Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MFG LTD	304,479	$33.2M	3.5%	$39.30	—	SPONSORED ADS	874039100
AVGO	BROADCOM INC	67,354	$29.49M	3.1%	$22.98	+51.5%	COM	11135F101
ONC	BEIGENE LTD	102,776	$26.56M	2.8%	$133.88	—	SPONSORED ADR	07725L102
MSFT	MICROSOFT CORP	104,486	$23.24M	2.4%	$65.78	+213.2%	COM	594918104
NBIS	YANDEX N V	308,608	$21.47M	2.2%	$30.49	—	SHS CLASS A	N97284108
AAPL	APPLE INC	153,095	$20.31M	2.1%	$87.30	+34.0%	COM	037833100
V	VISA INC	86,509	$18.92M	2.0%	$107.57	+83.3%	COM CL A	92826C839
PM	PHILIP MORRIS INTL INC	221,969	$18.38M	1.9%	$57.04	+5.8%	COM	718172109
HCM	HUTCHISON CHINA MEDITECH LTD	570,500	$18.27M	1.9%	$27.12	—	SPONSORED ADR	44842L103
TSLA	TESLA INC	25,375	$17.91M	1.9%	$105.31	+62.0%	COM	88160R101
AMZN	AMAZON COM INC	5,324	$17.34M	1.8%	$71.15	+124.3%	COM	023135106
JPM	JPMORGAN CHASE & CO	133,043	$16.91M	1.8%	$91.49	+7.3%	COM	46625H100
VALE	VALE S A	1,005,918	$16.86M	1.8%	$12.56	—	SPONSORED ADS	91912E105
—	AMERICA MOVIL SAB DE CV	968,668	$14.08M	1.5%	$17.61	—	SPON ADR L SHS	02364W105
—	SEAGEN INC	78,901	$13.82M	1.4%	$175.14	—	COM	81181C104
ABT	ABBOTT LABS	120,246	$13.17M	1.4%	$74.97	+32.4%	COM	002824100
—	ACTIVISION BLIZZARD INC	138,954	$12.9M	1.3%	$61.50	—	COM	00507V109
CMCSA	COMCAST CORP NEW	236,023	$12.37M	1.3%	$36.53	+14.1%	CL A	20030N101
HON	HONEYWELL INTL INC	57,730	$12.28M	1.3%	$133.78	+22.4%	COM	438516106
GDDY	GODADDY INC	147,405	$12.23M	1.3%	$56.41	+39.2%	CL A	380237107
META	FACEBOOK INC	44,557	$12.17M	1.3%	$188.03	+44.8%	CL A	30303M102
UNH	UNITEDHEALTH GROUP INC	34,573	$12.12M	1.3%	$256.63	+20.1%	COM	91324P102
ICE	INTERCONTINENTAL EXCHANGE IN	90,380	$10.42M	1.1%	$67.33	+44.2%	COM	45866F104
MCO	MOODYS CORP	35,713	$10.37M	1.1%	$165.73	+61.7%	COM	615369105
CCI	CROWN CASTLE INTL CORP NEW	63,790	$10.15M	1.1%	$100.26	+27.5%	COM	22822V101
COST	COSTCO WHSL CORP NEW	26,098	$9.833M	1.0%	$220.52	+57.5%	COM	22160K105
—	BARRICK GOLD CORP	431,123	$9.821M	1.0%	$15.78	—	COM	067901108
KLAC	KLA CORP	37,534	$9.718M	1.0%	$151.98	+45.1%	COM NEW	482480100
CFG	CITIZENS FINL GROUP INC	267,282	$9.558M	1.0%	$20.85	+21.2%	COM	174610105
DHR	DANAHER CORPORATION	42,546	$9.451M	1.0%	$56.76	+245.3%	COM	235851102
CME	CME GROUP INC	51,129	$9.308M	1.0%	$65.82	+110.3%	COM	12572Q105
