.3%	$10.89	—	COM	00738A106
MA	MASTERCARD INCORPORATED	11,325	$3.83M	0.3%	$279.36	+13.0%	CL A	57636Q104
—	CIMAREX ENERGY CO	156,355	$3.804M	0.3%	$24.33	—	COM	171798101
XPO	XPO LOGISTICS INC	44,742	$3.788M	0.3%	$25.77	+11.7%	COM	983793100
GL	GLOBE LIFE INC	47,096	$3.763M	0.3%	$72.40	+5.5%	COM	37959E102
GT	GOODYEAR TIRE & RUBR CO	489,450	$3.754M	0.3%	$9.27	0.0%	COM	382550101
—	SEAGATE TECHNOLOGY PLC	75,061	$3.698M	0.3%	$49.27	—	SHS	G7945M107
UPS	UNITED PARCEL SERVICE INC	21,994	$3.665M	0.3%	$117.34	0.0%	CL B	911312106
DAN	DANA INCORPORATED	290,320	$3.577M	0.3%	$11.44	0.0%	COM	235825205
DXC	DXC TECHNOLOGY CO	200,000	$3.57M	0.3%	$18.24	0.0%	Call	23355L106
—	COOPER TIRE & RUBR CO	111,848	$3.546M	0.3%	$27.95	—	COM	216831107
MXL	MAXLINEAR INC	150,000	$3.486M	0.3%	$18.43	+33.8%	Call	57776J100
—	ZENDESK INC	33,410	$3.439M	0.3%	$99.38	—	COM	98936J101
COR	AMERISOURCEBERGEN CORP	35,019	$3.394M	0.3%	$77.73	+12.3%	COM	03073E105
VRTX	VERTEX PHARMACEUTICALS INC	12,467	$3.393M	0.3%	$246.16	+12.1%	COM	92532F100
—	NUANCE COMMUNICATIONS INC	101,662	$3.374M	0.3%	$25.39	—	COM	67020Y100
PYPL	PAYPAL HLDGS INC	17,038	$3.357M	0.3%	$110.99	+69.3%	COM	70450Y103
TMUS	T-MOBILE US INC	28,935	$3.309M	0.3%	$107.09	0.0%	COM	872590104
DCI	DONALDSON INC	69,851	$3.242M	0.3%	$44.64	0.0%	COM	257651109
EQT	EQT CORP	250,000	$3.233M	0.3%	$13.78	0.0%	Call	26884L109
—	VROOM INC	61,209	$3.169M	0.3%	$51.98	—	COM	92918V109
GH	GUARDANT HEALTH INC	28,185	$3.151M	0.3%	$91.48	0.0%	COM	40131M109
SNOW	SNOWFLAKE INC	12,500	$3.138M	0.3%	$238.10	0.0%	CL A	833445109
MTD	METTLER TOLEDO INTERNATIONAL	3,238	$3.127M	0.3%	$927.87	0.0%	COM	592688105
AM	ANTERO MIDSTREAM CORP	580,480	$3.117M	0.3%	$2.84	+34.0%	COM	03676B102
FOLD	AMICUS THERAPEUTICS INC	219,524	$3.1M	0.3%	$10.42	+39.9%	COM	03152W109
AFG	AMERICAN FINL GROUP INC OHIO	46,258	$3.098M	0.3%	$36.88	0.0%	COM	025932104
PRI	PRIMERICA INC	26,665	$3.017M	0.3%	$121.49	0.0%	COM	74164M108
—	DUNKIN BRANDS GROUP INC	35,868	$2.938M	0.3%	$67.11	—	COM	265504100
—	WPX ENERGY INC	598,991	$2.935M	0.3%	$7.41	—	COM	98212B103
NFLX	NETFLIX INC	5,854	$2.927M	0.3%	$35.38	+40.7%	COM	64110L106
YELP	YELP INC	144,735	$2.908M	0.3%	$22.77	0.0%	CL A	985817105
VFC	V F CORP	41,153	$2.891M	0.3%	$64.59	0.0%	COM	918204108
CCK	CROWN HLDGS INC	37,290	$2.866M	0.3%	$69.53	0.0%	COM	228368106
AFL	AFLAC INC	78,811	$2.865M	0.3%	$32.08	0.0%	COM	001055102
CALY	CALLAWAY GOLF CO	149,031	$2.852M	0.3%	$19.65	-4.4%	COM	131193104
KMX	CARMAX INC	30,911	$2.841M	0.2%	$99.89	0.0%	COM	143130102
MAT	MATTEL INC	241,545	$2.826M	0.2%	$9.08	+22.4%	COM	577081102
RARE	ULTRAGENYX PHARMACEUTICAL IN	34,049	$2.798M	0.2%	$41.26	+100.9%	COM	90400D108
