Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PLD	PROLOGIS INC. COM	8,905,655	$944M	4.1%	$56.45	+57.1%	COM	74340W103
AAPL	APPLE INC COM	5,473,773	$669M	2.9%	$101.13	+23.7%	COM	037833100
ARE	ALEXANDRIA REAL ESTATE EQ IN COM	3,857,335	$634M	2.7%	$124.81	+8.7%	COM	015271109
WELL	WELLTOWER INC COM	8,474,356	$607M	2.6%	$50.27	+17.4%	COM	95040Q104
VICI	VICI PPTYS INC COM	21,448,399	$606M	2.6%	$15.18	+37.9%	COM	925652109
DOC	HEALTHPEAK PROPERTIES INC COM	18,106,763	$575M	2.5%	$23.14	+1.4%	COM	42250P103
MSFT	MICROSOFT CORP COM	2,421,924	$571M	2.5%	$144.44	+54.3%	COM	594918104
AVB	AVALONBAY CMNTYS INC COM	3,042,467	$561M	2.4%	$124.91	+18.3%	COM	053484101
AMH	AMERICAN HOMES 4 RENT CL A	14,743,448	$492M	2.1%	$27.68	—	CLASS A	02665T306
CUBE	CUBESMART COM	12,476,278	$472M	2.0%	$32.57	—	COM	229663109
SPG	SIMON PPTY GROUP INC NEW COM	4,074,777	$464M	2.0%	$82.66	-3.3%	COM	828806109
PK	PARK HOTELS RESORTS INC COM	19,743,526	$426M	1.8%	$21.58	—	COM	700517105
REXR	REXFORD INDL RLTY INC COM	8,390,819	$423M	1.8%	$40.46	—	COM	76169C100
DLR	DIGITAL RLTY TR INC COM	2,704,666	$381M	1.6%	$76.77	+51.7%	COM	253868103
GOOGL	ALPHABET INC CAP STK CL A	180,799	$373M	1.6%	$71.14	+37.7%	CLASS A	02079K305
NNN	NATIONAL RETAIL PROPERTIES I COM	8,348,505	$368M	1.6%	$34.81	—	COM	637417106
REG	REGENCY CTRS CORP COM	5,693,981	$323M	1.4%	$46.41	-8.0%	COM	758849103
INVH	INVITATION HOMES INC COM	9,918,139	$317M	1.4%	$21.44	+20.3%	COM	46187W107
—	HUDSON PAC PPTYS INC COM	10,899,972	$296M	1.3%	$30.85	—	COM	444097109
—	SL GREEN RLTY CORP COM ADDED	3,665,858	$257M	1.1%	$69.99	—	COM	78440X804
EQR	EQUITY RESIDENTIAL SH BEN INT	3,381,746	$242M	1.0%	$45.42	+20.6%	INT	29476L107
EXR	EXTRA SPACE STORAGE INC COM	1,768,950	$234M	1.0%	$72.12	+38.9%	COM	30225T102
—	FEDERAL RLTY INVT TR SH BEN INT NEW	2,133,996	$216M	0.9%	$115.15	—	INT	313747206
EPRT	ESSENTIAL PPTYS RLTY TR INC COM	9,448,464	$216M	0.9%	$22.83	—	COM	29670E107
TRNO	TERRENO RLTY CORP COM	3,648,012	$211M	0.9%	$54.09	—	COM	88146M101
ESS	ESSEX PPTY TR INC COM	757,974	$206M	0.9%	$209.41	+3.9%	COM	297178105
AMZN	AMAZON COM INC COM	65,737	$203M	0.9%	$159.58	-0.7%	COM	023135106
DELL	DELL TECHNOLOGIES INC CL C	2,177,716	$192M	0.8%	$23.73	+58.2%	CLASS C	24703L202
META	FACEBOOK INC CL A	636,101	$187M	0.8%	$196.31	+36.2%	CLASS A	30303M102
HD	HOME DEPOT INC COM	607,697	$186M	0.8%	$229.15	+6.7%	COM	437076102
—	QTS RLTY TR INC COM CL A	2,989,203	$185M	0.8%	$51.68	—	CLASS A	74736A103
JNJ	JOHNSON JOHNSON COM	1,124,435	$185M	0.8%	$75.07	+87.5%	COM	478160104
SUI	SUN CMNTYS INC COM	1,200,139	$180M	0.8%	$131.00	—	COM	866674104
VZ	VERIZON COMMUNICATIONS INC COM	3,004,544	$175M	0.8%	$36.60	+15.4%	COM	92343V104
TMO	THERMO FISHER SCIENTIFIC INC COM	360,979	$165M	0.7%	$240.09	+96.2%	COM	883556102
TXN	TEXAS INSTRS INC COM	766,744	$145M	0.6%	$101.06	+49.8%	COM	882508104
UNH	UNITEDHEALTH GROUP INC COM	358,155	$133M	0.6%	$67.66	+372.5%	COM	91324P102
—	HEALTHCARE TR AMER INC CL A NEW	4,658,143	$128M	0.6%	$27.56	—	CLASS A	42225P501
PG	PROCTER AND GAMBLE CO COM	940,582	$127M	0.6%	$60.07	+92.6%	COM	742718109
—	CYRUSONE INC COM	1,784,416	$121M	0.5%	$70.30	—	COM	23283R100
MDT	MEDTRONIC PLC SHS	1,009,732	$119M	0.5%	$81.93	+24.1%	SHS	G5960L103
MRK	MERCK CO. INC COM	1,459,940	$113M	0.5%	$31.37	+101.0%	COM	58933Y105
EXPD	EXPEDITORS INTL WASH INC COM	1,038,764	$112M	0.5%	$77.91	+16.7%	COM	302130109
—	LIFE STORAGE INC COM	1,278,127	$110M	0.5%	$85.95	—	COM	53223X107
ORCL	ORACLE CORP COM	1,457,596	$102M	0.4%	$49.38	+22.7%	COM	68389X105