MELI	MERCADOLIBRE INC	5,429	$9.095M	1.0%	$321.38	+338.8%	COM	58733R102
CVX	CHEVRON CORP NEW	104,011	$8.784M	0.9%	$73.94	-12.1%	COM	166764100
GGB	GERDAU SA	1,817,090	$8.486M	0.9%	$3.95	—	SPON ADR REP PFD	373737105
AMT	AMERICAN TOWER CORP NEW	36,972	$8.299M	0.9%	$143.95	+38.7%	COM	03027X100
LEGN	LEGEND BIOTECH CORP	294,140	$8.283M	0.9%	$42.56	—	SPONSORED ADS	52490G102
AON	AON PLC	38,153	$8.061M	0.8%	$194.08	+1.3%	SHS CL A	G0403H108
GOOGL	ALPHABET INC	4,592	$8.048M	0.8%	$51.33	+62.7%	CAP STK CL A	02079K305
RYAAY	RYANAIR HOLDINGS PLC	72,885	$8.016M	0.8%	$64.40	—	SPONSORED ADS	783513203
RCL	ROYAL CARIBBEAN GROUP	100,270	$7.489M	0.8%	$55.46	+23.5%	COM	V7780T103
EQIX	EQUINIX INC	10,417	$7.44M	0.8%	$402.96	+67.4%	COM	29444U700
MRK	MERCK & CO. INC	89,751	$7.342M	0.8%	$58.01	+11.8%	COM	58933Y105
INTC	INTEL CORP	145,778	$7.263M	0.8%	$46.53	-5.4%	COM	458140100
UBS	UBS GROUP AG	486,252	$6.851M	0.7%	$11.47	+15.4%	SHS	H42097107
AME	AMETEK INC	55,961	$6.768M	0.7%	$81.99	+32.8%	COM	031100100
GOOG	ALPHABET INC	3,719	$6.515M	0.7%	$44.82	+86.8%	CAP STK CL C	02079K107
FIS	FIDELITY NATL INFORMATION SV	45,923	$6.496M	0.7%	$128.53	-0.8%	COM	31620M106
HLT	HILTON WORLDWIDE HLDGS INC	53,439	$5.946M	0.6%	$77.22	+26.7%	COM	43300A203
CSX	CSX CORP	64,056	$5.813M	0.6%	$21.49	+24.8%	COM	126408103
—	ONECONNECT FINL TECHNOLOGY C	291,417	$5.744M	0.6%	$11.66	—	SPONSORED ADS	68248T105
IBN	ICICI BANK LIMITED	381,352	$5.667M	0.6%	$10.74	—	ADR	45104G104
—	AZUL S A	239,567	$5.467M	0.6%	$15.82	—	SPONSR ADR PFD	05501U106
TRMB	TRIMBLE INC	80,531	$5.377M	0.6%	$36.71	+56.4%	COM	896239100
PAGS	PAGSEGURO DIGITAL LTD	94,403	$5.37M	0.6%	$41.28	+8.8%	COM CL A	G68707101
TDG	TRANSDIGM GROUP INC	8,597	$5.32M	0.6%	$204.51	+123.5%	COM	893641100
AES	AES CORP	222,331	$5.225M	0.5%	$10.78	+60.0%	COM	00130H105
NOW	SERVICENOW INC	9,394	$5.171M	0.5%	$54.38	+91.2%	COM	81762P102
NKE	NIKE INC	36,258	$5.129M	0.5%	$68.36	+80.2%	CL B	654106103
GILD	GILEAD SCIENCES INC	87,935	$5.123M	0.5%	$54.65	-9.7%	COM	375558103
NFLX	NETFLIX INC	9,368	$5.066M	0.5%	$33.10	+53.2%	COM	64110L106
NSC	NORFOLK SOUTHN CORP	21,185	$5.034M	0.5%	$203.51	+0.6%	COM	655844108
CHTR	CHARTER COMMUNICATIONS INC N	7,467	$4.94M	0.5%	$490.62	+29.7%	CL A	16119P108
TRP	TC ENERGY CORP	120,481	$4.898M	0.5%	$34.27	-4.9%	COM	87807B107
