Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES CORE S&P500 ETF	3,571,917	$1.2B	55.8%	$270.91	—	Common	464287200
TIP	ISHARES TR TIPS BD ETF	517,928	$65.52M	3.0%	$126.50	—	Common	464287176
AAPL	APPLE INC COM	467,953	$54.19M	2.5%	$83.16	+27.4%	Common	037833100
MSFT	MICROSOFT CORP COM	179,843	$37.83M	1.8%	$44.29	+353.2%	Common	594918104
EMB	ISHARES TR JPMORGAN USD EMG	301,443	$33.43M	1.6%	$110.89	—	Common	464288281
AMZN	AMAZON COM INC COM	10,571	$33.28M	1.5%	$29.52	+434.1%	Common	023135106
VWO	VANGUARD INTL EQUITY INDEX F	751,904	$32.51M	1.5%	$43.24	—	Common	922042858
BKLN	INVESCO EXCHANGE-TRADED FD TR SR LN ETF	1,142,326	$24.83M	1.2%	$21.74	—	Common	46138G508
META	FACEBOOK INC CL A	67,761	$17.75M	0.8%	$84.14	+204.4%	Common	30303M102
GOOGL	ALPHABET INC CAP STK CL A	9,178	$13.45M	0.6%	$42.50	+77.9%	Common	02079K305
GSG	ISHARES S&P GSCI COMMODITY-	1,197,703	$12.88M	0.6%	$10.75	—	Common	46428R107
V	VISA INC COM CL A	54,215	$10.84M	0.5%	$73.56	+161.3%	Common	92826C839
GOOG	ALPHABET INC CAP STK CL C	7,207	$10.59M	0.5%	$40.44	+87.2%	Common	02079K107
NVDA	NVIDIA CORPORATION COM	18,930	$10.24M	0.5%	$1.88	+516.7%	Common	67066G104
PG	PROCTER AND GAMBLE CO COM	70,357	$9.779M	0.5%	$69.03	+68.5%	Common	742718109
ADBE	ADOBE INC	19,308	$9.469M	0.4%	$98.01	+374.6%	Common	00724F101
JNJ	JOHNSON & JOHNSON COM	62,448	$9.297M	0.4%	$76.82	+65.3%	Common	478160104
HD	HOME DEPOT INC COM	33,098	$9.192M	0.4%	$88.84	+167.5%	Common	437076102
UNH	UNITEDHEALTH GROUP INC COM	28,604	$8.918M	0.4%	$95.35	+194.9%	Common	91324P102
MA	MASTERCARD INCORPORATED CL A	24,621	$8.326M	0.4%	$94.77	+233.1%	Common	57636Q104
PYPL	PAYPAL HLDGS INC COM	39,016	$7.687M	0.4%	$80.43	+133.6%	Common	70450Y103
TSLA	TESLA INC COM	16,514	$7.085M	0.3%	$98.94	+19.3%	Common	88160R101
INTC	INTEL CORP COM	134,141	$6.946M	0.3%	$27.02	+72.2%	Common	458140100
TMO	THERMO FISHER SCIENTIFIC INC COM	15,582	$6.88M	0.3%	$133.07	+206.2%	Common	883556102
DIS	DISNEY WALT CO COM	53,004	$6.577M	0.3%	$79.86	+52.9%	Common	254687106
JPM	JPMORGAN CHASE & CO COM	68,087	$6.555M	0.3%	$51.78	+65.0%	Common	46625H100
BAC	BK OF AMERICA CORP COM	259,115	$6.242M	0.3%	$14.85	+46.9%	Common	060505104
PFE	PFIZER INC COM	168,567	$6.186M	0.3%	$19.20	+41.2%	Common	717081103
DHR	DANAHER CORPORATION COM	28,182	$6.068M	0.3%	$58.20	+198.5%	Common	235851102
AVGO	BROADCOM INC COM	16,223	$5.91M	0.3%	$20.54	+44.4%	Common	11135F101
CRM	SALESFORCE COM INC COM	23,198	$5.83M	0.3%	$74.76	+189.3%	Common	79466L302
MRK	MERCK & CO. INC COM	69,968	$5.804M	0.3%	$37.54	+75.6%	Common	58933Y105
