Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	511,277	$71.08M	4.6%	$30.07	+332.0%	Common	594918104
AAPL	APPLE INC	284,153	$63.64M	4.2%	$19.35	+159.5%	Common	037833100
AMZN	AMAZON.COM INC	26,214	$45.51M	3.0%	$23.02	+302.8%	Common	023135106
BRK/B	BERKSHIRE HATHAWAY INC-CL B	140,322	$29.19M	1.9%	$129.05	+59.7%	Common	084670702
JPM	JP MORGAN CHASE & CO	231,401	$27.23M	1.8%	$43.95	+116.3%	Common	46625H100
GOOGL	ALPHABET INC CL A	22,242	$27.16M	1.8%	$39.30	+49.6%	Common	02079K305
META	FACEBOOK INC CLASS A	138,097	$24.59M	1.6%	$98.57	+91.5%	Common	30303M102
GOOG	ALPHABET INC CL C	19,339	$23.57M	1.5%	$36.75	+59.8%	Common	02079K107
JNJ	JOHNSON & JOHNSON	169,756	$21.96M	1.4%	$69.11	+59.2%	Common	478160104
PG	PROCTER & GAMBLE CO	157,249	$19.56M	1.3%	$70.15	+44.0%	Common	742718109
V	VISA INC - CLASS A	109,070	$18.76M	1.2%	$62.17	+174.0%	Common	92826C839
DIS	DISNEY WALT CO THE	139,934	$18.24M	1.2%	$89.05	+50.8%	Common	254687106
XOM	EXXON MOBIL CORP	254,261	$17.95M	1.2%	$54.40	-1.2%	Common	30231G102
T	AT&T INC	460,810	$17.44M	1.1%	$13.42	+26.7%	Common	00206R102
VZ	VERIZON COMMUNICATIONS	260,116	$15.7M	1.0%	$30.08	+34.5%	Common	92343V104
BAC	BANK OF AMERICA CORP	528,333	$15.41M	1.0%	$12.05	+103.8%	Common	060505104
MA	MASTERCARD INC - CLASS A	56,517	$15.35M	1.0%	$79.99	+232.7%	Common	57636Q104
INTC	INTEL CORP	277,514	$14.3M	0.9%	$21.31	+101.8%	Common	458140100
MRK	MERCK & CO INC	160,994	$13.55M	0.9%	$33.89	+93.2%	Common	58933Y105
CSCO	CISCO SYSTEMS INC	269,767	$13.33M	0.9%	$19.38	+120.8%	Common	17275R102
KO	COCA-COLA CO	239,804	$13.05M	0.9%	$30.93	+42.1%	Common	191216100
UNH	UNITEDHEALTH GROUP INC	59,682	$12.97M	0.8%	$108.95	+99.3%	Common	91324P102
CMCSA	COMCAST CORP CLASS A	284,716	$12.84M	0.8%	$24.49	+53.1%	Common	20030N101
WFC	WELLS FARGO CO	253,009	$12.76M	0.8%	$31.92	+24.7%	Common	949746101
PFE	PFIZER INC	350,140	$12.58M	0.8%	$17.83	+51.5%	Common	717081103
PEP	PEPSICO INC	87,964	$12.06M	0.8%	$67.52	+61.9%	Common	713448108
BA	BOEING CO (THE)	31,662	$12.05M	0.8%	$168.33	+109.3%	Common	097023105
HD	HOME DEPOT INC	50,618	$11.74M	0.8%	$74.41	+151.4%	Common	437076102
CVX	CHEVRON CORP	93,481	$11.09M	0.7%	$72.93	+25.5%	Common	166764100
WMT	WAL-MART INC	89,546	$10.63M	0.7%	$20.62	+67.1%	Common	931142103
MCD	MC DONALDS CORPORATION	47,900	$10.29M	0.7%	$119.93	+54.0%	Common	580135101
C	CITIGROUP INC	142,804	$9.865M	0.6%	$37.75	+43.5%	Common	172967424
ABT	ABBOTT LABORATORIES	110,525	$9.248M	0.6%	$34.30	+121.8%	Common	002824100
MDT	MEDTRONIC PLC	84,004	$9.125M	0.6%	$59.05	+48.3%	Common	G5960L103
USB	US BANCORP	155,052	$8.581M	0.6%	$30.53	+34.7%	Common	902973304
ADBE	ADOBE INC	30,571	$8.445M	0.6%	$104.18	+180.2%	Common	00724F101
IBM	IBM CORP	55,432	$8.061M	0.5%	$105.79	-3.1%	Common	459200101
CRM	SALESFORCE. COM INC	54,267	$8.055M	0.5%	$75.96	+97.7%	Common	79466L302
COST	COSTCO WHOLESALE CORP	27,381	$7.889M	0.5%	$134.24	+91.0%	Common	22160K105
COP	CONOCOPHILLIPS	137,601	$7.841M	0.5%	$43.89	+3.2%	Common	20825C104
HON	HONEYWELL INTL INC	45,307	$7.666M	0.5%	$76.24	+82.7%	Common	438516106
ORCL	ORACLE CORP	138,616	$7.628M	0.5%	$30.44	+65.5%	Common	68389X105
ACN	ACCENTURE PLC - CL A	39,450	$7.588M	0.5%	$78.82	+124.0%	Common	G1151C101
PYPL	PAYPAL HOLDINGS INC	73,095	$7.572M	0.5%	$41.23	+166.6%	Common	70450Y103
TXN	TEXAS INSTRUMENTS INC	57,863	$7.478M	0.5%	$32.40	+217.5%	Common	882508104
PM	PHILIP MORRIS INTERNATIONAL	98,041	$7.444M	0.5%	$54.55	+4.0%	Common	718172109
AMGN	AMGEN INC	37,971	$7.348M	0.5%	$101.84	+55.2%	Common	031162100
NFLX	NETFLIX INC	27,410	$7.335M	0.5%	$13.88	+125.4%	Common	64110L106
NKE	NIKE INC	77,616	$7.29M	0.5%	$65.02	+21.1%	Common	654106103
UNP	UNION PACIFIC CORP	44,453	$7.2M	0.5%	$109.21	+33.5%	Common	907818108
NEE	NEXTERA ENERGY INC	30,776	$7.171M	0.5%	$36.26	+27.6%	Common	65339F101
TMO	THERMO FISHER SCIENTIFIC INC	24,587	$7.161M	0.5%	$108.49	+159.6%	Common	883556102
ABBV	ABBVIE INC	92,842	$7.03M	0.5%	$31.50	+66.9%	Common	00287Y109
