Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	APPLE INC	40,184	$10.22M	3.0%	$254.29 *	$57.85	+22.9%	COM	037833100
MSFT	MICROSOFT CORP	56,243	$8.87M	2.6%	$157.71	$84.84	+84.3%	COM	594918104
META	FACEBOOK INC	37,093	$6.187M	1.8%	$166.80 *	$138.88	+40.0%	CL A	30303M102
KLAC	KLA CORPORATION	32,718	$4.703M	1.4%	$143.74 *	$107.07	+40.3%	COM NEW	482480100
GOOGL	ALPHABET INC	3,779	$4.391M	1.3%	$1161.99 *	$48.92	+37.5%	CAP STK CL A	02079K305
DOCU	DOCUSIGN INC	42,287	$3.907M	1.1%	$92.40 *	$54.92	+46.4%	COM	256163106
JNJ	JOHNSON & JOHNSON	28,829	$3.78M	1.1%	$131.13 *	$97.55	+23.2%	COM	478160104
SWKS	SKYWORKS SOLUTIONS INC	40,618	$3.63M	1.1%	$89.38 *	$67.30	+37.6%	COM	83088M102
ODFL	OLD DOMINION FREIGHT LINE IN	27,452	$3.603M	1.0%	$131.26 *	$45.02	+43.7%	COM	679580100
—	CITRIX SYS INC	21,809	$3.087M	0.9%	$141.55	$105.90	—	COM	177376100
MDT	MEDTRONIC PLC	34,080	$3.073M	0.9%	$90.18	$76.61	+17.7%	SHS	G5960L103
PAYC	PAYCOM SOFTWARE INC	15,158	$3.062M	0.9%	$202.01 *	$176.64	+52.1%	COM	70432V102
PG	PROCTER & GAMBLE CO	26,466	$2.911M	0.8%	$110.00 *	$82.00	+26.6%	COM	742718109
CLX	CLOROX CO DEL	16,453	$2.85M	0.8%	$173.25 *	$113.92	+21.7%	COM	189054109
AMD	ADVANCED MICRO DEVICES INC	62,633	$2.849M	0.8%	$45.48 *	$18.38	+162.1%	COM	007903107
PEP	PEPSICO INC	22,810	$2.739M	0.8%	$120.10 *	$93.95	+20.0%	COM	713448108
ABBV	ABBVIE INC	34,874	$2.657M	0.8%	$76.19 *	$69.21	-2.9%	COM	00287Y109
ITW	ILLINOIS TOOL WKS INC	18,668	$2.653M	0.8%	$142.12 *	$111.81	+32.0%	COM	452308109
DG	DOLLAR GEN CORP NEW	17,424	$2.631M	0.8%	$151.01 *	$90.45	+57.3%	COM	256677105
—	LAM RESEARCH CORP	10,790	$2.59M	0.8%	$239.99	$198.33	—	COM	512807108
LOW	LOWES COS INC	29,675	$2.553M	0.7%	$86.05 *	$80.99	+21.3%	COM	548661107
—	TIFFANY & CO NEW	19,125	$2.477M	0.7%	$129.50	$97.39	—	COM	886547108
KMB	KIMBERLY CLARK CORP	18,768	$2.4M	0.7%	$127.87 *	$95.64	+17.2%	COM	494368103
MMM	3M CO	17,500	$2.389M	0.7%	$136.51 *	$107.67	-1.6%	COM	88579Y101
CDNS	CADENCE DESIGN SYSTEM INC	35,580	$2.35M	0.7%	$66.04 *	$54.54	+27.2%	COM	127387108
ROST	ROSS STORES INC	26,995	$2.348M	0.7%	$86.97 *	$75.57	+33.3%	COM	778296103
CVX	CHEVRON CORP NEW	31,255	$2.265M	0.7%	$72.46 *	$81.37	-6.6%	COM	166764100
TRU	TRANSUNION	34,043	$2.253M	0.7%	$66.18 *	$63.94	+31.3%	COM	89400J107
APD	AIR PRODS & CHEMS INC	11,241	$2.244M	0.7%	$199.62	$148.04	+33.1%	COM	009158106
CMI	CUMMINS INC	16,307	$2.207M	0.6%	$135.32	$131.58	+2.4%	COM	231021106
ALB	ALBEMARLE CORP	39,136	$2.206M	0.6%	$56.37 *	$62.17	+14.4%	COM	012653101
ELS	EQUITY LIFESTYLE PPTYS INC	37,372	$2.148M	0.6%	$57.48	$81.00	—	COM	29472R108
PLD	PROLOGIS INC.	26,102	$2.098M	0.6%	$80.37 *	$60.12	+23.3%	COM	74340W103
EQIX	EQUINIX INC	3,337	$2.084M	0.6%	$624.51 *	$376.32	+42.5%	COM	29444U700
BL	BLACKLINE INC	39,131	$2.059M	0.6%	$52.61 *	$48.92	+19.6%	COM	09239B109
GLW	CORNING INC	99,808	$2.05M	0.6%	$20.54 *	$23.96	-7.8%	COM	219350105
FDS	FACTSET RESH SYS INC	7,728	$2.014M	0.6%	$260.67	$206.57	+24.5%	COM	303075105
