Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ITW	ILLINOIS TOOL WKS INC	96,604	$15.13M	3.0%	$136.85	0.0%	COM	452308109
MGM	MGM RESORTS INTERNATIONAL	338,779	$11.86M	2.3%	$33.68	0.0%	COM	552953101
—	CIGNA CORPORATION	59,453	$9.973M	2.0%	$168.38	—	COM	125509109
UAL	UNITED CONTL HLDGS INC	137,297	$9.538M	1.9%	$69.09	0.0%	COM	910047109
DXC	DXC TECHNOLOGY CO	93,662	$9.416M	1.8%	$83.42	0.0%	COM	23355L106
—	L3 TECHNOLOGIES INC	43,078	$8.96M	1.8%	$207.99	—	COM	502413107
EQIX	EQUINIX INC	20,937	$8.755M	1.7%	$361.54	0.0%	COM PAR $0.001	29444U700
LUV	SOUTHWEST AIRLS CO	137,153	$7.856M	1.5%	$54.07	+0.5%	COM	844741108
UNM	UNUM GROUP	161,590	$7.693M	1.5%	$52.25	0.0%	COM	91529Y106
CNP	CENTERPOINT ENERGY INC	267,526	$7.33M	1.4%	$21.46	0.0%	COM	15189T107
OC	OWENS CORNING NEW	89,622	$7.206M	1.4%	$87.14	0.0%	COM	690742101
ALB	ALBEMARLE CORP	76,981	$7.139M	1.4%	$98.71	0.0%	COM	012653101
SPY	SPDR S&P 500 ETF TR	26,985	$7.101M	1.4%	$251.21	—	TR UNIT	78462F103
—	ANDEAVOR	70,257	$7.065M	1.4%	$100.56	—	COM	03349M105
FMC	F M C CORP	80,590	$6.171M	1.2%	$60.69	0.0%	COM NEW	302491303
CNI	CANADIAN NATL RY CO	83,769	$6.126M	1.2%	$66.69	0.0%	COM	136375102
DLR	DIGITAL RLTY TR INC	55,047	$5.801M	1.1%	$80.05	0.0%	COM	253868103
EWY	ISHARES INC	73,303	$5.531M	1.1%	$75.45	—	MSCI STH KOR ETF	464286772
PM	PHILIP MORRIS INTL INC	55,210	$5.488M	1.1%	$68.70	0.0%	COM	718172109
EW	EDWARDS LIFESCIENCES CORP	39,274	$5.48M	1.1%	$43.43	0.0%	COM	28176E108
AEM	AGNICO EAGLE MINES LTD	130,024	$5.47M	1.1%	$36.84	0.0%	COM	008474108
BFH	ALLIANCE DATA SYSTEMS CORP	25,458	$5.419M	1.1%	$170.90	0.0%	COM	018581108
—	POWERSHARES QQQ TRUST	31,747	$5.084M	1.0%	$136.18	—	UNIT SER 1	73935A104
CSX	CSX CORP	86,057	$4.794M	0.9%	$16.81	0.0%	COM	126408103
WM	WASTE MGMT INC DEL	56,864	$4.783M	0.9%	$74.90	0.0%	COM	94106L109
DAL	DELTA AIR LINES INC DEL	83,784	$4.592M	0.9%	$50.74	0.0%	COM NEW	247361702
UPRO	PROSHARES TR	34,166	$4.467M	0.9%	$119.84	—	ULTRPRO S&P500	74347X864
IRM	IRON MTN INC NEW	135,228	$4.444M	0.9%	$21.76	0.0%	COM	46284V101
DB	DEUTSCHE BANK AG	314,321	$4.394M	0.9%	$14.71	0.0%	NAMEN AKT	D18190898
TSN	TYSON FOODS INC	59,865	$4.382M	0.9%	$61.52	0.0%	CL A	902494103
QCOM	QUALCOMM INC	79,022	$4.379M	0.9%	$51.91	0.0%	COM	747525103
MAR	MARRIOTT INTL INC NEW	31,919	$4.34M	0.9%	$127.27	+3.1%	CL A	571903202
XEL	XCEL ENERGY INC	94,733	$4.308M	0.8%	$34.80	+0.4%	COM	98389B100