—	UNITED TECHNOLOGIES CORP	50,050	$6.833M	0.4%	$103.15	—	Common	913017109
SBUX	STARBUCKS CORP	76,465	$6.761M	0.4%	$41.29	+95.3%	Common	855244109
AVGO	BROADCOM INC	23,973	$6.618M	0.4%	$19.64	+22.3%	Common	11135F101
NVDA	NVIDIA CORP	37,443	$6.518M	0.4%	$2.72	+53.8%	Common	67066G104
—	LINDE PLC	32,862	$6.366M	0.4%	$183.67	—	Common	G5494J103
EOG	EOG RESOURCES INC	83,988	$6.234M	0.4%	$63.53	-3.2%	Common	26875P101
DAL	DELTA AIR LINES INC	108,195	$6.232M	0.4%	$33.22	+70.7%	Common	247361702
MPC	MARATHON PETROLEUM CORP	99,678	$6.055M	0.4%	$47.94	-10.1%	Common	56585A102
LLY	LILLY (ELI) & CO	53,621	$5.996M	0.4%	$49.36	+108.1%	Common	532457108
LMT	LOCKHEED MARTIN CORP	15,226	$5.939M	0.4%	$177.75	+78.0%	Common	539830109
AMT	AMERICAN TOWER CORP	26,757	$5.917M	0.4%	$103.11	+77.9%	Common	03027X100
MMM	3M COMPANY	35,723	$5.873M	0.4%	$76.23	+45.1%	Common	88579Y101
QCOM	QUALCOMM INC	75,523	$5.761M	0.4%	$47.04	+38.2%	Common	747525103
VLO	VALERO ENERGY CORP	67,266	$5.734M	0.4%	$71.03	-12.1%	Common	91913Y100
MAR	MARRIOTT INTERNATIONAL	45,037	$5.601M	0.4%	$90.15	+40.6%	Common	571903202
BKNG	BOOKING HOLDINGS INC	2,693	$5.285M	0.3%	$1962.98	-3.0%	Common	09857L108
NEM	NEWMONT GOLDCORP CORP	139,100	$5.275M	0.3%	$26.86	+20.6%	Common	651639106
—	APTIV PLC	59,983	$5.244M	0.3%	$84.59	—	Common	G6095L109
LUV	SOUTHWEST AIRLINES CO	96,530	$5.214M	0.3%	$38.51	+25.2%	Common	844741108
BMY	BRISTOL-MYERS SQUIBB CO	102,629	$5.204M	0.3%	$35.71	+3.0%	Common	110122108
PH	PARKER HANNIFIN CORP	28,551	$5.157M	0.3%	$105.19	+47.4%	Common	701094104
WTW	WILLIS TOWERS WATSON PLC	26,650	$5.143M	0.3%	$108.45	+65.2%	Common	G96629103
DHR	DANAHER CORP	35,605	$5.142M	0.3%	$37.27	+226.6%	Common	235851102
CVS	CVS HEALTH CORP	81,151	$5.118M	0.3%	$49.22	-1.7%	Common	126650100
AXP	AMERICAN EXPRESS CO	43,212	$5.111M	0.3%	$67.90	+65.8%	Common	025816109
WY	WEYERHAEUSER CO	184,484	$5.11M	0.3%	$19.39	+5.9%	Common	962166104
—	PIONEER NATURAL RESOURCES CO	39,969	$5.027M	0.3%	$134.72	—	Common	723787107
GILD	GILEAD SCIENCES INC	79,147	$5.016M	0.3%	$55.94	-8.9%	Common	375558103
FIS	FIDELITY NATL INFORMATION SVS	37,436	$4.97M	0.3%	$99.40	+17.8%	Common	31620M106
MDLZ	MONDELEZ INTERNATIONAL INC	89,811	$4.968M	0.3%	$27.27	+71.2%	Common	609207105
UAL	UNITED AIRLINES HOLDINGS, INC	54,876	$4.852M	0.3%	$58.89	+50.1%	Common	910047109
MO	ALTRIA GROUP INC	116,237	$4.754M	0.3%	$26.53	+4.0%	Common	02209S103
CME	CME GROUP INC	21,746	$4.596M	0.3%	$64.55	+154.6%	Common	12572Q105
UPS	UNITED PARCEL SERVICE-CL B	38,223	$4.58M	0.3%	$70.17	+26.7%	Common	911312106
ROK	ROCKWELL AUTOMATION INC	27,375	$4.511M	0.3%	$132.06	+6.8%	Common	773903109
CAT	CATERPILLAR INC	35,647	$4.503M	0.3%	$79.84	+39.1%	Common	149123101
FCX	FREEPORT-MCMORAN INC	460,977	$4.412M	0.3%	$12.01	-20.8%	Common	35671D857
FANG	DIAMONDBACK ENERGY INC	48,830	$4.39M	0.3%	$79.92	-3.1%	Common	25278X109
ELV	ANTHEM INC	18,227	$4.376M	0.3%	$209.97	+19.7%	Common	036752103
CHTR	CHARTER COMMUNICATIONS INC	10,616	$4.375M	0.3%	$288.76	+39.8%	Common	16119P108
CB	CHUBB LIMITED	27,071	$4.37M	0.3%	$98.32	+41.7%	Common	H1467J104
DUK	DUKE ENERGY CORP	45,018	$4.315M	0.3%	$52.30	+34.9%	Common	26441C204
PAAS	PAN AMERICAN SILVER CORP	273,827	$4.294M	0.3%	$15.72	+2.9%	Common	697900108
ADP	AUTOMATIC DATA PROCESSING	26,482	$4.275M	0.3%	$140.97	+2.1%	Common	053015103
—	CELGENE CORP	43,016	$4.271M	0.3%	$108.83	—	Common	151020104
INTU	INTUIT INC	15,893	$4.227M	0.3%	$130.00	+103.1%	Common	461202103
TJX	TJX COMPANIES INC	74,173	$4.134M	0.3%	$41.55	+20.6%	Common	872540109
BDX	BECTON DICKINSON & CO	16,334	$4.132M	0.3%	$122.19	+83.0%	Common	075887109
GS	GOLDMAN SACHS GROUP INC	19,679	$4.078M	0.3%	$146.81	+22.3%	Common	38141G104
SYK	STRYKER CORP	18,785	$4.063M	0.3%	$80.74	+148.0%	Common	863667101
CL	COLGATE-PALMOLIVE CO	53,823	$3.957M	0.3%	$62.36	+0.3%	Common	194162103
SO	SOUTHERN CO	63,780	$3.94M	0.3%	$31.68	+42.9%	Common	842587107
SU	SUNCOR ENERGY INC	123,870	$3.912M	0.3%	$24.95	-6.4%	Common	867224107