QCOM	QUALCOMM INC COM	762,220	$101M	0.4%	$81.12	+59.9%	COM	747525103
OC	OWENS CORNING NEW COM	1,067,190	$98.28M	0.4%	$63.56	+31.9%	COM	690742101
LOW	LOWES COS INC COM	505,606	$96.16M	0.4%	$148.17	+5.9%	COM	548661107
INTC	INTEL CORP COM	1,497,923	$95.87M	0.4%	$28.37	+90.7%	COM	458140100
ACN	ACCENTURE PLC IRELAND SHS CLASS A	344,190	$95.08M	0.4%	$121.38	+98.8%	CLASS A	G1151C101
SFM	SPROUTS FMRS MKT INC COM	3,536,007	$94.13M	0.4%	$20.33	+11.8%	COM	85208M102
CSCO	CISCO SYS INC COM	1,766,870	$91.36M	0.4%	$20.99	+93.5%	COM	17275R102
ABT	ABBOTT LABS COM	750,159	$89.9M	0.4%	$68.87	+57.7%	COM	002824100
JPM	JPMORGAN CHASE CO COM	566,900	$86.3M	0.4%	$103.42	+23.0%	COM	46625H100
TGT	TARGET CORP COM	432,440	$85.65M	0.4%	$83.08	+96.4%	COM	87612E106
SPGI	S P GLOBAL INC COM	239,069	$84.36M	0.4%	$315.84	+1.2%	COM	78409V104
PEP	PEPSICO INC COM	573,265	$81.09M	0.4%	$60.42	+95.2%	COM	713448108
UPS	UNITED PARCEL SERVICE INC CL B	463,415	$78.78M	0.3%	$118.00	+11.8%	CLASS B	911312106
CMI	CUMMINS INC COM	299,499	$77.6M	0.3%	$116.71	+90.1%	COM	231021106
ADBE	ADOBE SYSTEMS INCORPORATED COM	159,022	$75.59M	0.3%	$361.10	+29.4%	COM	00724F101
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	295,630	$75.53M	0.3%	$224.42	+8.2%	CLASS B	084670702
ITW	ILLINOIS TOOL WKS INC COM	337,366	$74.73M	0.3%	$128.85	+43.6%	COM	452308109
CL	COLGATE PALMOLIVE CO COM	943,381	$74.37M	0.3%	$56.45	+24.0%	COM	194162103
AMAT	APPLIED MATLS INC COM	549,587	$73.42M	0.3%	$54.31	+94.6%	COM	038222105
MDLZ	MONDELEZ INTL INC CL A	1,252,059	$73.28M	0.3%	$38.75	+28.5%	CLASS A	609207105
V	VISA INC COM CL A	344,843	$73.01M	0.3%	$175.54	+15.7%	CLASS A	92826C839
HPQ	HP INC COM	2,274,434	$72.21M	0.3%	$15.85	+47.2%	COM	40434L105
CHTR	CHARTER COMMUNICATIONS INC N CL A	116,993	$72.19M	0.3%	$557.36	+12.1%	CLASS A	16119P108
ETN	EATON CORP PLC SHS	509,164	$70.41M	0.3%	$62.05	+91.7%	SHS	G29183103
TROW	PRICE T ROWE GROUP INC COM	408,042	$70.02M	0.3%	$67.50	+95.4%	COM	74144T108
KLAC	KLA CORP COM NEW	206,788	$68.32M	0.3%	$155.11	+84.3%	COM	482480100
AWK	AMERICAN WTR WKS CO INC NEW COM	455,065	$68.22M	0.3%	$96.78	+42.2%	COM	030420103
—	AMERICAN CAMPUS CMNTYS INC COM	1,568,652	$67.72M	0.3%	$42.77	—	COM	024835100
SHW	SHERWIN WILLIAMS CO COM	90,432	$66.74M	0.3%	$227.36	+0.3%	COM	824348106
MA	MASTERCARD INCORPORATED CL A	183,551	$65.35M	0.3%	$300.92	+12.8%	CLASS A	57636Q104
DE	DEERE CO COM	174,199	$65.17M	0.3%	$240.82	+27.7%	COM	244199105
ORLY	OREILLY AUTOMOTIVE INC COM	127,822	$64.84M	0.3%	$29.56	+4.8%	COM	67103H107
TSLA	TESLA INC COM	92,863	$62.03M	0.3%	$182.61	+37.5%	COM	88160R101
ADP	AUTOMATIC DATA PROCESSING IN COM	326,817	$61.59M	0.3%	$142.92	+9.6%	COM	053015103
COST	COSTCO WHSL CORP NEW COM	173,258	$61.07M	0.3%	$347.39	-5.1%	COM	22160K105
T	AT T INC COM	2,014,025	$60.97M	0.3%	$13.04	+23.8%	COM	00206R102
UNP	UNION PAC CORP COM	276,203	$60.88M	0.3%	$118.37	+58.9%	COM	907818108
MCK	MCKESSON CORP COM	307,883	$60.05M	0.3%	$134.12	+32.2%	COM	58155Q103
AZO	AUTOZONE INC COM	42,667	$59.92M	0.3%	$908.28	+36.3%	COM	053332102
A	AGILENT TECHNOLOGIES INC COM	462,085	$58.75M	0.3%	$80.91	+47.9%	COM	00846U101
MAS	MASCO CORP COM	979,758	$58.69M	0.3%	$42.32	+20.8%	COM	574599106
LLY	LILLY ELI CO COM	303,857	$56.77M	0.2%	$113.32	+64.2%	COM	532457108
JCI	JOHNSON CTLS INTL PLC SHS	938,017	$55.97M	0.2%	$35.17	+42.1%	SHS	G51502105
DHR	DANAHER CORPORATION COM	248,334	$55.9M	0.2%	$77.27	+157.2%	COM	235851102
NKE	NIKE INC CL B	420,143	$55.83M	0.2%	$124.96	+3.7%	CLASS B	654106103
