Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	38,931	$7.395M	2.1%	$65.14	-37.9%	COM	037833100
MSFT	MICROSOFT CORP	54,861	$6.47M	1.9%	$40.39	+153.2%	COM	594918104
META	FACEBOOK INC	36,919	$6.154M	1.8%	$89.52	+76.4%	CL A	30303M102
GOOGL	ALPHABET INC	3,575	$4.207M	1.2%	$38.57	+45.3%	CAP STK CL A	02079K305
ATHM	AUTOHOME INC	39,037	$4.104M	1.2%	$48.15	—	SP ADR RP CL A	05278C107
KLAC	KLA-TENCOR CORP	33,273	$3.973M	1.2%	$89.72	+9.3%	COM	482480100
CVX	CHEVRON CORP NEW	29,870	$3.679M	1.1%	$66.43	+31.7%	COM	166764100
JNJ	JOHNSON & JOHNSON	25,636	$3.584M	1.0%	$80.69	+36.7%	COM	478160104
MDT	MEDTRONIC PLC	36,943	$3.365M	1.0%	$65.67	+13.2%	SHS	G5960L103
AMZN	AMAZON COM INC	1,813	$3.229M	0.9%	$127.97	-35.0%	COM	023135106
SWKS	SKYWORKS SOLUTIONS INC	38,898	$3.208M	0.9%	$66.42	-1.2%	COM	83088M102
PG	PROCTER AND GAMBLE CO	28,356	$2.95M	0.9%	$64.28	+27.7%	COM	742718109
CTAS	CINTAS CORP	14,459	$2.922M	0.8%	$22.62	+100.4%	COM	172908105
LOW	LOWES COS INC	26,174	$2.865M	0.8%	$63.28	+39.2%	COM	548661107
FOXF	FOX FACTORY HLDG CORP	40,266	$2.814M	0.8%	$26.35	+140.8%	COM	35138V102
PAYC	PAYCOM SOFTWARE INC	14,694	$2.779M	0.8%	$115.50	+37.8%	COM	70432V102
GPC	GENUINE PARTS CO	24,578	$2.753M	0.8%	$68.46	+23.8%	COM	372460105
PEP	PEPSICO INC	22,395	$2.745M	0.8%	$75.42	+22.6%	COM	713448108
—	LAM RESEARCH CORP	15,233	$2.727M	0.8%	$153.37	—	COM	512807108
CPRT	COPART INC	44,612	$2.703M	0.8%	$8.74	+55.4%	COM	217204106
—	INGERSOLL-RAND PLC	24,977	$2.696M	0.8%	$95.39	—	SHS	G47791101
APD	AIR PRODS & CHEMS INC	13,692	$2.615M	0.8%	$104.06	+39.9%	COM	009158106
EMR	EMERSON ELEC CO	37,665	$2.579M	0.7%	$43.21	+29.6%	COM	291011104
ULTA	ULTA BEAUTY INC	7,181	$2.504M	0.7%	$287.45	+5.2%	COM	90384S303
ITW	ILLINOIS TOOL WKS INC	17,388	$2.496M	0.7%	$90.48	+29.3%	COM	452308109
CLX	CLOROX CO DEL	15,120	$2.426M	0.7%	$94.73	+33.9%	COM	189054109
DG	DOLLAR GEN CORP NEW	20,140	$2.403M	0.7%	$59.27	+79.3%	COM	256677105
CDNS	CADENCE DESIGN SYSTEM INC	37,324	$2.37M	0.7%	$40.65	+30.3%	COM	127387108
GWW	GRAINGER W W INC	7,786	$2.343M	0.7%	$176.05	+54.3%	COM	384802104
MMM	3M CO	11,227	$2.333M	0.7%	$99.01	+32.4%	COM	88579Y101
ODFL	OLD DOMINION FREIGHT LINE IN	16,051	$2.318M	0.7%	$28.83	+57.1%	COM	679580100
TRU	TRANSUNION	34,013	$2.273M	0.7%	$49.27	+21.7%	COM	89400J107
UNP	UNION PACIFIC CORP	13,596	$2.273M	0.7%	$83.29	+65.8%	COM	907818108
KMB	KIMBERLY CLARK CORP	18,295	$2.267M	0.7%	$80.25	+13.8%	COM	494368103
AZO	AUTOZONE INC	2,156	$2.208M	0.6%	$737.46	+21.7%	COM	053332102
