Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC COM	149,477	$28.39M	3.8%	$19.07	+112.1%	Common	037833100
MSFT	MICROSOFT CORP COM	218,138	$25.73M	3.5%	$33.19	+208.2%	Common	594918104
AMZN	AMAZON COM INC COM	12,397	$22.08M	3.0%	$21.02	+295.8%	Common	023135106
GOOGL	ALPHABET INC CAP STK CL A	10,548	$12.41M	1.7%	$39.69	+41.2%	Common	02079K305
JNJ	JOHNSON & JOHNSON COM	84,740	$11.85M	1.6%	$72.12	+53.0%	Common	478160104
META	FACEBOOK INC CL A	70,850	$11.81M	1.6%	$57.51	+174.6%	Common	30303M102
XOM	EXXON MOBIL CORP COM	130,257	$10.53M	1.4%	$54.70	+1.3%	Common	30231G102
V	VISA INC COM CL A	66,330	$10.36M	1.4%	$64.15	+114.2%	Common	92826C839
GOOG	ALPHABET INC CAP STK CL C	8,530	$10.01M	1.3%	$37.77	+47.4%	Common	02079K107
JPM	JPMORGAN CHASE & CO COM	92,035	$9.317M	1.3%	$45.60	+87.2%	Common	46625H100
BAC	BANK AMER CORP COM	332,006	$9.16M	1.2%	$13.52	+76.8%	Common	060505104
INTC	INTEL CORP COM	170,002	$9.129M	1.2%	$23.14	+89.4%	Common	458140100
UNH	UNITEDHEALTH GROUP INC COM	35,295	$8.727M	1.2%	$80.62	+182.3%	Common	91324P102
CSCO	CISCO SYS INC COM	153,515	$8.288M	1.1%	$18.16	+117.6%	Common	17275R102
PFE	PFIZER INC COM	183,785	$7.805M	1.0%	$18.70	+56.4%	Common	717081103
MA	MASTERCARD INC CL A	33,140	$7.803M	1.0%	$80.73	+156.6%	Common	57636Q104
CVX	CHEVRON CORP NEW COM	62,051	$7.643M	1.0%	$73.85	+18.4%	Common	166764100
WFC	WELLS FARGO & CO NEW COM	149,851	$7.241M	1.0%	$34.00	+19.9%	Common	949746101
HD	HOME DEPOT INC COM	37,243	$7.147M	1.0%	$73.28	+111.1%	Common	437076102
MRK	MERCK & CO INC NEW COM	82,793	$6.886M	0.9%	$34.13	+76.6%	Common	58933Y105
PG	PROCTER & GAMBLE CO COM	64,437	$6.705M	0.9%	$58.25	+40.9%	Common	742718109
BA	BOEING CO COM	17,556	$6.696M	0.9%	$116.84	+221.1%	Common	097023105
DIS	DISNEY WALT CO COM	58,991	$6.55M	0.9%	$71.74	+50.4%	Common	254687106
VZ	VERIZON COMMUNICATIONS COM	110,503	$6.534M	0.9%	$27.07	+43.9%	Common	92343V104
KO	COCA COLA CO COM	131,960	$6.184M	0.8%	$30.39	+24.3%	Common	191216100
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	30,494	$6.126M	0.8%	$127.02	+58.9%	Common	084670702
CMCSA	COMCAST CORP NEW CL A	153,146	$6.123M	0.8%	$25.68	+22.8%	Common	20030N101
T	AT&T INC COM	189,564	$5.945M	0.8%	$12.26	+15.6%	Common	00206R102
ADBE	ADOBE INC COM	21,589	$5.753M	0.8%	$62.96	+300.4%	Common	00724F101
TMO	THERMO FISHER SCIENTIFIC INC COM	20,234	$5.538M	0.7%	$110.43	+121.3%	Common	883556102
PEP	PEPSICO INC COM	43,310	$5.308M	0.7%	$63.02	+46.7%	Common	713448108
