Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BAC	BANK AMER CORP	484,895	$17.08M	2.4%	$15.95	+74.2%	COM	060505104
CVX	Chevron Corporation	140,900	$16.98M	2.4%	$70.07	+28.0%	COM	166764100
JPM	JPMORGAN CHASE & CO	97,528	$13.6M	1.9%	$73.77	+47.3%	COM	46625H100
GPN	Global Payments Inc.	69,719	$12.73M	1.8%	$151.72	+7.8%	COM	37940X102
XOM	Exxon Mobil Corporation	169,300	$11.81M	1.7%	$55.40	-6.0%	COM	30231G102
ADBE	Adobe Inc.	29,931	$9.872M	1.4%	$183.97	+59.9%	COM	00724F101
MPC	MARATHON PETE CORP	157,906	$9.514M	1.4%	$50.56	+2.1%	COM	56585A102
MAS	MASCO CORP	194,986	$9.357M	1.3%	$30.25	+35.7%	COM	574599106
MLM	MARTIN MARIETTA MATLS INC	30,710	$8.588M	1.2%	$154.97	+64.9%	COM	573284106
SWKS	SKYWORKS SOLUTIONS INC	69,136	$8.357M	1.2%	$63.89	+32.8%	COM	83088M102
UNP	UNION PAC CORP	45,589	$8.242M	1.2%	$111.70	+33.7%	COM	907818108
MA	MASTERCARD INCORPORATED CL A	27,069	$8.083M	1.2%	$97.95	+178.3%	COM	57636Q104
—	Pioneer Natural Resources Comp	53,283	$8.065M	1.1%	$176.46	—	COM	723787107
UNH	UNITEDHEALTH GROUP INC	27,019	$7.943M	1.1%	$156.20	+51.5%	COM	91324P102
MSFT	Microsoft Corporation	50,040	$7.891M	1.1%	$102.29	+36.1%	COM	594918104
EOG	EOG Resources Inc.	90,000	$7.538M	1.1%	$88.19	-36.7%	COM	26875P101
RCL	Royal Caribbean Cruises Ltd.	55,227	$7.373M	1.1%	$100.23	+12.5%	COM	V7780T103
—	Duff&Phelps Utilities & Corpor	805,953	$7.366M	1.0%	$8.87	—	COM	26432K108
PSX	Phillips 66	65,600	$7.308M	1.0%	$79.20	+10.3%	COM	718546104
NKE	NIKE Inc. Class B	71,003	$7.193M	1.0%	$69.22	+25.4%	COM	654106103
NOC	Northrop Grumman Corporation	20,874	$7.18M	1.0%	$265.05	+19.9%	COM	666807102
MRK	MERCK & CO INC	77,088	$7.011M	1.0%	$49.79	+35.7%	COM	58933Y105
V	VISA INC COM CL A	32,497	$6.106M	0.9%	$73.78	+133.9%	COM	92826C839
VOYA	VOYA FINL INC	96,786	$5.902M	0.8%	$39.56	+28.8%	COM	929089100
—	W. R. Grace & Co.	83,400	$5.825M	0.8%	$75.49	—	COM	38388F108
LMT	Lockheed Martin Corporation	14,665	$5.71M	0.8%	$248.93	+30.5%	COM	539830109
SBNY	Signature Bank	41,532	$5.674M	0.8%	$124.22	—	COM	82669G104
HD	HOME DEPOT INC	25,900	$5.656M	0.8%	$67.60	+188.4%	COM	437076102
AAPL	Apple Inc.	18,630	$5.471M	0.8%	$21.41	+189.6%	COM	037833100
QRVO	QORVO INC	46,260	$5.377M	0.8%	$80.09	+20.7%	COM	74736K101
ETN	Eaton Corp. Plc	56,700	$5.371M	0.8%	$71.00	+12.2%	COM	G29183103
EXP	Eagle Materials Inc.	57,398	$5.204M	0.7%	$96.52	-7.9%	COM	26969P108
FANG	Diamondback Energy Inc.	55,891	$5.19M	0.7%	$72.98	-11.2%	COM	25278X109
CRS	Carpenter Technology Corporati	98,556	$4.906M	0.7%	$41.09	+11.9%	COM	144285103