BBY	BEST BUY INC COM	481,854	$55.32M	0.2%	$61.05	+48.3%	COM	086516101
HUM	HUMANA INC COM	131,766	$55.24M	0.2%	$306.25	+24.5%	COM	444859102
ABBV	ABBVIE INC COM	506,207	$54.78M	0.2%	$58.30	+52.5%	COM	00287Y109
ITRI	ITRON INC COM	616,489	$54.65M	0.2%	$71.29	+38.7%	COM	465741106
BAC	BK OF AMERICA CORP COM	1,407,180	$54.44M	0.2%	$25.17	+21.7%	COM	060505104
NUE	NUCOR CORP COM	671,509	$53.9M	0.2%	$51.22	+9.5%	COM	670346105
CTSH	COGNIZANT TECHNOLOGY SOLUTIO CL A	684,345	$53.46M	0.2%	$64.60	+10.9%	CLASS A	192446102
MCD	MCDONALDS CORP COM	238,513	$53.46M	0.2%	$192.62	-0.7%	COM	580135101
EMR	EMERSON ELEC CO COM	587,404	$53M	0.2%	$57.74	+34.8%	COM	291011104
ALL	ALLSTATE CORP COM	458,476	$52.68M	0.2%	$74.97	+30.3%	COM	020002101
CDNS	CADENCE DESIGN SYSTEM INC COM	382,815	$52.44M	0.2%	$68.76	+95.1%	COM	127387108
CTVA	CORTEVA INC COM	1,115,667	$52.01M	0.2%	$27.72	+51.2%	COM	22052L104
—	TE CONNECTIVITY LTD REG SHS	395,850	$51.11M	0.2%	$77.38	—	SHS	H84989104
KEYS	KEYSIGHT TECHNOLOGIES INC COM	341,972	$49.04M	0.2%	$98.22	+44.4%	COM	49338L103
AMGN	AMGEN INC COM	192,199	$47.82M	0.2%	$127.70	+60.3%	COM	031162100
AMP	AMERIPRISE FINL INC COM	205,298	$47.72M	0.2%	$133.95	+49.9%	COM	03076C106
PCAR	PACCAR INC COM	512,098	$47.58M	0.2%	$30.60	+69.9%	COM	693718108
PAYX	PAYCHEX INC COM	482,791	$47.32M	0.2%	$69.38	+15.9%	COM	704326107
AON	AON PLC SHS CL A	204,892	$47.15M	0.2%	$178.56	+19.0%	CLASS A	G0403H108
BALL	BALL CORP COM	546,805	$46.34M	0.2%	$85.73	-4.0%	COM	058498106
GWW	GRAINGER W W INC COM	114,258	$45.81M	0.2%	$326.30	+12.4%	COM	384802104
BMY	BRISTOL-MYERS SQUIBB CO COM	725,322	$45.79M	0.2%	$36.50	+39.8%	COM	110122108
MSI	MOTOROLA SOLUTIONS INC COM NEW	243,470	$45.78M	0.2%	$98.37	+70.9%	COM	620076307
KMB	KIMBERLY-CLARK CORP COM	327,959	$45.6M	0.2%	$81.86	+35.4%	COM	494368103
GNTX	GENTEX CORP COM	1,273,738	$45.43M	0.2%	$31.81	+11.7%	COM	371901109
EXC	EXELON CORP COM	1,032,673	$45.17M	0.2%	$20.03	+26.1%	COM	30161N101
WAT	WATERS CORP COM	158,890	$45.15M	0.2%	$200.03	+36.5%	COM	941848103
CAT	CATERPILLAR INC COM	193,905	$44.96M	0.2%	$106.19	+78.1%	COM	149123101
HSY	HERSHEY CO COM	284,131	$44.94M	0.2%	$99.88	+34.2%	COM	427866108
—	SEAGATE TECHNOLOGY PLC SHS	582,997	$44.74M	0.2%	$48.80	—	SHS	G7945M107
DOV	DOVER CORP COM	316,947	$43.46M	0.2%	$110.24	+8.5%	COM	260003108
CBRE	CBRE GROUP INC CL A	548,254	$43.37M	0.2%	$53.71	+31.7%	CLASS A	12504L109
FAST	FASTENAL CO COM	859,908	$43.24M	0.2%	$20.82	+2.2%	COM	311900104
MTD	METTLER TOLEDO INTERNATIONAL COM	37,045	$42.81M	0.2%	$1013.58	+14.3%	COM	592688105
GRMN	GARMIN LTD SHS	324,181	$42.74M	0.2%	$101.77	+9.8%	SHS	H2906T109
DGX	QUEST DIAGNOSTICS INC COM	332,717	$42.7M	0.2%	$70.91	+58.1%	COM	74834L100
CI	CIGNA CORP NEW COM	174,019	$42.07M	0.2%	$185.28	+10.2%	COM	125523100
OTIS	OTIS WORLDWIDE CORP COM	612,963	$41.96M	0.2%	$60.23	+0.8%	COM	68902V107
PPG	PPG INDS INC COM	277,155	$41.65M	0.2%	$101.54	+28.1%	COM	693506107
NTAP	NETAPP INC COM	572,766	$41.62M	0.2%	$37.80	+57.9%	COM	64110D104
CDW	CDW CORP COM	249,129	$41.29M	0.2%	$95.10	+48.0%	COM	12514G108
CSX	CSX CORP COM	428,210	$41.29M	0.2%	$23.72	+20.5%	COM	126408103
CHRW	C H ROBINSON WORLDWIDE INC COM NEW	432,378	$41.26M	0.2%	$78.97	+5.2%	COM	12541W209
SNA	SNAP ON INC COM	178,342	$41.15M	0.2%	$132.82	+30.8%	COM	833034101
PHM	PULTE GROUP INC COM	783,180	$41.07M	0.2%	$27.62	+61.1%	COM	745867101
—	STORE CAP CORP COM	1,219,422	$40.85M	0.2%	$33.50	—	COM	862121100
