Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	168,481	$19.51M	4.0%	$95.51	+10.9%	COM	037833100
MSFT	MICROSOFT CORP	60,354	$12.69M	2.6%	$97.94	+105.0%	COM	594918104
META	FACEBOOK INC	42,898	$11.24M	2.3%	$153.93	+66.4%	CL A	30303M102
GOOGL	ALPHABET INC	4,393	$6.439M	1.3%	$52.75	+43.3%	CAP STK CL A	02079K305
KLAC	KLA CORP	28,741	$5.568M	1.2%	$107.07	+73.8%	COM NEW	482480100
LOW	LOWES COS INC	33,255	$5.516M	1.1%	$86.67	+61.4%	COM	548661107
OLLI	OLLIES BARGAIN OUTLET HLDGS	58,223	$5.086M	1.1%	$71.74	+36.3%	COM	681116109
JNJ	JOHNSON & JOHNSON	33,697	$5.017M	1.0%	$101.62	+25.0%	COM	478160104
SWKS	SKYWORKS SOLUTIONS INC	32,606	$4.744M	1.0%	$70.75	+71.9%	COM	83088M102
AMD	ADVANCED MICRO DEVICES INC	52,357	$4.293M	0.9%	$74.25	0.0%	COM	007903107
PAYC	PAYCOM SOFTWARE INC	13,607	$4.236M	0.9%	$181.86	+57.4%	COM	70432V102
MDT	MEDTRONIC PLC	40,367	$4.195M	0.9%	$77.56	+11.2%	SHS	G5960L103
DG	DOLLAR GEN CORP NEW	18,585	$3.896M	0.8%	$95.81	+90.0%	COM	256677105
ABT	ABBOTT LABS	35,050	$3.815M	0.8%	$70.11	+31.7%	COM	002824100
PEP	PEPSICO INC	26,995	$3.741M	0.8%	$96.83	+18.9%	COM	713448108
CTAS	CINTAS CORP	11,184	$3.722M	0.8%	$39.93	+82.6%	COM	172908105
ATHM	AUTOHOME INC	37,143	$3.566M	0.7%	$96.00	—	SP ADR RP CL A	05278C107
BBY	BEST BUY INC	31,822	$3.541M	0.7%	$53.16	+53.9%	COM	086516101
APD	AIR PRODS & CHEMS INC	11,876	$3.537M	0.7%	$151.71	+65.9%	COM	009158106
TGT	TARGET CORP	22,459	$3.536M	0.7%	$86.61	+37.0%	COM	87612E106
CRM	SALESFORCE COM INC	13,973	$3.512M	0.7%	$139.27	+55.3%	COM	79466L302
CDNS	CADENCE DESIGN SYSTEM INC	32,654	$3.482M	0.7%	$56.60	+85.9%	COM	127387108
NVDA	NVIDIA CORPORATION	6,385	$3.456M	0.7%	$5.43	+113.4%	COM	67066G104
ITW	ILLINOIS TOOL WKS INC	17,798	$3.439M	0.7%	$113.01	+48.0%	COM	452308109
PG	PROCTER AND GAMBLE CO	24,723	$3.436M	0.7%	$82.65	+40.8%	COM	742718109
BL	BLACKLINE INC	38,024	$3.408M	0.7%	$51.15	+64.0%	COM	09239B109
HOLX	HOLOGIC INC	49,996	$3.323M	0.7%	$49.23	+28.6%	COM	436440101
CVX	CHEVRON CORP NEW	46,038	$3.315M	0.7%	$77.32	-14.0%	COM	166764100
—	LAM RESEARCH CORP	9,940	$3.297M	0.7%	$201.41	—	COM	512807108
—	CITRIX SYS INC	23,606	$3.251M	0.7%	$108.50	—	COM	177376100
DXCM	DEXCOM INC	7,857	$3.239M	0.7%	$42.15	+147.9%	COM	252131107
XYZ	SQUARE INC	19,745	$3.21M	0.7%	$63.63	+121.9%	CL A	852234103
ROST	ROSS STORES INC	34,251	$3.196M	0.7%	$77.66	+9.3%	COM	778296103
CLX	CLOROX CO DEL	15,175	$3.189M	0.7%	$113.92	+65.8%	COM	189054109
RIO	RIO TINTO PLC	51,714	$3.123M	0.6%	$56.80	—	SPONSORED ADR	767204100
