Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	347,443	$40.98M	7.4%	$84.31	+21.3%	COM	594918104
AMZN	AMAZON COM INC	18,789	$33.46M	6.0%	$71.51	+16.4%	COM	023135106
AAPL	APPLE INC	146,776	$27.88M	5.0%	$40.42	+0.0%	COM	037833100
V	VISA INC	140,810	$21.99M	4.0%	$114.76	+19.7%	COM CL A	92826C839
GOOGL	ALPHABET INC	13,812	$16.25M	2.9%	$55.03	+1.8%	CAP STK CL A	02079K305
GOOG	ALPHABET INC	13,100	$15.37M	2.8%	$54.79	+1.6%	CAP STK CL C	02079K107
MA	MASTERCARD INC	59,019	$13.9M	2.5%	$179.44	+15.5%	CL A	57636Q104
HD	HOME DEPOT INC	59,211	$11.36M	2.0%	$154.71	-0.0%	COM	437076102
HON	HONEYWELL INTL INC	71,175	$11.31M	2.0%	$117.49	+3.1%	COM	438516106
ADBE	ADOBE INC	36,366	$9.691M	1.7%	$203.33	+24.0%	COM	00724F101
COST	COSTCO WHSL CORP NEW	38,843	$9.405M	1.7%	$175.20	+13.2%	COM	22160K105
DIS	DISNEY WALT CO	80,771	$8.968M	1.6%	$100.96	+6.9%	COM DISNEY	254687106
UNH	UNITEDHEALTH GROUP INC	35,731	$8.835M	1.6%	$201.13	+13.2%	COM	91324P102
NFLX	NETFLIX INC	23,573	$8.405M	1.5%	$27.22	+27.3%	COM	64110L106
TJX	TJX COS INC NEW	146,399	$7.79M	1.4%	$45.47	0.0%	COM	872540109
TMO	THERMO FISHER SCIENTIFIC INC	25,375	$6.95M	1.2%	$205.57	+18.9%	COM	883556102
BA	BOEING CO	17,985	$6.86M	1.2%	$327.84	+14.4%	COM	097023105
ADSK	AUTODESK INC	43,956	$6.849M	1.2%	$119.09	+25.5%	COM	052769106
META	FACEBOOK INC	39,340	$6.558M	1.2%	$177.67	-11.1%	CL A	30303M102
ORLY	O REILLY AUTOMOTIVE INC NEW	16,778	$6.515M	1.2%	$18.32	+32.1%	COM	67103H107
ROP	ROPER TECHNOLOGIES INC	18,485	$6.321M	1.1%	$263.40	+10.7%	COM	776696106
CMCSA	COMCAST CORP NEW	155,232	$6.206M	1.1%	$31.79	-0.8%	CL A	20030N101
GLW	CORNING INC	185,996	$6.156M	1.1%	$25.03	+8.0%	COM	219350105
CRM	SALESFORCE COM INC	38,137	$6.04M	1.1%	$113.46	+35.0%	COM	79466L302
EW	EDWARDS LIFESCIENCES CORP	31,497	$6.026M	1.1%	$43.43	+31.4%	COM	28176E108
WDAY	WORKDAY INC	30,103	$5.805M	1.0%	$132.87	+36.9%	CL A	98138H101
BDX	BECTON DICKINSON & CO	22,022	$5.5M	1.0%	$194.61	+9.3%	COM	075887109
EL	LAUDER ESTEE COS INC	31,294	$5.181M	0.9%	$125.48	+7.2%	CL A	518439104
OLED	UNIVERSAL DISPLAY CORP	33,370	$5.101M	0.9%	$127.03	-7.4%	COM	91347P105
DE	DEERE & CO	30,195	$4.85M	0.9%	$143.98	+0.4%	COM	244199105
A	AGILENT TECHNOLOGIES INC	55,230	$4.439M	0.8%	$64.95	+11.3%	COM	00846U101
EMR	EMERSON ELEC CO	63,973	$4.38M	0.8%	$58.98	-5.0%	COM	291011104
XYL	XYLEM INC	55,335	$4.374M	0.8%	$67.29	-0.1%	COM	98419M100
LVS	LAS VEGAS SANDS CORP	69,701	$4.249M	0.8%	$62.41	-15.9%	COM	517834107
ISRG	INTUITIVE SURGICAL INC	7,217	$4.118M	0.7%	$139.55	+27.4%	COM NEW	46120E602
BAC	BANK AMER CORP	148,558	$4.099M	0.7%	$26.04	-8.2%	COM	060505104
JPM	JPMORGAN CHASE & CO	40,453	$4.095M	0.7%	$91.40	-6.6%	COM	46625H100
AXP	AMERICAN EXPRESS CO	37,239	$4.07M	0.7%	$87.01	+10.1%	COM	025816109
PFE	PFIZER INC	94,443	$4.011M	0.7%	$24.25	+20.6%	COM	717081103