—	CERNER CORP COM	561,643	$40.37M	0.2%	$72.02	—	COM	156782104
MMM	3M CO COM	209,222	$40.31M	0.2%	$110.37	+13.3%	COM	88579Y101
PSA	PUBLIC STORAGE COM	160,606	$39.63M	0.2%	$172.29	+9.3%	COM	74460D109
AVY	AVERY DENNISON CORP COM	215,004	$39.48M	0.2%	$84.10	+87.0%	CLASS B	053611109
ARW	ARROW ELECTRS INC COM	355,966	$39.45M	0.2%	$70.95	+46.5%	COM	042735100
GS	GOLDMAN SACHS GROUP INC COM	120,303	$39.34M	0.2%	$184.75	+49.9%	COM	38141G104
NVDA	NVIDIA CORPORATION COM	73,285	$39.13M	0.2%	$13.38	+0.2%	COM	67066G104
AFL	AFLAC INC COM	764,493	$39.13M	0.2%	$35.05	+22.3%	COM	001055102
ELV	ANTHEM INC COM	108,469	$38.94M	0.2%	$248.95	+20.8%	COM	036752103
CE	CELANESE CORP DEL COM	258,609	$38.74M	0.2%	$72.36	+74.5%	COM	150870103
ZTS	ZOETIS INC CL A	245,106	$38.6M	0.2%	$144.16	+5.2%	CLASS A	98978V103
HOLX	HOLOGIC INC COM	513,826	$38.22M	0.2%	$48.24	+57.4%	COM	436440101
DG	DOLLAR GEN CORP NEW COM	187,711	$38.03M	0.2%	$177.77	+3.8%	COM	256677105
STE	STERIS PLC SHS USD	198,336	$37.78M	0.2%	$142.67	+24.6%	SHS	G8473T100
ROK	ROCKWELL AUTOMATION INC COM	141,899	$37.67M	0.2%	$199.05	+17.9%	COM	773903109
PEG	PUBLIC SVC ENTERPRISE GRP IN COM	623,638	$37.55M	0.2%	$44.31	+10.4%	COM	744573106
YUM	YUM BRANDS INC COM	346,048	$37.44M	0.2%	$94.85	+1.9%	COM	988498101
NDAQ	NASDAQ INC COM	253,584	$37.39M	0.2%	$24.77	+79.2%	COM	631103108
SYK	STRYKER CORPORATION COM	152,988	$37.27M	0.2%	$194.19	+17.3%	COM	863667101
—	KANSAS CITY SOUTHERN COM NEW	141,064	$37.23M	0.2%	$96.37	—	COM	485170302
CMCSA	COMCAST CORP NEW CL A	687,431	$37.2M	0.2%	$27.90	+65.4%	CLASS A	20030N101
COR	AMERISOURCEBERGEN CORP COM	314,662	$37.15M	0.2%	$72.82	+35.0%	COM	03073E105
SNPS	SYNOPSYS INC COM	143,808	$35.63M	0.2%	$159.95	+58.8%	COM	871607107
GILD	GILEAD SCIENCES INC COM	549,948	$35.54M	0.2%	$59.28	-10.0%	COM	375558103
AGRO	ADECOAGRO S A COM	4,500,000	$35.37M	0.2%	$7.52	-4.6%	COM	L00849106
JBHT	HUNT J B TRANS SVCS INC COM	209,869	$35.27M	0.2%	$103.01	+39.7%	COM	445658107
TSCO	TRACTOR SUPPLY CO COM	195,814	$34.67M	0.1%	$23.25	+26.7%	COM	892356106
RHI	ROBERT HALF INTL INC COM	432,058	$33.73M	0.1%	$51.47	+40.8%	COM	770323103
FDX	FEDEX CORP COM	118,374	$33.62M	0.1%	$244.75	-4.3%	COM	31428X106
VRSN	VERISIGN INC COM	168,785	$33.55M	0.1%	$197.34	-1.3%	COM	92343E102
—	MAXIM INTEGRATED PRODS INC COM	366,646	$33.5M	0.1%	$89.66	—	COM	57772K101
DVA	DAVITA INC COM	309,351	$33.34M	0.1%	$80.36	+38.3%	COM	23918K108
HAIN	HAIN CELESTIAL GROUP INC COM	753,955	$32.87M	0.1%	$30.04	+41.4%	COM	405217100
BR	BROADRIDGE FINL SOLUTIONS IN COM	205,981	$31.54M	0.1%	$106.92	+27.2%	COM	11133T103
DOX	AMDOCS LTD SHS	436,514	$30.62M	0.1%	$37.44	+81.9%	SHS	G02602103
—	CITRIX SYS INC COM	217,036	$30.46M	0.1%	$77.26	—	COM	177376100
MAA	MID-AMER APT CMNTYS INC COM	207,748	$29.99M	0.1%	$108.48	+6.2%	COM	59522J103
HSIC	HENRY SCHEIN INC COM	432,413	$29.94M	0.1%	$63.39	+6.7%	COM	806407102
ECL	ECOLAB INC COM	138,121	$29.57M	0.1%	$137.48	+46.6%	COM	278865100
ICE	INTERCONTINENTAL EXCHANGE IN COM	264,207	$29.51M	0.1%	$75.81	+40.4%	COM	45866F104
TRV	TRAVELERS COMPANIES INC COM	195,885	$29.46M	0.1%	$95.32	+39.7%	COM	89417E109
BAX	BAXTER INTL INC COM	344,815	$29.08M	0.1%	$74.66	-4.3%	COM	071813109
PGR	PROGRESSIVE CORP COM	302,467	$28.92M	0.1%	$80.63	+0.5%	COM	743315103
ZBRA	ZEBRA TECHNOLOGIES CORPORATI CL A	58,687	$28.47M	0.1%	$359.08	+24.2%	CLASS A	989207105
CAH	CARDINAL HEALTH INC COM	465,321	$28.27M	0.1%	$44.41	+10.2%	COM	14149Y108
—	LAM RESEARCH CORP COM	47,329	$28.17M	0.1%	$511.31	—	COM	512807108