UNP	UNION PACIFIC CORP COM	31,695	$5.299M	0.7%	$80.28	+72.0%	Common	907818108
AVGO	BROADCOM INC COM	17,525	$5.27M	0.7%	$19.73	+14.0%	Common	11135F101
MCD	MCDONALDS CORP COM	27,627	$5.246M	0.7%	$80.17	+92.8%	Common	580135101
ACN	ACCENTURE PLC IRELAND SHS CLASS A	29,129	$5.127M	0.7%	$83.69	+69.8%	Common	G1151C101
PM	PHILIP MORRIS INTL INC COM	56,883	$5.028M	0.7%	$53.36	+5.1%	Common	718172109
PYPL	PAYPAL HLDGS INC COM	46,168	$4.794M	0.6%	$77.15	+22.4%	Common	70450Y103
HON	HONEYWELL INTL INC COM	29,913	$4.754M	0.6%	$70.60	+71.6%	Common	438516106
IBM	INTERNATIONAL BUSINESS MACHS COM	32,573	$4.596M	0.6%	$103.36	-8.4%	Common	459200101
C	CITIGROUP INC COM	73,785	$4.591M	0.6%	$38.56	+26.5%	Common	172967424
WMT	WALMART INC COM	45,501	$4.438M	0.6%	$20.17	+44.9%	Common	931142103
NKE	NIKE INC CL B	52,493	$4.42M	0.6%	$45.64	+65.1%	Common	654106103
CRM	SALESFORCE COM INC COM	27,452	$4.348M	0.6%	$64.98	+135.7%	Common	79466L302
NEE	NEXTERA ENERGY INC COM	22,406	$4.332M	0.6%	$20.38	+89.3%	Common	65339F101
MDT	MEDTRONIC PLC SHS	47,393	$4.317M	0.6%	$59.43	+25.1%	Common	G5960L103
ORCL	ORACLE CORP COM	79,173	$4.252M	0.6%	$28.70	+60.6%	Common	68389X105
ABT	ABBOTT LABS COM	52,030	$4.159M	0.6%	$35.26	+87.5%	Common	002824100
NFLX	NETFLIX COM INC COM	11,615	$4.141M	0.6%	$13.19	+162.9%	Common	64110L106
DHR	DANAHER CORPORATION COM	31,206	$4.12M	0.6%	$49.02	+102.8%	Common	235851102
COST	COSTCO WHSL CORP NEW COM	16,913	$4.095M	0.6%	$116.98	+69.6%	Common	22160K105
NVDA	NVIDIA CORP COM	22,400	$4.022M	0.5%	$1.51	+155.1%	Common	67066G104
ABBV	ABBVIE INC COM	48,614	$3.918M	0.5%	$35.93	+69.8%	Common	00287Y109
AMGN	AMGEN INC COM	20,558	$3.906M	0.5%	$84.10	+83.9%	Common	031162100
—	UNITED TECHNOLOGIES CORP COM	29,467	$3.798M	0.5%	$112.10	—	Common	913017109
TJX	TJX COS INC NEW COM	70,023	$3.726M	0.5%	$36.08	+26.0%	Common	872540109
ZTS	ZOETIS INC CL A	35,994	$3.624M	0.5%	$49.67	+73.0%	Common	98978V103
COP	CONOCOPHILLIPS COM	53,848	$3.594M	0.5%	$43.50	+21.8%	Common	20825C104
MO	ALTRIA GROUP INC COM	62,190	$3.572M	0.5%	$20.90	+42.2%	Common	02209S103
LLY	LILLY ELI & CO COM	27,499	$3.568M	0.5%	$54.69	+102.8%	Common	532457108
ADP	AUTOMATIC DATA PROCESSING INC COM	21,363	$3.413M	0.5%	$64.00	+96.0%	Common	053015103
SPGI	S&P GLOBAL INC COM	16,158	$3.402M	0.5%	$119.98	+52.2%	Common	78409V104
GILD	GILEAD SCIENCES INC COM	51,311	$3.336M	0.4%	$51.19	-0.7%	Common	375558103
—	DOWDUPONT INC COM	61,387	$3.273M	0.4%	$68.40	—	Common	26078J100