BMY	BRISTOL MYERS SQUIBB CO	81,471	$3.887M	0.7%	$48.10	-20.4%	COM	110122108
KNX	KNIGHT SWIFT TRANSN HLDGS IN	117,878	$3.852M	0.7%	$39.12	-24.1%	CL A	499049104
MCD	MCDONALDS CORP	20,077	$3.812M	0.7%	$136.64	+13.1%	COM	580135101
WMT	WALMART INC	38,579	$3.783M	0.7%	$28.26	+3.5%	COM	931142103
MTD	METTLER TOLEDO INTERNATIONAL	5,201	$3.76M	0.7%	$628.64	+3.4%	COM	592688105
VMC	VULCAN MATLS CO	30,630	$3.627M	0.7%	$116.33	-12.5%	COM	929160109
AMAT	APPLIED MATLS INC	90,688	$3.597M	0.6%	$50.88	-30.6%	COM	038222105
VRTX	VERTEX PHARMACEUTICALS INC	19,414	$3.572M	0.6%	$163.34	+13.1%	COM	92532F100
—	ALEXION PHARMACEUTICALS INC	26,324	$3.559M	0.6%	$111.45	—	COM	015351109
RSG	REPUBLIC SVCS INC	40,515	$3.271M	0.6%	$59.26	+17.3%	COM	760759100
MDT	MEDTRONIC PLC	35,649	$3.264M	0.6%	$67.34	+10.4%	SHS	G5960L103
CL	COLGATE PALMOLIVE CO	47,545	$3.259M	0.6%	$59.73	-7.9%	COM	194162103
SPGI	S&P GLOBAL INC	15,435	$3.25M	0.6%	$172.41	+5.9%	COM	78409V104
CME	CME GROUP INC	19,511	$3.211M	0.6%	$121.09	+13.9%	COM CL A	12572Q105
AOS	SMITH A O CORP	59,608	$3.178M	0.6%	$56.02	-21.8%	COM	831865209
WM	WASTE MGMT INC DEL	29,349	$3.05M	0.5%	$74.90	+16.2%	COM	94106L109
MRK	MERCK & CO INC	35,159	$2.944M	0.5%	$57.53	+4.8%	COM	58933Y105
NSC	NORFOLK SOUTHERN CORP	15,723	$2.939M	0.5%	$122.70	+22.6%	COM	655844108
EOG	EOG RES INC	30,253	$2.879M	0.5%	$80.82	-11.0%	COM	26875P101
ADI	ANALOG DEVICES INC	26,524	$2.792M	0.5%	$78.62	+12.5%	COM	032654105
WFC	WELLS FARGO CO NEW	54,394	$2.628M	0.5%	$47.46	-14.1%	COM	949746101
—	IHS MARKIT LTD	48,239	$2.624M	0.5%	$48.23	—	SHS	G47567105
RCL	ROYAL CARIBBEAN CRUISES LTD	21,846	$2.52M	0.5%	$117.41	-7.9%	COM	V7780T103
—	COOPER COS INC	8,501	$2.518M	0.5%	$228.89	—	COM NEW	216648402
ITW	ILLINOIS TOOL WKS INC	17,418	$2.518M	0.5%	$136.67	-14.4%	COM	452308109
—	SPLUNK INC	19,854	$2.474M	0.4%	$98.38	—	COM	848637104
ICE	INTERCONTINENTAL EXCHANGE IN	32,001	$2.436M	0.4%	$66.15	+3.6%	COM	45866F104
TXN	TEXAS INSTRS INC	22,932	$2.432M	0.4%	$86.85	-1.7%	COM	882508104
FIS	FIDELITY NATL INFORMATION SV	21,128	$2.39M	0.4%	$84.99	+10.0%	COM	31620M106
—	DOWDUPONT INC	43,515	$2.319M	0.4%	$63.74	—	COM	26078J100
EQIX	EQUINIX INC	4,949	$2.243M	0.4%	$361.54	-1.0%	COM	29444U700
SPY	SPDR S&P 500 ETF TR	7,661	$2.174M	0.4%	$264.29	—	TR UNIT	78462F103
—	RAYTHEON CO	11,830	$2.154M	0.4%	$215.83	—	COM NEW	755111507
GILD	GILEAD SCIENCES INC	31,877	$2.072M	0.4%	$58.84	-13.6%	COM	375558103
TSCO	TRACTOR SUPPLY CO	21,130	$2.066M	0.4%	$16.35	0.0%	COM	892356106
BRK/B	BERKSHIRE HATHAWAY INC DEL	10,222	$2.053M	0.4%	$205.04	-1.6%	CL B NEW	084670702
EXAS	EXACT SCIENCES CORP	23,383	$2.026M	0.4%	$85.12	0.0%	COM	30063P105
NOC	NORTHROP GRUMMAN CORP	7,385	$1.991M	0.4%	$294.28	-17.2%	COM	666807102
DPZ	DOMINOS PIZZA INC	7,473	$1.929M	0.3%	$199.44	+20.2%	COM	25754A201