HCA	HCA HEALTHCARE INC COM	148,709	$28.01M	0.1%	$121.05	+39.6%	COM	40412C101
BRO	BROWN BROWN INC COM	606,022	$27.7M	0.1%	$26.72	+66.3%	COM	115236101
EBAY	EBAY INC. COM	447,736	$27.42M	0.1%	$26.22	+102.9%	COM	278642103
TTWO	TAKE-TWO INTERACTIVE SOFTWAR COM	155,030	$27.39M	0.1%	$130.78	+44.9%	COM	874054109
TER	TERADYNE INC COM	223,841	$27.24M	0.1%	$110.03	+11.9%	COM	880770102
WHR	WHIRLPOOL CORP COM	122,467	$26.99M	0.1%	$192.73	+3.0%	COM	963320106
JEF	JEFFERIES FINL GROUP INC COM	863,255	$25.98M	0.1%	$15.53	+50.7%	COM	47233W109
EA	ELECTRONIC ARTS INC COM	190,711	$25.82M	0.1%	$104.01	+29.7%	COM	285512109
C	CITIGROUP INC COM NEW	353,237	$25.7M	0.1%	$52.27	+7.5%	COM	172967424
ODFL	OLD DOMINION FREIGHT LINE IN COM	106,211	$25.53M	0.1%	$97.53	+7.5%	COM	679580100
NEE	NEXTERA ENERGY INC COM	337,483	$25.52M	0.1%	$66.33	+3.7%	COM	65339F101
APH	AMPHENOL CORP NEW CL A	384,010	$25.33M	0.1%	$30.54	+1.6%	CLASS A	032095101
AYI	ACUITY BRANDS INC COM	152,391	$25.14M	0.1%	$86.44	+45.5%	COM	00508Y102
IDXX	IDEXX LABS INC COM	51,280	$25.09M	0.1%	$468.82	+6.9%	COM	45168D104
ADSK	AUTODESK INC COM	90,505	$25.08M	0.1%	$271.08	+6.4%	COM	052769106
SEE	SEALED AIR CORP NEW COM	536,610	$24.59M	0.1%	$33.49	+21.6%	COM	81211K100
GL	GLOBE LIFE INC COM	253,709	$24.52M	0.1%	$86.06	+6.9%	COM	37959E102
FBIN	FORTUNE BRANDS HOME SEC IN COM	255,542	$24.49M	0.1%	$62.37	+12.5%	COM	34964C106
VOYA	VOYA FINANCIAL INC COM	364,494	$23.2M	0.1%	$50.14	+9.7%	COM	929089100
MNST	MONSTER BEVERAGE CORP NEW COM	250,991	$22.86M	0.1%	$42.98	+4.2%	COM	61174X109
WM	WASTE MGMT INC DEL COM	177,004	$22.84M	0.1%	$38.19	+183.2%	COM	94106L109
JAZZ	JAZZ PHARMACEUTICALS PLC SHS USD	138,113	$22.7M	0.1%	$137.36	+19.8%	SHS	G50871105
F	FORD MTR CO DEL COM	1,837,915	$22.51M	0.1%	$6.35	+36.7%	COM	345370860
—	CDK GLOBAL INC COM	402,378	$21.75M	0.1%	$50.68	—	COM	12508E101
AAP	ADVANCE AUTO PARTS INC COM	117,858	$21.63M	0.1%	$138.03	+8.0%	COM	00751Y106
INTU	INTUIT COM	56,206	$21.53M	0.1%	$259.21	+44.2%	COM	461202103
PNR	PENTAIR PLC SHS	343,482	$21.41M	0.1%	$48.52	+11.0%	SHS	G7S00T104
INCY	INCYTE CORP COM	263,000	$21.37M	0.1%	$79.75	+7.0%	COM	45337C102
KO	COCA COLA CO COM	403,590	$21.27M	0.1%	$44.99	-3.6%	COM	191216100
PKG	PACKAGING CORP AMER COM	157,968	$21.24M	0.1%	$90.90	+29.4%	COM	695156109
SEIC	SEI INVTS CO COM	347,189	$21.15M	0.1%	$54.61	+0.4%	COM	784117103
NSC	NORFOLK SOUTHN CORP COM	78,413	$21.05M	0.1%	$161.84	+41.4%	COM	655844108
XYL	XYLEM INC COM	200,067	$21.04M	0.1%	$40.60	+136.0%	COM	98419M100
WU	WESTERN UN CO COM	845,657	$20.85M	0.1%	$18.77	—	COM	959802109
RSG	REPUBLIC SVCS INC COM	208,851	$20.75M	0.1%	$46.47	+89.1%	COM	760759100
AMD	ADVANCED MICRO DEVICES INC COM	262,326	$20.59M	0.1%	$86.20	-0.1%	COM	007903107
BK	BANK NEW YORK MELLON CORP COM	427,446	$20.21M	0.1%	$31.18	+22.8%	COM	064058100
CPRT	COPART INC COM	185,850	$20.18M	0.1%	$29.14	-3.3%	COM	217204106
ALGN	ALIGN TECHNOLOGY INC COM	37,131	$20.11M	0.1%	$483.65	+14.3%	COM	016255101
LEN	LENNAR CORP CL A	197,313	$19.97M	0.1%	$71.40	+9.8%	CLASS A	526057104
LDOS	LEIDOS HOLDINGS INC COM	206,508	$19.88M	0.1%	$81.56	+16.2%	COM	525327102
HST	HOST HOTELS RESORTS INC COM	1,175,422	$19.81M	0.1%	$10.42	+24.0%	COM	44107P104
—	SIRIUS XM HOLDINGS INC COM	3,216,124	$19.59M	0.1%	$5.87	—	COM	82968B103
ALLE	ALLEGION PLC ORD SHS	154,916	$19.46M	0.1%	$89.92	+20.4%	SHS	G0176J109
ALV	AUTOLIV INC COM	208,043	$19.31M	0.1%	$78.17	+4.2%	COM	052800109
LBTYAUSD	LIBERTY GLOBAL PLC SHS CL A	751,650	$19.2M	0.1%	$18.53	—	CLASS A	G5480U104