YUM	YUM BRANDS INC	44,839	$4.868M	0.5%	$72.45	+28.0%	COM	988498101
MRSH	MARSH & MCLENNAN COS INC	40,040	$4.685M	0.5%	$58.36	+80.3%	COM	571748102
TCOM	TRIP COM GROUP LTD	136,872	$4.617M	0.5%	$33.49	—	ADS	89677Q107
MA	MASTERCARD INCORPORATED	12,438	$4.44M	0.5%	$283.79	+13.9%	CL A	57636Q104
HTHT	HUAZHU GROUP LTD	97,488	$4.39M	0.5%	$36.26	—	SPONSORED ADS	44332N106
NEXA	NEXA RES S A	435,265	$4.196M	0.4%	$13.48	-52.1%	COM	L67359106
SE	SEA LTD	20,452	$4.071M	0.4%	$144.23	—	SPONSORD ADS	81141R100
SRE	SEMPRA ENERGY	31,791	$4.05M	0.4%	$45.70	+19.2%	COM	816851109
LLY	LILLY ELI & CO	23,777	$4.015M	0.4%	$112.04	+26.2%	COM	532457108
NTAP	NETAPP INC	58,743	$3.891M	0.4%	$47.17	-1.3%	COM	64110D104
TFC	TRUIST FINL CORP	80,599	$3.863M	0.4%	$32.80	+8.7%	COM	89832Q109
COP	CONOCOPHILLIPS	95,846	$3.833M	0.4%	$33.10	-7.2%	COM	20825C104
CB	CHUBB LIMITED	24,793	$3.816M	0.4%	$118.28	+10.0%	COM	H1467J104
MDLZ	MONDELEZ INTL INC	62,911	$3.678M	0.4%	$37.50	+33.7%	CL A	609207105
PNC	PNC FINL SVCS GROUP INC	24,609	$3.667M	0.4%	$92.85	+14.7%	COM	693475105
EEFT	EURONET WORLDWIDE INC	24,760	$3.588M	0.4%	$116.41	0.0%	COM	298736109
—	CREE INC	33,328	$3.529M	0.4%	$59.31	—	COM	225447101
WAB	WABTEC	47,512	$3.478M	0.4%	$77.83	-14.7%	COM	929740108
JKHY	HENRY JACK & ASSOC INC	21,325	$3.454M	0.4%	$145.54	+2.4%	COM	426281101
EOG	EOG RES INC	68,826	$3.432M	0.4%	$53.33	-36.0%	COM	26875P101
MSCI	MSCI INC	7,611	$3.399M	0.4%	$269.57	+38.2%	COM	55354G100
APD	AIR PRODS & CHEMS INC	12,322	$3.367M	0.4%	$214.24	+15.6%	COM	009158106
ZBH	ZIMMER BIOMET HOLDINGS INC	21,769	$3.354M	0.4%	$131.98	+2.6%	COM	98956P102
VRTX	VERTEX PHARMACEUTICALS INC	14,115	$3.336M	0.3%	$223.83	+2.5%	COM	92532F100
ASML	ASML HOLDING N V	6,838	$3.335M	0.3%	$297.07	—	N Y REGISTRY SHS	N07059210
ADBE	ADOBE SYSTEMS INCORPORATED	6,613	$3.307M	0.3%	$342.16	+41.2%	COM	00724F101
PYPL	PAYPAL HLDGS INC	14,092	$3.3M	0.3%	$132.63	+55.9%	COM	70450Y103
GPN	GLOBAL PMTS INC	15,058	$3.244M	0.3%	$96.97	+84.0%	COM	37940X102
EA	ELECTRONIC ARTS INC	22,346	$3.209M	0.3%	$103.35	+21.4%	COM	285512109
TRN	TRINITY INDS INC	121,232	$3.199M	0.3%	$17.86	+3.3%	COM	896522109
JNJ	JOHNSON & JOHNSON	19,986	$3.145M	0.3%	$120.66	+5.7%	COM	478160104
VICI	VICI PPTYS INC	119,669	$3.052M	0.3%	$13.73	+37.7%	COM	925652109
LVS	LAS VEGAS SANDS CORP	48,111	$2.867M	0.3%	$52.53	-3.1%	COM	517834107