CI	CIGNA CORP NEW	11,958	$1.923M	0.3%	$190.77	-12.5%	COM	125523100
APD	AIR PRODS & CHEMS INC	9,965	$1.914M	0.3%	$135.74	+7.3%	COM	009158106
GS	GOLDMAN SACHS GROUP INC	9,690	$1.86M	0.3%	$218.41	-24.8%	COM	38141G104
CVS	CVS HEALTH CORP	33,049	$1.782M	0.3%	$56.11	-11.8%	COM	126650100
FBIN	FORTUNE BRANDS HOME & SEC IN	33,842	$1.611M	0.3%	$49.41	-30.0%	COM	34964C106
PPG	PPG INDS INC	14,076	$1.589M	0.3%	$99.40	-5.5%	COM	693506107
CGNX	COGNEX CORP	30,840	$1.569M	0.3%	$55.17	-18.7%	COM	192422103
DLTR	DOLLAR TREE INC	13,081	$1.374M	0.2%	$104.61	-6.2%	COM	256746108
PSX	PHILLIPS 66	14,362	$1.367M	0.2%	$71.61	+0.4%	COM	718546104
T	AT&T INC	42,819	$1.343M	0.2%	$14.55	-2.7%	COM	00206R102
ALGN	ALIGN TECHNOLOGY INC	4,278	$1.216M	0.2%	$256.81	-7.1%	COM	016255101
AAL	AMERICAN AIRLS GROUP INC	36,228	$1.151M	0.2%	$52.16	-36.5%	COM	02376R102
DVN	DEVON ENERGY CORP NEW	36,161	$1.141M	0.2%	$26.09	-23.2%	COM	25179M103
CB	CHUBB LIMITED	7,701	$1.085M	0.2%	$126.08	-6.0%	COM	H1467J104
—	MARATHON OIL CORP	64,203	$1.073M	0.2%	$16.18	—	COM	565849106
PYPL	PAYPAL HLDGS INC	9,948	$1.033M	0.2%	$83.10	+13.7%	COM	70450Y103
—	PIONEER NAT RES CO	6,758	$1.031M	0.2%	$172.21	—	COM	723787107
GD	GENERAL DYNAMICS CORP	5,920	$1.003M	0.2%	$172.36	-16.6%	COM	369550108
QTWO	Q2 HLDGS INC	13,572	$940K	0.2%	$43.17	+44.7%	COM	74736L109
—	ANADARKO PETE CORP	20,321	$924K	0.2%	$60.58	—	COM	032511107
FICO	FAIR ISAAC CORP	3,353	$911K	0.2%	$169.23	+38.8%	COM	303250104
—	INTERXION HOLDING N.V	10,333	$690K	0.1%	$61.33	—	SHS	N47279109
MRCY	MERCURY SYS INC	10,519	$674K	0.1%	$47.69	+20.9%	COM	589378108
DXCM	DEXCOM INC	5,384	$641K	0.1%	$35.14	0.0%	COM	252131107
TDY	TELEDYNE TECHNOLOGIES INC	2,687	$637K	0.1%	$188.96	+19.9%	COM	879360105
—	ARRAY BIOPHARMA INC	25,426	$620K	0.1%	$16.32	—	COM	04269X105
INTC	INTEL CORP	11,478	$616K	0.1%	$40.06	+9.4%	COM	458140100
FIVN	FIVE9 INC	11,627	$614K	0.1%	$30.96	+64.2%	COM	338307101
TXRH	TEXAS ROADHOUSE INC	9,290	$578K	0.1%	$52.07	+7.3%	COM	882681109
CSCO	CISCO SYS INC	10,663	$576K	0.1%	$33.46	+18.1%	COM	17275R102
ROKU	ROKU INC	8,283	$534K	0.1%	$56.03	-4.5%	COM CL A	77543R102
SRPT	SAREPTA THERAPEUTICS INC	4,393	$524K	0.1%	$66.68	+92.8%	COM	803607100
BCPC	BALCHEM CORP	5,551	$515K	0.1%	$75.40	+10.3%	COM	057665200
CHE	CHEMED CORP NEW	1,589	$509K	0.1%	$258.08	+16.4%	COM	16359R103
XYZ	SQUARE INC	6,675	$500K	0.1%	$55.00	+31.8%	CL A	852234103
KWR	QUAKER CHEM CORP	2,493	$499K	0.1%	$151.55	+31.0%	COM	747316107
HQY	HEALTHEQUITY INC	6,644	$492K	0.1%	$57.62	+22.0%	COM	42226A107
PAYC	PAYCOM SOFTWARE INC	2,596	$491K	0.1%	$94.10	+69.2%	COM	70432V102
EHC	ENCOMPASS HEALTH CORP	8,195	$481K	0.1%	$38.63	+20.1%	COM	29261A100
MMSI	MERIT MED SYS INC	7,570	$468K	0.1%	$47.94	+18.3%	COM	589889104
PLNT	PLANET FITNESS INC	6,748	$464K	0.1%	$49.66	+22.0%	CL A	72703H101
TNDM	TANDEM DIABETES CARE INC	7,307	$464K	0.1%	$35.31	+48.8%	COM NEW	875372203
