Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MSFT	MICROSOFT CORP	1,112,411	$234M	5.7%	$210.11 *	$93.66	+114.3%	COM	594918104
AMZN	AMAZON.COM INC	55,974	$176M	4.3%	$3146.41 *	$68.04	+131.7%	COM	023135106
AAPL	APPLE INC	1,309,700	$151M	3.7%	$115.61 *	$80.87	+31.0%	COM	037833100
ADBE	ADOBE INC	215,194	$105M	2.6%	$489.63 *	$383.87	+21.2%	COM	00724F101
BABA	ALIBABA GROUP HOLDING SP	298,365	$87.67M	2.1%	$293.85	$125.55	—	ADR	01609W102
GOOG	ALPHABET INC CL C	54,515	$80.03M	1.9%	$1468.00 *	$56.54	+33.9%	COM	02079K107
META	FACEBOOK INC CLASS A	279,971	$73.27M	1.8%	$261.69 *	$156.18	+64.0%	COM	30303M102
NVDA	NVIDIA CORP	132,868	$71.85M	1.7%	$540.73 *	$8.16	+42.1%	COM	67066G104
MA	MASTERCARD INC A	204,960	$69.22M	1.7%	$337.73 *	$223.92	+41.0%	COM	57636Q104
PG	PROCTER GAMBLE CO/THE	453,385	$62.96M	1.5%	$138.86 *	$86.96	+33.8%	COM	742718109
UNH	UNITEDHEALTH GROUP INC	162,285	$50.51M	1.2%	$311.23 *	$181.61	+54.8%	COM	91324P102
ABT	ABBOTT LABORATORIES	456,776	$49.69M	1.2%	$108.79 *	$70.41	+31.1%	COM	002824100
V	VISA INC CLASS A SHARES	236,601	$47.23M	1.1%	$199.60 *	$105.88	+81.5%	COM	92826C839
BRK/B	BERKSHIRE HATHAWAY INC CL	216,290	$46.05M	1.1%	$212.89 *	$134.44	+52.1%	COM	084670702
JNJ	JOHNSON JOHNSON	290,578	$43.2M	1.0%	$148.67 *	$83.64	+51.8%	COM	478160104
CRM	SALESFORCE.COM INC	170,326	$42.75M	1.0%	$251.01 *	$162.22	+33.3%	COM	79466L302
KO	COCA COLA CO/THE	852,436	$42.04M	1.0%	$49.32 *	$35.81	+13.9%	COM	191216100
DHR	DANAHER CORP	193,822	$41.72M	1.0%	$215.23 *	$131.84	+31.8%	COM	235851102
PGR	PROGRESSIVE CORP	414,001	$39.19M	0.9%	$94.66 *	$71.15	+7.5%	COM	743315103
TJX	TJX COMPANIES INC	680,807	$37.87M	0.9%	$55.62 *	$48.52	+3.1%	COM	872540109
AZN	ASTRAZENECA PLC SPONS ADR	610,660	$33.45M	0.8%	$54.78	$54.78	—	ADR	046353108
ACN	ACCENTURE PLC CL A	145,879	$32.94M	0.8%	$225.79 *	$164.02	+29.4%	COM	G1151C101
PYPL	PAYPAL HOLDINGS INC	166,558	$32.8M	0.8%	$196.94 *	$90.98	+106.5%	COM	70450Y103
NFLX	NETFLIX INC	64,300	$32.13M	0.8%	$499.72 *	$35.37	+40.7%	COM	64110L106
DIS	WALT DISNEY CO/THE	253,309	$31.44M	0.8%	$124.12	$105.27	+16.0%	COM	254687106
LMT	LOCKHEED MARTIN CORP	81,298	$31.16M	0.8%	$383.27 *	$293.00	+12.3%	COM	539830109
EQIX	EQUINIX INC	40,095	$30.44M	0.7%	$759.15 *	$601.64	+13.6%	COM	29444U700
NKE	NIKE INC CL B	235,141	$29.52M	0.7%	$125.53 *	$79.12	+25.9%	COM	654106103
AMGN	AMGEN INC	111,856	$28.41M	0.7%	$253.98 *	$158.50	+32.2%	COM	031162100
GOOGL	ALPHABET INC CL A	19,296	$28.26M	0.7%	$1464.66 *	$39.72	+90.4%	COM	02079K305
AMD	ADVANCED MICRO DEVICES	334,224	$27.38M	0.7%	$81.93 *	$56.58	+31.2%	COM	007903107
—	LINDE PLC	113,761	$27.08M	0.7%	$238.02	$205.66	—	COM	G5494J103
TXN	TEXAS INSTRUMENTS INC	189,400	$27.03M	0.7%	$142.70 *	$84.97	+37.5%	COM	882508104
NOW	SERVICENOW INC	54,916	$26.61M	0.6%	$484.61 *	$66.43	+34.4%	COM	81762P102
CSCO	CISCO SYSTEMS INC	672,124	$26.45M	0.6%	$39.36 *	$27.49	+34.8%	COM	17275R102
BAC	BANK OF AMERICA CORP	1,089,459	$26.22M	0.6%	$24.07 *	$15.69	+39.1%	COM	060505104
QCOM	QUALCOMM INC	211,172	$24.83M	0.6%	$117.60 *	$70.64	+34.7%	COM	747525103
TSLA	TESLA INC	56,558	$24.25M	0.6%	$428.82 *	$95.03	+24.3%	COM	88160R101
MDT	MEDTRONIC PLC	233,605	$24.22M	0.6%	$103.67 *	$75.19	+14.7%	COM	G5960L103
LEN	LENNAR CORP A	285,427	$23.3M	0.6%	$81.62 *	$63.77	+3.3%	COM	526057104
AON	AON PLC CLASS A	112,499	$23.19M	0.6%	$206.10 *	$189.15	+1.4%	COM	G0403H108
VRTX	VERTEX PHARMACEUTICALS IN	84,400	$22.93M	0.6%	$271.74	$227.99	+21.0%	COM	92532F100
—	LABORATORY CRP OF AMER HL	121,776	$22.93M	0.6%	$188.26	$184.89	—	COM	50540R409
HD	HOME DEPOT INC	82,337	$22.85M	0.6%	$277.54 *	$117.05	+103.0%	COM	437076102
JPM	JPMORGAN CHASE CO	234,358	$22.55M	0.5%	$96.23 *	$54.24	+57.5%	COM	46625H100
ELV	ANTHEM INC	80,877	$21.69M	0.5%	$268.22 *	$231.86	+7.8%	COM	036752103
ISRG	INTUITIVE SURGICAL INC	29,500	$20.91M	0.5%	$708.75 *	$188.31	+19.2%	COM	46120E602
TRU	TRANSUNION	243,934	$20.52M	0.5%	$84.13	$82.80	+1.6%	COM	89400J107
APH	AMPHENOL CORP CL A	189,112	$20.46M	0.5%	$108.18 *	$23.62	+6.1%	COM	032095101
HUM	HUMANA INC	49,167	$20.34M	0.5%	$413.63 *	$346.55	+10.5%	COM	444859102
ORCL	ORACLE CORP	338,784	$20.21M	0.5%	$59.67 *	$43.58	+21.0%	COM	68389X105
ADP	AUTOMATIC DATA PROCESSING	139,460	$19.45M	0.5%	$139.47 *	$111.54	+12.1%	COM	053015103
SYK	STRYKER CORP	93,363	$19.44M	0.5%	$208.19 *	$149.90	+22.5%	COM	863667101
CL	COLGATE PALMOLIVE CO	245,364	$18.92M	0.5%	$77.11 *	$62.39	+7.9%	COM	194162103
VZ	VERIZON COMMUNICATIONS IN	309,548	$18.4M	0.4%	$59.44 *	$31.09	+37.0%	COM	92343V104
MLM	MARTIN MARIETTA MATERIALS	77,399	$18.22M	0.4%	$235.36 *	$208.66	+0.1%	COM	573284106
EW	EDWARDS LIFESCIENCES CORP	228,055	$18.19M	0.4%	$79.75 *	$75.14	+3.8%	COM	28176E108
—	SVB FINANCIAL GROUP	75,567	$18.17M	0.4%	$240.48	$237.95	—	COM	78486Q101
ILMN	ILLUMINA INC	58,064	$17.94M	0.4%	$309.00 *	$338.95	+1.7%	COM	452327109
AMT	AMERICAN TOWER CORP	73,776	$17.82M	0.4%	$241.56 *	$139.85	+55.0%	COM	03027X100
DE	DEERE CO	79,667	$17.65M	0.4%	$221.52 *	$179.78	0.0%	COM	244199105
MCHP	MICROCHIP TECHNOLOGY INC	169,637	$17.43M	0.4%	$102.77 *	$45.93	+2.0%	COM	595017104
CTSH	COGNIZANT TECH SOLUTIONS	248,778	$17.26M	0.4%	$69.37 *	$59.83	+0.2%	COM	192446102