F	FORD MTR CO DEL	387,010	$4.288M	0.8%	$7.48	0.0%	COM PAR $0.01	345370860
SWK	STANLEY BLACK & DECKER INC	27,350	$4.19M	0.8%	$130.20	0.0%	COM	854502101
CMS	CMS ENERGY CORP	92,332	$4.182M	0.8%	$34.73	0.0%	COM	125896100
PBR	PETROLEO BRASILEIRO SA PETRO	294,411	$4.163M	0.8%	$14.14	—	SPONSORED ADR	71654V408
A	AGILENT TECHNOLOGIES INC	61,685	$4.127M	0.8%	$66.14	0.0%	COM	00846U101
—	CERNER CORP	70,354	$4.081M	0.8%	$58.01	—	COM	156782104
MCD	MCDONALDS CORP	25,995	$4.065M	0.8%	$125.12	+9.2%	COM	580135101
TOL	TOLL BROTHERS INC	88,626	$3.833M	0.8%	$46.96	0.0%	COM	889478103
PFG	PRINCIPAL FINL GROUP INC	62,240	$3.791M	0.7%	$48.41	0.0%	COM	74251V102
—	WELLCARE HEALTH PLANS INC	19,475	$3.771M	0.7%	$193.63	—	COM	94946T106
WEC	WEC ENERGY GROUP INC	59,322	$3.719M	0.7%	$47.83	+0.8%	COM	92939U106
TLT	ISHARES TR	29,613	$3.61M	0.7%	$123.04	—	20 YR TR BD ETF	464287432
—	GUESS INC	170,934	$3.545M	0.7%	$20.74	—	COM	401617105
JBHT	HUNT J B TRANS SVCS INC	29,954	$3.509M	0.7%	$111.28	0.0%	COM	445658107
ED	CONSOLIDATED EDISON INC	44,698	$3.484M	0.7%	$58.47	0.0%	COM	209115104
TECK	TECK RESOURCES LTD	133,055	$3.427M	0.7%	$28.18	0.0%	CL B	878742204
RY	ROYAL BK CDA MONTREAL QUE	43,659	$3.374M	0.7%	$81.18	0.0%	COM	780087102
AEE	AMEREN CORP	59,178	$3.351M	0.7%	$44.14	0.0%	COM	023608102
CNX	CNX RESOURCES CORPORATION	217,063	$3.349M	0.7%	$14.93	0.0%	COM	12653C108
DTE	DTE ENERGY CO	30,756	$3.211M	0.6%	$67.23	0.0%	COM	233331107
—	WYNDHAM WORLDWIDE CORP	27,448	$3.141M	0.6%	$111.85	—	COM	98310W108
TXT	TEXTRON INC	52,630	$3.104M	0.6%	$58.18	0.0%	COM	883203101
EWG	ISHARES INC	95,210	$3.051M	0.6%	$32.04	—	MSCI GERMANY ETF	464286806
AEP	AMERICAN ELEC PWR INC	43,055	$2.953M	0.6%	$50.98	0.0%	COM	025537101
CE	CELANESE CORP DEL	29,288	$2.935M	0.6%	$90.60	0.0%	COM SER A	150870103
MET	METLIFE INC	60,503	$2.776M	0.5%	$37.04	0.0%	COM	59156R108
DHI	D R HORTON INC	62,268	$2.73M	0.5%	$42.78	0.0%	COM	23331A109
BEN	FRANKLIN RES INC	76,937	$2.668M	0.5%	$26.18	0.0%	COM	354613101
MHK	MOHAWK INDS INC	11,488	$2.668M	0.5%	$257.62	0.0%	COM	608190104
BIIB	BIOGEN INC	9,670	$2.648M	0.5%	$310.41	0.0%	COM	09062X103
DLTR	DOLLAR TREE INC	26,996	$2.562M	0.5%	$104.83	0.0%	COM	256746108
SCHW	SCHWAB CHARLES CORP NEW	48,844	$2.551M	0.5%	$48.14	0.0%	COM	808513105
—	HOLLYFRONTIER CORP	51,933	$2.537M	0.5%	$48.85	—	COM	436106108
NSC	NORFOLK SOUTHERN CORP	18,661	$2.534M	0.5%	$122.67	0.0%	COM	655844108