—	II VI INC	12,387	$461K	0.1%	$40.93	—	COM	902104108
VSAT	VIASAT INC	5,903	$457K	0.1%	$72.93	-4.6%	COM	92552V100
TECH	BIO TECHNE CORP	2,301	$457K	0.1%	$33.97	+28.4%	COM	09073M104
ABBV	ABBVIE INC	5,555	$448K	0.1%	$78.53	-22.3%	COM	00287Y109
ICUI	ICU MED INC	1,865	$446K	0.1%	$235.01	+2.0%	COM	44930G107
ROG	ROGERS CORP	2,761	$439K	0.1%	$152.06	-11.2%	COM	775133101
XOM	EXXON MOBIL CORP	5,303	$428K	0.1%	$55.80	-0.7%	COM	30231G102
MO	ALTRIA GROUP INC	7,282	$424K	0.1%	$36.57	-18.7%	COM	02209S103
JNJ	JOHNSON & JOHNSON	3,015	$421K	0.1%	$108.36	+1.8%	COM	478160104
IBM	INTERNATIONAL BUSINESS MACHS	2,924	$413K	0.1%	$107.30	-11.8%	COM	459200101
PEN	PENUMBRA INC	2,758	$405K	0.1%	$103.27	+38.4%	COM	70975L107
CABO	CABLE ONE INC	407	$399K	0.1%	$636.87	+30.8%	COM	12685J105
PODD	INSULET CORP	4,201	$399K	0.1%	$77.68	+10.3%	COM	45784P101
CVX	CHEVRON CORP NEW	3,191	$393K	0.1%	$85.03	+2.8%	COM	166764100
—	LHC GROUP INC	3,409	$378K	0.1%	$99.86	—	COM	50187A107
HOMB	HOME BANCSHARES INC	21,465	$377K	0.1%	$23.96	-22.6%	COM	436893200
HEFA	ISHARES TR	12,961	$374K	0.1%	$28.70	—	HDG MSCI EAFE	46434V803
FUL	FULLER H B CO	7,503	$365K	0.1%	$46.76	-6.4%	COM	359694106
BCO	BRINKS CO	4,793	$361K	0.1%	$69.91	-1.7%	COM	109696104
PM	PHILIP MORRIS INTL INC	3,920	$351K	0.1%	$68.70	-18.4%	COM	718172109
—	FORWARD AIR CORP	5,419	$351K	0.1%	$52.78	—	COM	349853101
FFIN	FIRST FINL BANKSHARES	5,861	$340K	0.1%	$20.37	+32.0%	COM	32020R109
—	EVERBRIDGE INC	4,521	$339K	0.1%	$47.33	—	COM	29978A104
UNP	UNION PACIFIC CORP	2,022	$338K	0.1%	$113.06	+22.1%	COM	907818108
FIVE	FIVE BELOW INC	2,702	$336K	0.1%	$114.71	+5.6%	COM	33829M101
FELE	FRANKLIN ELEC INC	6,541	$334K	0.1%	$39.52	+16.0%	COM	353514102
—	GRACE W R & CO DEL NEW	4,143	$323K	0.1%	$72.07	—	COM	38388F108
PG	PROCTER AND GAMBLE CO	3,067	$319K	0.1%	$67.87	+20.9%	COM	742718109
RARE	ULTRAGENYX PHARMACEUTICAL IN	4,570	$317K	0.1%	$50.36	+13.5%	COM	90400D108
WDFC	WD-40 CO	1,859	$315K	0.1%	$111.74	+41.7%	COM	929236107
SSP	SCRIPPS E W CO OHIO	14,897	$313K	0.1%	$12.55	+19.1%	CL A NEW	811054402
—	COUPA SOFTWARE INC	3,351	$305K	0.1%	$62.37	—	COM	22266L106
PRLB	PROTO LABS INC	2,883	$303K	0.1%	$122.77	-8.6%	COM	743713109
VZ	VERIZON COMMUNICATIONS INC	5,109	$302K	0.1%	$33.15	+17.5%	COM	92343V104
KO	COCA COLA CO	6,358	$300K	0.1%	$35.07	+7.7%	COM	191216100
WK	WORKIVA INC	5,894	$299K	0.1%	$33.18	+32.5%	COM CL A	98139A105
—	PROOFPOINT INC	2,416	$293K	0.1%	$113.67	—	COM	743424103
AMGN	AMGEN INC	1,519	$289K	0.1%	$144.43	+7.1%	COM	031162100
—	AIR TRANSPORT SERVICES GRP I	12,216	$282K	0.1%	$23.33	—	COM	00922R105
ETSY	ETSY INC	4,139	$278K	0.0%	$59.69	0.0%	COM	29786A106
MMM	3M CO	1,332	$277K	0.0%	$150.16	-12.7%	COM	88579Y101
RLI	RLI CORP	3,834	$275K	0.0%	$28.95	-5.0%	COM	749607107
NBIX	NEUROCRINE BIOSCIENCES INC	3,038	$268K	0.0%	$84.45	-1.0%	COM	64125C109