BSX	BOSTON SCIENTIFIC CORP COM	85,005	$3.262M	0.4%	$19.96	+91.4%	Common	101137107
MRSH	MARSH & MCLENNAN COS INC COM	34,568	$3.246M	0.4%	$55.90	+41.9%	Common	571748102
AXP	AMERICAN EXPRESS CO COM	29,210	$3.193M	0.4%	$67.55	+41.9%	Common	025816109
TXN	TEXAS INSTRS INC COM	30,021	$3.184M	0.4%	$36.64	+133.0%	Common	882508104
BDX	BECTON DICKINSON & CO COM	12,642	$3.157M	0.4%	$121.63	+74.9%	Common	075887109
PEG	PUBLIC SVC ENTERPRISE GRP INC COM	52,240	$3.104M	0.4%	$29.24	+51.4%	Common	744573106
MMM	3M CO COM	14,593	$3.032M	0.4%	$77.73	+68.6%	Common	88579Y101
SBUX	STARBUCKS CORP COM	40,623	$3.02M	0.4%	$38.37	+54.4%	Common	855244109
MS	MORGAN STANLEY COM NEW	71,370	$3.012M	0.4%	$24.72	+37.6%	Common	617446448
LMT	LOCKHEED MARTIN CORP COM	9,958	$2.989M	0.4%	$163.78	+48.7%	Common	539830109
EW	EDWARDS LIFESCIENCES CORP COM	15,396	$2.946M	0.4%	$36.12	+58.0%	Common	28176E108
CME	CME GROUP INC COM	17,796	$2.929M	0.4%	$75.19	+83.5%	Common	12572Q105
AMT	AMERICAN TOWER CORP NEW COM	14,840	$2.924M	0.4%	$72.01	+102.8%	Common	03027X100
—	RAYTHEON CO COM NEW	15,986	$2.911M	0.4%	$128.72	—	Common	755111507
ELV	ANTHEM INC COM	9,983	$2.865M	0.4%	$114.52	+130.3%	Common	036752103
SNPS	SYNOPSYS INC COM	24,586	$2.831M	0.4%	$78.64	+26.0%	Common	871607107
QCOM	QUALCOMM INC COM	47,455	$2.706M	0.4%	$47.32	-3.3%	Common	747525103
LOW	LOWES COS INC COM	24,389	$2.67M	0.4%	$45.14	+95.1%	Common	548661107
CB	CHUBB LIMITED COM	18,856	$2.641M	0.4%	$100.45	+18.0%	Common	H1467J104
—	VMWARE INC CL A COM	14,591	$2.634M	0.4%	$89.51	—	Common	928563402
BABA	ALIBABA GROUP HLDG LTD SPONSORED ADS	14,000	$2.554M	0.3%	$149.15	—	Common	01609W102
—	ANSYS INC COM	13,892	$2.538M	0.3%	$156.23	—	Common	03662Q105
HCA	HCA HEALTHCARE INC COM	19,282	$2.514M	0.3%	$71.49	+76.9%	Common	40412C101
SLB	SCHLUMBERGER LTD COM	56,823	$2.476M	0.3%	$54.09	-33.9%	Common	806857108
BKNG	BOOKING HLDGS INC COM	1,396	$2.436M	0.3%	$1935.51	-9.3%	Common	09857L108
SO	SOUTHERN CO COM	46,759	$2.417M	0.3%	$28.26	+32.4%	Common	842587107
ETN	EATON CORP PLC SHS	29,576	$2.383M	0.3%	$54.16	+22.7%	Common	G29183103
—	BB&T CORP COM	51,217	$2.383M	0.3%	$47.32	—	Common	054937107
EOG	EOG RES INC COM	24,834	$2.364M	0.3%	$67.42	+6.7%	Common	26875P101
MPC	MARATHON PETE CORP COM	39,456	$2.361M	0.3%	$37.24	+35.4%	Common	56585A102
SWK	STANLEY BLACK & DECKER INC COM	17,242	$2.348M	0.3%	$103.57	+3.0%	Common	854502101
—	XILINX INC COM	18,505	$2.346M	0.3%	$63.62	—	Common	983919101
SCHW	THE CHARLES SCHWAB CORPORATION COM	54,604	$2.335M	0.3%	$30.60	+33.8%	Common	808513105
