Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	910,949	$121M	6.1%	$84.29	+38.8%	Common	037833100
MSFT	MICROSOFT CORP	437,640	$97.34M	4.9%	$30.07	+585.2%	Common	594918104
AMZN	AMAZON.COM INC	28,326	$92.26M	4.6%	$47.23	+237.9%	Common	023135106
META	FACEBOOK INC CLASS A	169,351	$46.26M	2.3%	$122.30	+122.6%	Common	30303M102
GOOGL	ALPHABET INC CL A	22,304	$39.09M	2.0%	$39.58	+111.0%	Common	02079K305
BRK/B	BERKSHIRE HATHAWAY INC-CL B	145,457	$33.73M	1.7%	$131.94	+66.9%	Common	084670702
GOOG	ALPHABET INC CL C	18,832	$32.99M	1.7%	$37.19	+125.2%	Common	02079K107
JNJ	JOHNSON & JOHNSON	195,022	$30.69M	1.5%	$74.90	+70.3%	Common	478160104
PG	PROCTER & GAMBLE CO	193,321	$26.9M	1.4%	$75.90	+62.3%	Common	742718109
TSLA	TESLA INC	35,547	$25.08M	1.3%	$170.65	0.0%	Common	88160R101
JPM	JP MORGAN CHASE & CO	194,612	$24.73M	1.2%	$47.21	+107.9%	Common	46625H100
V	VISA INC - CLASS A	105,880	$23.16M	1.2%	$75.20	+162.3%	Common	92826C839
UNH	UNITEDHEALTH GROUP INC	60,347	$21.16M	1.1%	$146.58	+110.3%	Common	91324P102
DIS	DISNEY (WALT) CO (THE)	114,955	$20.83M	1.0%	$92.69	+51.3%	Common	254687106
NVDA	NVIDIA CORP	39,126	$20.43M	1.0%	$3.75	+256.2%	Common	67066G104
VZ	VERIZON COMMUNICATIONS	330,091	$19.39M	1.0%	$32.31	+36.1%	Common	92343V104
MA	MASTERCARD INC - CLASS A	54,225	$19.36M	1.0%	$103.59	+212.1%	Common	57636Q104
PEP	PEPSICO INC	116,954	$17.34M	0.9%	$78.23	+55.0%	Common	713448108
PYPL	PAYPAL HOLDINGS INC	72,682	$17.02M	0.9%	$57.28	+260.9%	Common	70450Y103
PFE	PFIZER INC	460,294	$16.94M	0.9%	$19.76	+44.9%	Common	717081103
CMCSA	COMCAST CORP CLASS A	283,792	$14.87M	0.7%	$29.27	+42.3%	Common	20030N101
BAC	BANK OF AMERICA CORP	481,924	$14.61M	0.7%	$17.61	+34.4%	Common	060505104
NFLX	NETFLIX INC	26,718	$14.45M	0.7%	$18.03	+181.2%	Common	64110L106
SPY	SPDR S&P 500 ETF TRUST SERIES 1	38,520	$14.4M	0.7%	$334.89	—	Common	78462F103
KO	COCA-COLA CO	243,641	$13.36M	0.7%	$32.12	+37.8%	Common	191216100
HD	HOME DEPOT INC	49,241	$13.08M	0.7%	$111.62	+117.2%	Common	437076102
WMT	WAL-MART INC	89,836	$12.95M	0.7%	$22.67	+99.6%	Common	931142103
PM	PHILIP MORRIS INTERNATIONAL	155,924	$12.91M	0.6%	$56.73	+6.4%	Common	718172109
MRK	MERCK & CO INC	157,716	$12.9M	0.6%	$36.96	+75.5%	Common	58933Y105
INTC	INTEL CORP	250,376	$12.47M	0.6%	$23.45	+87.7%	Common	458140100
ABT	ABBOTT LABORATORIES	113,599	$12.44M	0.6%	$40.59	+144.6%	Common	002824100
ABBV	ABBVIE INC	110,674	$11.86M	0.6%	$39.42	+100.3%	Common	00287Y109
TMO	THERMO FISHER SCIENTIFIC INC	25,362	$11.81M	0.6%	$143.54	+222.3%	Common	883556102
CSCO	CISCO SYSTEMS INC	253,409	$11.34M	0.6%	$21.59	+63.4%	Common	17275R102
NKE	NIKE INC	79,388	$11.23M	0.6%	$70.89	+73.8%	Common	654106103
AVGO	BROADCOM INC	25,505	$11.17M	0.6%	$20.95	+66.2%	Common	11135F101
QCOM	QUALCOMM INC	69,982	$10.66M	0.5%	$50.21	+148.4%	Common	747525103
COST	COSTCO WHOLESALE CORP	28,014	$10.55M	0.5%	$152.74	+127.4%	Common	22160K105
CRM	SALESFORCE. COM INC	46,844	$10.42M	0.5%	$94.96	+153.0%	Common	79466L302
ACN	ACCENTURE PLC - CL A	39,675	$10.36M	0.5%	$90.57	+146.3%	Common	G1151C101
MCD	MC DONALDS CORPORATION	48,074	$10.32M	0.5%	$148.67	+30.0%	Common	580135101
MDT	MEDTRONIC PLC	85,407	$10.01M	0.5%	$62.21	+52.8%	Common	G5960L103
CVX	CHEVRON CORP	117,432	$9.917M	0.5%	$70.22	-7.4%	Common	166764100
XOM	EXXON MOBIL CORP	237,552	$9.792M	0.5%	$46.39	-34.6%	Common	30231G102
ADBE	ADOBE INC	19,570	$9.787M	0.5%	$104.18	+363.7%	Common	00724F101
NEE	NEXTERA ENERGY INC	124,940	$9.639M	0.5%	$58.84	+11.6%	Common	65339F101
MO	ALTRIA GROUP INC	232,974	$9.552M	0.5%	$26.84	-0.5%	Common	02209S103
TXN	TEXAS INSTRUMENTS INC	58,064	$9.53M	0.5%	$70.33	+91.4%	Common	882508104
HON	HONEYWELL INTL INC	44,173	$9.396M	0.5%	$88.24	+85.5%	Common	438516106
SPGI	S&P GLOBAL INC	27,641	$9.086M	0.5%	$180.28	+79.3%	Common	78409V104
LMT	LOCKHEED MARTIN CORP	25,259	$8.966M	0.5%	$240.74	+32.5%	Common	539830109
UNP	UNION PACIFIC CORP	42,927	$8.938M	0.4%	$129.47	+37.5%	Common	907818108
DHR	DANAHER CORP	39,768	$8.834M	0.4%	$60.39	+224.6%	Common	235851102