ADBE	ADOBE SYSTEMS INCORPORATED	6,337	$3.108M	0.6%	$259.48	+79.3%	COM	00724F101
MMM	3M CO	19,376	$3.104M	0.6%	$107.79	+2.4%	COM	88579Y101
TRU	TRANSUNION	36,864	$3.101M	0.6%	$65.40	+28.6%	COM	89400J107
GPC	GENUINE PARTS CO	32,364	$3.08M	0.6%	$73.85	+8.4%	COM	372460105
EW	EDWARDS LIFESCIENCES CORP	37,956	$3.03M	0.6%	$74.04	+5.4%	COM	28176E108
FOXF	FOX FACTORY HLDG CORP	39,760	$2.955M	0.6%	$55.51	+62.1%	COM	35138V102
—	TWITTER INC	65,920	$2.933M	0.6%	$34.96	—	COM	90184L102
APH	AMPHENOL CORP NEW	26,995	$2.923M	0.6%	$20.80	+20.5%	CL A	032095101
DOCU	DOCUSIGN INC	13,380	$2.88M	0.6%	$104.82	+98.0%	COM	256163106
AZO	AUTOZONE INC	2,442	$2.876M	0.6%	$954.02	+23.8%	COM	053332102
KMB	KIMBERLY CLARK CORP	19,410	$2.866M	0.6%	$96.37	+28.1%	COM	494368103
CCI	CROWN CASTLE INTL CORP NEW	17,022	$2.834M	0.6%	$106.05	+21.7%	COM	22822V101
GWW	GRAINGER W W INC	7,862	$2.805M	0.6%	$218.34	+48.5%	COM	384802104
ALB	ALBEMARLE CORP	30,702	$2.741M	0.6%	$64.69	+28.3%	COM	012653101
AMGN	AMGEN INC	10,711	$2.722M	0.6%	$174.37	+20.2%	COM	031162100
FDS	FACTSET RESH SYS INC	8,009	$2.682M	0.6%	$210.03	+56.4%	COM	303075105
FAST	FASTENAL CO	59,387	$2.678M	0.6%	$12.95	+54.9%	COM	311900104
PWR	QUANTA SVCS INC	49,642	$2.624M	0.5%	$36.96	+24.5%	COM	74762E102
—	KIRKLAND LAKE GOLD LTD	53,506	$2.607M	0.5%	$41.73	—	COM	49741E100
EXPD	EXPEDITORS INTL WASH INC	28,739	$2.601M	0.5%	$67.65	+18.2%	COM	302130109
AMAT	APPLIED MATLS INC	43,495	$2.586M	0.5%	$41.17	+43.0%	COM	038222105
EQIX	EQUINIX INC	3,343	$2.541M	0.5%	$384.95	+77.6%	COM	29444U700
PLD	PROLOGIS INC.	24,804	$2.496M	0.5%	$61.03	+41.2%	COM	74340W103
ECL	ECOLAB INC	12,437	$2.485M	0.5%	$152.39	+23.7%	COM	278865100
AMT	AMERICAN TOWER CORP NEW	10,264	$2.481M	0.5%	$166.38	+30.3%	COM	03027X100
EMR	EMERSON ELEC CO	37,835	$2.481M	0.5%	$49.28	+19.3%	COM	291011104
TYL	TYLER TECHNOLOGIES INC	7,013	$2.444M	0.5%	$262.91	+31.5%	COM	902252105
—	DUCK CREEK TECHNOLOGIES INC	53,769	$2.443M	0.5%	$45.43	—	SHS	264120106
EL	LAUDER ESTEE COS INC	11,064	$2.415M	0.5%	$135.05	+41.3%	CL A	518439104
DOV	DOVER CORP	22,284	$2.414M	0.5%	$72.83	+36.9%	COM	260003108
EPAM	EPAM SYS INC	7,445	$2.407M	0.5%	$166.98	+78.8%	COM	29414B104
TT	TRANE TECHNOLOGIES PLC	19,698	$2.388M	0.5%	$94.99	+10.2%	SHS	G8994E103
AOS	SMITH A O CORP	44,483	$2.349M	0.5%	$45.46	-0.3%	COM	831865209
—	AVALARA INC	18,180	$2.315M	0.5%	$88.65	—	COM	05338G106
VRSN	VERISIGN INC	11,274	$2.309M	0.5%	$198.93	+2.9%	COM	92343E102
MDLZ	MONDELEZ INTL INC	40,089	$2.303M	0.5%	$44.97	+8.0%	CL A	609207105
