Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BF/A	BROWN-FORMAN CORP	2,864,918	$147M	17.4%	$21.59	+150.3%	CL A	115637100
IWV	ISHARES TR	792,379	$118M	13.9%	$106.89	—	RUSSELL 3000 ETF	464287689
BF/B	BROWN-FORMAN CORP	1,578,217	$87.61M	10.4%	$38.30	+51.0%	CL B	115637209
COM	DIREXION SHS ETF TR	1,422,802	$30.36M	3.6%	$23.50	—	AUSPCE CMD STG	25460E307
IWB	ISHARES TR	116,902	$16.55M	2.0%	$102.39	—	RUS 1000 ETF	464287622
MSFT	MICROSOFT CORP	93,699	$14.78M	1.7%	$60.81	+157.1%	COM	594918104
BRK/A	BERKSHIRE HATHAWAY INC DEL	53	$14.42M	1.7%	$204790.50	+55.6%	CL A	084670108
AMZN	AMAZON.COM INC	6,608	$12.88M	1.5%	$23.42	+313.3%	COM	023135106
CWI	SPDR INDEX SHS FDS	604,786	$11.93M	1.4%	$28.25	—	MSCI ACWI EXUS	78463X848
AAPL	APPLE INC	40,268	$10.24M	1.2%	$22.37	+217.7%	COM	037833100
JNJ	JOHNSON & JOHNSON	48,532	$6.364M	0.8%	$85.54	+40.4%	COM	478160104
GOOG	ALPHABET INC	5,349	$6.22M	0.7%	$41.34	+62.9%	CAP STK CL C	02079K107
ZTS	ZOETIS INC	49,341	$5.807M	0.7%	$60.25	+108.0%	CL A	98978V103
SBAC	SBA COMMUNICATIONS CORP NEW	21,284	$5.746M	0.7%	$116.69	+109.6%	CL A	78410G104
ADBE	ADOBE SYS INC	17,968	$5.718M	0.7%	$100.17	+241.5%	COM	00724F101
TMO	THERMO FISHER SCIENTIFIC INC	19,213	$5.449M	0.6%	$165.72	+87.4%	COM	883556102
MA	MASTERCARD INC	21,727	$5.249M	0.6%	$194.44	+48.0%	CL A	57636Q104
GOOGL	ALPHABET INC	4,418	$5.133M	0.6%	$38.19	+76.1%	CAP STK CL A	02079K305
V	VISA INC	30,215	$4.868M	0.6%	$60.44	+199.0%	COM CL A	92826C839
CRM	SALESFORCE.COM INC	32,555	$4.687M	0.6%	$58.63	+188.9%	COM	79466L302
VTHR	VANGUARD SCOTTSDALE FDS	40,010	$4.607M	0.5%	$114.04	—	VNG RUS3000IDX	92206C599
INTU	INTUIT	19,910	$4.579M	0.5%	$137.90	+89.2%	COM	461202103
AMGN	AMGEN INC	22,046	$4.469M	0.5%	$154.37	+18.0%	COM	031162100
DXCM	DEXCOM INC	16,022	$4.314M	0.5%	$19.37	+221.2%	COM	252131107
META	FACEBOOK INC	25,113	$4.188M	0.5%	$77.23	+151.7%	CL A	30303M102
EA	ELECTRONIC ARTS INC	41,594	$4.167M	0.5%	$100.60	+1.7%	COM	285512109
ISRG	INTUITIVE SURGICAL INC	8,342	$4.131M	0.5%	$102.89	+78.0%	COM	46120E602
BRK/B	BERKSHIRE HATHAWAY INC DEL	22,040	$4.029M	0.5%	$148.26	+43.4%	CL B NEW	084670702
PYPL	PAYPAL HLDGS INC	39,578	$3.79M	0.4%	$38.34	+187.3%	COM	70450Y103
ROP	ROPER TECHNOLOGIES INC	12,117	$3.778M	0.4%	$206.06	+66.0%	COM	776696106
UNH	UNITEDHEALTH GROUP INC	15,058	$3.755M	0.4%	$145.68	+71.4%	COM	91324P102
COST	COSTCO WHSL CORP NEW	13,060	$3.724M	0.4%	$111.92	+148.2%	COM	22160K105
DHR	DANAHER CORP DEL	26,735	$3.7M	0.4%	$37.31	+251.9%	COM	235851102
SHW	SHERWIN WILLIAMS CO	7,757	$3.564M	0.4%	$124.80	+37.2%	COM	824348106
EW	EDWARDS LIFESCIENCES CORP	17,739	$3.346M	0.4%	$35.45	+103.4%	COM	28176E108
EL	LAUDER ESTEE COS INC	18,556	$2.957M	0.4%	$68.27	+161.5%	CL A	518439104
ADSK	AUTODESK INC	18,742	$2.926M	0.3%	$141.89	+29.4%	COM	052769106
—	CITRIX SYS INC	20,551	$2.909M	0.3%	$111.84	—	COM	177376100
NXPI	NXP SEMICONDUCTORS N V	32,911	$2.73M	0.3%	$81.57	+30.1%	COM	N6596X109
CSCO	CISCO SYSTEMS INC	69,308	$2.725M	0.3%	$33.11	+10.7%	COM	17275R102
ORCL	ORACLE CORP	55,940	$2.704M	0.3%	$40.13	+18.4%	COM	68389X105
INTC	INTEL CORP	49,902	$2.701M	0.3%	$34.08	+53.6%	COM	458140100
—	SEAGATE TECHNOLOGY PLC	54,604	$2.665M	0.3%	$48.44	—	SHS	G7945M107
COR	AMERISOURCEBERGEN CORP	29,930	$2.649M	0.3%	$66.06	+13.0%	COM	03073E105
MRK	MERCK & CO INC NEW	34,411	$2.647M	0.3%	$46.85	+38.9%	COM	58933Y105
T	AT&T INC	86,378	$2.518M	0.3%	$15.39	+18.1%	COM	00206R102
BABA	ALIBABA GROUP HLDG LTD	12,864	$2.502M	0.3%	$182.45	—	SPONSORED ADS	01609W102
WU	WESTERN UN CO	136,949	$2.483M	0.3%	$20.78	—	COM	959802109
VTI	VANGUARD INDEX FDS	19,216	$2.477M	0.3%	$108.50	—	TOTAL STK MKT	922908769
NFLX	NETFLIX INC	6,524	$2.45M	0.3%	$19.58	+80.7%	COM	64110L106
JPM	JPMORGAN CHASE & CO	26,842	$2.417M	0.3%	$43.16	+140.1%	COM	46625H100