TSM	TAIWAN SEMICONDUCTOR SP A	212,837	$17.25M	0.4%	$81.07	$81.07	—	ADR	874039100
CMCSA	COMCAST CORP CLASS A	368,972	$17.05M	0.4%	$46.22 *	$24.61	+52.8%	COM	20030N101
MS	MORGAN STANLEY	342,532	$16.55M	0.4%	$48.33 *	$40.01	+6.3%	COM	617446448
—	TWITTER INC	370,110	$16.47M	0.4%	$44.49	$42.63	—	COM	90184L102
INTC	INTEL CORP	316,434	$16.38M	0.4%	$51.76 *	$25.67	+81.2%	COM	458140100
—	CERNER CORP	226,460	$16.36M	0.4%	$72.24	$72.38	—	COM	156782104
FAST	FASTENAL CO	362,286	$16.33M	0.4%	$45.08 *	$19.30	+4.0%	COM	311900104
MRK	MERCK CO. INC.	190,917	$15.81M	0.4%	$82.82 *	$34.48	+91.2%	COM	58933Y105
PFE	PFIZER INC	422,136	$15.48M	0.4%	$36.68 *	$18.10	+49.8%	COM	717081103
T	ATT INC	534,245	$15.2M	0.4%	$28.45 *	$13.52	+15.1%	COM	00206R102
DXCM	DEXCOM INC	36,845	$15.17M	0.4%	$411.81 *	$87.56	+19.3%	COM	252131107
SEDG	SOLAREDGE TECHNOLOGIES IN	63,699	$15.16M	0.4%	$237.99 *	$192.20	0.0%	COM	83417M104
CME	CME GROUP INC	90,230	$15.09M	0.4%	$167.25 *	$64.56	+111.0%	COM	12572Q105
—	LHC GROUP INC	70,271	$14.91M	0.4%	$212.25	$212.25	—	COM	50187A107
WMT	WALMART INC	106,463	$14.89M	0.4%	$139.87 *	$22.73	+81.7%	COM	931142103
TECH	BIO TECHNE CORP	59,397	$14.7M	0.4%	$247.50 *	$63.60	0.0%	COM	09073M104
PEP	PEPSICO INC	104,741	$14.48M	0.4%	$138.24 *	$63.92	+80.2%	COM	713448108
HDB	HDFC BANK LTD ADR	281,793	$14.08M	0.3%	$49.96	$49.96	—	ADR	40415F101
MCD	MCDONALD S CORP	63,112	$13.85M	0.3%	$219.48 *	$130.41	+39.1%	COM	580135101
VRSK	VERISK ANALYTICS INC	74,154	$13.72M	0.3%	$185.02 *	$159.59	+10.8%	COM	92345Y106
RPM	RPM INTERNATIONAL INC	161,799	$13.4M	0.3%	$82.82	$81.68	0.0%	COM	749685103
TMO	THERMO FISHER SCIENTIFIC	30,252	$13.34M	0.3%	$441.00 *	$183.09	+122.5%	COM	883556102
CB	CHUBB LTD	113,690	$13.2M	0.3%	$116.08	$108.21	+7.0%	COM	H1467J104
EHC	ENCOMPASS HEALTH CORP	198,542	$12.9M	0.3%	$64.98 *	$48.26	0.0%	COM	29261A100
BKNG	BOOKING HOLDINGS INC	7,390	$12.63M	0.3%	$1708.39	$1756.58	-1.6%	COM	09857L108
GD	GENERAL DYNAMICS CORP	88,008	$12.18M	0.3%	$138.39 *	$135.99	-3.6%	COM	369550108
NEM	NEWMONT CORP	190,535	$12.09M	0.3%	$63.45 *	$43.88	+25.7%	COM	651639106
EOG	EOG RESOURCES INC	334,634	$12.02M	0.3%	$35.92 *	$43.24	-19.4%	COM	26875P101
ABBV	ABBVIE INC	136,153	$11.92M	0.3%	$87.53 *	$50.28	+51.8%	COM	00287Y109
DLB	DOLBY LABORATORIES INC CL	174,897	$11.59M	0.3%	$66.28 *	$62.47	0.0%	COM	25659T107
COST	COSTCO WHOLESALE CORP	32,494	$11.53M	0.3%	$354.83 *	$144.52	+113.8%	COM	22160K105
XOM	EXXON MOBIL CORP	334,224	$11.47M	0.3%	$34.31 *	$54.57	-40.8%	COM	30231G102
AVGO	BROADCOM INC	29,457	$10.72M	0.3%	$363.92 *	$21.88	+35.5%	COM	11135F101
CVX	CHEVRON CORP	147,861	$10.64M	0.3%	$71.95 *	$70.69	-5.9%	COM	166764100
WAT	WATERS CORP	54,276	$10.62M	0.3%	$195.67 *	$207.83	0.0%	COM	941848103
MGA	MAGNA INTERNATIONAL INC	231,618	$10.6M	0.3%	$45.75 *	$40.55	0.0%	COM	559222401
BMY	BRISTOL MYERS SQUIBB CO	173,939	$10.48M	0.3%	$60.26 *	$40.82	+19.1%	COM	110122108
NEE	NEXTERA ENERGY INC	37,809	$10.48M	0.3%	$277.08 *	$28.12	+114.4%	COM	65339F101
LOW	LOWE S COS INC	61,946	$10.27M	0.2%	$165.81 *	$65.79	+112.6%	COM	548661107
WWD	WOODWARD INC	127,323	$10.19M	0.2%	$80.02 *	$77.74	0.0%	COM	980745103
UNP	UNION PACIFIC CORP	51,432	$10.12M	0.2%	$196.80 *	$115.58	+42.6%	COM	907818108
LLY	ELI LILLY CO	65,918	$9.735M	0.2%	$147.68	$56.46	+158.2%	COM	532457108
—	BARRICK GOLD CORP	336,288	$9.446M	0.2%	$28.09	$28.09	—	COM	067901108
PLMR	PALOMAR HOLDINGS INC	90,596	$9.431M	0.2%	$104.10 *	$98.07	0.0%	COM	69753M105
HON	HONEYWELL INTERNATIONAL I	56,730	$9.332M	0.2%	$164.50 *	$102.81	+29.6%	COM	438516106
DHI	DR HORTON INC	120,807	$9.135M	0.2%	$75.62 *	$55.84	+15.9%	COM	23331A109
PM	PHILIP MORRIS INTERNATION	119,346	$8.945M	0.2%	$74.95 *	$50.57	+16.4%	COM	718172109
UPS	UNITED PARCEL SERVICE CL	53,084	$8.846M	0.2%	$166.64 *	$82.42	+42.4%	COM	911312106
OSK	OSHKOSH CORP	119,700	$8.797M	0.2%	$73.49 *	$70.35	0.0%	COM	688239201
—	PIONEER NATURAL RESOURCES	98,562	$8.474M	0.2%	$85.98	$97.67	—	COM	723787107
IBM	INTL BUSINESS MACHINES CO	69,283	$8.425M	0.2%	$121.60 *	$107.48	-12.7%	COM	459200101
—	WALGREENS BOOTS ALLIANCE	231,759	$8.322M	0.2%	$35.91	$48.21	—	COM	931427108
CHTR	CHARTER COMMUNICATIONS IN	13,193	$8.232M	0.2%	$623.97 *	$288.59	+104.5%	COM	16119P108
LIVN	LIVANOVA PLC	177,761	$8.037M	0.2%	$45.21 *	$48.39	0.0%	COM	G5509L101
WFC	WELLS FARGO CO	315,769	$7.417M	0.2%	$23.49 *	$33.40	-34.7%	COM	949746101
MMM	3M CO	46,277	$7.409M	0.2%	$160.10 *	$110.55	-0.2%	COM	88579Y101
FIS	FIDELITY NATIONAL INFO SE	49,636	$7.304M	0.2%	$147.15 *	$79.48	+62.1%	COM	31620M106
C	CITIGROUP INC	168,264	$7.244M	0.2%	$43.05 *	$40.37	+1.6%	COM	172967424
INTU	INTUIT INC	22,200	$7.235M	0.2%	$325.90 *	$164.73	+83.7%	COM	461202103
CGNX	COGNEX CORP	110,945	$7.218M	0.2%	$65.06 *	$60.95	0.0%	COM	192422103
AXTA	AXALTA COATING SYSTEMS LT	324,901	$7.2M	0.2%	$22.16 *	$23.17	0.0%	COM	G0750C108
RTX	RAYTHEON TECHNOLOGIES COR	123,498	$7.101M	0.2%	$57.50 *	$54.61	-1.7%	COM	75513E101
SPGI	SP GLOBAL INC	19,519	$7.033M	0.2%	$360.32 *	$182.65	+84.7%	COM	78409V104
—	BLACKROCK INC	11,837	$6.67M	0.2%	$563.49	$374.80	—	COM	09247X101