CMCSA	COMCAST CORP NEW CL A	120,746	$5.586M	0.3%	$26.52	+41.8%	Common	20030N101
VZ	VERIZON COMMUNICATIONS COM	92,592	$5.508M	0.3%	$29.59	+43.9%	Common	92343V104
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	25,769	$5.487M	0.3%	$136.41	+50.0%	Common	084670702
COST	COSTCO WHSL CORP NEW COM	14,990	$5.321M	0.2%	$136.01	+127.2%	Common	22160K105
KO	COCA COLA CO COM	105,568	$5.212M	0.2%	$31.24	+30.6%	Common	191216100
PEP	PEPSICO INC COM	36,892	$5.113M	0.2%	$68.17	+69.0%	Common	713448108
CSCO	CISCO SYS INC COM	129,736	$5.11M	0.2%	$20.60	+79.9%	Common	17275R102
LLY	LILLY ELI & CO COM	33,988	$5.031M	0.2%	$76.82	+89.8%	Common	532457108
ACN	ACCENTURE PLC IRELAND SHS CLASS A	22,248	$5.028M	0.2%	$90.48	+134.6%	Common	G1151C101
ABBV	ABBVIE INC COM	56,610	$4.958M	0.2%	$41.09	+85.7%	Common	00287Y109
NFLX	NETFLIX COM INC COM	9,887	$4.944M	0.2%	$15.26	+226.1%	Common	64110L106
NEE	NEXTERA ENERGY INC COM	17,404	$4.831M	0.2%	$24.15	+149.6%	Common	65339F101
ABT	ABBOTT LABS COM	44,290	$4.82M	0.2%	$39.37	+134.6%	Common	002824100
NOW	SERVICENOW INC COM	9,683	$4.696M	0.2%	$64.04	+39.5%	Common	81762P102
T	AT&T INC COM	161,368	$4.601M	0.2%	$12.58	+23.7%	Common	00206R102
MCD	MCDONALDS CORP COM	20,724	$4.549M	0.2%	$92.59	+95.9%	Common	580135101
AMGN	AMGEN INC COM	17,501	$4.448M	0.2%	$93.32	+124.5%	Common	031162100
FIS	FIDELITY NATL INFORMATION SVCS COM	30,042	$4.422M	0.2%	$118.08	+9.1%	Common	31620M106
UNP	UNION PAC CORP COM	22,193	$4.369M	0.2%	$104.01	+58.5%	Common	907818108
UPS	UNITED PARCEL SERVICE INC CL B	26,217	$4.369M	0.2%	$70.23	+67.1%	Common	911312106
TXN	TEXAS INSTRS INC COM	29,559	$4.221M	0.2%	$44.97	+159.8%	Common	882508104
MDT	MEDTRONIC PLC SHS	40,344	$4.193M	0.2%	$62.40	+38.2%	Common	G5960L103
ZTS	ZOETIS INC CL A	25,124	$4.155M	0.2%	$59.67	+145.9%	Common	98978V103
NKE	NIKE INC CL B	32,807	$4.119M	0.2%	$49.65	+100.7%	Common	654106103
ORCL	ORACLE CORP COM	67,399	$4.024M	0.2%	$30.93	+70.6%	Common	68389X105
SPGI	S&P GLOBAL INC COM	11,114	$4.008M	0.2%	$136.28	+147.6%	Common	78409V104
CVX	CHEVRON CORP NEW COM	54,698	$3.938M	0.2%	$76.99	-13.6%	Common	166764100
WMT	WALMART INC COM	27,881	$3.901M	0.2%	$21.70	+90.4%	Common	931142103
SNPS	SYNOPSYS INC COM	18,063	$3.865M	0.2%	$86.66	+134.9%	Common	871607107
XOM	EXXON MOBIL CORP COM	110,855	$3.806M	0.2%	$54.43	-40.6%	Common	30231G102
MDLZ	MONDELEZ INTL INC COM	65,453	$3.76M	0.2%	$34.54	+40.6%	Common	609207105
BMY	BRISTOL-MYERS SQUIBB CO COM	61,214	$3.691M	0.2%	$37.75	+28.7%	Common	110122108
—	ANSYS INC COM	11,123	$3.64M	0.2%	$165.69	—	Common	03662Q105
QCOM	QUALCOMM INC COM	29,902	$3.519M	0.2%	$49.00	+94.2%	Common	747525103
