Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DNLI	DENALI THERAPEUTICS INC	20,574,299	$447M	41.4%	$17.97	-8.0%	COM	24823R105
AQST	AQUESTIVE THERAPEUTICS INC	11,503,294	$201M	18.6%	$16.48	0.0%	COM	03843E104
—	RED HAT INC	80,373	$10.95M	1.0%	$137.92	—	COM	756577102
—	PARAMOUNT GROUP INC	521,794	$7.874M	0.7%	$15.09	—	COM	69924R108
—	GRACE W R & CO DEL NEW	109,938	$7.856M	0.7%	$68.16	—	COM	38388F108
—	APARTMENT INVT & MGMT CO	171,104	$7.55M	0.7%	$43.62	—	CL A	03748R101
—	HORTONWORKS INC	327,080	$7.461M	0.7%	$19.71	—	COM	440894103
AVGO	BROADCOM INC	29,694	$7.326M	0.7%	$18.27	0.0%	COM	11135F101
O	REALTY INCOME CORP	124,500	$7.083M	0.7%	$38.66	0.0%	COM	756109104
—	LAM RESEARCH CORP	45,548	$6.91M	0.6%	$157.74	—	COM	512807108
PEGA	PEGASYSTEMS INC	110,093	$6.892M	0.6%	$29.64	+2.1%	COM	705573103
HST	HOST HOTELS & RESORTS INC	318,501	$6.72M	0.6%	$15.99	0.0%	COM	44107P104
—	HUDSON PAC PPTYS INC	186,618	$6.106M	0.6%	$33.73	—	COM	444097109
—	LIBERTY PPTY TR	139,317	$5.886M	0.5%	$42.25	—	SH BEN INT	531172104
TDC	TERADATA CORP DEL	151,479	$5.712M	0.5%	$40.34	0.0%	COM	88076W103
—	CYRUSONE INC	88,000	$5.579M	0.5%	$59.61	—	COM	23283R100
GPK	GRAPHIC PACKAGING HLDG CO	394,812	$5.531M	0.5%	$14.86	-2.9%	COM	388689101
ACM	AECOM	167,809	$5.481M	0.5%	$33.53	-5.5%	COM	00766T100
NNBR	NN INC	350,281	$5.464M	0.5%	$19.78	-8.8%	COM	629337106
SUI	SUN CMNTYS INC	50,000	$5.077M	0.5%	$101.54	—	COM	866674104
MAS	MASCO CORP	138,680	$5.076M	0.5%	$34.15	0.0%	COM	574599106
T	AT&T INC	150,000	$5.037M	0.5%	$15.10	-4.1%	COM	00206R102
SWKS	SKYWORKS SOLUTIONS INC	54,657	$4.958M	0.5%	$79.72	-1.1%	COM	83088M102
—	TALEND S A	70,481	$4.915M	0.5%	$57.34	—	ADS	874224207
KNX	KNIGHT SWIFT TRANSN HLDGS IN	139,130	$4.797M	0.4%	$32.54	0.0%	CL A	499049104
SBAC	SBA COMMUNICATIONS CORP NEW	29,500	$4.739M	0.4%	$147.24	0.0%	CL A	78410G104
AMT	AMERICAN TOWER CORP NEW	32,500	$4.722M	0.4%	$116.83	+3.4%	COM	03027X100
NTNX	NUTANIX INC	105,055	$4.488M	0.4%	$47.60	+10.9%	CL A	67059N108
TAP	MOLSON COORS BREWING CO	72,809	$4.478M	0.4%	$54.30	0.0%	CL B	60871R209
ADC	AGREE REALTY CORP	83,892	$4.456M	0.4%	$49.86	—	COM	008492100
—	PROOFPOINT INC	41,758	$4.44M	0.4%	$106.33	—	COM	743424103
—	CORESITE RLTY CORP	39,500	$4.39M	0.4%	$111.14	—	COM	21870Q105
KRC	KILROY RLTY CORP	61,021	$4.374M	0.4%	$71.68	—	COM	49427F108
NPO	ENPRO INDS INC	59,173	$4.315M	0.4%	$78.34	-5.7%	COM	29355X107
CNK	CINEMARK HOLDINGS INC	107,275	$4.312M	0.4%	$33.77	+1.4%	COM	17243V102