—	WALGREENS BOOTS ALLIANCE INC	34,513	$2.184M	0.6%	$75.34	—	COM	931427108
ABBV	ABBVIE INC	26,938	$2.171M	0.6%	$73.94	-17.5%	COM	00287Y109
CMI	CUMMINS INC	13,622	$2.151M	0.6%	$119.88	+4.9%	COM	231021106
—	XILINX INC	16,916	$2.145M	0.6%	$85.97	—	COM	983919101
ECL	ECOLAB INC	12,070	$2.131M	0.6%	$110.75	+36.3%	COM	278865100
ROST	ROSS STORES INC	22,830	$2.126M	0.6%	$53.62	+59.8%	COM	778296103
MKC	MCCORMICK & CO INC	13,661	$2.058M	0.6%	$36.33	+62.7%	COM NON VTG	579780206
ABT	ABBOTT LABS	24,992	$1.998M	0.6%	$39.71	+66.4%	COM	002824100
AMAT	APPLIED MATLS INC	49,550	$1.965M	0.6%	$34.53	+2.3%	COM	038222105
NUE	NUCOR CORP	33,532	$1.957M	0.6%	$51.08	-0.8%	COM	670346105
SCCO	SOUTHERN COPPER CORP	49,244	$1.954M	0.6%	$26.64	-8.4%	COM	84265V105
APH	AMPHENOL CORP NEW	20,569	$1.943M	0.6%	$18.70	+11.9%	CL A	032095101
DOV	DOVER CORP	20,672	$1.939M	0.6%	$49.70	+57.3%	COM	260003108
ADP	AUTOMATIC DATA PROCESSING IN	12,015	$1.919M	0.6%	$71.46	+75.5%	COM	053015103
WAT	WATERS CORP	7,514	$1.891M	0.5%	$176.39	+29.2%	COM	941848103
MCO	MOODYS CORP	10,221	$1.851M	0.5%	$141.55	+9.5%	COM	615369105
EL	LAUDER ESTEE COS INC	11,098	$1.837M	0.5%	$83.50	+61.1%	CL A	518439104
LLY	LILLY ELI & CO	13,994	$1.816M	0.5%	$55.70	+99.2%	COM	532457108
ROP	ROPER TECHNOLOGIES INC	5,282	$1.806M	0.5%	$264.09	+10.4%	COM	776696106
DCI	DONALDSON INC	35,639	$1.784M	0.5%	$38.08	+13.6%	COM	257651109
PLD	PROLOGIS INC	24,543	$1.766M	0.5%	$50.95	+10.6%	COM	74340W103
SLB	SCHLUMBERGER LTD	39,558	$1.724M	0.5%	$52.47	-31.9%	COM	806857108
GLW	CORNING INC	51,895	$1.718M	0.5%	$21.75	+24.3%	COM	219350105
FDS	FACTSET RESH SYS INC	6,908	$1.715M	0.5%	$137.18	+52.5%	COM	303075105
—	DOWDUPONT INC	32,142	$1.713M	0.5%	$66.02	—	COM	26078J100
—	ASPEN TECHNOLOGY INC	16,266	$1.696M	0.5%	$67.65	—	COM	045327103
AOS	SMITH A O CORP	31,774	$1.694M	0.5%	$52.15	-16.0%	COM	831865209
AAON	AAON INC	36,605	$1.69M	0.5%	$19.29	+31.1%	COM PAR $0.004	000360206
—	LINDE PLC	9,423	$1.658M	0.5%	$172.40	—	COM	G5494J103
—	LIFE STORAGE INC	17,033	$1.657M	0.5%	$94.46	—	COM	53223X107
RIO	RIO TINTO PLC	27,886	$1.641M	0.5%	$54.84	—	SPONSORED ADR	767204100
ELS	EQUITY LIFESTYLE PPTYS INC	14,292	$1.634M	0.5%	$80.03	—	COM	29472R108
BDX	BECTON DICKINSON & CO	6,529	$1.631M	0.5%	$212.74	0.0%	COM	075887109
TFX	TELEFLEX INC	5,360	$1.619M	0.5%	$245.50	+9.1%	COM	879369106
BL	BLACKLINE INC	34,851	$1.614M	0.5%	$47.40	-0.8%	COM	09239B109
VFC	V F CORP	18,310	$1.591M	0.5%	$74.74	+4.4%	COM	918204108
CRI	CARTERS INC	15,709	$1.583M	0.5%	$64.07	+12.3%	COM	146229109
