Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CVX	Chevron Corporation	164,000	$19.45M	2.9%	$70.07	+30.6%	COM	166764100
BAC	BANK AMER CORP	541,157	$15.79M	2.3%	$15.95	+54.0%	COM	060505104
XOM	Exxon Mobil Corporation	179,900	$12.7M	1.9%	$55.40	-3.0%	COM	30231G102
JPM	JPMORGAN CHASE & CO	97,528	$11.48M	1.7%	$73.77	+28.9%	COM	46625H100
GPN	Global Payments Inc.	68,519	$10.89M	1.6%	$151.51	+2.6%	COM	37940X102
MPC	MARATHON PETE CORP	173,306	$10.53M	1.6%	$50.56	-14.8%	COM	56585A102
MLM	MARTIN MARIETTA MATLS INC	30,710	$8.418M	1.2%	$154.97	+52.5%	COM	573284106
MAS	MASCO CORP	201,386	$8.394M	1.2%	$30.25	+19.3%	COM	574599106
ADBE	Adobe Inc.	29,931	$8.268M	1.2%	$183.97	+58.7%	COM	00724F101
FANG	Diamondback Energy Inc.	91,514	$8.228M	1.2%	$72.98	+6.1%	COM	25278X109
NOC	Northrop Grumman Corporation	20,574	$7.711M	1.1%	$264.28	+20.6%	COM	666807102
MSFT	Microsoft Corporation	54,400	$7.563M	1.1%	$102.29	+27.0%	COM	594918104
UNP	UNION PAC CORP	45,589	$7.385M	1.1%	$111.70	+30.5%	COM	907818108
EOG	EOG Resources Inc.	99,400	$7.377M	1.1%	$88.19	-30.3%	COM	26875P101
MA	MASTERCARD INCORPORATED CL A	25,669	$6.971M	1.0%	$88.43	+200.9%	COM	57636Q104
MRK	MERCK & CO INC	82,788	$6.969M	1.0%	$49.79	+31.5%	COM	58933Y105
NKE	NIKE Inc. Class B	72,253	$6.786M	1.0%	$69.22	+13.8%	COM	654106103
—	Pioneer Natural Resources Comp	53,583	$6.739M	1.0%	$176.46	—	COM	723787107
PSX	Phillips 66	65,600	$6.717M	1.0%	$79.20	-2.4%	COM	718546104
RCL	Royal Caribbean Cruises Ltd.	57,727	$6.254M	0.9%	$100.23	+5.6%	COM	V7780T103
CRS	Carpenter Technology Corporati	118,356	$6.114M	0.9%	$41.09	+4.8%	COM	144285103
HD	HOME DEPOT INC	25,900	$6.009M	0.9%	$67.60	+176.7%	COM	437076102
—	NUVEEN MORTGAGE OPPORTUNITY	259,447	$5.983M	0.9%	$23.26	—	COM	670735109
UNH	UNITEDHEALTH GROUP INC	27,019	$5.872M	0.9%	$156.20	+39.0%	COM	91324P102
LMT	Lockheed Martin Corporation	14,850	$5.792M	0.9%	$248.93	+27.1%	COM	539830109
—	W. R. Grace & Co.	83,400	$5.568M	0.8%	$75.49	—	COM	38388F108
—	SVB Financial Group	26,400	$5.516M	0.8%	$183.95	—	COM	78486Q101
SWKS	SKYWORKS SOLUTIONS INC	69,136	$5.479M	0.8%	$63.89	+7.1%	COM	83088M102
VOYA	VOYA FINL INC	96,786	$5.269M	0.8%	$39.56	+21.4%	COM	929089100
V	VISA INC COM CL A	30,197	$5.194M	0.8%	$66.26	+157.0%	COM	92826C839
EXP	Eagle Materials Inc.	57,398	$5.166M	0.8%	$96.52	-13.9%	COM	26969P108
SBNY	Signature Bank	42,032	$5.011M	0.7%	$124.22	—	COM	82669G104
—	Duff&Phelps Utilities & Corpor	518,299	$4.794M	0.7%	$8.71	—	COM	26432K108
DLTR	Dollar Tree Inc.	41,520	$4.74M	0.7%	$88.89	+17.7%	COM	256746108
ETN	Eaton Corp. Plc	56,700	$4.715M	0.7%	$71.00	+1.6%	COM	G29183103