—	SVB Financial Group	19,500	$4.895M	0.7%	$183.95	—	COM	78486Q101
—	Raytheon Company	22,050	$4.845M	0.7%	$175.10	—	COM	755111507
MGA	MAGNA INTL INC	84,520	$4.635M	0.7%	$31.18	+42.8%	COM	559222401
JAZZ	JAZZ PHARMACEUTICALS PLC SHS U	30,584	$4.566M	0.7%	$157.59	-13.6%	COM	G50871105
AVY	Avery Dennison Corporation	34,800	$4.553M	0.6%	$94.51	+20.1%	COM	053611109
—	FIRST TR ABERDEEN GLBL OPP FD	403,330	$4.513M	0.6%	$11.19	—	COM	337319107
AMZN	Amazon.com Inc.	2,423	$4.477M	0.6%	$83.36	+6.2%	COM	023135106
—	Canadian Pacific Railway Limit	17,426	$4.443M	0.6%	$177.19	—	COM	13645T100
CBT	Cabot Corporation	93,400	$4.438M	0.6%	$38.57	+3.8%	COM	127055101
LHX	L3Harris Technologies Inc	22,300	$4.413M	0.6%	$180.55	-1.6%	COM	502431109
—	Allergan plc	23,000	$4.397M	0.6%	$151.00	—	COM	G0177J108
ULTA	ULTA BEAUTY INC	17,150	$4.341M	0.6%	$277.25	-11.9%	COM	90384S303
VFC	V.F. Corporation	43,300	$4.315M	0.6%	$80.90	+10.8%	COM	918204108
IP	International Paper Company	93,100	$4.287M	0.6%	$32.59	-2.2%	COM	460146103
OKE	ONEOK Inc.	56,300	$4.26M	0.6%	$46.59	+2.4%	COM	682680103
ELV	ANTHEM INC	13,800	$4.168M	0.6%	$200.83	+26.1%	COM	036752103
LLY	Eli Lilly and Company	31,600	$4.153M	0.6%	$69.60	+54.5%	COM	532457108
CI	Cigna Corporation	20,231	$4.137M	0.6%	$166.55	+0.7%	COM	125523100
VLO	Valero Energy Corporation	43,900	$4.111M	0.6%	$59.68	+23.4%	COM	91913Y100
—	ALEXION PHARMACEUTICALS INC	36,833	$3.983M	0.6%	$123.93	—	COM	015351109
PRU	Prudential Financial Inc.	42,300	$3.965M	0.6%	$70.89	-5.0%	COM	744320102
KEY	KEYCORP NEW	188,601	$3.817M	0.5%	$12.83	+9.0%	COM	493267108
DLTR	Dollar Tree Inc.	40,370	$3.797M	0.5%	$88.89	+18.1%	COM	256746108
TMO	THERMO FISHER SCIENTIFIC INC	11,687	$3.797M	0.5%	$167.73	+77.9%	COM	883556102
KEX	Kirby Corporation	42,200	$3.778M	0.5%	$80.26	+3.2%	COM	497266106
BABA	Alibaba Group Holding Ltd. Spo	17,500	$3.712M	0.5%	$163.27	—	ADR	01609W102
USB	U.S. Bancorp	62,600	$3.712M	0.5%	$35.43	+25.1%	COM	902973304
PKG	Packaging Corporation of Ameri	32,400	$3.628M	0.5%	$78.11	+17.1%	COM	695156109
C	CITIGROUP INC COM NEW	44,100	$3.523M	0.5%	$36.44	+62.6%	COM	172967424
MTZ	MASTEC INC	54,895	$3.522M	0.5%	$49.40	+33.3%	COM	576323109
AWI	ARMSTRONG WORLD INDS INC NEW	37,000	$3.477M	0.5%	$77.13	+16.4%	COM	04247X102
EEFT	Euronet Worldwide Inc.	21,961	$3.46M	0.5%	$116.59	+29.5%	COM	298736109
NAVI	Navient Corp	245,300	$3.356M	0.5%	$12.08	+11.4%	COM	63938C108
MS	MORGAN STANLEY COM NEW	65,600	$3.353M	0.5%	$41.11	-4.9%	COM	617446448
FBIN	Fortune Brands Home & Security	50,600	$3.306M	0.5%	$39.76	+20.6%	COM	34964C106