ROP	ROPER TECHNOLOGIES INC	5,823	$2.301M	0.5%	$312.88	+28.7%	COM	776696106
SCCO	SOUTHERN COPPER CORP	50,586	$2.29M	0.5%	$26.44	+28.3%	COM	84265V105
HEI/A	HEICO CORP NEW	25,389	$2.251M	0.5%	$80.37	+4.2%	CL A	422806208
—	ATLASSIAN CORP PLC	12,244	$2.226M	0.5%	$165.08	—	CL A	G06242104
ULTA	ULTA BEAUTY INC	9,936	$2.225M	0.5%	$270.82	-20.6%	COM	90384S303
MKC	MCCORMICK & CO INC	11,366	$2.206M	0.5%	$52.99	+65.4%	COM NON VTG	579780206
CSGP	COSTAR GROUP INC	2,588	$2.196M	0.5%	$72.12	+10.5%	COM	22160N109
AAON	AAON INC	35,811	$2.158M	0.4%	$27.41	+36.0%	COM PAR $0.004	000360206
SHW	SHERWIN WILLIAMS CO	3,073	$2.141M	0.4%	$127.26	+63.6%	COM	824348106
TER	TERADYNE INC	26,881	$2.136M	0.4%	$73.72	+12.6%	COM	880770102
PNR	PENTAIR PLC	45,688	$2.091M	0.4%	$35.23	+15.2%	SHS	G7S00T104
ABBNY	ABB LTD	82,062	$2.088M	0.4%	$21.28	—	SPONSORED ADR	000375204
VFC	V F CORP	29,183	$2.05M	0.4%	$75.36	-14.3%	COM	918204108
SWK	STANLEY BLACK & DECKER INC	12,576	$2.04M	0.4%	$99.27	+32.1%	COM	854502101
—	LINDE PLC	8,511	$2.027M	0.4%	$187.52	—	SHS	G5494J103
FMC	F M C CORP	19,061	$2.019M	0.4%	$69.46	+30.6%	COM NEW	302491303
A	AGILENT TECHNOLOGIES INC	19,872	$2.006M	0.4%	$70.55	+32.2%	COM	00846U101
SBUX	STARBUCKS CORP	22,982	$1.975M	0.4%	$64.14	+10.4%	COM	855244109
—	ASPEN TECHNOLOGY INC	15,509	$1.963M	0.4%	$126.59	—	COM	045327103
MTD	METTLER TOLEDO INTERNATIONAL	1,996	$1.928M	0.4%	$540.43	+71.7%	COM	592688105
KO	COCA COLA CO	38,244	$1.888M	0.4%	$39.76	+2.6%	COM	191216100
BDX	BECTON DICKINSON & CO	8,055	$1.874M	0.4%	$218.98	+2.9%	COM	075887109
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	26,868	$1.865M	0.4%	$54.80	+9.4%	CL A	192446102
TWLO	TWILIO INC	7,548	$1.865M	0.4%	$142.24	+73.3%	CL A	90138F102
TSLA	TESLA INC	4,341	$1.862M	0.4%	$100.15	+17.9%	COM	88160R101
CMI	CUMMINS INC	8,715	$1.84M	0.4%	$131.58	+32.9%	COM	231021106
LLY	LILLY ELI & CO	12,266	$1.816M	0.4%	$82.55	+76.6%	COM	532457108
MGA	MAGNA INTL INC	39,285	$1.797M	0.4%	$42.40	-4.4%	COM	559222401
ODFL	OLD DOMINION FREIGHT LINE IN	9,916	$1.794M	0.4%	$45.97	+99.1%	COM	679580100
TFX	TELEFLEX INCORPORATED	5,209	$1.773M	0.4%	$311.46	+15.0%	COM	879369106
VEEV	VEEVA SYS INC	6,296	$1.77M	0.4%	$134.55	+95.9%	CL A COM	922475108
BIIB	BIOGEN INC	6,235	$1.769M	0.4%	$270.57	+3.1%	COM	09062X103
CHD	CHURCH & DWIGHT INC	18,770	$1.759M	0.4%	$60.60	+40.6%	COM	171340102
PAC	GRUPO AEROPUERTO DEL PACIFIC	21,662	$1.747M	0.4%	$82.19	—	SPON ADR B	400506101