GM	GENERAL MTRS CO COM	62,889	$2.333M	0.3%	$28.08	+24.1%	Common	37045V100
USB	US BANCORP DEL COM NEW	48,088	$2.317M	0.3%	$27.45	+37.0%	Common	902973304
—	CELGENE CORP COM	24,560	$2.317M	0.3%	$118.49	—	Common	151020104
MDLZ	MONDELEZ INTL INC COM	46,178	$2.305M	0.3%	$25.12	+54.3%	Common	609207105
WM	WASTE MGMT INC DEL COM	22,114	$2.298M	0.3%	$36.47	+138.5%	Common	94106L109
BIIB	BIOGEN INC COM	9,672	$2.286M	0.3%	$259.52	+21.3%	Common	09062X103
CCI	CROWN CASTLE INTL CORP NEW COM	17,683	$2.263M	0.3%	$61.35	+42.3%	Common	22822V101
BMY	BRISTOL MYERS SQUIBB CO COM	47,351	$2.259M	0.3%	$32.91	+16.4%	Common	110122108
EL	LAUDER ESTEE COS INC CL A	13,634	$2.257M	0.3%	$100.39	+34.0%	Common	518439104
UPS	UNITED PARCEL SERVICE INC CL B	20,004	$2.235M	0.3%	$63.79	+26.9%	Common	911312106
CMS	CMS ENERGY CORP COM	38,911	$2.161M	0.3%	$36.36	+18.5%	Common	125896100
—	GENERAL ELEC CO COM	216,071	$2.159M	0.3%	$23.37	—	Common	369604103
DUK	DUKE ENERGY CORP NEW COM NEW	23,971	$2.157M	0.3%	$42.92	+55.9%	Common	26441C204
MKC	MCCORMICK & CO INC COM NON VTG	14,257	$2.148M	0.3%	$36.97	+59.9%	Common	579780206
SPG	SIMON PPTY GROUP INC NEW COM	11,710	$2.134M	0.3%	$88.20	+37.9%	Common	828806109
CHTR	CHARTER COMMUNICATIONS INC NEW CL A	6,139	$2.13M	0.3%	$225.89	+45.8%	Common	16119P108
MAR	MARRIOTT INTL INC NEW CL A	16,855	$2.108M	0.3%	$55.39	+101.4%	Common	571903202
ROK	ROCKWELL AUTOMATION INC COM	11,907	$2.089M	0.3%	$135.64	+10.6%	Common	773903109
RGA	REINSURANCE GROUP AMER INC COM NEW	14,654	$2.081M	0.3%	$106.06	+35.7%	Common	759351604
TRV	TRAVELERS COMPANIES INC COM	14,959	$2.052M	0.3%	$84.98	+29.8%	Common	89417E109
PSA	PUBLIC STORAGE COM	9,375	$2.042M	0.3%	$140.29	+12.1%	Common	74460D109
CTAS	CINTAS CORP COM	10,080	$2.037M	0.3%	$22.15	+104.6%	Common	172908105
AWK	AMERICAN WTR WKS CO INC NEW COM	19,442	$2.027M	0.3%	$56.18	+53.6%	Common	030420103
REGN	REGENERON PHARMACEUTICALS COM	4,675	$1.92M	0.3%	$356.84	+14.8%	Common	75886F107
—	ALLERGAN PLC SHS	13,084	$1.916M	0.3%	$252.72	—	Common	G0177J108
DTE	DTE ENERGY CO COM	15,355	$1.915M	0.3%	$41.80	+91.6%	Common	233331107
WMB	WILLIAMS COS INC DEL COM	66,651	$1.914M	0.3%	$17.41	+4.8%	Common	969457100
WELL	WELLTOWER INC COM	24,360	$1.89M	0.3%	$53.61	+12.5%	Common	95040Q104
PNC	PNC FINL SVCS GROUP INC COM	15,366	$1.885M	0.3%	$58.61	+65.2%	Common	693475105
APD	AIR PRODS & CHEMS INC COM	9,850	$1.881M	0.3%	$76.52	+90.3%	Common	009158106
