Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	APPLE INC	36,600	$13.35M	3.1%	$364.80 *	$57.85	+29.8%	COM	037833100
MSFT	MICROSOFT CORP	53,534	$10.89M	2.6%	$203.51 *	$84.84	+104.0%	COM	594918104
META	FACEBOOK INC	37,392	$8.491M	2.0%	$227.07 *	$138.88	+49.3%	CL A	30303M102
OLLI	OLLIES BARGAIN OUTLET HLDGS	70,181	$6.853M	1.6%	$97.65 *	$71.74	+7.2%	COM	681116109
KLAC	KLA CORP	29,076	$5.655M	1.3%	$194.48 *	$107.07	+49.7%	COM NEW	482480100
GOOGL	ALPHABET INC	3,762	$5.335M	1.3%	$1418.13 *	$48.92	+36.8%	CAP STK CL A	02079K305
PAYC	PAYCOM SOFTWARE INC	16,160	$5.005M	1.2%	$309.73 *	$181.86	+43.5%	COM	70432V102
ODFL	OLD DOMINION FREIGHT LINE IN	28,384	$4.814M	1.1%	$169.59 *	$45.97	+60.9%	COM	679580100
JNJ	JOHNSON & JOHNSON	31,172	$4.384M	1.0%	$140.63 *	$99.56	+24.8%	COM	478160104
LOW	LOWES COS INC	30,269	$4.09M	1.0%	$135.12 *	$81.42	+26.9%	COM	548661107
SWKS	SKYWORKS SOLUTIONS INC	30,536	$3.904M	0.9%	$127.86 *	$67.30	+43.4%	COM	83088M102
FOXF	FOX FACTORY HLDG CORP	46,640	$3.853M	0.9%	$82.61 *	$55.51	+12.1%	COM	35138V102
BL	BLACKLINE INC	44,732	$3.709M	0.9%	$82.91 *	$51.15	+30.5%	COM	09239B109
CVX	CHEVRON CORP NEW	41,284	$3.684M	0.9%	$89.23 *	$78.57	-11.1%	COM	166764100
MDT	MEDTRONIC PLC	39,080	$3.584M	0.8%	$91.70 *	$77.27	+5.9%	SHS	G5960L103
PEP	PEPSICO INC	25,315	$3.348M	0.8%	$132.26 *	$95.62	+15.9%	COM	713448108
DG	DOLLAR GEN CORP NEW	17,498	$3.334M	0.8%	$190.51 *	$90.45	+84.8%	COM	256677105
CLX	CLOROX CO DEL	15,137	$3.321M	0.8%	$219.36 *	$113.92	+48.1%	COM	189054109
—	CITRIX SYS INC	22,222	$3.287M	0.8%	$147.91	$106.68	—	COM	177376100
—	LAM RESEARCH CORP	9,711	$3.141M	0.7%	$323.47	$198.33	—	COM	512807108
ITW	ILLINOIS TOOL WKS INC	17,414	$3.045M	0.7%	$174.85 *	$111.81	+27.8%	COM	452308109
CDNS	CADENCE DESIGN SYSTEM INC	31,327	$3.006M	0.7%	$95.96 *	$54.54	+53.5%	COM	127387108
TRU	TRANSUNION	34,531	$3.006M	0.7%	$87.04 *	$64.14	+21.1%	COM	89400J107
ABT	ABBOTT LABS	32,612	$2.982M	0.7%	$91.43 *	$68.45	+19.7%	COM	002824100
PG	PROCTER AND GAMBLE CO	24,259	$2.901M	0.7%	$119.57 *	$82.00	+23.8%	COM	742718109
—	AVALARA INC	21,596	$2.874M	0.7%	$133.09	$88.65	—	COM	05338G106
CTAS	CINTAS CORP	10,767	$2.868M	0.7%	$266.35 *	$38.65	+41.4%	COM	172908105
GPC	GENUINE PARTS CO	32,957	$2.866M	0.7%	$86.96 *	$73.85	-8.8%	COM	372460105
CCI	CROWN CASTLE INTL CORP NEW	17,106	$2.863M	0.7%	$167.35 *	$106.05	+17.9%	COM	22822V101
DXCM	DEXCOM INC	6,963	$2.823M	0.7%	$405.40 *	$34.14	+162.0%	COM	252131107
APD	AIR PRODS & CHEMS INC	11,661	$2.816M	0.7%	$241.47 *	$149.86	+32.6%	COM	009158106
MMM	3M CO	17,854	$2.785M	0.7%	$155.99 *	$107.57	-4.8%	COM	88579Y101
SYY	SYSCO CORP	50,337	$2.751M	0.6%	$54.66 *	$53.16	-15.0%	COM	871829107
ROST	ROSS STORES INC	32,134	$2.739M	0.6%	$85.24	$77.18	+11.0%	COM	778296103
NEM	NEWMONT CORP	43,382	$2.678M	0.6%	$61.74 *	$38.22	+30.5%	COM	651639106