LHX	L3Harris Technologies Inc	22,300	$4.653M	0.7%	$180.55	0.0%	COM	502431109
VLO	Valero Energy Corporation	54,400	$4.637M	0.7%	$59.68	+4.7%	COM	91913Y100
MGA	MAGNA INTL INC	84,620	$4.513M	0.7%	$31.18	+30.4%	COM	559222401
AMZN	Amazon.com Inc.	2,544	$4.416M	0.7%	$83.36	+11.2%	COM	023135106
—	Raytheon Company	22,050	$4.326M	0.6%	$175.10	—	COM	755111507
ULTA	ULTA BEAUTY INC	17,150	$4.299M	0.6%	$277.25	+10.7%	COM	90384S303
AAPL	Apple Inc.	18,630	$4.173M	0.6%	$21.41	+134.5%	COM	037833100
OKE	ONEOK Inc.	56,300	$4.149M	0.6%	$46.59	0.0%	COM	682680103
AVY	Avery Dennison Corporation	34,800	$3.952M	0.6%	$94.51	+8.1%	COM	053611109
JAZZ	JAZZ PHARMACEUTICALS PLC SHS U	30,584	$3.919M	0.6%	$157.59	-14.9%	COM	G50871105
VFC	V.F. Corporation	43,900	$3.907M	0.6%	$80.90	+5.6%	COM	918204108
—	Canadian Pacific Railway Limit	17,426	$3.877M	0.6%	$177.19	—	COM	13645T100
PRU	Prudential Financial Inc.	42,300	$3.805M	0.6%	$70.89	-7.2%	COM	744320102
—	Allergan plc	22,500	$3.787M	0.6%	$150.11	—	COM	G0177J108
LLY	Eli Lilly and Company	33,100	$3.702M	0.5%	$69.60	+47.6%	COM	532457108
—	Parsley Energy Inc. Class A	216,100	$3.63M	0.5%	$28.45	—	COM	701877102
AWI	ARMSTRONG WORLD INDS INC NEW	37,400	$3.617M	0.5%	$77.13	+17.1%	COM	04247X102
—	ALEXION PHARMACEUTICALS INC	36,833	$3.607M	0.5%	$123.93	—	COM	015351109
MTZ	MasTec, Inc.	54,895	$3.564M	0.5%	$49.40	+18.1%	COM	576323109
DG	Dollar General Corporation	22,100	$3.513M	0.5%	$100.20	+32.5%	COM	256677105
EXPE	Expedia Group Inc.	26,027	$3.498M	0.5%	$118.57	+9.6%	COM	30212P303
KEX	Kirby Corp.	42,200	$3.467M	0.5%	$80.26	-4.6%	COM	497266106
USB	U.S. Bancorp	62,600	$3.464M	0.5%	$35.43	+16.1%	COM	902973304
PKG	Packaging Corporation of Ameri	32,400	$3.438M	0.5%	$78.11	+6.8%	COM	695156109
KEY	KEYCORP NEW	192,301	$3.431M	0.5%	$12.83	-1.1%	COM	493267108
QRVO	QORVO INC	46,260	$3.43M	0.5%	$80.09	-9.3%	COM	74736K101
TMO	THERMO FISHER SCIENTIFIC INC	11,687	$3.404M	0.5%	$167.73	+67.9%	COM	883556102
EVRG	Evergy Inc.	50,000	$3.328M	0.5%	$43.36	+13.8%	COM	30034W106
ELV	ANTHEM INC	13,800	$3.313M	0.5%	$200.83	+25.1%	COM	036752103
BABA	Alibaba Group Holding Ltd. Spo	19,600	$3.278M	0.5%	$163.27	—	ADR	01609W102
CBT	Cabot Corporation	72,300	$3.277M	0.5%	$38.15	-3.3%	COM	127055101
CNP	CenterPoint Energy Inc.	108,000	$3.259M	0.5%	$20.29	+18.8%	COM	15189T107
COP	ConocoPhillips	57,000	$3.248M	0.5%	$53.41	-15.2%	COM	20825C104
EEFT	Euronet Worldwide Inc.	21,961	$3.213M	0.5%	$116.59	+32.8%	COM	298736109
—	MAGELLAN MIDSTREAM PRTNRS LP C	48,300	$3.201M	0.5%	$66.27	—	COM	559080106
LNC	LINCOLN NATL CORP IND	52,700	$3.179M	0.5%	$44.22	-0.3%	COM	534187109