AN	AUTONATION INC	102,707	$4.267M	0.4%	$46.28	0.0%	COM	05329W102
—	CHINA MOBILE LIMITED	86,500	$4.232M	0.4%	$46.24	—	SPONSORED ADR	16941M109
SEE	SEALED AIR CORP NEW	105,100	$4.22M	0.4%	$37.88	-4.6%	COM	81211K100
APLE	APPLE HOSPITALITY REIT INC	240,700	$4.21M	0.4%	$17.49	—	COM NEW	03784Y200
—	NCI BUILDING SYS INC	276,946	$4.196M	0.4%	$16.88	—	COM NEW	628852204
—	MERITOR INC	215,632	$4.175M	0.4%	$19.36	—	COM	59001K100
—	MAXAR TECHNOLOGIES LTD	124,869	$4.129M	0.4%	$40.23	—	COM	57778L103
—	FEDERAL REALTY INVT TR	32,646	$4.129M	0.4%	$126.48	—	SH BEN INT NEW	313747206
—	ELECTRONICS FOR IMAGING INC	120,777	$4.116M	0.4%	$32.38	—	COM	286082102
PWR	QUANTA SVCS INC	121,661	$4.061M	0.4%	$33.38	0.0%	COM	74762E102
AVB	AVALONBAY CMNTYS INC	21,645	$3.921M	0.4%	$124.78	+10.9%	COM	053484101
STAG	STAG INDL INC	137,714	$3.787M	0.4%	$26.27	—	COM	85254J102
—	BT GROUP PLC	255,000	$3.766M	0.3%	$15.95	—	ADR	05577E101
—	SUMMIT MATLS INC	206,631	$3.757M	0.3%	$18.18	—	CL A	86614U100
—	BEACON ROOFING SUPPLY INC	103,429	$3.743M	0.3%	$37.68	—	COM	073685109
GWRE	GUIDEWIRE SOFTWARE INC	37,054	$3.743M	0.3%	$91.87	+4.6%	COM	40171V100
FR	FIRST INDUSTRIAL REALTY TRUS	117,756	$3.698M	0.3%	$31.40	—	COM	32054K103
CPT	CAMDEN PPTY TR	39,353	$3.682M	0.3%	$64.96	+11.3%	SH BEN INT	133131102
WNC	WABASH NATL CORP	197,082	$3.593M	0.3%	$16.78	-4.3%	COM	929566107
POWL	POWELL INDS INC	92,820	$3.366M	0.3%	$27.77	+11.9%	COM	739128106
WOR	WORTHINGTON INDS INC	77,140	$3.345M	0.3%	$28.13	-0.1%	COM	981811102
—	SYSTEMAX INC	98,367	$3.24M	0.3%	$32.94	—	COM	871851101
—	DUKE REALTY CORP	112,916	$3.203M	0.3%	$27.04	—	COM NEW	264411505
LASR	NLIGHT INC	143,374	$3.184M	0.3%	$31.28	0.0%	COM	65487K100
—	PQ GROUP HLDGS INC	177,063	$3.093M	0.3%	$16.07	—	COM	73943T103
—	II VI INC	63,881	$3.022M	0.3%	$44.30	—	COM	902104108
VTR	VENTAS INC	55,506	$3.018M	0.3%	$42.57	0.0%	COM	92276F100
LPX	LOUISIANA PAC CORP	108,640	$2.878M	0.3%	$28.70	-0.7%	COM	546347105
VVV	VALVOLINE INC	132,591	$2.852M	0.3%	$21.14	+2.7%	COM	92047W101
ORCL	ORACLE CORP	55,000	$2.836M	0.3%	$43.11	+1.1%	COM	68389X105
VAC	MARRIOTT VACATIONS WRLDWDE C	25,164	$2.812M	0.3%	$118.20	0.0%	COM	57164Y107
—	PS BUSINESS PKS INC CALIF	22,055	$2.803M	0.3%	$113.03	—	COM	69360J107
—	HEALTHCARE TR AMER INC	103,937	$2.772M	0.3%	$26.67	—	CL A NEW	42225P501
CNP	CENTERPOINT ENERGY INC	100,000	$2.765M	0.3%	$22.53	0.0%	COM	15189T107
CRM	SALESFORCE COM INC	17,000	$2.704M	0.3%	$146.61	0.0%	COM	79466L302