PNC	PNC FINANCIAL SERVICES GROUP	27,667	$3.878M	0.3%	$60.87	+76.9%	Common	693475105
AEM	AGNICO EAGLE MINES LTD	71,064	$3.81M	0.2%	$36.57	+34.0%	Common	008474108
ISRG	INTUITIVE SURGICAL INC	7,008	$3.784M	0.2%	$108.49	+59.4%	Common	46120E602
SPGI	S&P GLOBAL INC	15,031	$3.682M	0.2%	$98.56	+140.4%	Common	78409V104
BABA	ALIBABA GROUP HOLDING	21,532	$3.601M	0.2%	$182.47	—	Common	01609W102
ZTS	ZOETIS INC	28,633	$3.567M	0.2%	$47.88	+139.3%	Common	98978V103
ICLR	ICON PLC	24,019	$3.539M	0.2%	$79.18	+93.9%	Common	G4705A100
NOC	NORTHROP GRUMMAN CORP	9,361	$3.508M	0.2%	$161.64	+97.2%	Common	666807102
CCI	CROWN CASTLE INTL CORP	25,232	$3.508M	0.2%	$74.88	+39.9%	Common	22822V101
—	VMWARE INC	23,322	$3.5M	0.2%	$137.12	—	Common	928563402
FISV	FISERV INC	33,761	$3.497M	0.2%	$64.79	+57.6%	Common	337738108
AAL	AMERICAN AIRLINES GROUP INC	128,721	$3.472M	0.2%	$40.28	-28.0%	Common	02376R102
BSX	BOSTON SCIENTIFIC CORP	84,960	$3.457M	0.2%	$15.25	+177.9%	Common	101137107
TGT	TARGET CORP	32,229	$3.446M	0.2%	$54.44	+47.6%	Common	87612E106
MS	MORGAN STANLEY	80,480	$3.434M	0.2%	$26.40	+32.6%	Common	617446448
—	VIPER ENERGY PARTNERS LP LIMITED PARTNERS	122,944	$3.402M	0.2%	$33.10	—	Common	92763M105
—	FALCON MINERALS CORP	580,913	$3.34M	0.2%	$7.23	—	Common	30607B109
—	RAYTHEON CO	16,981	$3.332M	0.2%	$156.86	—	Common	755111507
—	BLACKROCK INC	7,427	$3.31M	0.2%	$320.61	—	Common	09247X101
CSX	CSX CORP	47,476	$3.289M	0.2%	$21.36	-0.0%	Common	126408103
WPM	WHEATON PRECIOUS METALS CORP	124,770	$3.274M	0.2%	$18.58	+34.7%	Common	962879102
DD	DUPONT DE NEWMOURS INC	45,721	$3.26M	0.2%	$27.24	-4.9%	Common	26614N102
SCCO	SOUTHERN COPPER CORP	94,904	$3.239M	0.2%	$25.64	-2.8%	Common	84265V105
ICE	INTERCONTINENTAL EXCHANGE INC	34,422	$3.176M	0.2%	$47.85	+75.7%	Common	45866F104
MRSH	MARSH & MCLENNAN COS	31,621	$3.164M	0.2%	$41.19	+119.8%	Common	571748102
—	BRIGHAM MINERALS INC	157,508	$3.134M	0.2%	$20.46	—	Common	10918L103
PLD	PROLOGIS INC	35,956	$3.064M	0.2%	$69.27	0.0%	Common	74340W103
AIG	AMERICAN INTERNATIONAL GROUP	53,937	$3.004M	0.2%	$36.99	+26.5%	Common	026874784
—	ALLERGAN PLC	17,736	$2.985M	0.2%	$290.92	—	Common	G0177J108
KMB	KIMBERLY-CLARK CORP	20,904	$2.969M	0.2%	$109.72	0.0%	Common	494368103
SCHW	SCHWAB (CHARLES) CORP	70,733	$2.959M	0.2%	$24.04	+53.5%	Common	808513105
EQIX	EQUINIX INC REIT	5,047	$2.911M	0.2%	$252.71	+88.9%	Common	29444U700
GM	GENERAL MOTORS CO	77,563	$2.907M	0.2%	$27.16	+32.6%	Common	37045V100
ITW	ILLINOIS TOOL WORKS	18,426	$2.883M	0.2%	$117.23	+11.1%	Common	452308109
APD	AIR PRODUCTS & CHEM INC	12,875	$2.856M	0.2%	$176.25	+9.2%	Common	009158106
EW	EDWARDS LIFESCIENCES CORP	12,916	$2.84M	0.2%	$26.65	+163.6%	Common	28176E108
LHX	L3 HARRIS TECHNOLOGIES INC	13,580	$2.833M	0.2%	$180.55	0.0%	Common	502431109
—	CONCHO RESOURCES INC	41,272	$2.802M	0.2%	$136.94	—	Common	20605P101
GPN	GLOBAL PAYMENTS INC	17,619	$2.801M	0.2%	$114.14	+36.1%	Common	37940X102
—	AON PLC	14,414	$2.79M	0.2%	$96.22	—	Common	G0408V102
EXC	EXELON CORP	57,716	$2.788M	0.2%	$15.93	+68.0%	Common	30161N101
ILMN	ILLUMINA INC	9,051	$2.753M	0.2%	$319.55	-7.8%	Common	452327109
WM	WASTE MANAGEMENT INC	23,740	$2.73M	0.2%	$39.46	+166.4%	Common	94106L109
ECL	ECOLAB INC	13,624	$2.698M	0.2%	$99.21	+88.7%	Common	278865100
AEP	AMERICAN ELECTRIC POWER CO	28,600	$2.68M	0.2%	$39.53	+83.2%	Common	025537101
NSC	NORFOLK SOUTHERN CORP	14,844	$2.667M	0.2%	$169.75	-4.9%	Common	655844108
GD	GENERAL DYNAMICS CORP	14,559	$2.66M	0.2%	$128.36	+25.0%	Common	369550108
PGR	PROGRESSIVE CORP	34,424	$2.659M	0.2%	$52.05	+24.2%	Common	743315103
SHW	SHERWIN-WILLIAMS CO	4,830	$2.656M	0.2%	$73.93	+117.5%	Common	824348106
PSX	PHILLIPS 66	25,876	$2.65M	0.2%	$47.56	+62.5%	Common	718546104
VRTX	VERTEX PHARMACEUTICALS INC	15,513	$2.628M	0.2%	$100.53	+76.0%	Common	92532F100
EMR	EMERSON ELECTRIC CO	38,275	$2.559M	0.2%	$42.88	+26.8%	Common	291011104
SYY	SYSCO CORP	32,228	$2.559M	0.2%	$34.12	+81.0%	Common	871829107