CWST	CASELLA WASTE SYS INC	7,538	$268K	0.0%	$32.64	0.0%	CL A	147448104
NVCR	NOVOCURE LTD	5,536	$267K	0.0%	$39.06	+23.2%	ORD SHS	G6674U108
GTLS	CHART INDS INC	2,835	$257K	0.0%	$65.98	+22.4%	COM PAR $0.01	16115Q308
MPWR	MONOLITHIC PWR SYS INC	1,874	$255K	0.0%	$111.03	+11.8%	COM	609839105
LLY	LILLY ELI & CO	1,935	$251K	0.0%	$71.71	+54.7%	COM	532457108
QCOM	QUALCOMM INC	4,370	$249K	0.0%	$51.91	-11.9%	COM	747525103
INSP	INSPIRE MED SYS INC	4,324	$246K	0.0%	$46.94	+15.1%	COM	457730109
CHDN	CHURCHILL DOWNS INC	2,700	$244K	0.0%	$43.58	+0.0%	COM	171484108
—	SPARK THERAPEUTICS INC	2,120	$241K	0.0%	$66.51	—	COM	84652J103
BYD	BOYD GAMING CORP	8,727	$239K	0.0%	$33.75	-23.1%	COM	103304101
WEC	WEC ENERGY GROUP INC	2,949	$233K	0.0%	$48.22	+23.7%	COM	92939U106
VFC	V F CORP	2,596	$226K	0.0%	$72.31	+7.9%	COM	918204108
ASGN	ASGN INC	3,508	$223K	0.0%	$81.81	-23.6%	COM	00191U102
IRBTQ	IROBOT CORP	1,864	$219K	0.0%	$75.26	+41.4%	COM	462726100
JJSF	J & J SNACK FOODS CORP	1,376	$219K	0.0%	$129.85	+3.3%	COM	466032109
IPAR	INTER PARFUMS INC	2,844	$217K	0.0%	$70.02	0.0%	COM	458334109
ABCB	AMERIS BANCORP	6,270	$216K	0.0%	$48.15	-30.2%	COM	03076K108
EYE	NATIONAL VISION HLDGS INC	6,848	$215K	0.0%	$42.17	-25.4%	COM	63845R107
—	ALDER BIOPHARMACEUTICALS INC	15,689	$214K	0.0%	$13.64	—	COM	014339105
SSD	SIMPSON MANUFACTURING CO INC	3,603	$214K	0.0%	$53.40	+3.7%	COM	829073105
PUMP	PROPETRO HLDG CORP	9,475	$214K	0.0%	$16.91	+5.9%	COM	74347M108
—	REATA PHARMACEUTICALS INC	2,503	$214K	0.0%	$55.93	—	CL A	75615P103
HTBK	HERITAGE COMMERCE CORP	17,290	$209K	0.0%	$16.97	-23.0%	COM	426927109
DUK	DUKE ENERGY CORP NEW	2,301	$207K	0.0%	$56.05	+19.4%	COM NEW	26441C204
AEO	AMERICAN EAGLE OUTFITTERS IN	9,320	$207K	0.0%	$17.28	-0.6%	COM	02553E106
PAYX	PAYCHEX INC	2,572	$206K	0.0%	$52.37	+15.4%	COM	704326107
SUPN	SUPERNUS PHARMACEUTICALS INC	5,576	$195K	0.0%	$41.73	-10.8%	COM	868459108
—	BARNES GROUP INC	3,764	$194K	0.0%	$52.52	—	COM	067806109
AGG	ISHARES TR	1,747	$191K	0.0%	$107.04	—	CORE US AGGBD ET	464287226
DORM	DORMAN PRODUCTS INC	2,141	$189K	0.0%	$79.92	+8.8%	COM	258278100
ORCL	ORACLE CORP	3,396	$182K	0.0%	$44.25	+4.1%	COM	68389X105
C	CITIGROUP INC	2,912	$181K	0.0%	$54.07	-9.8%	COM NEW	172967424
CAT	CATERPILLAR INC DEL	1,313	$178K	0.0%	$133.07	-13.9%	COM	149123101
PRU	PRUDENTIAL FINL INC	1,877	$172K	0.0%	$77.10	-15.1%	COM	744320102
ALG	ALAMO GROUP INC	1,670	$167K	0.0%	$108.63	-20.0%	COM	011311107
HPQ	HP INC	8,452	$166K	0.0%	$17.36	-3.8%	COM	40434L105
ABT	ABBOTT LABS	2,029	$162K	0.0%	$52.58	+25.7%	COM	002824100
WING	WINGSTOP INC	2,096	$159K	0.0%	$60.12	+13.4%	COM	974155103
—	ATLAS AIR WORLDWIDE HLDGS IN	3,144	$159K	0.0%	$60.43	—	COM NEW	049164205
PNW	PINNACLE WEST CAP CORP	1,596	$153K	0.0%	$56.89	+19.1%	COM	723484101