LOW	LOWES COS INC COM	20,752	$3.442M	0.2%	$50.71	+175.8%	Common	548661107
IBM	INTERNATIONAL BUSINESS MACHS COM	27,728	$3.374M	0.2%	$102.91	-8.8%	Common	459200101
RTX	RAYTHEON TECHNOLOGIES CORP COM	58,258	$3.352M	0.2%	$54.61	-1.7%	Common	75513E101
CHTR	CHARTER COMMUNICATIONS INC NEW CL A	5,225	$3.262M	0.2%	$248.02	+137.9%	Common	16119P108
HON	HONEYWELL INTL INC COM	19,089	$3.142M	0.1%	$75.56	+76.3%	Common	438516106
BABA	ALIBABA GROUP HLDG LTD SPONSORED ADS	10,600	$3.116M	0.1%	$166.92	—	Common	01609W102
AMT	AMERICAN TOWER CORP NEW COM	12,634	$3.054M	0.1%	$83.63	+159.1%	Common	03027X100
EW	EDWARDS LIFESCIENCES CORP COM	37,835	$3.02M	0.1%	$63.36	+23.2%	Common	28176E108
BSX	BOSTON SCIENTIFIC CORP COM	78,865	$3.013M	0.1%	$22.78	+69.1%	Common	101137107
SBUX	STARBUCKS CORP COM	34,702	$2.982M	0.1%	$41.93	+68.9%	Common	855244109
CAT	CATERPILLAR INC DEL COM	19,600	$2.923M	0.1%	$86.17	+47.2%	Common	149123101
TGT	TARGET CORP COM	18,404	$2.897M	0.1%	$56.74	+109.1%	Common	87612E106
MU	MICRON TECHNOLOGY INC COM	61,317	$2.879M	0.1%	$34.20	+38.1%	Common	595112103
WFC	WELLS FARGO & CO NEW COM	119,428	$2.808M	0.1%	$34.64	-37.0%	Common	949746101
A	AGILENT TECHNOLOGIES INC COM	27,703	$2.796M	0.1%	$68.28	+36.5%	Common	00846U101
MRSH	MARSH & MCLENNAN COS INC COM	24,368	$2.795M	0.1%	$62.36	+69.4%	Common	571748102
DE	DEERE & CO COM	12,475	$2.765M	0.1%	$132.98	+35.2%	Common	244199105
AXP	AMERICAN EXPRESS CO COM	27,279	$2.735M	0.1%	$74.45	+23.4%	Common	025816109
C	CITIGROUP INC COM	62,810	$2.708M	0.1%	$40.50	+1.3%	Common	172967424
GILD	GILEAD SCIENCES INC COM	42,108	$2.661M	0.1%	$51.22	+9.6%	Common	375558103
ADP	AUTOMATIC DATA PROCESSING INC COM	18,619	$2.597M	0.1%	$72.46	+72.5%	Common	053015103
CSX	CSX CORP COM	33,029	$2.565M	0.1%	$16.93	+35.5%	Common	126408103
BDX	BECTON DICKINSON & CO COM	11,003	$2.56M	0.1%	$132.16	+70.5%	Common	075887109
CCI	CROWN CASTLE INTL CORP NEW COM	15,371	$2.559M	0.1%	$65.51	+97.0%	Common	22822V101
TJX	TJX COS INC NEW COM	45,654	$2.541M	0.1%	$37.81	+32.4%	Common	872540109
ISRG	INTUITIVE SURGICAL INC COM NEW	3,579	$2.539M	0.1%	$168.53	+33.2%	Common	46120E602
BA	BOEING CO COM	15,325	$2.533M	0.1%	$141.39	+20.5%	Common	097023105
IQV	IQVIA HLDGS INC COM	16,032	$2.527M	0.1%	$148.49	+5.5%	Common	46266C105
KEYS	KEYSIGHT TECHNOLOGIES INC COM	25,568	$2.526M	0.1%	$86.27	+13.9%	Common	49338L103
ROK	ROCKWELL AUTOMATION INC COM	11,377	$2.511M	0.1%	$140.34	+45.1%	Common	773903109
LMT	LOCKHEED MARTIN CORP COM	6,346	$2.432M	0.1%	$179.42	+83.4%	Common	539830109
BIIB	BIOGEN INC COM	8,414	$2.387M	0.1%	$260.03	+7.3%	Common	09062X103