—	WALGREENS BOOTS ALLIANCE INC	46,052	$2.547M	0.2%	$55.51	—	Common	931427108
AGI	ALAMOS GOLD INC	436,105	$2.529M	0.2%	$5.71	+10.9%	Common	011532108
ROST	ROSS STORES INC	22,875	$2.513M	0.2%	$99.04	0.0%	Common	778296103
—	ACTIVISION BLIZZARD INC	47,461	$2.512M	0.2%	$49.93	—	Common	00507V109
BAX	BAXTER INTL INC	28,551	$2.497M	0.2%	$33.44	+125.8%	Common	071813109
ADI	ANALOG DEVICES INC	22,298	$2.491M	0.2%	$81.92	+23.1%	Common	032654105
BIIB	BIOGEN INC	10,697	$2.49M	0.2%	$305.00	-23.7%	Common	09062X103
BK	BANK OF NEW YORK MELLON CORP	54,443	$2.461M	0.2%	$25.39	+45.7%	Common	064058100
SRE	SEMPRA ENERGY	16,520	$2.439M	0.2%	$38.35	+48.2%	Common	816851109
TRV	TRAVELERS COMPANIES INC (THE)	15,994	$2.378M	0.2%	$109.26	+18.6%	Common	89417E109
—	BB&T CORP	43,671	$2.331M	0.2%	$41.99	—	Common	054937107
AFL	AFLAC INC	43,673	$2.285M	0.1%	$29.37	+54.5%	Common	001055102
ALL	ALLSTATE CORP	20,871	$2.268M	0.1%	$75.73	+18.4%	Common	020002101
F	FORD MOTOR CO	244,376	$2.238M	0.1%	$6.97	-0.3%	Common	345370860
EL	ESTEE LAUDER COMPANIES-CL A	11,192	$2.227M	0.1%	$134.56	+30.9%	Common	518439104
—	PARSLEY ENERGY INC	132,337	$2.223M	0.1%	$23.37	—	Common	701877102
ROP	ROPER TECHNOLOGIES INC	6,097	$2.174M	0.1%	$271.14	+29.0%	Common	776696106
—	LAM RESEARCH CORP	9,294	$2.148M	0.1%	$101.45	—	Common	512807108
ETN	EATON CORP PLC	25,822	$2.147M	0.1%	$65.52	+10.1%	Common	G29183103
JCI	JOHNSON CONTROLS INTERNATIONAL	48,840	$2.144M	0.1%	$33.22	+11.4%	Common	G51502105
HUM	HUMANA INC	8,329	$2.129M	0.1%	$176.19	+50.4%	Common	444859102
FDX	FEDEX CORP	14,568	$2.121M	0.1%	$166.43	-13.9%	Common	31428X106
YUM	YUM! BRANDS INC	18,630	$2.113M	0.1%	$91.91	+10.5%	Common	988498101
STZ	CONSTELLATION BRANDS INC - A	9,917	$2.056M	0.1%	$150.53	+20.1%	Common	21036P108
GIS	GENERAL MILLS INC	36,485	$2.011M	0.1%	$37.05	+17.1%	Common	370334104
XEL	XCEL ENERGY INC	30,914	$2.006M	0.1%	$25.68	+99.4%	Common	98389B100
MCO	MOODY'S CORP	9,786	$2.004M	0.1%	$68.27	+191.1%	Common	615369105
—	TWITTER INC.	47,688	$1.965M	0.1%	$42.12	—	Common	90184L102
MET	METLIFE INC	41,609	$1.962M	0.1%	$28.09	+37.0%	Common	59156R108
—	TE CONNECTIVITY LTD	20,757	$1.934M	0.1%	$58.40	—	Common	H84989104
ADSK	AUTODESK INC	12,930	$1.91M	0.1%	$132.48	+17.5%	Common	052769106
DOW	DOW INC	39,654	$1.89M	0.1%	$36.37	-10.0%	Common	260557103
EBAY	EBAY INC	48,428	$1.888M	0.1%	$36.84	-2.2%	Common	278642103
—	SUNTRUST BANKS INC	27,315	$1.879M	0.1%	$36.13	—	Common	867914103
OKE	ONEOK INC	25,428	$1.874M	0.1%	$43.86	+6.2%	Common	682680103
ORLY	O'REILLY AUTOMOTIVE INC	4,683	$1.866M	0.1%	$22.28	+15.9%	Common	67103H107
EQR	EQUITY RESIDENTIAL	21,584	$1.862M	0.1%	$51.08	+25.3%	Common	29476L107
WEC	WEC ENERGY GROUP INC	19,375	$1.843M	0.1%	$38.77	+89.6%	Common	92939U106
—	INGERSOLL-RAND PLC	14,904	$1.836M	0.1%	$57.57	—	Common	G47791101
PEG	PUBLIC SERVICE ENTERPRISE GP	29,469	$1.829M	0.1%	$26.13	+83.8%	Common	744573106
VFC	V F CORP	19,408	$1.727M	0.1%	$86.16	-0.8%	Common	918204108
APH	AMPHENOL CORP - CL A	17,893	$1.727M	0.1%	$16.98	+27.7%	Common	032095101
IQV	IQVIA HOLDINGS INC	11,351	$1.696M	0.1%	$114.75	+35.6%	Common	46266C105
SBAC	SBA COMMUNICATIONS CORP REIT	7,009	$1.69M	0.1%	$149.91	+52.5%	Common	78410G104
HLT	HILTON WORLDWIDE HOLDINGS INC	17,877	$1.665M	0.1%	$89.15	+4.8%	Common	43300A203
HPQ	HP INC	87,637	$1.658M	0.1%	$9.47	+66.2%	Common	40434L105
AZO	AUTOZONE INC	1,515	$1.643M	0.1%	$654.34	+71.3%	Common	053332102
ES	EVERSOURCE ENERGY COM	19,216	$1.642M	0.1%	$44.35	+42.4%	Common	30040W108
PPG	PPG INDUSTRIES INC	13,757	$1.63M	0.1%	$83.97	+21.3%	Common	693506107
—	DISCOVER FINANCIAL SERVICES	19,996	$1.621M	0.1%	$59.32	—	Common	254709108
PAYX	PAYCHEX INC	19,503	$1.614M	0.1%	$65.24	+6.0%	Common	704326107
ZBH	ZIMMER BIOMET HOLDINGS INC	11,682	$1.604M	0.1%	$94.39	+29.9%	Common	98956P102
VRSK	VERISK ANALYTICS INC	9,927	$1.57M	0.1%	$78.28	+90.2%	Common	92345Y106
DE	DEERE & CO	9,264	$1.563M	0.1%	$110.76	+31.8%	Common	244199105