FDS	FACTSET RESH SYS INC	8,146	$2.676M	0.6%	$328.45 *	$210.03	+30.4%	COM	303075105
KMB	KIMBERLY CLARK CORP	18,899	$2.671M	0.6%	$141.35 *	$95.64	+17.8%	COM	494368103
HOLX	HOLOGIC INC	46,292	$2.639M	0.6%	$57.00 *	$48.11	+2.0%	COM	436440101
BBY	BEST BUY INC	29,828	$2.603M	0.6%	$87.27 *	$51.24	+17.7%	COM	086516101
TGT	TARGET CORP	21,339	$2.559M	0.6%	$119.93 *	$84.93	+15.6%	COM	87612E106
AZO	AUTOZONE INC	2,247	$2.534M	0.6%	$1127.88 *	$934.27	+12.8%	COM	053332102
FAST	FASTENAL CO	58,309	$2.498M	0.6%	$42.84 *	$12.82	+29.4%	COM	311900104
HEI/A	HEICO CORP NEW	30,659	$2.491M	0.6%	$81.24 *	$80.37	-4.3%	CL A	422806208
GWW	GRAINGER W W INC	7,883	$2.477M	0.6%	$314.16 *	$218.34	+24.0%	COM	384802104
APH	AMPHENOL CORP NEW	25,200	$2.414M	0.6%	$95.81 *	$20.50	+3.3%	CL A	032095101
AMAT	APPLIED MATLS INC	39,488	$2.387M	0.6%	$60.45 *	$39.37	+30.1%	COM	038222105
ADBE	ADOBE INC	5,466	$2.379M	0.6%	$435.32 *	$226.71	+63.4%	COM	00724F101
ECL	ECOLAB INC	11,938	$2.375M	0.6%	$198.95 *	$150.88	+20.7%	COM	278865100
ELS	EQUITY LIFESTYLE PPTYS INC	37,363	$2.334M	0.5%	$62.48	$81.00	—	COM	29472R108
AAON	AAON INC	42,438	$2.304M	0.5%	$54.29 *	$27.41	+18.9%	COM PAR $0.004	000360206
EQIX	EQUINIX INC	3,249	$2.282M	0.5%	$702.29 *	$376.32	+61.8%	COM	29444U700
EMR	EMERSON ELEC CO	36,672	$2.275M	0.5%	$62.03 *	$48.97	+2.7%	COM	291011104
VRSN	VERISIGN INC	10,912	$2.257M	0.5%	$206.83	$198.74	+3.5%	COM	92343E102
EXPD	EXPEDITORS INTL WASH INC	29,605	$2.251M	0.5%	$76.04 *	$67.65	+0.9%	COM	302130109
DOV	DOVER CORP	23,235	$2.244M	0.5%	$96.56 *	$72.83	+17.5%	COM	260003108
PLD	PROLOGIS INC.	23,941	$2.234M	0.5%	$93.33 *	$60.12	+26.9%	COM	74340W103
ROP	ROPER TECHNOLOGIES INC	5,705	$2.215M	0.5%	$388.24 *	$311.02	+11.4%	COM	776696106
AMT	AMERICAN TOWER CORP NEW	8,494	$2.196M	0.5%	$258.55 *	$155.89	+35.1%	COM	03027X100
XOM	EXXON MOBIL CORP	48,848	$2.184M	0.5%	$44.72 *	$48.35	-28.0%	COM	30231G102
CRM	SALESFORCE COM INC	11,590	$2.171M	0.5%	$187.33 *	$123.44	+34.9%	COM	79466L302
A	AGILENT TECHNOLOGIES INC	24,458	$2.161M	0.5%	$88.37 *	$70.55	+11.8%	COM	00846U101
AMGN	AMGEN INC	9,148	$2.158M	0.5%	$235.85 *	$168.36	+13.9%	COM	031162100
ALB	ALBEMARLE CORP	26,986	$2.084M	0.5%	$77.21 *	$62.17	+2.0%	COM	012653101
SUI	SUN CMNTYS INC	15,293	$2.075M	0.5%	$135.68	$137.50	—	COM	866674104
NVDA	NVIDIA CORPORATION	5,433	$2.064M	0.5%	$379.91 *	$4.35	+85.1%	COM	67066G104
—	KIRKLAND LAKE GOLD LTD	49,984	$2.061M	0.5%	$41.24	$41.24	—	COM	49741E100
AOS	SMITH A O CORP	43,431	$2.046M	0.5%	$47.12 *	$45.46	-13.2%	COM	831865209
MKC	MCCORMICK & CO INC	11,358	$2.038M	0.5%	$179.42 *	$52.99	+38.7%	COM NON VTG	579780206
—	ATLASSIAN CORP PLC	11,075	$1.996M	0.5%	$180.26	$163.31	—	CL A	G06242104
XYZ	SQUARE INC	18,503	$1.942M	0.5%	$104.94 *	$58.42	+31.0%	CL A	852234103
EL	LAUDER ESTEE COS INC	10,165	$1.918M	0.5%	$188.68 *	$130.11	+27.3%	CL A	518439104