HEI/A	HEICO CORP NEW	18,574	$1.561M	0.5%	$38.38	+89.2%	CL A	422806208
SHW	SHERWIN WILLIAMS CO	3,619	$1.559M	0.5%	$94.42	+38.6%	COM	824348106
CHD	CHURCH & DWIGHT INC	21,754	$1.55M	0.4%	$51.51	+17.7%	COM	171340102
MTD	METTLER TOLEDO INTERNATIONAL	2,119	$1.532M	0.4%	$292.33	+122.4%	COM	592688105
BAH	BOOZ ALLEN HAMILTON HLDG COR	26,334	$1.531M	0.4%	$30.74	+49.2%	CL A	099502106
MGA	MAGNA INTL INC	31,380	$1.528M	0.4%	$45.66	-11.4%	COM	559222401
RYAAY	RYANAIR HLDGS PLC	20,377	$1.527M	0.4%	$79.16	—	SPONSORED ADS	783513203
WY	WEYERHAEUSER CO	57,842	$1.524M	0.4%	$23.98	-19.5%	COM	962166104
—	APTIV PLC	18,983	$1.509M	0.4%	$82.21	—	SHS	G6095L109
NOW	SERVICENOW INC	6,096	$1.503M	0.4%	$20.26	+117.0%	COM	81762P102
—	ANSYS INC	8,096	$1.479M	0.4%	$130.33	—	COM	03662Q105
KO	COCA COLA CO	31,527	$1.477M	0.4%	$34.77	+8.7%	COM	191216100
AMT	AMERICAN TOWER CORP NEW	7,447	$1.468M	0.4%	$115.91	+26.0%	COM	03027X100
XOM	EXXON MOBIL CORP	17,771	$1.436M	0.4%	$55.22	+0.4%	COM	30231G102
EQIX	EQUINIX INC	3,162	$1.433M	0.4%	$269.83	+32.7%	COM	29444U700
MRK	MERCK & CO INC	16,585	$1.379M	0.4%	$39.17	+53.9%	COM	58933Y105
CL	COLGATE PALMOLIVE CO	20,103	$1.378M	0.4%	$57.72	-4.7%	COM	194162103
RBC	RBC BEARINGS INC	10,688	$1.359M	0.4%	$93.02	+44.4%	COM	75524B104
ORLY	O REILLY AUTOMOTIVE INC NEW	3,490	$1.355M	0.4%	$16.94	+42.8%	COM	67103H107
SBUX	STARBUCKS CORP	17,898	$1.331M	0.4%	$44.56	+33.0%	COM	855244109
AMD	ADVANCED MICRO DEVICES INC	51,852	$1.323M	0.4%	$13.33	+70.3%	COM	007903107
LEA	LEAR CORP	9,661	$1.311M	0.4%	$120.84	+5.2%	COM NEW	521865204
CRM	SALESFORCE COM INC	8,241	$1.305M	0.4%	$73.02	+109.7%	COM	79466L302
—	CITRIX SYS INC	12,997	$1.295M	0.4%	$80.02	—	COM	177376100
SWK	STANLEY BLACK & DECKER INC	9,512	$1.295M	0.4%	$73.27	+45.6%	COM	854502101
ADM	ARCHER DANIELS MIDLAND CO	29,963	$1.292M	0.4%	$33.23	+5.0%	COM	039483102
PKG	PACKAGING CORP AMER	13,002	$1.292M	0.4%	$77.76	-1.0%	COM	695156109
FFIV	F5 NETWORKS INC	8,180	$1.284M	0.4%	$146.79	+9.6%	COM	315616102
AVB	AVALONBAY CMNTYS INC	6,394	$1.283M	0.4%	$127.25	+18.3%	COM	053484101
ROK	ROCKWELL AUTOMATION INC	7,300	$1.281M	0.4%	$120.38	+24.6%	COM	773903109
CCI	CROWN CASTLE INTL CORP NEW	9,873	$1.264M	0.4%	$77.91	+12.1%	COM	22822V101
PSA	PUBLIC STORAGE	5,788	$1.261M	0.4%	$137.02	+14.7%	COM	74460D109
JBHT	HUNT J B TRANS SVCS INC	12,319	$1.248M	0.4%	$84.50	+15.1%	COM	445658107
NVO	NOVO-NORDISK A S	23,739	$1.242M	0.4%	$45.93	—	ADR	670100205
INTC	INTEL CORP	22,876	$1.228M	0.4%	$32.80	+33.6%	COM	458140100