CL	COLGATE-PALMOLIVE CO	102,823	$8.792M	0.4%	$61.83	+18.7%	Common	194162103
BMY	BRISTOL-MYERS SQUIBB CO	138,623	$8.599M	0.4%	$39.10	+27.9%	Common	110122108
—	LINDE PLC	32,571	$8.583M	0.4%	$187.34	—	Common	G5494J103
ICE	INTERCONTINENTAL EXCHANGE INC	73,807	$8.509M	0.4%	$67.08	+44.8%	Common	45866F104
AMGN	AMGEN INC	36,028	$8.284M	0.4%	$111.86	+75.5%	Common	031162100
LLY	LILLY (ELI) & CO	48,253	$8.147M	0.4%	$53.28	+165.3%	Common	532457108
C	CITIGROUP INC	130,006	$8.016M	0.4%	$41.11	+3.1%	Common	172967424
ORCL	ORACLE CORP	123,900	$8.015M	0.4%	$31.74	+74.9%	Common	68389X105
FCX	FREEPORT-MCMORAN INC	307,106	$7.991M	0.4%	$9.55	+103.7%	Common	35671D857
WFC	WELLS FARGO CO	261,527	$7.893M	0.4%	$24.76	-6.9%	Common	949746101
SBUX	STARBUCKS CORP	73,732	$7.888M	0.4%	$43.77	+94.5%	Common	855244109
NEM	NEWMONT CORP	128,896	$7.72M	0.4%	$31.80	+64.6%	Common	651639106
T	AT&T INC	267,422	$7.691M	0.4%	$13.62	+12.9%	Common	00206R102
UPS	UNITED PARCEL SERVICE-CL B	44,243	$7.451M	0.4%	$76.19	+79.7%	Common	911312106
VRTX	VERTEX PHARMACEUTICALS INC	31,347	$7.409M	0.4%	$186.10	+23.3%	Common	92532F100
WM	WASTE MANAGEMENT INC	61,574	$7.261M	0.4%	$71.83	+49.6%	Common	94106L109
WY	WEYERHAEUSER CO	216,408	$7.256M	0.4%	$18.00	+36.1%	Common	962166104
STZ	CONSTELLATION BRANDS INC - A	32,751	$7.174M	0.4%	$157.44	+14.9%	Common	21036P108
RTX	RAYTHEON TECHNOLOGIES CORP	97,509	$6.973M	0.4%	$53.96	+8.3%	Common	75513E101
AMD	ADVANCED MICRO DEVICES INC	74,739	$6.854M	0.3%	$45.51	+89.6%	Common	007903107
SCCO	SOUTHERN COPPER CORP	103,711	$6.754M	0.3%	$25.88	+64.0%	Common	84265V105
NOW	SERVICENOW INC	11,968	$6.588M	0.3%	$53.02	+96.1%	Common	81762P102
MMM	3M COMPANY	36,696	$6.414M	0.3%	$80.35	+46.3%	Common	88579Y101
AMT	AMERICAN TOWER CORP	28,148	$6.318M	0.3%	$117.10	+70.5%	Common	03027X100
IBM	IBM CORP	50,089	$6.305M	0.3%	$104.78	-10.9%	Common	459200101
CHTR	CHARTER COMMUNICATIONS INC	9,519	$6.297M	0.3%	$306.04	+108.0%	Common	16119P108
—	BLACKROCK INC	8,647	$6.239M	0.3%	$355.20	—	Common	09247X101
MS	MORGAN STANLEY	90,400	$6.195M	0.3%	$48.59	+0.5%	Common	617446448
CAT	CATERPILLAR INC	33,996	$6.188M	0.3%	$83.05	+85.4%	Common	149123101
COP	CONOCOPHILLIPS	152,222	$6.087M	0.3%	$41.28	-25.6%	Common	20825C104
ISRG	INTUITIVE SURGICAL INC	7,337	$6.002M	0.3%	$123.27	+101.4%	Common	46120E602
XYL	XYLEM INC	58,795	$5.985M	0.3%	$66.72	+32.8%	Common	98419M100
GS	GOLDMAN SACHS GROUP INC	21,855	$5.763M	0.3%	$196.43	+0.3%	Common	38141G104
WTW	WILLIS TOWERS WATSON PLC	27,100	$5.709M	0.3%	$111.27	+72.7%	Common	G96629103
KR	KROGER CO	179,091	$5.688M	0.3%	$25.77	+12.8%	Common	501044101
AG	FIRST MAJESTIC SILVER CORP	422,970	$5.685M	0.3%	$8.40	+29.3%	Common	32076V103
WST	WEST PHARMACEUTICAL SERVICES I	19,849	$5.623M	0.3%	$193.81	+43.0%	Common	955306105
INTU	INTUIT INC	14,790	$5.618M	0.3%	$130.00	+161.8%	Common	461202103
TGT	TARGET CORP	31,639	$5.585M	0.3%	$60.34	+140.1%	Common	87612E106
FIS	FIDELITY NATL INFORMATION SVS	39,374	$5.57M	0.3%	$103.14	+23.6%	Common	31620M106
BA	BOEING CO (THE)	25,774	$5.517M	0.3%	$160.42	+19.8%	Common	097023105
—	MAVERIX METALS INC	994,754	$5.431M	0.3%	$4.05	—	Common	57776F405
PAAS	PAN AMERICAN SILVER CORP	155,027	$5.35M	0.3%	$24.78	+30.3%	Common	697900108
BKNG	BOOKING HOLDINGS INC	2,381	$5.303M	0.3%	$1962.98	-3.3%	Common	09857L108
MDLZ	MONDELEZ INTERNATIONAL INC	90,307	$5.28M	0.3%	$27.67	+81.2%	Common	609207105
DE	DEERE & CO	19,281	$5.188M	0.3%	$132.81	+74.8%	Common	244199105
ELV	ANTHEM INC	15,934	$5.116M	0.3%	$247.35	+15.7%	Common	036752103
TJX	TJX COMPANIES INC	74,854	$5.112M	0.3%	$42.28	+33.6%	Common	872540109
SYK	STRYKER CORP	20,392	$4.997M	0.3%	$94.96	+126.0%	Common	863667101
ZTS	ZOETIS INC	30,189	$4.996M	0.3%	$60.39	+157.4%	Common	98978V103
SCHW	SCHWAB (CHARLES) CORP	93,700	$4.97M	0.2%	$29.68	+42.7%	Common	808513105
TMUS	T-MOBILE US INC	36,481	$4.919M	0.2%	$88.55	+34.8%	Common	872590104
ADP	AUTOMATIC DATA PROCESSING	27,098	$4.775M	0.2%	$126.04	+17.0%	Common	053015103
MU	MICRON TECHNOLOGY INC	62,178	$4.675M	0.2%	$46.26	+27.2%	Common	595112103