AFL	AFLAC INC	3,004	$150K	0.0%	$36.79	+11.4%	COM	001055102
AVGO	BROADCOM INC	493	$148K	0.0%	$19.73	+14.0%	COM	11135F101
RGNX	REGENXBIO INC	2,571	$147K	0.0%	$49.54	0.0%	COM	75901B107
PEP	PEPSICO INC	1,185	$145K	0.0%	$91.10	+1.5%	COM	713448108
OXY	OCCIDENTAL PETE CORP	2,146	$144K	0.0%	$57.44	-1.7%	COM	674599105
IEUS	ISHARES TR	2,753	$139K	0.0%	$57.79	—	DEVSMCP EXNA ETF	464288497
KLAC	KLA-TENCOR CORP	1,127	$135K	0.0%	$98.66	-0.6%	COM	482480100
UPS	UNITED PARCEL SERVICE INC	1,169	$131K	0.0%	$85.46	-5.3%	CL B	911312106
MCHP	MICROCHIP TECHNOLOGY INC	1,536	$127K	0.0%	$39.79	-8.5%	COM	595017104
EFA	ISHARES TR	1,939	$126K	0.0%	$69.62	—	MSCI EAFE ETF	464287465
CNP	CENTERPOINT ENERGY INC	4,081	$125K	0.0%	$21.46	+15.5%	COM	15189T107
SBUX	STARBUCKS CORP	1,640	$122K	0.0%	$48.28	+22.7%	COM	855244109
PCAR	PACCAR INC	1,796	$122K	0.0%	$34.80	-3.0%	COM	693718108
CSX	CSX CORP	1,619	$121K	0.0%	$16.81	+25.6%	COM	126408103
—	UNITED TECHNOLOGIES CORP	900	$116K	0.0%	$125.56	—	COM	913017109
ADP	AUTOMATIC DATA PROCESSING IN	717	$115K	0.0%	$98.61	+27.2%	COM	053015103
—	CADENCE BANCORPORATION	6,065	$113K	0.0%	$28.85	—	CL A	12739A100
PSA	PUBLIC STORAGE	505	$110K	0.0%	$140.87	+11.6%	COM	74460D109
DRI	DARDEN RESTAURANTS INC	894	$109K	0.0%	$76.11	+19.1%	COM	237194105
NKE	NIKE INC	1,278	$108K	0.0%	$59.62	+26.4%	CL B	654106103
ETN	EATON CORP PLC	1,320	$106K	0.0%	$70.28	-5.4%	SHS	G29183103
—	GENERAL ELECTRIC CO	10,564	$106K	0.0%	$13.63	—	COM	369604103
TGT	TARGET CORP	1,322	$106K	0.0%	$58.46	+3.8%	COM	87612E106
IP	INTL PAPER CO	2,221	$103K	0.0%	$39.21	-18.9%	COM	460146103
PATK	PATRICK INDS INC	2,280	$103K	0.0%	$34.92	-29.7%	COM	703343103
LMT	LOCKHEED MARTIN CORP	337	$101K	0.0%	$275.43	-11.6%	COM	539830109
WDC	WESTERN DIGITAL CORP	2,062	$100K	0.0%	$61.52	-47.4%	COM	958102105
SAIA	SAIA INC	1,629	$100K	0.0%	$61.95	0.0%	COM	78709Y105
AVY	AVERY DENNISON CORP	864	$98,000	0.0%	$100.63	-9.0%	COM	053611109
GPC	GENUINE PARTS CO	841	$95,000	0.0%	$76.83	+10.3%	COM	372460105
USB	US BANCORP DEL	1,922	$93,000	0.0%	$39.92	-5.8%	COM NEW	902973304
AVB	AVALONBAY CMNTYS INC	457	$92,000	0.0%	$124.68	+20.7%	COM	053484101
ETR	ENTERGY CORP NEW	964	$92,000	0.0%	$28.84	+22.1%	COM	29364G103
ELV	ANTHEM INC	313	$90,000	0.0%	$211.75	+24.5%	COM	036752103
PLD	PROLOGIS INC	1,251	$90,000	0.0%	$49.87	+13.0%	COM	74340W103
WMB	WILLIAMS COS INC DEL	3,000	$86,000	0.0%	$19.06	-4.3%	COM	969457100
MDLZ	MONDELEZ INTL INC	1,669	$84,000	0.0%	$37.36	+3.8%	CL A	609207105
MDGL	MADRIGAL PHARMACEUTICALS INC	666	$83,000	0.0%	$196.53	-36.7%	COM	558868105
MET	METLIFE INC	1,944	$83,000	0.0%	$37.04	-5.4%	COM	59156R108
—	INDEPENDENT BK GROUP INC	1,606	$82,000	0.0%	$51.06	—	COM	45384B106
PFG	PRINCIPAL FINL GROUP INC	1,582	$79,000	0.0%	$48.41	-21.7%	COM	74251V102
—	CELGENE CORP	824	$78,000	0.0%	$89.81	—	COM	151020104
