Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	APPLE INC	167,388	$22.21M	4.0%	$132.69 *	$95.51	+22.5%	COM	037833100
MSFT	MICROSOFT CORP	59,793	$13.3M	2.4%	$222.42 *	$97.94	+110.4%	COM	594918104
META	FACEBOOK INC	43,038	$11.76M	2.1%	$273.16	$153.93	+76.9%	CL A	30303M102
GOOGL	ALPHABET INC	4,351	$7.626M	1.4%	$1752.59 *	$52.75	+58.3%	CAP STK CL A	02079K305
KLAC	KLA CORP	28,993	$7.507M	1.4%	$258.91 *	$107.07	+105.9%	COM NEW	482480100
LOW	LOWES COS INC	34,375	$5.517M	1.0%	$160.51 *	$88.67	+67.0%	COM	548661107
JNJ	JOHNSON & JOHNSON	35,028	$5.513M	1.0%	$157.38 *	$102.60	+24.3%	COM	478160104
OLLI	OLLIES BARGAIN OUTLET HLDGS	63,552	$5.197M	0.9%	$81.77 *	$73.06	+19.6%	COM	681116109
MDT	MEDTRONIC PLC	42,444	$4.972M	0.9%	$117.14 *	$78.41	+21.2%	SHS	G5960L103
BL	BLACKLINE INC	37,221	$4.964M	0.9%	$133.38 *	$51.15	+118.1%	COM	09239B109
AMD	ADVANCED MICRO DEVICES INC	53,828	$4.937M	0.9%	$91.71 *	$74.58	+15.7%	COM	007903107
SWKS	SKYWORKS SOLUTIONS INC	30,942	$4.73M	0.9%	$152.88 *	$70.75	+81.5%	COM	83088M102
ALB	ALBEMARLE CORP	31,549	$4.654M	0.8%	$147.52 *	$65.96	+69.3%	COM	012653101
XYZ	SQUARE INC	20,903	$4.549M	0.8%	$217.64 *	$70.91	+175.1%	CL A	852234103
CDNS	CADENCE DESIGN SYSTEM INC	32,548	$4.441M	0.8%	$136.43 *	$56.60	+107.2%	COM	127387108
TGT	TARGET CORP	23,846	$4.21M	0.8%	$176.53 *	$90.00	+61.0%	COM	87612E106
PEP	PEPSICO INC	28,113	$4.169M	0.8%	$148.30 *	$97.80	+24.0%	COM	713448108
CTAS	CINTAS CORP	11,603	$4.101M	0.7%	$353.47 *	$41.47	+99.2%	COM	172908105
RIO	RIO TINTO PLC	54,259	$4.081M	0.7%	$75.22	$57.67	—	SPONSORED ADR	767204100
CVX	CHEVRON CORP NEW	48,047	$4.058M	0.7%	$84.45 *	$76.81	-15.4%	COM	166764100
VFC	V F CORP	46,562	$3.977M	0.7%	$85.41 *	$77.06	+3.7%	COM	918204108
ABT	ABBOTT LABS	35,906	$3.931M	0.7%	$109.49 *	$70.80	+40.2%	COM	002824100
FOXF	FOX FACTORY HLDG CORP	37,076	$3.919M	0.7%	$105.71 *	$55.51	+63.7%	COM	35138V102
DG	DOLLAR GEN CORP NEW	18,586	$3.909M	0.7%	$210.30 *	$95.81	+106.7%	COM	256677105
AMAT	APPLIED MATLS INC	44,330	$3.826M	0.7%	$86.30 *	$41.73	+69.4%	COM	038222105
ITW	ILLINOIS TOOL WKS INC	18,652	$3.803M	0.7%	$203.88 *	$116.12	+55.9%	COM	452308109
CRM	SALESFORCE COM INC	16,752	$3.728M	0.7%	$222.52 *	$156.03	+54.0%	COM	79466L302
TRU	TRANSUNION	37,465	$3.717M	0.7%	$99.22 *	$65.78	+35.7%	COM	89400J107
EW	EDWARDS LIFESCIENCES CORP	40,458	$3.691M	0.7%	$91.23 *	$74.59	+11.2%	COM	28176E108
—	TWITTER INC	66,940	$3.625M	0.7%	$54.15	$35.25	—	COM	90184L102
PG	PROCTER AND GAMBLE CO	25,878	$3.601M	0.7%	$139.14 *	$84.46	+45.8%	COM	742718109
PWR	QUANTA SVCS INC	49,699	$3.579M	0.6%	$72.02 *	$36.96	+76.7%	COM	74762E102
APH	AMPHENOL CORP NEW	27,057	$3.538M	0.6%	$130.77 *	$20.80	+40.8%	CL A	032095101
ATHM	AUTOHOME INC	35,291	$3.516M	0.6%	$99.62	$96.00	—	SP ADR RP CL A	05278C107