MDLZ	MONDELEZ INTL INC	37,500	$1.917M	0.5%	$51.13 *	$44.72	-0.4%	CL A	609207105
BDX	BECTON DICKINSON & CO	8,008	$1.916M	0.4%	$239.28 *	$218.98	+0.6%	COM	075887109
FMC	F M C CORP	19,149	$1.908M	0.4%	$99.62 *	$69.46	+12.1%	COM NEW	302491303
CMI	CUMMINS INC	10,982	$1.903M	0.4%	$173.26 *	$131.58	+5.8%	COM	231021106
EPAM	EPAM SYS INC	7,445	$1.876M	0.4%	$252.01 *	$166.98	+31.8%	COM	29414B104
—	TWITTER INC	61,937	$1.845M	0.4%	$29.79	$34.34	—	COM	90184L102
PWR	QUANTA SVCS INC	46,923	$1.841M	0.4%	$39.23 *	$36.43	-3.3%	COM	74762E102
SCCO	SOUTHERN COPPER CORP	46,163	$1.836M	0.4%	$39.77 *	$25.72	-0.2%	COM	84265V105
—	LINDE PLC	8,449	$1.792M	0.4%	$212.10	$187.52	—	SHS	G5494J103
SHW	SHERWIN WILLIAMS CO	3,090	$1.785M	0.4%	$577.79 *	$127.26	+34.8%	COM	824348106
ADP	AUTOMATIC DATA PROCESSING IN	11,893	$1.771M	0.4%	$148.89 *	$112.41	+13.0%	COM	053015103
LLY	LILLY ELI & CO	10,772	$1.769M	0.4%	$164.19 *	$73.78	+95.0%	COM	532457108
VFC	V F CORP	28,946	$1.764M	0.4%	$60.94 *	$75.36	-22.7%	COM	918204108
—	APTIV PLC	22,434	$1.748M	0.4%	$77.92	$82.36	—	SHS	G6095L109
SWK	STANLEY BLACK & DECKER INC	12,536	$1.747M	0.4%	$139.38 *	$99.27	+1.9%	COM	854502101
PNR	PENTAIR PLC	45,850	$1.742M	0.4%	$37.99 *	$35.23	-7.3%	SHS	G7S00T104
ABBNY	ABB LTD	77,197	$1.742M	0.4%	$22.56	$21.02	—	SPONSORED ADR	000375204
RIO	RIO TINTO PLC	30,951	$1.739M	0.4%	$56.18	$54.39	—	SPONSORED ADR	767204100
KO	COCA COLA CO	38,657	$1.727M	0.4%	$44.68 *	$39.76	-2.6%	COM	191216100
GLW	CORNING INC	66,388	$1.719M	0.4%	$25.90 *	$23.96	-19.0%	COM	219350105
ULTA	ULTA BEAUTY INC	8,434	$1.716M	0.4%	$203.42 *	$280.73	-23.4%	COM	90384S303
NUE	NUCOR CORP	41,294	$1.71M	0.4%	$41.41 *	$47.92	-24.0%	COM	670346105
—	XILINX INC	16,862	$1.659M	0.4%	$98.39	$93.00	—	COM	983919101
MGA	MAGNA INTL INC	37,042	$1.65M	0.4%	$44.53 *	$42.51	-22.4%	COM	559222401
CL	COLGATE PALMOLIVE CO	22,117	$1.62M	0.4%	$73.26 *	$60.26	+3.5%	COM	194162103
REGN	REGENERON PHARMACEUTICALS	2,524	$1.574M	0.4%	$623.69 *	$294.69	+91.6%	COM	75886F107
DOCU	DOCUSIGN INC	9,006	$1.551M	0.4%	$172.21 *	$54.92	+129.5%	COM	256163106
TYL	TYLER TECHNOLOGIES INC	4,456	$1.546M	0.4%	$346.87 *	$215.34	+55.8%	COM	902252105
MTD	METTLER TOLEDO INTERNATIONAL	1,918	$1.545M	0.4%	$805.66 *	$524.67	+41.8%	COM	592688105
TT	TRANE TECHNOLOGIES PLC	17,008	$1.513M	0.4%	$88.98 *	$93.45	-13.7%	SHS	G8994E103
LULU	LULULEMON ATHLETICA INC	4,836	$1.509M	0.4%	$312.03 *	$219.28	+16.6%	COM	550021109
ATO	ATMOS ENERGY CORP	14,959	$1.49M	0.3%	$99.58 *	$93.46	-6.3%	COM	049560105
AKAM	AKAMAI TECHNOLOGIES INC	13,862	$1.485M	0.3%	$107.09 *	$81.30	+23.7%	COM	00971T101
CHD	CHURCH & DWIGHT INC	19,160	$1.481M	0.3%	$77.30 *	$60.60	+12.4%	COM	171340102
TFX	TELEFLEX INCORPORATED	4,062	$1.478M	0.3%	$363.94 *	$298.29	+11.9%	COM	879369106