FAST	FASTENAL CO	19,009	$1.222M	0.4%	$10.24	+23.3%	COM	311900104
INTU	INTUIT	4,664	$1.219M	0.4%	$133.68	+65.3%	COM	461202103
GDDY	GODADDY INC	16,199	$1.218M	0.4%	$54.22	+29.7%	CL A	380237107
—	TIFFANY & CO NEW	11,496	$1.213M	0.4%	$83.83	—	COM	886547108
CSCO	CISCO SYS INC	22,413	$1.21M	0.4%	$35.72	+10.6%	COM	17275R102
OLLI	OLLIES BARGAIN OUTLT HLDGS I	14,132	$1.206M	0.3%	$22.82	+253.2%	COM	681116109
LEG	LEGGETT & PLATT INC	27,893	$1.178M	0.3%	$42.38	-0.8%	COM	524660107
EQR	EQUITY RESIDENTIAL	15,086	$1.136M	0.3%	$44.89	+23.8%	SH BEN INT	29476L107
BBY	BEST BUY INC	15,664	$1.113M	0.3%	$42.22	+13.0%	COM	086516101
—	HILL ROM HLDGS INC	10,514	$1.113M	0.3%	$92.43	—	COM	431475102
ADBE	ADOBE INC	4,147	$1.105M	0.3%	$114.13	+120.9%	COM	00724F101
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	15,208	$1.102M	0.3%	$50.46	+25.3%	CL A	192446102
WDAY	WORKDAY INC	5,675	$1.094M	0.3%	$96.18	+89.1%	CL A	98138H101
XYZ	SQUARE INC	14,449	$1.083M	0.3%	$43.64	+66.1%	CL A	852234103
TPR	TAPESTRY INC	33,154	$1.077M	0.3%	$34.41	-15.4%	COM	876030107
—	WABCO HLDGS INC	8,094	$1.067M	0.3%	$111.55	—	COM	92927K102
—	TWITTER INC	32,282	$1.061M	0.3%	$31.93	—	COM	90184L102
CHRW	C H ROBINSON WORLDWIDE INC	12,113	$1.054M	0.3%	$67.05	+11.0%	COM NEW	12541W209
LUV	SOUTHWEST AIRLS CO	20,250	$1.051M	0.3%	$33.99	+42.1%	COM	844741108
AVGO	BROADCOM INC	3,489	$1.049M	0.3%	$19.70	+14.1%	COM	11135F101
—	FEDERAL REALTY INVT TR	7,592	$1.047M	0.3%	$140.66	—	SH BEN INT NEW	313747206
GIL	GILDAN ACTIVEWEAR INC	29,041	$1.045M	0.3%	$26.76	+14.0%	COM	375916103
—	CORESITE RLTY CORP	9,543	$1.021M	0.3%	$83.62	—	COM	21870Q105
MAS	MASCO CORP	25,535	$1.004M	0.3%	$30.91	+3.2%	COM	574599106
ABBNY	ABB LTD	53,063	$1.001M	0.3%	$20.68	—	SPONSORED ADR	000375204
—	ARISTA NETWORKS INC	3,135	$986K	0.3%	$194.13	—	COM	040413106
DXCM	DEXCOM INC	8,272	$985K	0.3%	$22.33	+57.4%	COM	252131107
HSIC	HENRY SCHEIN INC	16,230	$976K	0.3%	$67.88	-11.1%	COM	806407102
—	AVALARA INC	17,366	$969K	0.3%	$55.79	—	COM	05338G106
HXL	HEXCEL CORP NEW	13,999	$968K	0.3%	$64.68	+4.0%	COM	428291108
LECO	LINCOLN ELEC HLDGS INC	11,506	$965K	0.3%	$90.51	-6.3%	COM	533900106
AZN	ASTRAZENECA PLC	23,812	$963K	0.3%	$34.19	—	SPONSORED ADR	046353108
CCEP	COCA COLA EUROPEAN PARTNERS	18,592	$962K	0.3%	$37.78	+2.9%	SHS	G25839104
NVS	NOVARTIS A G	9,943	$956K	0.3%	$73.65	—	SPONSORED ADR	66987V109
MNST	MONSTER BEVERAGE CORP NEW	17,456	$953K	0.3%	$25.69	+10.9%	COM	61174X109
EPAM	EPAM SYS INC	5,632	$953K	0.3%	$134.68	+11.3%	COM	29414B104