PLD	PROLOGIS INC	46,401	$4.624M	0.2%	$71.93	+21.6%	Common	74340W103
AXP	AMERICAN EXPRESS CO	38,045	$4.6M	0.2%	$84.52	+22.9%	Common	025816109
BDX	BECTON DICKINSON & CO	18,339	$4.589M	0.2%	$133.16	+61.2%	Common	075887109
—	VIPER ENERGY PARTNERS LP LIMITED PARTNERS	391,463	$4.549M	0.2%	$18.77	—	Common	92763M105
GDDY	GODADDY INC	54,461	$4.518M	0.2%	$66.17	+18.7%	Common	380237107
AMAT	APPLIED MATERIALS INC	51,805	$4.471M	0.2%	$51.40	+37.5%	Common	038222105
AEM	AGNICO EAGLE MINES LTD	62,932	$4.437M	0.2%	$42.53	+54.2%	Common	008474108
—	LAM RESEARCH CORP	9,325	$4.404M	0.2%	$116.63	—	Common	512807108
—	US ECOLOGY INC	120,876	$4.391M	0.2%	$32.67	—	Common	91734M103
AGI	ALAMOS GOLD INC	493,415	$4.317M	0.2%	$6.48	+31.2%	Common	011532108
DUK	DUKE ENERGY CORP	46,894	$4.294M	0.2%	$53.88	+40.5%	Common	26441C204
ICLR	ICON PLC	21,321	$4.157M	0.2%	$79.18	+146.9%	Common	G4705A100
SO	SOUTHERN CO	67,412	$4.141M	0.2%	$33.66	+47.1%	Common	842587107
CCI	CROWN CASTLE INTL CORP	26,007	$4.14M	0.2%	$79.49	+60.8%	Common	22822V101
CME	CME GROUP INC	22,672	$4.127M	0.2%	$73.54	+88.2%	Common	12572Q105
BABA	ALIBABA GROUP HOLDING	17,626	$4.102M	0.2%	$232.72	—	Common	01609W102
GILD	GILEAD SCIENCES INC	70,310	$4.096M	0.2%	$55.69	-11.4%	Common	375558103
—	ACTIVISION BLIZZARD INC	43,669	$4.055M	0.2%	$53.34	—	Common	00507V109
EQIX	EQUINIX INC REIT	5,591	$3.993M	0.2%	$309.90	+117.7%	Common	29444U700
CSX	CSX CORP	43,736	$3.969M	0.2%	$21.54	+24.5%	Common	126408103
FDX	FEDEX CORP	15,181	$3.941M	0.2%	$126.18	+99.0%	Common	31428X106
CB	CHUBB LIMITED	25,573	$3.936M	0.2%	$101.77	+27.8%	Common	H1467J104
APD	AIR PRODUCTS & CHEM INC	13,709	$3.746M	0.2%	$185.01	+33.8%	Common	009158106
PNC	PNC FINANCIAL SERVICES GROUP	24,861	$3.704M	0.2%	$85.95	+23.9%	Common	693475105
GPN	GLOBAL PAYMENTS INC	17,137	$3.692M	0.2%	$116.76	+52.8%	Common	37940X102
EL	ESTEE LAUDER COMPANIES-CL A	13,762	$3.663M	0.2%	$142.65	+56.8%	Common	518439104
EOG	EOG RESOURCES INC	72,553	$3.618M	0.2%	$59.74	-42.9%	Common	26875P101
USB	US BANCORP	77,458	$3.609M	0.2%	$30.28	+11.8%	Common	902973304
PGR	PROGRESSIVE CORP	36,474	$3.607M	0.2%	$55.58	+45.0%	Common	743315103
FISV	FISERV INC	31,452	$3.581M	0.2%	$66.63	+61.7%	Common	337738108
D	DOMINION RESOURCES INC/VA	47,551	$3.576M	0.2%	$60.00	+5.7%	Common	25746U109
EW	EDWARDS LIFESCIENCES CORP	38,872	$3.546M	0.2%	$56.31	+47.3%	Common	28176E108
FANG	DIAMONDBACK ENERGY INC	73,037	$3.535M	0.2%	$64.76	-54.0%	Common	25278X109
NSC	NORFOLK SOUTHERN CORP	14,463	$3.437M	0.2%	$163.63	+25.1%	Common	655844108
ECL	ECOLAB INC	15,794	$3.417M	0.2%	$118.64	+66.4%	Common	278865100
AON	AON PLC	16,027	$3.386M	0.2%	$178.56	+10.1%	Common	G0403H108
SHW	SHERWIN-WILLIAMS CO	4,604	$3.384M	0.2%	$79.06	+186.7%	Common	824348106
MRSH	MARSH & MCLENNAN COS	28,713	$3.359M	0.2%	$48.95	+115.0%	Common	571748102
—	BRIGHAM MINERALS INC	297,176	$3.266M	0.2%	$13.46	—	Common	10918L103
VLO	VALERO ENERGY CORP	57,487	$3.252M	0.2%	$62.63	-35.2%	Common	91913Y100
HUM	HUMANA INC	7,921	$3.25M	0.2%	$358.26	+10.7%	Common	444859102
BSX	BOSTON SCIENTIFIC CORP	90,272	$3.245M	0.2%	$16.55	+117.8%	Common	101137107
ILMN	ILLUMINA INC	8,734	$3.232M	0.2%	$319.55	-0.2%	Common	452327109
REGN	REGENERON PHARMACEUTICALS	6,584	$3.181M	0.2%	$411.52	+30.4%	Common	75886F107
ADI	ANALOG DEVICES INC	20,912	$3.089M	0.2%	$82.54	+46.8%	Common	032654105
DG	DOLLAR GENERAL CORP	14,480	$3.045M	0.2%	$142.31	+39.2%	Common	256677105
BIL	SPDR 1-3 MONTH TBIL	32,088	$2.937M	0.1%	$91.61	—	Common	78468R663
—	PIONEER NATURAL RESOURCES CO	25,708	$2.928M	0.1%	$120.25	—	Common	723787107
ROP	ROPER TECHNOLOGIES INC	6,575	$2.834M	0.1%	$284.60	+39.9%	Common	776696106
MCO	MOODY'S CORP	9,307	$2.701M	0.1%	$68.27	+292.4%	Common	615369105
NOC	NORTHROP GRUMMAN CORP	8,771	$2.673M	0.1%	$168.90	+66.3%	Common	666807102
EA	ELECTRONIC ARTS INC	18,547	$2.663M	0.1%	$102.32	+22.6%	Common	285512109
KMB	KIMBERLY-CLARK CORP	19,529	$2.633M	0.1%	$109.87	+5.5%	Common	494368103
—	TWITTER INC.	47,838	$2.59M	0.1%	$42.12	—	Common	90184L102