PAC	GRUPO AEROPUERTO DEL PACIFIC	20,537	$1.475M	0.3%	$71.82	$82.27	—	SPON ADR B	400506101
SBAC	SBA COMMUNICATIONS CORP NEW	4,871	$1.451M	0.3%	$297.90 *	$252.29	+8.6%	CL A	78410G104
—	CERNER CORP	21,032	$1.442M	0.3%	$68.55	$68.36	—	COM	156782104
GNTX	GENTEX CORP	55,624	$1.433M	0.3%	$25.77 *	$25.06	0.0%	COM	371901109
SBUX	STARBUCKS CORP	19,452	$1.431M	0.3%	$73.59 *	$62.94	+5.4%	COM	855244109
NVO	NOVO-NORDISK A S	21,789	$1.427M	0.3%	$65.48	$51.60	—	ADR	670100205
BIIB	BIOGEN INC	5,238	$1.402M	0.3%	$267.57 *	$268.98	+11.8%	COM	09062X103
COLM	COLUMBIA SPORTSWEAR CO	17,273	$1.392M	0.3%	$80.58 *	$90.61	-25.3%	COM	198516106
—	UNILEVER PLC	25,303	$1.389M	0.3%	$54.88	$54.88	—	SPON ADR NEW	904767704
VEEV	VEEVA SYS INC	5,916	$1.387M	0.3%	$234.44 *	$126.26	+57.1%	CL A COM	922475108
GDDY	GODADDY INC	18,271	$1.34M	0.3%	$73.33 *	$62.20	+15.5%	CL A	380237107
PANW	PALO ALTO NETWORKS INC	5,831	$1.339M	0.3%	$229.66 *	$31.86	+10.6%	COM	697435105
IMO	IMPERIAL OIL LTD	82,940	$1.331M	0.3%	$16.05 *	$12.85	0.0%	COM NEW	453038408
—	LHC GROUP INC	7,608	$1.326M	0.3%	$174.33	$112.83	—	COM	50187A107
FFIV	F5 NETWORKS INC	9,472	$1.321M	0.3%	$139.49 *	$141.46	-4.8%	COM	315616102
GIL	GILDAN ACTIVEWEAR INC	85,071	$1.318M	0.3%	$15.49 *	$20.31	-33.7%	COM	375916103
NVS	NOVARTIS AG	15,023	$1.312M	0.3%	$87.34	$83.52	—	SPONSORED ADR	66987V109
—	BARRICK GOLD CORPORATION	48,444	$1.305M	0.3%	$26.94	$15.88	—	COM	067901108
LUV	SOUTHWEST AIRLS CO	37,970	$1.298M	0.3%	$34.18 *	$37.45	-21.1%	COM	844741108
TWLO	TWILIO INC	5,914	$1.298M	0.3%	$219.43 *	$113.43	+41.6%	CL A	90138F102
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	22,788	$1.295M	0.3%	$56.82 *	$53.88	-8.5%	CL A	192446102
PCTY	PAYLOCITY HLDG CORP	8,757	$1.278M	0.3%	$145.89 *	$102.38	+13.6%	COM	70438V106
ORLY	OREILLY AUTOMOTIVE INC	3,029	$1.277M	0.3%	$421.70 *	$20.70	+26.2%	COM	67103H107
AVGO	BROADCOM INC	4,044	$1.276M	0.3%	$315.64 *	$22.14	+10.8%	COM	11135F101
MNST	MONSTER BEVERAGE CORP NEW	18,383	$1.274M	0.3%	$69.32 *	$28.18	+15.8%	COM	61174X109
MRK	MERCK & CO. INC	16,177	$1.251M	0.3%	$77.33 *	$52.45	+19.9%	COM	58933Y105
DLR	DIGITAL RLTY TR INC	8,459	$1.202M	0.3%	$142.11 *	$89.54	+30.0%	COM	253868103
TS	TENARIS S A	91,440	$1.182M	0.3%	$12.93	$12.93	—	SPONSORED ADS	88031M109
SAP	SAP SE	8,363	$1.171M	0.3%	$140.00	$115.49	—	SPON ADR	803054204
EW	EDWARDS LIFESCIENCES CORP	16,858	$1.165M	0.3%	$69.11 *	$69.06	+2.9%	COM	28176E108
CPRT	COPART INC	13,939	$1.161M	0.3%	$83.27 *	$10.92	+83.9%	COM	217204106
—	IHS MARKIT LTD	15,208	$1.148M	0.3%	$75.50	$63.81	—	SHS	G47567105
CSCO	CISCO SYS INC	24,582	$1.146M	0.3%	$46.64 *	$39.53	-6.4%	COM	17275R102
NTAP	NETAPP INC	25,569	$1.135M	0.3%	$44.37 *	$44.54	-16.8%	COM	64110D104
—	CORESITE RLTY CORP	9,371	$1.134M	0.3%	$121.05	$102.74	—	COM	21870Q105
—	DUKE REALTY CORP	31,638	$1.12M	0.3%	$35.39	$32.34	—	COM NEW	264411505