FTV	FORTIVE CORP COM	22,110	$1.855M	0.2%	$32.13	+47.3%	Common	34959J108
—	ANADARKO PETE CORP COM	40,572	$1.845M	0.2%	$62.32	—	Common	032511107
NTAP	NETAPP INC COM	26,589	$1.844M	0.2%	$51.70	+3.2%	Common	64110D104
AEP	AMERICAN ELEC PWR CO INC COM	22,014	$1.844M	0.2%	$40.63	+53.7%	Common	025537101
SRE	SEMPRA ENERGY COM	14,228	$1.791M	0.2%	$37.68	+25.1%	Common	816851109
TXRH	TEXAS ROADHOUSE INC CL A	28,685	$1.784M	0.2%	$58.67	-4.7%	Common	882681109
CAT	CATERPILLAR INC DEL COM	13,105	$1.776M	0.2%	$66.53	+72.3%	Common	149123101
CL	COLGATE PALMOLIVE CO COM	25,907	$1.776M	0.2%	$46.12	+19.2%	Common	194162103
GS	GOLDMAN SACHS GROUP INC COM	9,235	$1.773M	0.2%	$157.79	+4.0%	Common	38141G104
PCAR	PACCAR INC COM	25,557	$1.741M	0.2%	$31.52	+7.1%	Common	693718108
PRU	PRUDENTIAL FINL INC COM	18,664	$1.715M	0.2%	$56.42	+16.1%	Common	744320102
TGT	TARGET CORP COM	21,257	$1.706M	0.2%	$53.09	+14.3%	Common	87612E106
D	DOMINION ENERGY INC COM	22,119	$1.696M	0.2%	$37.44	+43.9%	Common	25746U109
CHD	CHURCH & DWIGHT INC COM	23,731	$1.69M	0.2%	$38.15	+58.9%	Common	171340102
NEM	NEWMONT MNG CORP COM	46,531	$1.664M	0.2%	$25.85	+5.8%	Common	651639106
BALL	BALL CORP COM	28,695	$1.66M	0.2%	$34.09	+44.7%	Common	058498106
ECL	ECOLAB INC COM	9,368	$1.654M	0.2%	$88.52	+70.5%	Common	278865100
TDG	TRANSDIGM GROUP INC COM	3,627	$1.647M	0.2%	$175.72	+71.4%	Common	893641100
EA	ELECTRONIC ARTS INC COM	16,165	$1.643M	0.2%	$76.86	+19.9%	Common	285512109
NSC	NORFOLK SOUTHERN CORP COM	8,657	$1.618M	0.2%	$80.73	+86.4%	Common	655844108
DLTR	DOLLAR TREE INC COM	15,390	$1.617M	0.2%	$63.75	+54.0%	Common	256746108
LVS	LAS VEGAS SANDS CORP COM	26,490	$1.615M	0.2%	$42.32	+24.1%	Common	517834107
ALL	ALLSTATE CORP COM	17,128	$1.613M	0.2%	$43.28	+77.7%	Common	020002101
—	INGERSOLL-RAND PLC SHS	14,922	$1.611M	0.2%	$62.91	—	Common	G47791101
FRCB	FIRST REP BK SAN FRAN CALI NEW COM	15,790	$1.586M	0.2%	$62.21	+54.1%	Common	33616C100
NUE	NUCOR CORP COM	27,162	$1.585M	0.2%	$41.70	+21.6%	Common	670346105
OXY	OCCIDENTAL PETE CORP COM	23,950	$1.585M	0.2%	$59.02	-4.3%	Common	674599105
BBY	BEST BUY INC COM	22,239	$1.58M	0.2%	$36.05	+32.4%	Common	086516101
CVS	CVS HEALTH CORP COM	29,152	$1.572M	0.2%	$48.55	+1.9%	Common	126650100
LYB	LYONDELLBASELL INDUSTRIES N V SHS - A -	18,685	$1.571M	0.2%	$50.27	+10.4%	Common	N53745100
AVB	AVALONBAY CMNTYS INC COM	7,786	$1.563M	0.2%	$128.56	+17.1%	Common	053484101
MU	MICRON TECHNOLOGY INC COM	37,574	$1.553M	0.2%	$21.88	+72.2%	Common	595112103