CME	CME GROUP INC COM	14,223	$2.38M	0.1%	$81.14	+67.9%	Common	12572Q105
ELV	ANTHEM INC COM	8,696	$2.336M	0.1%	$128.77	+94.2%	Common	036752103
—	BLACKROCK INC CL A	4,140	$2.333M	0.1%	$378.91	—	Common	09247X101
REGN	REGENERON PHARMACEUTICALS COM	4,049	$2.267M	0.1%	$355.48	+69.6%	Common	75886F107
CVS	CVS HEALTH CORP COM	38,637	$2.256M	0.1%	$51.98	+0.8%	Common	126650100
CMS	CMS ENERGY CORP COM	36,701	$2.254M	0.1%	$38.62	+34.8%	Common	125896100
SO	SOUTHERN CO COM	40,732	$2.208M	0.1%	$30.13	+44.5%	Common	842587107
ETN	EATON CORP PLC SHS	21,631	$2.207M	0.1%	$56.26	+58.5%	Common	G29183103
DLR	DIGITAL RLTY TR INC COM	14,882	$2.184M	0.1%	$86.75	+43.2%	Common	253868103
PM	PHILIP MORRIS INTL INC COM	29,058	$2.179M	0.1%	$53.45	+10.1%	Common	718172109
WM	WASTE MGMT INC DEL COM	19,239	$2.177M	0.1%	$43.31	+134.0%	Common	94106L109
BBY	BEST BUY INC COM	19,468	$2.167M	0.1%	$38.24	+114.0%	Common	086516101
D	DOMINION ENERGY INC COM	26,910	$2.124M	0.1%	$45.03	+37.8%	Common	25746U109
ECL	ECOLAB INC COM	10,500	$2.098M	0.1%	$110.34	+70.8%	Common	278865100
HCA	HCA HEALTHCARE INC COM	16,774	$2.091M	0.1%	$77.11	+53.4%	Common	40412C101
BKNG	BOOKING HOLDINGS INC COM	1,215	$2.078M	0.1%	$1926.21	-10.3%	Common	09857L108
SWK	STANLEY BLACK & DECKER INC COM	12,785	$2.074M	0.1%	$105.17	+24.7%	Common	854502101
TMUS	T-MOBILE US INC COM	18,044	$2.064M	0.1%	$46.41	+130.7%	Common	872590104
CI	CIGNA CORP NEW COM	12,169	$2.062M	0.1%	$172.71	-6.8%	Common	125523100
—	ACTIVISION BLIZZARD INC COM	25,382	$2.055M	0.1%	$76.70	—	Common	00507V109
—	COOPER COS INC COM NEW	6,073	$2.047M	0.1%	$255.17	—	Common	216648402
PH	PARKER HANNIFIN CORP COM	10,015	$2.026M	0.1%	$132.27	+38.2%	Common	701094104
SHW	SHERWIN WILLIAMS CO COM	2,901	$2.021M	0.1%	$98.97	+110.4%	Common	824348106
ENTG	ENTEGRIS INC COM	27,148	$2.018M	0.1%	$38.63	+69.9%	Common	29362U104
MKC	MCCORMICK & CO INC COM NON VTG	10,338	$2.007M	0.1%	$39.08	+124.3%	Common	579780206
PTC	PTC INC COM	23,952	$1.981M	0.1%	$69.04	+23.4%	Common	69370C100
CHD	CHURCH & DWIGHT INC COM	20,594	$1.93M	0.1%	$40.84	+108.7%	Common	171340102
MMM	3M CO COM	12,044	$1.929M	0.1%	$91.54	+20.6%	Common	88579Y101
EL	LAUDER ESTEE COS INC CL A	8,690	$1.897M	0.1%	$123.27	+54.8%	Common	518439104
PCAR	PACCAR INC COM	22,179	$1.891M	0.1%	$32.27	+42.4%	Common	693718108
DUK	DUKE ENERGY CORP NEW COM NEW	20,993	$1.859M	0.1%	$45.75	+45.8%	Common	26441C204
COF	CAPITAL ONE FINL CORP COM	25,787	$1.853M	0.1%	$79.27	-23.1%	Common	14040H105
EA	ELECTRONIC ARTS INC COM	14,038	$1.831M	0.1%	$78.57	+68.7%	Common	285512109