NAVI	Navient Corp	245,300	$3.14M	0.5%	$12.08	+10.3%	COM	63938C108
WMB	Williams Cos.	128,600	$3.094M	0.5%	$17.63	0.0%	COM	969457100
CI	Cigna Corporation	20,231	$3.071M	0.5%	$166.55	-10.6%	COM	125523100
IP	International Paper Company	73,200	$3.061M	0.5%	$32.79	-10.5%	COM	460146103
C	CITIGROUP INC COM NEW	44,100	$3.046M	0.4%	$36.44	+48.6%	COM	172967424
ZTS	Zoetis Inc. Class A	24,388	$3.039M	0.4%	$85.91	+33.4%	COM	98978V103
—	Cimarex Energy Co.	61,800	$2.963M	0.4%	$101.62	—	COM	171798101
CSX	CSX Corporation	41,650	$2.885M	0.4%	$19.38	+10.2%	COM	126408103
EBAY	eBay Inc.	71,965	$2.805M	0.4%	$26.78	+34.5%	COM	278642103
MS	MORGAN STANLEY COM NEW	65,600	$2.799M	0.4%	$41.11	-14.8%	COM	617446448
NXPI	NXP Semiconductors NV	24,800	$2.706M	0.4%	$86.65	+6.0%	COM	N6596X109
EMN	Eastman Chemical Company	36,500	$2.695M	0.4%	$58.91	-3.3%	COM	277432100
FBIN	Fortune Brands Home & Security	48,600	$2.658M	0.4%	$39.42	+4.7%	COM	34964C106
EIX	Edison International	35,000	$2.64M	0.4%	$44.56	+21.6%	COM	281020107
CNO	CNO Financial Group Inc.	166,400	$2.634M	0.4%	$16.52	-17.4%	COM	12621E103
SRE	SEMPRA ENERGY	17,400	$2.568M	0.4%	$43.44	+30.9%	COM	816851109
HUBB	Hubbell Incorporated Class B	19,500	$2.562M	0.4%	$110.46	+3.6%	COM	443510607
—	TE Connectivity Ltd.	26,926	$2.509M	0.4%	$78.23	—	COM	H84989104
DUK	Duke Energy Corporation	25,800	$2.473M	0.4%	$67.76	+4.1%	COM	26441C204
NEE	NextEra Energy Inc.	10,600	$2.47M	0.4%	$35.26	+31.2%	COM	65339F101
CBRL	Cracker Barrel Old Country Sto	15,000	$2.44M	0.4%	$131.75	0.0%	COM	22410J106
—	Invesco Dynamic Credit Opportu	221,378	$2.437M	0.4%	$11.01	—	COM	46132R104
MDU	MDU Resources Group Inc.	85,000	$2.396M	0.4%	$8.13	+3.8%	COM	552690109
BAH	BOOZ ALLEN HAMILTON HLDG CORP	33,500	$2.379M	0.4%	$43.22	+45.7%	COM	099502106
GTLS	CHART INDS INC	38,000	$2.37M	0.3%	$67.72	0.0%	COM	16115Q308
EWZ	iShares MSCI Brazil ETF	56,204	$2.368M	0.3%	$43.24	—	COM	464286400
XEL	Xcel Energy Inc.	36,500	$2.368M	0.3%	$39.01	+31.3%	COM	98389B100
—	INGERSOLL-RAND PLC	19,110	$2.355M	0.3%	$122.14	—	COM	G47791101
LGIH	LGI HOMES INC	28,200	$2.35M	0.3%	$67.42	+13.3%	COM	50187T106
ED	Consolidated Edison Inc.	24,600	$2.324M	0.3%	$62.73	+12.4%	COM	209115104
SHW	Sherwin-Williams Co.	4,200	$2.309M	0.3%	$140.92	+14.1%	COM	824348106
DTE	DTE Energy Company	17,300	$2.3M	0.3%	$61.81	+43.9%	COM	233331107
D	Dominion Energy Inc	28,100	$2.277M	0.3%	$52.30	+11.7%	COM	25746U109
BA	BOEING CO	5,680	$2.161M	0.3%	$351.63	+0.2%	COM	097023105
—	Perficient Inc.	55,900	$2.157M	0.3%	$29.63	—	COM	71375U101
—	II-VI Incorporated	61,200	$2.155M	0.3%	$36.86	—	COM	902104108