NVDA	NVIDIA CORP	9,054	$2.387M	0.3%	$2.80	+124.4%	COM	67066G104
BAC	BANK OF AMERICA CORPORATION	111,220	$2.361M	0.3%	$18.39	+40.9%	COM	060505104
TJX	TJX COS INC NEW	49,182	$2.351M	0.3%	$50.17	+6.3%	COM	872540109
ILMN	ILLUMINA INC	8,606	$2.35M	0.3%	$266.12	+5.1%	COM	452327109
NOW	SERVICENOW INC	8,128	$2.33M	0.3%	$17.80	+251.3%	COM	81762P102
C	CITIGROUP INC	54,334	$2.289M	0.3%	$51.51	+5.2%	COM	172967424
APH	AMPHENOL CORP NEW	31,275	$2.28M	0.3%	$11.40	+97.8%	CL A	032095101
ABBV	ABBVIE INC	28,795	$2.194M	0.3%	$49.33	+36.2%	COM	00287Y109
KR	KROGER CO	70,859	$2.134M	0.3%	$24.34	+6.5%	COM	501044101
FTV	FORTIVE CORP	38,046	$2.1M	0.2%	$33.84	+26.0%	COM	34959J108
CTAS	CINTAS CORP	11,970	$2.073M	0.2%	$39.87	+54.9%	COM	172908105
IWF	ISHARES TR	13,512	$2.035M	0.2%	$122.25	—	RUS 1000 GRW ETF	464287614
CMCSA	COMCAST CORP NEW	58,798	$2.021M	0.2%	$28.44	+26.7%	CL A	20030N101
HD	HOME DEPOT	10,404	$1.943M	0.2%	$115.97	+63.9%	COM	437076102
PFE	PFIZER INC	59,504	$1.942M	0.2%	$22.74	+13.6%	COM	717081103
ABT	ABBOTT LABS	24,597	$1.941M	0.2%	$47.83	+57.5%	COM	002824100
G	GENPACT LIMITED	64,863	$1.894M	0.2%	$20.36	+78.8%	SHS	G3922B107
CDNS	CADENCE DESIGN SYSTEM INC	28,629	$1.891M	0.2%	$60.63	+14.4%	COM	127387108
PG	PROCTER & GAMBLE	16,954	$1.865M	0.2%	$65.57	+58.3%	COM	742718109
AMT	AMERICAN TOWER CORP NEW	8,511	$1.853M	0.2%	$118.31	+66.7%	COM	03027X100
KO	COCA COLA CO	39,899	$1.766M	0.2%	$31.48	+42.9%	COM	191216100
LHX	L3HARRIS TECHNOLOGIES INC	9,784	$1.762M	0.2%	$178.37	+2.0%	COM	502431109
CVS	CVS CAREMARK CORP	29,307	$1.738M	0.2%	$51.87	+6.6%	COM	126650100
BMY	BRISTOL MYERS SQUIBB CO	30,910	$1.723M	0.2%	$41.95	+15.8%	COM	110122108
LLY	LILLY ELI & CO	11,999	$1.665M	0.2%	$111.64	+14.8%	COM	532457108
BKNG	BOOKING HLDGS INC	1,206	$1.623M	0.2%	$1933.07	-10.7%	COM	09857L108
PEP	PEPSICO INC	13,452	$1.615M	0.2%	$86.50	+30.4%	COM	713448108
LDOS	LEIDOS HLDGS INC	17,497	$1.603M	0.2%	$82.05	+13.6%	COM	525327102
MCD	McDONALDS CORP	9,663	$1.598M	0.2%	$95.07	+80.8%	COM	580135101
LOW	LOWES COS INC	18,417	$1.585M	0.2%	$77.55	+26.7%	COM	548661107
CVX	CHEVRON CORP NEW	21,881	$1.585M	0.2%	$76.97	-1.3%	COM	166764100
NEE	NEXTERA ENERGY	6,555	$1.577M	0.2%	$19.08	+184.6%	COM	65339F101
PM	PHILIP MORRIS INTL INC	21,379	$1.56M	0.2%	$56.54	+7.4%	COM	718172109
TXN	TEXAS INSTRS INC	15,571	$1.556M	0.2%	$65.74	+54.6%	COM	882508104
CMI	CUMMINS INC	10,813	$1.463M	0.2%	$127.41	+5.7%	COM	231021106
BBY	BEST BUY INC	25,324	$1.443M	0.2%	$29.23	+113.6%	COM	086516101
MO	ALTRIA GROUP INC	36,345	$1.406M	0.2%	$26.26	+4.9%	COM	02209S103
WMT	WAL MART STORES	12,319	$1.4M	0.2%	$27.13	+30.4%	COM	931142103
VZ	VERIZON COMMUNICATIONS INC	24,746	$1.33M	0.2%	$34.49	+18.9%	COM	92343V104
NOC	NORTHROP GRUMMAN CORP	4,365	$1.321M	0.2%	$163.33	+93.2%	COM	666807102
COP	CONOCOPHILLIPS	42,031	$1.295M	0.2%	$46.86	-12.6%	COM	20825C104
—	UNITED TECHNOLOGIES CORP	13,636	$1.286M	0.2%	$111.48	—	COM	913017109
FDX	FEDEX CORP	10,386	$1.26M	0.1%	$146.94	-14.2%	COM	31428X106
UNP	UNION PAC CORP	8,825	$1.245M	0.1%	$102.82	+41.0%	COM	907818108
SBUX	STARBUCKS CORP	18,830	$1.238M	0.1%	$45.12	+57.3%	COM	855244109
AZO	AUTOZONE INC	1,453	$1.23M	0.1%	$890.82	+16.7%	COM	053332102
DG	DOLLAR GEN CORP NEW	7,985	$1.206M	0.1%	$144.24	-1.3%	COM	256677105
MMM	3M CO	8,420	$1.149M	0.1%	$86.98	+21.8%	COM	88579Y101
STE	STERIS PLC	8,168	$1.143M	0.1%	$123.02	+15.4%	SHS USD	G8473T100
ROST	ROSS STORES INC	12,951	$1.126M	0.1%	$101.24	-0.5%	COM	778296103
MDLZ	MONDELEZ INTL INC	22,251	$1.115M	0.1%	$31.63	+47.7%	CL A	609207105
MRSH	MARSH & MCLENNAN COS INC	12,807	$1.107M	0.1%	$91.21	+6.7%	COM	571748102
DSI	ISHARES TR	11,374	$1.107M	0.1%	$66.88	—	MSCI KLD400 SOC	464288570
OMC	OMNICOM GROUP INC	19,372	$1.063M	0.1%	$56.11	+1.9%	COM	681919106