AMN	AMN HEALTHCARE SVCS INC	24,724	$1.119M	0.3%	$45.24 *	$47.05	+1.7%	COM	001744101
ASML	ASML HOLDING N V	3,033	$1.116M	0.3%	$368.00	$160.87	—	N Y REGISTRY SHS	N07059210
INTU	INTUIT	3,762	$1.114M	0.3%	$296.22 *	$184.26	+43.8%	COM	461202103
NKE	NIKE INC	11,290	$1.107M	0.3%	$98.05 *	$85.46	0.0%	CL B	654106103
RL	RALPH LAUREN CORP	15,237	$1.105M	0.3%	$72.52 *	$66.45	0.0%	CL A	751212101
IT	GARTNER INC	9,096	$1.104M	0.3%	$121.33 *	$135.24	-14.6%	COM	366651107
AVB	AVALONBAY CMNTYS INC	7,081	$1.095M	0.3%	$154.64 *	$148.81	-12.9%	COM	053484101
UNP	UNION PAC CORP	6,407	$1.083M	0.3%	$169.07 *	$88.20	+60.4%	COM	907818108
RPM	RPM INTL INC	14,183	$1.065M	0.2%	$75.06 *	$62.35	+11.5%	COM	749685103
—	SPLUNK INC	5,177	$1.029M	0.2%	$198.71	$111.44	—	COM	848637104
VRSK	VERISK ANALYTICS INC	6,040	$1.028M	0.2%	$170.20 *	$145.54	+4.7%	COM	92345Y106
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	4,007	$1.026M	0.2%	$255.95 *	$189.25	+23.8%	CL A	989207105
IART	INTEGRA LIFESCIENCES HLDGS C	21,798	$1.024M	0.2%	$46.99 *	$52.36	-6.1%	COM NEW	457985208
INTC	INTEL CORP	16,957	$1.015M	0.2%	$59.83 *	$37.14	+43.2%	COM	458140100
PHG	KONINKLIJKE PHILIPS N V	21,138	$990K	0.2%	$46.84	$38.24	—	NY REG SH NEW	500472303
—	ZYNGA INC	102,034	$973K	0.2%	$9.54	$7.68	—	CL A	98986T108
AVY	AVERY DENNISON CORP	8,400	$958K	0.2%	$114.08 *	$99.13	+0.7%	COM	053611109
EQR	EQUITY RESIDENTIAL	16,134	$949K	0.2%	$58.82 *	$54.92	-9.5%	SH BEN INT	29476L107
CHRW	C H ROBINSON WORLDWIDE INC	11,847	$937K	0.2%	$79.06 *	$69.77	-5.3%	COM NEW	12541W209
CRL	CHARLES RIV LABS INTL INC	5,313	$926K	0.2%	$174.35 *	$134.30	+18.8%	COM	159864107
—	HILL ROM HLDGS INC	8,395	$922K	0.2%	$109.78	$98.05	—	COM	431475102
OMCL	OMNICELL INC	12,909	$912K	0.2%	$70.62 *	$64.22	+6.6%	COM	68213N109
HLAL	LISTED FD TR	32,941	$882K	0.2%	$26.77	$26.77	—	WAHED FTSE ETF	53656F607
BMRN	BIOMARIN PHARMACEUTICAL INC	7,030	$867K	0.2%	$123.33 *	$75.05	+32.4%	COM	09061G101
SYK	STRYKER CORPORATION	4,807	$866K	0.2%	$180.20 *	$145.67	+19.2%	COM	863667101
—	ANSYS INC	2,941	$858K	0.2%	$291.78	$167.81	—	COM	03662Q105
HSIC	HENRY SCHEIN INC	14,633	$854K	0.2%	$58.39 *	$66.24	-15.6%	COM	806407102
TSLA	TESLA INC	784	$847K	0.2%	$1079.91 *	$18.84	+187.1%	COM	88160R101
TTEK	TETRA TECH INC NEW	10,683	$845K	0.2%	$79.12 *	$14.29	+6.3%	COM	88162G103
MCO	MOODYS CORP	3,020	$830K	0.2%	$274.73 *	$144.50	+67.8%	COM	615369105
TECH	BIO-TECHNE CORP	3,121	$824K	0.2%	$264.03 *	$47.33	+23.6%	COM	09073M104
VMC	VULCAN MATLS CO	7,019	$813K	0.2%	$115.84 *	$122.04	-14.4%	COM	929160109
BKNG	BOOKING HOLDINGS INC	510	$813K	0.2%	$1593.63 *	$1914.93	-21.8%	COM	09857L108
ETSY	ETSY INC	7,536	$801K	0.2%	$106.23 *	$58.80	+25.8%	COM	29786A106
AZN	ASTRAZENECA PLC	14,858	$786K	0.2%	$52.89	$36.92	—	SPONSORED ADR	046353108
—	TE CONNECTIVITY LTD	9,552	$779K	0.2%	$81.55	$72.62	—	REG SHS	H84989104