AMAT	APPLIED MATLS INC	43,730	$2.004M	0.6%	$45.82 *	$39.37	+38.0%	COM	038222105
—	ANSYS INC	8,539	$1.985M	0.6%	$232.46	$167.81	—	COM	03662Q105
VRSN	VERISIGN INC	10,957	$1.973M	0.6%	$180.09 *	$198.74	-1.9%	COM	92343E102
TGT	TARGET CORP	21,111	$1.963M	0.6%	$92.97 *	$84.79	+12.0%	COM	87612E106
EXPD	EXPEDITORS INTL WASH INC	29,252	$1.952M	0.6%	$66.72	$67.65	-1.7%	COM	302130109
GWW	GRAINGER W W INC	7,853	$1.952M	0.6%	$248.51 *	$218.34	+26.2%	COM	384802104
OLLI	OLLIES BARGAIN OUTLT HLDGS I	41,638	$1.93M	0.6%	$46.34 *	$68.23	-24.8%	COM	681116109
SUI	SUN CMNTYS INC	15,334	$1.914M	0.6%	$124.85	$137.50	—	COM	866674104
AZO	AUTOZONE INC	2,223	$1.881M	0.5%	$846.01 *	$932.98	+11.4%	COM	053332102
CTAS	CINTAS CORP	10,744	$1.861M	0.5%	$173.23 *	$38.65	+59.8%	COM	172908105
ECL	ECOLAB INC	11,877	$1.851M	0.5%	$155.83 *	$150.88	+16.9%	COM	278865100
GPC	GENUINE PARTS CO	27,432	$1.847M	0.5%	$67.33 *	$75.16	+0.0%	COM	372460105
—	WALGREENS BOOTS ALLIANCE INC	40,163	$1.837M	0.5%	$45.75	$71.30	—	COM	931427108
FAST	FASTENAL CO	58,693	$1.834M	0.5%	$31.25 *	$12.82	+18.3%	COM	311900104
FOXF	FOX FACTORY HLDG CORP	43,577	$1.83M	0.5%	$42.00 *	$55.03	+14.7%	COM	35138V102
BAH	BOOZ ALLEN HAMILTON HLDG COR	26,465	$1.817M	0.5%	$68.64 *	$32.27	+104.6%	CL A	099502106
FMC	F M C CORP	21,914	$1.79M	0.5%	$81.69 *	$69.46	+12.2%	COM NEW	302491303
AAON	AAON INC	36,586	$1.768M	0.5%	$48.32 *	$26.58	+27.0%	COM PAR $0.004	000360206
ROP	ROPER TECHNOLOGIES INC	5,650	$1.762M	0.5%	$311.83 *	$311.02	+10.0%	COM	776696106
AMT	AMERICAN TOWER CORP NEW	7,984	$1.739M	0.5%	$217.76 *	$152.40	+29.4%	COM	03027X100
ADBE	ADOBE INC	5,346	$1.701M	0.5%	$318.24 *	$223.48	+53.1%	COM	00724F101
DXCM	DEXCOM INC	6,297	$1.696M	0.5%	$269.29 *	$28.29	+119.9%	COM	252131107
LLY	LILLY ELI & CO	12,059	$1.673M	0.5%	$138.72 *	$73.78	+73.7%	COM	532457108
ABT	ABBOTT LABS	21,089	$1.664M	0.5%	$78.91 *	$61.07	+23.3%	COM	002824100
BBY	BEST BUY INC	29,094	$1.658M	0.5%	$57.00 *	$51.02	+22.4%	COM	086516101
APH	AMPHENOL CORP NEW	22,423	$1.634M	0.5%	$72.88 *	$20.42	+10.4%	CL A	032095101
AOS	SMITH A O CORP	43,186	$1.633M	0.5%	$37.81	$45.46	-15.8%	COM	831865209
CRM	SALESFORCE COM INC	11,324	$1.63M	0.5%	$143.98 *	$122.43	+38.4%	COM	79466L302
DOV	DOVER CORP	19,409	$1.629M	0.5%	$83.94 *	$70.31	+39.1%	COM	260003108
A	AGILENT TECHNOLOGIES INC	22,486	$1.61M	0.5%	$71.62 *	$69.82	+10.5%	COM	00846U101
MKC	MCCORMICK & CO INC	11,374	$1.606M	0.5%	$141.21 *	$52.99	+30.2%	COM NON VTG	579780206
SCCO	SOUTHERN COPPER CORP	55,973	$1.576M	0.5%	$28.16 *	$25.72	+4.4%	COM	84265V105
CCI	CROWN CASTLE INTL CORP NEW	10,823	$1.563M	0.5%	$144.40 *	$95.01	+20.9%	COM	22822V101
NVO	NOVO-NORDISK A S	25,625	$1.543M	0.4%	$60.20	$51.60	—	ADR	670100205
MTD	METTLER TOLEDO INTERNATIONAL	2,229	$1.539M	0.4%	$690.64 *	$524.67	+42.2%	COM	592688105
BDX	BECTON DICKINSON & CO	6,616	$1.52M	0.4%	$229.76 *	$218.70	+2.9%	COM	075887109