SJM	SMUCKER J M CO	9,446	$1.048M	0.1%	$86.70	+1.8%	COM NEW	832696405
MS	MORGAN STANLEY	29,647	$1.008M	0.1%	$34.70	+12.8%	COM NEW	617446448
EPD	ENTERPRISE PRODS PARTNERS L	70,435	$1.007M	0.1%	$24.04	—	COM	293792107
TMUS	T MOBILE US INC	11,905	$998K	0.1%	$61.86	+32.2%	COM	872590104
ESGD	ISHARES TR	18,757	$997K	0.1%	$64.92	—	ESG MSCI EAFE	46435G516
QCOM	QUALCOMM INC	14,565	$985K	0.1%	$52.30	+37.5%	COM	747525103
SYK	STRYKER CORP	5,915	$985K	0.1%	$127.19	+44.1%	COM	863667101
CSGP	COSTAR GROUP INC	1,668	$980K	0.1%	$34.28	+90.2%	COM	22160N109
—	WALGREENS BOOTS ALLIANCE INC	21,312	$975K	0.1%	$59.27	—	COM	931427108
LMT	LOCKHEED MARTIN CORP	2,850	$966K	0.1%	$228.16	+46.8%	COM	539830109
DVA	DAVITA INC	12,593	$958K	0.1%	$66.33	+18.5%	COM	23918K108
WFC	WELLS FARGO & CO NEW	32,966	$946K	0.1%	$33.75	+8.5%	COM	949746101
TXT	TEXTRON INC	34,656	$924K	0.1%	$48.09	-16.6%	COM	883203101
AMP	AMERIPRISE FINL INC	8,964	$919K	0.1%	$102.93	+30.1%	COM	03076C106
—	MATCH GROUP INC	13,460	$889K	0.1%	$59.05	—	COM	57665R106
GWX	SPDR INDEX SHS FDS	38,324	$872K	0.1%	$24.55	—	S&P INTL SMLCP	78463X871
XOM	EXXON MOBIL CORP	22,983	$872K	0.1%	$54.39	-22.6%	COM	30231G102
CAG	CONAGRA FOODS INC	29,456	$865K	0.1%	$23.52	+0.1%	COM	205887102
KMB	KIMBERLY-CLARK CORP	6,723	$860K	0.1%	$86.28	+29.9%	COM	494368103
GPN	GLOBAL PMTS INC	5,957	$859K	0.1%	$111.91	+55.7%	COM	37940X102
TGT	TARGET CORP	9,211	$856K	0.1%	$58.26	+63.0%	COM	87612E106
HON	HONEYWELL INTL INC	6,385	$855K	0.1%	$67.58	+102.1%	COM	438516106
—	LHC GROUP INC	5,754	$807K	0.1%	$108.26	—	COM	50187A107
NDAQ	NASDAQ OMX GROUP INC	8,449	$802K	0.1%	$15.77	+106.5%	COM	631103108
CAH	CARDINAL HEALTH INC	16,718	$801K	0.1%	$39.80	+11.2%	COM	14149Y108
VOYA	VOYA FINL INC	19,632	$796K	0.1%	$48.32	+2.1%	COM	929089100
SCHW	SCHWAB CHARLES CORP NEW	23,517	$790K	0.1%	$35.62	+8.6%	COM	808513105
ITW	ILLINOIS TOOL WKS INC	5,549	$788K	0.1%	$99.37	+48.5%	COM	452308109
SYY	SYSCO CORP	17,057	$778K	0.1%	$38.31	+53.6%	COM	871829107
—	UNILEVER N V	15,757	$769K	0.1%	$53.38	—	N Y SHS NEW	904784709
HIG	HARTFORD FINL SVCS GROUP INC	21,440	$756K	0.1%	$42.46	+7.6%	COM	416515104
WM	WASTE MGMT INC DEL	8,010	$741K	0.1%	$64.74	+60.9%	COM	94106L109
GILD	GILEAD SCIENCES INC	9,892	$740K	0.1%	$48.69	+12.8%	COM	375558103
EBAY	EBAY	23,903	$719K	0.1%	$26.40	+19.4%	COM	278642103
BIIB	BIOGEN IDEC INC	2,259	$715K	0.1%	$241.34	+25.7%	COM	09062X103
MASI	MASIMO CORP	4,023	$713K	0.1%	$103.06	+66.4%	COM	574795100
HSY	HERSHEY CO	5,364	$711K	0.1%	$128.91	-0.4%	COM	427866108
STT	STATE STR CORP	13,321	$710K	0.1%	$57.52	-0.5%	COM	857477103
TOLZ	PROSHARES TR	20,109	$709K	0.1%	$43.44	—	DJ BRKFLD GLB	74347B508
AFL	AFLAC INC	20,479	$702K	0.1%	$37.06	+7.1%	COM	001055102
AXP	AMER EXPRESS CO	8,183	$700K	0.1%	$73.53	+46.3%	COM	025816109
MNST	MONSTER BEVERAGE CORP NEW	12,422	$698K	0.1%	$24.09	+33.4%	COM	61174X109
—	EASTERLY GOVT PPTYS INC	28,152	$694K	0.1%	$21.88	—	COM	27616P103
CMS	CMS ENERGY CORP	11,749	$691K	0.1%	$30.55	+75.7%	COM	125896100
ALL	ALLSTATE CORP	7,464	$685K	0.1%	$46.17	+104.1%	COM	020002101
BK	BANK NEW YORK MELLON CORP	20,221	$681K	0.1%	$32.88	+7.6%	COM	064058100
USB	US BANCORP DEL	19,679	$678K	0.1%	$33.64	+10.6%	COM NEW	902973304
BDX	BECTON DICKINSON & CO	2,918	$671K	0.1%	$142.98	+57.3%	COM	075887109
MU	MICRON TECHNOLOGY INC	15,904	$669K	0.1%	$34.70	+46.2%	COM	595112103
GWW	GRAINGER W W INC	2,689	$669K	0.1%	$286.75	-3.9%	COM	384802104
ACWX	ISHARES TR	17,668	$665K	0.1%	$42.02	—	MSCI ACWI EX US	464288240
LULU	LULULEMON ATHLETICA INC	3,461	$656K	0.1%	$110.70	+102.1%	COM	550021109
NKE	NIKE INC	7,909	$654K	0.1%	$38.06	+125.7%	CL B	654106103
YUMC	YUM CHINA HLDGS INC	15,272	$651K	0.1%	$38.29	+16.5%	COM	98850P109
CSX	CSX CORP	11,342	$650K	0.1%	$10.78	+100.0%	COM	126408103