AVGO	BROADCOM INC	4,767	$1.737M	0.4%	$23.28	+27.3%	COM	11135F101
LULU	LULULEMON ATHLETICA INC	5,262	$1.733M	0.4%	$228.55	+46.0%	COM	550021109
MNST	MONSTER BEVERAGE CORP NEW	21,608	$1.733M	0.4%	$29.87	+32.2%	COM	61174X109
SBAC	SBA COMMUNICATIONS CORP NEW	5,439	$1.732M	0.4%	$255.63	+11.2%	CL A	78410G104
REGN	REGENERON PHARMACEUTICALS	3,091	$1.731M	0.4%	$351.24	+71.7%	COM	75886F107
CL	COLGATE PALMOLIVE CO	22,259	$1.717M	0.4%	$60.26	+11.8%	COM	194162103
—	UNILEVER PLC	27,057	$1.669M	0.3%	$55.32	—	SPON ADR NEW	904767704
NKE	NIKE INC	13,263	$1.665M	0.3%	$87.57	+13.8%	CL B	654106103
JBHT	HUNT J B TRANS SVCS INC	13,073	$1.652M	0.3%	$114.99	+10.2%	COM	445658107
ADP	AUTOMATIC DATA PROCESSING IN	11,543	$1.61M	0.3%	$112.41	+11.2%	COM	053015103
NVO	NOVO-NORDISK A S	22,760	$1.58M	0.3%	$52.36	—	ADR	670100205
MPWR	MONOLITHIC PWR SYS INC	5,618	$1.571M	0.3%	$250.15	0.0%	COM	609839105
GLW	CORNING INC	48,156	$1.561M	0.3%	$23.96	+11.3%	COM	219350105
INTU	INTUIT	4,713	$1.537M	0.3%	$208.14	+45.4%	COM	461202103
GNTX	GENTEX CORP	59,205	$1.525M	0.3%	$25.15	+5.6%	COM	371901109
AKAM	AKAMAI TECHNOLOGIES INC	13,776	$1.523M	0.3%	$81.30	+36.5%	COM	00971T101
—	CERNER CORP	21,029	$1.52M	0.3%	$68.36	—	COM	156782104
CPRT	COPART INC	13,937	$1.466M	0.3%	$10.92	+121.9%	COM	217204106
—	APTIV PLC	15,896	$1.457M	0.3%	$82.36	—	SHS	G6095L109
TSCO	TRACTOR SUPPLY CO	10,136	$1.453M	0.3%	$21.92	+20.3%	COM	892356106
RPM	RPM INTL INC	17,321	$1.435M	0.3%	$65.85	+24.0%	COM	749685103
—	BARRICK GOLD CORP	51,037	$1.435M	0.3%	$16.50	—	COM	067901108
PANW	PALO ALTO NETWORKS INC	5,830	$1.427M	0.3%	$31.86	+30.6%	COM	697435105
ATO	ATMOS ENERGY CORP	14,884	$1.423M	0.3%	$93.46	-6.7%	COM	049560105
PCTY	PAYLOCITY HLDG CORP	8,757	$1.414M	0.3%	$102.38	+37.5%	COM	70438V106
—	SEATTLE GENETICS INC	7,201	$1.409M	0.3%	$173.24	—	COM	812578102
MRK	MERCK & CO. INC	16,921	$1.404M	0.3%	$53.05	+24.3%	COM	58933Y105
ORLY	OREILLY AUTOMOTIVE INC	3,024	$1.394M	0.3%	$20.70	+46.8%	COM	67103H107
GDDY	GODADDY INC	18,269	$1.388M	0.3%	$62.20	+21.2%	CL A	380237107
BFAM	BRIGHT HORIZONS FAM SOL IN D	9,051	$1.376M	0.3%	$133.84	-6.0%	COM	109194100
NVS	NOVARTIS AG	15,799	$1.374M	0.3%	$83.69	—	SPONSORED ADR	66987V109
SAP	SAP SE	8,799	$1.371M	0.3%	$117.49	—	SPON ADR	803054204
NEM	NEWMONT CORP	21,285	$1.351M	0.3%	$38.22	+44.3%	COM	651639106
CMG	CHIPOTLE MEXICAN GRILL INC	1,077	$1.34M	0.3%	$24.10	0.0%	COM	169656105
UNP	UNION PAC CORP	6,710	$1.321M	0.3%	$91.66	+79.9%	COM	907818108
COLM	COLUMBIA SPORTSWEAR CO	14,868	$1.293M	0.3%	$90.61	-15.0%	COM	198516106