AEP	AMERICAN ELECTRIC POWER CO	30,950	$2.577M	0.1%	$43.98	+63.7%	Common	025537101
IDXX	IDEXX LABORATORIES INC	5,119	$2.559M	0.1%	$157.41	+184.3%	Common	45168D104
LOW	LOWES COMPANIES INC	15,495	$2.487M	0.1%	$91.55	+61.7%	Common	548661107
BIIB	BIOGEN INC	9,982	$2.444M	0.1%	$304.92	-15.0%	Common	09062X103
LHX	L3 HARRIS TECHNOLOGIES INC	12,714	$2.403M	0.1%	$180.55	-8.7%	Common	502431109
DLR	DIGITAL REALTY TRUST INC	17,124	$2.389M	0.1%	$119.44	0.0%	Common	253868103
ALGN	ALIGN TECHNOLOGY INC	4,435	$2.37M	0.1%	$293.52	+53.2%	Common	016255101
EXC	EXELON CORP	55,289	$2.334M	0.1%	$16.47	+49.5%	Common	30161N101
SRE	SEMPRA ENERGY	18,304	$2.332M	0.1%	$43.31	+25.8%	Common	816851109
BAX	BAXTER INTL INC	28,613	$2.296M	0.1%	$37.62	+88.8%	Common	071813109
CDNS	CADENCE DESIGN SYSTEMS INC	16,777	$2.289M	0.1%	$37.24	+215.0%	Common	127387108
—	TE CONNECTIVITY LTD	18,799	$2.276M	0.1%	$58.40	—	Common	H84989104
CMG	CHIPOTLE MEXICAN GRILL INC	1,626	$2.255M	0.1%	$18.51	+41.7%	Common	169656105
SNPS	SYNOPSYS INC	8,615	$2.233M	0.1%	$75.50	+205.5%	Common	871607107
KLAC	KLA CORPORATION	8,596	$2.226M	0.1%	$159.15	+38.5%	Common	482480100
MNST	MONSTER BEVERAGE CORP	23,933	$2.213M	0.1%	$24.16	+73.9%	Common	61174X109
XEL	XCEL ENERGY INC	33,179	$2.212M	0.1%	$30.29	+95.1%	Common	98389B100
A	AGILENT TECHNOLOGIES INC	18,554	$2.198M	0.1%	$48.56	+120.2%	Common	00846U101
APH	AMPHENOL CORP - CL A	16,803	$2.197M	0.1%	$21.17	+38.4%	Common	032095101
JCI	JOHNSON CONTROLS INTERNATIONAL	47,011	$2.19M	0.1%	$27.96	+43.7%	Common	G51502105
TT	TRANE TECHNOLOGIES PLC	14,951	$2.17M	0.1%	$93.73	+37.9%	Common	G8994E103
MSCI	MSCI INC	4,821	$2.153M	0.1%	$133.07	+179.9%	Common	55354G100
GIS	GENERAL MILLS INC	36,591	$2.152M	0.1%	$37.05	+37.3%	Common	370334104
SYY	SYSCO CORP	28,800	$2.139M	0.1%	$34.12	+75.9%	Common	871829107
—	XILINX INC	15,005	$2.127M	0.1%	$43.69	—	Common	983919101
HPQ	HP INC	85,290	$2.097M	0.1%	$9.47	+85.9%	Common	40434L105
MET	METLIFE INC	44,326	$2.081M	0.1%	$29.39	+25.9%	Common	59156R108
VRSK	VERISK ANALYTICS INC	9,958	$2.067M	0.1%	$78.28	+140.3%	Common	92345Y106
EBAY	EBAY INC	41,103	$2.065M	0.1%	$38.43	+21.5%	Common	278642103
TRV	TRAVELERS COMPANIES INC (THE)	14,602	$2.05M	0.1%	$101.70	+13.7%	Common	89417E109
—	APTIV PLC	15,670	$2.042M	0.1%	$84.59	—	Common	G6095L109
IQV	IQVIA HOLDINGS INC	11,372	$2.038M	0.1%	$114.75	+46.8%	Common	46266C105
DXCM	DEXCOM INC	5,507	$2.036M	0.1%	$89.45	-0.2%	Common	252131107
CMI	CUMMINS INC	8,953	$2.033M	0.1%	$198.26	0.0%	Common	231021106
ALL	ALLSTATE CORP	18,458	$2.029M	0.1%	$75.73	+14.4%	Common	020002101
TROW	T ROWE PRICE GROUP INC	13,245	$2.005M	0.1%	$95.54	+19.7%	Common	74144T108
PH	PARKER HANNIFIN CORP	7,351	$2.002M	0.1%	$120.67	+91.7%	Common	701094104
ZBH	ZIMMER BIOMET HOLDINGS INC	12,993	$2.002M	0.1%	$97.38	+39.0%	Common	98956P102
—	IHS MARKIT LTD	22,227	$1.997M	0.1%	$48.06	—	Common	G47567105
—	ANSYS INC	5,456	$1.985M	0.1%	$140.93	—	Common	03662Q105
GD	GENERAL DYNAMICS CORP	13,208	$1.966M	0.1%	$128.56	+1.6%	Common	369550108
PSA	PUBLIC STORAGE	8,472	$1.956M	0.1%	$151.61	+21.1%	Common	74460D109
SBAC	SBA COMMUNICATIONS CORP REIT	6,930	$1.955M	0.1%	$164.75	+66.0%	Common	78410G104
RMD	RESMED INC	9,161	$1.947M	0.1%	$103.26	+84.9%	Common	761152107
—	ALEXION PHARMACEUTICALS INC	12,452	$1.946M	0.1%	$93.86	—	Common	015351109
ORLY	O'REILLY AUTOMOTIVE INC	4,222	$1.911M	0.1%	$22.28	+35.5%	Common	67103H107
MCHP	MICROCHIP TECHNOLOGY INC	13,633	$1.883M	0.1%	$40.59	+38.5%	Common	595017104
YUM	YUM! BRANDS INC	17,251	$1.873M	0.1%	$76.84	+20.7%	Common	988498101
AIG	AMERICAN INTERNATIONAL GROUP	49,309	$1.867M	0.1%	$25.87	+20.8%	Common	026874784
LUV	SOUTHWEST AIRLINES CO	39,952	$1.862M	0.1%	$40.31	0.0%	Common	844741108
CTAS	CINTAS CORP	5,253	$1.857M	0.1%	$61.76	+33.8%	Common	172908105
AFL	AFLAC INC	41,601	$1.85M	0.1%	$29.37	+23.7%	Common	001055102
ES	EVERSOURCE ENERGY COM	21,276	$1.841M	0.1%	$47.80	+52.9%	Common	30040W108
PSX	PHILLIPS 66	26,176	$1.831M	0.1%	$47.97	0.0%	Common	718546104