AVGO	BROADCOM INC	2,735	$648K	0.1%	$20.75	+17.0%	COM	11135F101
—	BLACKROCK INC	1,458	$641K	0.1%	$343.66	—	COM	09247X101
—	DISCOVERY INC	32,909	$640K	0.1%	$26.88	—	COM SER A	25470F104
ADI	ANALOG DEVICES INC	7,104	$637K	0.1%	$70.16	+40.2%	COM	032654105
ROCK	GIBRALTAR INDS INC	14,655	$629K	0.1%	$50.01	0.0%	COM	374689107
CHTR	CHARTER COMMUNICATIONS INC N	1,423	$621K	0.1%	$320.95	+52.4%	CL A	16119P108
OMCL	OMNICELL INC	9,417	$618K	0.1%	$65.23	+22.1%	COM	68213N109
TFC	TRUIST FINL CORP	19,811	$611K	0.1%	$40.89	-12.0%	COM	89832Q109
—	LAM RESEARCH CORP	2,541	$610K	0.1%	$179.19	—	COM	512807108
AVY	AVERY DENNISON CORP	5,973	$609K	0.1%	$66.02	+67.8%	COM	053611109
TSM	TAIWAN SEMICONDUCTOR MFG LTD	12,627	$604K	0.1%	$41.25	—	SPONSORED ADS	874039100
FIVN	FIVE9 INC	7,847	$600K	0.1%	$38.01	+87.5%	COM	338307101
—	LINDE PLC	3,461	$599K	0.1%	$157.70	—	COM	G5494J103
STAG	STAG INDL INC	26,523	$597K	0.1%	$28.74	—	COM	85254J102
STZ	CONSTELLATION BRANDS INC	4,128	$591K	0.1%	$148.86	+7.6%	CL A	21036P108
FISV	FISERV INC	6,209	$590K	0.1%	$47.57	+133.5%	COM	337738108
TTEK	TETRA TECH INC NEW	8,309	$587K	0.1%	$11.08	+53.8%	COM	88162G103
—	REXNORD CORP	25,854	$587K	0.1%	$22.70	—	COM	76169B102
NSC	NORFOLK SOUTHERN	3,992	$583K	0.1%	$137.95	+18.6%	COM	655844108
CTRA	CABOT OIL & GAS CORP	33,761	$581K	0.1%	$15.71	-23.6%	COM	127097103
ADP	AUTOMATIC DATA PROCESSING IN	4,219	$577K	0.1%	$102.57	+38.4%	COM	053015103
MCHP	MICROCHIP TECHNOLOGY INC	8,488	$576K	0.1%	$41.96	+0.1%	COM	595017104
MEDP	MEDPACE HLDGS INC	7,718	$566K	0.1%	$81.48	+6.6%	COM	58506Q109
SWKS	SKYWORKS SOLUTIONS INC	6,309	$564K	0.1%	$64.00	+44.7%	COM	83088M102
KEYS	KEYSIGHT TECHNOLOGIES INC	6,699	$560K	0.1%	$48.20	+97.0%	COM	49338L103
SYF	SYNCHRONY FINL	34,728	$559K	0.1%	$29.72	-15.3%	COM	87165B103
AMN	AMN HEALTHCARE SERVICES INC	9,570	$553K	0.1%	$41.26	+65.9%	COM	001744101
LUV	SOUTHWEST AIRLS CO	15,498	$552K	0.1%	$40.53	+13.5%	COM	844741108
SAP	SAP AG	4,930	$545K	0.1%	$79.21	—	SPON ADR	803054204
NTRS	NORTHERN TR CORP	7,209	$544K	0.1%	$42.42	+79.7%	COM	665859104
HST	HOST HOTELS & RESORTS INC	48,787	$539K	0.1%	$13.74	-10.7%	COM	44107P104
ECL	ECOLAB INC	3,401	$530K	0.1%	$105.79	+66.7%	COM	278865100
—	ALLERGAN PLC	2,965	$525K	0.1%	$195.61	—	SHS	G0177J108
DE	DEERE & CO	3,771	$521K	0.1%	$97.73	+49.1%	COM	244199105
EMLC	VANECK VECTORS ETF TR	18,212	$519K	0.1%	$28.50	—	JP MORGAN MKTS	92189H300
F	FORD MTR CO DEL	107,575	$519K	0.1%	$6.97	-18.9%	COM PAR $0.01	345370860
ICF	ISHARES TR	5,531	$507K	0.1%	$80.63	—	COHEN STEER REIT	464287564
KNX	KNIGHT SWIFT TRANSN HLDGS IN	15,386	$504K	0.1%	$29.81	+11.5%	CL A	499049104
—	CERNER CORP	7,977	$503K	0.1%	$68.57	—	COM	156782104
ON	ON SEMICONDUCTOR CORP	40,309	$501K	0.1%	$20.25	-3.4%	COM	682189105
—	ANSYS INC	2,146	$499K	0.1%	$91.41	—	COM	03662Q105
RGEN	REPLIGEN CORP	5,161	$498K	0.1%	$66.45	+45.3%	COM	759916109
ELV	ANTHEM INC.	2,178	$495K	0.1%	$122.26	+105.6%	COM	036752103
—	HUDSON TECHNOLOGIES INC	249	$492K	0.1%	$1975.90	—	COM	457999GF1
IDA	IDACORP INC	5,489	$482K	0.1%	$94.88	+8.5%	COM	451107106
CPK	CHESAPEAKE UTILS CORP	5,603	$480K	0.1%	$68.27	+21.4%	COM	165303108
—	HORIZON THERAPEUTICS PUB LTD	16,168	$479K	0.1%	$24.55	—	SHS	G46188101
—	VARIAN MED SYS INC	4,658	$478K	0.1%	$142.18	—	COM	92220P105
DOV	DOVER CORP	5,689	$477K	0.1%	$50.13	+95.1%	COM	260003108
IP	INTL PAPER CO	15,154	$472K	0.1%	$29.11	-2.1%	COM	460146103
FIX	COMFORT SYS USA INC	12,868	$470K	0.1%	$41.82	+2.5%	COM	199908104
BR	BROADRIDGE FINL SOLUTIONS IN	4,915	$466K	0.1%	$76.62	+34.7%	COM	11133T103
YUM	YUM BRANDS INC	6,778	$465K	0.1%	$57.69	+44.9%	COM	988498101
AMAT	APPLIED MATLS INC	10,044	$460K	0.1%	$26.92	+101.9%	COM	038222105
WAL	WESTERN ALLIANCE BANCORP	14,969	$458K	0.1%	$38.16	+10.1%	COM	957638109