PSA	PUBLIC STORAGE COM	8,196	$1.825M	0.1%	$143.46	+13.1%	Common	74460D109
PEG	PUBLIC SVC ENTERPRISE GRP INC COM	33,168	$1.821M	0.1%	$30.46	+44.8%	Common	744573106
NEM	NEWMONT CORP COM	28,204	$1.79M	0.1%	$26.35	+109.2%	Common	651639106
MO	ALTRIA GROUP INC COM	46,044	$1.779M	0.1%	$21.43	+26.8%	Common	02209S103
ROST	ROSS STORES INC COM	19,015	$1.774M	0.1%	$93.31	-9.1%	Common	778296103
MS	MORGAN STANLEY COM NEW	36,459	$1.763M	0.1%	$26.01	+63.6%	Common	617446448
LULU	LULULEMON ATHLETICA INC COM	5,284	$1.74M	0.1%	$201.92	+65.3%	Common	550021109
SCHW	SCHWAB CHARLES CORP COM	47,966	$1.738M	0.1%	$31.60	+2.6%	Common	808513105
CTAS	CINTAS CORP COM	5,206	$1.733M	0.1%	$23.32	+212.6%	Common	172908105
CL	COLGATE PALMOLIVE CO COM	22,431	$1.731M	0.1%	$47.54	+41.7%	Common	194162103
DD	DUPONT DE NEMOURS INC COM	30,948	$1.717M	0.1%	$22.62	-6.8%	Common	26614N102
XYL	XYLEM INC COM	20,395	$1.716M	0.1%	$53.30	+37.2%	Common	98419M100
DOW	DOW INC COM	35,679	$1.679M	0.1%	$36.54	-8.4%	Common	260557103
BALL	BALL CORP COM	20,115	$1.672M	0.1%	$53.31	+35.2%	Common	058498106
GIS	GENERAL MLS INC COM	26,980	$1.664M	0.1%	$39.46	+32.1%	Common	370334104
AMAT	APPLIED MATLS INC COM	27,841	$1.655M	0.1%	$28.04	+110.0%	Common	038222105
ORLY	OREILLY AUTOMOTIVE INC COM	3,581	$1.651M	0.1%	$25.59	+18.7%	Common	67103H107
APD	AIR PRODS & CHEMS INC COM	5,533	$1.648M	0.1%	$84.02	+199.6%	Common	009158106
NSC	NORFOLK SOUTHERN CORP	7,639	$1.635M	0.1%	$89.96	+100.0%	Common	655844108
—	VIACOMCBS INC CL B	58,148	$1.629M	0.1%	$31.41	—	Common	92556H206
GS	GOLDMAN SACHS GROUP INC COM	8,091	$1.626M	0.1%	$160.17	+11.7%	Common	38141G104
FDX	FEDEX CORP COM	6,368	$1.602M	0.1%	$116.97	+54.7%	Common	31428X106
TT	TRANE TECHNOLOGIES PLC SHS	13,059	$1.583M	0.1%	$93.73	+11.7%	Common	G8994E103
AEP	AMERICAN ELEC PWR CO INC COM	19,290	$1.577M	0.1%	$43.92	+54.4%	Common	025537101
AWK	AMERICAN WTR WKS CO INC NEW COM	10,798	$1.564M	0.1%	$59.24	+115.8%	Common	030420103
CB	CHUBB LIMITED COM	13,471	$1.564M	0.1%	$103.69	+11.7%	Common	H1467J104
GL	GLOBE LIFE INC COM	19,204	$1.534M	0.1%	$86.82	-12.1%	Common	37959E102
TDG	TRANSDIGM GROUP INC COM	3,192	$1.517M	0.1%	$200.07	+95.3%	Common	893641100
USB	US BANCORP DEL COM NEW	42,242	$1.514M	0.1%	$28.95	-0.0%	Common	902973304
FRCB	FIRST REP BK SAN FRAN CALI NEW COM	13,843	$1.51M	0.1%	$66.36	+64.6%	Common	33616C100
—	XILINX INC COM	14,352	$1.496M	0.1%	$68.46	—	Common	983919101
DOV	DOVER CORP COM	13,779	$1.493M	0.1%	$60.80	+64.0%	Common	260003108
SRE	SEMPRA ENERGY COM	12,597	$1.491M	0.1%	$43.25	+19.4%	Common	816851109