MMM	3M CO	19,967	$3.49M	0.6%	$174.79 *	$108.07	+8.7%	COM	88579Y101
PAYC	PAYCOM SOFTWARE INC	7,697	$3.481M	0.6%	$452.27 *	$181.86	+114.8%	COM	70432V102
GPC	GENUINE PARTS CO	34,030	$3.418M	0.6%	$100.43 *	$74.39	+14.0%	COM	372460105
APD	AIR PRODS & CHEMS INC	12,436	$3.398M	0.6%	$273.21 *	$156.02	+58.7%	COM	009158106
SCCO	SOUTHERN COPPER CORP	52,149	$3.396M	0.6%	$65.12 *	$26.91	+57.7%	COM	84265V105
NVDA	NVIDIA CORPORATION	6,443	$3.365M	0.6%	$522.20 *	$5.43	+145.6%	COM	67066G104
ULTA	ULTA BEAUTY INC	11,657	$3.347M	0.6%	$287.16 *	$268.18	-5.7%	COM	90384S303
TER	TERADYNE INC	27,627	$3.312M	0.6%	$119.89 *	$74.43	+34.4%	COM	880770102
DXCM	DEXCOM INC	8,874	$3.281M	0.6%	$369.72 *	$47.55	+87.8%	COM	252131107
EMR	EMERSON ELEC CO	39,661	$3.188M	0.6%	$80.37 *	$50.08	+33.4%	COM	291011104
CSGP	COSTAR GROUP INC	3,444	$3.183M	0.6%	$924.27 *	$75.99	+15.4%	COM	22160N109
ADBE	ADOBE SYSTEMS INCORPORATED	6,363	$3.182M	0.6%	$500.14 *	$259.48	+86.2%	COM	00724F101
HOLX	HOLOGIC INC	43,207	$3.147M	0.6%	$72.83 *	$49.23	+43.4%	COM	436440101
TSLA	TESLA INC	4,368	$3.082M	0.6%	$705.67 *	$100.15	+70.4%	COM	88160R101
EL	LAUDER ESTEE COS INC	11,272	$3.001M	0.5%	$266.19 *	$136.68	+63.6%	CL A	518439104
DOV	DOVER CORP	23,513	$2.969M	0.5%	$126.25 *	$74.83	+48.5%	COM	260003108
FAST	FASTENAL CO	60,442	$2.951M	0.5%	$48.83 *	$13.09	+58.3%	COM	311900104
DOCU	DOCUSIGN INC	13,118	$2.916M	0.5%	$222.30	$104.82	+114.3%	COM	256163106
MGA	MAGNA INTL INC	40,734	$2.884M	0.5%	$70.80 *	$42.67	+17.2%	COM	559222401
EXPD	EXPEDITORS INTL WASH INC	30,295	$2.881M	0.5%	$95.11 *	$68.58	+25.0%	COM	302130109
—	ATLASSIAN CORP PLC	12,316	$2.88M	0.5%	$233.87	$165.08	—	CL A	G06242104
HEI/A	HEICO CORP NEW	24,232	$2.837M	0.5%	$117.06 *	$80.37	+34.4%	CL A	422806208
ECL	ECOLAB INC	12,993	$2.811M	0.5%	$216.36 *	$154.32	+28.0%	COM	278865100
AMGN	AMGEN INC	12,045	$2.769M	0.5%	$229.92 *	$176.80	+11.0%	COM	031162100
CCI	CROWN CASTLE INTL CORP NEW	17,258	$2.747M	0.5%	$159.19 *	$106.34	+20.2%	COM	22822V101
—	AVALARA INC	16,596	$2.736M	0.5%	$164.89	$88.65	—	COM	05338G106
KMB	KIMBERLY-CLARK CORP	20,024	$2.7M	0.5%	$134.83 *	$96.97	+19.6%	COM	494368103
EPAM	EPAM SYS INC	7,445	$2.668M	0.5%	$358.36 *	$166.98	+99.9%	COM	29414B104
FDS	FACTSET RESH SYS INC	7,984	$2.655M	0.5%	$332.50 *	$210.03	+49.9%	COM	303075105
TWLO	TWILIO INC	7,730	$2.617M	0.5%	$338.52 *	$146.25	+113.7%	CL A	90138F102
ROP	ROPER TECHNOLOGIES INC	6,004	$2.588M	0.5%	$431.10 *	$315.45	+26.3%	COM	776696106
PNR	PENTAIR PLC	48,626	$2.582M	0.5%	$53.09 *	$36.00	+33.3%	SHS	G7S00T104
TYL	TYLER TECHNOLOGIES INC	5,899	$2.575M	0.5%	$436.50 *	$262.91	+56.9%	COM	902252105
AOS	SMITH A O CORP	46,886	$2.57M	0.5%	$54.82 *	$45.71	+10.0%	COM	831865209
LULU	LULULEMON ATHLETICA INC	7,301	$2.541M	0.5%	$348.02	$261.70	+32.7%	COM	550021109
—	LAM RESEARCH CORP	5,373	$2.537M	0.5%	$472.26	$201.41	—	COM	512807108