HUM	HUMANA INC	1,455	$456K	0.1%	$103.21	+210.0%	COM	444859102
CACI	CACI INTL INC	2,155	$455K	0.1%	$89.43	+177.9%	CL A	127190304
—	ACTIVISION BLIZZARD INC	7,600	$452K	0.1%	$56.83	—	COM	00507V109
BWXT	BWX TECHNOLOGIES INC	9,092	$443K	0.1%	$41.94	+31.6%	COM	05605H100
EQIX	EQUINIX INC	705	$441K	0.1%	$497.20	+7.8%	COM	29444U700
WPM	WHEATON PRECIOUS METALS CORP	15,946	$439K	0.1%	$25.14	+7.3%	COM	962879102
SNPS	SYNOPSYS INC	3,400	$438K	0.1%	$87.00	+63.5%	COM	871607107
CHKP	CHECK POINT SOFTWARE TECH LT	4,288	$431K	0.1%	$116.24	-7.9%	ORD	M22465104
IBM	INTERNATIONAL BUSINESS MACHS	3,887	$431K	0.1%	$111.76	-12.1%	COM	459200101
WEC	WEC ENERGY GROUP INC	4,819	$425K	0.1%	$46.35	+71.5%	COM	92939U106
PGR	PROGRESSIVE CORP OHIO	5,670	$418K	0.0%	$31.63	+106.6%	COM	743315103
—	RAYTHEON CO	3,180	$417K	0.0%	$178.10	—	COM NEW	755111507
—	FLEETCOR TECHNOLOGIES INC	2,216	$413K	0.0%	$141.10	—	COM	339041105
WAT	WATERS CORP	2,265	$412K	0.0%	$214.73	-1.8%	COM	941848103
—	PIONEER NAT RES CO	5,875	$412K	0.0%	$152.17	—	COM	723787107
VRSK	VERISK ANALYTICS INC	2,951	$411K	0.0%	$109.57	+37.7%	COM	92345Y106
IWM	ISHARES TR	3,567	$409K	0.0%	$133.01	—	RUSSELL 2000 ETF	464287655
IYW	ISHARES TR	2,000	$409K	0.0%	$98.52	—	U.S. TECH ETF	464287721
A	AGILENT TECHNOLOGIES INC	5,692	$408K	0.0%	$28.71	+168.7%	COM	00846U101
SE	SEA LTD	9,173	$406K	0.0%	$44.26	—	SPONSORED ADS	81141R100
BA	BOEING CO	2,714	$405K	0.0%	$147.08	+85.5%	COM	097023105
SGI	TEMPUR SEALY INTL INC	9,191	$401K	0.0%	$19.00	0.0%	COM	88023U101
VLO	VALERO ENERGY CORP NEW	8,808	$400K	0.0%	$39.72	+44.0%	COM	91913Y100
GS	GOLDMAN SACHS GROUP INC	2,569	$397K	0.0%	$153.48	+20.1%	COM	38141G104
VRTX	VERTEX PHARMACEUTICALS INC	1,626	$387K	0.0%	$93.41	+145.6%	COM	92532F100
—	ROYAL DUTCH SHELL PLC	11,097	$387K	0.0%	$61.48	—	SPON ADR A	780259206
CME	CME GROUP INC	2,227	$385K	0.0%	$67.49	+136.5%	COM	12572Q105
BWA	BORGWARNER INC	15,744	$384K	0.0%	$32.18	-17.9%	COM	099724106
SIGI	SELECTIVE INS GROUP INC	7,713	$383K	0.0%	$46.88	+18.1%	COM	816300107
—	GENERAL ELECTRIC CO	47,986	$381K	0.0%	$13.01	—	COM	369604103
—	ATLASSIAN CORP PLC	2,779	$381K	0.0%	$94.63	—	CL A	G06242104
IART	INTEGRA LIFESCIENCES HLDGS C	8,499	$380K	0.0%	$52.47	+0.0%	COM NEW	457985208
—	UNILEVER PLC	7,358	$373K	0.0%	$42.07	—	SPON ADR NEW	904767704
ELS	EQUITY LIFESTYLE PPTYS INC	6,476	$373K	0.0%	$90.69	—	COM	29472R108
CCOI	COGENT COMMUNICATIONS HLDGS	4,518	$371K	0.0%	$54.80	0.0%	COM NEW	19239V302
VIRT	VIRTU FINL INC	17,654	$368K	0.0%	$18.47	0.0%	CL A	928254101
SPGI	S&P GLOBAL INC	1,478	$362K	0.0%	$102.92	+153.8%	COM	78409V104
HCA	HCA HOLDINGS INC	3,993	$359K	0.0%	$50.58	+144.0%	COM	40412C101
ETN	EATON CORP PLC	4,587	$356K	0.0%	$51.22	+61.3%	SHS	G29183103
—	SPLUNK INC	2,819	$356K	0.0%	$55.82	—	COM	848637104
CNC	CENTENE CORP DEL	5,959	$354K	0.0%	$48.64	+24.7%	COM	15135B101
SFM	SPROUTS FMRS MKT INC	18,967	$352K	0.0%	$16.77	0.0%	COM	85208M102
CE	CELANESE CORP DEL	4,775	$351K	0.0%	$95.60	-7.3%	COM	150870103
FELE	FRANKLIN ELEC INC	7,443	$351K	0.0%	$43.48	+19.3%	COM	353514102
CL	COLGATE PALMOLIVE CO	5,273	$350K	0.0%	$49.07	+25.4%	COM	194162103
UBER	UBER TECHNOLOGIES INC	12,484	$349K	0.0%	$32.91	0.0%	COM	90353T100
PLD	PROLOGIS INC	4,338	$349K	0.0%	$74.42	-0.4%	COM	74340W103
SPY	SPDR S&P 500 ETF	1,342	$345K	0.0%	$170.59	—	TR UNIT	78462F103
XYZ	SQUARE INC	6,582	$344K	0.0%	$68.39	0.0%	CL A	852234103
EGP	EASTGROUP PPTY INC	3,270	$341K	0.0%	$115.86	—	COM	277276101
BCPC	BALCHEM CORP	3,428	$339K	0.0%	$87.24	+13.8%	COM	057665200
CI	CIGNA CORP NEW	1,901	$337K	0.0%	$188.80	-6.0%	COM	125523100
POOL	POOL CORPORATION	1,711	$337K	0.0%	$199.15	0.0%	COM	73278L105
QLYS	QUALYS INC	3,872	$337K	0.0%	$83.95	0.0%	COM	74758T303
HLI	HOULIHAN LOKEY INC	6,457	$336K	0.0%	$46.30	0.0%	CL A	441593100