KOP	Koppers Holdings Inc.	72,171	$2.108M	0.3%	$27.00	-0.5%	COM	50060P106
PEG	Public Service Enterprise Grou	33,600	$2.086M	0.3%	$47.56	+1.0%	COM	744573106
BMY	Bristol-Myers Squibb Company	40,893	$2.074M	0.3%	$43.12	-14.7%	COM	110122108
AEE	AMEREN CORP	25,900	$2.073M	0.3%	$39.97	+59.8%	COM	023608102
OGE	OGE ENERGY CORP	45,600	$2.069M	0.3%	$42.81	+1.2%	COM	670837103
ADP	Automatic Data Processing Inc.	12,700	$2.05M	0.3%	$132.35	+8.8%	COM	053015103
AVGO	BROADCOM INC	7,390	$2.04M	0.3%	$18.27	+31.5%	COM	11135F101
FITB	Fifth Third Bancorp	74,502	$2.04M	0.3%	$15.09	+40.8%	COM	316773100
CMI	Cummins Inc.	12,450	$2.025M	0.3%	$127.47	+6.8%	COM	231021106
HUN	Huntsman Corporation	86,700	$2.017M	0.3%	$23.48	-12.1%	COM	447011107
EPAM	EPAM SYS INC	11,000	$2.006M	0.3%	$188.28	0.0%	COM	29414B104
AEP	AMERICAN ELEC PWR INC	21,400	$2.005M	0.3%	$72.44	0.0%	COM	025537101
PNW	Pinnacle West Capital Corporat	20,500	$1.99M	0.3%	$72.11	-0.3%	COM	723484101
ABBV	ABBVIE INC	26,221	$1.985M	0.3%	$58.66	-10.4%	COM	00287Y109
RPM	RPM International Inc.	28,200	$1.94M	0.3%	$59.04	+12.2%	COM	749685103
CNC	Centene Corporation	44,822	$1.939M	0.3%	$58.35	-16.5%	COM	15135B101
VRTX	VERTEX PHARMACEUTICALS INC	11,410	$1.933M	0.3%	$178.07	-0.7%	COM	92532F100
PPL	PPL CORP	61,300	$1.93M	0.3%	$21.54	+7.0%	COM	69351T106
—	WELLCARE HEALTH PLANS INC	7,301	$1.892M	0.3%	$239.11	—	COM	94946T106
PM	PHILIP MORRIS INTL INC	24,200	$1.838M	0.3%	$58.70	-3.4%	COM	718172109
AXS	Axis Capital Holdings Limited	27,200	$1.815M	0.3%	$45.59	+15.6%	COM	G0692U109
—	Bonanza Creek Energy Inc	80,500	$1.802M	0.3%	$20.88	—	COM	097793400
BKR	Baker Hughes a GE Company Clas	76,765	$1.781M	0.3%	$20.12	-2.8%	COM	05722G100
RVTY	PERKINELMER INC	20,912	$1.781M	0.3%	$74.14	+16.2%	COM	714046109
MET	MetLife Inc.	37,400	$1.764M	0.3%	$35.17	+9.4%	COM	59156R108
—	PRA HEALTH SCIENCES INC	17,744	$1.761M	0.3%	$110.19	—	COM	69354M108
SEE	Sealed Air Corp.	42,300	$1.756M	0.3%	$37.59	0.0%	COM	81211K100
—	Callon Petroleum Company	401,400	$1.742M	0.3%	$9.45	—	COM	13123X102
AX	Axos Financial Inc.	56,200	$1.71M	0.3%	$35.24	-23.6%	COM	05465C100
NI	NISOURCE INC	56,700	$1.696M	0.3%	$18.71	+26.9%	COM	65473P105
AVA	Avista Corporation	33,300	$1.613M	0.2%	$31.20	+11.8%	COM	05379B107
—	Knoll Inc.	63,600	$1.612M	0.2%	$22.99	—	COM	498904200
—	HOLLYFRONTIER CORP	29,821	$1.6M	0.2%	$69.90	—	COM	436106108
IQV	IQVIA HLDGS INC	10,538	$1.574M	0.2%	$120.08	+29.6%	COM	46266C105
—	Aircastle Limited	69,600	$1.561M	0.2%	$20.24	—	COM	G0129K104
CSCO	Cisco Systems Inc.	31,500	$1.556M	0.2%	$45.18	-5.3%	COM	17275R102
EWW	iShares MSCI Mexico ETF	36,000	$1.538M	0.2%	$42.72	—	COM	464286822