PLD	PROLOGIS INC.	25,447	$2.536M	0.5%	$99.66 *	$61.70	+41.7%	COM	74340W103
PAC	GRUPO AEROPUERTO DEL PACIFIC	22,342	$2.486M	0.5%	$111.29	$83.07	—	SPON ADR B	400506101
BBY	BEST BUY INC	24,658	$2.461M	0.4%	$99.79 *	$53.16	+69.2%	COM	086516101
MDLZ	MONDELEZ INTL INC	41,723	$2.44M	0.4%	$58.47 *	$45.17	+11.0%	CL A	609207105
A	AGILENT TECHNOLOGIES INC	20,490	$2.428M	0.4%	$118.49 *	$71.65	+49.2%	COM	00846U101
EQIX	EQUINIX INC	3,396	$2.425M	0.4%	$714.20 *	$389.48	+73.2%	COM	29444U700
—	DUCK CREEK TECHNOLOGIES INC	55,881	$2.42M	0.4%	$43.30	$45.35	—	SHS	264120106
AAON	AAON INC	36,188	$2.411M	0.4%	$66.63 *	$27.56	+49.3%	COM PAR $0.004	000360206
SWK	STANLEY BLACK & DECKER INC	13,358	$2.385M	0.4%	$178.56 *	$102.24	+46.7%	COM	854502101
SHW	SHERWIN WILLIAMS CO	3,240	$2.381M	0.4%	$734.92 *	$132.38	+71.2%	COM	824348106
ABBNY	ABB LTD	84,786	$2.371M	0.4%	$27.96	$21.50	—	SPONSORED ADR	000375204
—	LINDE PLC	8,970	$2.364M	0.4%	$263.51	$191.41	—	SHS	G5494J103
NIO	NIO INC	48,382	$2.358M	0.4%	$48.74	$18.80	—	SPON ADS	62914V106
GWW	GRAINGER W W INC	5,744	$2.345M	0.4%	$408.33 *	$218.34	+70.1%	COM	384802104
AMT	AMERICAN TOWER CORP NEW	10,400	$2.334M	0.4%	$224.45 *	$166.82	+19.7%	COM	03027X100
—	KIRKLAND LAKE GOLD LTD	56,025	$2.312M	0.4%	$41.27	$41.71	—	COM	49741E100
TECH	BIO-TECHNE CORP	7,159	$2.273M	0.4%	$317.55 *	$58.57	+21.0%	COM	09073M104
TFX	TELEFLEX INCORPORATED	5,506	$2.266M	0.4%	$411.56 *	$313.92	+13.7%	COM	879369106
FMC	FMC CORP	19,711	$2.265M	0.4%	$114.93 *	$70.29	+34.8%	COM NEW	302491303
KO	COCA COLA CO	40,994	$2.248M	0.4%	$54.84 *	$40.06	+10.5%	COM	191216100
V	VISA INC	10,220	$2.235M	0.4%	$218.72 *	$197.22	0.0%	COM CL A	92826C839
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	27,037	$2.216M	0.4%	$81.95 *	$54.80	+28.3%	CL A	192446102
—	MARVELL TECHNOLOGY GROUP LTD	46,399	$2.206M	0.4%	$47.54	$37.95	—	ORD	G5876H105
ADP	AUTOMATIC DATA PROCESSING IN	12,252	$2.159M	0.4%	$176.20 *	$114.44	+28.8%	COM	053015103
—	SEAGEN INC	12,209	$2.138M	0.4%	$175.14	$175.14	—	COM	81181C104
—	ARISTA NETWORKS INC	7,350	$2.136M	0.4%	$290.59	$253.15	—	COM	040413106
PANW	PALO ALTO NETWORKS INC	5,994	$2.13M	0.4%	$355.36 *	$32.27	+44.8%	COM	697435105
ROST	ROSS STORES INC	17,273	$2.121M	0.4%	$122.81 *	$77.66	+27.7%	COM	778296103
MPWR	MONOLITHIC PWR SYS INC	5,777	$2.116M	0.4%	$366.25 *	$251.76	+22.6%	COM	609839105
MKC	MCCORMICK & CO INC	22,096	$2.112M	0.4%	$95.60 *	$68.44	+23.9%	COM NON VTG	579780206
AVGO	BROADCOM INC	4,796	$2.1M	0.4%	$437.87 *	$23.28	+49.6%	COM	11135F101
LLY	LILLY ELI & CO	12,399	$2.094M	0.4%	$168.85 *	$83.18	+70.0%	COM	532457108
GNTX	GENTEX CORP	61,418	$2.084M	0.4%	$33.93 *	$25.36	+21.6%	COM	371901109
BDX	BECTON DICKINSON & CO	8,276	$2.071M	0.4%	$250.22 *	$218.86	-2.0%	COM	075887109