COF	CAPITAL ONE FINL CORP	28,000	$2.658M	0.2%	$85.36	+0.4%	COM	14040H105
FDX	FEDEX CORP	11,000	$2.649M	0.2%	$212.22	0.0%	COM	31428X106
META	FACEBOOK INC	16,000	$2.631M	0.2%	$179.77	0.0%	CL A	30303M102
EFX	EQUIFAX INC	20,000	$2.611M	0.2%	$110.85	+10.3%	COM	294429105
MCHP	MICROCHIP TECHNOLOGY INC	32,500	$2.565M	0.2%	$39.83	-3.4%	COM	595017104
VYX	NCR CORP NEW	87,424	$2.484M	0.2%	$17.81	0.0%	COM	62886E108
VISN	COMMSCOPE HLDG CO INC	80,000	$2.461M	0.2%	$32.91	-6.8%	COM	20337X109
UE	URBAN EDGE PPTYS	111,227	$2.456M	0.2%	$22.31	—	COM	91704F104
EA	ELECTRONIC ARTS INC	20,000	$2.41M	0.2%	$125.34	0.0%	COM	285512109
PSA	PUBLIC STORAGE	11,853	$2.39M	0.2%	$152.08	+4.6%	COM	74460D109
PANW	PALO ALTO NETWORKS INC	10,566	$2.38M	0.2%	$36.40	0.0%	COM	697435105
MSFT	MICROSOFT CORP	20,766	$2.375M	0.2%	$87.25	+15.5%	COM	594918104
WDC	WESTERN DIGITAL CORP	40,000	$2.342M	0.2%	$59.39	-21.1%	COM	958102105
SHOP	SHOPIFY INC	14,013	$2.305M	0.2%	$15.23	0.0%	CL A	82509L107
—	COLFAX CORP	63,877	$2.303M	0.2%	$38.78	—	COM	194014106
GTES	GATES INDUSTRIAL CORPRATIN P	116,772	$2.277M	0.2%	$15.81	+10.7%	ORD SHS	G39108108
MWA	MUELLER WTR PRODS INC	196,603	$2.263M	0.2%	$10.08	+3.5%	COM SER A	624758108
—	ZAYO GROUP HLDGS INC	65,000	$2.257M	0.2%	$34.72	—	COM	98919V105
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	29,000	$2.237M	0.2%	$70.42	-0.3%	CL A	192446102
—	INPHI CORP	58,410	$2.218M	0.2%	$37.97	—	COM	45772F107
MTX	MINERALS TECHNOLOGIES INC	32,606	$2.204M	0.2%	$68.65	-0.5%	COM	603158106
BDC	BELDEN INC	30,500	$2.178M	0.2%	$62.73	+6.9%	COM	077454106
BABA	ALIBABA GROUP HLDG LTD	13,000	$2.142M	0.2%	$164.77	—	SPONSORED ADS	01609W102
—	RETAIL OPPORTUNITY INVTS COR	113,700	$2.123M	0.2%	$18.67	—	COM	76131N101
KBR	KBR INC	98,897	$2.09M	0.2%	$16.40	+10.6%	COM	48242W106
BLBD	BLUE BIRD CORP	81,839	$2.005M	0.2%	$22.35	+2.8%	COM	095306106
—	NATIONAL INSTRS CORP	40,656	$1.965M	0.2%	$41.97	—	COM	636518102
FIS	FIDELITY NATL INFORMATION SV	18,000	$1.963M	0.2%	$93.91	0.0%	COM	31620M106
—	CHASE CORP	15,490	$1.861M	0.2%	$116.47	—	COM	16150R104
SXC	SUNCOKE ENERGY INC	154,540	$1.796M	0.2%	$11.89	0.0%	COM	86722A103
BDN	BRANDYWINE RLTY TR	113,294	$1.781M	0.2%	$15.82	—	SH BEN INT NEW	105368203
IBM	INTERNATIONAL BUSINESS MACHS	11,750	$1.777M	0.2%	$99.95	+1.3%	COM	459200101
NNN	NATIONAL RETAIL PPTYS INC	39,649	$1.777M	0.2%	$40.19	—	COM	637417106
AYI	ACUITY BRANDS INC	11,296	$1.776M	0.2%	$118.70	+17.9%	COM	00508Y102