EMR	EMERSON ELEC CO	31,892	$1.52M	0.4%	$47.65 *	$48.78	+18.4%	COM	291011104
REGN	REGENERON PHARMACEUTICALS	3,107	$1.517M	0.4%	$488.35 *	$294.69	+39.2%	COM	75886F107
EL	LAUDER ESTEE COS INC	9,514	$1.516M	0.4%	$159.34 *	$127.69	+39.8%	CL A	518439104
—	TWITTER INC	61,321	$1.506M	0.4%	$24.56	$34.39	—	COM	90184L102
RIO	RIO TINTO PLC	32,818	$1.495M	0.4%	$45.56	$54.39	—	SPONSORED ADR	767204100
ABBNY	ABB LTD	86,218	$1.488M	0.4%	$17.26	$21.02	—	SPONSORED ADR	000375204
CL	COLGATE PALMOLIVE CO	22,331	$1.482M	0.4%	$66.36 *	$60.26	+2.1%	COM	194162103
PWR	QUANTA SVCS INC	46,663	$1.481M	0.4%	$31.73 *	$36.43	+0.6%	COM	74762E102
ATO	ATMOS ENERGY CORP	14,885	$1.477M	0.4%	$99.23 *	$93.46	+1.6%	COM	049560105
HOLX	HOLOGIC INC	41,870	$1.47M	0.4%	$35.10 *	$48.01	-0.8%	COM	436440101
NUE	NUCOR CORP	40,614	$1.463M	0.4%	$36.02 *	$48.11	-17.8%	COM	670346105
—	LINDE PLC	8,440	$1.46M	0.4%	$173.00	$187.52	—	SHS	G5494J103
HEI/A	HEICO CORP NEW	22,377	$1.43M	0.4%	$63.90 *	$81.65	+8.6%	CL A	422806208
SHW	SHERWIN WILLIAMS CO	3,073	$1.412M	0.4%	$459.46 *	$127.26	+34.5%	COM	824348106
TYL	TYLER TECHNOLOGIES INC	4,755	$1.41M	0.4%	$296.55 *	$215.34	+43.9%	COM	902252105
—	AVALARA INC	18,730	$1.397M	0.4%	$74.60	$81.85	—	COM	05338G106
EPAM	EPAM SYS INC	7,445	$1.382M	0.4%	$185.66 *	$166.98	+29.3%	COM	29414B104
TT	TRANE TECHNOLOGIES PLC	16,647	$1.375M	0.4%	$82.59 *	$93.73	0.0%	SHS	G8994E103
NVDA	NVIDIA CORP	5,191	$1.368M	0.4%	$263.61 *	$4.18	+50.2%	COM	67066G104
MCD	MCDONALDS CORP	8,256	$1.365M	0.4%	$165.35 *	$171.84	0.0%	COM	580135101
KO	COCA COLA CO	30,449	$1.347M	0.4%	$44.25	$40.03	+12.4%	COM	191216100
ADP	AUTOMATIC DATA PROCESSING IN	9,826	$1.343M	0.4%	$136.68 *	$109.35	+29.8%	COM	053015103
—	CERNER CORP	21,036	$1.325M	0.4%	$62.99	$68.36	—	COM	156782104
XOM	EXXON MOBIL CORP	33,910	$1.288M	0.4%	$37.97 *	$54.31	-22.5%	COM	30231G102
MRK	MERCK & CO. INC	16,593	$1.277M	0.4%	$76.94 *	$52.45	+24.1%	COM	58933Y105
AMGN	AMGEN INC	6,107	$1.238M	0.4%	$202.72 *	$156.74	+16.3%	COM	031162100
NEM	NEWMONT CORP	26,488	$1.199M	0.3%	$45.28 *	$30.78	+23.1%	COM	651639106
PSA	PUBLIC STORAGE	6,028	$1.197M	0.3%	$198.60 *	$140.70	+18.4%	COM	74460D109
—	XILINX INC	15,193	$1.184M	0.3%	$77.94	$92.41	—	COM	983919101
COLM	COLUMBIA SPORTSWEAR CO	16,901	$1.179M	0.3%	$69.77 *	$91.12	-13.7%	COM	198516106
ADM	ARCHER DANIELS MIDLAND CO	33,482	$1.178M	0.3%	$35.18	$34.54	0.0%	COM	039483102
ULTA	ULTA BEAUTY INC	6,692	$1.176M	0.3%	$175.69 *	$297.83	-16.3%	COM	90384S303
RBC	RBC BEARINGS INC	10,365	$1.169M	0.3%	$112.79 *	$100.55	+54.0%	COM	75524B104
DLR	DIGITAL RLTY TR INC	8,402	$1.167M	0.3%	$138.91 *	$89.54	+15.8%	COM	253868103
MGA	MAGNA INTL INC	36,118	$1.153M	0.3%	$31.92 *	$42.76	-10.9%	COM	559222401
VFC	V F CORP	21,313	$1.153M	0.3%	$54.08 *	$81.49	-4.4%	COM	918204108
TFX	TELEFLEX INCORPORATED	3,868	$1.133M	0.3%	$292.87 *	$296.51	+13.5%	COM	879369106
AKAM	AKAMAI TECHNOLOGIES INC	12,128	$1.11M	0.3%	$91.49	$78.55	+18.0%	COM	00971T101