PAG	PENSKE AUTOMOTIVE GROUP I	139,505	$6.645M	0.2%	$47.63 *	$46.44	0.0%	COM	70959W103
PLD	PROLOGIS INC	65,400	$6.577M	0.2%	$100.57 *	$39.72	+116.9%	COM	74340W103
CAT	CATERPILLAR INC	42,774	$6.373M	0.2%	$148.99 *	$108.11	+17.3%	COM	149123101
MDLZ	MONDELEZ INTERNATIONAL IN	110,848	$6.365M	0.2%	$57.42 *	$29.37	+65.3%	COM	609207105
ZTS	ZOETIS INC	38,398	$6.348M	0.2%	$165.32 *	$54.57	+168.8%	COM	98978V103
GILD	GILEAD SCIENCES INC	98,775	$6.237M	0.2%	$63.14 *	$53.13	+5.6%	COM	375558103
TGT	TARGET CORP	39,536	$6.22M	0.2%	$157.32 *	$67.73	+75.2%	COM	87612E106
CVS	CVS HEALTH CORP	103,203	$6.025M	0.1%	$58.38 *	$47.20	+11.0%	COM	126650100
CCI	CROWN CASTLE INTL CORP	36,193	$6.021M	0.1%	$166.36 *	$57.74	+123.5%	COM	22822V101
AXP	AMERICAN EXPRESS CO	58,800	$5.893M	0.1%	$100.22 *	$68.92	+33.3%	COM	025816109
MO	ALTRIA GROUP INC	147,660	$5.703M	0.1%	$38.62 *	$26.00	+4.6%	COM	02209S103
GS	GOLDMAN SACHS GROUP INC	27,861	$5.595M	0.1%	$200.82 *	$132.41	+35.2%	COM	38141G104
—	ACTIVISION BLIZZARD INC	67,882	$5.492M	0.1%	$80.91	$49.57	—	COM	00507V109
DUK	DUKE ENERGY CORP	60,750	$5.378M	0.1%	$88.53 *	$45.80	+45.7%	COM	26441C204
FDX	FEDEX CORP	21,300	$5.353M	0.1%	$251.31 *	$143.27	+26.3%	COM	31428X106
APD	AIR PRODUCTS CHEMICALS	17,690	$5.269M	0.1%	$297.85 *	$84.13	+199.2%	COM	009158106
JD	JD.COM INC ADR	67,820	$5.263M	0.1%	$77.60	$31.47	—	ADR	47215P106
D	DOMINION ENERGY INC	65,887	$5.198M	0.1%	$78.89 *	$49.84	+24.5%	COM	25746U109
BDX	BECTON DICKINSON AND CO	22,023	$5.125M	0.1%	$232.71 *	$171.81	+31.2%	COM	075887109
CSX	CSX CORP	65,129	$5.053M	0.1%	$77.58 *	$16.08	+42.7%	COM	126408103
FISV	FISERV INC	48,948	$5.041M	0.1%	$102.99 *	$70.95	+40.4%	COM	337738108
XYZ	SQUARE INC A	30,918	$5.029M	0.1%	$162.66 *	$68.39	+106.4%	COM	852234103
CI	CIGNA CORP	29,156	$4.936M	0.1%	$169.30 *	$143.34	+12.3%	COM	125523100
TMUS	T MOBILE US INC	42,835	$4.896M	0.1%	$114.30 *	$62.47	+71.4%	COM	872590104
BA	BOEING CO/THE	28,700	$4.74M	0.1%	$165.16 *	$167.11	+2.0%	COM	097023105
REGN	REGENERON PHARMACEUTICALS	8,400	$4.697M	0.1%	$559.17 *	$417.14	+44.6%	COM	75886F107
SO	SOUTHERN CO/THE	86,172	$4.671M	0.1%	$54.21 *	$35.66	+22.1%	COM	842587107
ADSK	AUTODESK INC	20,200	$4.661M	0.1%	$230.74 *	$183.53	+29.5%	COM	052769106
MRSH	MARSH MCLENNAN COS	40,604	$4.654M	0.1%	$114.62 *	$45.47	+132.3%	COM	571748102
SHW	SHERWIN WILLIAMS CO/THE	6,639	$4.624M	0.1%	$696.49 *	$101.17	+105.8%	COM	824348106
GPN	GLOBAL PAYMENTS INC	25,900	$4.597M	0.1%	$177.49 *	$121.17	+36.5%	COM	37940X102
DG	DOLLAR GENERAL CORP	21,761	$4.56M	0.1%	$209.55 *	$66.45	+174.0%	COM	256677105
NSC	NORFOLK SOUTHERN CORP	21,199	$4.536M	0.1%	$213.97 *	$76.47	+135.3%	COM	655844108
—	GENERAL ELECTRIC CO	722,638	$4.495M	0.1%	$6.22	$16.40	—	COM	369604103
ITW	ILLINOIS TOOL WORKS	22,964	$4.431M	0.1%	$192.95 *	$85.65	+95.3%	COM	452308109
ICE	INTERCONTINENTAL EXCHANGE	44,192	$4.416M	0.1%	$99.93 *	$74.98	+22.7%	COM	45866F104
BSX	BOSTON SCIENTIFIC CORP	114,864	$4.387M	0.1%	$38.19	$16.98	+126.9%	COM	101137107
MU	MICRON TECHNOLOGY INC	92,297	$4.334M	0.1%	$46.96	$38.12	+23.9%	COM	595112103
WM	WASTE MANAGEMENT INC	37,900	$4.289M	0.1%	$113.17 *	$43.07	+135.3%	COM	94106L109
TFC	TRUIST FINANCIAL CORP	112,352	$4.274M	0.1%	$38.04 *	$40.89	-28.2%	COM	89832Q109
AMAT	APPLIED MATERIALS INC	71,134	$4.225M	0.1%	$59.39	$28.89	+103.8%	COM	038222105
USB	US BANCORP	117,918	$4.223M	0.1%	$35.81 *	$35.64	-18.8%	COM	902973304
NOC	NORTHROP GRUMMAN CORP	13,314	$4.198M	0.1%	$315.31 *	$149.27	+99.7%	COM	666807102
MCO	MOODY S CORP	14,239	$4.126M	0.1%	$289.77 *	$187.74	+45.4%	COM	615369105
PNC	PNC FINANCIAL SERVICES GR	37,500	$4.119M	0.1%	$109.84 *	$88.97	-0.3%	COM	693475105
EL	ESTEE LAUDER COMPANIES CL	18,796	$4.099M	0.1%	$218.08 *	$134.56	+41.8%	COM	518439104
ECL	ECOLAB INC	20,419	$4.075M	0.1%	$199.57 *	$129.53	+45.5%	COM	278865100
KMB	KIMBERLY CLARK CORP	26,868	$3.965M	0.1%	$147.57 *	$69.69	+77.2%	COM	494368103
—	LAM RESEARCH CORP	11,897	$3.942M	0.1%	$331.34	$84.05	—	COM	512807108
MELI	MERCADOLIBRE INC	3,634	$3.93M	0.1%	$1081.45	$616.66	+76.0%	COM	58733R102
BIIB	BIOGEN INC	13,489	$3.821M	0.1%	$283.27	$294.86	-5.4%	COM	09062X103
LULU	LULULEMON ATHLETICA INC	11,100	$3.654M	0.1%	$329.19	$175.87	+89.7%	COM	550021109
EBAY	EBAY INC	69,120	$3.6M	0.1%	$52.08 *	$30.07	+67.1%	COM	278642103
SCHW	SCHWAB (CHARLES) CORP	98,910	$3.583M	0.1%	$36.22 *	$39.68	-18.3%	COM	808513105
DLR	DIGITAL REALTY TRUST INC	24,400	$3.577M	0.1%	$146.60 *	$86.51	+43.5%	COM	253868103
ETN	EATON CORP PLC	34,739	$3.544M	0.1%	$102.02 *	$72.11	+23.7%	COM	G29183103
DD	DUPONT DE NEMOURS INC	63,414	$3.516M	0.1%	$55.45 *	$23.41	-9.9%	COM	26614N102
EA	ELECTRONIC ARTS INC	26,846	$3.498M	0.1%	$130.30	$89.19	+48.6%	COM	285512109
AEP	AMERICAN ELECTRIC POWER	42,754	$3.494M	0.1%	$81.72 *	$58.39	+16.1%	COM	025537101
WDAY	WORKDAY INC CLASS A	15,857	$3.409M	0.1%	$214.98 *	$144.86	+36.6%	COM	98138H101
GM	GENERAL MOTORS CO	114,000	$3.372M	0.1%	$29.58 *	$27.11	0.0%	COM	37045V100
SBAC	SBA COMMUNICATIONS CORP	10,600	$3.37M	0.1%	$317.92 *	$150.35	+89.0%	COM	78410G104
ROP	ROPER TECHNOLOGIES INC	8,496	$3.357M	0.1%	$395.13	$221.21	+82.1%	COM	776696106
DOCU	DOCUSIGN INC	15,335	$3.297M	0.1%	$215.00 *	$126.03	+64.7%	COM	256163106