A	AGILENT TECHNOLOGIES INC	11,819	$950K	0.3%	$72.29	0.0%	COM	00846U101
—	SPIRIT AEROSYSTEMS HLDGS INC	10,362	$948K	0.3%	$73.87	—	COM CL A	848574109
PAC	GPO AEROPORTUARIO DEL PAC SA	10,545	$938K	0.3%	$98.35	—	SPON ADR B	400506101
BMY	BRISTOL MYERS SQUIBB CO	19,619	$936K	0.3%	$44.49	-13.9%	COM	110122108
—	LHC GROUP INC	8,387	$930K	0.3%	$86.45	—	COM	50187A107
ASML	ASML HOLDING N V	4,935	$928K	0.3%	$105.81	—	N Y REGISTRY SHS	N07059210
TYL	TYLER TECHNOLOGIES INC	4,540	$928K	0.3%	$184.02	+7.6%	COM	902252105
DLR	DIGITAL RLTY TR INC	7,725	$919K	0.3%	$80.46	+9.1%	COM	253868103
SYK	STRYKER CORP	4,564	$902K	0.3%	$85.31	+95.9%	COM	863667101
PNR	PENTAIR PLC	20,149	$897K	0.3%	$41.18	-8.4%	SHS	G7S00T104
OMCL	OMNICELL INC	10,992	$889K	0.3%	$48.65	+53.9%	COM	68213N109
BKNG	BOOKING HLDGS INC	505	$880K	0.3%	$1935.39	-9.3%	COM	09857L108
GAP	GAP INC	33,377	$874K	0.3%	$20.47	-2.2%	COM	364760108
SAP	SAP SE	7,549	$872K	0.3%	$77.55	—	SPON ADR	803054204
PHG	KONINKLIJKE PHILIPS N V	21,107	$862K	0.2%	$29.75	—	NY REG SH NEW	500472303
—	FORWARD AIR CORP	13,320	$862K	0.2%	$47.31	—	COM	349853101
—	MAXIM INTEGRATED PRODS INC	15,822	$841K	0.2%	$53.17	—	COM	57772K101
AMN	AMN HEALTHCARE SERVICES INC	17,816	$839K	0.2%	$35.13	+57.8%	COM	001744101
STLD	STEEL DYNAMICS INC	23,747	$838K	0.2%	$30.11	+1.8%	COM	858119100
OXY	OCCIDENTAL PETE CORP	12,579	$833K	0.2%	$67.36	-16.2%	COM	674599105
IDA	IDACORP INC	8,343	$830K	0.2%	$96.47	+0.6%	COM	451107106
EXR	EXTRA SPACE STORAGE INC	8,132	$829K	0.2%	$63.34	+17.1%	COM	30225T102
—	DUKE REALTY CORP	26,985	$825K	0.2%	$28.65	—	COM NEW	264411505
TJX	TJX COS INC NEW	14,895	$793K	0.2%	$38.22	+19.0%	COM	872540109
O	REALTY INCOME CORP	10,594	$779K	0.2%	$34.75	+36.8%	COM	756109104
—	BARRICK GOLD CORPORATION	56,484	$774K	0.2%	$13.71	—	COM	067901108
EXPE	EXPEDIA GROUP INC	6,356	$756K	0.2%	$123.98	-4.2%	COM NEW	30212P303
ESS	ESSEX PPTY TR INC	2,607	$754K	0.2%	$177.98	+20.7%	COM	297178105
AMGN	AMGEN INC	3,927	$746K	0.2%	$156.83	-1.4%	COM	031162100
—	TE CONNECTIVITY LTD	9,177	$741K	0.2%	$57.02	—	REG SHS	H84989104
EXEL	EXELIXIS INC	30,819	$733K	0.2%	$18.06	+26.3%	COM	30161Q104
—	IHS MARKIT LTD	13,304	$723K	0.2%	$54.38	—	SHS	G47567105
CPT	CAMDEN PPTY TR	7,119	$723K	0.2%	$69.93	+8.7%	SH BEN INT	133131102
DORM	DORMAN PRODUCTS INC	7,986	$703K	0.2%	$61.48	+41.4%	COM	258278100
NEM	NEWMONT MNG CORP	19,622	$702K	0.2%	$27.34	0.0%	COM	651639106
PANW	PALO ALTO NETWORKS INC	2,889	$702K	0.2%	$21.14	+75.5%	COM	697435105
IPGP	IPG PHOTONICS CORP	4,622	$702K	0.2%	$105.46	+34.2%	COM	44980X109