—	ASPEN TECHNOLOGY INC	15,890	$2.07M	0.4%	$130.25	$126.67	—	COM	045327103
CMI	CUMMINS INC	8,940	$2.03M	0.4%	$227.11 *	$133.26	+48.8%	COM	231021106
CL	COLGATE PALMOLIVE CO	23,559	$2.015M	0.4%	$85.51 *	$60.98	+20.4%	COM	194162103
SBUX	STARBUCKS CORP	18,827	$2.014M	0.4%	$106.98 *	$64.14	+32.7%	COM	855244109
MTD	METTLER TOLEDO INTERNATIONAL	1,749	$1.993M	0.4%	$1139.42 *	$540.43	+102.9%	COM	592688105
MASI	MASIMO CORP	7,322	$1.965M	0.4%	$268.38 *	$249.38	0.0%	COM	574795100
—	ABIOMED INC	6,056	$1.963M	0.4%	$324.18	$295.87	—	COM	003654100
—	NCINO INC	26,730	$1.935M	0.4%	$72.41	$75.38	—	COM	63947U107
NKE	NIKE INC	13,440	$1.901M	0.3%	$141.47 *	$88.04	+39.9%	CL B	654106103
CLX	CLOROX CO DEL	9,349	$1.888M	0.3%	$201.93 *	$113.92	+54.8%	COM	189054109
ODFL	OLD DOMINION FREIGHT LINE IN	9,572	$1.868M	0.3%	$195.17 *	$45.97	+111.2%	COM	679580100
MRK	MERCK & CO. INC	22,728	$1.859M	0.3%	$81.80 *	$56.06	+15.7%	COM	58933Y105
EA	ELECTRONIC ARTS INC	12,884	$1.85M	0.3%	$143.60 *	$129.38	-3.1%	COM	285512109
INTU	INTUIT	4,774	$1.813M	0.3%	$379.86 *	$209.83	+62.2%	COM	461202103
GLW	CORNING INC	50,115	$1.804M	0.3%	$36.00 *	$24.23	+27.4%	COM	219350105
PCTY	PAYLOCITY HLDG CORP	8,757	$1.803M	0.3%	$205.92 *	$102.38	+87.9%	COM	70438V106
—	APTIV PLC	13,801	$1.798M	0.3%	$130.29	$82.36	—	SHS	G6095L109
IMO	IMPERIAL OIL LTD	92,846	$1.767M	0.3%	$19.03 *	$12.94	+8.1%	COM NEW	453038408
ISRG	INTUITIVE SURGICAL INC	2,158	$1.766M	0.3%	$818.25 *	$220.45	+12.6%	COM NEW	46120E602
CPRT	COPART INC	13,681	$1.741M	0.3%	$127.25 *	$10.92	+166.9%	COM	217204106
—	UNILEVER PLC	28,265	$1.706M	0.3%	$60.36	$55.54	—	SPON ADR NEW	904767704
VEEV	VEEVA SYS INC	6,266	$1.706M	0.3%	$272.23 *	$134.55	+108.2%	CL A COM	922475108
—	CERNER CORP	21,622	$1.697M	0.3%	$78.48	$68.64	—	COM	156782104
RNG	RINGCENTRAL INC	4,442	$1.684M	0.3%	$379.01 *	$258.95	+20.1%	CL A	76680R206
KEYS	KEYSIGHT TECHNOLOGIES INC	12,711	$1.679M	0.3%	$132.08 *	$98.70	+16.7%	COM	49338L103
CHD	CHURCH & DWIGHT INC	19,069	$1.663M	0.3%	$87.23 *	$60.96	+36.8%	COM	171340102
SBAC	SBA COMMUNICATIONS CORP NEW	5,884	$1.66M	0.3%	$282.14 *	$256.97	+6.4%	CL A	78410G104
CRWD	CROWDSTRIKE HLDGS INC	7,787	$1.649M	0.3%	$211.82 *	$137.25	+13.6%	CL A	22788C105
NVO	NOVO-NORDISK A S	23,449	$1.638M	0.3%	$69.85	$52.87	—	ADR	670100205
ETSY	ETSY INC	9,189	$1.635M	0.3%	$177.92 *	$70.01	+114.8%	COM	29786A106
DHR	DANAHER CORPORATION	7,333	$1.629M	0.3%	$222.14 *	$196.00	0.0%	COM	235851102
TS	TENARIS S A	101,596	$1.62M	0.3%	$15.95	$12.88	—	SPONSORED ADS	88031M109
RPM	RPM INTL INC	17,829	$1.618M	0.3%	$90.78 *	$66.49	+32.6%	COM	749685103
MNST	MONSTER BEVERAGE CORP NEW	17,237	$1.594M	0.3%	$92.48 *	$29.87	+40.6%	COM	61174X109
ASML	ASML HOLDING N V	3,268	$1.594M	0.3%	$487.77	$179.37	—	N Y REGISTRY SHS	N07059210
AZO	AUTOZONE INC	1,344	$1.593M	0.3%	$1185.06 *	$954.02	+21.4%	COM	053332102