VEEV	VEEVA SYSTEMS INC CLASS A	11,723	$3.296M	0.1%	$281.16 *	$146.59	+79.8%	COM	922475108
BAX	BAXTER INTERNATIONAL INC	40,862	$3.286M	0.1%	$80.42 *	$61.93	+21.5%	COM	071813109
LHX	L3HARRIS TECHNOLOGIES INC	19,200	$3.258M	0.1%	$169.69 *	$180.55	-12.9%	COM	502431109
XEL	XCEL ENERGY INC	47,063	$3.246M	0.1%	$68.97 *	$40.29	+42.8%	COM	98389B100
ADI	ANALOG DEVICES INC	27,537	$3.213M	0.1%	$116.68 *	$89.69	+18.7%	COM	032654105
EXC	EXELON CORP	89,700	$3.206M	0.1%	$35.74 *	$23.70	-7.6%	COM	30161N101
EMR	EMERSON ELECTRIC CO	48,755	$3.195M	0.1%	$65.53 *	$49.06	+19.8%	COM	291011104
DOW	DOW INC	67,500	$3.173M	0.1%	$47.01 *	$35.84	-6.6%	COM	260557103
SBUX	STARBUCKS CORP	36,100	$3.1M	0.1%	$85.87 *	$58.90	+20.2%	COM	855244109
NTES	NETEASE INC ADR	6,768	$3.074M	0.1%	$454.20	$255.77	—	ADR	64110W102
GIS	GENERAL MILLS INC	49,448	$3.048M	0.1%	$61.64 *	$36.19	+44.0%	COM	370334104
COP	CONOCOPHILLIPS	92,487	$3.036M	0.1%	$32.83 *	$43.04	-27.5%	COM	20825C104
BIDU	BAIDU INC SPON ADR	23,917	$3.028M	0.1%	$126.60	$161.44	—	ADR	056752108
A	AGILENT TECHNOLOGIES INC	29,800	$3.007M	0.1%	$100.91 *	$40.01	+133.0%	COM	00846U101
ORLY	O REILLY AUTOMOTIVE INC	6,501	$2.994M	0.1%	$460.54 *	$16.96	+79.2%	COM	67103H107
PSA	PUBLIC STORAGE	13,400	$2.982M	0.1%	$222.54 *	$166.60	-2.6%	COM	74460D109
CMG	CHIPOTLE MEXICAN GRILL IN	2,400	$2.979M	0.1%	$1241.25 *	$8.17	+194.8%	COM	169656105
SNPS	SYNOPSYS INC	13,900	$2.973M	0.1%	$213.88 *	$86.51	+135.3%	COM	871607107
SRE	SEMPRA ENERGY	24,943	$2.952M	0.1%	$118.35 *	$45.92	+12.4%	COM	816851109
UBER	UBER TECHNOLOGIES INC	80,287	$2.927M	0.1%	$36.46 *	$32.91	+0.3%	COM	90353T100
—	IHS MARKIT LTD	37,000	$2.905M	0.1%	$78.51	$44.03	—	COM	G47567105
—	TE CONNECTIVITY LTD	29,600	$2.892M	0.1%	$97.70	$80.76	—	COM	H84989104
JCI	JOHNSON CONTROLS INTERNAT	70,300	$2.87M	0.1%	$40.83 *	$31.29	+12.4%	COM	G51502105
MNST	MONSTER BEVERAGE CORP	35,700	$2.862M	0.1%	$80.17 *	$32.14	+22.9%	COM	61174X109
CDNS	CADENCE DESIGN SYS INC	26,800	$2.856M	0.1%	$106.57	$45.52	+131.1%	COM	127387108
STZ	CONSTELLATION BRANDS INC	15,000	$2.841M	0.1%	$189.40 *	$175.25	-4.7%	COM	21036P108
IDXX	IDEXX LABORATORIES INC	7,184	$2.822M	0.1%	$392.82 *	$167.06	+121.3%	COM	45168D104
HCA	HCA HEALTHCARE INC	22,646	$2.822M	0.1%	$124.61 *	$119.41	-0.9%	COM	40412C101
CNC	CENTENE CORP	47,618	$2.777M	0.1%	$58.32 *	$56.22	+10.5%	COM	15135B101
PBR	PETROLEO BRASILEIRO SPON	389,688	$2.771M	0.1%	$7.11	$11.04	—	ADR	71654V408
—	SPLUNK INC	14,600	$2.746M	0.1%	$188.08	$108.55	—	COM	848637104
NXPI	NXP SEMICONDUCTORS NV	21,943	$2.737M	0.1%	$124.73 *	$82.87	+34.3%	COM	N6596X109
PPG	PPG INDUSTRIES INC	22,300	$2.722M	0.1%	$122.06 *	$94.28	+11.7%	COM	693506107
AZO	AUTOZONE INC	2,300	$2.709M	0.1%	$1177.83	$692.67	+70.6%	COM	053332102
CSGP	COSTAR GROUP INC	3,200	$2.707M	0.1%	$845.94 *	$34.92	+128.3%	COM	22160N109
CMI	CUMMINS INC	12,772	$2.697M	0.1%	$211.17 *	$139.25	+25.6%	COM	231021106
MSCI	MSCI INC	7,524	$2.683M	0.1%	$356.59 *	$133.22	+158.1%	COM	55354G100
WEC	WEC ENERGY GROUP INC	27,476	$2.661M	0.1%	$96.85 *	$36.51	+113.9%	COM	92939U106
TROW	T ROWE PRICE GROUP INC	20,701	$2.652M	0.1%	$128.11 *	$87.36	+20.2%	COM	74144T108
PEG	PUBLIC SERVICE ENTERPRISE	48,100	$2.641M	0.1%	$54.91 *	$42.29	+4.3%	COM	744573106
IQV	IQVIA HOLDINGS INC	16,700	$2.633M	0.1%	$157.66	$100.87	+55.4%	COM	46266C105
CTAS	CINTAS CORP	7,900	$2.629M	0.1%	$332.78 *	$42.35	+72.1%	COM	172908105
SYY	SYSCO CORP	41,600	$2.587M	0.1%	$62.19 *	$46.39	+8.7%	COM	871829107
—	ANSYS INC	7,900	$2.583M	0.1%	$326.96	$221.40	—	COM	03662Q105
TT	TRANE TECHNOLOGIES PLC	21,300	$2.582M	0.1%	$121.22 *	$93.73	+11.7%	COM	G8994E103
MET	METLIFE INC	69,300	$2.575M	0.1%	$37.16 *	$35.91	-10.9%	COM	59156R108
ALL	ALLSTATE CORP	27,071	$2.546M	0.1%	$94.05 *	$75.96	+7.6%	COM	020002101
CLX	CLOROX COMPANY	12,000	$2.521M	0.1%	$210.08 *	$132.01	+43.1%	COM	189054109
TWLO	TWILIO INC A	10,160	$2.509M	0.1%	$246.95	$160.56	+53.5%	COM	90138F102
KR	KROGER CO	73,900	$2.504M	0.1%	$33.88 *	$21.45	+43.6%	COM	501044101
TAL	TAL EDUCATION GROUP ADR	32,806	$2.494M	0.1%	$76.02	$38.78	—	ADR	874080104
TRV	TRAVELERS COS INC/THE	22,900	$2.477M	0.1%	$108.17 *	$124.99	-18.0%	COM	89417E109
ES	EVERSOURCE ENERGY	29,600	$2.472M	0.1%	$83.51 *	$50.64	+37.9%	COM	30040W108
BK	BANK OF NEW YORK MELLON C	71,200	$2.444M	0.1%	$34.33 *	$39.65	-21.4%	COM	064058100
ED	CONSOLIDATED EDISON INC	31,400	$2.442M	0.1%	$77.77 *	$60.55	+0.4%	COM	209115104
ADM	ARCHER DANIELS MIDLAND CO	52,300	$2.431M	0.1%	$46.48 *	$33.04	+13.8%	COM	039483102
BBY	BEST BUY CO INC	21,700	$2.414M	0.1%	$111.24 *	$54.19	+51.0%	COM	086516101
PCAR	PACCAR INC	28,235	$2.408M	0.1%	$85.28 *	$38.15	+20.5%	COM	693718108
KLAC	KLA CORP	12,406	$2.402M	0.1%	$193.62 *	$84.23	+121.0%	COM	482480100
ZBH	ZIMMER BIOMET HOLDINGS IN	17,586	$2.393M	0.1%	$136.07 *	$112.45	+11.1%	COM	98956P102
—	MARVELL TECHNOLOGY GROUP	59,900	$2.377M	0.1%	$39.68	$25.25	—	COM	G5876H105
HPQ	HP INC	125,146	$2.375M	0.1%	$18.98 *	$15.74	-3.6%	COM	40434L105
SWKS	SKYWORKS SOLUTIONS INC	16,300	$2.371M	0.1%	$145.46 *	$68.44	+77.7%	COM	83088M102
YUMC	YUM CHINA HOLDINGS INC	44,517	$2.357M	0.1%	$52.95	$43.68	+21.1%	COM	98850P109