HPE	HEWLETT PACKARD ENTERPRISE C	4,734	$74,000	0.0%	$13.27	-6.9%	COM	42824C109
D	DOMINION ENERGY INC	970	$74,000	0.0%	$50.56	+6.6%	COM	25746U109
—	HCP INC	2,354	$74,000	0.0%	$23.36	—	COM	40414L109
NEE	NEXTERA ENERGY INC	379	$73,000	0.0%	$34.38	+12.2%	COM	65339F101
—	BB&T CORP	1,562	$73,000	0.0%	$51.86	—	COM	054937107
—	PEOPLES UTD FINL INC	4,389	$72,000	0.0%	$18.68	—	COM	712704105
MS	MORGAN STANLEY	1,656	$70,000	0.0%	$43.68	-22.1%	COM NEW	617446448
KMI	KINDER MORGAN INC DEL	3,481	$70,000	0.0%	$11.09	+12.7%	COM	49456B101
COP	CONOCOPHILLIPS	1,027	$69,000	0.0%	$43.76	+21.1%	COM	20825C104
CMI	CUMMINS INC	432	$68,000	0.0%	$139.76	-10.0%	COM	231021106
CVCO	CAVCO INDS INC DEL	569	$67,000	0.0%	$231.52	-40.9%	COM	149568107
SLB	SCHLUMBERGER LTD	1,534	$67,000	0.0%	$51.50	-30.6%	COM	806857108
LYB	LYONDELLBASELL INDUSTRIES N	797	$67,000	0.0%	$68.99	-19.6%	SHS - A -	N53745100
PNC	PNC FINL SVCS GROUP INC	545	$67,000	0.0%	$118.19	-18.1%	COM	693475105
PEG	PUBLIC SVC ENTERPRISE GRP IN	1,110	$66,000	0.0%	$37.56	+17.9%	COM	744573106
HRB	BLOCK H & R INC	2,724	$66,000	0.0%	$19.35	-3.0%	COM	093671105
CCI	CROWN CASTLE INTL CORP NEW	505	$65,000	0.0%	$77.70	+12.4%	COM	22822V101
SPG	SIMON PPTY GROUP INC NEW	354	$65,000	0.0%	$103.84	+17.1%	COM	828806109
HP	HELMERICH & PAYNE INC	1,127	$63,000	0.0%	$67.45	-19.2%	COM	423452101
IVZ	INVESCO LTD	3,233	$62,000	0.0%	$23.62	-43.0%	SHS	G491BT108
—	BLACKROCK INC	145	$62,000	0.0%	$544.83	—	COM	09247X101
WU	WESTERN UN CO	3,347	$62,000	0.0%	$19.12	—	COM	959802109
GM	GENERAL MTRS CO	1,650	$61,000	0.0%	$35.73	-2.5%	COM	37045V100
VLO	VALERO ENERGY CORP NEW	696	$59,000	0.0%	$68.16	-8.5%	COM	91913Y100
CCL	CARNIVAL CORP	1,152	$58,000	0.0%	$60.17	-12.2%	UNIT 99/99/9999	143658300
SO	SOUTHERN CO	1,093	$56,000	0.0%	$33.53	+11.6%	COM	842587107
CAH	CARDINAL HEALTH INC	1,145	$56,000	0.0%	$54.18	-24.3%	COM	14149Y108
PGR	PROGRESSIVE CORP OHIO	750	$54,000	0.0%	$55.48	0.0%	COM	743315103
AMT	AMERICAN TOWER CORP NEW	270	$53,000	0.0%	$114.77	+27.2%	COM	03027X100
—	WESTROCK CO	1,345	$52,000	0.0%	$50.29	—	COM	96145D105
AEE	AMEREN CORP	698	$51,000	0.0%	$44.14	+29.7%	COM	023608102
BK	BANK NEW YORK MELLON CORP	944	$48,000	0.0%	$43.95	-3.7%	COM	064058100
TROW	PRICE T ROWE GROUP INC	465	$47,000	0.0%	$82.41	-11.2%	COM	74144T108
BIIB	BIOGEN INC	200	$47,000	0.0%	$310.41	+1.4%	COM	09062X103
—	ALLERGAN PLC	318	$47,000	0.0%	$169.81	—	SHS	G0177J108
GIS	GENERAL MLS INC	912	$47,000	0.0%	$34.16	+4.8%	COM	370334104
TRV	TRAVELERS COMPANIES INC	340	$47,000	0.0%	$117.60	-6.2%	COM	89417E109
COF	CAPITAL ONE FINL CORP	541	$44,000	0.0%	$86.88	-16.9%	COM	14040H105
—	XEROX CORP	1,372	$44,000	0.0%	$29.15	—	COM NEW	984121608
F	FORD MTR CO DEL	4,850	$43,000	0.0%	$7.48	-18.8%	COM	345370860
—	SEAGATE TECHNOLOGY PLC	886	$43,000	0.0%	$59.10	—	SHS	G7945M107
—	SUNTRUST BKS INC	714	$42,000	0.0%	$68.03	—	COM	867914103