PNR	PENTAIR PLC	37,179	$1.106M	0.3%	$29.76 *	$35.83	+3.5%	SHS	G7S00T104
—	LHC GROUP INC	7,885	$1.105M	0.3%	$140.20	$112.83	—	COM	50187A107
SYY	SYSCO CORP	24,196	$1.104M	0.3%	$45.63 *	$61.77	-4.8%	COM	871829107
CHD	CHURCH & DWIGHT INC	17,193	$1.103M	0.3%	$64.18 *	$59.74	+10.9%	COM	171340102
—	APTIV PLC	22,357	$1.101M	0.3%	$49.24	$82.36	—	SHS	G6095L109
—	CORESITE RLTY CORP	9,413	$1.091M	0.3%	$115.90	$102.74	—	COM	21870Q105
—	BARRICK GOLD CORPORATION	58,267	$1.067M	0.3%	$18.32	$15.88	—	COM	067901108
GDDY	GODADDY INC	18,273	$1.044M	0.3%	$57.11 *	$62.20	+6.4%	CL A	380237107
AVB	AVALONBAY CMNTYS INC	7,085	$1.043M	0.3%	$147.16 *	$148.81	+9.8%	COM	053484101
EW	EDWARDS LIFESCIENCES CORP	5,502	$1.038M	0.3%	$188.62 *	$64.92	+11.1%	COM	28176E108
SWK	STANLEY BLACK & DECKER INC	10,373	$1.037M	0.3%	$100.00 *	$98.88	+20.4%	COM	854502101
MNST	MONSTER BEVERAGE CORP NEW	17,923	$1.008M	0.3%	$56.26 *	$28.07	+14.5%	COM	61174X109
SBUX	STARBUCKS CORP	15,178	$998K	0.3%	$65.74 *	$61.98	+14.6%	COM	855244109
EQR	EQUITY RESIDENTIAL	16,162	$997K	0.3%	$61.71	$54.92	+11.7%	SH BEN INT	29476L107
FFIV	F5 NETWORKS INC	9,349	$997K	0.3%	$106.63 *	$141.55	-13.6%	COM	315616102
XYZ	SQUARE INC	18,502	$969K	0.3%	$52.38 *	$58.42	+17.1%	CL A	852234103
CPRT	COPART INC	14,014	$960K	0.3%	$68.52 *	$10.92	+103.8%	COM	217204106
TTEK	TETRA TECH INC NEW	13,591	$960K	0.3%	$70.62 *	$14.29	+19.2%	COM	88162G103
CSCO	CISCO SYS INC	24,397	$959K	0.3%	$39.31 *	$39.53	-7.2%	COM	17275R102
PANW	PALO ALTO NETWORKS INC	5,832	$956K	0.3%	$163.97 *	$31.86	+9.6%	COM	697435105
ASML	ASML HOLDING N V	3,637	$952K	0.3%	$261.67	$160.87	—	N Y REGISTRY SHS	N07059210
VEEV	VEEVA SYS INC	5,945	$930K	0.3%	$156.38 *	$126.26	+16.1%	CL A COM	922475108
AMN	AMN HEALTHCARE SVCS INC	16,046	$928K	0.3%	$57.81 *	$46.63	+46.8%	COM	001744101
AVGO	BROADCOM INC	3,901	$925K	0.3%	$237.07 *	$22.05	+10.1%	COM	11135F101
NTAP	NETAPP INC	22,150	$923K	0.3%	$41.69 *	$45.69	-3.5%	COM	64110D104
UNP	UNION PAC CORP	6,483	$914K	0.3%	$141.04 *	$88.20	+64.4%	COM	907818108
INTC	INTEL CORP	16,877	$913K	0.3%	$54.12 *	$37.14	+40.9%	COM	458140100
ORLY	O REILLY AUTOMOTIVE INC NEW	3,028	$912K	0.3%	$301.05 *	$20.70	+23.4%	COM	67103H107
NVS	NOVARTIS A G	10,962	$904K	0.3%	$82.45	$82.10	—	SPONSORED ADR	66987V109
—	DUKE REALTY CORP	27,766	$899K	0.3%	$32.38	$31.91	—	COM NEW	264411505
BIIB	BIOGEN INC	2,836	$897K	0.3%	$316.38 *	$242.20	+25.3%	COM	09062X103
—	IHS MARKIT LTD	14,929	$896K	0.3%	$60.00	$63.59	—	SHS	G47567105
ORCL	ORACLE CORP	18,460	$892K	0.3%	$48.33	$50.38	-5.7%	COM	68389X105
IT	GARTNER INC	8,948	$891K	0.3%	$99.57 *	$135.57	+1.1%	COM	366651107
CSL	CARLISLE COS INC	7,035	$881K	0.3%	$125.28 *	$129.94	+6.3%	COM	142339100
LEG	LEGGETT & PLATT INC	33,031	$881K	0.3%	$26.68 *	$41.62	0.0%	COM	524660107
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	18,444	$857K	0.2%	$46.47 *	$54.96	-0.8%	CL A	192446102
RPM	RPM INTL INC	14,214	$846K	0.2%	$59.50 *	$62.35	+10.5%	COM	749685103