—	HEALTHCARE RLTY TR	58,056	$1.699M	0.2%	$27.71	—	COM	421946104
ROG	ROGERS CORP	11,470	$1.69M	0.2%	$131.57	0.0%	COM	775133101
—	SPARTAN MTRS INC	113,239	$1.67M	0.2%	$14.75	—	COM	846819100
EBAY	EBAY INC	50,000	$1.651M	0.2%	$34.63	-11.0%	COM	278642103
NGS	NATURAL GAS SERVICES GROUP	76,977	$1.624M	0.2%	$23.52	-7.1%	COM	63886Q109
NCLH	NORWEGIAN CRUISE LINE HLDG L	27,000	$1.551M	0.1%	$53.52	-3.2%	SHS	G66721104
SNPS	SYNOPSYS INC	15,600	$1.538M	0.1%	$95.32	0.0%	COM	871607107
GLPI	GAMING & LEISURE PPTYS INC	43,000	$1.516M	0.1%	$35.80	—	COM	36467J108
GNRC	GENERAC HLDGS INC	26,773	$1.51M	0.1%	$49.16	+11.5%	COM	368736104
—	RETAIL PPTYS AMER INC	121,920	$1.486M	0.1%	$11.76	—	CL A	76131V202
GME	GAMESTOP CORP NEW	94,869	$1.449M	0.1%	$3.63	-2.7%	CL A	36467W109
NX	QUANEX BUILDING PRODUCTS COR	76,070	$1.384M	0.1%	$16.23	-3.5%	COM	747619104
BJ	BJS WHSL CLUB HLDGS INC	50,000	$1.339M	0.1%	$26.76	0.0%	COM	05550J101
STRL	STERLING CONSTRUCTION CO INC	90,242	$1.292M	0.1%	$12.45	+13.9%	COM	859241101
SNX	SYNNEX CORP	15,000	$1.271M	0.1%	$48.65	-9.3%	COM	87162W100
MTW	MANITOWOC CO INC	51,992	$1.247M	0.1%	$25.64	-4.6%	COM NEW	563571405
ERII	ENERGY RECOVERY INC	138,698	$1.241M	0.1%	$8.65	+2.2%	COM	29270J100
BCPC	BALCHEM CORP	11,046	$1.238M	0.1%	$100.71	0.0%	COM	057665200
—	AMERICAN CAMPUS CMNTYS INC	29,940	$1.232M	0.1%	$39.43	—	COM	024835100
—	ALTAIR ENGR INC	27,818	$1.209M	0.1%	$35.39	—	COM CL A	021369103
VRNS	VARONIS SYS INC	15,848	$1.161M	0.1%	$20.31	+19.5%	COM	922280102
HPE	HEWLETT PACKARD ENTERPRISE C	70,000	$1.142M	0.1%	$12.66	0.0%	COM	42824C109
HIW	HIGHWOODS PPTYS INC	23,399	$1.106M	0.1%	$43.81	—	COM	431284108
ARW	ARROW ELECTRS INC	15,000	$1.106M	0.1%	$76.81	0.0%	COM	042735100
ESRT	EMPIRE ST RLTY TR INC	61,488	$1.021M	0.1%	$16.79	—	CL A	292104106
—	TRECORA RES	72,353	$1.013M	0.1%	$13.66	—	COM	894648104
—	MESA AIR GROUP INC	67,913	$941K	0.1%	$13.86	—	COM NEW	590479135
EME	EMCOR GROUP INC	10,721	$805K	0.1%	$74.99	0.0%	COM	29084Q100
CLW	CLEARWATER PAPER CORP	26,950	$800K	0.1%	$27.44	-2.0%	COM	18538R103
—	OMNOVA SOLUTIONS INC	79,605	$784K	0.1%	$9.85	—	COM	682129101
—	ARCO PLATFORM LTD	30,000	$684K	0.1%	$22.80	—	COM CL A	G04553106
EXPO	EXPONENT INC	11,160	$598K	0.1%	$47.22	0.0%	COM	30214U102
TGLS	TECNOGLASS INC	56,210	$553K	0.1%	$7.91	0.0%	SHS	G87264100
BOOM	DMC GLOBAL INC	11,188	$456K	0.0%	$42.10	0.0%	COM	23291C103
—	EASTERLY GOVT PPTYS INC	19,973	$387K	0.0%	$19.76	—	COM	27616P103