WTW	WILLIS TOWERS WATSON PLC	11,264	$2.353M	0.1%	$208.90 *	$151.12	+25.7%	COM	G96629103
—	ALEXION PHARMACEUTICALS I	20,300	$2.32M	0.1%	$114.29	$137.72	—	COM	015351109
F	FORD MOTOR CO	348,500	$2.318M	0.1%	$6.65 *	$8.15	-37.0%	COM	345370860
PH	PARKER HANNIFIN CORP	11,378	$2.302M	0.1%	$202.32 *	$156.45	+16.8%	COM	701094104
BALL	BALL CORP	27,676	$2.298M	0.1%	$83.03 *	$65.30	+10.4%	COM	058498106
GLW	CORNING INC	70,300	$2.278M	0.1%	$32.40 *	$26.48	+0.7%	COM	219350105
MSI	MOTOROLA SOLUTIONS INC	14,376	$2.253M	0.1%	$156.72 *	$108.39	+25.9%	COM	620076307
ROK	ROCKWELL AUTOMATION INC	10,194	$2.25M	0.1%	$220.72 *	$165.61	+23.0%	COM	773903109
AIG	AMERICAN INTERNATIONAL GR	81,300	$2.237M	0.1%	$27.52 *	$45.29	-42.3%	COM	026874784
PRU	PRUDENTIAL FINANCIAL INC	35,100	$2.229M	0.1%	$63.50 *	$53.39	-5.6%	COM	744320102
BF/B	BROWN FORMAN CORP CLASS B	29,600	$2.229M	0.1%	$75.30 *	$47.61	+36.0%	COM	115637209
MCK	MCKESSON CORP	14,969	$2.228M	0.1%	$148.84	$152.96	-4.0%	COM	58155Q103
—	APTIV PLC	24,300	$2.228M	0.1%	$91.69	$87.41	—	COM	G6095L109
MTD	METTLER TOLEDO INTERNATIO	2,300	$2.217M	0.1%	$963.91 *	$580.81	+59.8%	COM	592688105
PAYX	PAYCHEX INC	27,700	$2.209M	0.1%	$79.75 *	$51.62	+25.0%	COM	704326107
HLT	HILTON WORLDWIDE HOLDINGS	25,900	$2.209M	0.1%	$85.29 *	$73.30	+12.6%	COM	43300A203
KMI	KINDER MORGAN INC	179,300	$2.209M	0.1%	$12.32 *	$10.77	-6.0%	COM	49456B101
FCX	FREEPORT MCMORAN INC	140,500	$2.195M	0.1%	$15.62 *	$13.78	-2.0%	COM	35671D857
PANW	PALO ALTO NETWORKS INC	8,900	$2.178M	0.1%	$244.72 *	$34.91	+19.2%	COM	697435105
WMB	WILLIAMS COS INC	110,900	$2.178M	0.1%	$19.64 *	$18.25	-15.6%	COM	969457100
—	SEATTLE GENETICS INC	11,100	$2.172M	0.1%	$195.68	$169.75	—	COM	812578102
MTCH	MATCH GROUP INC	19,600	$2.169M	0.1%	$110.66 *	$103.47	0.0%	COM	57667L107
—	XILINX INC	20,770	$2.165M	0.1%	$104.24	$54.34	—	COM	983919101
OKTA	OKTA INC	10,000	$2.139M	0.1%	$213.90 *	$125.48	+66.1%	COM	679295105
ALGN	ALIGN TECHNOLOGY INC	6,509	$2.129M	0.1%	$327.09 *	$225.21	+35.5%	COM	016255101
SWK	STANLEY BLACK DECKER IN	13,092	$2.123M	0.1%	$162.16 *	$115.78	+13.3%	COM	854502101
AME	AMETEK INC	21,300	$2.117M	0.1%	$99.39 *	$55.63	+67.7%	COM	031100100
PSX	PHILLIPS 66	40,700	$2.109M	0.1%	$51.82 *	$60.96	-19.5%	COM	718546104
BBD	BANCO BRADESCO ADR	609,157	$2.089M	0.1%	$3.43	$10.41	—	ADR	059460303
CHD	CHURCH DWIGHT CO INC	22,200	$2.079M	0.1%	$93.65 *	$44.10	+93.2%	COM	171340102
CARR	CARRIER GLOBAL CORP	67,557	$2.063M	0.0%	$30.54 *	$17.13	+53.9%	COM	14448C104
VRSN	VERISIGN INC	10,000	$2.049M	0.0%	$204.90	$194.66	+5.2%	COM	92343E102
SLB	SCHLUMBERGER LTD	131,300	$2.042M	0.0%	$15.55 *	$49.86	-66.8%	COM	806857108
FTV	FORTIVE CORP	26,800	$2.042M	0.0%	$76.19 *	$38.10	+17.0%	COM	34959J108
DLTR	DOLLAR TREE INC	22,200	$2.027M	0.0%	$91.31 *	$98.17	-4.1%	COM	256746108
MKC	MCCORMICK CO NON VTG SH	10,431	$2.024M	0.0%	$194.04 *	$53.63	+63.5%	COM	579780206
RMD	RESMED INC	11,780	$2.017M	0.0%	$171.22 *	$123.97	+42.3%	COM	761152107
VFC	VF CORP	28,600	$2.009M	0.0%	$70.24 *	$86.16	-25.0%	COM	918204108
WELL	WELLTOWER INC	36,100	$1.988M	0.0%	$55.07 *	$43.07	+9.8%	COM	95040Q104
WY	WEYERHAEUSER CO	69,300	$1.976M	0.0%	$28.51 *	$19.29	+15.7%	COM	962166104
STT	STATE STREET CORP	33,300	$1.975M	0.0%	$59.31 *	$45.01	+21.1%	COM	857477103
CPRT	COPART INC	18,700	$1.966M	0.0%	$105.13 *	$21.34	+13.5%	COM	217204106
AWK	AMERICAN WATER WORKS CO I	13,567	$1.964M	0.0%	$144.76 *	$76.19	+67.8%	COM	030420103
—	NEW ORIENTAL EDUCATIO SP	13,035	$1.949M	0.0%	$149.52	$34.35	—	ADR	647581107
OTIS	OTIS WORLDWIDE CORP	31,151	$1.942M	0.0%	$62.34 *	$47.48	+18.9%	COM	68902V107
AVB	AVALONBAY COMMUNITIES INC	12,900	$1.926M	0.0%	$149.30 *	$124.93	+1.4%	COM	053484101
RNG	RINGCENTRAL INC CLASS A	7,000	$1.921M	0.0%	$274.43	$252.94	+9.8%	COM	76680R206
DTE	DTE ENERGY COMPANY	16,600	$1.909M	0.0%	$115.00 *	$82.98	-1.7%	COM	233331107
CTVA	CORTEVA INC	65,062	$1.874M	0.0%	$28.80 *	$25.27	+4.8%	COM	22052L104
NIO	NIO INC ADR	88,056	$1.867M	0.0%	$21.20	$21.20	—	ADR	62914V106
PPL	PPL CORP	68,400	$1.86M	0.0%	$27.19 *	$23.05	-5.9%	COM	69351T106
AJG	ARTHUR J GALLAGHER CO	17,600	$1.857M	0.0%	$105.51 *	$64.92	+50.5%	COM	363576109
HSY	HERSHEY CO/THE	12,900	$1.849M	0.0%	$143.33 *	$128.46	-2.8%	COM	427866108
ETR	ENTERGY CORP	18,700	$1.842M	0.0%	$98.50 *	$31.36	+29.6%	COM	29364G103
KEYS	KEYSIGHT TECHNOLOGIES IN	18,500	$1.827M	0.0%	$98.76	$48.96	+100.6%	COM	49338L103
AEE	AMEREN CORPORATION	23,100	$1.827M	0.0%	$79.09 *	$66.87	+0.2%	COM	023608102
O	REALTY INCOME CORP	29,800	$1.809M	0.0%	$60.70 *	$36.26	+24.4%	COM	756109104
EQR	EQUITY RESIDENTIAL	34,800	$1.786M	0.0%	$51.32 *	$46.88	-4.5%	COM	29476L107
ARE	ALEXANDRIA REAL ESTATE EQ	11,100	$1.775M	0.0%	$159.91 *	$94.50	+42.0%	COM	015271109
—	MAXIM INTEGRATED PRODUCTS	25,900	$1.751M	0.0%	$67.61	$40.13	—	COM	57772K101
TTWO	TAKE TWO INTERACTIVE SOFT	10,600	$1.75M	0.0%	$165.09	$113.13	+43.6%	COM	874054109
KHC	KRAFT HEINZ CO/THE	58,200	$1.742M	0.0%	$29.93 *	$21.32	+21.4%	COM	500754106
EFX	EQUIFAX INC	11,100	$1.74M	0.0%	$156.76	$118.90	+32.4%	COM	294429105
AKAM	AKAMAI TECHNOLOGIES INC	15,600	$1.724M	0.0%	$110.51	$77.88	+42.5%	COM	00971T101