GAP	GAP INC	161,151	$2.744M	0.2%	$12.29	0.0%	COM	364760108
NYT	NEW YORK TIMES CO	63,974	$2.737M	0.2%	$34.45	+20.6%	CL A	650111107
—	NCINO INC	33,678	$2.683M	0.2%	$79.67	—	COM	63947U107
AXS	AXIS CAP HLDGS LTD	60,902	$2.682M	0.2%	$32.94	+14.1%	SHS	G0692U109
TJX	TJX COS INC NEW	47,781	$2.659M	0.2%	$50.05	0.0%	COM	872540109
FND	FLOOR & DECOR HLDGS INC	35,118	$2.627M	0.2%	$68.70	0.0%	CL A	339750101
CHRW	C H ROBINSON WORLDWIDE INC	25,265	$2.582M	0.2%	$82.63	0.0%	COM NEW	12541W209
ALL	ALLSTATE CORP	27,379	$2.577M	0.2%	$84.49	-3.2%	COM	020002101
ADM	ARCHER DANIELS MIDLAND CO	55,373	$2.574M	0.2%	$37.61	0.0%	COM	039483102
—	QELL ACQUISITION CORP	250,000	$2.54M	0.2%	$10.16	—	UNIT 10/01/2025	G7307X121
SBH	SALLY BEAUTY HLDGS INC	291,746	$2.535M	0.2%	$11.37	+5.8%	COM	79546E104
GPK	GRAPHIC PACKAGING HLDG CO	179,344	$2.527M	0.2%	$14.18	0.0%	COM	388689101
NSC	NORFOLK SOUTHN CORP	11,792	$2.523M	0.2%	$150.98	+19.2%	COM	655844108
—	ANSYS INC	7,648	$2.503M	0.2%	$291.70	—	COM	03662Q105
INSP	INSPIRE MED SYS INC	19,213	$2.479M	0.2%	$110.19	0.0%	COM	457730109
HAS	HASBRO INC	29,953	$2.478M	0.2%	$62.72	0.0%	COM	418056107
CBRL	CRACKER BARREL OLD CTRY STOR	21,424	$2.456M	0.2%	$88.87	+7.7%	COM	22410J106
DG	DOLLAR GEN CORP NEW	11,682	$2.449M	0.2%	$146.51	+24.3%	COM	256677105
VOYA	VOYA FINANCIAL INC	50,779	$2.434M	0.2%	$40.32	+11.2%	COM	929089100
PI	IMPINJ INC	90,500	$2.385M	0.2%	$28.89	-8.6%	Call	453204109
VTR	VENTAS INC	56,701	$2.379M	0.2%	$33.04	0.0%	COM	92276F100
RPM	RPM INTL INC	28,704	$2.378M	0.2%	$81.68	0.0%	COM	749685103
URBN	URBAN OUTFITTERS INC	113,867	$2.37M	0.2%	$18.18	+7.9%	COM	917047102
IDA	IDACORP INC	29,518	$2.358M	0.2%	$101.11	-12.9%	COM	451107106
CAH	CARDINAL HEALTH INC	50,000	$2.348M	0.2%	$43.85	+1.7%	Call	14149Y108
CI	CIGNA CORP NEW	13,817	$2.341M	0.2%	$175.23	-8.1%	COM	125523100
GOOS	CANADA GOOSE HLDGS INC	72,390	$2.329M	0.2%	$24.62	0.0%	SHS SUB VTG	135086106
OSK	OSHKOSH CORP	31,427	$2.31M	0.2%	$70.35	0.0%	COM	688239201
CMG	CHIPOTLE MEXICAN GRILL INC	1,842	$2.291M	0.2%	$17.03	+41.5%	COM	169656105
USFD	US FOODS HLDG CORP	102,052	$2.268M	0.2%	$22.50	0.0%	COM	912008109
SHOO	MADDEN STEVEN LTD	114,717	$2.237M	0.2%	$19.28	0.0%	COM	556269108
—	SPARTAN ENERGY ACQUISITION C	153,421	$2.212M	0.2%	$14.42	—	CL A COM STK	846784106
—	AVALARA INC	17,352	$2.21M	0.2%	$128.29	—	COM	05338G106
—	APACHE CORP	231,856	$2.196M	0.2%	$10.99	—	COM	037411105
DTE	DTE ENERGY CO	19,020	$2.188M	0.2%	$73.19	+11.4%	COM	233331107
STZ	CONSTELLATION BRANDS INC	11,229	$2.128M	0.2%	$151.89	+9.9%	CL A	21036P108
FTCHQ	FARFETCH LTD	83,537	$2.102M	0.2%	$24.79	0.0%	ORD SH CL A	30744W107