XHNWX	Pioneer Diversified High Incom	221,793	$3.3M	0.5%	$14.68	—	COM	723653101
EVRG	Evergy Inc.	50,000	$3.254M	0.5%	$43.36	+15.7%	COM	30034W106
ZTS	Zoetis Inc. Class A	24,388	$3.228M	0.5%	$85.91	+37.5%	COM	98978V103
DG	Dollar General Corporation	20,500	$3.198M	0.5%	$100.20	+45.6%	COM	256677105
HUBB	Hubbell Incorporated Class B	21,400	$3.163M	0.5%	$111.94	+13.6%	COM	443510607
NXPI	NXP Semiconductors NV	24,800	$3.156M	0.4%	$86.65	+20.9%	COM	N6596X109
LNC	LINCOLN NATL CORP IND	52,700	$3.11M	0.4%	$44.22	-1.2%	COM	534187109
WMB	Williams Companies Inc.	128,600	$3.05M	0.4%	$17.63	-7.7%	COM	969457100
—	MAGELLAN MIDSTREAM PRTNRS LP C	48,300	$3.037M	0.4%	$66.27	—	COM	559080106
—	Callon Petroleum Company	628,550	$3.036M	0.4%	$7.78	—	COM	13123X102
CNO	CNO Financial Group Inc.	166,400	$3.017M	0.4%	$16.52	-10.5%	COM	12621E103
CSX	CSX Corporation	41,650	$3.014M	0.4%	$19.38	+12.4%	COM	126408103
COP	ConocoPhillips	45,600	$2.965M	0.4%	$53.41	-11.7%	COM	20825C104
AES	AES Corporation	148,000	$2.945M	0.4%	$13.29	+8.0%	COM	00130H105
CNP	CenterPoint Energy Inc.	108,000	$2.945M	0.4%	$20.29	+13.2%	COM	15189T107
GTLS	Chart Industries Inc.	43,200	$2.916M	0.4%	$66.60	-12.2%	COM	16115Q308
NEE	NextEra Energy Inc.	12,000	$2.906M	0.4%	$37.00	+35.6%	COM	65339F101
EMN	Eastman Chemical Company	36,500	$2.893M	0.4%	$58.91	+4.5%	COM	277432100
—	Cimarex Energy Co.	55,100	$2.892M	0.4%	$101.62	—	COM	171798101
—	Aircastle Limited	88,874	$2.845M	0.4%	$22.80	—	COM	G0129K104
SRE	SEMPRA ENERGY	17,400	$2.636M	0.4%	$43.44	+38.0%	COM	816851109
BMY	Bristol-Myers Squibb Company	40,893	$2.625M	0.4%	$43.12	+4.8%	COM	110122108
EXPE	Expedia Group Inc.	24,027	$2.598M	0.4%	$118.57	-2.4%	COM	30212P303
—	Perficient Inc.	55,900	$2.575M	0.4%	$29.63	—	COM	71375U101
EBAY	eBay Inc.	70,965	$2.563M	0.4%	$26.78	+21.9%	COM	278642103
—	INGERSOLL-RAND PLC	19,110	$2.54M	0.4%	$122.14	—	COM	G47791101
MDU	MDU Resources Group Inc.	85,000	$2.525M	0.4%	$8.13	+11.8%	COM	552690109
VRTX	VERTEX PHARMACEUTICALS INC	11,410	$2.498M	0.4%	$178.07	+13.7%	COM	92532F100
SHW	Sherwin-Williams Company	4,200	$2.451M	0.3%	$140.92	+28.2%	COM	824348106
—	WELLCARE HEALTH PLANS INC	7,301	$2.411M	0.3%	$239.11	—	COM	94946T106
CC	Chemours Co.	132,300	$2.393M	0.3%	$13.00	0.0%	COM	163851108
BAH	BOOZ ALLEN HAMILTON HLDG CORP	33,500	$2.383M	0.3%	$43.22	+47.0%	COM	099502106
DUK	Duke Energy Corporation	25,800	$2.353M	0.3%	$67.76	+6.0%	COM	26441C204
AVGO	BROADCOM INC	7,390	$2.335M	0.3%	$18.27	+41.7%	COM	11135F101