TMUS	T-MOBILE US INC	19,751	$1.556M	0.1%	$75.70	0.0%	Common	872590104
—	FLEETCOR TECHNOLOGIES INC	5,279	$1.514M	0.1%	$210.71	—	Common	339041105
TDG	TRANSDIGM GROUP INC	2,893	$1.506M	0.1%	$153.62	+155.2%	Common	893641100
EIX	EDISON INTERNATIONAL	19,921	$1.502M	0.1%	$50.15	+8.1%	Common	281020107
TSN	TYSON FOODS INC - CL A	17,415	$1.5M	0.1%	$37.49	+88.5%	Common	902494103
BALL	BALL CORP	20,471	$1.49M	0.1%	$34.76	+99.2%	Common	058498106
FE	FIRST ENERGY CORP	30,494	$1.471M	0.1%	$25.75	+35.3%	Common	337932107
CMI	CUMMINS INC	8,968	$1.459M	0.1%	$119.87	+13.6%	Common	231021106
—	XILINX INC	14,958	$1.434M	0.1%	$43.69	—	Common	983919101
—	IHS MARKIT LTD	21,289	$1.424M	0.1%	$44.04	—	Common	G47567105
A	AGILENT TECHNOLOGIES INC	18,495	$1.417M	0.1%	$48.56	+42.1%	Common	00846U101
PRU	PRUDENTIAL FINANCIAL INC	15,555	$1.399M	0.1%	$46.89	+40.2%	Common	744320102
IDXX	IDEXX LABORATORIES INC	5,103	$1.388M	0.1%	$157.41	+76.8%	Common	45168D104
GLW	CORNING INC	48,634	$1.387M	0.1%	$14.17	+76.4%	Common	219350105
DTE	DTE ENERGY COMPANY	10,428	$1.387M	0.1%	$49.35	+80.2%	Common	233331107
MNST	MONSTER BEVERAGE CORP	23,857	$1.385M	0.1%	$24.16	+25.4%	Common	61174X109
ADM	ARCHER DANIELS MIDLAND CO	33,421	$1.373M	0.1%	$30.97	+6.7%	Common	039483102
COF	CAPITAL ONE FINANCIAL CORP	15,034	$1.368M	0.1%	$62.97	+28.1%	Common	14040H105
ETR	ENTERGY CORP	11,445	$1.343M	0.1%	$27.38	+58.6%	Common	29364G103
MTB	M & T BANK CORP	8,495	$1.342M	0.1%	$101.20	+26.4%	Common	55261F104
STT	STATE STREET CORP	22,343	$1.322M	0.1%	$49.81	-9.6%	Common	857477103
REGN	REGENERON PHARMACEUTICALS	4,740	$1.315M	0.1%	$339.35	-13.3%	Common	75886F107
ED	CONSOLIDATED EDISON INC	13,804	$1.304M	0.1%	$46.57	+51.4%	Common	209115104
HSY	HERSHEY CO/THE	8,392	$1.301M	0.1%	$90.21	+44.3%	Common	427866108
SWK	STANLEY BLACK & DECKER INC	8,895	$1.285M	0.1%	$68.92	+69.3%	Common	854502101
AWK	AMERICAN WATER WORKS CO INC	10,322	$1.282M	0.1%	$61.32	+74.5%	Common	030420103
KR	KROGER CO	49,636	$1.28M	0.1%	$23.63	-14.1%	Common	501044101
CTVA	CORTEVA INC	45,684	$1.279M	0.1%	$25.70	+3.8%	Common	22052L104
—	CERNER CORP	18,635	$1.27M	0.1%	$65.67	—	Common	156782104
LOW	LOWES COMPANIES INC	11,499	$1.264M	0.1%	$48.42	+94.2%	Common	548661107
AME	AMETEK INC	13,586	$1.247M	0.1%	$48.40	+74.7%	Common	031100100
HIG	HARTFORD FINANCIAL SVCS GROUP	20,545	$1.245M	0.1%	$29.22	+73.8%	Common	416515104
AMP	AMERIPRISE FINANCIAL INC	8,435	$1.241M	0.1%	$99.02	+26.5%	Common	03076C106
VRSN	VERISIGN INC	6,505	$1.227M	0.1%	$129.44	+57.4%	Common	92343E102
CMG	CHIPOTLE MEXICAN GRILL INC	1,459	$1.226M	0.1%	$8.17	+95.3%	Common	169656105
HPE	HEWLETT PACKARD ENTERPRISE CO	80,315	$1.218M	0.1%	$6.50	+78.3%	Common	42824C109
CLX	CLOROX COMPANY	7,834	$1.19M	0.1%	$114.10	+14.7%	Common	189054109
NTRS	NORTHERN TRUST CORP	12,567	$1.173M	0.1%	$46.15	+63.2%	Common	665859104
RSG	REPUBLIC SERVICES INC	13,367	$1.157M	0.1%	$59.86	+33.7%	Common	760759100
EXPE	EXPEDIA GROUP INC	8,593	$1.155M	0.1%	$119.65	+8.6%	Common	30212P303
SNPS	SYNOPSYS INC	8,382	$1.15M	0.1%	$66.92	+102.0%	Common	871607107
MSCI	MSCI INC	5,271	$1.148M	0.1%	$133.07	+63.3%	Common	55354G100
AEE	AMEREN CORP	14,026	$1.123M	0.1%	$30.15	+111.9%	Common	023608102
MKC	MCCORMICK & CO	7,148	$1.117M	0.1%	$48.96	+44.8%	Common	579780206
RMD	RESMED INC	8,194	$1.107M	0.1%	$97.04	+27.8%	Common	761152107
CDNS	CADENCE DESIGN SYSTEMS INC	16,724	$1.105M	0.1%	$37.24	+88.9%	Common	127387108
—	ANSYS INC	4,970	$1.1M	0.1%	$126.18	—	Common	03662Q105
CHD	CHURCH & DWIGHT CO INC	14,602	$1.099M	0.1%	$60.61	+15.8%	Common	171340102
FAST	FASTENAL CO	33,352	$1.09M	0.1%	$11.26	+17.5%	Common	311900104
FITB	FIFTH THIRD BANCORP	39,754	$1.088M	0.1%	$16.62	+27.9%	Common	316773100
RCL	ROYAL CARIBBEAN CRUISES LTD	10,011	$1.084M	0.1%	$79.23	+33.6%	Common	V7780T103
KHC	KRAFT HEINZ CO/THE	38,029	$1.062M	0.1%	$48.45	-56.3%	Common	500754106
OMC	OMNICOM GROUP	13,458	$1.054M	0.1%	$51.55	+21.9%	Common	681919106
LVS	LAS VEGAS SANDS CORP	18,215	$1.052M	0.1%	$53.36	0.0%	Common	517834107