TSCO	TRACTOR SUPPLY COMPANY	12,000	$1.719M	0.0%	$143.25 *	$18.63	+41.5%	COM	892356106
SAP	SAP SE SPONSORED ADR	11,039	$1.718M	0.0%	$155.63	$155.63	—	ADR	803054204
FRCB	FIRST REPUBLIC BANK/CA	15,700	$1.712M	0.0%	$109.04	$92.66	+17.9%	COM	33616C100
MPC	MARATHON PETROLEUM CORP	58,200	$1.707M	0.0%	$29.33 *	$50.44	-40.2%	COM	56585A102
—	KANSAS CITY SOUTHERN	9,404	$1.7M	0.0%	$180.77	$135.70	—	COM	485170302
LYB	LYONDELLBASELL INDU CL A	24,000	$1.692M	0.0%	$70.50 *	$55.48	-13.3%	COM	N53745100
—	CITRIX SYSTEMS INC	12,000	$1.651M	0.0%	$137.58	$141.54	—	COM	177376100
CAG	CONAGRA BRANDS INC	46,200	$1.649M	0.0%	$35.69 *	$22.21	+30.4%	COM	205887102
PDD	PINDUODUO INC ADR	22,242	$1.649M	0.0%	$74.14	$33.14	—	ADR	722304102
CMS	CMS ENERGY CORP	26,800	$1.646M	0.0%	$61.42 *	$40.97	+27.1%	COM	125896100
VMC	VULCAN MATERIALS CO	12,100	$1.64M	0.0%	$135.54 *	$127.53	-5.7%	COM	929160109
DGX	QUEST DIAGNOSTICS INC	14,298	$1.636M	0.0%	$114.42 *	$84.19	+26.6%	COM	74834L100
FTNT	FORTINET INC	13,900	$1.635M	0.0%	$117.63 *	$21.43	+20.5%	COM	34959E109
HOLX	HOLOGIC INC	24,561	$1.632M	0.0%	$66.45 *	$41.02	+54.3%	COM	436440101
NBIS	YANDEX NV A	25,000	$1.63M	0.0%	$65.20	$34.03	—	COM	N97284108
DPZ	DOMINO S PIZZA INC	3,800	$1.615M	0.0%	$425.00 *	$343.88	+8.3%	COM	25754A201
VLO	VALERO ENERGY CORP	37,000	$1.602M	0.0%	$43.30	$44.95	-5.2%	COM	91913Y100
—	DISCOVER FINANCIAL SERVIC	27,700	$1.6M	0.0%	$57.76	$50.10	—	COM	254709108
EIX	EDISON INTERNATIONAL	31,400	$1.594M	0.0%	$50.76 *	$54.18	-23.0%	COM	281020107
—	KELLOGG CO	24,000	$1.55M	0.0%	$64.58 *	$41.98	+24.6%	COM	487836108
—	COOPER COS INC/THE	4,600	$1.55M	0.0%	$336.96	$277.17	—	COM	216648402
QRVO	QORVO INC	12,000	$1.546M	0.0%	$128.83 *	$72.66	+70.7%	COM	74736K101
MKTX	MARKETAXESS HOLDINGS INC	3,205	$1.543M	0.0%	$481.44 *	$343.80	+35.4%	COM	57060D108
INCY	INCYTE CORP	16,900	$1.517M	0.0%	$89.76 *	$96.40	+0.1%	COM	45337C102
ODFL	OLD DOMINION FREIGHT LINE	8,363	$1.511M	0.0%	$180.68 *	$56.70	+61.4%	COM	679580100
DOV	DOVER CORP	13,900	$1.506M	0.0%	$108.35 *	$75.42	+32.2%	COM	260003108
IP	INTERNATIONAL PAPER CO	37,000	$1.5M	0.0%	$40.54 *	$31.79	-12.1%	COM	460146103
CBRE	CBRE GROUP INC A	31,900	$1.498M	0.0%	$46.96 *	$49.91	-8.6%	COM	12504L109
GWW	WW GRAINGER INC	4,200	$1.498M	0.0%	$356.67 *	$294.38	+10.2%	COM	384802104
CDW	CDW CORP/DE	12,500	$1.495M	0.0%	$119.60 *	$63.27	+69.4%	COM	12514G108
RHI	ROBERT HALF INTL INC	28,132	$1.489M	0.0%	$52.93	$48.80	+9.1%	COM	770323103
ALNY	ALNYLAM PHARMACEUTICALS I	10,200	$1.483M	0.0%	$145.39 *	$99.70	+42.5%	COM	02043Q107
MAS	MASCO CORP	26,800	$1.477M	0.0%	$55.11 *	$27.68	+84.3%	COM	574599106
FITB	FIFTH THIRD BANCORP	69,300	$1.477M	0.0%	$21.31 *	$18.23	-10.3%	COM	316773100
VTR	VENTAS INC	35,100	$1.472M	0.0%	$41.94 *	$42.83	-22.9%	COM	92276F100
BR	BROADRIDGE FINANCIAL SOLU	11,100	$1.465M	0.0%	$131.98 *	$107.51	+13.6%	ADR	11133T103
EXPD	EXPEDITORS INTL WASH INC	16,200	$1.465M	0.0%	$90.43 *	$67.86	+17.9%	COM	302130109
TFX	TELEFLEX INC	4,300	$1.463M	0.0%	$340.23 *	$267.85	+33.7%	COM	879369106
LBRDK	LIBERTY BROADBAND C	10,200	$1.457M	0.0%	$142.84 *	$97.67	+31.7%	COM	530307305
XYL	XYLEM INC	17,100	$1.438M	0.0%	$84.09 *	$73.46	-0.5%	COM	98419M100
COR	AMERISOURCEBERGEN CORP	14,800	$1.434M	0.0%	$96.89 *	$63.19	+38.2%	COM	03073E105
NVR	NVR INC	350	$1.429M	0.0%	$4082.86 *	$3207.18	+20.4%	COM	62944T105
—	VARIAN MEDICAL SYSTEMS IN	8,300	$1.427M	0.0%	$171.93	$141.70	—	COM	92220P105
STE	STERIS PLC	8,000	$1.41M	0.0%	$176.25 *	$141.94	+7.4%	COM	G8473T100
PAYC	PAYCOM SOFTWARE INC	4,500	$1.397M	0.0%	$310.44 *	$260.88	+9.7%	COM	70432V102
—	TIFFANY CO	12,000	$1.39M	0.0%	$115.83	$129.54	—	COM	886547108
TCOM	TRIP.COM GROUP LTD ADR	44,672	$1.39M	0.0%	$31.12	$33.54	—	ADR	89677Q107
FE	FIRSTENERGY CORP	48,100	$1.38M	0.0%	$28.69 *	$22.06	+13.4%	COM	337932107
NTRS	NORTHERN TRUST CORP	17,600	$1.371M	0.0%	$77.90 *	$75.01	-9.4%	COM	665859104
FMC	FMC CORP	12,900	$1.366M	0.0%	$105.89 *	$64.95	+39.7%	COM	302491303
NDAQ	NASDAQ INC	11,100	$1.361M	0.0%	$122.61 *	$27.79	+42.4%	COM	631103108
CAH	CARDINAL HEALTH INC	28,700	$1.347M	0.0%	$46.93 *	$38.34	+16.3%	COM	14149Y108
EXAS	EXACT SCIENCES CORP	13,200	$1.346M	0.0%	$101.97 *	$79.90	+8.1%	COM	30063P105
BURL	BURLINGTON STORES INC	6,500	$1.34M	0.0%	$206.15 *	$163.46	+19.2%	COM	122017106
CHKP	CHECK POINT SOFTWARE TECH	11,100	$1.335M	0.0%	$120.27	$107.09	+13.9%	COM	M22465104
CHRW	C.H. ROBINSON WORLDWIDE I	12,900	$1.318M	0.0%	$102.17 *	$72.09	+14.6%	COM	12541W209
GRMN	GARMIN LTD	13,800	$1.309M	0.0%	$94.86 *	$57.82	+53.6%	COM	H2906T109
BMRN	BIOMARIN PHARMACEUTICAL I	17,100	$1.299M	0.0%	$75.96 *	$75.53	+34.0%	COM	09061G101
IEX	IDEX CORP	7,100	$1.295M	0.0%	$182.39 *	$142.68	+13.8%	COM	45167R104
HIG	HARTFORD FINANCIAL SVCS G	35,100	$1.293M	0.0%	$36.84 *	$45.59	-22.1%	COM	416515104
SSNC	SSC TECHNOLOGIES HOLDING	21,300	$1.29M	0.0%	$60.56	$55.49	+7.8%	COM	78467J100
NUE	NUCOR CORP	28,700	$1.287M	0.0%	$44.84 *	$45.79	-12.0%	COM	670346105
MKL	MARKEL CORP	1,300	$1.268M	0.0%	$975.38 *	$1136.36	-10.6%	COM	570535104
—	DUKE REALTY CORP	34,200	$1.261M	0.0%	$36.87	$29.84	—	COM	264411505
ZBRA	ZEBRA TECHNOLOGIES CORP C	5,000	$1.261M	0.0%	$252.20 *	$234.34	+14.9%	COM	989207105