ICFI	ICF INTL INC	4,864	$335K	0.0%	$84.27	-3.2%	COM	44925C103
SWK	STANLEY BLACK & DECKER INC	3,342	$334K	0.0%	$125.11	-4.8%	COM	854502101
HAE	HAEMONETICS CORP	3,352	$334K	0.0%	$108.44	0.0%	COM	405024100
URI	UNITED RENTALS INC	3,240	$333K	0.0%	$67.38	+90.5%	COM	911363109
ADC	AGREE REALTY CORP	5,337	$330K	0.0%	$60.84	—	COM	008492100
HII	HUNTINGTON INGALLS INDS INC	1,808	$330K	0.0%	$203.72	0.0%	COM	446413106
FBIN	FORTUNE BRANDS INC	7,619	$329K	0.0%	$36.80	+31.3%	COM	34964C106
—	FORWARD AIR CORP	6,438	$326K	0.0%	$53.88	—	COM	349853101
NEM	NEWMONT GOLDCORP CORPORATION	7,211	$326K	0.0%	$32.71	+15.8%	COM	651639106
AFG	AMERICAN FINL GROUP INC OHIO	4,624	$324K	0.0%	$40.92	+33.3%	COM	025932104
ALB	ALBEMARLE CORP	5,694	$321K	0.0%	$71.10	0.0%	COM	012653101
FTNT	FORTINET INC	3,155	$319K	0.0%	$13.12	+63.4%	COM	34959E109
ODFL	OLD DOMINION FGHT LINES INC	2,447	$318K	0.0%	$37.27	+73.5%	COM	679580100
ICE	INTERCONTINENTALEXCHANGE GRO	3,889	$314K	0.0%	$47.07	+78.4%	COM	45866F104
REGN	REGENERON PHARMACEUTICALS	641	$313K	0.0%	$334.59	+22.6%	COM	75886F107
MAR	MARRIOTT INTL INC NEW	4,167	$312K	0.0%	$90.57	+32.1%	CL A	571903202
FIS	FIDELITY NATL INFORMATION SV	2,566	$312K	0.0%	$61.42	+100.4%	COM	31620M106
SF	STIFEL FINL CORP	7,556	$312K	0.0%	$33.56	+1.5%	COM	860630102
TRV	TRAVELERS COMPANIES INC	3,134	$311K	0.0%	$81.33	+34.8%	COM	89417E109
D	DOMINION RES INC VA NEW	4,313	$311K	0.0%	$42.26	+49.4%	COM	25746U109
UPS	UNITED PARCEL SERVICE INC	3,330	$311K	0.0%	$70.47	+16.2%	CL B	911312106
CCI	CROWN CASTLE INTL CORP NEW	2,153	$310K	0.0%	$77.53	+48.2%	COM	22822V101
MSI	MOTOROLA SOLUTIONS INC	2,323	$308K	0.0%	$62.21	+149.6%	COM NEW	620076307
LGND	LIGAND PHARMACEUTICALS INC	4,214	$307K	0.0%	$60.29	-6.0%	COM NEW	53220K504
CF	CF INDS HLDGS INC	11,225	$306K	0.0%	$38.90	-17.3%	COM	125269100
PPG	PPG INDS	3,648	$305K	0.0%	$81.56	+21.4%	COM	693506107
—	BIOTELEMTRY INC	7,872	$303K	0.0%	$32.77	—	COM	090672106
SWX	SOUTHWEST GAS CORP	4,346	$303K	0.0%	$65.80	+9.2%	COM	844895102
CNI	CANADIAN NATL RY CO	3,826	$297K	0.0%	$73.71	+5.7%	COM	136375102
PKG	PACKAGING CORP AMER	3,413	$296K	0.0%	$44.81	+80.8%	COM	695156109
ARCC	ARES CAP CORP	27,409	$296K	0.0%	$8.75	+9.4%	COM	04010L103
EMR	EMERSON ELEC CO	6,188	$295K	0.0%	$48.20	+19.8%	COM	291011104
ALGN	ALIGN TECHNOLOGY INC	1,688	$293K	0.0%	$263.92	-9.3%	COM	016255101
CSL	CARLISLE COS INC	2,325	$292K	0.0%	$130.36	+5.9%	COM	142339100
ONB	OLD NATL BANCORP IND	22,157	$292K	0.0%	$15.60	+6.9%	COM	680033107
MCK	MCKESSON INC	2,135	$289K	0.0%	$119.46	+17.9%	COM	58155Q103
APD	AIR PRODS & CHEMS INC	1,450	$289K	0.0%	$131.13	+50.3%	COM	009158106
CHRS	COHERUS BIOSCIENCES INC	17,768	$288K	0.0%	$19.48	-5.1%	COM	19249H103
IDXX	IDEXX LABS INC	1,189	$288K	0.0%	$124.86	+109.0%	COM	45168D104
NXST	NEXSTAR MEDIA GROUP INC	4,977	$287K	0.0%	$55.67	+57.6%	CL A	65336K103
—	HMS HLDGS CORP	11,306	$286K	0.0%	$17.54	—	COM	40425J101
CAT	CATERPILLAR INC DEL	2,453	$285K	0.0%	$68.40	+65.8%	COM	149123101
CNXN	PC CONNECTION INC	6,880	$283K	0.0%	$35.33	+18.4%	COM	69318J100
PSX	PHILLIPS 66	5,260	$282K	0.0%	$48.79	+30.8%	COM	718546104
PRI	PRIMERICA INC	3,164	$280K	0.0%	$66.34	+72.3%	COM	74164M108
EXLS	EXLSERVICE HOLDINGS INC	5,373	$280K	0.0%	$12.38	+10.1%	COM	302081104
CHD	CHURCH & DWIGHT INC	4,325	$278K	0.0%	$59.82	+10.7%	COM	171340102
LII	LENNOX INTL INC	1,524	$277K	0.0%	$220.99	-2.9%	COM	526107107
ORLY	O REILLY AUTOMOTIVE INC NEW	917	$276K	0.0%	$10.62	+140.7%	COM	67103H107
HELE	HELEN OF TROY CORP LTD	1,904	$274K	0.0%	$169.44	0.0%	COM	G4388N106
HWC	HANCOCK HLDG CO	13,905	$271K	0.0%	$28.58	+20.8%	COM	410120109
—	COOPER COS INC	980	$270K	0.0%	$207.05	—	COM NEW	216648402
EBS	EMERGENT BIOSOLUTIONS INC	4,619	$268K	0.0%	$54.56	+5.6%	COM	29089Q105
—	QIAGEN NV	6,447	$268K	0.0%	$31.10	—	SHS NEW	N72482123