BFAM	BRIGHT HORIZONS FAM SOL IN D	9,191	$1.59M	0.3%	$172.99 *	$134.30	+21.9%	COM	109194100
TT	TRANE TECHNOLOGIES PLC	10,873	$1.578M	0.3%	$145.16 *	$94.99	+36.1%	SHS	G8994E103
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	4,060	$1.56M	0.3%	$384.35 *	$191.17	+76.0%	CL A	989207105
NVS	NOVARTIS AG	16,290	$1.538M	0.3%	$94.43	$84.01	—	SPONSORED ADR	66987V109
CMG	CHIPOTLE MEXICAN GRILL INC	1,108	$1.537M	0.3%	$1386.75 *	$24.16	+8.6%	COM	169656105
BIIB	BIOGEN INC	6,195	$1.517M	0.3%	$244.84 *	$270.57	-4.2%	COM	09062X103
REGN	REGENERON PHARMACEUTICALS	3,088	$1.492M	0.3%	$483.12 *	$351.24	+52.8%	COM	75886F107
UNP	UNION PAC CORP	6,938	$1.445M	0.3%	$208.22 *	$94.50	+88.4%	COM	907818108
AKAM	AKAMAI TECHNOLOGIES INC	13,749	$1.444M	0.3%	$104.99	$81.30	+28.7%	COM	00971T101
ATO	ATMOS ENERGY CORP	15,118	$1.443M	0.3%	$95.43 *	$93.33	-9.3%	COM	049560105
ORLY	OREILLY AUTOMOTIVE INC	3,024	$1.368M	0.2%	$452.50 *	$20.70	+45.8%	COM	67103H107
—	MAXIM INTEGRATED PRODS INC	15,003	$1.33M	0.2%	$88.65	$68.54	—	COM	57772K101
CRL	CHARLES RIV LABS INTL INC	5,313	$1.328M	0.2%	$249.87 *	$134.30	+77.3%	COM	159864107
AMN	AMN HEALTHCARE SVCS INC	19,427	$1.326M	0.2%	$68.25 *	$47.05	+38.6%	COM	001744101
BKNG	BOOKING HOLDINGS INC	593	$1.321M	0.2%	$2227.02 *	$1888.21	+0.6%	COM	09857L108
NEM	NEWMONT CORP	21,928	$1.313M	0.2%	$59.89 *	$38.63	+35.5%	COM	651639106
SPSC	SPS COMMERCE INC	12,055	$1.309M	0.2%	$108.59 *	$72.78	+28.9%	COM	78463M107
GKOS	GLAUKOS CORP	17,374	$1.308M	0.2%	$75.26 *	$63.20	0.0%	COM	377322102
IT	GARTNER INC	8,130	$1.302M	0.2%	$160.19 *	$135.24	+6.5%	COM	366651107
JBHT	HUNT J B TRANS SVCS INC	9,519	$1.301M	0.2%	$136.65 *	$114.99	+10.0%	COM	445658107
—	TE CONNECTIVITY LTD	10,601	$1.284M	0.2%	$121.07	$76.03	—	REG SHS	H84989104
PHG	KONINKLIJKE PHILIPS N V	23,209	$1.257M	0.2%	$54.17	$39.28	—	NY REG SH NEW	500472303
TDOC	TELADOC HEALTH INC	6,273	$1.254M	0.2%	$199.97	$208.01	-2.2%	COM	87918A105
CSCO	CISCO SYS INC	27,917	$1.249M	0.2%	$44.75 *	$39.14	-9.9%	COM	17275R102
TREX	TREX CO INC	14,889	$1.246M	0.2%	$83.72 *	$70.66	+8.3%	COM	89531P105
OMCL	OMNICELL COM	10,385	$1.246M	0.2%	$120.02 *	$64.22	+52.7%	COM	68213N109
DLR	DIGITAL RLTY TR INC	8,734	$1.218M	0.2%	$139.51 *	$90.55	+31.9%	COM	253868103
GWRE	GUIDEWIRE SOFTWARE INC	9,460	$1.218M	0.2%	$128.73 *	$112.99	+1.0%	COM	40171V100
TJX	TJX COS INC NEW	17,816	$1.217M	0.2%	$68.29 *	$45.11	+25.2%	COM	872540109
SAP	SAP SE	9,089	$1.185M	0.2%	$130.39	$117.90	—	SPON ADR	803054204
TXN	TEXAS INSTRS INC	6,909	$1.134M	0.2%	$164.12 *	$103.32	+30.3%	COM	882508104
—	ANSYS INC	3,113	$1.132M	0.2%	$363.77	$180.94	—	COM	03662Q105
AZTA	BROOKS AUTOMATION INC NEW	16,519	$1.121M	0.2%	$67.85 *	$44.42	+39.7%	COM	114340102
—	DUKE REALTY CORP	27,994	$1.119M	0.2%	$39.97	$32.47	—	COM NEW	264411505