ES	EVERSOURCE ENERGY	42,487	$2.503M	0.5%	$44.88	0.0%	COM	30040W108
CTRA	CABOT OIL & GAS CORP	104,116	$2.497M	0.5%	$18.91	0.0%	COM	127097103
IVZ	INVESCO LTD	77,258	$2.473M	0.5%	$23.62	0.0%	SHS	G491BT108
—	ENDO INTL PLC	413,584	$2.457M	0.5%	$5.94	—	SHS	G30401106
—	L BRANDS INC	64,058	$2.448M	0.5%	$38.22	—	COM	501797104
PH	PARKER HANNIFIN CORP	14,174	$2.424M	0.5%	$168.05	0.0%	COM	701094104
ROK	ROCKWELL AUTOMATION INC	13,622	$2.373M	0.5%	$163.88	0.0%	COM	773903109
MO	ALTRIA GROUP INC	37,954	$2.365M	0.5%	$36.77	-0.5%	COM	02209S103
ELV	ANTHEM INC	10,601	$2.329M	0.5%	$200.51	+5.6%	COM	036752103
BBY	BEST BUY INC	32,850	$2.299M	0.5%	$53.63	0.0%	COM	086516101
V	VISA INC	19,125	$2.288M	0.4%	$83.24	+37.9%	COM CL A	92826C839
SO	SOUTHERN CO	50,101	$2.238M	0.4%	$32.15	0.0%	COM	842587107
SHW	SHERWIN WILLIAMS CO	5,573	$2.185M	0.4%	$119.35	+6.5%	COM	824348106
FXI	ISHARES TR	45,857	$2.166M	0.4%	$47.23	—	CHINA LG-CAP ETF	464287184
EIX	EDISON INTL	33,913	$2.159M	0.4%	$43.79	0.0%	COM	281020107
—	ANSYS INC	13,757	$2.156M	0.4%	$156.72	—	COM	03662Q105
TRMB	TRIMBLE INC	57,815	$2.074M	0.4%	$40.29	0.0%	COM	896239100
AVB	AVALONBAY CMNTYS INC	12,553	$2.064M	0.4%	$124.68	0.0%	COM	053484101
KBR	KBR INC	126,995	$2.056M	0.4%	$16.40	0.0%	COM	48242W106
UNH	UNITEDHEALTH GROUP INC	9,474	$2.027M	0.4%	$162.89	+23.5%	COM	91324P102
DUK	DUKE ENERGY CORP NEW	25,998	$2.014M	0.4%	$56.05	0.0%	COM NEW	26441C204
AMZN	AMAZON COM INC	1,380	$1.997M	0.4%	$71.51	0.0%	COM	023135106
—	U S G CORP	47,958	$1.938M	0.4%	$40.41	—	COM NEW	903293405
BIGGQ	BIG LOTS INC	43,668	$1.901M	0.4%	$44.04	0.0%	COM	089302103
RCL	ROYAL CARIBBEAN CRUISES LTD	16,048	$1.889M	0.4%	$117.41	0.0%	COM	V7780T103
MTD	METTLER TOLEDO INTERNATIONAL	3,217	$1.85M	0.4%	$586.63	+7.2%	COM	592688105
PHM	PULTE GROUP INC	62,193	$1.834M	0.4%	$28.40	0.0%	COM	745867101
—	LAM RESEARCH CORP	8,961	$1.821M	0.4%	$198.39	—	COM	512807108
AMP	AMERIPRISE FINL INC	12,246	$1.812M	0.4%	$139.94	0.0%	COM	03076C106
META	FACEBOOK INC	11,147	$1.781M	0.3%	$145.64	+22.4%	CL A	30303M102
PYPL	PAYPAL HLDGS INC	23,391	$1.775M	0.3%	$79.13	0.0%	COM	70450Y103
—	SPRINT CORP	362,671	$1.77M	0.3%	$4.88	—	COM SER 1	85207U105
—	WEIGHT WATCHERS INTL INC NEW	27,752	$1.768M	0.3%	$63.71	—	COM	948626106
ETR	ENTERGY CORP NEW	22,357	$1.761M	0.3%	$28.84	0.0%	COM	29364G103
VRSN	VERISIGN INC	14,642	$1.736M	0.3%	$113.84	+0.9%	COM	92343E102