TECH	BIO-TECHNE CORP	5,134	$1.272M	0.3%	$53.71	+18.4%	COM	09073M104
DLR	DIGITAL RLTY TR INC	8,598	$1.262M	0.3%	$90.10	+37.8%	COM	253868103
KEYS	KEYSIGHT TECHNOLOGIES INC	12,349	$1.22M	0.3%	$98.22	0.0%	COM	49338L103
CRL	CHARLES RIV LABS INTL INC	5,313	$1.203M	0.2%	$134.30	+54.5%	COM	159864107
AMN	AMN HEALTHCARE SVCS INC	20,171	$1.179M	0.2%	$47.05	+11.9%	COM	001744101
ASML	ASML HOLDING N V	3,171	$1.171M	0.2%	$169.94	—	N Y REGISTRY SHS	N07059210
SYK	STRYKER CORPORATION	5,575	$1.162M	0.2%	$150.90	+21.7%	COM	863667101
VRSK	VERISK ANALYTICS INC	6,026	$1.117M	0.2%	$145.54	+21.5%	COM	92345Y106
—	LHC GROUP INC	5,219	$1.109M	0.2%	$112.83	—	COM	50187A107
ETSY	ETSY INC	8,989	$1.093M	0.2%	$68.22	+71.6%	COM	29786A106
IMO	IMPERIAL OIL LTD	88,873	$1.063M	0.2%	$12.89	+4.9%	COM NEW	453038408
PHG	KONINKLIJKE PHILIPS N V	22,390	$1.056M	0.2%	$38.74	—	NY REG SH NEW	500472303
—	ANSYS INC	3,205	$1.049M	0.2%	$180.94	—	COM	03662Q105
—	CORESITE RLTY CORP	8,788	$1.045M	0.2%	$102.74	—	COM	21870Q105
CSCO	CISCO SYS INC	26,321	$1.037M	0.2%	$39.37	-5.9%	COM	17275R102
DORM	DORMAN PRODUCTS INC	11,429	$1.033M	0.2%	$71.80	+11.3%	COM	258278100
BKNG	BOOKING HOLDINGS INC	595	$1.018M	0.2%	$1888.21	-8.5%	COM	09857L108
—	DUKE REALTY CORP	27,505	$1.015M	0.2%	$32.34	—	COM NEW	264411505
IT	GARTNER INC	8,109	$1.013M	0.2%	$135.24	-6.0%	COM	366651107
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	4,007	$1.012M	0.2%	$189.25	+42.2%	CL A	989207105
—	ABIOMED INC	3,637	$1.008M	0.2%	$277.04	—	COM	003654100
—	TE CONNECTIVITY LTD	10,183	$995K	0.2%	$74.18	—	REG SHS	H84989104
TJX	TJX COS INC NEW	17,826	$992K	0.2%	$45.11	+10.9%	COM	872540109
HLAL	LISTED FD TR	32,941	$989K	0.2%	$26.77	—	WAHED FTSE ETF	53656F607
ISRG	INTUITIVE SURGICAL INC	1,382	$981K	0.2%	$204.82	+9.6%	COM NEW	46120E602
—	SPLUNK INC	5,176	$974K	0.2%	$111.44	—	COM	848637104
WCN	WASTE CONNECTIONS INC	9,352	$971K	0.2%	$85.79	+12.4%	COM	94106B101
—	MAXIM INTEGRATED PRODS INC	14,336	$969K	0.2%	$67.61	—	COM	57772K101
AVB	AVALONBAY CMNTYS INC	6,485	$969K	0.2%	$148.81	-14.9%	COM	053484101
TS	TENARIS S A	97,262	$958K	0.2%	$12.75	—	SPONSORED ADS	88031M109
TXN	TEXAS INSTRS INC	6,616	$945K	0.2%	$101.94	+14.6%	COM	882508104
EA	ELECTRONIC ARTS INC	7,185	$937K	0.2%	$132.53	0.0%	COM	285512109
INTC	INTEL CORP	18,010	$933K	0.2%	$37.69	+23.5%	COM	458140100
—	ZYNGA INC	102,034	$931K	0.2%	$7.68	—	CL A	98986T108
—	IHS MARKIT LTD	11,513	$904K	0.2%	$63.81	—	SHS	G47567105