HII	HUNTINGTON INGALLS INDS INC	14,912	$2.099M	0.2%	$142.15	0.0%	COM	446413106
—	BUNGE LIMITED	45,905	$2.098M	0.2%	$45.70	—	COM	G16962105
RTX	RAYTHEON TECHNOLOGIES CORP	35,796	$2.06M	0.2%	$53.70	0.0%	COM	75513E101
TT	TRANE TECHNOLOGIES PLC	16,649	$2.019M	0.2%	$104.68	0.0%	SHS	G8994E103
AGCO	AGCO CORP	27,169	$2.018M	0.2%	$57.13	0.0%	COM	001084102
WWD	WOODWARD INC	25,089	$2.011M	0.2%	$77.74	0.0%	COM	980745103
—	PATTERSON COS INC	83,305	$2.008M	0.2%	$24.10	—	COM	703395103
TXT	TEXTRON INC	55,028	$1.986M	0.2%	$36.03	0.0%	COM	883203101
MTSI	MACOM TECH SOLUTIONS HLDGS I	58,361	$1.985M	0.2%	$24.64	+47.4%	COM	55405Y100
ASH	ASHLAND GLOBAL HLDGS INC	27,740	$1.967M	0.2%	$56.17	+19.8%	COM	044186104
CZR	CAESARS ENTERTAINMENT INC NE	34,967	$1.96M	0.2%	$43.94	0.0%	COM	12769G100
ACAD	ACADIA PHARMACEUTICALS INC	47,346	$1.953M	0.2%	$43.18	0.0%	COM	004225108
CNQ	CANADIAN NAT RES LTD	119,101	$1.909M	0.2%	$6.17	+13.2%	COM	136385101
FTV	FORTIVE CORP	25,035	$1.908M	0.2%	$44.58	0.0%	COM	34959J108
CRK	COMSTOCK RES INC	431,653	$1.891M	0.2%	$5.66	-11.2%	COM	205768302
PENN	PENN NATL GAMING INC	25,928	$1.885M	0.2%	$49.06	0.0%	COM	707569109
OLN	OLIN CORP	151,416	$1.875M	0.2%	$10.29	0.0%	COM PAR $1	680665205
CRSR	CORSAIR GAMING INC	92,416	$1.858M	0.2%	$17.41	0.0%	COM	22041X102
CPB	CAMPBELL SOUP CO	38,350	$1.855M	0.2%	$41.25	0.0%	COM	134429109
HAE	HAEMONETICS CORP	21,084	$1.84M	0.2%	$87.39	0.0%	COM	405024100
REAL	THE REALREAL INC	126,918	$1.837M	0.2%	$15.29	0.0%	COM	88339P101
XRAY	DENTSPLY SIRONA INC	41,395	$1.81M	0.2%	$44.22	0.0%	COM	24906P109
—	DRAFTKINGS INC	30,744	$1.809M	0.2%	$58.84	—	COM CL A	26142R104
AXTA	AXALTA COATING SYS LTD	80,702	$1.789M	0.2%	$20.46	+13.3%	COM	G0750C108
CHGG	CHEGG INC	24,771	$1.77M	0.2%	$73.63	0.0%	COM	163092109
—	ANGI HOMESERVICES INC	158,448	$1.758M	0.2%	$11.10	—	COM CL A	00183L102
—	HOLLYFRONTIER CORP	88,900	$1.752M	0.2%	$19.71	—	COM	436106108
ZM	ZOOM VIDEO COMMUNICATIONS IN	3,483	$1.637M	0.1%	$179.93	+77.7%	CL A	98980L101
FOXA	FOX CORP	58,628	$1.632M	0.1%	$24.66	0.0%	CL A COM	35137L105
EA	ELECTRONIC ARTS INC	12,483	$1.628M	0.1%	$114.88	+15.4%	COM	285512109
—	BIOHAVEN PHARMACTL HLDG CO L	24,270	$1.578M	0.1%	$65.02	—	COM	G11196105
—	SWITCHBACK ENERGY ACQUISTN C	100,000	$1.56M	0.1%	$15.60	—	COM CL A	87105M102
—	DISCOVERY INC	70,527	$1.535M	0.1%	$21.76	—	COM SER A	25470F104
SGI	TEMPUR SEALY INTL INC	16,583	$1.479M	0.1%	$20.39	+1.4%	COM	88023U101
RGEN	REPLIGEN CORP	9,976	$1.472M	0.1%	$117.64	+21.5%	COM	759916109
RKT	ROCKET COS INC	72,770	$1.45M	0.1%	$19.59	0.0%	COM CL A	77311W101
WDAY	WORKDAY INC	6,565	$1.412M	0.1%	$161.65	+22.4%	CL A	98138H101