INTU	INTUIT	3,672	$845K	0.2%	$230.01 *	$182.28	+43.1%	COM	461202103
—	HILL ROM HLDGS INC	8,395	$845K	0.2%	$100.60	$98.05	—	COM	431475102
PHG	KONINKLIJKE PHILIPS N V	20,818	$836K	0.2%	$40.16	$38.11	—	NY REG SH NEW	500472303
AVY	AVERY DENNISON CORP	8,140	$829K	0.2%	$101.88 *	$99.11	+11.8%	COM	053611109
CCEP	COCA COLA EUROPEAN PARTNERS	22,085	$829K	0.2%	$37.53 *	$39.57	+3.1%	SHS	G25839104
EXR	EXTRA SPACE STORAGE INC	8,598	$823K	0.2%	$95.76 *	$71.13	+16.9%	COM	30225T102
IQV	IQVIA HLDGS INC	7,487	$808K	0.2%	$107.86 *	$155.62	-8.2%	COM	46266C105
SYK	STRYKER CORP	4,753	$791K	0.2%	$166.49 *	$145.35	+26.1%	COM	863667101
—	ATLASSIAN CORP PLC	5,741	$788K	0.2%	$137.26	$147.56	—	CL A	G06242104
CHRW	C H ROBINSON WORLDWIDE INC	11,702	$775K	0.2%	$66.20 *	$69.82	-10.6%	COM NEW	12541W209
SAP	SAP SE	7,004	$774K	0.2%	$110.50	$110.74	—	SPON ADR	803054204
PCTY	PAYLOCITY HLDG CORP	8,757	$773K	0.2%	$88.32 *	$102.38	+22.6%	COM	70438V106
LUV	SOUTHWEST AIRLS CO	21,607	$769K	0.2%	$35.61 *	$43.42	+5.9%	COM	844741108
WAT	WATERS CORP	4,171	$759K	0.2%	$182.07 *	$215.83	-2.3%	COM	941848103
PAC	GPO AEROPORTUARIO DEL PAC SA	14,009	$756K	0.2%	$53.94	$87.14	—	SPON ADR B	400506101
VRSK	VERISK ANALYTICS INC	5,421	$756K	0.2%	$139.37 *	$144.76	+4.2%	COM	92345Y106
SLB	SCHLUMBERGER LTD	54,924	$741K	0.2%	$13.49 *	$46.09	-45.1%	COM	806857108
HSIC	HENRY SCHEIN INC	14,636	$739K	0.2%	$50.52 *	$66.24	-4.2%	COM	806407102
IDA	IDACORP INC	8,382	$736K	0.2%	$87.80 *	$96.97	+6.1%	COM	451107106
ZBRA	ZEBRA TECHNOLOGIES CORP	4,007	$736K	0.2%	$183.60 *	$189.25	+18.8%	CL A	989207105
CHE	CHEMED CORP NEW	1,678	$727K	0.2%	$433.20	$346.76	+26.3%	COM	16359R103
TJX	TJX COS INC NEW	15,159	$725K	0.2%	$47.81 *	$44.28	+20.5%	COM	872540109
IART	INTEGRA LIFESCIENCES HLDGS C	15,942	$712K	0.2%	$44.67 *	$53.53	-2.0%	COM NEW	457985208
—	ZYNGA INC	102,034	$699K	0.2%	$6.85	$7.68	—	CL A	98986T108
WY	WEYERHAEUSER CO	41,108	$697K	0.2%	$16.95 *	$23.90	-11.4%	COM	962166104
GLD	SPDR GOLD TRUST	4,646	$688K	0.2%	$148.05	$135.89	—	GOLD SHS	78463V107
—	FORWARD AIR CORP	13,399	$679K	0.2%	$50.65	$52.10	—	COM	349853101
BKNG	BOOKING HLDGS INC	504	$678K	0.2%	$1345.01 *	$1919.90	-10.1%	COM	09857L108
CRL	CHARLES RIV LABS INTL INC	5,313	$671K	0.2%	$126.21 *	$134.30	+11.7%	COM	159864107
AZN	ASTRAZENECA PLC	14,959	$668K	0.2%	$44.66	$36.92	—	SPONSORED ADR	046353108
BCPC	BALCHEM CORP	6,755	$667K	0.2%	$98.72	$74.69	+32.9%	COM	057665200
CTVA	CORTEVA INC	28,292	$665K	0.2%	$23.50 *	$26.37	-3.0%	COM	22052L104
—	SPLUNK INC	5,180	$654K	0.2%	$126.23	$111.44	—	COM	848637104
MCO	MOODYS CORP	3,077	$651K	0.2%	$211.49 *	$144.50	+60.1%	COM	615369105
DCI	DONALDSON INC	16,723	$646K	0.2%	$38.63 *	$40.19	+10.8%	COM	257651109
FELE	FRANKLIN ELEC INC	13,575	$640K	0.2%	$47.13 *	$38.37	+35.2%	COM	353514102
—	ARISTA NETWORKS INC	3,137	$635K	0.2%	$202.55	$209.32	—	COM	040413106
CPT	CAMDEN PPTY TR	7,940	$629K	0.2%	$79.24 *	$78.82	+7.6%	SH BEN INT	133131102