STT	STATE STR CORP	39,140	$2.849M	0.3%	$55.28	+4.0%	COM	857477103
ELV	ANTHEM INC	8,817	$2.831M	0.3%	$252.25	+13.4%	COM	036752103
EW	EDWARDS LIFESCIENCES CORP	30,652	$2.796M	0.3%	$73.40	+13.0%	COM	28176E108
VFC	V F CORP	32,627	$2.787M	0.3%	$79.91	0.0%	COM	918204108
ISRG	INTUITIVE SURGICAL INC	3,268	$2.674M	0.3%	$188.61	+31.6%	COM NEW	46120E602
—	LINDE PLC	9,509	$2.506M	0.3%	$191.50	—	SHS	G5494J103
WCN	WASTE CONNECTIONS INC	24,016	$2.463M	0.3%	$89.90	+11.0%	COM	94106B101
BKNG	BOOKING HOLDINGS INC	1,073	$2.39M	0.2%	$1849.11	+2.7%	COM	09857L108
DLR	DIGITAL RLTY TR INC	16,630	$2.32M	0.2%	$93.14	+28.2%	COM	253868103
SHOP	SHOPIFY INC	1,916	$2.169M	0.2%	$61.71	+70.1%	CL A	82509L107
HDB	HDFC BANK LTD	29,625	$2.141M	0.2%	$61.43	—	SPONSORED ADS	40415F101
LYB	LYONDELLBASELL INDUSTRIES N	23,362	$2.141M	0.2%	$47.38	+21.4%	SHS - A -	N53745100
GRFS	GRIFOLS S A	115,971	$2.139M	0.2%	$18.29	—	SP ADR REP B NVT	398438408
BWXT	BWX TECHNOLOGIES INC	34,527	$2.081M	0.2%	$54.44	-0.6%	COM	05605H100
RNR	RENAISSANCERE HLDGS LTD	12,428	$2.061M	0.2%	$176.72	-3.9%	COM	G7496G103
NTES	NETEASE INC	21,188	$2.029M	0.2%	$125.12	—	SPONSORED ADS	64110W102
RTX	RAYTHEON TECHNOLOGIES CORP	28,287	$2.023M	0.2%	$59.96	-2.6%	COM	75513E101
GLPI	GAMING & LEISURE PPTYS INC	45,530	$1.93M	0.2%	$36.19	—	COM	36467J108
EL	LAUDER ESTEE COS INC	7,212	$1.92M	0.2%	$177.34	+26.1%	CL A	518439104
SPOT	SPOTIFY TECHNOLOGY S A	6,079	$1.913M	0.2%	$145.36	+94.1%	SHS	L8681T102
TMO	THERMO FISHER SCIENTIFIC INC	4,034	$1.879M	0.2%	$323.69	+42.9%	COM	883556102
LOMA	LOMA NEGRA CORP	304,446	$1.872M	0.2%	$13.77	—	SPONSORED ADS	54150E104
—	GOL LINHAS AEREAS INTELIGENT	186,764	$1.834M	0.2%	$13.68	—	SPON ADR PFD NEW	38045R206
AZN	ASTRAZENECA PLC	35,495	$1.774M	0.2%	$37.67	—	SPONSORED ADR	046353108
NVCR	NOVOCURE LTD	10,157	$1.758M	0.2%	$81.98	+66.9%	ORD SHS	G6674U108
HEI/A	HEICO CORP NEW	14,987	$1.754M	0.2%	$87.91	+22.9%	CL A	422806208
HUYA	HUYA INC	85,424	$1.703M	0.2%	$19.85	—	ADS REP SHS A	44852D108
QCOM	QUALCOMM INC	11,048	$1.683M	0.2%	$49.91	+149.9%	COM	747525103
RARE	ULTRAGENYX PHARMACEUTICAL IN	11,942	$1.653M	0.2%	$69.51	+70.7%	COM	90400D108
SLB	SCHLUMBERGER LTD	73,758	$1.61M	0.2%	$38.52	-56.2%	COM	806857108
CRSP	CRISPR THERAPEUTICS AG	10,143	$1.553M	0.2%	$90.62	+30.4%	NAMEN AKT	H17182108