EPAM	EPAM Systems Inc.	11,000	$2.334M	0.3%	$188.28	+4.5%	COM	29414B104
D	Dominion Energy Inc	28,100	$2.327M	0.3%	$52.30	+19.3%	COM	25746U109
ABBV	ABBVIE INC	26,221	$2.322M	0.3%	$58.66	+10.2%	COM	00287Y109
XEL	Xcel Energy Inc.	36,500	$2.317M	0.3%	$39.01	+32.5%	COM	98389B100
CBRL	Cracker Barrel Old Country Sto	15,000	$2.306M	0.3%	$131.75	-5.4%	COM	22410J106
FITB	Fifth Third Bancorp	74,502	$2.29M	0.3%	$15.09	+51.8%	COM	316773100
DTE	DTE Energy Company	17,300	$2.247M	0.3%	$61.81	+41.5%	COM	233331107
CMI	Cummins Inc.	12,450	$2.228M	0.3%	$127.47	+18.5%	COM	231021106
ED	Consolidated Edison Inc.	24,600	$2.226M	0.3%	$62.73	+14.4%	COM	209115104
OTTR	OTTER TAIL CORP	43,100	$2.211M	0.3%	$42.01	+4.1%	COM	689648103
HUM	HUMANA INC	6,000	$2.199M	0.3%	$206.32	+45.6%	COM	444859102
PPL	PPL CORP	61,300	$2.199M	0.3%	$21.54	+20.3%	COM	69351T106
RPM	RPM International Inc.	28,200	$2.165M	0.3%	$59.04	+22.8%	COM	749685103
ADP	Automatic Data Processing Inc.	12,700	$2.165M	0.3%	$132.35	+9.6%	COM	053015103
CNC	Centene Corporation	33,422	$2.101M	0.3%	$58.35	-7.0%	COM	15135B101
HUN	Huntsman Corporation	86,700	$2.095M	0.3%	$23.48	-1.4%	COM	447011107
—	TE Connectivity Ltd.	21,626	$2.073M	0.3%	$78.23	—	COM	H84989104
—	II-VI Incorporated	61,200	$2.061M	0.3%	$36.86	—	COM	902104108
RVTY	PERKINELMER INC	20,912	$2.031M	0.3%	$74.14	+18.7%	COM	714046109
OGE	OGE ENERGY CORP	45,600	$2.028M	0.3%	$42.81	+0.9%	COM	670837103
AEE	AMEREN CORP	25,900	$1.989M	0.3%	$39.97	+59.2%	COM	023608102
PEG	Public Service Enterprise Grou	33,600	$1.984M	0.3%	$47.56	+3.3%	COM	744573106
—	PRA HEALTH SCIENCES INC	17,744	$1.972M	0.3%	$110.19	—	COM	69354M108
LGIH	LGI HOMES INC	27,800	$1.964M	0.3%	$67.42	+12.9%	COM	50187T106
AX	Axos Financial Inc.	64,200	$1.944M	0.3%	$34.49	-15.3%	COM	05465C100
BKR	Baker Hughes Company Class A	75,565	$1.937M	0.3%	$20.12	-4.9%	COM	05722G100
MET	MetLife Inc.	37,400	$1.906M	0.3%	$35.17	+11.8%	COM	59156R108
—	Parsley Energy Inc. Class A	100,700	$1.904M	0.3%	$28.45	—	COM	701877102
—	Bonanza Creek Energy Inc	80,500	$1.879M	0.3%	$20.88	—	COM	097793400
DIOD	Diodes Incorporated	33,113	$1.867M	0.3%	$31.00	+49.3%	COM	254543101
PNW	Pinnacle West Capital Corporat	20,500	$1.844M	0.3%	$72.11	-3.8%	COM	723484101
AEP	AMERICAN ELEC PWR INC	18,900	$1.786M	0.3%	$72.44	+2.5%	COM	025537101
SEE	Sealed Air Corporation	42,300	$1.685M	0.2%	$37.59	-6.1%	COM	81211K100
SNX	SYNNEX Corporation	12,900	$1.662M	0.2%	$36.40	+54.8%	COM	87162W100
EIX	Edison International	22,000	$1.659M	0.2%	$44.56	+20.6%	COM	281020107
IQV	IQVIA HLDGS INC	10,538	$1.628M	0.2%	$120.08	+21.6%	COM	46266C105