WRB	BERKLEY W R CORP	22,999	$1.406M	0.1%	$24.25	0.0%	COM	084423102
SU	SUNCOR ENERGY INC NEW	115,023	$1.405M	0.1%	$14.49	-12.6%	COM	867224107
LULU	LULULEMON ATHLETICA INC	4,138	$1.363M	0.1%	$333.72	0.0%	COM	550021109
VRT	VERTIV HOLDINGS CO	75,022	$1.299M	0.1%	$11.59	+34.4%	COM CL A	92537N108
—	PLURALSIGHT INC	75,021	$1.285M	0.1%	$17.13	—	COM CL A	72941B106
FOUR	SHIFT4 PMTS INC	26,457	$1.279M	0.1%	$44.42	0.0%	CL A	82452J109
PTC	PTC INC	14,722	$1.218M	0.1%	$70.85	+20.2%	COM	69370C100
—	PROS HOLDINGS INC	38,020	$1.214M	0.1%	$44.44	—	COM	74346Y103
—	SPIRIT AEROSYSTEMS HLDGS INC	62,581	$1.183M	0.1%	$18.90	—	COM CL A	848574109
MET	METLIFE INC	31,555	$1.173M	0.1%	$28.97	+10.5%	COM	59156R108
CHWY	CHEWY INC	20,654	$1.132M	0.1%	$45.01	+19.9%	CL A	16679L109
MHK	MOHAWK INDS INC	11,416	$1.114M	0.1%	$89.92	0.0%	COM	608190104
ORLY	OREILLY AUTOMOTIVE INC	2,409	$1.111M	0.1%	$26.14	+16.3%	COM	67103H107
LNC	LINCOLN NATL CORP IND	33,817	$1.059M	0.1%	$27.31	0.0%	COM	534187109
—	QURATE RETAIL INC	139,971	$1.005M	0.1%	$7.18	—	COM SER A	74915M100
APPN	APPIAN CORP	14,900	$965K	0.1%	$54.11	0.0%	CL A	03782L101
NKE	NIKE INC	7,447	$935K	0.1%	$99.64	0.0%	CL B	654106103
MDB	MONGODB INC	3,983	$922K	0.1%	$216.77	0.0%	CL A	60937P106
GOOGL	ALPHABET INC	625	$916K	0.1%	$75.62	0.0%	CAP STK CL A	02079K305
SMG	SCOTTS MIRACLE GRO CO	5,722	$875K	0.1%	$125.65	0.0%	CL A	810186106
EQH	EQUITABLE HLDGS INC	46,174	$842K	0.1%	$15.49	+13.6%	COM	29452E101
BLMN	BLOOMIN BRANDS INC	53,898	$823K	0.1%	$10.91	0.0%	COM	094235108
EGHT	8X8 INC NEW	52,245	$812K	0.1%	$16.08	0.0%	COM	282914100
BURL	BURLINGTON STORES INC	3,891	$802K	0.1%	$194.78	0.0%	COM	122017106
MANH	MANHATTAN ASSOCS INC	8,248	$788K	0.1%	$94.67	0.0%	COM	562750109
BHF	BRIGHTHOUSE FINL INC	29,287	$788K	0.1%	$27.57	+5.4%	COM	10922N103
—	MEDALLIA INC	28,351	$777K	0.1%	$27.41	—	COM	584021109
—	PDC ENERGY INC	61,245	$759K	0.1%	$14.93	—	COM	69327R101
SDCCQ	SMILEDIRECTCLUB INC	64,382	$752K	0.1%	$9.19	0.0%	CL A COM	83192H106
CVE	CENOVUS ENERGY INC	167,073	$651K	0.1%	$3.47	+19.4%	COM	15135U109
AES	AES CORP	35,802	$648K	0.1%	$13.76	0.0%	COM	00130H105
HSY	HERSHEY CO	4,492	$644K	0.1%	$124.18	+0.5%	COM	427866108
AAPL	APPLE INC	5,513	$638K	0.1%	$105.97	0.0%	COM	037833100
—	TREAN INS GROUP INC	36,160	$551K	0.0%	$15.24	—	COM	89457R101
DD	DUPONT DE NEMOURS INC	9,028	$501K	0.0%	$17.44	+20.9%	COM	26614N102
CAH	CARDINAL HEALTH INC	10,591	$497K	0.0%	$43.85	+1.7%	COM	14149Y108
WMT	WALMART INC	3,401	$476K	0.0%	$41.31	0.0%	COM	931142103
EQT	EQT CORP	18,132	$234K	0.0%	$13.78	0.0%	COM	26884L109
—	DUCK CREEK TECHNOLOGIES INC	4,781	$217K	0.0%	$45.39	—	SHS	264120106