HUM	HUMANA INC	6,000	$1.534M	0.2%	$206.32	+28.5%	COM	444859102
MERC	MERCER INTL INC	121,300	$1.521M	0.2%	$11.98	-15.2%	COM	588056101
BDX	BECTON DICKINSON & CO	5,961	$1.508M	0.2%	$173.29	+29.0%	COM	075887109
ESNT	Essent Group Ltd.	31,100	$1.483M	0.2%	$31.62	+35.5%	COM	G3198U102
SNX	SYNNEX Corporation	12,900	$1.456M	0.2%	$36.40	+19.3%	COM	87162W100
ROG	Rogers Corporation	10,639	$1.454M	0.2%	$61.50	+139.7%	COM	775133101
SUPN	Supernus Pharmaceuticals Inc.	52,774	$1.45M	0.2%	$48.90	-39.4%	COM	868459108
BCE	BCE Inc.	29,800	$1.443M	0.2%	$27.51	+11.3%	COM	05534B760
MO	ALTRIA GROUP INC	35,100	$1.436M	0.2%	$34.58	-20.2%	COM	02209S103
—	Marriott Vacations Worldwide C	13,600	$1.409M	0.2%	$96.40	—	COM	57164y107
AWK	American Water Works Company I	11,300	$1.404M	0.2%	$85.64	+25.0%	COM	030420103
EMR	Emerson Electric Co.	20,300	$1.357M	0.2%	$56.48	-3.8%	COM	291011104
—	KANSAS CITY SOUTHERN COM NEW	10,200	$1.357M	0.2%	$98.86	—	COM	485170302
R	Ryder System Inc.	26,100	$1.351M	0.2%	$57.72	-9.5%	COM	783549108
DIOD	Diodes Incorporated	33,413	$1.342M	0.2%	$31.00	+24.8%	COM	254543101
—	Discover Financial Services	16,298	$1.322M	0.2%	$61.36	—	COM	254709108
MWA	Mueller Water Products Inc. Cl	115,900	$1.303M	0.2%	$8.93	+2.9%	COM	624758108
NBIS	Yandex NV Class A	36,776	$1.288M	0.2%	$37.99	—	COM	N97284108
PNC	PNC Financial Services Group I	9,110	$1.277M	0.2%	$111.60	-3.5%	COM	693475105
—	AVANGRID INC	24,400	$1.275M	0.2%	$48.66	—	COM	05351W103
JNJ	JOHNSON & JOHNSON	9,800	$1.268M	0.2%	$110.34	-0.3%	COM	478160104
AXP	AMERICAN EXPRESS CO	10,700	$1.266M	0.2%	$79.30	+42.0%	COM	025816109
OTTR	OTTER TAIL CORP	23,100	$1.242M	0.2%	$40.53	+8.0%	COM	689648103
TPR	Tapestry Inc.	47,200	$1.23M	0.2%	$25.96	-13.8%	COM	876030107
NOW	ServiceNow Inc.	4,800	$1.218M	0.2%	$54.38	0.0%	COM	81762P102
LAMR	LAMAR ADVERTISING CO	14,700	$1.204M	0.2%	$80.68	—	COM	512816109
BKH	Black Hills Corporation	15,600	$1.197M	0.2%	$60.34	0.0%	COM	092113109
—	Super Micro Computer Inc.	62,100	$1.192M	0.2%	$16.77	—	COM	86800U104
—	Premier Inc. Class A	41,132	$1.19M	0.2%	$45.78	—	COM	74051N102
FXI	iShares China Large-Cap ETF	29,556	$1.176M	0.2%	$42.77	—	COM	464287184
WBS	Webster Financial Corporation	24,900	$1.167M	0.2%	$50.56	-6.5%	COM	947890109
—	BlackRock New York Municipal B	78,852	$1.16M	0.2%	$14.77	—	COM	09249P106
LULU	Lululemon Athletica Inc	5,900	$1.136M	0.2%	$173.67	+7.6%	COM	550021109
CTSH	Cognizant Technology Solutions	18,780	$1.132M	0.2%	$59.90	-4.1%	COM	192446102
GLW	Corning Inc.	39,100	$1.115M	0.2%	$26.62	-6.1%	COM	219350105
—	Carrizo Oil & Gas Inc.	129,800	$1.115M	0.2%	$26.66	—	COM	144577103