—	BARRICK GOLD CORP	136,596	$1.701M	0.3%	$12.45	—	COM	067901108
MLM	MARTIN MARIETTA MATLS INC	8,144	$1.688M	0.3%	$204.42	0.0%	COM	573284106
MS	MORGAN STANLEY	31,225	$1.685M	0.3%	$43.68	0.0%	COM NEW	617446448
—	FOOT LOCKER INC	37,009	$1.685M	0.3%	$45.53	—	COM	344849104
TNA	DIREXION SHS ETF TR	24,721	$1.665M	0.3%	$67.35	—	DLY SMCAP BULL3X	25459W847
—	CIMAREX ENERGY CO	17,485	$1.635M	0.3%	$93.51	—	COM	171798101
RGLD	ROYAL GOLD INC	19,033	$1.634M	0.3%	$84.30	0.0%	COM	780287108
CCL	CARNIVAL CORP	24,764	$1.624M	0.3%	$60.31	+4.1%	UNIT 99/99/9999	143658300
CVX	CHEVRON CORP NEW	14,095	$1.607M	0.3%	$85.03	0.0%	COM	166764100
DE	DEERE & CO	9,838	$1.528M	0.3%	$143.98	0.0%	COM	244199105
FITB	FIFTH THIRD BANCORP	45,139	$1.433M	0.3%	$24.19	0.0%	COM	316773100
—	AETNA INC NEW	8,349	$1.411M	0.3%	$169.00	—	COM	00817Y108
NRG	NRG ENERGY INC	46,135	$1.409M	0.3%	$22.96	0.0%	COM NEW	629377508
ALL	ALLSTATE CORP	14,832	$1.406M	0.3%	$80.71	0.0%	COM	020002101
EWH	ISHARES INC	54,156	$1.371M	0.3%	$25.32	—	MSCI HONG KG ETF	464286871
LOW	LOWES COS INC	14,844	$1.303M	0.3%	$81.91	0.0%	COM	548661107
—	ROCKWELL COLLINS INC	9,498	$1.281M	0.3%	$134.87	—	COM	774341101
GAP	GAP INC DEL	40,540	$1.265M	0.2%	$24.80	0.0%	COM	364760108
GLW	CORNING INC	45,316	$1.263M	0.2%	$24.81	0.0%	COM	219350105
—	INGERSOLL-RAND PLC	14,255	$1.219M	0.2%	$85.51	—	SHS	G47791101
WMB	WILLIAMS COS INC DEL	48,938	$1.217M	0.2%	$19.06	0.0%	COM	969457100
PG	PROCTER AND GAMBLE CO	15,323	$1.215M	0.2%	$67.87	0.0%	COM	742718109
OKE	ONEOK INC NEW	21,273	$1.211M	0.2%	$34.99	0.0%	COM	682680103
XLK	SELECT SECTOR SPDR TR	18,445	$1.207M	0.2%	$57.42	—	TECHNOLOGY	81369Y803
—	TIFFANY & CO NEW	12,336	$1.205M	0.2%	$97.68	—	COM	886547108
CNC	CENTENE CORP DEL	10,970	$1.172M	0.2%	$41.95	+24.3%	COM	15135B101
YUM	YUM BRANDS INC	13,661	$1.163M	0.2%	$66.55	+6.7%	COM	988498101
EWC	ISHARES INC	42,141	$1.161M	0.2%	$27.55	—	MSCI CDA ETF	464286509
HUN	HUNTSMAN CORP	39,667	$1.16M	0.2%	$32.73	0.0%	COM	447011107
DDM	PROSHARES TR	9,217	$1.149M	0.2%	$124.66	—	PSHS ULTRA DOW30	74347R305
OMC	OMNICOM GROUP INC	15,618	$1.135M	0.2%	$56.50	0.0%	COM	681919106
—	CHICOS FAS INC	122,933	$1.111M	0.2%	$9.04	—	COM	168615102
URI	UNITED RENTALS INC	6,380	$1.102M	0.2%	$171.97	0.0%	COM	911363109
SRE	SEMPRA ENERGY	9,671	$1.076M	0.2%	$41.80	0.0%	COM	816851109
HOG	HARLEY DAVIDSON INC	25,102	$1.076M	0.2%	$47.85	0.0%	COM	412822108