JAZZ	JAZZ PHARMACEUTICALS PLC	4,889	$699K	0.2%	$167.58	-22.2%	SHS USD	G50871105
BFAM	BRIGHT HORIZONS FAM SOL IN D	5,480	$697K	0.2%	$119.20	0.0%	COM	109194100
SXT	SENSIENT TECHNOLOGIES CORP	10,255	$695K	0.2%	$54.87	+14.8%	COM	81725T100
HOLX	HOLOGIC INC	14,212	$688K	0.2%	$41.69	+8.2%	COM	436440101
IART	INTEGRA LIFESCIENCES HLDGS C	12,270	$684K	0.2%	$44.12	+15.4%	COM NEW	457985208
EHC	ENCOMPASS HEALTH CORP	11,609	$678K	0.2%	$54.66	-15.1%	COM	29261A100
AKAM	AKAMAI TECHNOLOGIES INC	9,309	$668K	0.2%	$66.57	+1.9%	COM	00971T101
ON	ON SEMICONDUCTOR CORP	32,406	$667K	0.2%	$21.64	-4.6%	COM	682189105
HP	HELMERICH & PAYNE INC	11,925	$663K	0.2%	$73.83	-26.2%	COM	423452101
FELE	FRANKLIN ELEC INC	12,854	$657K	0.2%	$32.69	+40.2%	COM	353514102
ZBRA	ZEBRA TECHNOLOGIES CORP	3,123	$654K	0.2%	$160.85	+17.0%	CL A	989207105
RPM	RPM INTL INC	11,258	$653K	0.2%	$54.92	+3.4%	COM	749685103
—	SPLUNK INC	5,174	$645K	0.2%	$64.52	—	COM	848637104
CHE	CHEMED CORP NEW	2,008	$643K	0.2%	$311.08	-3.5%	COM	16359R103
PSX	PHILLIPS 66	6,699	$638K	0.2%	$55.39	+29.9%	COM	718546104
DAL	DELTA AIR LINES INC DEL	12,341	$637K	0.2%	$43.13	+8.4%	COM NEW	247361702
BCPC	BALCHEM CORP	6,695	$621K	0.2%	$57.11	+45.6%	COM	057665200
MASI	MASIMO CORP	4,473	$618K	0.2%	$52.34	+139.9%	COM	574795100
INCY	INCYTE CORP	7,162	$616K	0.2%	$70.57	+15.3%	COM	45337C102
LTC	LTC PPTYS INC	13,135	$602K	0.2%	$44.94	—	COM	502175102
—	BARNES GROUP INC	11,682	$601K	0.2%	$37.10	—	COM	067806109
WLK	WESTLAKE CHEM CORP	8,748	$594K	0.2%	$78.90	-17.9%	COM	960413102
—	NATIONAL OILWELL VARCO INC	21,903	$583K	0.2%	$49.27	—	COM	637071101
BMRN	BIOMARIN PHARMACEUTICAL INC	6,545	$581K	0.2%	$72.15	+28.5%	COM	09061G101
TTEK	TETRA TECH INC NEW	9,756	$581K	0.2%	$11.53	-2.8%	COM	88162G103
TWLO	TWILIO INC	4,486	$580K	0.2%	$89.64	+25.6%	CL A	90138F102
IT	GARTNER INC	3,773	$572K	0.2%	$102.45	+35.5%	COM	366651107
KFRC	KFORCE INC	16,227	$570K	0.2%	$22.26	+55.8%	COM	493732101
GLD	SPDR GOLD TRUST	4,656	$568K	0.2%	$127.76	—	GOLD SHS	78463V107
USPH	U S PHYSICAL THERAPY INC	5,335	$560K	0.2%	$71.06	+51.3%	COM	90337L108
VEEV	VEEVA SYS INC	4,350	$552K	0.2%	$73.79	+52.8%	CL A COM	922475108
FMC	F M C CORP	7,108	$546K	0.2%	$60.42	0.0%	COM NEW	302491303
PVH	PVH CORP	4,477	$546K	0.2%	$131.72	-17.7%	COM	693656100
SMP	STANDARD MTR PRODS INC	11,064	$543K	0.2%	$49.49	-0.3%	COM	853666105
CHH	CHOICE HOTELS INTL INC	6,953	$541K	0.2%	$75.23	-2.4%	COM	169905106
CNXN	PC CONNECTION INC	14,371	$527K	0.2%	$34.22	-1.5%	COM	69318J100