EG	EVEREST RE GROUP LTD COM	76,693	$19M	0.1%	$190.54	+13.7%	COM	G3223R108
MAN	MANPOWERGROUP INC COM	191,578	$18.95M	0.1%	$106.97	-10.6%	COM	56418H100
—	FLEETCOR TECHNOLOGIES INC COM	70,446	$18.92M	0.1%	$278.06	—	COM	339041105
FFIV	F5 NETWORKS INC COM	89,549	$18.68M	0.1%	$134.51	+46.4%	COM	315616102
TEVA	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS	1,613,034	$18.61M	0.1%	$31.76	—	ADS	881624209
HIG	HARTFORD FINL SVCS GROUP INC COM	277,284	$18.52M	0.1%	$41.96	+16.5%	COM	416515104
—	XILINX INC COM	143,370	$17.76M	0.1%	$132.62	—	COM	983919101
MET	METLIFE INC COM	290,963	$17.69M	0.1%	$32.28	+47.5%	COM	59156R108
ALLY	ALLY FINL INC COM	388,827	$17.58M	0.1%	$26.47	+34.3%	COM	02005N100
NVR	NVR INC COM	3,502	$16.5M	0.1%	$4210.22	+6.6%	COM	62944T105
DHI	D R HORTON INC COM	183,852	$16.39M	0.1%	$70.14	+6.3%	COM	23331A109
BWA	BORGWARNER INC COM	350,747	$16.26M	0.1%	$31.93	+13.7%	COM	099724106
SYF	SYNCHRONY FINANCIAL COM	397,067	$16.14M	0.1%	$27.33	+26.3%	COM	87165B103
DPZ	DOMINOS PIZZA INC COM	43,143	$15.87M	0.1%	$351.27	-1.3%	COM	25754A201
NOW	SERVICENOW INC COM	31,643	$15.82M	0.1%	$104.74	+0.8%	COM	81762P102
FOXA	FOX CORP CL A COM	429,644	$15.51M	0.1%	$30.45	+7.9%	COM	35137L105
FDS	FACTSET RESH SYS INC COM	49,813	$15.37M	0.1%	$311.04	-2.9%	COM	303075105
CHKP	CHECK POINT SOFTWARE TECH LT ORD	137,005	$15.34M	0.1%	$86.10	+39.9%	ORD	M22465104
SJM	SMUCKER J M CO COM NEW	120,852	$15.29M	0.1%	$93.42	+7.6%	COM	832696405
SWKS	SKYWORKS SOLUTIONS INC COM	81,867	$15.02M	0.1%	$133.47	+14.6%	COM	83088M102
XPO	XPO LOGISTICS INC COM	119,270	$14.71M	0.1%	$37.94	+9.3%	COM	983793100
NWSA	NEWS CORP NEW CL A	578,091	$14.7M	0.1%	$13.68	+56.8%	CLASS A	65249B109
—	DISCOVER FINL SVCS COM	148,545	$14.11M	0.1%	$90.53	—	COM	254709108
—	ALEXION PHARMACEUTICALS INC COM	90,762	$13.88M	0.1%	$112.75	—	COM	015351109
CTAS	CINTAS CORP COM	40,363	$13.78M	0.1%	$61.76	+31.0%	COM	172908105
EW	EDWARDS LIFESCIENCES CORP COM	163,377	$13.66M	0.1%	$83.20	+1.6%	COM	28176E108
STT	STATE STR CORP COM	156,062	$13.11M	0.1%	$65.64	+0.6%	COM	857477103
IEX	IDEX CORP COM	61,517	$12.88M	0.1%	$180.06	+3.8%	COM	45167R104
—	JUNIPER NETWORKS INC COM	496,524	$12.58M	0.1%	$25.86	—	COM	48203R104
IRM	IRON MTN INC NEW COM	339,774	$12.57M	0.1%	$22.07	+23.3%	COM	46284V101
MSCI	MSCI INC COM	29,407	$12.33M	0.1%	$380.06	+5.1%	COM	55354G100
AXP	AMERICAN EXPRESS CO COM	86,031	$12.17M	0.1%	$103.86	+19.7%	COM	025816109
MCO	MOODYS CORP COM	40,248	$12.02M	0.1%	$268.76	+0.6%	COM	615369105
—	ABIOMED INC COM	37,340	$11.9M	0.1%	$322.66	—	COM	003654100
GPC	GENUINE PARTS CO COM	101,711	$11.76M	0.1%	$86.02	+8.2%	COM	372460105
INGR	INGREDION INC COM	130,252	$11.71M	0.1%	$117.24	-27.1%	COM	457187102
MWA	MUELLER WTR PRODS INC COM SER A	841,702	$11.69M	0.1%	$12.02	0.0%	COM	624758108
GLW	CORNING INC COM	267,770	$11.65M	0.1%	$31.43	+6.9%	COM	219350105
HRB	BLOCK H R INC COM	534,259	$11.65M	0.1%	$20.29	-20.9%	COM	093671105
GIS	GENERAL MLS INC COM	189,800	$11.64M	0.1%	$37.95	+29.0%	COM	370334104
PH	PARKER-HANNIFIN CORP COM	35,989	$11.35M	0.0%	$243.83	+11.0%	COM	701094104
NI	NISOURCE INC COM	462,127	$11.14M	0.0%	$21.64	-11.5%	COM	65473P105
NEM	NEWMONT CORP COM	183,267	$11.05M	0.0%	$51.63	-0.7%	COM	651639106
SBS	COMPANHIA DE SANEAMENTO BASI SPONSORED ADR	1,475,000	$10.81M	0.0%	$10.80	—	ADR	20441A102
OMC	OMNICOM GROUP INC COM	145,445	$10.79M	0.0%	$51.83	+12.1%	COM	681919106
FCX	FREEPORT-MCMORAN INC CL B	317,787	$10.46M	0.0%	$30.35	0.0%	CLASS B	35671D857