ARE	ALEXANDRIA REAL ESTATE EQ INC COM	9,314	$1.49M	0.1%	$96.37	+39.2%	Common	015271109
FTV	FORTIVE CORP COM	19,494	$1.486M	0.1%	$33.47	+33.2%	Common	34959J108
PNC	PNC FINL SVCS GROUP INC COM	13,465	$1.48M	0.1%	$64.21	+38.1%	Common	693475105
MLM	MARTIN MARIETTA MATLS INC COM	6,241	$1.469M	0.1%	$209.59	-0.4%	Common	573284106
YETI	YETI HLDGS INC COM	32,211	$1.46M	0.1%	$29.65	+59.9%	Common	98585X104
AVY	AVERY DENNISON CORP COM	11,421	$1.46M	0.1%	$61.99	+73.8%	Common	053611109
ITW	ILLINOIS TOOL WKS INC COM	7,554	$1.46M	0.1%	$66.61	+151.2%	Common	452308109
AON	AON PLC SHS CL A	6,956	$1.435M	0.1%	$178.56	+7.4%	Common	G0403H108
ICE	INTERCONTINENTALEXCHANGE INC COM	14,333	$1.434M	0.1%	$51.34	+79.1%	Common	45866F104
GM	GENERAL MTRS CO COM	48,298	$1.429M	0.1%	$28.53	-5.0%	Common	37045V100
TRV	TRAVELERS COMPANIES INC COM	13,108	$1.418M	0.1%	$88.54	+15.7%	Common	89417E109
COP	CONOCOPHILLIPS COM	42,874	$1.408M	0.1%	$43.69	-28.6%	Common	20825C104
DG	DOLLAR GEN CORP NEW COM	6,665	$1.397M	0.1%	$142.31	+27.9%	Common	256677105
TRMB	TRIMBLE INC COM	28,462	$1.386M	0.1%	$34.46	+38.6%	Common	896239100
MAR	MARRIOTT INTL INC NEW CL A	14,659	$1.357M	0.1%	$62.92	+44.6%	Common	571903202
ALL	ALLSTATE CORP COM	14,415	$1.357M	0.1%	$43.28	+88.9%	Common	020002101
WY	WEYERHAEUSER CO MTN BE COM NEW	47,407	$1.352M	0.1%	$21.34	+4.6%	Common	962166104
TFC	TRUIST FINL CORP COM	35,442	$1.349M	0.1%	$40.68	-27.8%	Common	89832Q109
WEC	WEC ENERGY GROUP INC COM	13,628	$1.321M	0.1%	$54.62	+43.0%	Common	92939U106
—	APTIV PLC SHS	14,305	$1.311M	0.1%	$85.01	—	Common	G6095L109
KR	KROGER CO COM	38,541	$1.307M	0.1%	$21.58	+42.7%	Common	501044101
AME	AMETEK INC COM	13,011	$1.293M	0.1%	$54.85	+70.1%	Common	031100100
BFAM	BRIGHT HORIZONS FAM SOL IN DEL COM	8,496	$1.292M	0.1%	$149.91	-16.1%	Common	109194100
INTU	INTUIT COM	3,897	$1.271M	0.1%	$302.64	0.0%	Common	461202103
—	VMWARE INC CL A COM	8,552	$1.229M	0.1%	$104.72	—	Common	928563402
CLX	CLOROX CO DEL COM	5,650	$1.187M	0.1%	$102.75	+83.9%	Common	189054109
TOL	TOLL BROTHERS INC COM	24,136	$1.174M	0.1%	$36.13	+11.9%	Common	889478103
WELL	WELLTOWER INC COM	21,147	$1.165M	0.1%	$55.08	-14.2%	Common	95040Q104
—	NEW ORIENTAL ED & TECHNOLOGY G SPON ADR	7,700	$1.151M	0.1%	$103.29	—	Common	647581107
DTE	DTE ENERGY CO COM	9,950	$1.145M	0.1%	$43.37	+88.0%	Common	233331107
LYB	LYONDELLBASELL INDUSTRIES N V SHS - A -	16,160	$1.139M	0.1%	$51.03	-5.7%	Common	N53745100
—	SVB FINANCIAL GROUP COM	4,731	$1.138M	0.1%	$291.53	—	Common	78486Q101
JLL	JONES LANG LASALLE INC COM	11,898	$1.138M	0.1%	$124.72	-19.2%	Common	48020Q107
EXC	EXELON CORP COM	31,743	$1.135M	0.1%	$19.44	+12.7%	Common	30161N101