DHI	DR HORTON INC	19,703	$1.039M	0.1%	$39.92	+11.9%	Common	23331A109
CCL	CARNIVAL CORP	23,777	$1.039M	0.1%	$36.50	+22.8%	Common	143658300
CMS	CMS ENERGY CORP	16,155	$1.033M	0.1%	$25.71	+95.7%	Common	125896100
CFG	CITIZENS FINANCIAL GROUP INC	28,975	$1.025M	0.1%	$15.47	+69.9%	Common	174610105
—	LABORATORY CRP OF AMER HLDGS	6,078	$1.021M	0.1%	$161.18	—	Common	50540R409
CINF	CINCINNATI FINANCIAL CORP	8,734	$1.019M	0.1%	$38.36	+142.8%	Common	172062101
MTD	METTLER-TOLEDO INTERNATIONAL I	1,437	$1.012M	0.1%	$754.23	-2.6%	Common	592688105
KEYS	KEYSIGHT TECHNOLOGIES INC	10,401	$1.011M	0.1%	$60.17	+54.0%	Common	49338L103
KEY	KEYCORP	56,560	$1.009M	0.1%	$11.97	+6.0%	Common	493267108
RF	REGIONS FINANCIAL CORP	62,780	$993K	0.1%	$8.92	+30.2%	Common	7591EP100
—	AMCOR PLC	100,687	$982K	0.1%	$8.51	-7.3%	Common	G0250X107
EFX	EQUIFAX INC	6,957	$979K	0.1%	$79.71	+68.1%	Common	294429105
FRCB	FIRST REPUBLIC BANK/CA	10,091	$976K	0.1%	$95.86	-3.3%	Common	33616C100
—	MAXIM INTEGRATED PRODUCTS INC	16,759	$971K	0.1%	$50.86	—	Common	57772K101
WAT	WATERS CORP	4,341	$969K	0.1%	$120.39	+79.3%	Common	941848103
—	KELLOGG CO	15,017	$966K	0.1%	$41.45	+9.4%	Common	487836108
CPRT	COPART INC	11,951	$960K	0.1%	$13.54	+43.3%	Common	217204106
AJG	ARTHUR J GALLAGHER & CO	10,493	$940K	0.1%	$39.65	+109.7%	Common	363576109
CBRE	CBRE GROUP INC - A	17,630	$935K	0.1%	$29.46	+78.5%	Common	12504L109
D	DOMINION RESOURCES INC VA	11,492	$931K	0.1%	$49.46	+18.1%	Common	25746U109
AKAM	AKAMAI TECHNOLOGIES INC	10,049	$918K	0.1%	$53.03	+63.7%	Common	00971T101
HBAN	HUNTINGTON BANCSHARES INC	64,276	$917K	0.1%	$9.77	+3.7%	Common	446150104
LEN	LENNAR CORP CLASS A	16,062	$897K	0.1%	$46.22	-2.9%	Common	526057104
EVRG	EVERGY INC	13,431	$894K	0.1%	$40.44	+22.0%	Common	30034W106
—	SYMANTEC CORP	37,513	$886K	0.1%	$21.35	—	Common	871503108
CAG	CONAGRA FOODS INC	27,990	$859K	0.1%	$20.80	+6.6%	Common	205887102
DRI	DARDEN RESTAURANTS INC	7,269	$859K	0.1%	$53.59	+90.7%	Common	237194105
GPC	GENUINE PARTS CO	8,590	$855K	0.1%	$64.22	+24.3%	Common	372460105
ULTA	ULTA SALON COSMETICS & FRAGRAN	3,395	$851K	0.1%	$217.71	+40.9%	Common	90384S303
DOV	DOVER CORP	8,550	$851K	0.1%	$75.02	+16.8%	Common	260003108
BR	BROADRIDGE FINANCIAL SOLUTIONS	6,837	$851K	0.1%	$99.13	+16.4%	Common	11133T103
SWKS	SKYWORKS SOLUTIONS INC	10,703	$848K	0.1%	$69.94	-2.1%	Common	83088M102
—	HESS CORP	13,997	$847K	0.1%	$72.18	—	Common	42809H107
—	COOPER COMPANIES INC	2,849	$846K	0.1%	$190.53	—	Common	216648402
BTG	B2GOLD CORP	257,900	$833K	0.1%	$2.09	+28.4%	Common	11777Q209
—	KANSAS CITY SOUTHERN	6,254	$832K	0.1%	$104.38	—	Common	485170302
HOLX	HOLOGIC INC	16,352	$826K	0.1%	$35.09	+40.2%	Common	436440101
XYL	XYLEM INC	10,352	$824K	0.1%	$32.71	+122.6%	Common	98419M100
—	CBS CORP - CLASS B NON VOTING	20,197	$815K	0.1%	$48.79	—	Common	124857202
TTWO	TAKE-TWO INTERACTIVE SOFTWARE	6,450	$808K	0.1%	$112.01	+11.4%	Common	874054109
KMX	CARMAX INC	9,150	$805K	0.1%	$62.22	+37.9%	Common	143130102
ALGN	ALIGN TECHNOLOGY INC	4,443	$804K	0.1%	$293.52	-29.2%	Common	016255101
ATO	ATMOS ENERGY CORP	7,000	$797K	0.1%	$82.49	+13.3%	Common	049560105
FTV	FORTIVE CORP	11,565	$793K	0.1%	$31.09	+44.3%	Common	34959J108
HST	HOST HOTELS & RESORTS INC	45,820	$792K	0.1%	$13.53	0.0%	Common	44107P104
MGM	MGM RESORTS INTERNATIONAL	28,379	$787K	0.1%	$30.64	-7.8%	Common	552953101
VMC	VULCAN MATERIALS CO	5,161	$781K	0.1%	$109.82	+21.7%	Common	929160109
EXPD	EXPEDITORS INTL WASH INC	10,497	$780K	0.1%	$44.69	+51.8%	Common	302130109
NTAP	NETAPP INC	14,736	$774K	0.1%	$57.19	-21.4%	Common	64110D104
IT	GARTNER INC	5,406	$773K	0.1%	$106.93	+35.9%	Common	366651107
IFF	INTL FLAVORS & FRAGRANCES INC	6,273	$770K	0.1%	$112.05	-4.2%	Common	459506101
INCY	INCYTE CORP	10,359	$769K	0.1%	$93.25	-13.3%	Common	45337C102
CBOE	CBOE HOLDINGS INC	6,655	$765K	0.1%	$95.60	+11.2%	Common	12503M108
—	CITRIX SYSTEMS INC	7,892	$762K	0.0%	$99.61	—	Common	177376100