ESNT	Essent Group Ltd.	31,100	$1.617M	0.2%	$31.62	+48.2%	COM	G3198U102
VAC	Marriott Vacations Worldwide C	12,500	$1.609M	0.2%	$117.07	0.0%	COM	57164Y107
AVA	Avista Corporation	33,300	$1.601M	0.2%	$31.20	+15.5%	COM	05379B107
NBIS	Yandex NV Class A	36,776	$1.599M	0.2%	$37.99	—	COM	N97284108
NI	NISOURCE INC	56,700	$1.579M	0.2%	$18.71	+19.4%	COM	65473P105
—	KANSAS CITY SOUTHERN COM NEW	10,200	$1.562M	0.2%	$98.86	—	COM	485170302
EMR	Emerson Electric Co.	20,300	$1.548M	0.2%	$56.48	+11.2%	COM	291011104
MO	ALTRIA GROUP INC	30,600	$1.527M	0.2%	$34.58	-16.7%	COM	02209S103
CSCO	Cisco Systems Inc.	31,500	$1.511M	0.2%	$45.18	-14.7%	COM	17275R102
PM	PHILIP MORRIS INTL INC	17,500	$1.489M	0.2%	$58.70	+2.2%	COM	718172109
PNC	PNC Financial Services Group I	9,110	$1.454M	0.2%	$111.60	+7.7%	COM	693475105
EME	EMCOR Group Inc.	16,800	$1.45M	0.2%	$83.80	+2.7%	COM	29084Q100
JNJ	JOHNSON & JOHNSON	9,800	$1.43M	0.2%	$110.34	+3.4%	COM	478160104
R	Ryder System Inc.	26,100	$1.417M	0.2%	$57.72	-9.9%	COM	783549108
—	Discover Financial Services	16,298	$1.382M	0.2%	$61.36	—	COM	254709108
BCE	BCE Inc.	29,800	$1.381M	0.2%	$27.51	+15.3%	COM	05534B760
LULU	Lululemon Athletica Inc	5,900	$1.367M	0.2%	$173.67	+22.7%	COM	550021109
HQY	HealthEquity Inc	18,400	$1.363M	0.2%	$80.61	-22.6%	COM	42226A107
BDX	BECTON DICKINSON & CO	4,961	$1.349M	0.2%	$173.29	+30.7%	COM	075887109
AXP	AMERICAN EXPRESS CO	10,700	$1.332M	0.2%	$79.30	+38.9%	COM	025816109
WBS	Webster Financial Corporation	24,900	$1.329M	0.2%	$50.56	-4.9%	COM	947890109
ROG	Rogers Corporation	10,639	$1.327M	0.2%	$61.50	+119.7%	COM	775133101
SPXL	Direxion Daily S&P 500 Bull 3x	20,058	$1.325M	0.2%	$46.76	—	COM	25459W862
LAMR	Lamar Advertising Company Clas	14,700	$1.312M	0.2%	$80.68	—	COM	512816109
MRSH	Marsh & McLennan Companies Inc	11,600	$1.292M	0.2%	$95.06	0.0%	COM	571748102
GOOG	Alphabet Inc. Class C	958	$1.281M	0.2%	$39.53	+62.0%	COM	02079K107
TPR	Tapestry Inc.	47,200	$1.273M	0.2%	$25.96	-13.4%	COM	876030107
SUPN	Supernus Pharmaceuticals Inc.	52,774	$1.252M	0.2%	$48.90	-50.3%	COM	868459108
NRG	NRG Energy Inc.	31,500	$1.252M	0.2%	$32.97	0.0%	COM	629377508
—	Aon plc	6,000	$1.25M	0.2%	$208.33	—	COM	G0408V102
—	AVANGRID INC	24,400	$1.248M	0.2%	$48.66	—	COM	05351W103
—	Premier Inc. Class A	32,532	$1.232M	0.2%	$45.78	—	COM	74051N102
BKH	Black Hills Corporation	15,600	$1.225M	0.2%	$60.34	-0.3%	COM	092113109
BC	BRUNSWICK CORP	20,257	$1.215M	0.2%	$43.82	+17.3%	COM	117043109
GLOB	Globant SA	11,400	$1.209M	0.2%	$87.16	+14.2%	COM	L44385109