—	MYLAN N V SHS EURO	56,000	$1.108M	0.2%	$30.25	—	COM	N59465109
—	BlackRock Muni New York Interm	75,346	$1.108M	0.2%	$14.32	—	COM	09255F109
XHNWX	Pioneer Diversified High Incom	76,371	$1.107M	0.2%	$14.30	—	COM	723653101
EME	EMCOR Group Inc.	12,700	$1.094M	0.2%	$83.08	0.0%	COM	29084Q100
TFX	TELEFLEX INC	3,200	$1.087M	0.2%	$253.77	+32.3%	COM	879369106
MTDR	MATADOR RES CO	65,300	$1.079M	0.2%	$28.50	-41.4%	COM	576485205
BFH	ALLIANCE DATA SYSTEMS CORP	8,300	$1.063M	0.2%	$159.18	-36.9%	COM	018581108
BC	BRUNSWICK CORP	20,257	$1.056M	0.2%	$43.82	-3.6%	COM	117043109
HQY	HealthEquity Inc	18,400	$1.052M	0.2%	$80.61	-17.7%	COM	42226A107
SPXL	Direxion Daily S&P 500 Bull 3x	20,058	$1.049M	0.2%	$46.76	—	COM	25459W862
GOOG	Alphabet Inc. Class C	858	$1.046M	0.2%	$36.67	+60.2%	COM	02079K107
GLOB	Globant SA	11,400	$1.044M	0.2%	$87.16	+14.0%	COM	L44385109
CVCO	Cavco Industries Inc.	5,400	$1.037M	0.2%	$136.18	+30.0%	COM	149568107
CWCO	Consolidated Water Co. Ltd.	62,205	$1.026M	0.2%	$11.36	+12.7%	COM	G23773107
ACGL	Arch Capital Group Ltd.	23,500	$987K	0.1%	$25.94	+44.5%	COM	G0450A105
INTC	INTEL CORP	18,400	$948K	0.1%	$42.76	+0.6%	COM	458140100
AL	AIR LEASE CORP CL A	22,391	$936K	0.1%	$32.47	+12.3%	COM	00912X302
WFC	Wells Fargo & Company	18,300	$923K	0.1%	$38.27	+4.0%	COM	949746101
INFY	Infosys Limited Sponsored ADR	81,200	$923K	0.1%	$10.70	—	ADR	456788108
LOW	LOWES COS INC	8,360	$919K	0.1%	$65.14	+44.3%	COM	548661107
GS	GOLDMAN SACHS GROUP INC	4,415	$915K	0.1%	$186.01	-3.5%	COM	38141G104
HIG	Hartford Financial Services Gr	15,000	$909K	0.1%	$43.86	+15.8%	COM	416515104
AOS	A. O. Smith Corporation	18,707	$893K	0.1%	$43.82	-6.2%	COM	831865209
FIVE	Five Below Inc.	7,000	$883K	0.1%	$80.30	+51.2%	COM	33829M101
MHK	MOHAWK INDS INC	7,100	$881K	0.1%	$159.56	-19.5%	COM	608190104
—	Forward Air Corporation	13,800	$879K	0.1%	$62.25	—	COM	349853101
CORT	Corcept Therapeutics Incorpora	62,000	$877K	0.1%	$13.47	-8.8%	COM	218352102
TJX	TJX COS INC NEW	15,602	$870K	0.1%	$42.12	+18.9%	COM	872540109
CMCSA	Comcast Corporation Class A	19,250	$868K	0.1%	$29.16	+28.6%	COM	20030N101
KBH	KB HOME	25,500	$867K	0.1%	$14.79	+71.5%	COM	48666K109
IBM	International Business Machine	5,900	$858K	0.1%	$92.98	+10.2%	COM	459200101
REGN	Regeneron Pharmaceuticals Inc.	3,000	$832K	0.1%	$473.21	-37.8%	COM	75886F107
EW	Edwards Lifesciences Corporati	3,700	$814K	0.1%	$32.40	+116.8%	COM	28176E108
COLM	Columbia Sportswear Co.	8,300	$804K	0.1%	$91.19	-0.1%	COM	198516106
ADT	ADT Corporation	126,300	$792K	0.1%	$5.71	-20.5%	COM	00090Q103
MD	MEDNAX Inc.	33,600	$760K	0.1%	$45.91	-50.4%	COM	58502B106