DOC	HEALTHPEAK PROPERTIES INC	46,200	$1.254M	0.0%	$27.14 *	$23.91	-13.5%	COM	42250P103
IFF	INTL FLAVORS FRAGRANCES	10,200	$1.249M	0.0%	$122.45 *	$106.08	+1.3%	COM	459506101
LNT	ALLIANT ENERGY CORP	24,000	$1.24M	0.0%	$51.67 *	$32.46	+35.6%	COM	018802108
GPC	GENUINE PARTS CO	12,900	$1.228M	0.0%	$95.19 *	$73.12	+9.4%	COM	372460105
SJM	JM SMUCKER CO/THE	10,600	$1.224M	0.0%	$115.47 *	$88.46	+5.6%	COM	832696405
URI	UNITED RENTALS INC	6,900	$1.203M	0.0%	$174.35 *	$122.87	+32.5%	COM	911363109
FBIN	FORTUNE BRANDS HOME SEC	13,900	$1.202M	0.0%	$86.47 *	$40.22	+53.3%	COM	34964C106
GDDY	GODADDY INC CLASS A	15,700	$1.193M	0.0%	$75.99	$71.82	+5.0%	COM	380237107
GEN	NORTONLIFELOCK INC	57,300	$1.192M	0.0%	$20.80 *	$12.38	+56.0%	COM	668771108
ESS	ESSEX PROPERTY TRUST INC	5,800	$1.164M	0.0%	$200.69 *	$197.05	-9.0%	COM	297178105
—	ABIOMED INC	4,200	$1.162M	0.0%	$276.67	$241.56	—	COM	003654100
—	ARISTA NETWORKS INC	5,600	$1.158M	0.0%	$206.79	$202.79	—	COM	040413106
AES	AES CORP	63,800	$1.155M	0.0%	$18.10 *	$14.48	-5.0%	COM	00130H105
LDOS	LEIDOS HOLDINGS INC	12,900	$1.15M	0.0%	$89.15 *	$81.14	+3.7%	COM	525327102
BXP	BOSTON PROPERTIES INC	14,300	$1.148M	0.0%	$80.28 *	$86.59	-23.5%	COM	101121101
HRL	HORMEL FOODS CORP	23,385	$1.143M	0.0%	$48.88 *	$38.66	+11.4%	COM	440452100
—	SEAGATE TECHNOLOGY	23,100	$1.138M	0.0%	$49.26	$53.79	—	COM	G7945M107
TRMB	TRIMBLE INC	23,100	$1.124M	0.0%	$48.66	$37.50	+27.4%	COM	896239100
CINF	CINCINNATI FINANCIAL CORP	14,300	$1.115M	0.0%	$77.97 *	$60.63	+11.4%	COM	172062101
—	SLACK TECHNOLOGIES INC C	41,158	$1.106M	0.0%	$26.87	$28.90	—	COM	83088V102
BAP	CREDICORP LTD	8,904	$1.104M	0.0%	$123.99 *	$131.70	-10.4%	COM	G2519Y108
—	HESS CORP	26,600	$1.088M	0.0%	$40.90	$49.53	—	COM	42809H107
EVRG	EVERGY INC	21,300	$1.082M	0.0%	$50.80 *	$52.03	-13.4%	COM	30034W106
ACGL	ARCH CAPITAL GROUP LTD	37,000	$1.082M	0.0%	$29.24	$28.28	+2.5%	COM	G0450A105
WPC	WP CAREY INC	16,600	$1.081M	0.0%	$65.12	$58.06	—	COM	92936U109
HPE	HEWLETT PACKARD ENTERPRIS	115,500	$1.081M	0.0%	$9.36 *	$12.36	-34.6%	COM	42824C109
PHM	PULTEGROUP INC	23,100	$1.069M	0.0%	$46.28 *	$28.36	+42.9%	COM	745867101
KEY	KEYCORP	89,700	$1.069M	0.0%	$11.92 *	$12.40	-24.3%	COM	493267108
—	E TRADE FINANCIAL CORP	21,300	$1.066M	0.0%	$50.05	$43.69	—	COM	269246401
—	VMWARE INC CLASS A	7,400	$1.063M	0.0%	$143.65	$154.75	—	COM	928563402
ATO	ATMOS ENERGY CORP	11,100	$1.061M	0.0%	$95.59 *	$87.10	+0.1%	COM	049560105
RCL	ROYAL CARIBBEAN CRUISES L	16,300	$1.054M	0.0%	$64.66 *	$112.81	-48.7%	COM	V7780T103
TDY	TELEDYNE TECHNOLOGIES INC	3,400	$1.053M	0.0%	$309.71	$328.71	-4.0%	COM	879360105
BRO	BROWN BROWN INC	23,100	$1.046M	0.0%	$45.28 *	$25.69	+67.4%	COM	115236101
WAB	WABTEC CORP	16,900	$1.045M	0.0%	$61.83	$68.47	-9.2%	COM	929740108
DVA	DAVITA INC	12,200	$1.045M	0.0%	$85.66	$58.10	+47.0%	COM	23918K108
—	LUMEN TECHNOLOGIES INC	103,500	$1.042M	0.0%	$10.07	$12.49	—	COM	156700106
PFG	PRINCIPAL FINANCIAL GROUP	25,700	$1.034M	0.0%	$40.23 *	$43.45	-19.7%	COM	74251V102
WDC	WESTERN DIGITAL CORP	28,200	$1.031M	0.0%	$36.56 *	$41.27	-28.3%	COM	958102105
—	LIBERTY GLOBAL PLC C	49,900	$1.024M	0.0%	$20.52	$23.80	—	COM	G5480U120
RF	REGIONS FINANCIAL CORP	88,700	$1.022M	0.0%	$11.52 *	$10.48	-14.5%	COM	7591EP100
JBHT	HUNT (JB) TRANSPRT SVCS I	8,000	$1.01M	0.0%	$126.25	$102.34	+23.8%	COM	445658107
AVY	AVERY DENNISON CORP	7,900	$1.01M	0.0%	$127.85 *	$102.14	+5.5%	COM	053611109
OKE	ONEOK INC	38,800	$1.008M	0.0%	$25.98 *	$27.14	-26.5%	COM	682680103
EMN	EASTMAN CHEMICAL CO	12,900	$1.007M	0.0%	$78.06 *	$56.99	+9.6%	COM	277432100
CFG	CITIZENS FINANCIAL GROUP	39,700	$1.003M	0.0%	$25.26 *	$26.01	-22.6%	COM	174610105
HAL	HALLIBURTON CO	83,000	$999K	0.0%	$12.04 *	$25.55	-48.4%	COM	406216101
AAP	ADVANCE AUTO PARTS INC	6,500	$998K	0.0%	$153.54 *	$112.44	+18.6%	COM	00751Y106
LNG	CHENIERE ENERGY INC	21,300	$985K	0.0%	$46.24 *	$43.68	+16.1%	COM	16411R208
—	TD AMERITRADE HOLDING COR	25,000	$979K	0.0%	$39.16	$46.69	—	COM	87236Y108
CBOE	CBOE GLOBAL MARKETS INC	10,900	$956K	0.0%	$87.71 *	$94.92	-11.8%	COM	12503M108
DELL	DELL TECHNOLOGIES C	13,900	$940K	0.0%	$67.63 *	$28.60	0.0%	COM	24703L202
CNP	CENTERPOINT ENERGY INC	48,100	$930K	0.0%	$19.33 *	$19.59	-12.9%	COM	15189T107
ELAN	ELANCO ANIMAL HEALTH INC	33,300	$930K	0.0%	$27.93 *	$30.77	-17.6%	COM	28414H103
WU	WESTERN UNION CO	43,400	$929K	0.0%	$21.41	$19.87	—	COM	959802109
FOXA	FOX CORP CLASS A	33,300	$926K	0.0%	$27.81 *	$35.41	-30.4%	COM	35137L105
LW	LAMB WESTON HOLDINGS INC	13,900	$921K	0.0%	$66.26 *	$72.13	-18.6%	COM	513272104
HAS	HASBRO INC	11,100	$918K	0.0%	$82.70 *	$84.97	-26.2%	COM	418056107
ALB	ALBEMARLE CORP	10,200	$910K	0.0%	$89.22 *	$61.60	+34.7%	COM	012653101
PKG	PACKAGING CORP OF AMERICA	8,300	$905K	0.0%	$109.04 *	$83.39	+4.2%	COM	695156109
UDR	UDR INC	27,700	$903K	0.0%	$32.60 *	$27.82	+3.2%	COM	902653104
ALLE	ALLEGION PLC	9,000	$889K	0.0%	$98.78 *	$77.54	+22.0%	COM	G0176J109
XRAY	DENTSPLY SIRONA INC	20,300	$887K	0.0%	$43.69	$53.73	-17.7%	COM	24906P109
RJF	RAYMOND JAMES FINANCIAL I	12,000	$873K	0.0%	$72.75 *	$49.20	-9.1%	COM	754730109
ZTO	ZTO EXPRESS CAYMAN INC AD	29,030	$868K	0.0%	$29.90	$19.11	—	ADR	98980A105