TWLO	TWILIO INC	2,961	$265K	0.0%	$109.80	0.0%	CL A	90138F102
MDT	MEDTRONIC PLC	2,920	$264K	0.0%	$69.91	+29.0%	SHS	G5960L103
DORM	DORMAN PRODUCTS INC	4,777	$264K	0.0%	$71.78	-5.2%	COM	258278100
—	CABOT MICROELECTRONICS CORP	2,303	$263K	0.0%	$96.74	—	COM	12709P103
—	SOUTH ST CORP	4,445	$261K	0.0%	$67.18	—	COM	840441109
OSK	OSHKOSH CORP	4,045	$260K	0.0%	$71.00	0.0%	COM	688239201
DUK	DUKE ENERGY CORP NEW	3,222	$260K	0.0%	$59.52	+22.2%	COM NEW	26441C204
TT	TRANE TECHNOLOGIES PLC	3,146	$259K	0.0%	$93.73	0.0%	SHS	G8994E103
RL	RALPH LAUREN CORP	3,870	$259K	0.0%	$104.04	-9.6%	CL A	751212101
LFUS	LITTELFUSE INC	1,934	$258K	0.0%	$161.81	+3.4%	COM	537008104
CB	CHUBB LIMITED	2,306	$257K	0.0%	$106.50	+22.4%	COM	H1467J104
FND	FLOOR & DECOR HLDGS INC	7,916	$254K	0.0%	$44.16	+5.7%	CL A	339750101
HSBC	HSBC HLDGS PLC	9,012	$252K	0.0%	$27.96	—	SPON ADR NEW	404280406
HLT	HILTON WORLDWIDE HLDGS INC	3,686	$252K	0.0%	$89.15	+7.8%	COM	43300A203
SMP	STANDARD MTR PRODS INC	6,016	$250K	0.0%	$46.02	+2.4%	COM	853666105
GIS	GENERAL MLS INC	4,725	$250K	0.0%	$37.45	+15.6%	COM	370334104
DECK	DECKERS OUTDOOR CORP	1,867	$250K	0.0%	$26.67	+4.3%	COM	243537107
GD	GENERAL DYNAMICS CORP	1,880	$249K	0.0%	$139.69	+3.8%	COM	369550108
EMB	ISHARES TR	2,580	$249K	0.0%	$113.18	—	JPMORGAN USD EMG	464288281
PH	PARKER HANNIFIN CORP	1,925	$249K	0.0%	$156.69	+6.4%	COM	701094104
SEIC	SEI INVESTMENTS CO	5,339	$248K	0.0%	$25.61	+114.6%	COM	784117103
MMI	MARCUS & MILLICHAP INC	9,167	$248K	0.0%	$30.59	+1.8%	COM	566324109
QRVO	QORVO INC	3,075	$248K	0.0%	$69.49	+44.0%	COM	74736K101
SO	SOUTHERN CO	4,569	$248K	0.0%	$38.29	+31.8%	COM	842587107
FSS	FEDERAL SIGNAL CORP	9,035	$247K	0.0%	$29.74	0.0%	COM	313855108
MTD	METTLER TOLEDO INTERNATIONAL	355	$246K	0.0%	$353.27	+111.2%	COM	592688105
BJ	BJS WHSL CLUB HLDGS INC	9,614	$245K	0.0%	$22.48	0.0%	COM	05550J101
—	WABCO HLDGS INC	1,814	$245K	0.0%	$97.51	—	COM	92927K102
—	SANDERSON FARMS INC	1,984	$245K	0.0%	$123.49	—	COM	800013104
—	BARNES GROUP INC	5,826	$244K	0.0%	$55.85	—	COM	067806109
IQV	IQVIA HLDGS INC	2,262	$244K	0.0%	$122.23	+16.9%	COM	46266C105
—	ASPEN TECHNOLOGY INC	2,552	$242K	0.0%	$105.12	—	COM	045327103
RS	RELIANCE STEEL & ALUMINUM CO	2,737	$240K	0.0%	$67.46	+58.1%	COM	759509102
—	GLOBAL MED REIT INC	23,684	$240K	0.0%	$13.24	—	COM NEW	37954A204
—	VONAGE HLDGS CORP	32,948	$238K	0.0%	$7.22	—	COM	92886T201
—	SYKES ENTERPRISES INC	8,700	$236K	0.0%	$30.33	—	COM	871237103
FITB	FIFTH THIRD BANCORP	15,844	$236K	0.0%	$21.16	-7.1%	COM	316773100
EG	EVEREST RE GROUP LTD	1,216	$234K	0.0%	$208.75	+8.2%	COM	G3223R108
PSA	PUBLIC STORAGE	1,177	$234K	0.0%	$156.18	+6.7%	COM	74460D109
FMC	F M C CORP	2,855	$233K	0.0%	$32.51	+139.7%	COM NEW	302491303
RDOG	ALPS ETF TR	7,488	$231K	0.0%	$48.56	—	REIT DIVIDE DOGS	00162Q106
KFRC	KFORCE INC	8,975	$230K	0.0%	$28.98	+14.5%	COM	493732101
RPD	RAPID7 INC	5,294	$230K	0.0%	$43.70	+20.0%	COM	753422104
WMS	ADVANCED DRAIN SYS INC DEL	7,772	$229K	0.0%	$39.24	0.0%	COM	00790R104
CHGG	CHEGG INC	6,389	$228K	0.0%	$35.36	+10.5%	COM	163092109
GLW	CORNING INC	11,048	$227K	0.0%	$19.54	+13.1%	COM	219350105
CW	CURTISS WRIGHT CORP	2,437	$225K	0.0%	$113.25	+10.2%	COM	231561101
—	CENTERSTATE BANKS INC	13,049	$225K	0.0%	$20.89	—	COM	15201P109
MAS	MASCO CORP	6,506	$225K	0.0%	$33.20	+19.1%	COM	574599106
PHM	PULTE GROUP INC	10,025	$224K	0.0%	$21.73	+67.2%	COM	745867101
COF	CAPITAL ONE FINL CORP	4,447	$224K	0.0%	$69.38	+14.6%	COM	14040H105
TNET	TRINET GROUP INC	5,920	$223K	0.0%	$42.41	+19.7%	COM	896288107
KMI	KINDER MORGAN INC DEL	16,038	$223K	0.0%	$14.05	-4.9%	COM	49456B101
ITRI	ITRON INC	3,954	$221K	0.0%	$76.01	0.0%	COM	465741106
MBUU	MALIBU BOATS INC	7,613	$220K	0.0%	$39.68	0.0%	COM	56117J100