SBAC	SBA COMMUNICATIONS CORP NEW	2,320	$626K	0.2%	$270.00 *	$228.35	+7.1%	CL A	78410G104
JAZZ	JAZZ PHARMACEUTICALS PLC	6,243	$623K	0.2%	$99.74 *	$147.21	-12.2%	SHS USD	G50871105
DPZ	DOMINOS PIZZA INC	1,911	$619K	0.2%	$324.07 *	$229.54	+25.2%	COM	25754A201
ESS	ESSEX PPTY TR INC	2,803	$617K	0.2%	$220.25 *	$215.49	+7.8%	COM	297178105
—	TE CONNECTIVITY LTD	9,536	$601K	0.2%	$62.98	$72.62	—	REG SHS	H84989104
BFAM	BRIGHT HORIZONS FAM SOL IN D	5,844	$596K	0.2%	$102.00 *	$138.27	+6.3%	COM	109194100
BMRN	BIOMARIN PHARMACEUTICAL INC	7,032	$594K	0.2%	$84.50	$75.05	+14.8%	COM	09061G101
MDLZ	MONDELEZ INTL INC	11,601	$581K	0.2%	$50.08 *	$45.10	+3.6%	CL A	609207105
O	REALTY INCOME CORP	11,451	$571K	0.2%	$49.86 *	$43.56	+19.0%	COM	756109104
VMC	VULCAN MATLS CO	5,258	$568K	0.2%	$108.06 *	$127.92	-5.0%	COM	929160109
OMCL	OMNICELL INC	8,637	$566K	0.2%	$65.58 *	$62.13	+28.2%	COM	68213N109
—	LIFE STORAGE INC	5,988	$566K	0.2%	$94.55	$94.67	—	COM	53223X107
DORM	DORMAN PRODUCTS INC	10,055	$556K	0.2%	$55.27 *	$71.29	-4.5%	COM	258278100
TWLO	TWILIO INC	6,134	$549K	0.2%	$89.49 *	$113.43	-3.2%	CL A	90138F102
WCN	WASTE CONNECTIONS INC	7,077	$548K	0.2%	$77.49 *	$84.12	+7.3%	COM	94106B101
TECH	BIO-TECHNE CORP	2,887	$547K	0.2%	$189.61 *	$46.43	+5.1%	COM	09073M104
CDW	CDW CORP	5,863	$547K	0.2%	$93.27 *	$113.16	+0.7%	COM	12514G108
OKTA	OKTA INC	4,466	$546K	0.2%	$122.26 *	$108.83	+15.3%	CL A	679295105
—	LABORATORY CORP AMER HLDGS	4,274	$540K	0.2%	$126.39	$167.05	—	COM NEW	50540R409
ILMN	ILLUMINA INC	1,965	$537K	0.2%	$273.06 *	$263.43	+6.2%	COM	452327109
BABA	ALIBABA GROUP HLDG LTD	2,749	$535K	0.2%	$194.51	$180.62	—	SPONSORED ADS	01609W102
SMP	STANDARD MTR PRODS INC	12,661	$526K	0.2%	$41.57 *	$47.50	-0.8%	COM	853666105
INCY	INCYTE CORP	7,169	$525K	0.2%	$73.23 *	$75.70	-0.2%	COM	45337C102
ARE	ALEXANDRIA REAL ESTATE EQ IN	3,808	$522K	0.2%	$137.06 *	$109.71	+13.1%	COM	015271109
CABO	CABLE ONE INC	317	$522K	0.2%	$1646.43 *	$1164.83	+26.7%	COM	12685J105
ALLE	ALLEGION PLC	5,564	$512K	0.1%	$92.01 *	$86.43	+28.2%	ORD SHS	G0176J109
RHI	ROBERT HALF INTL INC	13,393	$506K	0.1%	$37.75 *	$56.39	-4.0%	COM	770323103
—	SYKES ENTERPRISES INC	18,095	$491K	0.1%	$27.12	$30.38	—	COM	871237103
ETN	EATON CORP PLC	6,308	$490K	0.1%	$77.69 *	$68.33	+20.9%	SHS	G29183103
ICFI	ICF INTL INC	7,082	$487K	0.1%	$68.70 *	$82.82	-1.5%	COM	44925C103
LULU	LULULEMON ATHLETICA INC	2,560	$485K	0.1%	$189.51 *	$186.88	+19.7%	COM	550021109
—	MARVELL TECHNOLOGY GROUP LTD	21,279	$482K	0.1%	$22.63	$23.04	—	ORD	G5876H105
CRI	CARTERS INC	7,298	$480K	0.1%	$65.73 *	$64.07	+23.7%	COM	146229109
PLNT	PLANET FITNESS INC	9,797	$477K	0.1%	$48.70 *	$70.47	-1.0%	CL A	72703H101
—	BARNES GROUP INC	11,349	$475K	0.1%	$41.83	$38.21	—	COM	067806109
—	SEATTLE GENETICS INC	4,059	$468K	0.1%	$115.37	$156.50	—	COM	812578102
NYT	NEW YORK TIMES CO	15,065	$463K	0.1%	$30.71 *	$29.73	+9.3%	CL A	650111107