CNP	CENTERPOINT ENERGY INC	24,771	$748K	0.0%	$15.49	+55.6%	Common	15189T107
LNC	LINCOLN NATIONAL CORP	12,401	$748K	0.0%	$31.20	+41.3%	Common	534187109
HAS	HASBRO INC	6,286	$746K	0.0%	$40.38	+121.5%	Common	418056107
MKTX	MARKETAXESS HOLDINGS INC	2,267	$742K	0.0%	$289.77	+15.6%	Common	57060D108
—	ARISTA NETWORKS INC	3,050	$729K	0.0%	$265.25	—	Common	040413106
—	CENTURYLINK INC	56,882	$710K	0.0%	$16.34	—	Common	156700106
LNT	ALLIANT ENERGY CORP	12,768	$689K	0.0%	$29.19	+44.2%	Common	018802108
NDAQ	NASDAQ INC	6,815	$677K	0.0%	$13.84	+119.0%	Common	631103108
FMC	FMC CORP	7,681	$673K	0.0%	$36.57	+95.2%	Common	302491303
FOXA	FOX CORP CL A	21,216	$669K	0.0%	$35.41	-10.3%	Common	35137L105
FTNT	FORTINET INC	8,711	$669K	0.0%	$15.52	+4.6%	Common	34959E109
JKHY	HENRY (JACK) & ASSOCIATES INC	4,462	$651K	0.0%	$130.40	+0.6%	Common	426281101
—	VARIAN MEDICAL SYSTEMS INC	5,465	$651K	0.0%	$77.41	—	Common	92220P105
—	E TRADE FINANCIAL CORP	14,813	$647K	0.0%	$40.23	—	Common	269246401
TAP	MOLSON COORS BREWING CO	11,246	$647K	0.0%	$61.27	-25.3%	Common	60871R209
—	SVB FINANCIAL GROUP	3,082	$644K	0.0%	$239.89	—	Common	78486Q101
TSCO	TRACTOR SUPPLY COMPANY	7,070	$639K	0.0%	$14.93	+25.6%	Common	892356106
BF/B	BROWN-FORMAN CORP - CLASS B	10,059	$632K	0.0%	$35.61	+46.8%	Common	115637209
—	PRETIUM RESOURCES INC	54,820	$631K	0.0%	$9.98	—	Common	74139C102
LDOS	LEIDOS HOLDINGS INC	7,337	$630K	0.0%	$76.85	0.0%	Common	525327102
AES	AES CORP	38,346	$627K	0.0%	$9.74	+31.6%	Common	00130H105
NCLH	NORWEGIAN CRUISE LINE HOLDINGS	12,096	$626K	0.0%	$56.85	-10.8%	Common	G66721104
RJF	RAYMOND JAMES FINANCIAL INC	7,575	$625K	0.0%	$45.02	+9.3%	Common	754730109
NG	NOVAGOLD RESOURCES INC	102,147	$620K	0.0%	$5.17	+26.9%	Common	66987E206
GL	GLOBE LIFE INC	6,443	$617K	0.0%	$86.06	0.0%	Common	37959E102
UHS	UNIVERSAL HEALTH SVCS CLASS B	4,151	$617K	0.0%	$112.17	+24.2%	Common	913903100
PNW	PINNACLE WEST CAPITAL CORP	6,335	$615K	0.0%	$42.44	+69.3%	Common	723484101
WYNN	WYNN RESORTS LTD	5,649	$614K	0.0%	$121.12	-6.6%	Common	983134107
IEX	IDEX CORP	3,724	$610K	0.0%	$153.63	0.0%	Common	45167R104
FTI	TECHNIPFMC PLC	25,110	$606K	0.0%	$19.03	-6.7%	Common	G87110105
—	TIFFANY & CO	6,527	$605K	0.0%	$75.04	—	Common	886547108
IP	INTERNATIONAL PAPER CO	14,358	$600K	0.0%	$29.34	0.0%	Common	460146103
—	NOBLE ENERGY INC	26,683	$599K	0.0%	$47.27	—	Common	655044105
LKQ	LKQ CORPORATION	18,856	$593K	0.0%	$24.56	0.0%	Common	501889208
DVN	DEVON ENERGY CORP	24,604	$592K	0.0%	$27.91	-35.3%	Common	25179M103
GRMN	GARMIN LTD	6,958	$589K	0.0%	$70.24	-0.7%	Common	H2906T109
NI	NISOURCE INC	19,589	$586K	0.0%	$11.88	+99.8%	Common	65473P105
HCA	HCA HOLDINGS INC	4,822	$581K	0.0%	$122.45	0.0%	Common	40412C101
—	JACOBS ENGINEERING GROUP INC	6,350	$581K	0.0%	$75.12	—	Common	469814107
URI	UNITED RENTALS INC	4,564	$569K	0.0%	$150.73	-22.1%	Common	911363109
HII	HUNTINGTON INGALLS INDUSTRIES	2,662	$564K	0.0%	$203.57	-7.2%	Common	446413106
NVR	NVR INC	150	$558K	0.0%	$3520.81	0.0%	Common	62944T105
PHM	PULTEGROUP INC	15,158	$554K	0.0%	$26.11	+19.2%	Common	745867101
TFX	TELEFLEX INC	1,627	$553K	0.0%	$271.64	+23.6%	Common	879369106
—	MYLAN NV	27,854	$551K	0.0%	$37.35	—	Common	N59465109
QRVO	QORVO INC	7,243	$537K	0.0%	$73.19	-0.7%	Common	74736K101
RVTY	PERKINELMER INC	6,252	$532K	0.0%	$36.89	+133.6%	Common	714046109
—	ARCONIC INC	20,413	$531K	0.0%	$18.54	—	Common	03965L100
NRG	NRG ENERGY INC	13,380	$530K	0.0%	$14.55	+106.9%	Common	629377508
CPB	CAMPBELL SOUP CO	11,156	$523K	0.0%	$35.04	0.0%	Common	134429109
CMA	COMERICA INC	7,929	$523K	0.0%	$33.36	+44.9%	Common	200340107
CE	CELANESE CORP - SERIES A	4,258	$521K	0.0%	$85.53	+16.9%	Common	150870103
AVY	AVERY DENNISON CORP	4,535	$515K	0.0%	$98.88	+3.3%	Common	053611109
SNA	SNAP-ON INC	3,282	$514K	0.0%	$124.36	+4.4%	Common	833034101
FFIV	F5 NETWORKS INC	3,630	$510K	0.0%	$160.92	-14.1%	Common	315616102
OEF	ISHARES S&P 100 INDEX FUND	3,874	$509K	0.0%	$122.43	—	Common	464287101