CARR	CARRIER GLOBAL CORP	48,294	$1.822M	0.1%	$26.37	+28.2%	Common	14448C104
PCAR	PACCAR INC	21,106	$1.821M	0.1%	$48.35	0.0%	Common	693718108
CTVA	CORTEVA INC	46,865	$1.815M	0.1%	$26.48	+27.5%	Common	22052L104
MSI	MOTOROLA SOLUTIONS INC	10,662	$1.813M	0.1%	$157.30	0.0%	Common	620076307
AZO	AUTOZONE INC	1,520	$1.802M	0.1%	$654.34	+77.0%	Common	053332102
VFC	V F CORP	20,900	$1.785M	0.1%	$58.24	+37.2%	Common	918204108
PRU	PRUDENTIAL FINANCIAL INC	22,850	$1.784M	0.1%	$44.25	+27.3%	Common	744320102
WEC	WEC ENERGY GROUP INC	19,384	$1.784M	0.1%	$42.53	+93.0%	Common	92939U106
ROK	ROCKWELL AUTOMATION INC	7,071	$1.773M	0.1%	$132.06	+69.6%	Common	773903109
FAST	FASTENAL CO	36,158	$1.766M	0.1%	$11.68	+77.5%	Common	311900104
MTD	METTLER-TOLEDO INTERNATIONAL I	1,539	$1.754M	0.1%	$753.71	+45.5%	Common	592688105
OTIS	OTIS WORLDWIDE CORP	25,942	$1.752M	0.1%	$56.47	+6.4%	Common	68902V107
—	FALCON MINERALS CORP	553,365	$1.743M	0.1%	$5.05	—	Common	30607B109
PPG	PPG INDUSTRIES INC	11,959	$1.725M	0.1%	$83.97	+50.0%	Common	693506107
PEG	PUBLIC SERVICE ENTERPRISE GP	28,766	$1.677M	0.1%	$26.13	+87.2%	Common	744573106
SWKS	SKYWORKS SOLUTIONS INC	10,850	$1.659M	0.1%	$73.95	+73.6%	Common	83088M102
AME	AMETEK INC	13,629	$1.648M	0.1%	$48.40	+125.0%	Common	031100100
DAL	DELTA AIR LINES INC	40,584	$1.632M	0.1%	$35.38	0.0%	Common	247361702
GLW	CORNING INC	45,346	$1.632M	0.1%	$14.17	+117.9%	Common	219350105
MCK	MCKESSON CORP	9,301	$1.618M	0.1%	$140.83	+14.6%	Common	58155Q103
BALL	BALL CORP	17,311	$1.613M	0.1%	$34.76	+149.7%	Common	058498106
SPG	SIMON PROPERTY GROUP INC	18,908	$1.612M	0.1%	$46.91	+22.9%	Common	828806109
PAYX	PAYCHEX INC	17,294	$1.611M	0.1%	$64.54	+19.2%	Common	704326107
CLX	CLOROX COMPANY	7,859	$1.587M	0.1%	$114.10	+54.6%	Common	189054109
ADM	ARCHER DANIELS MIDLAND CO	31,375	$1.582M	0.1%	$35.48	+20.7%	Common	039483102
AWK	AMERICAN WATER WORKS CO INC	10,236	$1.571M	0.1%	$66.38	+109.9%	Common	030420103
TTWO	TAKE-TWO INTERACTIVE SOFTWARE	7,558	$1.57M	0.1%	$114.76	+52.4%	Common	874054109
KEYS	KEYSIGHT TECHNOLOGIES INC	11,728	$1.549M	0.1%	$64.01	+79.9%	Common	49338L103
CPRT	COPART INC	11,989	$1.526M	0.1%	$13.54	+115.1%	Common	217204106
VTRS	VIATRIS INC	81,306	$1.524M	0.1%	$13.33	0.0%	Common	92556V106
EIX	EDISON INTERNATIONAL	23,868	$1.499M	0.1%	$46.90	+2.0%	Common	281020107
—	MAXIM INTEGRATED PRODUCTS INC	16,812	$1.49M	0.1%	$50.86	—	Common	57772K101
MKC	MCCORMICK & CO	15,510	$1.483M	0.1%	$67.85	+25.0%	Common	579780206
WMB	WILLIAMS COS INC	73,795	$1.48M	0.1%	$13.80	+13.3%	Common	969457100
—	CERNER CORP	18,693	$1.467M	0.1%	$65.67	—	Common	156782104
ED	CONSOLIDATED EDISON INC	20,268	$1.465M	0.1%	$54.76	+18.0%	Common	209115104
BBY	BEST BUY CO INC	14,588	$1.456M	0.1%	$62.44	+44.0%	Common	086516101
—	FLEETCOR TECHNOLOGIES INC	5,296	$1.445M	0.1%	$210.71	—	Common	339041105
DLTR	DOLLAR TREE INC	13,345	$1.442M	0.1%	$94.20	+6.6%	Common	256746108
HSY	HERSHEY CO/THE	9,375	$1.428M	0.1%	$94.12	+39.2%	Common	427866108
PAYC	PAYCOM SOFTWARE INC	3,134	$1.417M	0.1%	$268.65	+45.4%	Common	70432V102
VRSN	VERISIGN INC	6,526	$1.412M	0.1%	$129.44	+56.7%	Common	92343E102
FRCB	FIRST REPUBLIC BANK/CA	9,559	$1.405M	0.1%	$95.86	+33.9%	Common	33616C100
AMP	AMERIPRISE FINANCIAL INC	7,210	$1.401M	0.1%	$99.02	+67.0%	Common	03076C106
PPL	PPL CORPORATION	49,312	$1.391M	0.1%	$21.68	+6.8%	Common	69351T106
EFX	EQUIFAX INC	6,978	$1.346M	0.1%	$79.71	+103.2%	Common	294429105
DTE	DTE ENERGY COMPANY	10,870	$1.32M	0.1%	$63.75	+39.2%	Common	233331107
AVB	AVALONBAY COMMUNITIES INC	8,208	$1.317M	0.1%	$133.06	0.0%	Common	053484101
AJG	ARTHUR J GALLAGHER & CO	10,494	$1.298M	0.1%	$39.65	+171.6%	Common	363576109
FTNT	FORTINET INC	8,738	$1.298M	0.1%	$15.52	+62.9%	Common	34959E109
RSG	REPUBLIC SERVICES INC	13,409	$1.291M	0.1%	$59.86	+48.3%	Common	760759100
ZBRA	ZEBRA TECHNOLOGIES CORP	3,335	$1.282M	0.1%	$231.89	+45.1%	Common	989207105
—	KANSAS CITY SOUTHERN	6,274	$1.281M	0.1%	$104.38	—	Common	485170302
CHD	CHURCH & DWIGHT CO INC	14,648	$1.278M	0.1%	$60.61	+37.5%	Common	171340102