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	4,729	$220K	0.0%	$45.67	+19.3%	CL A	192446102
BIDU	BAIDU INC	2,177	$220K	0.0%	$155.06	—	SPON ADR REP A	056752108
ACN	ACCENTURE PLC IRELAND	1,339	$219K	0.0%	$99.31	+78.3%	SHS CLASS A	G1151C101
THG	HANOVER INS GROUP INC	2,400	$218K	0.0%	$114.18	-5.9%	COM	410867105
AUB	ATLANTIC UN BANKSHARES CORP	9,931	$217K	0.0%	$27.40	-9.5%	COM	04911A107
HPE	HEWLETT PACKARD ENTERPRISE C	22,180	$215K	0.0%	$12.42	-12.8%	COM	42824C109
INDB	INDEPENDENT BANK CORP MASS	3,337	$215K	0.0%	$63.43	-7.4%	COM	453836108
MCO	MOODYS CORP	1,011	$214K	0.0%	$155.43	+48.9%	COM	615369105
VFC	VF CORP	3,926	$213K	0.0%	$50.40	+54.6%	COM	918204108
SRPT	SAREPTA THERAPEUTICS INC	2,174	$213K	0.0%	$100.93	+13.3%	COM	803607100
RGA	REINSURANCE GRP AMER INC	2,536	$213K	0.0%	$79.11	+64.8%	COM NEW	759351604
VRSN	VERISIGN INC	1,175	$211K	0.0%	$103.14	+89.0%	COM	92343E102
—	IHS MARKIT LTD	3,490	$209K	0.0%	$59.89	—	SHS	G47567105
—	COHERENT INC	1,958	$209K	0.0%	$136.42	—	COM	192479103
HUBB	HUBBELL INC	1,820	$209K	0.0%	$126.07	-3.9%	COM	443510607
SNA	SNAP ON INC	1,908	$208K	0.0%	$111.38	+13.5%	COM	833034101
GSG	ISHARES S&P GSCI COMMODITY I	22,404	$208K	0.0%	$14.02	—	UNIT BEN INT	46428R107
BBVA	BANCO BILBAO VIZCAYA ARGENTA	67,563	$206K	0.0%	$5.24	—	SPONSORED ADR	05946K101
JLL	JONES LANG LASALLE INC	2,018	$204K	0.0%	$141.52	+6.1%	COM	48020Q107
AMBA	AMBARELLA INC	4,188	$204K	0.0%	$51.88	+10.6%	SHS	G037AX101
ED	CONSOLIDATED EDISON INC	2,612	$204K	0.0%	$68.14	+3.9%	COM	209115104
SCI	SERVICE CORP INTL	5,183	$203K	0.0%	$17.02	+173.3%	COM	817565104
SNX	SYNNEX CORP	2,757	$202K	0.0%	$45.12	+27.2%	COM	87162W100
—	CHINA MOBILE LIMITED	5,334	$201K	0.0%	$37.68	—	SPONSORED ADR	16941M109
—	GLU MOBILE INC	31,733	$200K	0.0%	$6.30	—	COM	379890106
RF	REGIONS FINANCIAL CORP NEW	19,777	$177K	0.0%	$9.14	+20.0%	COM	7591EP100
SLM	SLM CORP	23,605	$170K	0.0%	$6.73	+43.4%	COM	78442P106
IBN	ICICI BK LTD	19,881	$169K	0.0%	$8.20	—	ADR	45104G104
—	OUTFRONT MEDIA INC	12,546	$169K	0.0%	$25.87	—	COM	69007J106
BOOT	BOOT BARN HLDGS INC	12,525	$162K	0.0%	$26.67	+19.6%	COM	099406100
ET	ENERGY TRANSFER LP	34,452	$158K	0.0%	$9.23	—	COM UT LTD PTN	29273V100
HBAN	HUNTINGTON BANCSHARES INC	19,095	$157K	0.0%	$6.43	+44.6%	COM	446150104
ANGO	ANGIODYNAMICS INC	13,747	$143K	0.0%	$12.55	0.0%	COM	03475V101
SLB	SCHLUMBERGER LTD	10,004	$135K	0.0%	$33.96	-25.5%	COM	806857108
—	WPX ENERGY INC	42,927	$131K	0.0%	$3.05	—	COM	98212B103
FSTR	FOSTER L B CO	10,516	$130K	0.0%	$16.94	-3.7%	COM	350060109
ITUB	ITAU UNIBANCO HLDG SA	26,828	$120K	0.0%	$9.78	—	SPON ADR REP PFD	465562106
KOS	KOSMOS ENERGY LTD	122,862	$110K	0.0%	$4.40	-11.0%	COM	500688106
—	CONTINENTAL RES INC	12,425	$95,000	0.0%	$7.65	—	COM	212015101
—	CALAMP CORP	19,587	$88,000	0.0%	$4.49	—	COM	128126109
HAL	HALLIBURTON CO	12,691	$87,000	0.0%	$17.87	-12.6%	COM	406216101
ABEV	AMBEV SA	34,790	$80,000	0.0%	$4.53	—	SPONSORED ADR	02319V103
—	MARATHON OIL CORP	22,916	$75,000	0.0%	$3.27	—	COM	565849106
RITM	NEW RESIDENTIAL INVT CORP	11,084	$56,000	0.0%	$15.21	—	COM NEW	64828T201
PTEN	PATTERSON UTI ENERGY INC	23,584	$55,000	0.0%	$6.47	0.0%	COM	703481101
—	SIRIUS XM HLDGS INC	10,808	$54,000	0.0%	$5.00	—	COM	82968B103
RMNI	RIMINI STR INC DEL	12,127	$50,000	0.0%	$4.45	0.0%	COM	76674Q107
—	SOUTHWESTERN ENERGY CO	27,031	$45,000	0.0%	$1.66	—	COM	845467109
—	DIAMOND OFFSHORE DRILLING IN	19,060	$35,000	0.0%	$1.84	—	COM	25271C102
—	BGC PARTNERS INC	12,597	$31,000	0.0%	$2.46	—	CL A	05541T101
RRC	RANGE RES CORP	13,746	$31,000	0.0%	$4.62	-31.0%	COM	75281A109
EVC	ENTRAVISION COMMUNICATIONS C	12,552	$25,000	0.0%	$1.51	0.0%	CL A	29382R107
—	FALCON MINERALS CORP	10,842	$23,000	0.0%	$2.12	—	CL A COM	30607B109
RIG	TRANSOCEAN LTD	18,304	$21,000	0.0%	$3.90	0.0%	REG SHS	H8817H100