OKTA	OKTA INC	3,878	$776K	0.2%	$200.21 *	$108.83	+56.0%	CL A	679295105
TJX	TJX COS INC NEW	15,351	$776K	0.2%	$50.56 *	$44.31	+5.2%	COM	872540109
DCI	DONALDSON INC	16,683	$776K	0.2%	$46.52 *	$40.19	+0.4%	COM	257651109
WCN	WASTE CONNECTIONS INC	8,242	$773K	0.2%	$93.79 *	$84.36	+1.7%	COM	94106B101
—	MARVELL TECHNOLOGY GROUP LTD	21,914	$768K	0.2%	$35.06	$23.39	—	ORD	G5876H105
CTVA	CORTEVA INC	28,268	$757K	0.2%	$26.79 *	$26.37	-7.7%	COM	22052L104
CHE	CHEMED CORP NEW	1,678	$757K	0.2%	$451.07 *	$346.76	+26.4%	COM	16359R103
WAT	WATERS CORP	4,170	$752K	0.2%	$180.42 *	$215.83	-12.4%	COM	941848103
INCY	INCYTE CORP	7,166	$745K	0.2%	$103.97 *	$75.70	+27.3%	COM	45337C102
CABO	CABLE ONE INC	417	$741K	0.2%	$1776.13 *	$1282.90	+29.2%	COM	12685J105
FELE	FRANKLIN ELEC INC	13,949	$733K	0.2%	$52.52 *	$38.60	+21.5%	COM	353514102
CPT	CAMDEN PPTY TR	7,947	$725K	0.2%	$91.22 *	$78.82	-7.6%	SH BEN INT	133131102
TXN	TEXAS INSTRS INC	5,691	$723K	0.2%	$126.98 *	$99.52	0.0%	COM	882508104
CNXN	PC CONNECTION INC	15,474	$717K	0.2%	$46.36 *	$35.42	+12.3%	COM	69318J100
—	LABORATORY CORP AMER HLDGS	4,274	$710K	0.2%	$166.11	$167.05	—	COM NEW	50540R409
—	SEATTLE GENETICS INC	4,158	$706K	0.2%	$169.90	$156.82	—	COM	812578102
RHI	ROBERT HALF INTL INC	13,366	$706K	0.2%	$52.83 *	$56.39	-15.8%	COM	770323103
DPZ	DOMINOS PIZZA INC	1,911	$706K	0.2%	$369.44 *	$229.54	+49.8%	COM	25754A201
CBRE	CBRE GROUP INC	15,595	$705K	0.2%	$45.22 *	$51.01	-15.5%	CL A	12504L109
LZB	LA Z BOY INC	26,046	$705K	0.2%	$27.06 *	$27.90	-13.8%	COM	505336107
DORM	DORMAN PRODUCTS INC	10,439	$700K	0.2%	$67.07 *	$71.03	-9.4%	COM	258278100
CDW	CDW CORP	5,990	$696K	0.2%	$116.18 *	$112.91	-10.4%	COM	12514G108
JAZZ	JAZZ PHARMACEUTICALS PLC	6,242	$689K	0.2%	$110.34	$147.21	-24.9%	SHS USD	G50871105
BFAM	BRIGHT HORIZONS FAM SOL IN D	5,844	$685K	0.2%	$117.20 *	$138.27	-17.4%	COM	109194100
O	REALTY INCOME CORP	11,469	$682K	0.2%	$59.50 *	$43.56	-7.9%	COM	756109104
PSX	PHILLIPS 66	9,436	$678K	0.2%	$71.90 *	$64.74	-13.2%	COM	718546104
IPGP	IPG PHOTONICS CORP	4,172	$669K	0.2%	$160.39 *	$118.93	+19.7%	COM	44980X109
TER	TERADYNE INC	7,900	$668K	0.2%	$84.51 *	$51.49	+27.2%	COM	880770102
BCPC	BALCHEM CORP	7,007	$665K	0.2%	$94.87 *	$75.26	+20.4%	COM	057665200
—	ARISTA NETWORKS INC	3,136	$659K	0.2%	$210.04	$209.32	—	COM	040413106
PFE	PFIZER INC	19,830	$648K	0.2%	$32.70 *	$25.99	0.0%	COM	717081103
ONTO	ONTO INNOVATION INC	18,906	$644K	0.2%	$34.04 *	$33.74	-3.7%	COM	683344105
ESS	ESSEX PPTY TR INC	2,798	$641K	0.2%	$229.18 *	$215.49	-9.3%	COM	297178105
NYT	NEW YORK TIMES CO	15,065	$633K	0.1%	$42.03 *	$29.73	+15.9%	CL A	650111107
—	FORWARD AIR CORP	12,570	$626K	0.1%	$49.82	$52.10	—	COM	349853101
ARE	ALEXANDRIA REAL ESTATE EQ IN	3,843	$623K	0.1%	$162.24 *	$109.71	+11.2%	COM	015271109