—	CORESITE RLTY CORP	8,909	$1.116M	0.2%	$125.28	$103.05	—	COM	21870Q105
HLAL	LISTED FD TR	32,941	$1.116M	0.2%	$33.87	$26.77	—	WAHED FTSE ETF	53656F607
—	LABORATORY CORP AMER HLDGS	5,451	$1.11M	0.2%	$203.56	$174.94	—	COM NEW	50540R409
VRSK	VERISK ANALYTICS INC	5,222	$1.084M	0.2%	$207.59 *	$145.54	+29.2%	COM	92345Y106
AVY	AVERY DENNISON CORP	6,986	$1.084M	0.2%	$155.11 *	$99.13	+33.9%	COM	053611109
—	IHS MARKIT LTD	11,898	$1.069M	0.2%	$89.83	$64.65	—	SHS	G47567105
BOOT	BOOT BARN HLDGS INC	24,531	$1.064M	0.2%	$43.36 *	$27.81	+35.4%	COM	099406100
CABO	CABLE ONE INC	474	$1.056M	0.2%	$2227.05 *	$1332.78	+37.7%	COM	12685J105
—	FORWARD AIR CORP	13,594	$1.045M	0.2%	$76.84	$56.99	—	COM	349853101
OLED	UNIVERSAL DISPLAY CORP	4,520	$1.039M	0.2%	$229.81 *	$185.10	+10.3%	COM	91347P105
SNAP	SNAP INC	20,573	$1.03M	0.2%	$50.07 *	$13.32	+211.8%	CL A	83304A106
AVB	AVALONBAY CMNTYS INC	6,400	$1.027M	0.2%	$160.43 *	$148.81	-10.6%	COM	053484101
SMG	SCOTTS MIRACLE GRO CO	5,151	$1.026M	0.2%	$199.15 *	$126.09	+12.9%	CL A	810186106
—	ZYNGA INC	102,037	$1.007M	0.2%	$9.87	$7.68	—	CL A	98986T108
OKTA	OKTA INC	3,946	$1.003M	0.2%	$254.25 *	$111.02	+114.1%	CL A	679295105
DORM	DORMAN PRODS INC	11,552	$1.003M	0.2%	$86.82 *	$72.02	+28.7%	COM	258278100
MEDP	MEDPACE HLDGS INC	7,040	$980K	0.2%	$139.20 *	$81.21	+55.2%	COM	58506Q109
CTVA	CORTEVA INC	25,218	$976K	0.2%	$38.72 *	$33.76	0.0%	COM	22052L104
GMAB	GENMAB A/S	23,857	$970K	0.2%	$40.66	$40.66	—	SPONSORED ADS	372303206
—	XILINX INC	6,798	$964K	0.2%	$141.77	$93.70	—	COM	983919101
ONTO	ONTO INNOVATION INC	19,893	$946K	0.2%	$47.55 *	$34.30	+16.9%	COM	683344105
INTC	INTEL CORP	18,887	$941K	0.2%	$49.82 *	$37.98	+15.9%	COM	458140100
IPGP	IPG PHOTONICS CORP	4,172	$934K	0.2%	$223.80 *	$118.93	+68.4%	COM	44980X109
LZB	LA Z BOY INC	23,210	$925K	0.2%	$39.84 *	$28.03	+32.2%	COM	505336107
BCPC	BALCHEM CORP	7,994	$921K	0.2%	$115.23 *	$77.77	+31.5%	COM	057665200
—	ALEXION PHARMACEUTICALS INC	5,815	$909K	0.2%	$156.24	$112.58	—	COM	015351109
HSY	HERSHEY CO	5,875	$895K	0.2%	$152.33 *	$116.40	+12.5%	COM	427866108
CHE	CHEMED CORP NEW	1,678	$894K	0.2%	$532.63 *	$346.76	+39.3%	COM	16359R103
MCHP	MICROCHIP TECHNOLOGY INC.	6,443	$890K	0.2%	$138.11 *	$47.10	+19.4%	COM	595017104
VMC	VULCAN MATLS CO	5,877	$872K	0.2%	$148.30 *	$122.04	+12.1%	COM	929160109
ETN	EATON CORP PLC	7,091	$852K	0.2%	$120.14 *	$71.19	+45.9%	SHS	G29183103
KFRC	KFORCE INC	20,017	$843K	0.2%	$42.09 *	$29.27	+35.1%	COM	493732101
FELE	FRANKLIN ELEC INC	12,173	$842K	0.2%	$69.21 *	$38.60	+62.1%	COM	353514102
BABA	ALIBABA GROUP HLDG LTD	3,559	$828K	0.2%	$232.71	$193.63	—	SPONSORED ADS	01609W102
MAA	MID-AMER APT CMNTYS INC	6,511	$825K	0.1%	$126.68 *	$89.43	+15.9%	COM	59522J103
TNDM	TANDEM DIABETES CARE INC	8,508	$814K	0.1%	$95.68 *	$103.06	0.0%	COM NEW	875372203