KDP	KEURIG DR PEPPER INC	31,400	$866K	0.0%	$27.58 *	$20.96	+22.2%	COM	49271V100
HSIC	HENRY SCHEIN INC	14,600	$857K	0.0%	$58.70 *	$62.28	+3.0%	COM	806407102
FNF	FIDELITY NATIONAL FINANCI	26,800	$839K	0.0%	$31.31 *	$28.17	-13.3%	COM	31620R303
GL	GLOBE LIFE INC	10,400	$831K	0.0%	$79.90 *	$86.06	-11.3%	COM	37959E102
PNW	PINNACLE WEST CAPITAL	11,100	$828K	0.0%	$74.59 *	$72.15	-16.1%	COM	723484101
MTN	VAIL RESORTS INC	3,800	$813K	0.0%	$213.95 *	$236.06	-12.7%	COM	91879Q109
CPB	CAMPBELL SOUP CO	16,600	$803K	0.0%	$48.37 *	$29.85	+38.2%	COM	134429109
PTC	PTC INC	9,700	$802K	0.0%	$82.68 *	$70.85	+20.2%	COM	69370C100
NI	NISOURCE INC	36,100	$794K	0.0%	$21.99 *	$22.67	-14.6%	COM	65473P105
GDS	GDS HOLDINGS LTD ADR	9,546	$781K	0.0%	$81.81	$37.59	—	ADR	36165L108
XPO	XPO LOGISTICS INC	9,200	$779K	0.0%	$84.67 *	$23.12	+24.4%	COM	983793100
BKR	BAKER HUGHES CO	58,200	$773K	0.0%	$13.28	$20.44	-35.2%	COM	05722G100
EG	EVEREST RE GROUP LTD	3,900	$770K	0.0%	$197.44 *	$225.83	-14.9%	COM	G3223R108
JAZZ	JAZZ PHARMACEUTICALS PLC	5,300	$756K	0.0%	$142.64 *	$136.08	-8.9%	COM	G50871105
ROL	ROLLINS INC	13,900	$753K	0.0%	$54.17 *	$22.98	+40.7%	COM	775711104
SNA	SNAP ON INC	5,100	$750K	0.0%	$147.06 *	$109.68	+15.1%	COM	833034101
HST	HOST HOTELS RESORTS INC	68,400	$737K	0.0%	$10.77 *	$13.53	-32.5%	COM	44107P104
BWA	BORGWARNER INC	19,000	$736K	0.0%	$38.74 *	$31.74	0.0%	COM	099724106
OXY	OCCIDENTAL PETROLEUM CORP	72,900	$729K	0.0%	$10.00 *	$48.73	-72.8%	COM	674599105
—	MYLAN NV	49,000	$726K	0.0%	$14.82	$19.77	—	COM	N59465109
EQH	EQUITABLE HOLDINGS INC	39,700	$724K	0.0%	$18.24 *	$18.74	-6.1%	COM	29452E101
PNR	PENTAIR PLC	15,700	$718K	0.0%	$45.73 *	$38.80	+4.6%	COM	G7S00T104
IRM	IRON MOUNTAIN INC	26,800	$718K	0.0%	$26.79 *	$22.54	-1.5%	COM	46284V101
AIZ	ASSURANT INC	5,900	$716K	0.0%	$121.36 *	$88.75	+17.7%	COM	04621X108
ATHM	AUTOHOME INC ADR	7,329	$704K	0.0%	$96.06	$85.54	—	ADR	05278C107
FFIV	F5 NETWORKS INC	5,700	$699K	0.0%	$122.63 *	$134.64	-0.1%	COM	315616102
VIPS	VIPSHOP HOLDINGS LTD AD	44,152	$690K	0.0%	$15.63	$15.58	—	ADR	92763W103
CCEP	COCA COLA EUROPEAN PARTNE	17,600	$682K	0.0%	$38.75 *	$34.48	-0.3%	COM	G25839104
—	BUNGE LTD	14,800	$676K	0.0%	$45.68	$55.69	—	COM	G16962105
CTRA	CABOT OIL GAS CORP	38,800	$673K	0.0%	$17.35 *	$14.77	-3.1%	COM	127097103
—	JUNIPER NETWORKS INC	30,500	$655K	0.0%	$21.48	$22.85	—	COM	48203R104
ARW	ARROW ELECTRONICS INC	8,300	$653K	0.0%	$78.67 *	$70.71	+4.5%	COM	042735100
NWL	NEWELL BRANDS INC	37,000	$635K	0.0%	$17.16 *	$12.00	+9.4%	COM	651229106
SEIC	SEI INVESTMENTS COMPANY	12,500	$633K	0.0%	$50.64 *	$53.14	-7.5%	COM	784117103
ARMK	ARAMARK	23,600	$624K	0.0%	$26.44 *	$26.90	-38.0%	COM	03852U106
GLOB	GLOBANT SA	3,485	$624K	0.0%	$179.05 *	$87.16	+97.5%	COM	L44385109
HEI/A	HEICO CORP CLASS A	7,000	$621K	0.0%	$88.71 *	$76.92	+8.9%	COM	422806208
ALV	AUTOLIV INC	8,300	$605K	0.0%	$72.89 *	$71.21	-12.2%	COM	052800109
JOYY	JOYY INC	7,484	$604K	0.0%	$80.71	$52.83	—	COM	46591M109
MOS	MOSAIC CO/THE	32,400	$591K	0.0%	$18.24 *	$10.71	+36.3%	COM	61945C103
STLD	STEEL DYNAMICS INC	20,300	$581K	0.0%	$28.62 *	$25.87	+0.9%	COM	858119100
SEE	SEALED AIR CORP	14,800	$574K	0.0%	$38.78 *	$27.03	+27.4%	COM	81211K100
—	INTERPUBLIC GROUP OF COS	34,200	$570K	0.0%	$16.67 *	$17.08	-15.1%	COM	460690100
VNO	VORNADO REALTY TRUST	16,600	$559K	0.0%	$33.67	$63.61	—	COM	929042109
PRGO	PERRIGO CO PLC	12,000	$550K	0.0%	$45.83 *	$50.93	+2.8%	COM	G97822103
HII	HUNTINGTON INGALLS INDUST	3,900	$549K	0.0%	$140.77	$203.72	-30.2%	COM	446413106
—	SIRIUS XM HOLDINGS INC	101,700	$544K	0.0%	$5.35	$7.14	—	COM	82968B103
LNC	LINCOLN NATIONAL CORP	16,600	$520K	0.0%	$31.33 *	$44.01	-37.9%	COM	534187109
NWSA	NEWS CORP CLASS A	37,000	$518K	0.0%	$14.00 *	$12.78	+3.9%	COM	65249B109
INGR	INGREDION INC	6,500	$492K	0.0%	$75.69 *	$79.37	+2.3%	COM	457187102
DAL	DELTA AIR LINES INC	14,800	$452K	0.0%	$30.54 *	$24.75	+13.3%	COM	247361702
FANG	DIAMONDBACK ENERGY INC	14,800	$446K	0.0%	$30.14	$32.27	-5.9%	COM	25278X109
FOX	FOX CORP CLASS B	15,700	$439K	0.0%	$27.96 *	$34.51	-28.7%	COM	35137L204
—	MOBILE TELESYSTEMS SP ADR	50,000	$437K	0.0%	$8.74	$8.38	—	ADR	607409109
HEI	HEICO CORP	4,000	$419K	0.0%	$104.75	$92.32	+11.9%	COM	422806109
LBTYAUSD	LIBERTY GLOBAL PLC A	19,400	$408K	0.0%	$21.03	$24.76	—	COM	G5480U104
—	PEOPLE S UNITED FINANCIAL	38,800	$400K	0.0%	$10.31	$15.62	—	COM	712704105
—	MOMO INC SPON ADR	26,400	$363K	0.0%	$13.75	$35.80	—	ADR	60879B107
LBRDA	LIBERTY BROADBAND A	2,400	$340K	0.0%	$141.67 *	$96.73	+31.3%	COM	530307107
RL	RALPH LAUREN CORP	4,700	$319K	0.0%	$67.87 *	$94.03	-31.5%	COM	751212101
—	EPIZYME INC COMMON STOCK	24,687	$295K	0.0%	$11.95	$16.04	—	COM	29428V104
—	51JOB INC ADR	3,407	$266K	0.0%	$78.07	$84.85	—	ADR	316827104
TME	TENCENT MUSIC ENTERTAINM	14,277	$211K	0.0%	$14.78	$12.75	—	ADR	88034P109
BZUN	BAOZUN INC SPN ADR	6,486	$210K	0.0%	$32.38	$38.39	—	ADR	06684L103
YPF	YPF S.A. SPONSORED ADR	32,000	$114K	0.0%	$3.56	$18.22	—	ADR	984245100
FINV	FINVOLUTION GROUP ADR USD	56,478	$104K	0.0%	$1.84	$2.57	—	COM	31810T101
TEO	TELECOM ARGENTINA SA SP A	15,900	$104K	0.0%	$6.54	$17.61	—	ADR	879273209