MTDR	MATADOR RES CO	65,300	$1.173M	0.2%	$28.50	-47.5%	COM	576485205
CTSH	Cognizant Technology Solutions	18,780	$1.165M	0.2%	$59.90	-5.9%	COM	192446102
AWK	American Water Works Company I	9,300	$1.143M	0.2%	$85.64	+26.1%	COM	030420103
GLW	Corning Inc.	39,100	$1.138M	0.2%	$26.62	-8.2%	COM	219350105
REGN	Regeneron Pharmaceuticals Inc.	3,000	$1.126M	0.2%	$473.21	-29.3%	COM	75886F107
—	MYLAN N V SHS EURO	56,000	$1.126M	0.2%	$30.25	—	COM	N59465109
—	Super Micro Computer Inc.	46,600	$1.119M	0.2%	$16.77	—	COM	86800U104
AOS	A. O. Smith Corporation	23,207	$1.106M	0.2%	$43.73	-0.9%	COM	831865209
INTC	INTEL CORP	18,400	$1.101M	0.2%	$42.76	+15.2%	COM	458140100
AL	AIR LEASE CORP CL A	22,391	$1.064M	0.2%	$32.47	+22.8%	COM	00912X302
CVCO	Cavco Industries Inc.	5,400	$1.055M	0.2%	$136.18	+43.9%	COM	149568107
NOW	ServiceNow Inc.	3,700	$1.045M	0.1%	$54.38	-3.1%	COM	81762P102
BA	BOEING CO	3,180	$1.036M	0.1%	$351.63	-0.2%	COM	097023105
GS	GOLDMAN SACHS GROUP INC	4,415	$1.015M	0.1%	$186.01	+0.8%	COM	38141G104
CWCO	Consolidated Water Co. Ltd.	62,205	$1.014M	0.1%	$11.36	+27.2%	COM	G23773107
TMUS	T-Mobile US Inc.	12,800	$1.004M	0.1%	$76.01	0.0%	COM	872590104
LOW	LOWES COS INC	8,360	$1.001M	0.1%	$65.14	+57.1%	COM	548661107
WFC	Wells Fargo & Company	18,300	$985K	0.1%	$38.27	+16.8%	COM	949746101
—	HOLLYFRONTIER CORP	18,700	$948K	0.1%	$69.90	—	COM	436106108
MD	MEDNAX Inc.	33,600	$934K	0.1%	$45.91	-45.4%	COM	58502B106
BFH	ALLIANCE DATA SYSTEMS CORP	8,300	$931K	0.1%	$159.18	-50.2%	COM	018581108
—	Forward Air Corporation	13,300	$930K	0.1%	$62.25	—	COM	349853101
HIG	Hartford Financial Services Gr	15,000	$912K	0.1%	$43.86	+19.4%	COM	416515104
FIVE	Five Below Inc.	7,000	$895K	0.1%	$80.30	+56.0%	COM	33829M101
MHK	MOHAWK INDS INC	6,400	$873K	0.1%	$159.56	-14.7%	COM	608190104
CMCSA	Comcast Corporation Class A	19,250	$866K	0.1%	$29.16	+29.8%	COM	20030N101
EW	Edwards Lifesciences Corporati	3,700	$863K	0.1%	$32.40	+141.0%	COM	28176E108
URI	UNITED RENTALS INC	5,100	$851K	0.1%	$119.93	+17.3%	COM	911363109
KBH	KB HOME	24,800	$850K	0.1%	$14.79	+112.2%	COM	48666K109
INFY	Infosys Limited Sponsored ADR	81,200	$838K	0.1%	$10.70	—	ADR	456788108
COLM	Columbia Sportswear Company	8,300	$832K	0.1%	$91.19	-3.8%	COM	198516106
TJX	TJX COS INC NEW	13,602	$831K	0.1%	$42.12	+29.6%	COM	872540109
TFX	TELEFLEX INC	2,200	$828K	0.1%	$253.77	+30.8%	COM	879369106
CCL	CARNIVAL CORP PAIRED CTF	16,212	$824K	0.1%	$51.75	-15.2%	COM	143658300
IBM	International Business Machine	5,900	$791K	0.1%	$92.98	+7.4%	COM	459200101