XNYVX	Nuveen New York Municipal Valu	53,368	$757K	0.1%	$14.59	—	COM	670706100
—	AARONS INC COM PAR $0.50	11,700	$752K	0.1%	$44.88	—	COM	002535300
—	Altra Industrial Motion Corp.	26,400	$731K	0.1%	$27.60	—	COM	02208R106
FDX	FedEx Corporation	5,020	$731K	0.1%	$217.33	-34.1%	COM	31428X106
ECPG	Encore Capital Group Inc.	21,900	$730K	0.1%	$35.52	-1.2%	COM	292554102
ALLY	ALLY FINL INC	21,700	$720K	0.1%	$21.88	+20.5%	COM	02005N100
CCL	CARNIVAL CORP PAIRED CTF	16,212	$709K	0.1%	$51.75	-13.4%	COM	143658300
—	Cabot Microelectronics Corpora	4,800	$678K	0.1%	$111.95	—	COM	12709P103
MEI	METHODE ELECTRS INC	19,400	$653K	0.1%	$34.41	-25.1%	COM	591520200
AES	AES Corporation	39,500	$645K	0.1%	$10.36	+23.7%	COM	00130H105
—	Foot Locker Inc.	14,869	$642K	0.1%	$60.60	—	COM	344849104
—	Pilgrim's Pride Corp.	19,900	$638K	0.1%	$25.41	—	COM	721467108
URI	UNITED RENTALS INC	5,100	$636K	0.1%	$119.93	-2.1%	COM	911363109
EWBC	East West Bancorp Inc.	14,100	$624K	0.1%	$49.08	-24.3%	COM	27579R104
G	Genpact Limited	16,100	$624K	0.1%	$33.62	+9.2%	COM	G3922B107
AJG	GALLAGHER ARTHUR J & CO	6,800	$609K	0.1%	$40.64	+104.6%	COM	363576109
—	Synovus Financial Corp.	16,600	$594K	0.1%	$47.50	—	COM	87161C501
MLKN	Herman Miller Inc.	12,800	$590K	0.1%	$31.74	+16.9%	COM	600544100
DVA	DaVita Inc.	10,300	$588K	0.1%	$68.14	-14.7%	COM	23918K108
—	Unilever PLC Sponsored ADR	9,700	$583K	0.1%	$61.96	—	ADR	904767704
DHI	D.R. Horton Inc.	10,994	$579K	0.1%	$41.03	+8.9%	COM	23331A109
KDP	Keurig Dr Pepper Inc.	21,196	$579K	0.1%	$23.69	+0.6%	COM	49271V100
—	CDK Global Inc	11,700	$563K	0.1%	$63.98	—	COM	12508E101
ORLY	O'Reilly Automotive Inc.	1,400	$558K	0.1%	$25.33	+2.0%	COM	67103H107
AIZ	Assurant Inc	4,400	$554K	0.1%	$87.61	+20.8%	COM	04621X108
ALG	Alamo Group Inc.	4,700	$553K	0.1%	$89.34	+17.0%	COM	011311107
—	First Midwest Bancorp Inc.	28,127	$548K	0.1%	$22.03	—	COM	320867104
—	Eaton Vance California Municip	40,556	$545K	0.1%	$12.38	—	COM	27826F101
BUD	Anheuser-Busch InBev SA/NV Spo	5,700	$542K	0.1%	$86.73	—	ADR	03524A108
—	Momo Inc Sponsored ADR Class A	17,200	$533K	0.1%	$30.63	—	ADR	60879B107
TSN	TYSON FOODS INC CL A	5,900	$508K	0.1%	$56.79	+24.4%	COM	902494103
MCRI	Monarch Casino & Resort Inc.	12,100	$504K	0.1%	$40.62	+9.7%	COM	609027107
—	CONTINENTAL BLDG PRODS INC	18,400	$502K	0.1%	$31.58	—	COM	211171103
—	Nuveen Connecticut Quality Mun	36,903	$495K	0.1%	$13.41	—	COM	67060D107
—	Spirit AeroSystems Holdings In	6,000	$493K	0.1%	$81.33	—	COM	848574109
—	MGP Ingredients Inc.	9,700	$482K	0.1%	$66.29	—	COM	55302G103
—	Ebix Inc.	11,400	$480K	0.1%	$47.67	—	COM	278715206