ILMN	ILLUMINA INC	1,656	$613K	0.1%	$370.35 *	$263.43	+22.2%	COM	452327109
—	BLACK KNIGHT INC	8,343	$605K	0.1%	$72.56	$72.56	—	COM	09215C105
SNAP	SNAP INC	25,517	$599K	0.1%	$23.49 *	$12.68	+40.2%	CL A	83304A106
PLNT	PLANET FITNESS INC	9,797	$593K	0.1%	$60.57	$70.47	-14.8%	CL A	72703H101
BABA	ALIBABA GROUP HLDG LTD	2,729	$589K	0.1%	$215.74	$180.62	—	SPONSORED ADS	01609W102
LFUS	LITTELFUSE INC	3,450	$589K	0.1%	$170.64 *	$131.61	+15.3%	COM	537008104
—	TIFFANY & CO NEW	4,825	$588K	0.1%	$121.94	$97.39	—	COM	886547108
MEDP	MEDPACE HLDGS INC	6,134	$571K	0.1%	$93.03 *	$75.95	+12.0%	COM	58506Q109
ALLE	ALLEGION PLC	5,562	$569K	0.1%	$102.22 *	$86.43	+6.0%	ORD SHS	G0176J109
ETN	EATON CORP PLC	6,342	$555K	0.1%	$87.48 *	$68.33	+9.4%	SHS	G29183103
HXL	HEXCEL CORP NEW	12,213	$552K	0.1%	$45.22 *	$74.50	-52.2%	COM	428291108
CHH	CHOICE HOTELS INTL INC	6,985	$551K	0.1%	$78.90 *	$80.05	-8.7%	COM	169905106
TSCO	TRACTOR SUPPLY CO	4,165	$549K	0.1%	$131.78 *	$15.56	+28.6%	COM	892356106
—	ALEXION PHARMACEUTICALS INC	4,874	$547K	0.1%	$112.24	$112.24	—	COM	015351109
CSGP	COSTAR GROUP INC	765	$544K	0.1%	$710.67 *	$54.05	+19.6%	COM	22160N109
SMP	STANDARD MTR PRODS INC	13,152	$542K	0.1%	$41.20	$47.24	-14.3%	COM	853666105
DGX	QUEST DIAGNOSTICS INC	4,698	$535K	0.1%	$113.97 *	$82.95	+14.8%	COM	74834L100
FIX	COMFORT SYS USA INC	12,959	$528K	0.1%	$40.75 *	$34.50	0.0%	COM	199908104
GRMN	GARMIN LTD	5,412	$528K	0.1%	$97.50 *	$57.79	+30.6%	SHS	H2906T109
KFRC	KFORCE INC	17,595	$515K	0.1%	$29.25	$28.74	+1.2%	COM	493732101
SIMO	SILICON MOTION TECHNOLOGY CO	10,399	$507K	0.1%	$48.77	$41.32	—	SPONSORED ADR	82706C108
AMH	AMERICAN HOMES 4 RENT	18,674	$502K	0.1%	$26.90	$26.39	—	CL A	02665T306
ADC	AGREE REALTY CORP	7,608	$500K	0.1%	$65.71	$65.63	—	COM	008492100
KFY	KORN FERRY	15,954	$490K	0.1%	$30.73 *	$26.11	0.0%	COM NEW	500643200
MAA	MID-AMER APT CMNTYS INC	4,274	$490K	0.1%	$114.66 *	$85.75	+8.4%	COM	59522J103
MAS	MASCO CORP	9,696	$487K	0.1%	$50.21 *	$31.31	+25.8%	COM	574599106
BOOT	BOOT BARN HLDGS INC	21,754	$469K	0.1%	$21.56 *	$27.06	-27.7%	COM	099406100
GLD	SPDR GOLD TR	2,770	$464K	0.1%	$167.37	$135.89	—	GOLD SHS	78463V107
CSW	CSW INDUSTRIALS INC	6,696	$463K	0.1%	$69.11 *	$65.67	0.0%	COM	126402106
—	PROS HOLDINGS INC	10,369	$461K	0.1%	$44.43	$44.49	—	COM	74346Y103
FLS	FLOWSERVE CORP	15,858	$452K	0.1%	$28.52 *	$41.05	-42.5%	COM	34354P105
HSY	HERSHEY CO	3,439	$446K	0.1%	$129.62 *	$110.13	+6.9%	COM	427866108
JBHT	HUNT J B TRANS SVCS INC	3,674	$442K	0.1%	$120.34 *	$84.95	+20.5%	COM	445658107
AMBA	AMBARELLA INC	9,625	$441K	0.1%	$45.80 *	$53.99	-4.6%	SHS	G037AX101
—	HMS HLDGS CORP	13,493	$437K	0.1%	$32.39	$32.39	—	COM	40425J101
CGNX	COGNEX CORP	7,232	$432K	0.1%	$59.72 *	$46.08	+11.0%	COM	192422103
—	PS BUSINESS PKS INC CALIF	3,236	$428K	0.1%	$132.41	$141.64	—	COM	69360J107