QRVO	QORVO INC COM	56,300	$10.29M	0.0%	$133.13	+31.9%	COM	74736K101
—	CIM COML TR CORP COM NEW	783,614	$10.1M	0.0%	$15.50	—	COM	125525584
—	IAC INTERACTIVECORP NEW COM	46,055	$9.962M	0.0%	$216.31	—	COM	44891N109
PYPL	PAYPAL HLDGS INC COM	40,823	$9.913M	0.0%	$163.87	+53.7%	COM	70450Y103
PII	POLARIS INC COM	73,143	$9.765M	0.0%	$109.74	+11.1%	COM	731068102
KR	KROGER CO COM	270,427	$9.733M	0.0%	$26.91	+14.5%	COM	501044101
VRSK	VERISK ANALYTICS INC COM	54,617	$9.65M	0.0%	$188.09	-5.7%	COM	92345Y106
ES	EVERSOURCE ENERGY COM	108,944	$9.433M	0.0%	$72.96	-3.7%	COM	30040W108
LKQ	LKQ CORP COM	213,708	$9.046M	0.0%	$31.65	+11.6%	COM	501889208
HAS	HASBRO INC COM	92,425	$8.884M	0.0%	$72.75	+7.4%	COM	418056107
—	LABORATORY CORP AMER HLDGS COM NEW	34,385	$8.769M	0.0%	$207.52	—	COM	50540R409
AJG	GALLAGHER ARTHUR J CO COM	69,543	$8.677M	0.0%	$107.78	+6.3%	COM	363576109
MRSH	MARSH MCLENNAN COS INC COM	69,635	$8.482M	0.0%	$105.23	+1.7%	COM	571748102
—	VEON LTD SPONSORED ADR	4,751,830	$8.411M	0.0%	$1.31	—	ADR	91822M106
FMC	FMC CORP COM NEW	75,907	$8.396M	0.0%	$94.78	-0.0%	COM	302491303
AME	AMETEK INC COM	61,359	$7.837M	0.0%	$114.34	+2.2%	COM	031100100
SWK	STANLEY BLACK DECKER INC COM	38,686	$7.724M	0.0%	$150.00	+2.6%	COM	854502101
CHD	CHURCH DWIGHT INC COM	88,028	$7.689M	0.0%	$68.10	+15.7%	COM	171340102
—	VMWARE INC CL A COM	49,443	$7.439M	0.0%	$143.67	—	COM	928563402
SBUX	STARBUCKS CORP COM	67,736	$7.402M	0.0%	$94.02	0.0%	COM	855244109
STLD	STEEL DYNAMICS INC COM	145,802	$7.401M	0.0%	$38.73	+0.6%	COM	858119100
TTD	THE TRADE DESK INC COM CL A	11,039	$7.194M	0.0%	$76.84	+0.6%	CLASS A	88339J105
MTCH	MATCH GROUP INC NEW COM	50,496	$6.937M	0.0%	$146.86	0.0%	COM	57667L107
CARR	CARRIER GLOBAL CORPORATION COM	160,695	$6.785M	0.0%	$33.81	+7.8%	COM	14448C104
ROL	ROLLINS INC COM	195,104	$6.715M	0.0%	$36.34	-7.3%	COM	775711104
—	COOPER COS INC COM NEW	16,725	$6.424M	0.0%	$279.44	—	COM	216648402
ETSY	ETSY INC COM	31,575	$6.368M	0.0%	$153.05	+36.8%	COM	29786A106
BIIB	BIOGEN INC COM	22,570	$6.314M	0.0%	$299.58	-10.0%	COM	09062X103
LEA	LEAR CORP COM NEW	34,812	$6.31M	0.0%	$136.80	+10.2%	COM	521865204
AGNC	AGNC INVT CORP COM	361,248	$6.055M	0.0%	$15.60	—	COM	00123Q104
MS	MORGAN STANLEY COM NEW	71,203	$5.53M	0.0%	$38.01	+72.5%	COM	617446448
XRAY	DENTSPLY SIRONA INC COM	83,213	$5.31M	0.0%	$42.29	+37.2%	COM	24906P109
—	KELLOGG CO COM	82,270	$5.208M	0.0%	$49.91	-5.8%	COM	487836108
RMD	RESMED INC COM	26,468	$5.135M	0.0%	$191.59	+0.4%	COM	761152107
AVGO	BROADCOM INC COM	11,035	$5.116M	0.0%	$41.65	0.0%	COM	11135F101
—	APTIV PLC SHS	36,318	$5.008M	0.0%	$136.32	—	SHS	G6095L109
DOW	DOW INC COM	75,658	$4.838M	0.0%	$45.81	0.0%	COM	260557103
ED	CONSOLIDATED EDISON INC COM	63,838	$4.775M	0.0%	$62.17	-4.9%	COM	209115104
DLTR	DOLLAR TREE INC COM	40,174	$4.598M	0.0%	$94.09	+14.2%	COM	256746108
D	DOMINION ENERGY INC COM	60,348	$4.584M	0.0%	$63.42	-7.8%	COM	25746U109
USB	US BANCORP DEL COM NEW	81,437	$4.504M	0.0%	$33.86	+19.1%	COM	902973304
CMS	CMS ENERGY CORP COM	70,076	$4.29M	0.0%	$53.48	-7.4%	COM	125896100
FNF	FIDELITY NATIONAL FINANCIAL FNF GROUP COM	105,227	$4.279M	0.0%	$26.52	+13.8%	COM	31620R303
UHS	UNIVERSAL HLTH SVCS INC CL B	31,753	$4.236M	0.0%	$126.43	+2.2%	CLASS B	913903100
—	DUKE REALTY CORP COM NEW	100,329	$4.207M	0.0%	$39.97	—	COM	264411505
COF	CAPITAL ONE FINL CORP COM	33,006	$4.199M	0.0%	$77.69	+38.9%	COM	14040H105
UDR	UDR INC COM	92,748	$4.068M	0.0%	$25.75	+34.0%	COM	902653104
W	WAYFAIR INC CL A	12,563	$3.954M	0.0%	$284.42	+3.7%	CLASS A	94419L101