BTI	British American Tobacco PLC S	13,000	$480K	0.1%	$34.88	—	ADR	110448107
LKQ	LKQ Corporation	15,200	$478K	0.1%	$24.60	-0.2%	COM	501889208
—	Discovery Inc. Class A	17,700	$471K	0.1%	$27.01	—	COM	25470F104
CCEP	Coca-Cola European Partners Pl	8,400	$466K	0.1%	$44.96	+3.0%	COM	G25839104
DEO	Diageo plc Sponsored ADR	2,800	$458K	0.1%	$172.14	—	ADR	25243Q205
MED	Medifast Inc.	4,400	$456K	0.1%	$114.94	-22.2%	COM	58470H101
AZO	AUTOZONE INC	412	$447K	0.1%	$747.73	+49.9%	COM	053332102
AIN	Albany International Corp.	4,900	$442K	0.1%	$65.48	+17.1%	COM	012348108
—	PGT INNOVATIONS INC	25,000	$432K	0.1%	$10.64	—	COM	69336V101
—	Calavo Growers inc.	4,400	$419K	0.1%	$96.82	—	COM	282461052
EL	Estee Lauder Cos. (Cl A)	2,100	$418K	0.1%	$156.93	+12.2%	COM	518439104
META	Facebook Inc. Class A	2,323	$414K	0.1%	$87.69	+115.2%	COM	30303M102
AMAT	APPLIED MATLS INC	8,100	$404K	0.1%	$35.35	+28.3%	COM	038222105
SYY	SYSCO CORP	5,000	$397K	0.1%	$55.97	+10.4%	COM	871829107
PATK	Patrick Industries Inc.	9,200	$394K	0.1%	$36.50	-32.6%	COM	703343103
DRI	Darden Restaurants Inc.	3,300	$390K	0.1%	$102.22	0.0%	COM	237194105
GPK	Graphic Packaging Holding Comp	25,667	$379K	0.1%	$13.37	+5.0%	COM	388689101
—	Athene Holding Ltd. Class A	9,000	$379K	0.1%	$42.11	—	COM	G0684D107
CFG	Citizens Financial Group Inc.	10,600	$375K	0.1%	$28.37	-7.3%	COM	174610105
CW	Curtiss-Wright Corp.	2,900	$375K	0.1%	$111.72	+9.4%	COM	231561101
COF	Capital One Financial Corp.	4,100	$373K	0.1%	$79.83	+1.0%	COM	14040H105
UPS	UNITED PARCEL SERVICE INC CL B	3,100	$371K	0.1%	$84.97	+4.7%	COM	911312106
—	Jacobs Engineering Group Inc.	4,000	$366K	0.1%	$84.35	—	COM	469814107
—	YY Inc. Sponsored ADR Class A	6,500	$365K	0.1%	$84.00	—	ADR	98426T106
CVI	CVR Energy Inc.	7,700	$339K	0.1%	$20.68	+34.1%	COM	12662P108
NSRGY	Nestle S.A. Sponsored ADR	3,000	$325K	0.0%	$103.33	—	ADR	641069406
GIS	General Mills Inc.	5,700	$314K	0.0%	$41.22	+5.3%	COM	370334104
TXT	Textron Inc.	6,400	$313K	0.0%	$50.27	-3.7%	COM	883203101
EXTR	Extreme Networks Inc.	41,600	$303K	0.0%	$7.09	+2.0%	COM	30226D106
KMB	Kimberly-Clark Corp.	1,900	$270K	0.0%	$102.19	+7.4%	COM	494368103
ALSN	ALLISON TRANSMISSION HLDGS INC	5,000	$235K	0.0%	$41.70	-2.1%	COM	01973R101
—	Ferro Corporation	19,600	$232K	0.0%	$18.93	—	COM	315405100
POST	Post Holdings, Inc.	2,100	$222K	0.0%	$70.27	-3.0%	COM	737446104
TNA	Direxion Daily Small Cap Bull	3,800	$212K	0.0%	$61.05	—	COM	25459W847
KO	COCA COLA CO	3,900	$212K	0.0%	$43.96	0.0%	COM	191216100
SJM	J.M. Smucker Co.	1,900	$209K	0.0%	$98.41	-8.1%	COM	832696405
—	NUVEEN HIGH INCOME DECMBR 2019	20,000	$197K	0.0%	$9.86	—	COM	67076E107