CABO	CABLE ONE INC	477	$900K	0.2%	$1332.78	+26.0%	COM	12685J105
SPSC	SPS COMMERCE INC	11,544	$899K	0.2%	$71.85	+5.8%	COM	78463M107
AVY	AVERY DENNISON CORP	6,996	$894K	0.2%	$99.13	+8.7%	COM	053611109
VMC	VULCAN MATLS CO	6,591	$893K	0.2%	$122.04	-1.5%	COM	929160109
TTEK	TETRA TECH INC NEW	9,111	$870K	0.2%	$14.29	+24.3%	COM	88162G103
—	NCINO INC	10,906	$869K	0.2%	$79.68	—	COM	63947U107
OMCL	OMNICELL COM	11,495	$858K	0.2%	$64.22	+7.9%	COM	68213N109
NIO	NIO INC	40,375	$857K	0.2%	$12.87	—	SPON ADS	62914V106
AZN	ASTRAZENECA PLC	15,558	$853K	0.2%	$37.72	—	SPONSORED ADR	046353108
TREX	TREX CO INC	11,898	$852K	0.2%	$69.18	0.0%	COM	89531P105
OKTA	OKTA INC	3,965	$848K	0.2%	$111.02	+87.8%	CL A	679295105
CBRE	CBRE GROUP INC	17,513	$823K	0.2%	$50.42	-9.5%	CL A	12504L109
FFIV	F5 NETWORKS INC	6,681	$820K	0.2%	$141.46	-4.9%	COM	315616102
HSY	HERSHEY CO	5,714	$819K	0.2%	$115.99	+7.6%	COM	427866108
DPZ	DOMINOS PIZZA INC	1,911	$813K	0.2%	$229.54	+62.2%	COM	25754A201
—	BLACK KNIGHT INC	9,283	$808K	0.2%	$74.02	—	COM	09215C105
CHE	CHEMED CORP NEW	1,678	$806K	0.2%	$346.76	+39.0%	COM	16359R103
—	LABORATORY CORP AMER HLDGS	4,274	$805K	0.2%	$167.05	—	COM NEW	50540R409
BABA	ALIBABA GROUP HLDG LTD	2,670	$785K	0.2%	$180.62	—	SPONSORED ADS	01609W102
MEDP	MEDPACE HLDGS INC	6,932	$775K	0.2%	$80.52	+43.6%	COM	58506Q109
PFE	PFIZER INC	21,031	$772K	0.2%	$26.05	+4.1%	COM	717081103
BCPC	BALCHEM CORP	7,902	$772K	0.2%	$77.49	+22.5%	COM	057665200
COLD	AMERICOLD RLTY TR	21,528	$770K	0.2%	$36.05	—	COM	03064D108
MCO	MOODYS CORP	2,650	$768K	0.2%	$144.50	+88.9%	COM	615369105
SMG	SCOTTS MIRACLE GRO CO	5,014	$767K	0.2%	$125.65	0.0%	CL A	810186106
TDOC	TELADOC HEALTH INC	3,477	$762K	0.2%	$211.77	0.0%	COM	87918A105
MAA	MID-AMER APT CMNTYS INC	6,373	$739K	0.2%	$89.12	+7.7%	COM	59522J103
—	MARVELL TECHNOLOGY GROUP LTD	18,423	$731K	0.2%	$23.39	—	ORD	G5876H105
LZB	LA Z BOY INC	22,877	$724K	0.1%	$27.90	+8.9%	COM	505336107
FELE	FRANKLIN ELEC INC	12,054	$709K	0.1%	$38.60	+39.2%	COM	353514102
IPGP	IPG PHOTONICS CORP	4,172	$709K	0.1%	$118.93	+38.8%	COM	44980X109
SYY	SYSCO CORP	11,258	$700K	0.1%	$53.16	-5.1%	COM	871829107
—	ARISTA NETWORKS INC	3,379	$699K	0.1%	$209.15	—	COM	040413106
—	XILINX INC	6,701	$699K	0.1%	$93.00	—	COM	983919101
ETN	EATON CORP PLC	6,772	$691K	0.1%	$69.65	+28.0%	SHS	G29183103
O	REALTY INCOME CORP	11,343	$689K	0.1%	$43.56	+3.5%	COM	756109104
SMP	STANDARD MTR PRODS INC	15,128	$675K	0.1%	$46.83	-5.7%	COM	853666105
—	ALEXION PHARMACEUTICALS INC	5,786	$662K	0.1%	$112.58	—	COM	015351109