ETSY	ETSY INC	7,145	$1.271M	0.1%	$117.07	+28.5%	Common	29786A106
—	VIACOMCBS INC - CLASS B	33,640	$1.253M	0.1%	$37.25	—	Common	92556H206
—	LABORATORY CRP OF AMER HLDGS	6,144	$1.251M	0.1%	$138.22	—	Common	50540R409
ARE	ALEXANDRIA REAL ESTATE EQUITIE REIT	7,003	$1.248M	0.1%	$122.01	+9.6%	Common	015271109
KHC	KRAFT HEINZ CO/THE	35,867	$1.243M	0.1%	$23.55	+8.5%	Common	500754106
MKTX	MARKETAXESS HOLDINGS INC	2,136	$1.219M	0.1%	$289.77	+77.1%	Common	57060D108
QRVO	QORVO INC	7,285	$1.211M	0.1%	$79.50	+85.1%	Common	74736K101
EQR	EQUITY RESIDENTIAL	20,326	$1.205M	0.1%	$46.26	0.0%	Common	29476L107
—	SVB FINANCIAL GROUP	3,092	$1.199M	0.1%	$239.89	—	Common	78486Q101
VMC	VULCAN MATERIALS CO	8,076	$1.198M	0.1%	$136.81	0.0%	Common	929160109
HOLX	HOLOGIC INC	16,404	$1.195M	0.1%	$35.09	+101.2%	Common	436440101
FTV	FORTIVE CORP	16,794	$1.189M	0.1%	$33.35	+50.9%	Common	34959J108
ODFL	OLD DOMINION FREIGHT LINE INC	5,916	$1.155M	0.1%	$72.16	+34.6%	Common	679580100
ETR	ENTERGY CORP	11,482	$1.146M	0.1%	$27.38	+59.2%	Common	29364G103
TFX	TELEFLEX INC	2,780	$1.144M	0.1%	$298.47	+19.6%	Common	879369106
LVS	LAS VEGAS SANDS CORP	18,939	$1.129M	0.1%	$44.86	+13.5%	Common	517834107
CBRE	CBRE GROUP INC - A	17,984	$1.128M	0.1%	$36.85	+53.3%	Common	12504L109
GWW	GRAINGER WW INC	2,761	$1.127M	0.1%	$272.53	+36.3%	Common	384802104
TSN	TYSON FOODS INC - CL A	17,470	$1.126M	0.1%	$37.49	+42.0%	Common	902494103
NTRS	NORTHERN TRUST CORP	12,059	$1.123M	0.1%	$46.15	+63.2%	Common	665859104
MLM	MARTIN MARIETTA MATERIALS INC	3,890	$1.105M	0.1%	$257.79	0.0%	Common	573284106
TER	TERADYNE INC	9,199	$1.103M	0.1%	$82.97	+20.6%	Common	880770102
AEE	AMEREN CORP	14,070	$1.098M	0.1%	$30.15	+128.4%	Common	023608102
—	CATALENT INC	10,464	$1.089M	0.1%	$85.63	—	Common	148806102
WAT	WATERS CORP	4,379	$1.083M	0.1%	$132.14	+71.5%	Common	941848103
OKE	ONEOK INC	28,139	$1.08M	0.1%	$24.90	0.0%	Common	682680103
BR	BROADRIDGE FINANCIAL SOLUTIONS	7,005	$1.073M	0.1%	$105.31	+26.3%	Common	11133T103
AKAM	AKAMAI TECHNOLOGIES INC	10,080	$1.058M	0.1%	$53.03	+97.4%	Common	00971T101
TYL	TYLER TECHNOLOGIES INC	2,408	$1.051M	0.1%	$335.55	+23.0%	Common	902252105
CDW	CDW CORP/DE	7,908	$1.042M	0.1%	$107.20	+14.8%	Common	12514G108
HAL	HALLIBURTON CO	55,010	$1.04M	0.1%	$9.78	+44.9%	Common	406216101
—	COOPER COMPANIES INC	2,858	$1.038M	0.1%	$190.53	—	Common	216648402
GRMN	GARMIN LTD	8,678	$1.038M	0.1%	$72.38	+36.8%	Common	H2906T109
FE	FIRST ENERGY CORP	33,326	$1.02M	0.1%	$26.66	-9.1%	Common	337932107
CAG	CONAGRA FOODS INC	28,077	$1.018M	0.1%	$20.80	+38.9%	Common	205887102
DGX	QUEST DIAGNOSTICS INC	8,464	$1.009M	0.1%	$88.01	+25.5%	Common	74834L100
—	ARISTA NETWORKS INC	3,452	$1.003M	0.1%	$208.22	—	Common	040413106
HIG	HARTFORD FINANCIAL SVCS GROUP	20,487	$1.003M	0.1%	$33.68	+15.0%	Common	416515104
EXPD	EXPEDITORS INTL WASH INC	10,530	$1.002M	0.1%	$44.69	+91.8%	Common	302130109
TSCO	TRACTOR SUPPLY COMPANY	7,092	$997K	0.1%	$14.93	+72.5%	Common	892356106
STE	STERIS PLC	5,221	$990K	0.0%	$139.93	+27.5%	Common	G8473T100
NTAP	NETAPP INC	14,848	$984K	0.0%	$57.19	-18.6%	Common	64110D104
CMS	CMS ENERGY CORP	16,075	$981K	0.0%	$48.86	+9.5%	Common	125896100
ULTA	ULTA SALON COSMETICS & FRAGRAN	3,406	$978K	0.0%	$217.71	+16.2%	Common	90384S303
AES	AES CORP	41,016	$964K	0.0%	$10.71	+61.0%	Common	00130H105
—	VARIAN MEDICAL SYSTEMS INC	5,482	$959K	0.0%	$77.41	—	Common	92220P105
IEX	IDEX CORP	4,810	$958K	0.0%	$151.96	+17.6%	Common	45167R104
DPZ	DOMINO'S PIZZA INC	2,478	$950K	0.0%	$343.88	+7.1%	Common	25754A201
CVS	CVS HEALTH CORP	13,762	$940K	0.0%	$49.68	+11.2%	Common	126650100
—	KELLOGG CO	15,064	$937K	0.0%	$41.45	+20.7%	Common	487836108
LDOS	LEIDOS HOLDINGS INC	8,864	$932K	0.0%	$79.35	+12.9%	Common	525327102
WDC	WESTERN DIGITAL CORP	16,781	$929K	0.0%	$34.41	-3.9%	Common	958102105
—	HESS CORP	17,498	$924K	0.0%	$52.81	—	Common	42809H107
GPC	GENUINE PARTS CO	9,171	$921K	0.0%	$64.88	+30.7%	Common	372460105
NDAQ	NASDAQ INC	6,837	$908K	0.0%	$13.84	+185.0%	Common	631103108