OPTU	ALTICE USA INC CL A	120,023	$3.904M	0.0%	$34.00	+2.4%	CLASS A	02156K103
FITB	FIFTH THIRD BANCORP COM	102,053	$3.822M	0.0%	$22.97	+22.7%	COM	316773100
—	ARISTA NETWORKS INC COM	12,238	$3.695M	0.0%	$299.46	—	COM	040413106
—	BLACKROCK INC COM	4,891	$3.688M	0.0%	$736.59	—	COM	09247X101
MHK	MOHAWK INDS INC COM	18,224	$3.505M	0.0%	$166.65	0.0%	COM	608190104
DD	DUPONT DE NEMOURS INC COM	42,453	$3.281M	0.0%	$29.07	0.0%	COM	26614N102
PNC	PNC FINL SVCS GROUP INC COM	17,489	$3.068M	0.0%	$126.90	+9.2%	COM	693475105
WST	WEST PHARMACEUTICAL SVSC INC COM	10,856	$3.059M	0.0%	$282.45	+0.1%	COM	955306105
URI	UNITED RENTALS INC COM	8,697	$2.864M	0.0%	$250.48	+9.5%	COM	911363109
—	SANTANDER CONSUMER USA HLDGS COM	105,766	$2.862M	0.0%	$22.02	—	COM	80283M101
KMI	KINDER MORGAN INC DEL COM	156,683	$2.609M	0.0%	$11.56	0.0%	COM	49456B101
Z	ZILLOW GROUP INC CL C CAP STK	19,339	$2.541M	0.0%	$113.09	+31.2%	CLASS C	98954M200
TRMB	TRIMBLE INC COM	31,023	$2.413M	0.0%	$72.23	0.0%	COM	896239100
FICO	FAIR ISAAC CORP COM	4,149	$2.017M	0.0%	$469.31	+1.3%	COM	303250104
ALB	ALBEMARLE CORP COM	13,722	$2.005M	0.0%	$151.36	0.0%	COM	012653101
SBAC	SBA COMMUNICATIONS CORP NEW CL A	7,187	$1.995M	0.0%	$258.88	-4.5%	CLASS A	78410G104
EIX	EDISON INTL COM	33,951	$1.99M	0.0%	$47.10	0.0%	COM	281020107
WPC	WP CAREY INC COM	26,538	$1.878M	0.0%	$59.90	—	COM	92936U109
CNP	CENTERPOINT ENERGY INC COM	78,874	$1.786M	0.0%	$19.30	-2.6%	COM	15189T107
NWL	NEWELL BRANDS INC COM	64,639	$1.731M	0.0%	$15.57	+28.5%	COM	651229106
FTNT	FORTINET INC COM	9,124	$1.683M	0.0%	$27.85	+17.5%	COM	34959E109
CAG	CONAGRA BRANDS INC COM	43,698	$1.643M	0.0%	$28.39	0.0%	COM	205887102
FTV	FORTIVE CORP COM	22,921	$1.619M	0.0%	$50.32	+0.7%	COM	34959J108
FRCB	FIRST REP BK SAN FRANCISCO C COM	7,807	$1.302M	0.0%	$137.87	+16.0%	COM	33616C100
HAL	HALLIBURTON CO COM	53,823	$1.155M	0.0%	$19.14	0.0%	COM	406216101
NTRS	NORTHERN TR CORP COM	10,436	$1.097M	0.0%	$67.99	+24.2%	COM	665859104
CTRA	CABOT OIL GAS CORP COM	57,868	$1.087M	0.0%	$14.28	0.0%	COM	127097103
RF	REGIONS FINANCIAL CORP NEW COM	51,047	$1.055M	0.0%	$14.59	+10.0%	COM	7591EP100
ADI	ANALOG DEVICES INC COM	5,929	$919K	0.0%	$141.13	0.0%	COM	032654105
CPB	CAMPBELL SOUP CO COM	16,792	$844K	0.0%	$39.73	+1.8%	COM	134429109
MKTX	MARKETAXESS HLDGS INC COM	1,682	$838K	0.0%	$512.59	-1.9%	COM	57060D108
AKAM	AKAMAI TECHNOLOGIES INC COM	8,112	$827K	0.0%	$88.02	+17.3%	COM	00971T101
ATO	ATMOS ENERGY CORP COM	8,137	$804K	0.0%	$83.29	-3.3%	COM	049560105
—	SVB FINANCIAL GROUP COM	1,615	$797K	0.0%	$493.50	—	COM	78486Q101
NXPI	NXP SEMICONDUCTORS N V COM	3,064	$617K	0.0%	$167.49	0.0%	COM	N6596X109
CMG	CHIPOTLE MEXICAN GRILL INC COM	418	$594K	0.0%	$28.92	0.0%	COM	169656105
CFG	CITIZENS FINANCIAL GROUP INC COM	13,427	$593K	0.0%	$33.89	0.0%	COM	174610105
TFC	TRUIST FINL CORP COM	9,863	$575K	0.0%	$43.57	0.0%	COM	89832Q109
EMN	EASTMAN CHEM CO COM	4,288	$472K	0.0%	$91.30	0.0%	COM	277432100
KEY	KEYCORP COM	20,553	$411K	0.0%	$15.23	0.0%	COM	493267108
EPAM	EPAM SYS INC COM	992	$394K	0.0%	$347.64	+5.3%	COM	29414B104
KHC	KRAFT HEINZ CO COM	9,028	$361K	0.0%	$28.63	0.0%	COM	500754106
CNA	CNA FINL CORP COM	7,738	$345K	0.0%	$28.68	+5.1%	COM	126117100
—	DISCOVERY INC COM SER A	4,443	$193K	0.0%	$21.10	—	COM	25470F104
RJF	RAYMOND JAMES FINL INC COM	1,487	$182K	0.0%	$69.45	0.0%	COM	754730109
CVS	CVS HEALTH CORP COM	2,406	$181K	0.0%	$55.22	+12.8%	COM	126650100
SCCO	SOUTHERN COPPER CORP COM	2,361	$160K	0.0%	$55.36	0.0%	COM	84265V105