EWBC	EAST WEST BANCORP INC	30,183	$1.531M	0.2%	$34.96	+6.4%	COM	27579R104
TJX	TJX COS INC NEW	22,322	$1.524M	0.2%	$56.47	0.0%	COM	872540109
—	LAM RESEARCH CORP	3,145	$1.485M	0.2%	$472.18	—	COM	512807108
BAX	BAXTER INTL INC	18,483	$1.483M	0.2%	$77.53	-8.4%	COM	071813109
EVTC	EVERTEC INC	37,481	$1.474M	0.2%	$36.21	0.0%	COM	30040P103
MO	ALTRIA GROUP INC	35,351	$1.449M	0.2%	$30.26	-11.8%	COM	02209S103
DOW	DOW INC	25,957	$1.441M	0.2%	$33.20	+17.6%	COM	260557103
—	FLEETCOR TECHNOLOGIES INC	5,278	$1.44M	0.2%	$260.77	—	COM	339041105
SHW	SHERWIN WILLIAMS CO	1,957	$1.438M	0.2%	$176.48	+28.5%	COM	824348106
NDAQ	NASDAQ INC	10,765	$1.429M	0.1%	$39.45	0.0%	COM	631103108
PSA	PUBLIC STORAGE	5,996	$1.385M	0.1%	$151.61	+21.1%	COM	74460D109
EG	EVEREST RE GROUP LTD	5,806	$1.359M	0.1%	$227.37	-12.2%	COM	G3223R108
ZTS	ZOETIS INC	8,128	$1.345M	0.1%	$127.05	+22.3%	CL A	98978V103
XPEV	XPENG INC	30,775	$1.318M	0.1%	$42.83	—	ADS	98422D105
—	EQUITRANS MIDSTREAM CORP	162,610	$1.307M	0.1%	$12.47	—	COM	294600101
CARR	CARRIER GLOBAL CORPORATION	34,638	$1.307M	0.1%	$29.49	+14.7%	COM	14448C104
—	BLACKROCK INC	1,788	$1.29M	0.1%	$509.82	—	COM	09247X101
PEP	PEPSICO INC	8,650	$1.283M	0.1%	$111.48	+8.7%	COM	713448108
ON	ON SEMICONDUCTOR CORP	38,855	$1.272M	0.1%	$13.74	+103.0%	COM	682189105
REGN	REGENERON PHARMACEUTICALS	2,555	$1.234M	0.1%	$469.57	+14.3%	COM	75886F107
—	CDK GLOBAL INC	22,925	$1.188M	0.1%	$50.88	—	COM	12508E101
PFE	PFIZER INC	32,073	$1.181M	0.1%	$25.11	+14.0%	COM	717081103
—	SVB FINANCIAL GROUP	2,918	$1.132M	0.1%	$263.51	—	COM	78486Q101
TXN	TEXAS INSTRS INC	6,832	$1.121M	0.1%	$57.96	+132.2%	COM	882508104
KO	COCA COLA CO	19,986	$1.096M	0.1%	$35.95	+23.1%	COM	191216100
HEI	HEICO CORP NEW	8,058	$1.067M	0.1%	$107.73	+13.2%	COM	422806109
INCY	INCYTE CORP	12,035	$1.047M	0.1%	$75.78	+14.2%	COM	45337C102
PHG	KONINKLIJKE PHILIPS N V	19,315	$1.046M	0.1%	$40.85	—	NY REG SH NEW	500472303
CE	CELANESE CORP DEL	7,938	$1.031M	0.1%	$82.90	+37.3%	COM	150870103
MMYT	MAKEMYTRIP LIMITED MAURITIUS	34,641	$1.023M	0.1%	$22.73	0.0%	SHS	V5633W109
GIS	GENERAL MLS INC	17,350	$1.02M	0.1%	$50.41	+0.9%	COM	370334104
PAYX	PAYCHEX INC	10,848	$1.011M	0.1%	$59.74	+28.8%	COM	704326107
NEM	NEWMONT CORP	16,473	$987K	0.1%	$27.53	+90.2%	COM	651639106
PODD	INSULET CORP	3,850	$984K	0.1%	$193.01	+28.5%	COM	45784P101