ECPG	Encore Capital Group Inc.	21,900	$774K	0.1%	$35.52	-1.6%	COM	292554102
DVA	DaVita Inc.	10,300	$773K	0.1%	$68.14	-2.7%	COM	23918K108
MEI	METHODE ELECTRS INC	19,400	$763K	0.1%	$34.41	-9.9%	COM	591520200
ACGL	Arch Capital Group Ltd.	17,200	$738K	0.1%	$25.94	+52.1%	COM	G0450A105
—	Cabot Microelectronics Corpora	5,000	$722K	0.1%	$113.25	—	COM	12709P103
EWZ	iShares MSCI Brazil ETF	15,204	$721K	0.1%	$43.24	—	COM	464286400
PATK	Patrick Industries Inc.	13,200	$692K	0.1%	$34.18	-15.6%	COM	703343103
EWBC	East West Bancorp Inc.	14,100	$687K	0.1%	$49.08	-21.9%	COM	27579R104
G	Genpact Limited	16,100	$679K	0.1%	$33.62	+10.4%	COM	G3922B107
—	AARONS INC COM PAR $0.50	11,700	$668K	0.1%	$44.88	—	COM	002535300
—	Eaton Vance Floating Rate Inco	41,147	$658K	0.1%	$15.99	—	COM	278284104
—	Synovus Financial Corp.	16,600	$651K	0.1%	$47.50	—	COM	87161C501
AJG	GALLAGHER ARTHUR J & CO	6,800	$648K	0.1%	$40.64	+109.4%	COM	363576109
—	Eaton Vance California Municip	46,809	$631K	0.1%	$12.53	—	COM	27826F101
FDX	FedEx Corporation	4,120	$623K	0.1%	$217.33	-36.7%	COM	31428X106
—	BlackRock Muni New York Interm	40,587	$622K	0.1%	$14.32	—	COM	09255F109
ORLY	O REILLY AUTOMOTIVE INC NEW	1,400	$614K	0.1%	$25.33	+12.9%	COM	67103H107
XNYVX	Nuveen New York Municipal Valu	41,522	$594K	0.1%	$14.59	—	COM	670706100
ALG	Alamo Group Inc.	4,700	$590K	0.1%	$89.34	+26.7%	COM	011311107
MCRI	Monarch Casino & Resort Inc.	12,100	$587K	0.1%	$40.62	+9.4%	COM	609027107
DHI	D.R. Horton Inc.	10,994	$580K	0.1%	$41.03	+22.1%	COM	23331A109
—	Foot Locker Inc.	14,869	$580K	0.1%	$60.60	—	COM	344849104
CE	Celanese Corporation Class A	4,700	$579K	0.1%	$109.79	0.0%	COM	150870103
—	Discovery Inc. Class A	17,700	$579K	0.1%	$27.01	—	COM	25470F104
CORT	Corcept Therapeutics Incorpora	46,700	$565K	0.1%	$13.47	+3.3%	COM	218352102
LKQ	LKQ Corporation	15,200	$543K	0.1%	$24.60	+23.9%	COM	501889208
MLKN	Herman Miller Inc.	12,800	$533K	0.1%	$31.74	+23.6%	COM	600544100
—	Ebix Inc.	15,700	$525K	0.1%	$43.77	—	COM	278715206
AZO	AUTOZONE INC	412	$491K	0.1%	$747.73	+54.4%	COM	053332102
—	Ferro Corporation	32,800	$486K	0.1%	$17.27	—	COM	315405100
META	Facebook Inc. Class A	2,323	$477K	0.1%	$87.69	+119.3%	COM	30303M102
EXTR	Extreme Networks Inc.	63,300	$467K	0.1%	$7.06	-0.7%	COM	30226D106
—	PGT INNOVATIONS INC	31,300	$467K	0.1%	$11.50	—	COM	69336V101
—	First Midwest Bancorp Inc.	19,927	$460K	0.1%	$22.03	—	COM	320867104
—	Stericycle Inc.	6,900	$440K	0.1%	$63.77	—	COM	858912108
—	Spirit AeroSystems Holdings In	6,000	$437K	0.1%	$81.33	—	COM	848574109