ILMN	ILLUMINA INC	2,184	$808K	0.1%	$370.04 *	$278.89	+14.3%	COM	452327109
PFE	PFIZER INC	21,948	$808K	0.1%	$36.81 *	$26.16	+9.4%	COM	717081103
AZN	ASTRAZENECA PLC	16,022	$801K	0.1%	$49.99	$38.08	—	SPONSORED ADR	046353108
LFUS	LITTELFUSE INC	3,113	$793K	0.1%	$254.70 *	$133.14	+66.3%	COM	537008104
TTEK	TETRA TECH INC NEW	6,757	$782K	0.1%	$115.78 *	$14.29	+57.6%	COM	88162G103
COLD	AMERICOLD RLTY TR	20,594	$769K	0.1%	$37.33	$36.05	—	COM	03064D108
CBRE	CBRE GROUP INC	12,187	$764K	0.1%	$62.72 *	$50.42	+12.1%	CL A	12504L109
CSW	CSW INDUSTRIALS INC	6,826	$764K	0.1%	$111.91 *	$68.54	+42.3%	COM	126402106
MCO	MOODYS CORP	2,628	$763K	0.1%	$290.28 *	$144.50	+85.4%	COM	615369105
EYE	NATIONAL VISION HLDGS INC	16,026	$726K	0.1%	$45.29 *	$38.50	+12.9%	COM	63845R107
O	REALTY INCOME CORP	11,591	$721K	0.1%	$62.17 *	$43.60	+4.6%	COM	756109104
CTS	CTS CORP	20,896	$717K	0.1%	$34.33 *	$28.26	+2.6%	COM	126501105
AMBA	AMBARELLA INC	7,612	$699K	0.1%	$91.82 *	$53.99	+29.7%	SHS	G037AX101
—	TEXAS PAC LD TR	958	$697K	0.1%	$727.06	$469.01	—	SUB CTF PROP I T	882610108
CPT	CAMDEN PPTY TR	6,930	$692K	0.1%	$99.92 *	$78.87	+3.1%	SH BEN INT	133131102
—	BLACK KNIGHT INC	7,822	$691K	0.1%	$88.35	$74.02	—	COM	09215C105
OTIS	OTIS WORLDWIDE CORP	10,136	$685K	0.1%	$67.55 *	$56.59	+6.2%	COM	68902V107
SIMO	SILICON MOTION TECHNOLOGY CO	14,147	$681K	0.1%	$48.15	$40.58	—	SPONSORED ADR	82706C108
WCN	WASTE CONNECTIONS INC	6,477	$664K	0.1%	$102.58 *	$85.79	+16.3%	COM	94106B101
ARE	ALEXANDRIA REAL ESTATE EQ IN	3,668	$654K	0.1%	$178.20 *	$110.04	+21.5%	COM	015271109
—	LHC GROUP INC	3,059	$653K	0.1%	$213.31	$112.83	—	COM	50187A107
FIX	COMFORT SYS USA INC	12,220	$644K	0.1%	$52.66 *	$34.70	+45.9%	COM	199908104
IEX	IDEX CORP	3,230	$643K	0.1%	$199.20 *	$162.82	+9.8%	COM	45167R104
COP	CONOCOPHILLIPS	15,728	$629K	0.1%	$39.99 *	$37.65	-18.4%	COM	20825C104
SMP	STANDARD MTR PRODS INC	15,381	$622K	0.1%	$40.46 *	$46.83	+0.3%	COM	853666105
—	COHERENT INC	4,042	$606K	0.1%	$150.03	$110.92	—	COM	192479103
GOOS	CANADA GOOSE HLDGS INC	20,187	$601K	0.1%	$29.77 *	$33.35	0.0%	SHS SUB VTG	135086106
USPH	U S PHYSICAL THERAPY INC	4,953	$596K	0.1%	$120.24 *	$105.88	-4.7%	COM	90337L108
CGNX	COGNEX CORP	7,233	$581K	0.1%	$80.28 *	$46.08	+49.9%	COM	192422103
ADC	AGREE REALTY CORP	8,625	$574K	0.1%	$66.58	$65.45	—	COM	008492100
TXG	10X GENOMICS INC	3,961	$561K	0.1%	$141.60 *	$145.11	0.0%	CL A COM	88025U109
EQR	EQUITY RESIDENTIAL	9,451	$560K	0.1%	$59.28 *	$54.77	-15.5%	SH BEN INT	29476L107
SUI	SUN CMNTYS INC	3,643	$554K	0.1%	$151.95	$137.67	—	COM	866674104
GRMN	GARMIN LTD	4,543	$544K	0.1%	$119.66 *	$59.02	+67.7%	SHS	H2906T109
—	SYKES ENTERPRISES INC	14,332	$540K	0.1%	$37.67	$32.50	—	COM	871237103
ELS	EQUITY LIFESTYLE PPTYS INC	8,336	$528K	0.1%	$63.36	$81.00	—	COM	29472R108
XYL	XYLEM INC	5,165	$526K	0.1%	$101.79 *	$70.56	+25.6%	COM	98419M100