DGX	QUEST DIAGNOSTICS INC	10,501	$1.053M	0.2%	$87.50	0.0%	COM	74834L100
PLD	PROLOGIS INC	16,124	$1.016M	0.2%	$49.87	0.0%	COM	74340W103
CHKP	CHECK POINT SOFTWARE TECH LT	10,204	$1.014M	0.2%	$103.02	0.0%	ORD	M22465104
EWA	ISHARES INC	45,222	$996K	0.2%	$22.02	—	MSCI AUST ETF	464286103
—	VMWARE INC	8,019	$972K	0.2%	$122.26	—	CL A COM	928563402
APH	AMPHENOL CORP NEW	11,096	$956K	0.2%	$19.03	+9.7%	CL A	032095101
VLO	VALERO ENERGY CORP NEW	10,272	$953K	0.2%	$68.16	0.0%	COM	91913Y100
AMG	AFFILIATED MANAGERS GROUP	4,934	$935K	0.2%	$189.64	0.0%	COM	008252108
PRU	PRUDENTIAL FINL INC	8,889	$920K	0.2%	$77.10	0.0%	COM	744320102
EQT	EQT CORP	19,166	$911K	0.2%	$26.50	0.0%	COM	26884L109
HD	HOME DEPOT INC	5,066	$903K	0.2%	$140.61	+10.0%	COM	437076102
—	SOTHEBYS	17,441	$895K	0.2%	$51.32	—	COM	835898107
BA	BOEING CO	2,708	$888K	0.2%	$169.13	+90.9%	COM	097023105
MGA	MAGNA INTL INC	15,317	$863K	0.2%	$43.73	0.0%	COM	559222401
NEM	NEWMONT MINING CORP	22,084	$863K	0.2%	$30.65	0.0%	COM	651639106
BDX	BECTON DICKINSON & CO	3,949	$856K	0.2%	$180.79	+7.6%	COM	075887109
AIZ	ASSURANT INC	9,151	$836K	0.2%	$78.65	0.0%	COM	04621X108
—	APARTMENT INVT & MGMT CO	20,063	$818K	0.2%	$40.77	—	CL A	03748R101
DIA	SPDR DOW JONES INDL AVRG ETF	3,322	$802K	0.2%	$224.05	—	UT SER 1	78467X109
—	HCP INC	33,093	$769K	0.2%	$23.24	—	COM	40414L109
—	CREE INC	19,050	$768K	0.2%	$40.31	—	COM	225447101
GDX	VANECK VECTORS ETF TR	34,864	$766K	0.2%	$21.97	—	GOLD MINERS ETF	92189F106
WSM	WILLIAMS SONOMA INC	14,274	$753K	0.1%	$22.14	0.0%	COM	969904101
—	ANNALY CAP MGMT INC	72,017	$751K	0.1%	$10.43	—	COM	035710409
—	CANADIAN PAC RY LTD	3,950	$697K	0.1%	$176.46	—	COM	13645T100
CCJ	CAMECO CORP	75,007	$682K	0.1%	$8.99	0.0%	COM	13321L108
CMI	CUMMINS INC	4,186	$679K	0.1%	$139.76	0.0%	COM	231021106
MA	MASTERCARD INCORPORATED	3,809	$667K	0.1%	$102.48	+59.7%	CL A	57636Q104
XHB	SPDR SERIES TRUST	16,326	$666K	0.1%	$40.79	—	S&P HOMEBUILD	78464A888
GT	GOODYEAR TIRE & RUBR CO	24,580	$653K	0.1%	$30.92	0.0%	COM	382550101
AES	AES CORP	56,711	$645K	0.1%	$8.19	0.0%	COM	00130H105
HAS	HASBRO INC	7,337	$619K	0.1%	$70.02	0.0%	COM	418056107
EXC	EXELON CORP	15,418	$601K	0.1%	$20.53	0.0%	COM	30161N101
CNQ	CANADIAN NAT RES LTD	19,031	$599K	0.1%	$11.03	0.0%	COM	136385101
EOG	EOG RES INC	5,552	$584K	0.1%	$80.82	0.0%	COM	26875P101
LMT	LOCKHEED MARTIN CORP	1,673	$565K	0.1%	$214.04	+28.7%	COM	539830109