SPG	SIMON PPTY GROUP INC NEW	2,861	$521K	0.2%	$121.59	0.0%	COM	828806109
XYL	XYLEM INC	6,592	$521K	0.2%	$67.22	0.0%	COM	98419M100
—	TABLEAU SOFTWARE INC	4,047	$515K	0.1%	$66.23	—	CL A	87336U105
—	NAVIGANT CONSULTING INC	26,311	$512K	0.1%	$15.65	—	COM	63935N107
ANGO	ANGIODYNAMICS INC	22,378	$512K	0.1%	$22.00	-1.3%	COM	03475V101
ADC	AGREE REALTY CORP	7,372	$511K	0.1%	$62.11	—	COM	008492100
—	HD SUPPLY HLDGS INC	11,736	$509K	0.1%	$41.40	—	COM	40416M105
ALLE	ALLEGION PUB LTD CO	5,560	$504K	0.1%	$78.88	+1.1%	ORD SHS	G0176J109
BABA	ALIBABA GROUP HLDG LTD	2,729	$498K	0.1%	$170.50	—	SPONSORED ADS	01609W102
REG	REGENCY CTRS CORP	7,364	$497K	0.1%	$48.44	-0.9%	COM	758849103
LFUS	LITTELFUSE INC	2,721	$497K	0.1%	$74.98	+146.2%	COM	537008104
ETN	EATON CORP PLC	5,956	$480K	0.1%	$64.22	+3.5%	SHS	G29183103
—	SAGE THERAPEUTICS INC	3,007	$478K	0.1%	$159.05	—	COM	78667J108
MDLZ	MONDELEZ INTL INC	9,553	$477K	0.1%	$38.76	0.0%	CL A	609207105
EXPD	EXPEDITORS INTL WASH INC	6,210	$471K	0.1%	$66.40	0.0%	COM	302130109
ARE	ALEXANDRIA REAL ESTATE EQ IN	3,257	$464K	0.1%	$101.57	0.0%	COM	015271109
ADI	ANALOG DEVICES INC	4,344	$457K	0.1%	$81.92	+8.0%	COM	032654105
TECH	BIO TECHNE CORP	2,268	$450K	0.1%	$42.43	+2.8%	COM	09073M104
DGX	QUEST DIAGNOSTICS INC	4,932	$443K	0.1%	$75.54	0.0%	COM	74834L100
MAA	MID AMER APT CMNTYS INC	3,938	$431K	0.1%	$69.54	+17.2%	COM	59522J103
BKR	BAKER HUGHES A GE CO	15,445	$428K	0.1%	$25.38	-18.2%	CL A	05722G100
—	ATLASSIAN CORP PLC	3,801	$427K	0.1%	$96.14	—	CL A	G06242104
SIMO	SILICON MOTION TECHNOLOGY CO	10,590	$420K	0.1%	$39.98	—	SPONSORED ADR	82706C108
—	MARVELL TECHNOLOGY GROUP LTD	20,948	$417K	0.1%	$15.92	—	ORD	G5876H105
—	SYKES ENTERPRISES INC	14,697	$416K	0.1%	$31.09	—	COM	871237103
SUI	SUN CMNTYS INC	3,436	$407K	0.1%	$102.34	—	COM	866674104
TSCO	TRACTOR SUPPLY CO	4,129	$404K	0.1%	$12.33	+32.5%	COM	892356106
GRMN	GARMIN LTD	4,656	$402K	0.1%	$41.54	+54.6%	SHS	H2906T109
HSY	HERSHEY CO	3,439	$395K	0.1%	$90.07	+3.0%	COM	427866108
—	BLUEBIRD BIO INC	2,422	$381K	0.1%	$157.33	—	COM	09609G100
BIIB	BIOGEN INC	1,598	$378K	0.1%	$280.87	+12.1%	COM	09062X103
LZB	LA Z BOY INC	11,424	$377K	0.1%	$31.58	0.0%	COM	505336107
UDR	UDR INC	8,253	$375K	0.1%	$31.32	+7.9%	COM	902653104
AMBA	AMBARELLA INC	8,525	$368K	0.1%	$57.34	-31.0%	SHS	G037AX101
CGNX	COGNEX CORP	7,232	$368K	0.1%	$49.79	-9.9%	COM	192422103
—	CYPRESS SEMICONDUCTOR CORP	23,893	$356K	0.1%	$13.62	—	COM	232806109
WCN	WASTE CONNECTIONS INC	4,003	$355K	0.1%	$72.70	+8.1%	COM	94106B101
VREX	VAREX IMAGING CORP	10,275	$348K	0.1%	$30.22	0.0%	COM	92214X106