AZTA	BROOKS AUTOMATION INC NEW	13,980	$647K	0.1%	$41.22	+16.7%	COM	114340102
MCHP	MICROCHIP TECHNOLOGY INC.	6,265	$644K	0.1%	$46.84	0.0%	COM	595017104
INCY	INCYTE CORP	7,164	$643K	0.1%	$75.70	+27.4%	COM	45337C102
BOOT	BOOT BARN HLDGS INC	22,588	$636K	0.1%	$26.96	-10.0%	COM	099406100
KFRC	KFORCE INC	19,656	$632K	0.1%	$29.08	+10.1%	COM	493732101
GWRE	GUIDEWIRE SOFTWARE INC	6,033	$629K	0.1%	$112.34	0.0%	COM	40171V100
—	FORWARD AIR CORP	10,907	$626K	0.1%	$52.10	—	COM	349853101
FIX	COMFORT SYS USA INC	12,072	$622K	0.1%	$34.50	+36.9%	COM	199908104
OTIS	OTIS WORLDWIDE CORP	9,782	$611K	0.1%	$56.47	0.0%	COM	68902V107
CPT	CAMDEN PPTY TR	6,798	$605K	0.1%	$78.82	-5.2%	SH BEN INT	133131102
ARE	ALEXANDRIA REAL ESTATE EQ IN	3,617	$579K	0.1%	$109.71	+22.3%	COM	015271109
IEX	IDEX CORP	3,139	$573K	0.1%	$162.36	0.0%	COM	45167R104
ILMN	ILLUMINA INC	1,832	$566K	0.1%	$271.22	+27.0%	COM	452327109
LFUS	LITTELFUSE INC	3,060	$543K	0.1%	$131.61	+34.9%	COM	537008104
ONTO	ONTO INNOVATION INC	18,147	$540K	0.1%	$33.74	-1.7%	COM	683344105
ADC	AGREE REALTY CORP	8,469	$539K	0.1%	$65.43	—	COM	008492100
AMH	AMERICAN HOMES 4 RENT	18,674	$532K	0.1%	$26.39	—	CL A	02665T306
SNAP	SNAP INC	20,118	$525K	0.1%	$12.68	+83.4%	CL A	83304A106
SIMO	SILICON MOTION TECHNOLOGY CO	13,877	$524K	0.1%	$40.44	—	SPONSORED ADR	82706C108
ELS	EQUITY LIFESTYLE PPTYS INC	8,264	$507K	0.1%	$81.00	—	COM	29472R108
CRWD	CROWDSTRIKE HLDGS INC	3,686	$506K	0.1%	$116.53	0.0%	CL A	22788C105
SUI	SUN CMNTYS INC	3,598	$506K	0.1%	$137.50	—	COM	866674104
BILL	BILL COM HLDGS INC	5,041	$506K	0.1%	$91.00	0.0%	COM	090043100
GLD	SPDR GOLD TR	2,770	$491K	0.1%	$135.89	—	GOLD SHS	78463V107
COP	CONOCOPHILLIPS	14,708	$483K	0.1%	$38.13	-18.2%	COM	20825C104
CSW	CSW INDUSTRIALS INC	6,211	$480K	0.1%	$65.67	+7.6%	COM	126402106
ROL	ROLLINS INC	8,802	$477K	0.1%	$21.24	+52.3%	COM	775711104
EQR	EQUITY RESIDENTIAL	9,288	$477K	0.1%	$54.92	-18.5%	SH BEN INT	29476L107
CGNX	COGNEX CORP	7,232	$471K	0.1%	$46.08	+32.3%	COM	192422103
CTS	CTS CORP	20,640	$455K	0.1%	$28.25	-27.7%	COM	126501105
—	TIFFANY & CO NEW	3,872	$449K	0.1%	$97.39	—	COM	886547108
—	COHERENT INC	4,043	$448K	0.1%	$110.92	—	COM	192479103
MAS	MASCO CORP	8,037	$443K	0.1%	$31.31	+62.9%	COM	574599106
USPH	U S PHYSICAL THERAPY INC	4,950	$430K	0.1%	$105.88	-18.7%	COM	90337L108
AMBA	AMBARELLA INC	8,166	$426K	0.1%	$53.99	-10.4%	SHS	G037AX101
CHRW	C H ROBINSON WORLDWIDE INC	4,157	$425K	0.1%	$69.77	+18.4%	COM NEW	12541W209