HUM	HUMANA INC	2,079	$559K	0.1%	$253.12	0.0%	COM	444859102
WAT	WATERS CORP	2,750	$546K	0.1%	$157.53	+31.3%	COM	941848103
—	ALTABA INC	7,161	$530K	0.1%	$74.01	—	COM	021346101
NEE	NEXTERA ENERGY INC	3,208	$524K	0.1%	$25.50	+24.3%	COM	65339F101
IVV	ISHARES TR	1,963	$521K	0.1%	$252.62	—	CORE S&P500 ETF	464287200
MUR	MURPHY OIL CORP	20,071	$519K	0.1%	$21.71	0.0%	COM	626717102
D	DOMINION ENERGY INC	7,665	$517K	0.1%	$51.93	0.0%	COM	25746U109
BSX	BOSTON SCIENTIFIC CORP	18,898	$516K	0.1%	$27.42	-0.9%	COM	101137107
NVDA	NVIDIA CORP	2,206	$511K	0.1%	$2.62	+121.6%	COM	67066G104
WELL	WELLTOWER INC	9,189	$500K	0.1%	$42.96	0.0%	COM	95040Q104
—	DISH NETWORK CORP	13,000	$493K	0.1%	$37.92	—	CL A	25470M109
PPG	PPG INDS INC	4,374	$488K	0.1%	$99.50	0.0%	COM	693506107
MCO	MOODYS CORP	3,001	$484K	0.1%	$151.00	0.0%	COM	615369105
—	XILINX INC	6,687	$483K	0.1%	$72.23	—	COM	983919101
ANF	ABERCROMBIE & FITCH CO	19,855	$481K	0.1%	$19.24	0.0%	CL A	002896207
XLU	SELECT SECTOR SPDR TR	9,418	$476K	0.1%	$50.54	—	SBI INT-UTILS	81369Y886
—	HERTZ GLOBAL HLDGS INC	23,256	$462K	0.1%	$19.87	—	COM	42806J106
—	VERIFONE SYS INC	29,924	$460K	0.1%	$15.37	—	COM	92342Y109
VUG	VANGUARD INDEX FDS	3,216	$456K	0.1%	$125.90	—	GROWTH ETF	922908736
GRMN	GARMIN LTD	7,658	$451K	0.1%	$50.58	0.0%	SHS	H2906T109
PGR	PROGRESSIVE CORP OHIO	7,329	$447K	0.1%	$36.13	+23.8%	COM	743315103
VWO	VANGUARD INTL EQUITY INDEX F	9,446	$444K	0.1%	$47.00	—	FTSE EMR MKT ETF	922042858
MTB	M & T BK CORP	2,404	$443K	0.1%	$146.61	0.0%	COM	55261F104
MSFT	MICROSOFT CORP	4,730	$432K	0.1%	$68.44	+23.2%	COM	594918104
MAC	MACERICH CO	7,555	$423K	0.1%	$55.99	—	COM	554382101
SYK	STRYKER CORP	2,610	$420K	0.1%	$116.08	+27.4%	COM	863667101
KBH	KB HOME	14,727	$419K	0.1%	$27.99	0.0%	COM	48666K109
HON	HONEYWELL INTL INC	2,788	$403K	0.1%	$102.60	+14.5%	COM	438516106
PPL	PPL CORP	13,968	$395K	0.1%	$20.88	0.0%	COM	69351T106
MMM	3M CO	1,782	$391K	0.1%	$112.25	+33.8%	COM	88579Y101
IWF	ISHARES TR	2,814	$383K	0.1%	$117.07	—	RUS 1000 GRW ETF	464287614
—	DEAN FOODS CO NEW	43,720	$377K	0.1%	$8.62	—	COM NEW	242370203
SPGI	S&P GLOBAL INC	1,968	$376K	0.1%	$141.12	+22.1%	COM	78409V104
VTI	VANGUARD INDEX FDS	2,684	$364K	0.1%	$137.20	—	TOTAL STK MKT	922908769
ADBE	ADOBE SYS INC	1,665	$360K	0.1%	$133.86	+51.9%	COM	00724F101
MCHP	MICROCHIP TECHNOLOGY INC	3,805	$348K	0.1%	$39.79	0.0%	COM	595017104
SU	SUNCOR ENERGY INC NEW	10,059	$347K	0.1%	$25.89	0.0%	COM	867224107