—	CONTINENTAL BLDG PRODS INC	12,000	$437K	0.1%	$31.58	—	COM	211171103
OPLN	KAR Auction Services Inc.	20,000	$436K	0.1%	$22.80	0.0%	COM	48238T109
CFG	Citizens Financial Group Inc.	10,600	$430K	0.1%	$28.37	+0.4%	COM	174610105
GPK	Graphic Packaging Holding Comp	25,667	$427K	0.1%	$13.37	+18.5%	COM	388689101
—	Athene Holding Ltd. Class A	9,000	$423K	0.1%	$42.11	—	COM	G0684D107
COF	Capital One Financial Corporat	4,100	$422K	0.1%	$79.83	+8.7%	COM	14040H105
CW	Curtiss-Wright Corporation	2,900	$409K	0.1%	$111.72	+17.9%	COM	231561101
—	Altra Industrial Motion Corp.	11,000	$398K	0.1%	$27.60	—	COM	02208R106
JBLU	JetBlue Airways Corporation	20,400	$382K	0.1%	$18.58	0.0%	COM	477143101
AIN	Albany International Corp. Cla	4,900	$372K	0.1%	$65.48	+17.4%	COM	012348108
ALLY	ALLY FINL INC	12,000	$367K	0.1%	$21.88	+16.7%	COM	02005N100
UPS	UNITED PARCEL SERVICE INC CL B	3,100	$363K	0.1%	$84.97	+9.2%	COM	911312106
DRI	Darden Restaurants Inc.	3,300	$360K	0.1%	$102.22	-6.3%	COM	237194105
—	Western Asset High Income Oppo	70,221	$356K	0.1%	$5.07	—	COM	95766K109
JOYY	JOYY Inc. Sponsored ADR Class	6,500	$343K	0.0%	$52.77	—	ADR	46591M109
—	Western Asset Corporate Loan F	31,492	$312K	0.0%	$9.91	—	COM	95790J102
AIZ	Assurant Inc.	2,300	$301K	0.0%	$87.61	+31.6%	COM	04621X108
—	Jacobs Engineering Group Inc.	3,400	$292K	0.0%	$84.35	—	COM	469814107
TXT	Textron Inc.	6,400	$285K	0.0%	$50.27	-8.6%	COM	883203101
AME	AMETEK Inc.	2,800	$279K	0.0%	$90.92	0.0%	COM	031100100
TNA	Direxion Daily Small Cap Bull	3,800	$274K	0.0%	$61.05	—	COM	25459W847
ALSN	ALLISON TRANSMISSION HLDGS INC	5,000	$242K	0.0%	$41.70	+0.7%	COM	01973R101
SYY	SYSCO CORP	2,800	$240K	0.0%	$55.97	+22.4%	COM	871829107
PPC	Pilgrim's Pride Corporation	7,200	$236K	0.0%	$31.11	0.0%	COM	72147K108
KDP	Keurig Dr Pepper Inc.	8,000	$232K	0.0%	$23.69	+4.2%	COM	49271V100
TSN	TYSON FOODS INC CL A	2,500	$228K	0.0%	$56.79	+26.4%	COM	902494103
DEO	Diageo plc Sponsored ADR	1,350	$227K	0.0%	$172.14	—	ADR	25243Q205
BUD	Anheuser-Busch InBev SA/NV Spo	2,700	$222K	0.0%	$86.73	—	ADR	03524A108
NSRGY	Nestle S.A. Sponsored ADR	2,000	$217K	0.0%	$103.33	—	ADR	641069406
CVGW	Calavo Growers Inc.	2,400	$217K	0.0%	$78.53	0.0%	COM	128246105
GIS	General Mills Inc.	4,000	$214K	0.0%	$41.22	+3.8%	COM	370334104
—	Unilever PLC Sponsored ADR	3,700	$212K	0.0%	$61.96	—	ADR	904767704
EL	Estee Lauder Companies Inc. Cl	1,000	$207K	0.0%	$156.93	+14.2%	COM	518439104
KO	COCA COLA CO	3,700	$205K	0.0%	$43.96	+1.3%	COM	191216100
—	KELLOGG CO	2,900	$201K	0.0%	$48.55	0.0%	COM	487836108