—	L BRANDS INC	1,527	$42,000	0.0%	$37.98	—	COM	501797104
MRSH	MARSH & MCLENNAN COS INC	436	$41,000	0.0%	$73.68	+7.7%	COM	571748102
WY	WEYERHAEUSER CO	1,550	$41,000	0.0%	$25.91	-25.5%	COM	962166104
YUM	YUM BRANDS INC	383	$38,000	0.0%	$71.00	+17.6%	COM	988498101
EXC	EXELON CORP	759	$38,000	0.0%	$22.84	+17.1%	COM	30161N101
HST	HOST HOTELS & RESORTS INC	1,931	$37,000	0.0%	$14.47	-1.2%	COM	44107P104
MPC	MARATHON PETE CORP	605	$36,000	0.0%	$53.75	-6.2%	COM	56585A102
MCO	MOODYS CORP	191	$35,000	0.0%	$151.00	+2.6%	COM	615369105
BXP	BOSTON PROPERTIES INC	261	$35,000	0.0%	$85.13	+8.8%	COM	101121101
AIG	AMERICAN INTL GROUP INC	811	$35,000	0.0%	$44.24	-19.2%	COM NEW	026874784
OKE	ONEOK INC NEW	491	$34,000	0.0%	$41.38	+0.6%	COM	682680103
WELL	WELLTOWER INC	424	$33,000	0.0%	$42.96	+40.3%	COM	95040Q104
—	APARTMENT INVT & MGMT CO	619	$31,000	0.0%	$50.08	—	CL A	03748R754
HAL	HALLIBURTON CO	1,024	$30,000	0.0%	$42.09	-37.7%	COM	406216101
EQR	EQUITY RESIDENTIAL	379	$29,000	0.0%	$44.25	+25.6%	SH BEN INT	29476L107
BAX	BAXTER INTL INC	358	$29,000	0.0%	$58.91	+8.7%	COM	071813109
DAL	DELTA AIR LINES INC DEL	540	$28,000	0.0%	$50.34	-7.1%	COM NEW	247361702
NWL	NEWELL BRANDS INC	1,852	$28,000	0.0%	$19.61	-32.4%	COM	651229106
KHC	KRAFT HEINZ CO	831	$27,000	0.0%	$41.43	-29.8%	COM	500754106
O	REALTY INCOME CORP	361	$27,000	0.0%	$34.12	+39.3%	COM	756109104
PH	PARKER HANNIFIN CORP	155	$27,000	0.0%	$168.05	-10.9%	COM	701094104
HOG	HARLEY DAVIDSON INC	738	$26,000	0.0%	$47.85	-23.9%	COM	412822108
KEY	KEYCORP NEW	1,575	$25,000	0.0%	$11.97	0.0%	COM	493267108
VTR	VENTAS INC	378	$24,000	0.0%	$37.43	+26.2%	COM	92276F100
IRM	IRON MTN INC NEW	673	$24,000	0.0%	$21.76	+12.3%	COM	46284V101
—	CENTURYLINK INC	2,022	$24,000	0.0%	$16.32	—	COM	156700106
AMP	AMERIPRISE FINL INC	185	$24,000	0.0%	$139.94	-21.9%	COM	03076C106
PPL	PPL CORP	715	$23,000	0.0%	$20.39	+13.3%	COM	69351T106
SRE	SEMPRA ENERGY	185	$23,000	0.0%	$44.06	+7.0%	COM	816851109
HAS	HASBRO INC	267	$23,000	0.0%	$70.02	-3.6%	COM	418056107
VNO	VORNADO RLTY TR	327	$22,000	0.0%	$67.28	—	SH BEN INT	929042109
CPB	CAMPBELL SOUP CO	566	$22,000	0.0%	$30.98	-9.2%	COM	134429109
FDX	FEDEX CORP	116	$21,000	0.0%	$214.45	-27.3%	COM	31428X106
JCI	JOHNSON CTLS INTL PLC	500	$19,000	0.0%	$31.78	-6.9%	SHS	G51502105
—	WALGREENS BOOTS ALLIANCE INC	300	$19,000	0.0%	$66.67	—	COM	931427108
WYNN	WYNN RESORTS LTD	142	$17,000	0.0%	$158.47	-29.4%	COM	983134107
HBAN	HUNTINGTON BANCSHARES INC	1,180	$15,000	0.0%	$11.01	-11.4%	COM	446150104
—	APACHE CORP	278	$10,000	0.0%	$39.57	—	COM	037411105
ALL	ALLSTATE CORP	82	$8,000	0.0%	$80.71	-4.7%	COM	020002101
FOXA	FOX CORP	200	$7,000	0.0%	$35.41	0.0%	CL A COM	35137L105
STT	STATE STR CORP	101	$7,000	0.0%	$81.93	-32.4%	COM	857477103
WAB	WABTEC CORP	56	$4,000	0.0%	$69.17	0.0%	COM	929740108