—	DISCOVER FINL SVCS COM	21,771	$1.549M	0.2%	$54.05	—	Common	254709108
ARE	ALEXANDRIA REAL ESTATE EQ INC COM	10,537	$1.502M	0.2%	$93.57	+8.6%	Common	015271109
DOV	DOVER CORP COM	15,691	$1.472M	0.2%	$56.97	+37.2%	Common	260003108
PTC	PTC INC COM	15,935	$1.469M	0.2%	$55.80	+58.6%	Common	69370C100
OMC	OMNICOM GROUP INC COM	20,044	$1.463M	0.2%	$58.68	-0.3%	Common	681919106
XYL	XYLEM INC COM	18,328	$1.449M	0.2%	$45.54	+47.6%	Common	98419M100
WY	WEYERHAEUSER CO COM	54,671	$1.44M	0.2%	$21.29	-9.4%	Common	962166104
SHW	SHERWIN WILLIAMS CO COM	3,338	$1.438M	0.2%	$91.14	+43.6%	Common	824348106
TMUS	T-MOBILE US INC COM	20,785	$1.436M	0.2%	$43.42	+55.7%	Common	872590104
AVY	AVERY DENNISON CORP COM	12,442	$1.406M	0.2%	$55.13	+66.0%	Common	053611109
MET	METLIFE INC COM	32,906	$1.401M	0.2%	$31.55	+11.1%	Common	59156R108
—	COOPER COS INC COM NEW	4,653	$1.378M	0.2%	$210.15	—	Common	216648402
DVN	DEVON ENERGY CORP NEW COM	43,448	$1.371M	0.2%	$26.56	-24.6%	Common	25179M103
—	AON PLC SHS CL A	7,946	$1.356M	0.2%	$81.68	—	Common	G0408V102
CI	CIGNA CORP NEW COM	8,424	$1.355M	0.2%	$177.60	-6.0%	Common	125523100
MLM	MARTIN MARIETTA MATLS INC COM	6,701	$1.348M	0.2%	$205.66	-13.6%	Common	573284106
KEYS	KEYSIGHT TECHNOLOGIES INC COM	15,438	$1.346M	0.2%	$77.62	0.0%	Common	49338L103
—	BLACKROCK INC CL A	3,146	$1.345M	0.2%	$297.47	—	Common	09247X101
—	ACTIVISION BLIZZARD INC COM	29,252	$1.332M	0.2%	$78.97	—	Common	00507V109
—	CBS CORP NEW CL B	27,979	$1.33M	0.2%	$59.25	—	Common	124857202
TRMB	TRIMBLE INC COM	32,870	$1.328M	0.2%	$33.83	+12.2%	Common	896239100
EQR	EQUITY RESIDENTIAL SH BEN INT	17,611	$1.326M	0.2%	$34.53	+60.9%	Common	29476L107
—	APTIV PLC SHS	16,544	$1.315M	0.2%	$84.50	—	Common	G6095L109
CSX	CSX CORP COM	17,512	$1.31M	0.2%	$11.73	+79.9%	Common	126408103
FDX	FEDEX CORP COM	7,195	$1.305M	0.2%	$114.51	+36.1%	Common	31428X106
EXC	EXELON CORP COM	25,863	$1.297M	0.2%	$14.88	+79.6%	Common	30161N101
BC	BRUNSWICK CORP COM	25,518	$1.284M	0.2%	$50.15	-11.8%	Common	117043109
—	TORCHMARK CORP COM	15,521	$1.272M	0.2%	$60.61	—	Common	891027104
ICE	INTERCONTINENTALEXCHANGE INC COM	16,480	$1.255M	0.2%	$48.22	+42.1%	Common	45866F104
SJM	SMUCKER J M CO COM NEW	10,753	$1.253M	0.2%	$89.23	-6.3%	Common	832696405
AME	AMETEK INC NEW COM	15,037	$1.248M	0.2%	$51.45	+41.0%	Common	031100100
WEC	WEC ENERGY GROUP INC COM	15,723	$1.243M	0.2%	$52.81	+12.9%	Common	92939U106
ITW	ILLINOIS TOOL WKS INC COM	8,610	$1.236M	0.2%	$59.43	+96.9%	Common	452308109