DIOD	DIODES INC	7,449	$525K	0.1%	$70.50 *	$50.81	+27.0%	COM	254543101
—	PROS HOLDINGS INC	10,109	$513K	0.1%	$50.77	$41.80	—	COM	74346Y103
—	ZENDESK INC	3,457	$495K	0.1%	$143.13	$84.50	—	COM	98936J101
JJSF	J & J SNACK FOODS CORP	3,153	$490K	0.1%	$155.39 *	$122.00	+7.8%	COM	466032109
—	TIFFANY & CO NEW	3,717	$489K	0.1%	$131.46	$97.39	—	COM	886547108
XOM	EXXON MOBIL CORP	11,702	$482K	0.1%	$41.22 *	$45.64	-33.5%	COM	30231G102
CDW	CDW CORP	3,558	$469K	0.1%	$131.77 *	$113.21	+8.7%	COM	12514G108
GLD	SPDR GOLD TR	2,559	$456K	0.1%	$178.36	$135.89	—	GOLD SHS	78463V107
MAS	MASCO CORP	8,301	$456K	0.1%	$54.93 *	$31.91	+57.7%	COM	574599106
—	SPLUNK INC	2,589	$440K	0.1%	$169.87	$111.44	—	COM	848637104
DGX	QUEST DIAGNOSTICS INC	3,673	$438K	0.1%	$119.16 *	$83.66	+32.1%	COM	74834L100
—	HMS HLDGS CORP	11,894	$437K	0.1%	$36.75	$32.45	—	COM	40425J101
—	CYRUSONE INC	5,816	$425K	0.1%	$73.15	$70.03	—	COM	23283R100
CHRW	C H ROBINSON WORLDWIDE INC	4,303	$404K	0.1%	$93.86 *	$70.27	+20.0%	COM NEW	12541W209
—	PS BUSINESS PKS INC CALIF	3,002	$399K	0.1%	$132.89	$141.64	—	COM	69360J107
HD	HOME DEPOT INC	1,454	$386K	0.1%	$265.69 *	$237.65	+2.0%	COM	437076102
QLYS	QUALYS INC	3,104	$378K	0.1%	$121.85 *	$86.06	+14.9%	COM	74758T303
—	SEAGATE TECHNOLOGY PLC	5,917	$368K	0.1%	$62.16	$48.93	—	SHS	G7945M107
—	ENVESTNET INC	4,156	$342K	0.1%	$82.29	$67.89	—	COM	29404K106
ZM	ZOOM VIDEO COMMUNICATIONS IN	1,003	$338K	0.1%	$337.23 *	$348.07	+28.1%	CL A	98980L101
IDXX	IDEXX LABS INC	648	$324K	0.1%	$499.62 *	$289.54	+54.5%	COM	45168D104
CBAT	CBAK ENERGY TECHNOLOGY INC	63,240	$320K	0.1%	$5.06 *	$4.88	0.0%	COM	14986C102
INCY	INCYTE CORP	3,583	$312K	0.1%	$86.99	$75.70	+14.3%	COM	45337C102
PCRX	PACIRA BIOSCIENCES INC	4,640	$278K	0.1%	$59.84 *	$58.12	+0.7%	COM	695127100
—	KANDI TECHNOLOGIES GROUP INC	38,769	$268K	0.0%	$6.90	$6.90	—	COM	483709101
DOX	AMDOCS LTD	3,719	$264K	0.0%	$70.93 *	$52.31	+7.7%	SHS	G02602103
SLV	ISHARES SILVER TR	10,400	$256K	0.0%	$24.57	$17.01	—	ISHARES	46428Q109
—	JUNIPER NETWORKS INC	10,880	$245K	0.0%	$22.51	$23.20	—	COM	48203R104
ALGN	ALIGN TECHNOLOGY INC	458	$245K	0.0%	$534.01 *	$449.62	0.0%	COM	016255101
CTRE	CARETRUST REIT INC	11,003	$244K	0.0%	$22.18	$20.17	—	COM	14174T107
PSA	PUBLIC STORAGE	998	$231K	0.0%	$231.01 *	$162.57	+12.9%	COM	74460D109
EXR	EXTRA SPACE STORAGE INC	1,989	$230K	0.0%	$115.86 *	$71.39	+30.9%	COM	30225T102
GOOG	ALPHABET INC	131	$230K	0.0%	$1753.98 *	$83.74	0.0%	CAP STK CL C	02079K107
RMD	RESMED INC	1,035	$220K	0.0%	$212.47 *	$190.91	0.0%	COM	761152107
—	QTS RLTY TR INC	3,386	$210K	0.0%	$61.87	$63.03	—	COM CL A	74736A103
—	AYRO INC	33,360	$203K	0.0%	$6.08	$2.96	—	COM	054748108
—	ITERIS INC NEW	23,979	$135K	0.0%	$5.65	$5.65	—	COM	46564T107
—	MFA FINL INC	10,000	$1	0.0%	$0.00	—	—	Call	55272X102