INCY	INCYTE CORP	10,391	$904K	0.0%	$93.25	-7.2%	Common	45337C102
—	AMCOR PLC	76,805	$904K	0.0%	$8.49	+8.8%	Common	G0250X107
RVTY	PERKINELMER INC	6,272	$900K	0.0%	$36.89	+256.6%	Common	714046109
—	CITRIX SYSTEMS INC	6,911	$899K	0.0%	$123.03	—	Common	177376100
CAH	CARDINAL HEALTH INC	16,726	$896K	0.0%	$43.19	+5.5%	Common	14149Y108
—	JACOBS ENGINEERING GROUP INC	8,196	$893K	0.0%	$78.40	—	Common	469814107
ESS	ESSEX PROPERTY TRUST INC	3,756	$892K	0.0%	$195.53	-1.9%	Common	297178105
NVR	NVR INC	218	$889K	0.0%	$4157.18	0.0%	Common	62944T105
MAA	MID-AMERICA APARTMENT COMMUNIT REIT	6,991	$886K	0.0%	$103.61	0.0%	Common	59522J103
DRI	DARDEN RESTAURANTS INC	7,429	$885K	0.0%	$91.43	0.0%	Common	237194105
EXPE	EXPEDIA GROUP INC	6,646	$880K	0.0%	$72.14	+55.0%	Common	30212P303
HPE	HEWLETT PACKARD ENTERPRISE CO	74,173	$879K	0.0%	$7.92	+13.5%	Common	42824C109
POOL	POOL CORP	2,356	$878K	0.0%	$328.73	0.0%	Common	73278L105
IR	INGERSOLL RAND INC	19,180	$874K	0.0%	$30.50	+35.0%	Common	45687V106
BKR	BAKER HUGHES A GE CO	41,671	$869K	0.0%	$12.51	+23.1%	Common	05722G100
IT	GARTNER INC	5,423	$869K	0.0%	$106.93	+34.7%	Common	366651107
TDY	TELEDYNE TECHNOLOGIES INC	2,177	$853K	0.0%	$328.71	+9.1%	Common	879360105
RCL	ROYAL CARIBBEAN CRUISES LTD	11,330	$846K	0.0%	$63.21	+8.4%	Common	V7780T103
—	ABIOMED INC	2,588	$839K	0.0%	$297.40	—	Common	003654100
EXR	EXTRA SPACE STORAGE INC REIT	7,156	$829K	0.0%	$74.95	+24.7%	Common	30225T102
COR	AMERISOURCEBERGEN CORPORATION	8,397	$821K	0.0%	$74.64	+19.7%	Common	03073E105
—	DUKE REALTY CORP REIT	20,481	$819K	0.0%	$35.40	—	Common	264411505
OMC	OMNICOM GROUP	12,991	$810K	0.0%	$44.01	+8.1%	Common	681919106
UAL	UNITED AIRLINES HOLDINGS, INC	18,670	$807K	0.0%	$40.45	0.0%	Common	910047109
—	SEAGATE TECHNOLOGY PLC	12,930	$804K	0.0%	$48.52	—	Common	G7945M107
BF/B	BROWN-FORMAN CORP - CLASS B	10,091	$802K	0.0%	$35.61	+96.5%	Common	115637209
MPC	MARATHON PETROLEUM CORP	19,129	$791K	0.0%	$43.01	-27.2%	Common	56585A102
FMC	FMC CORP	6,866	$789K	0.0%	$36.57	+159.2%	Common	302491303
SJM	JM SMUCKER CO/THE	6,788	$785K	0.0%	$86.97	+12.9%	Common	832696405
HRL	HORMEL FOODS CORP	16,753	$781K	0.0%	$38.66	+8.8%	Common	440452100
KMX	CARMAX INC	8,255	$780K	0.0%	$62.22	+50.7%	Common	143130102
BIO	BIO-RAD LABORATORIES INC	1,332	$776K	0.0%	$441.30	+29.1%	Common	090572207
—	TIFFANY & CO	5,889	$774K	0.0%	$121.92	—	Common	886547108
CHRW	C H ROBINSON WORLDWIDE INC	8,237	$773K	0.0%	$66.06	+27.7%	Common	12541W209
CINF	CINCINNATI FINANCIAL CORP	8,762	$766K	0.0%	$38.36	+82.8%	Common	172062101
EVRG	EVERGY INC	13,474	$748K	0.0%	$40.44	+10.5%	Common	30034W106
WAB	WABTEC CORP/DE	10,216	$748K	0.0%	$66.30	+0.2%	Common	929740108
HAS	HASBRO INC	7,889	$738K	0.0%	$52.77	+37.6%	Common	418056107
CNP	CENTERPOINT ENERGY INC	34,043	$737K	0.0%	$17.07	+13.8%	Common	15189T107
PFG	PRINCIPAL FINANCIAL GROUP	14,682	$728K	0.0%	$29.50	+28.7%	Common	74251V102
JKHY	HENRY (JACK) & ASSOCIATES INC	4,476	$725K	0.0%	$130.40	+14.3%	Common	426281101
JBHT	HUNT (JB) TRANSPORT SVCS INC	5,253	$718K	0.0%	$102.34	+23.6%	Common	445658107
CCL	CARNIVAL CORP	33,081	$717K	0.0%	$16.95	+4.9%	Common	143658300
RJF	RAYMOND JAMES FINANCIAL INC	7,297	$698K	0.0%	$45.01	+18.0%	Common	754730109
XRAY	DENTSPLY SIRONA INC	13,205	$691K	0.0%	$45.75	+7.8%	Common	24906P109
UHS	UNIVERSAL HEALTH SVCS CLASS B	4,988	$686K	0.0%	$104.18	+16.3%	Common	913903100
LW	LAMB WESTON HOLDINGS INC	8,564	$674K	0.0%	$58.69	+14.1%	Common	513272104
FBIN	FORTUNE BRANDS HOME & SECURITY	7,861	$674K	0.0%	$42.50	+58.6%	Common	34964C106
FFIV	F5 NETWORKS INC	3,808	$670K	0.0%	$159.24	-4.7%	Common	315616102
LKQ	LKQ CORPORATION	18,915	$667K	0.0%	$24.56	+25.0%	Common	501889208
AVY	AVERY DENNISON CORP	4,301	$667K	0.0%	$107.75	+23.2%	Common	053611109
LNT	ALLIANT ENERGY CORP	12,808	$660K	0.0%	$29.19	+56.2%	Common	018802108
AAP	ADVANCE AUTO PARTS INC	4,169	$657K	0.0%	$120.34	+13.7%	Common	00751Y106
IFF	INTL FLAVORS & FRAGRANCES INC	5,959	$649K	0.0%	$97.53	0.0%	Common	459506101