WMB	WILLIAMS COS INC COM	57,641	$1.133M	0.1%	$17.40	-11.5%	Common	969457100
—	GENERAL ELEC CO COM	181,356	$1.13M	0.1%	$23.37	—	Common	369604103
PRU	PRUDENTIAL FINL INC COM	17,670	$1.122M	0.1%	$57.25	-11.9%	Common	744320102
FRPT	FRESHPET INC COM	9,867	$1.102M	0.1%	$45.72	+122.5%	Common	358039105
TSN	TYSON FOODS INC CL A	18,515	$1.101M	0.1%	$41.97	+24.8%	Common	902494103
—	WALGREENS BOOTS ALLIANCE INC COM	30,566	$1.098M	0.1%	$59.62	—	Common	931427108
QLYS	QUALYS INC COM	11,208	$1.098M	0.1%	$82.92	+29.0%	Common	74758T303
—	DISCOVER FINL SVCS COM	18,870	$1.09M	0.1%	$56.66	—	Common	254709108
SJM	SMUCKER J M CO COM NEW	9,423	$1.089M	0.1%	$89.38	+4.5%	Common	832696405
COR	AMERISOURCEBERGEN CORP COM	11,047	$1.071M	0.0%	$67.26	+29.8%	Common	03073E105
MET	METLIFE INC COM	28,472	$1.058M	0.0%	$32.21	-0.6%	Common	59156R108
NUE	NUCOR CORP COM	23,503	$1.054M	0.0%	$42.29	-4.7%	Common	670346105
—	ATLASSIAN CORP PLC CL A	5,716	$1.039M	0.0%	$137.26	—	Common	G06242104
HSY	HERSHEY CO COM	7,181	$1.029M	0.0%	$89.94	+38.8%	Common	427866108
EQIX	EQUINIX INC COM PAR 0.001	1,336	$1.016M	0.0%	$683.55	0.0%	Common	29444U700
AVB	AVALONBAY CMNTYS INC COM	6,781	$1.013M	0.0%	$132.37	-4.3%	Common	053484101
CE	CELANESE CORP DEL COM SER A	9,150	$983K	0.0%	$79.04	+14.9%	Common	150870103
ACGL	ARCH CAP GROUP LTD ORD	33,011	$966K	0.0%	$27.93	+3.8%	Common	G0450A105
DHI	D R HORTON INC COM	12,674	$959K	0.0%	$25.03	+158.5%	Common	23331A109
SYY	SYSCO CORP COM	15,208	$946K	0.0%	$43.48	+16.0%	Common	871829107
EOG	EOG RES INC COM	25,853	$929K	0.0%	$59.15	-41.1%	Common	26875P101
NTAP	NETAPP INC COM	20,059	$879K	0.0%	$51.55	-26.2%	Common	64110D104
STT	STATE STR CORP COM	14,617	$867K	0.0%	$53.44	+2.0%	Common	857477103
OMC	OMNICOM GROUP INC COM	17,343	$858K	0.0%	$59.02	-25.4%	Common	681919106
LW	LAMB WESTON HLDGS INC COM	12,657	$839K	0.0%	$60.45	-2.9%	Common	513272104
DOC	HEALTHPEAK PROPERTIES INC COM	30,398	$825K	0.0%	$25.40	-18.6%	Common	42250P103
EQR	EQUITY RESIDENTIAL SH BEN INT	15,580	$800K	0.0%	$37.30	+20.1%	Common	29476L107
VFC	V F CORP COM	11,208	$787K	0.0%	$77.41	-16.6%	Common	918204108
PPG	PPG INDS INC COM	6,377	$779K	0.0%	$86.50	+21.7%	Common	693506107
IRM	IRON MTN INC NEW COM	28,866	$773K	0.0%	$21.80	+1.9%	Common	46284V101
LVS	LAS VEGAS SANDS CORP COM	16,306	$761K	0.0%	$43.56	+4.7%	Common	517834107
LFUS	LITTELFUSE INC COM	4,263	$756K	0.0%	$206.56	-14.1%	Common	537008104
VMC	VULCAN MATLS CO COM	5,350	$725K	0.0%	$125.57	-4.2%	Common	929160109
IFF	INTERNATIONAL FLAVORS&FRAGRANC COM	5,496	$673K	0.0%	$106.08	+1.3%	Common	459506101