AMBA	AMBARELLA INC	9,492	$461K	0.1%	$48.56 *	$54.02	+6.2%	SHS	G037AX101
CNXN	PC CONNECTION INC	11,170	$460K	0.1%	$41.21	$33.74	+24.0%	COM	69318J100
IPGP	IPG PHOTONICS CORP	4,172	$460K	0.1%	$110.28 *	$118.93	+10.0%	COM	44980X109
ADC	AGREE REALTY CORP	7,390	$457K	0.1%	$61.90	$65.63	—	COM	008492100
HSY	HERSHEY CO	3,439	$456K	0.1%	$132.50 *	$110.13	+16.7%	COM	427866108
HXL	HEXCEL CORP NEW	12,213	$454K	0.1%	$37.19 *	$74.50	-13.3%	COM	428291108
LEA	LEAR CORP	5,568	$452K	0.1%	$81.25 *	$120.55	-15.1%	COM NEW	521865204
TSLA	TESLA INC	851	$446K	0.1%	$523.71 *	$18.84	+120.0%	COM	88160R101
LFUS	LITTELFUSE INC	3,336	$445K	0.1%	$133.42 *	$130.92	+27.8%	COM	537008104
EXPE	EXPEDIA GROUP INC	7,868	$443K	0.1%	$56.27 *	$123.37	-23.0%	COM NEW	30212P303
CBRE	CBRE GROUP INC	11,589	$437K	0.1%	$37.71 *	$53.74	+2.8%	CL A	12504L109
KFRC	KFORCE INC	17,052	$436K	0.1%	$25.57 *	$28.73	+15.5%	COM	493732101
MAA	MID AMER APT CMNTYS INC	4,226	$435K	0.1%	$103.03 *	$85.67	+24.1%	COM	59522J103
MEDP	MEDPACE HLDGS INC	5,930	$435K	0.1%	$73.38 *	$75.63	+14.8%	COM	58506Q109
—	PS BUSINESS PKS INC CALIF	3,209	$435K	0.1%	$135.51	$141.64	—	COM	69360J107
AMH	AMERICAN HOMES 4 RENT	18,674	$433K	0.1%	$23.20	$26.39	—	CL A	02665T306
TER	TERADYNE INC	7,900	$428K	0.1%	$54.17 *	$51.49	+20.2%	COM	880770102
CHH	CHOICE HOTELS INTL INC	6,985	$428K	0.1%	$61.25 *	$80.05	+8.4%	COM	169905106
CSGP	COSTAR GROUP INC	722	$424K	0.1%	$586.93 *	$53.42	+22.0%	COM	22160N109
LTC	LTC PPTYS INC	13,568	$419K	0.1%	$30.90	$44.47	—	COM	502175102
GRMN	GARMIN LTD	5,319	$399K	0.1%	$74.96 *	$57.48	+37.8%	SHS	H2906T109
GIL	GILDAN ACTIVEWEAR INC	31,062	$396K	0.1%	$12.76 *	$32.20	-32.1%	COM	375916103
—	SEAGATE TECHNOLOGY PLC	8,078	$394K	0.1%	$48.80	$48.41	—	SHS	G7945M107
XYL	XYLEM INC	6,038	$393K	0.1%	$65.12 *	$70.20	+4.6%	COM	98419M100
ONTO	ONTO INNOVATION INC	13,203	$392K	0.1%	$29.67 *	$34.27	-0.2%	COM	683344105
CTS	CTS CORP	15,544	$387K	0.1%	$24.89 *	$30.81	-13.9%	COM	126501105
IR	INGERSOLL RAND INC	15,508	$385K	0.1%	$24.80 *	$31.60	0.0%	COM	45687V106
FLS	FLOWSERVE CORP	15,858	$379K	0.1%	$23.89 *	$41.05	-13.8%	COM	34354P105
DGX	QUEST DIAGNOSTICS INC	4,697	$377K	0.1%	$80.30 *	$82.95	+11.1%	COM	74834L100
MEI	METHODE ELECTRS INC	14,158	$374K	0.1%	$26.43 *	$27.39	+1.8%	COM	591520200
DAL	DELTA AIR LINES INC DEL	13,005	$371K	0.1%	$28.53 *	$44.95	+6.8%	COM NEW	247361702
SIMO	SILICON MOTION TECHNOLOGY CO	10,052	$369K	0.1%	$36.66	$41.07	—	SPONSORED ADR	82706C108
—	FEDERAL REALTY INVT TR	4,779	$357K	0.1%	$74.61	$139.86	—	SH BEN INT NEW	313747206
PSX	PHILLIPS 66	6,646	$357K	0.1%	$53.65 *	$68.32	-6.6%	COM	718546104
OMC	OMNICOM GROUP INC	6,482	$356K	0.1%	$54.90 *	$62.85	-9.1%	COM	681919106
TSCO	TRACTOR SUPPLY CO	4,166	$352K	0.1%	$84.56 *	$15.56	+5.1%	COM	892356106
—	REALPAGE INC	6,499	$344K	0.1%	$52.93	$61.88	—	COM	75606N109
—	SWITCH INC	23,752	$343K	0.1%	$14.43	$13.76	—	CL A	87105L104
UDR	UDR INC	9,357	$342K	0.1%	$36.54	$34.59	+4.9%	COM	902653104