ACGL	ARCH CAP GROUP LTD ORD	38,089	$1.231M	0.2%	$27.01	+7.2%	Common	G0450A105
TOL	TOLL BROTHERS INC COM	33,777	$1.223M	0.2%	$35.94	0.0%	Common	889478103
COF	CAPITAL ONE FINL CORP COM	14,720	$1.202M	0.2%	$77.35	-6.6%	Common	14040H105
—	SVB FINL GROUP COM	5,404	$1.202M	0.2%	$296.55	—	Common	78486Q101
—	NOBLE ENERGY INC COM	47,797	$1.182M	0.2%	$42.92	—	Common	655044105
IRM	IRON MTN INC NEW COM	32,919	$1.167M	0.2%	$21.63	+13.0%	Common	46284V101
KMI	KINDER MORGAN INC DEL COM	58,152	$1.164M	0.2%	$15.32	-18.4%	Common	49456B101
SYY	SYSCO CORP COM	17,358	$1.159M	0.2%	$41.19	+31.4%	Common	871829107
AIG	AMERICAN INTL GROUP INC COM NEW	26,703	$1.15M	0.2%	$37.94	-5.8%	Common	026874784
—	WALGREENS BOOTS ALLIANCE INC COM	17,898	$1.132M	0.2%	$75.54	—	Common	931427108
F	FORD MTR CO DEL COM PAR 0.01	126,650	$1.112M	0.1%	$8.81	-30.9%	Common	345370860
VFC	V F CORP COM	12,653	$1.1M	0.1%	$76.50	+2.0%	Common	918204108
STT	STATE STR CORP COM	16,701	$1.099M	0.1%	$53.32	+3.9%	Common	857477103
—	NORDSTROM INC COM	24,636	$1.093M	0.1%	$56.13	—	Common	655664100
FLR	FLUOR CORP COM	29,409	$1.082M	0.1%	$47.91	-26.6%	Common	343412102
—	HCP INC COM	34,362	$1.076M	0.1%	$34.80	—	Common	40414L109
—	CYPRESS SEMICONDUCTOR CORP COM	71,600	$1.068M	0.1%	$13.04	—	Common	232806109
VLO	VALERO ENERGY CORP NEW COM	12,577	$1.067M	0.1%	$26.96	+131.4%	Common	91913Y100
—	MYLAN N V SHS EURO	37,566	$1.065M	0.1%	$45.18	—	Common	N59465109
CLX	CLOROX CO DEL COM	6,521	$1.046M	0.1%	$100.83	+25.8%	Common	189054109
CFR	CULLEN FROST BANKERS INC COM	10,746	$1.043M	0.1%	$82.85	-2.8%	Common	229899109
CCL	CARNIVAL CORP PAIRED CTF	20,539	$1.042M	0.1%	$41.17	+28.2%	Common	143658300
DLR	DIGITAL RLTY TR INC COM	8,731	$1.039M	0.1%	$74.15	+18.4%	Common	253868103
VMC	VULCAN MATLS CO COM	8,739	$1.035M	0.1%	$106.95	-4.8%	Common	929160109
CE	CELANESE CORP DEL COM SER A	10,343	$1.02M	0.1%	$76.49	+12.7%	Common	150870103
LUV	SOUTHWEST AIRLS CO COM	19,631	$1.019M	0.1%	$46.83	+3.1%	Common	844741108
COR	AMERISOURCEBERGEN CORP COM	12,751	$1.014M	0.1%	$67.16	-6.2%	Common	03073E105
VC	VISTEON CORP COM NEW	14,700	$990K	0.1%	$104.76	-28.5%	Common	92839U206
A	AGILENT TECHNOLOGIES INC COM	12,247	$984K	0.1%	$65.92	+9.7%	Common	00846U101
PH	PARKER HANNIFIN CORP COM	5,682	$975K	0.1%	$90.79	+65.0%	Common	701094104
TPR	TAPESTRY INC COM	29,860	$970K	0.1%	$33.21	-12.3%	Common	876030107
HSY	HERSHEY CO COM	8,192	$941K	0.1%	$86.62	+7.1%	Common	427866108
JLL	JONES LANG LASALLE INC COM	6,094	$940K	0.1%	$149.51	0.0%	Common	48020Q107