SPG	SIMON PPTY GROUP INC NEW COM	10,354	$670K	0.0%	$90.27	-46.3%	Common	828806109
AIG	AMERICAN INTL GROUP INC COM NEW	24,121	$664K	0.0%	$38.53	-32.2%	Common	026874784
LUV	SOUTHWEST AIRLS CO COM	17,366	$651K	0.0%	$47.06	-29.8%	Common	844741108
KEY	KEYCORP COM	53,244	$635K	0.0%	$12.07	-22.2%	Common	493267108
KMI	KINDER MORGAN INC DEL COM	51,443	$634K	0.0%	$15.19	-33.4%	Common	49456B101
TER	TERADYNE INC COM	7,905	$628K	0.0%	$25.32	+227.6%	Common	880770102
SLB	SCHLUMBERGER LTD COM	39,927	$621K	0.0%	$52.69	-68.6%	Common	806857108
ZTO	ZTO EXPRESS CAYMAN INC SPONSORED ADR	20,100	$601K	0.0%	$20.85	—	Common	98980A105
ALB	ALBEMARLE CORP COM	6,568	$586K	0.0%	$102.85	-19.3%	Common	012653101
IP	INTL PAPER CO	12,648	$513K	0.0%	$27.81	+0.5%	Common	460146103
—	MYLAN NV SHS EURO	34,406	$510K	0.0%	$43.04	—	Common	N59465109
VLO	VALERO ENERGY CORP COM	11,143	$483K	0.0%	$30.07	+41.7%	Common	91913Y100
MCHP	MICROCHIP TECHNOLOGY INC. COM	4,550	$468K	0.0%	$46.84	0.0%	Common	595017104
CSGP	COSTAR GROUP INC COM	550	$467K	0.0%	$79.70	0.0%	Common	22160N109
CFR	CULLEN FROST BANKERS INC COM	6,979	$446K	0.0%	$82.27	-27.4%	Common	229899109
CTVA	CORTEVA INC COM	15,467	$446K	0.0%	$25.02	+5.8%	Common	22052L104
IR	INGERSOLL RAND INC COM	12,076	$430K	0.0%	$31.60	+5.4%	Common	45687V106
ULTA	ULTA BEAUTY INC COM	1,902	$426K	0.0%	$231.94	-7.2%	Common	90384S303
IBN	ICICI BANK LIMITED ADR	43,000	$423K	0.0%	$9.84	—	Common	45104G104
RGA	REINSURANCE GRP OF AMERICA INC COM NEW	4,341	$413K	0.0%	$109.20	-17.6%	Common	759351604
WDC	WESTERN DIGITAL CORP.	11,304	$413K	0.0%	$41.27	-28.3%	Common	958102105
—	NOBLE ENERGY INC COM	43,156	$369K	0.0%	$41.31	—	Common	655044105
DVN	DEVON ENERGY CORP NEW COM	38,499	$364K	0.0%	$25.92	-69.5%	Common	25179M103
—	PARSLEY ENERGY INC CL A	38,119	$357K	0.0%	$22.46	—	Common	701877102
LYFT	LYFT INC CL A COM	12,730	$351K	0.0%	$55.95	-46.9%	Common	55087P104
YUMC	YUM CHINA HLDGS INC COM	6,500	$344K	0.0%	$47.16	+12.2%	Common	98850P109
ARMK	ARAMARK COM	12,893	$341K	0.0%	$24.36	-31.6%	Common	03852U106
—	FIRSTCASH INC COM	5,914	$338K	0.0%	$82.16	—	Common	33767D105
PLNT	PLANET FITNESS INC CL A	5,155	$318K	0.0%	$75.06	-23.4%	Common	72703H101
OXY	OCCIDENTAL PETE CORP COM	27,870	$279K	0.0%	$55.43	-76.1%	Common	674599105
HAL	HALLIBURTON CO COM	21,996	$265K	0.0%	$36.54	-63.9%	Common	406216101
CF	CF INDS HLDGS INC COM	7,810	$240K	0.0%	$41.18	-31.5%	Common	125269100
HP	HELMERICH & PAYNE INC COM	13,203	$193K	0.0%	$62.41	-72.1%	Common	423452101
OXY/WS	OCCIDENTAL PETE CORP WT EXP 080327	3,482	$10,000	0.0%	$2.87	—	Common	674599162