FRCB	FIRST REP BK SAN FRANCISCO C	6,660	$979K	0.1%	$103.41	+24.1%	COM	33616C100
BAC	BK OF AMERICA CORP	32,264	$978K	0.1%	$22.39	+5.7%	COM	060505104
AMD	ADVANCED MICRO DEVICES INC	10,602	$972K	0.1%	$50.52	+70.8%	COM	007903107
IDXX	IDEXX LABS INC	1,881	$940K	0.1%	$285.51	+56.7%	COM	45168D104
—	TE CONNECTIVITY LTD	7,663	$928K	0.1%	$90.82	—	REG SHS	H84989104
PBR	PETROLEO BRASILEIRO SA PETRO	81,063	$910K	0.1%	$6.98	—	SPONSORED ADR	71654V408
—	SMARTSHEET INC	13,098	$908K	0.1%	$47.25	—	COM CL A	83200N103
MU	MICRON TECHNOLOGY INC	12,010	$903K	0.1%	$49.97	+17.7%	COM	595112103
HGV	HILTON GRAND VACATIONS INC	28,311	$888K	0.1%	$28.29	-7.7%	COM	43283X105
CLX	CLOROX CO DEL	4,372	$883K	0.1%	$129.19	+36.5%	COM	189054109
HD	HOME DEPOT INC	3,246	$862K	0.1%	$216.52	+12.0%	COM	437076102
AXP	AMERICAN EXPRESS CO	7,097	$858K	0.1%	$91.89	+13.0%	COM	025816109
NBIX	NEUROCRINE BIOSCIENCES INC	8,934	$856K	0.1%	$94.54	+2.2%	COM	64125C109
VZ	VERIZON COMMUNICATIONS INC	14,561	$855K	0.1%	$39.05	+12.6%	COM	92343V104
CMS	CMS ENERGY CORP	13,881	$847K	0.1%	$43.06	+24.2%	COM	125896100
CPRT	COPART INC	6,505	$828K	0.1%	$24.66	+18.1%	COM	217204106
TEVA	TEVA PHARMACEUTICAL INDS LTD	83,827	$809K	0.1%	$10.72	—	SPONSORED ADS	881624209
ADSK	AUTODESK INC	2,599	$794K	0.1%	$174.35	+51.1%	COM	052769106
ENB	ENBRIDGE INC	23,182	$741K	0.1%	$23.92	-9.3%	COM	29250N105
EFX	EQUIFAX INC	3,823	$737K	0.1%	$128.06	+26.5%	COM	294429105
CNI	CANADIAN NATL RY CO	6,443	$708K	0.1%	$76.83	+27.5%	COM	136375102
LHX	L3HARRIS TECHNOLOGIES INC	3,702	$700K	0.1%	$164.87	0.0%	COM	502431109
CI	CIGNA CORP NEW	3,299	$687K	0.1%	$177.37	+1.2%	COM	125523100
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,848	$660K	0.1%	$207.45	+6.1%	CL B NEW	084670702
ACGL	ARCH CAP GROUP LTD	16,997	$613K	0.1%	$32.30	-3.4%	ORD	G0450A105
LII	LENNOX INTL INC	2,174	$596K	0.1%	$223.98	+19.3%	COM	526107107
KHC	KRAFT HEINZ CO	16,200	$561K	0.1%	$23.07	+10.7%	COM	500754106
AL	AIR LEASE CORP	12,252	$544K	0.1%	$24.16	+35.4%	CL A	00912X302
EXR	EXTRA SPACE STORAGE INC	4,600	$533K	0.1%	$74.95	+24.7%	COM	30225T102
—	ZENDESK INC	3,687	$528K	0.1%	$81.09	—	COM	98936J101
CL	COLGATE PALMOLIVE CO	6,080	$520K	0.1%	$65.07	+12.8%	COM	194162103
DAL	DELTA AIR LINES INC DEL	12,615	$507K	0.1%	$35.38	0.0%	COM NEW	247361702