IAG	IAMGOLD CORP	64,899	$337K	0.1%	$5.59	0.0%	COM	450913108
SBAC	SBA COMMUNICATIONS CORP NEW	1,965	$336K	0.1%	$153.09	0.0%	CL A	78410G104
—	SOUTHWESTERN ENERGY CO	76,800	$333K	0.1%	$4.34	—	COM	845467109
—	MARVELL TECHNOLOGY GROUP LTD	15,728	$330K	0.1%	$20.98	—	ORD	G5876H105
—	BLACKROCK INC	604	$327K	0.1%	$541.39	—	COM	09247X101
TDG	TRANSDIGM GROUP INC	1,034	$317K	0.1%	$155.68	+40.5%	COM	893641100
—	TIME WARNER INC	3,316	$314K	0.1%	$95.36	—	COM NEW	887317303
TEX	TEREX CORP NEW	8,342	$312K	0.1%	$43.38	0.0%	COM	880779103
—	RAYTHEON CO	1,436	$310K	0.1%	$165.92	—	COM NEW	755111507
—	ROWAN COMPANIES PLC	25,810	$298K	0.1%	$11.55	—	SHS CL A	G7665A101
EFA	ISHARES TR	4,246	$296K	0.1%	$68.48	—	MSCI EAFE ETF	464287465
EWZ	ISHARES INC	6,543	$294K	0.1%	$44.93	—	MSCI BRAZIL ETF	464286400
RMD	RESMED INC	2,918	$287K	0.1%	$87.58	0.0%	COM	761152107
XLY	SELECT SECTOR SPDR TR	2,832	$287K	0.1%	$98.74	—	SBI CONS DISCR	81369Y407
ROP	ROPER TECHNOLOGIES INC	1,019	$286K	0.1%	$263.40	0.0%	COM	776696106
AMD	ADVANCED MICRO DEVICES INC	27,308	$274K	0.1%	$11.86	0.0%	COM	007903107
SYY	SYSCO CORP	4,545	$273K	0.1%	$49.25	0.0%	COM	871829107
KO	COCA COLA CO	6,212	$270K	0.1%	$35.07	0.0%	COM	191216100
QLD	PROSHARES TR	3,538	$270K	0.1%	$109.49	—	PSHS ULTRA QQQ	74347R206
PWR	QUANTA SVCS INC	7,683	$264K	0.1%	$35.57	0.0%	COM	74762E102
IVW	ISHARES TR	1,680	$261K	0.1%	$131.36	—	S&P 500 GRWT ETF	464287309
DKS	DICKS SPORTING GOODS INC	7,430	$260K	0.1%	$25.66	0.0%	COM	253393102
VGK	VANGUARD INTL EQUITY INDEX F	4,362	$254K	0.0%	$58.23	—	FTSE EUROPE ETF	922042874
AMAT	APPLIED MATLS INC	4,426	$246K	0.0%	$50.88	0.0%	COM	038222105
TXN	TEXAS INSTRS INC	2,354	$245K	0.0%	$77.65	+11.8%	COM	882508104
TSLA	TESLA INC	879	$234K	0.0%	$22.00	0.0%	COM	88160R101
JNJ	JOHNSON & JOHNSON	1,732	$222K	0.0%	$108.36	0.0%	COM	478160104
IWB	ISHARES TR	1,500	$220K	0.0%	$136.74	—	RUS 1000 ETF	464287622
KLAC	KLA-TENCOR CORP	1,915	$209K	0.0%	$98.66	0.0%	COM	482480100
BK	BANK NEW YORK MELLON CORP	3,983	$205K	0.0%	$44.73	0.0%	COM	064058100
—	LABORATORY CORP AMER HLDGS	1,251	$202K	0.0%	$150.76	—	COM NEW	50540R409
C	CITIGROUP INC	2,962	$200K	0.0%	$57.64	0.0%	COM NEW	172967424
MAT	MATTEL INC	12,325	$162K	0.0%	$15.59	0.0%	COM	577081102
CLF	CLEVELAND CLIFFS INC	14,943	$104K	0.0%	$7.10	0.0%	COM	185899101
—	ENSCO PLC	11,096	$49,000	0.0%	$4.42	—	SHS CLASS A	G3157S106