ATO	ATMOS ENERGY CORP	6,665	$636K	0.0%	$82.49	+2.7%	Common	049560105
PWR	QUANTA SERVICES INC	8,796	$633K	0.0%	$23.94	+172.8%	Common	74762E102
FOXA	FOX CORP CL A	21,284	$620K	0.0%	$35.41	-26.1%	Common	35137L105
LYV	LIVE NATION INC	8,420	$619K	0.0%	$63.12	0.0%	Common	538034109
L	LOEWS CORP	13,723	$618K	0.0%	$45.99	-14.3%	Common	540424108
WU	WESTERN UNION CO	27,120	$595K	0.0%	$20.80	—	Common	959802109
LNC	LINCOLN NATIONAL CORP	11,652	$586K	0.0%	$26.63	+23.6%	Common	534187109
CBOE	CBOE HOLDINGS INC	6,260	$583K	0.0%	$95.60	-14.4%	Common	12503M108
ALLE	ALLEGION PLC	4,923	$573K	0.0%	$84.29	+20.6%	Common	G0176J109
SNA	SNAP-ON INC	3,292	$563K	0.0%	$124.36	+17.7%	Common	833034101
WRB	BERKLEY (WR) CORPORATION	8,218	$546K	0.0%	$26.83	-4.8%	Common	084423102
DVA	DAVITA HEALTHCARE PARTNERS INC	4,645	$545K	0.0%	$59.52	+71.1%	Common	23918K108
EG	EVEREST RE GROUP LTD	2,309	$541K	0.0%	$225.16	-11.3%	Common	G3223R108
—	CENTURYLINK INC	55,422	$540K	0.0%	$9.99	—	Common	156700106
GL	GLOBE LIFE INC	5,617	$533K	0.0%	$77.27	+10.5%	Common	37959E102
PNR	PENTAIR PLC	9,811	$521K	0.0%	$34.59	+38.7%	Common	G7S00T104
TPR	TAPESTRY INC	16,489	$512K	0.0%	$22.37	0.0%	Common	876030107
CPB	CAMPBELL SOUP CO	10,562	$511K	0.0%	$35.04	+16.1%	Common	134429109
—	DISCOVERY COMMUNICATIONS -C	19,522	$511K	0.0%	$26.18	—	Common	25470F302
ROL	ROLLINS INC	13,070	$511K	0.0%	$27.56	+31.9%	Common	775711104
NRG	NRG ENERGY INC	13,540	$508K	0.0%	$27.85	+1.8%	Common	629377508
PNW	PINNACLE WEST CAPITAL CORP	6,355	$508K	0.0%	$42.44	+55.1%	Common	723484101
IPGP	IPG PHOTONICS CORP	2,231	$499K	0.0%	$147.04	+36.2%	Common	44980X109
AAL	AMERICAN AIRLINES GROUP INC	31,418	$495K	0.0%	$13.86	0.0%	Common	02376R102
AIZ	ASSURANT INC	3,605	$491K	0.0%	$90.47	+30.8%	Common	04621X108
MHK	MOHAWK INDUSTRIES INC	3,459	$488K	0.0%	$87.97	+37.0%	Common	608190104
WYNN	WYNN RESORTS LTD	4,295	$485K	0.0%	$77.91	+15.1%	Common	983134107
HSIC	SCHEIN (HENRY) INC	7,222	$483K	0.0%	$64.14	+0.6%	Common	806407102
AOS	SMITH (A O) CORP	8,591	$471K	0.0%	$39.01	+28.9%	Common	831865209
TAP	MOLSON COORS BEVERAGE CO	10,367	$468K	0.0%	$31.40	+14.2%	Common	60871R209
—	INTERPUBLIC GROUP OF COS INC	19,624	$462K	0.0%	$13.08	+32.2%	Common	460690100
—	JUNIPER NETWORKS INC	20,487	$461K	0.0%	$23.35	—	Common	48203R104
MOS	MOSAIC CO/THE	20,036	$461K	0.0%	$14.60	+24.0%	Common	61945C103
BEN	FRANKLIN RESOURCES INC	18,215	$455K	0.0%	$15.49	+12.0%	Common	354613101
NI	NISOURCE INC	19,511	$448K	0.0%	$19.95	-1.4%	Common	65473P105
DXC	DXC TECHNOLOGY	17,177	$442K	0.0%	$31.35	-31.9%	Common	23355L106
BWA	BORGWARNER INC	11,009	$425K	0.0%	$24.21	+29.9%	Common	099724106
NCLH	NORWEGIAN CRUISE LINE HOLDINGS	16,651	$423K	0.0%	$17.45	+19.6%	Common	G66721104
CTRA	CABOT OIL & GAS CORP	25,423	$414K	0.0%	$13.53	0.0%	Common	127097103
ALK	ALASKA AIR GROUP INC	7,769	$404K	0.0%	$44.98	0.0%	Common	011659109
NWSA	NEWS CORP	21,704	$390K	0.0%	$13.28	+16.1%	Common	65249B109
ENPH	ENPHASE ENERGY INC	2,223	$390K	0.0%	$126.83	0.0%	Common	29355A107
IVZ	INVESCO LTD	21,452	$374K	0.0%	$7.05	+76.4%	Common	G491BT108
—	FLIR SYSTEMS INC	7,973	$349K	0.0%	$43.77	—	Common	302445101
PRGO	PERRIGO CO PLC	7,195	$322K	0.0%	$46.80	-1.0%	Common	G97822103
RL	RALPH LAUREN CORP	2,948	$306K	0.0%	$66.45	+14.1%	Common	751212101
—	PEOPLE'S UNITED FINANCIAL INC	23,606	$305K	0.0%	$11.57	—	Common	712704105
—	DISCOVERY COMMUNICATIONS -A	8,729	$263K	0.0%	$30.13	—	Common	25470F104
PVH	PVH CORP	2,764	$260K	0.0%	$75.74	-0.2%	Common	693656100
FOX	FOX CORP CL B	8,303	$240K	0.0%	$34.51	-25.2%	Common	35137L204
NWL	NEWELL BRANDS INC	11,109	$236K	0.0%	$10.96	+42.0%	Common	651229106
VNT	VONTIER CORP	6,717	$224K	0.0%	$31.19	0.0%	Common	928881101
—	HANESBRANDS INC	14,387	$210K	0.0%	$7.88	—	Common	410345102
FTI	TECHNIPFMC PLC	21,670	$204K	0.0%	$10.56	-45.4%	Common	G87110105
LEG	LEGGETT & PLATT INC	4,358	$193K	0.0%	$41.62	+3.1%	Common	524660107
FLS	FLOWSERVE CORP	5,045	$186K	0.0%	$44.44	-34.0%	Common	34354P105
GEN	NORTONLIFE LOCK INC	7,582	$158K	0.0%	$16.83	+7.7%	Common	668771108