—	ANGLOGOLD ASHANTI LIMITED	21,990	$497K	0.1%	$29.22	—	SPONSORED ADR	035128206
UNP	UNION PAC CORP	2,380	$496K	0.1%	$147.56	+20.7%	COM	907818108
MTD	METTLER TOLEDO INTERNATIONAL	432	$492K	0.1%	$770.12	+42.4%	COM	592688105
IEX	IDEX CORP	2,448	$488K	0.1%	$123.43	+44.8%	COM	45167R104
QSR	RESTAURANT BRANDS INTL INC	7,922	$484K	0.1%	$55.40	+5.4%	COM	76131D103
UBER	UBER TECHNOLOGIES INC	9,458	$482K	0.1%	$44.81	0.0%	COM	90353T100
—	WALGREENS BOOTS ALLIANCE INC	11,683	$466K	0.0%	$37.33	—	COM	931427108
—	CATALENT INC	4,085	$425K	0.0%	$104.04	—	COM	148806102
HUBS	HUBSPOT INC	1,065	$422K	0.0%	$350.97	0.0%	COM	443573100
BA	BOEING CO	1,933	$414K	0.0%	$323.44	-40.6%	COM	097023105
SNAP	SNAP INC	8,153	$408K	0.0%	$41.54	0.0%	CL A	83304A106
HPQ	HP INC	16,345	$402K	0.0%	$15.10	+16.6%	COM	40434L105
PG	PROCTER AND GAMBLE CO	2,845	$396K	0.0%	$69.83	+76.4%	COM	742718109
—	ALTERYX INC	3,158	$385K	0.0%	$117.49	—	COM CL A	02156B103
CNQ	CANADIAN NAT RES LTD	14,289	$343K	0.0%	$7.94	-0.1%	COM	136385101
DOCU	DOCUSIGN INC	1,520	$338K	0.0%	$224.62	0.0%	COM	256163106
DD	DUPONT DE NEMOURS INC	4,563	$324K	0.0%	$21.28	+11.5%	COM	26614N102
MSI	MOTOROLA SOLUTIONS INC	1,863	$317K	0.0%	$138.44	+13.6%	COM NEW	620076307
MLCO	MELCO RESORTS AND ENTMNT LTD	16,967	$315K	0.0%	$18.65	—	ADR	585464100
TNDM	TANDEM DIABETES CARE INC	3,262	$312K	0.0%	$103.06	0.0%	COM NEW	875372203
—	QIWI PLC	29,226	$301K	0.0%	$10.30	—	SPON ADR REP B	74735M108
INFY	INFOSYS LTD	16,922	$287K	0.0%	$9.32	—	SPONSORED ADR	456788108
PDD	PINDUODUO INC	1,472	$261K	0.0%	$177.31	—	SPONSORED ADS	722304102
GH	GUARDANT HEALTH INC	1,958	$252K	0.0%	$115.06	0.0%	COM	40131M109
DELL	DELL TECHNOLOGIES INC	3,386	$248K	0.0%	$28.72	+11.2%	CL C	24703L202
GM	GENERAL MTRS CO	5,958	$248K	0.0%	$37.51	0.0%	COM	37045V100
CAT	CATERPILLAR INC	1,352	$246K	0.0%	$153.98	0.0%	COM	149123101
SPGI	S&P GLOBAL INC	720	$237K	0.0%	$261.18	+23.7%	COM	78409V104
BKR	BAKER HUGHES COMPANY	11,327	$236K	0.0%	$14.70	+4.8%	CL A	05722G100
CNXC	CONCENTRIX CORP	2,290	$226K	0.0%	$90.48	0.0%	COM	20602D101
VRSN	VERISIGN INC	991	$214K	0.0%	$202.87	0.0%	COM	92343E102
—	TWITTER INC	3,920	$212K	0.0%	$54.08	—	COM	90184L102
—	FLIR SYS INC	4,837	$212K	0.0%	$43.83	—	COM	302445101
VIR	VIR BIOTECHNOLOGY INC	7,655	$205K	0.0%	$42.56	-23.6%	COM	92764N102