AMWD	AMERICAN WOODMARK CORPORATIO	7,492	$341K	0.1%	$45.57 *	$92.43	0.0%	COM	030506109
KALU	KAISER ALUMINUM CORP	4,902	$340K	0.1%	$69.29 *	$75.30	0.0%	COM PAR $0.01	483007704
JBHT	HUNT J B TRANS SVCS INC	3,675	$339K	0.1%	$92.24 *	$84.95	+16.0%	COM	445658107
UI	UBIQUITI INC	2,328	$330K	0.1%	$141.58 *	$120.85	+26.3%	COM	90353W103
—	SOLARWINDS CORP	20,984	$329K	0.1%	$15.67	$18.06	—	COM	83417Q105
MAS	MASCO CORP	9,450	$327K	0.1%	$34.57 *	$31.10	+27.2%	COM	574599106
QLYS	QUALYS INC	3,737	$325K	0.1%	$87.00 *	$83.32	+0.8%	COM	74758T303
USPH	U S PHYSICAL THERAPY INC	4,686	$323K	0.1%	$69.00 *	$108.50	-2.8%	COM	90337L108
GTY	GETTY RLTY CORP NEW	13,488	$320K	0.1%	$23.74	$31.98	—	COM	374297109
PTC	PTC INC	5,226	$320K	0.1%	$61.21 *	$73.07	+1.3%	COM	69370C100
ROL	ROLLINS INC	8,805	$318K	0.1%	$36.14 *	$21.24	+8.2%	COM	775711104
CGNX	COGNEX CORP	7,232	$305K	0.1%	$42.22 *	$46.08	+2.3%	COM	192422103
SNAP	SNAP INC	25,544	$304K	0.1%	$11.89 *	$12.68	+21.0%	CL A	83304A106
DOC	HEALTHPEAK PROPERTIES INC	12,255	$292K	0.1%	$23.85	$25.44	-6.0%	COM	42250P103
ETSY	ETSY INC	7,536	$290K	0.1%	$38.44 *	$58.80	-16.9%	COM	29786A106
—	PROS HOLDINGS INC	9,279	$288K	0.1%	$31.03	$44.49	—	COM	74346Y103
VREX	VAREX IMAGING CORP	12,063	$274K	0.1%	$22.71 *	$29.99	-14.1%	COM	92214X106
RNG	RINGCENTRAL INC	1,286	$273K	0.1%	$211.91 *	$131.10	+57.1%	CL A	76680R206
LZB	LA Z BOY INC	12,819	$263K	0.1%	$20.55 *	$31.87	-10.9%	COM	505336107
AZTA	BROOKS AUTOMATION INC NEW	8,510	$260K	0.1%	$30.50 *	$33.93	+6.0%	COM	114340102
DOX	AMDOCS LTD	4,663	$256K	0.1%	$54.97 *	$52.15	+13.4%	SHS	G02602103
KRC	KILROY RLTY CORP	4,019	$256K	0.1%	$63.69	$71.70	—	COM	49427F108
ISRG	INTUITIVE SURGICAL INC	507	$251K	0.1%	$495.01 *	$175.06	+4.6%	COM NEW	46120E602
REG	REGENCY CTRS CORP	6,301	$242K	0.1%	$38.43 *	$48.63	-7.8%	COM	758849103
ANGO	ANGIODYNAMICS INC	23,069	$241K	0.1%	$10.43 *	$20.75	-39.5%	COM	03475V101
COLD	AMERICOLD RLTY TR	7,024	$239K	0.1%	$34.04	$36.68	—	COM	03064D108
—	ENVESTNET INC	4,396	$236K	0.1%	$53.78	$67.05	—	COM	29404K106
WELL	WELLTOWER INC	5,105	$234K	0.1%	$45.78 *	$71.56	-13.6%	COM	95040Q104
BKR	BAKER HUGHES COMPANY	22,026	$231K	0.1%	$10.50 *	$19.13	-16.7%	CL A	05722G100
—	JUNIPER NETWORKS INC	11,788	$226K	0.1%	$19.14	$23.26	—	COM	48203R104
HD	HOME DEPOT INC	1,165	$217K	0.1%	$186.64	$127.28	+49.4%	COM	437076102
—	ZENDESK INC	3,364	$215K	0.1%	$64.01	$82.88	—	COM	98936J101
COP	CONOCOPHILLIPS	6,769	$208K	0.1%	$30.80 *	$46.21	-11.3%	COM	20825C104
—	COUPA SOFTWARE INC	1,487	$208K	0.1%	$139.76	$214.60	—	COM	22266L106
FIVE	FIVE BELOW INC	2,882	$203K	0.1%	$70.38 *	$121.45	-16.2%	COM	33829M101
JBLU	JETBLUE AWYS CORP	17,700	$158K	0.0%	$8.95 *	$18.14	-8.6%	COM	477143101
CTRE	CARETRUST REIT INC	10,054	$149K	0.0%	$14.79	$20.31	—	COM	14174T107
BOOT	BOOT BARN HLDGS INC	10,477	$135K	0.0%	$12.93 *	$35.13	-9.2%	COM	099406100
—	HERMITAGE OFFSHORE SERVICE L	11,000	$7,040	0.0%	$0.64	$0.60	—	SHS	G4511M108