KEY	KEYCORP NEW COM	58,898	$928K	0.1%	$11.97	0.0%	Common	493267108
LFUS	LITTELFUSE INC COM	4,896	$893K	0.1%	$208.14	-11.3%	Common	537008104
DE	DEERE & CO COM	5,325	$851K	0.1%	$109.49	+32.0%	Common	244199105
PPG	PPG INDS INC COM	7,369	$832K	0.1%	$85.01	+10.4%	Common	693506107
—	PARSLEY ENERGY INC CL A	42,405	$818K	0.1%	$22.69	—	Common	701877102
—	RED HAT INC COM	4,376	$799K	0.1%	$65.87	—	Common	756577102
HP	HELMERICH & PAYNE INC COM	14,295	$794K	0.1%	$63.51	-14.2%	Common	423452101
—	APACHE CORP COM	21,870	$758K	0.1%	$72.71	—	Common	037411105
TER	TERADYNE INC COM	18,993	$757K	0.1%	$24.33	+48.8%	Common	880770102
MHK	MOHAWK INDS INC COM	5,980	$754K	0.1%	$236.94	-45.1%	Common	608190104
—	WABCO HLDGS INC COM	5,543	$731K	0.1%	$117.02	—	Common	92927K102
TSLA	TESLA INC COM	2,538	$710K	0.1%	$15.69	+28.0%	Common	88160R101
AMAT	APPLIED MATLS INC COM	17,820	$707K	0.1%	$14.81	+138.5%	Common	038222105
ENTG	ENTEGRIS INC COM	19,730	$704K	0.1%	$31.81	+1.6%	Common	29362U104
HAL	HALLIBURTON CO COM	23,975	$702K	0.1%	$37.66	-30.3%	Common	406216101
TSN	TYSON FOODS INC CL A	9,702	$674K	0.1%	$29.83	+70.7%	Common	902494103
ULTA	ULTA BEAUTY INC COM	1,929	$673K	0.1%	$216.98	+39.4%	Common	90384S303
IP	INTL PAPER CO COM	14,303	$662K	0.1%	$27.62	+15.1%	Common	460146103
KMB	KIMBERLY CLARK CORP COM	5,334	$661K	0.1%	$90.71	+0.7%	Common	494368103
GIS	GENERAL MLS INC COM	12,075	$625K	0.1%	$33.53	+6.7%	Common	370334104
WDC	WESTERN DIGITAL CORP COM	12,780	$614K	0.1%	$41.50	-22.0%	Common	958102105
—	NEW ORIENTAL ED & TECH GRP INC SPON ADR	6,800	$613K	0.1%	$90.15	—	Common	647581107
DHI	D R HORTON INC COM	14,820	$613K	0.1%	$23.86	+52.6%	Common	23331A109
ISRG	INTUITIVE SURGICAL INC COM NEW	1,069	$610K	0.1%	$152.50	+16.5%	Common	46120E602
ALB	ALBEMARLE CORP COM	7,272	$596K	0.1%	$105.33	-29.4%	Common	012653101
—	FIRSTCASH INC COM	6,574	$569K	0.1%	$81.95	—	Common	33767D105
IBN	ICICI BK LTD ADR	39,790	$456K	0.1%	$10.52	—	Common	45104G104
—	CTRIP COM INTL LTD ADR	9,800	$428K	0.1%	$35.07	—	Common	22943F100
ARMK	ARAMARK COM	12,126	$358K	0.0%	$24.64	-16.7%	Common	03852U106
HDB	HDFC BANK LTD ADR REPS 3 SHS	3,080	$357K	0.0%	$77.93	—	Common	40415F101
CF	CF INDS HLDGS INC COM	8,612	$352K	0.0%	$41.20	-13.2%	Common	125269100
MLCO	MELCO RESORTS AND ENTMT LTD ADR	14,300	$323K	0.0%	$19.40	—	Common	585464100
KR	KROGER CO COM	7,337	$180K	0.0%	$23.61	0.0%	Common	501044101
WAB	WABTEC CORP COM	1,159	$85,000	0.0%	$69.17	0.0%	Common	929740108