—	SWITCH INC	23,752	$423K	0.1%	$17.82	$13.76	—	CL A	87105L104
—	REALPAGE INC	6,499	$423K	0.1%	$65.01	$61.88	—	COM	75606N109
USPH	U S PHYSICAL THERAPY INC	5,059	$410K	0.1%	$81.03 *	$105.88	-31.1%	COM	90337L108
—	SEAGATE TECHNOLOGY PLC	8,425	$408K	0.1%	$48.41	$48.41	—	SHS	G7945M107
PTC	PTC INC	5,226	$407K	0.1%	$77.79 *	$73.07	-3.0%	COM	69370C100
UI	UBIQUITI INC	2,328	$406K	0.1%	$174.56 *	$120.85	+38.8%	COM	90353W103
XYL	XYLEM INC	6,177	$401K	0.1%	$64.96 *	$70.01	-11.8%	COM	98419M100
—	COUPA SOFTWARE INC	1,396	$387K	0.1%	$276.96	$214.60	—	COM	22266L106
ROL	ROLLINS INC	8,803	$373K	0.1%	$42.39 *	$21.24	+17.7%	COM	775711104
—	SOLARWINDS CORP	20,984	$371K	0.1%	$17.67	$18.06	—	COM	83417Q105
RNG	RINGCENTRAL INC	1,286	$367K	0.1%	$285.01 *	$131.10	+92.9%	CL A	76680R206
UDR	UDR INC	9,490	$355K	0.1%	$37.38 *	$34.53	-12.5%	COM	902653104
TTD	THE TRADE DESK INC	833	$339K	0.1%	$406.44 *	$30.15	0.0%	COM CL A	88339J105
CTS	CTS CORP	15,972	$320K	0.1%	$20.04 *	$30.54	-31.5%	COM	126501105
ISRG	INTUITIVE SURGICAL INC	555	$316K	0.1%	$569.73 *	$175.42	+2.2%	COM NEW	46120E602
—	SYKES ENTERPRISES INC	11,427	$316K	0.1%	$27.66	$30.38	—	COM	871237103
FIVE	FIVE BELOW INC	2,882	$308K	0.1%	$106.90 *	$121.45	-22.8%	COM	33829M101
MEI	METHODE ELECTRS INC	9,817	$307K	0.1%	$31.26 *	$27.39	-5.9%	COM	591520200
AZTA	BROOKS AUTOMATION INC NEW	6,789	$300K	0.1%	$44.24 *	$33.93	+11.7%	COM	114340102
—	ZENDESK INC	3,364	$298K	0.1%	$88.53	$82.88	—	COM	98936J101
—	JUNIPER NETWORKS INC	12,993	$297K	0.1%	$22.86	$23.22	—	COM	48203R104
IDXX	IDEXX LABS INC	880	$291K	0.1%	$330.33 *	$289.54	0.0%	COM	45168D104
DOX	AMDOCS LTD	4,737	$288K	0.1%	$60.88 *	$52.19	+5.0%	SHS	G02602103
QLYS	QUALYS INC	2,745	$286K	0.1%	$104.01	$83.32	+25.7%	COM	74758T303
COP	CONOCOPHILLIPS	6,792	$285K	0.1%	$42.02 *	$46.21	-28.8%	COM	20825C104
—	ENVESTNET INC	3,847	$283K	0.1%	$73.53	$67.05	—	COM	29404K106
EXR	EXTRA SPACE STORAGE INC	2,987	$276K	0.1%	$92.38 *	$71.13	+5.4%	COM	30225T102
COLD	AMERICOLD RLTY TR	7,128	$259K	0.1%	$36.30	$36.67	—	COM	03064D108
—	SKECHERS U S A INC	7,800	$245K	0.1%	$31.38	$31.38	—	CL A	830566105
SPSC	SPS COMMERCE INC	3,194	$240K	0.1%	$75.13 *	$60.93	0.0%	COM	78463M107
ANGO	ANGIODYNAMICS INC	23,391	$238K	0.1%	$10.17	$20.60	-50.0%	COM	03475V101
—	NEW RELIC INC	3,416	$235K	0.1%	$68.90	$68.90	—	COM	64829B100
SRPT	SAREPTA THERAPEUTICS INC	1,466	$235K	0.1%	$160.29 *	$136.08	0.0%	COM	803607100
—	CERIDIAN HCM HLDG INC	2,782	$221K	0.1%	$79.27 *	$64.18	0.0%	COM	15677J108
CRI	CARTERS INC	2,630	$212K	0.0%	$80.71 *	$64.07	+2.8%	COM	146229109
NIO	NIO INC	24,978	$193K	0.0%	$7.72	$7.72	—	SPON ADS	62914V106
CTRE	CARETRUST REIT INC	10,538	$181K	0.0%	$17.16	$20.17	—	COM	14174T107
SLV	ISHARES SILVER TR	10,400	$177K	0.0%	$17.01	$17.01	—	ISHARES	46428Q109
—	HERMITAGE OFFSHORE SERVICE L	20,000	$10,368	0.0%	$0.52	$0.57	—	SHS	G4511M108