CRS	CARPENTER TECHNOLOGY CORP	7,583	$348K	0.1%	$47.40	-16.9%	COM	144285103
MEI	METHODE ELECTRS INC	12,020	$346K	0.1%	$28.98	-20.5%	COM	591520200
BWA	BORGWARNER INC	8,574	$329K	0.1%	$33.38	-7.0%	COM	099724106
—	CAMBREX CORP	8,436	$328K	0.1%	$52.79	—	COM	132011107
ILMN	ILLUMINA INC	1,040	$323K	0.1%	$197.77	+47.5%	COM	452327109
—	ALEXION PHARMACEUTICALS INC	2,312	$313K	0.1%	$105.27	—	COM	015351109
EOG	EOG RES INC	3,231	$308K	0.1%	$62.63	+14.8%	COM	26875P101
—	PROS HOLDINGS INC	7,263	$307K	0.1%	$35.02	—	COM	74346Y103
Z	ZILLOW GROUP INC	8,761	$304K	0.1%	$45.34	-21.3%	CL C CAP STK	98954M200
TRMB	TRIMBLE INC	7,521	$304K	0.1%	$39.07	-2.9%	COM	896239100
CTS	CTS CORP	9,839	$289K	0.1%	$34.87	-18.5%	COM	126501105
KRC	KILROY RLTY CORP	3,743	$284K	0.1%	$71.48	—	COM	49427F108
DOX	AMDOCS LTD	5,204	$282K	0.1%	$48.68	0.0%	SHS	G02602103
—	ZENDESK INC	3,275	$278K	0.1%	$85.00	—	COM	98936J101
CSGP	COSTAR GROUP INC	579	$270K	0.1%	$42.61	-3.0%	COM	22160N109
—	COHERENT INC	1,897	$269K	0.1%	$141.71	—	COM	192479103
—	SKECHERS U S A INC	7,800	$262K	0.1%	$33.61	—	CL A	830566105
ALV	AUTOLIV INC	3,507	$258K	0.1%	$66.95	-1.8%	COM	052800109
HD	HOME DEPOT INC	1,335	$256K	0.1%	$94.06	+64.5%	COM	437076102
OKTA	OKTA INC	3,079	$255K	0.1%	$79.16	0.0%	CL A	679295105
—	PS BUSINESS PKS INC CALIF	1,619	$254K	0.1%	$95.04	—	COM	69360J107
NUS	NU SKIN ENTERPRISES INC	5,292	$253K	0.1%	$45.79	+3.6%	CL A	67018T105
—	SWITCH INC	23,752	$245K	0.1%	$10.80	—	CL A	87105L104
TSLA	TESLA INC	871	$244K	0.1%	$21.85	-8.1%	COM	88160R101
HLF	HERBALIFE NUTRITION LTD	4,525	$240K	0.1%	$55.24	+4.0%	COM SHS	G4412G101
—	ULTIMATE SOFTWARE GROUP INC	725	$239K	0.1%	$330.13	—	COM	90385D107
CVCO	CAVCO INDS INC DEL	1,997	$235K	0.1%	$87.86	+55.6%	COM	149568107
AVY	AVERY DENNISON CORP	2,060	$233K	0.1%	$91.54	0.0%	COM	053611109
LULU	LULULEMON ATHLETICA INC	1,395	$229K	0.1%	$146.04	0.0%	COM	550021109
HCSG	HEALTHCARE SVCS GRP INC	6,888	$227K	0.1%	$41.54	-7.8%	COM	421906108
SNAP	SNAP INC	20,325	$224K	0.1%	$8.50	0.0%	CL A	83304A106
ISRG	INTUITIVE SURGICAL INC	386	$220K	0.1%	$177.73	0.0%	COM NEW	46120E602
VMC	VULCAN MATLS CO	1,783	$211K	0.1%	$101.79	0.0%	COM	929160109
—	COVETRUS INC	6,492	$207K	0.1%	$31.85	—	COM	22304C100
—	REALPAGE INC	3,402	$206K	0.1%	$60.69	—	COM	75606N109
AZTA	BROOKS AUTOMATION INC	6,942	$204K	0.1%	$31.92	-7.9%	COM	114340102
MKSI	MKS INSTRUMENT INC	2,170	$202K	0.1%	$76.40	0.0%	COM	55306N104
—	NAVIOS MARITIME PARTNERS L P	18,000	$16,382	0.0%	$1.59	—	UNIT LPI	Y62267102