ZION	ZIONS BANCORPORATION N.A.	11,255	$501K	0.0%	$53.82	-19.7%	Common	989701107
—	JUNIPER NETWORKS INC	19,967	$494K	0.0%	$24.35	—	Common	48203R104
—	WESTROCK CO	13,524	$493K	0.0%	$47.01	—	Common	96145D105
WHR	WHIRLPOOL CORP	3,102	$491K	0.0%	$151.94	-5.5%	Common	963320106
GWW	GRAINGER WW INC	1,630	$484K	0.0%	$270.51	-5.1%	Common	384802104
ALK	ALASKA AIR GROUP INC	7,431	$482K	0.0%	$64.43	-3.5%	Common	011659109
ALLE	ALLEGION PLC	4,553	$472K	0.0%	$62.70	+49.9%	Common	G0176J109
—	HOLLYFRONTIER CORP	8,726	$468K	0.0%	$68.42	—	Common	436106108
XRAY	DENTSPLY SIRONA INC	8,730	$465K	0.0%	$60.33	-11.0%	Common	24906P109
CTRA	CABOT OIL & GAS CORP	26,333	$463K	0.0%	$17.68	-18.8%	Common	127097103
—	DISCOVERY COMMUNICATIONS -C	18,594	$458K	0.0%	$24.03	—	Common	25470F302
—	ABIOMED INC	2,575	$458K	0.0%	$397.73	—	Common	003654100
—	DISH Network Corp	13,303	$453K	0.0%	$63.47	—	Common	25470M109
KSS	KOHLS CORP	8,972	$446K	0.0%	$49.04	0.0%	Common	500255104
FBIN	FORTUNE BRANDS HOME & SECURITY	7,836	$429K	0.0%	$42.50	-2.9%	Common	34964C106
CTSH	COGNIZANT TECH SOLUTIONS - A	7,119	$429K	0.0%	$70.43	-18.5%	Common	192446102
NWL	NEWELL BRANDS INC	22,855	$428K	0.0%	$10.96	+9.5%	Common	651229106
—	NIELSEN HOLDINGS PLC	19,700	$419K	0.0%	$26.18	—	Common	G6518L108
MOS	MOSAIC CO/THE	20,387	$418K	0.0%	$26.06	-26.0%	Common	61945C103
AIZ	ASSURANT INC	3,235	$407K	0.0%	$84.98	+24.5%	Common	04621X108
PRGO	PERRIGO CO PLC	7,171	$401K	0.0%	$46.80	+8.8%	Common	G97822103
EMN	EASTMAN CHEMICAL CO	5,366	$396K	0.0%	$56.99	0.0%	Common	277432100
DVA	DAVITA HEALTHCARE PARTNERS INC	6,844	$391K	0.0%	$59.52	-2.4%	Common	23918K108
UNM	UNUM GROUP	13,057	$388K	0.0%	$29.07	+2.2%	Common	91529Y106
PNR	PENTAIR PLC	9,779	$370K	0.0%	$34.59	-1.7%	Common	G7S00T104
XRX	XEROX HOLDINGS CORP COMMON	12,081	$361K	0.0%	$31.33	0.0%	Common	98421M106
MLM	MARTIN MARIETTA MATERIALS INC	1,287	$353K	0.0%	$187.88	+25.8%	Common	573284106
FLS	FLOWSERVE CORP	7,121	$333K	0.0%	$44.44	-7.6%	Common	34354P105
PWR	QUANTA SERVICES INC	8,768	$331K	0.0%	$23.94	+48.5%	Common	74762E102
DGX	QUEST DIAGNOSTICS INC	3,045	$326K	0.0%	$55.96	+61.8%	Common	74834L100
EQX	EQUINOX GOLD CORP	61,298	$324K	0.0%	$5.48	0.0%	Common	29446Y502
—	PEOPLE'S UNITED FINANCIAL INC	20,134	$315K	0.0%	$15.77	—	Common	712704105
FOX	FOX CORP CL B	9,687	$306K	0.0%	$34.51	-8.6%	Common	35137L204
NWSA	NEWS CORP	21,441	$298K	0.0%	$11.64	+9.8%	Common	65249B109
ROL	ROLLINS INC	8,686	$296K	0.0%	$23.16	-8.3%	Common	775711104
CNC	CENTENE CORP	6,776	$293K	0.0%	$48.70	0.0%	Common	15135B101
IPGP	IPG PHOTONICS CORP	2,107	$286K	0.0%	$150.96	-12.3%	Common	44980X109
—	NORDSTROM INC	6,827	$230K	0.0%	$34.30	—	Common	655664100
—	DISCOVERY COMMUNICATIONS -A	8,337	$222K	0.0%	$27.63	—	Common	25470F104
UAA	UNDER ARMOUR INC	11,035	$220K	0.0%	$36.69	-39.9%	Common	904311107
UA	UNDER ARMOUR INC Class C	10,863	$197K	0.0%	$34.80	-43.4%	Common	904311206
COTY	COTY INC	18,329	$193K	0.0%	$9.00	+11.8%	Common	222070203
SJM	JM SMUCKER CO/THE	1,504	$165K	0.0%	$82.57	+9.6%	Common	832696405
—	APACHE CORP	6,410	$164K	0.0%	$49.71	—	Common	037411105
—	INTERPUBLIC GROUP OF COS INC	7,354	$159K	0.0%	$12.28	+36.1%	Common	460690100
CAH	CARDINAL HEALTH INC	3,304	$156K	0.0%	$38.16	-0.0%	Common	14149Y108
CDW	CDW CORP/DE	1,269	$156K	0.0%	$106.19	0.0%	Common	12514G108
WMB	WILLIAMS COS INC	6,365	$153K	0.0%	$20.80	-15.2%	Common	969457100
MHK	MOHAWK INDUSTRIES INC	1,222	$152K	0.0%	$155.52	-17.5%	Common	608190104
NWS	NEWS CORP Class B	6,591	$94,000	0.0%	$14.28	-8.0%	Common	65249B208
—	GENERAL ELECTRIC CO	9,960	$89,000	0.0%	$20.93	—	Common	369604103
SPG	SIMON PROPERTY GROUP INC	352	$55,000	0.0%	$101.24	+7.6%	Common	828806109
SLB	SCHLUMBERGER LTD	1,561	$53,000	0.0%	$44.59	-30.6%	Common	806857108
KMI	KINDER MORGAN INC	2,040	$42,000	0.0%	$19.88	-29.2%	Common	49456B101
OXY	OCCIDENTAL PETROLEUM CORP	826	$37,000	0.0%	$57.01	-26.8%	Common	674599105
EXR	EXTRA SPACE STORAGE INC REIT	4	$0	0.0%	$56.43	+60.9%	Common	30225T102