XYL	XYLEM INC	5,012	$422K	0.1%	$70.01	+4.4%	COM	98419M100
—	PROS HOLDINGS INC	13,189	$421K	0.1%	$41.80	—	COM	74346Y103
—	CYRUSONE INC	5,996	$420K	0.1%	$70.03	—	COM	23283R100
GRMN	GARMIN LTD	4,407	$418K	0.1%	$57.79	+53.7%	SHS	H2906T109
DIOD	DIODES INC	7,357	$415K	0.1%	$50.64	0.0%	COM	254543101
CDW	CDW CORP	3,454	$413K	0.1%	$112.91	-5.1%	COM	12514G108
DGX	QUEST DIAGNOSTICS INC	3,578	$410K	0.1%	$82.95	+28.5%	COM	74834L100
HD	HOME DEPOT INC	1,469	$408K	0.1%	$237.65	0.0%	COM	437076102
—	TEXAS PAC LD TR	897	$405K	0.1%	$451.47	—	SUB CTF PROP I T	882610108
OLED	UNIVERSAL DISPLAY CORP	2,092	$378K	0.1%	$163.00	0.0%	COM	91347P105
—	PS BUSINESS PKS INC CALIF	3,009	$368K	0.1%	$141.64	—	COM	69360J107
ZM	ZOOM VIDEO COMMUNICATIONS IN	778	$366K	0.1%	$319.79	0.0%	CL A	98980L101
IR	INGERSOLL RAND INC	10,142	$361K	0.1%	$33.31	0.0%	COM	45687V106
RNG	RINGCENTRAL INC	1,286	$353K	0.1%	$131.10	+111.9%	CL A	76680R206
EYE	NATIONAL VISION HLDGS INC	9,152	$350K	0.1%	$34.76	0.0%	COM	63845R107
—	SYKES ENTERPRISES INC	10,168	$348K	0.1%	$30.38	—	COM	871237103
—	ZENDESK INC	3,364	$346K	0.1%	$82.88	—	COM	98936J101
XOM	EXXON MOBIL CORP	9,938	$341K	0.1%	$48.35	-33.2%	COM	30231G102
—	ENVESTNET INC	4,198	$324K	0.1%	$67.89	—	COM	29404K106
QLYS	QUALYS INC	3,106	$304K	0.1%	$86.06	+24.3%	COM	74758T303
—	HMS HLDGS CORP	11,741	$281K	0.1%	$32.39	—	COM	40425J101
—	SEAGATE TECHNOLOGY PLC	5,695	$281K	0.1%	$48.41	—	SHS	G7945M107
PCRX	PACIRA BIOSCIENCES	4,476	$269K	0.1%	$58.10	0.0%	COM	695127100
JJSF	J & J SNACK FOODS CORP	2,026	$264K	0.1%	$116.74	0.0%	COM	466032109
CHH	CHOICE HOTELS INTL INC	3,057	$263K	0.1%	$80.05	+7.9%	COM	169905106
IDXX	IDEXX LABS INC	654	$257K	0.1%	$289.54	+27.7%	COM	45168D104
—	JUNIPER NETWORKS INC	10,634	$229K	0.0%	$23.22	—	COM	48203R104
SLV	ISHARES SILVER TR	10,400	$225K	0.0%	$17.01	—	ISHARES	46428Q109
—	QTS RLTY TR INC	3,476	$219K	0.0%	$63.03	—	COM CL A	74736A103
PSA	PUBLIC STORAGE	981	$218K	0.0%	$162.21	0.0%	COM	74460D109
EXR	EXTRA SPACE STORAGE INC	1,966	$210K	0.0%	$71.13	+18.3%	COM	30225T102
DOX	AMDOCS LTD	3,613	$207K	0.0%	$52.19	+2.2%	SHS	G02602103
PODD	INSULET CORP	858	$203K	0.0%	$210.61	0.0%	COM	45784P101
CTRE	CARETRUST REIT INC	10,743	$191K	0.0%	$20.12	—	COM	14174T107
—	AYRO INC	37,261	$110K	0.0%	$2.96	—	COM	054748108
BTE	BAYTEX ENERGY CORP	15,000	$53	0.0%	—	—	Call	07317Q105
—	MFA FINL INC	10,000	$45	0.0%	—	—	Call	55272X102
—	CENTENNIAL RESOURCE DEV INC	25,000	$33	0.0%	—	—	Call	15136A102
—	REMARK HLDGS INC	5,000	$1	0.0%	—	—	Call	75955K102