Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	4,739,371	$900M	3.5%	$29.15	+38.7%	COM	037833100
MSFT	MICROSOFT CORP	6,866,507	$810M	3.1%	$52.42	+95.1%	COM	594918104
SPY	SPDR S&P 500 ETF TR	2,795,537	$790M	3.0%	$231.50	—	TR UNIT	78462F103
AMZN	AMAZON COM INC	395,541	$704M	2.7%	$40.22	+106.9%	COM	023135106
VOO	VANGUARD INDEX FDS	2,402,380	$624M	2.4%	$232.32	—	S&P 500 ETF SHS	922908363
IVV	ISHARES TR	2,130,067	$606M	2.3%	$254.75	—	S&P 100 ETF	464287200
META	FACEBOOK INC	2,262,766	$377M	1.5%	$113.56	+39.1%	CL A	30303M102
GOOG	ALPHABET INC	297,654	$349M	1.3%	$37.87	+47.1%	CAP STK CL C	02079K107
JNJ	JOHNSON & JOHNSON	2,461,912	$344M	1.3%	$86.53	+27.5%	COM	478160104
GOOGL	ALPHABET INC	282,454	$332M	1.3%	$38.88	+44.1%	CAP STK CL C	02079K305
JPM	JPMORGAN CHASE & CO	3,206,435	$325M	1.2%	$55.55	+53.6%	COM	46625H100
XOM	EXXON MOBIL CORP	3,941,713	$318M	1.2%	$57.06	-2.8%	COM	30231G102
V	VISA INC	1,715,999	$268M	1.0%	$76.70	+79.1%	COM CL A	92826C839
BAC	BANK AMER CORP	9,144,900	$252M	1.0%	$15.54	+53.7%	COM	060505104
CSCO	CISCO SYS INC	4,640,772	$251M	1.0%	$22.67	+74.3%	COM	17275R102
VZ	VERIZON COMMUNICATIONS INC	4,146,185	$245M	0.9%	$30.31	+28.5%	COM	92343V104
INTC	INTEL CORP	4,545,100	$244M	0.9%	$29.09	+50.7%	COM	458140100
PG	PROCTER AND GAMBLE CO	2,341,438	$244M	0.9%	$64.12	+28.0%	COM	742718109
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,203,368	$242M	0.9%	$157.05	+28.5%	CL A	084670702
PFE	PFIZER INC	5,543,113	$235M	0.9%	$21.00	+39.2%	COM	717081103
T	AT&T INC	7,168,295	$225M	0.9%	$13.80	+2.6%	COM	00206R102
CVX	CHEVRON CORP NEW	1,807,259	$223M	0.9%	$73.66	+18.7%	COM	166764100
UNH	UNITEDHEALTH GROUP INC	896,898	$222M	0.9%	$122.23	+86.2%	COM	91324P102
HD	HOME DEPOT INC	1,145,192	$220M	0.8%	$97.99	+57.9%	COM	437076102
MA	MASTERCARD INC	914,366	$215M	0.8%	$100.85	+105.5%	CL A	57636Q104
WFC	WELLS FARGO CO NEW	4,394,019	$212M	0.8%	$39.61	+2.9%	COM	949746101
DIS	DISNEY WALT CO	1,900,323	$211M	0.8%	$95.55	+12.9%	COM DISNEY	254687106
MRK	MERCK & CO INC	2,518,051	$209M	0.8%	$42.58	+41.6%	COM	58933Y105
BA	BOEING CO	540,750	$206M	0.8%	$162.90	+130.3%	COM	097023105
CMCSA	COMCAST CORP NEW	4,635,148	$185M	0.7%	$27.71	+13.8%	CL A	20030N101
KO	COCA COLA CO	3,780,528	$177M	0.7%	$31.62	+19.5%	COM	191216100
ORCL	ORACLE CORP	3,039,657	$163M	0.6%	$36.89	+24.9%	COM	68389X105
PEP	PEPSICO INC	1,329,379	$163M	0.6%	$75.17	+23.0%	COM	713448108
NFLX	NETFLIX INC	431,006	$154M	0.6%	$14.40	+140.8%	COM	64110L106
C	CITIGROUP INC	2,460,352	$153M	0.6%	$40.55	+20.3%	COM NEW	172967424
MCD	MCDONALDS CORP	801,976	$152M	0.6%	$92.53	+67.1%	COM	580135101
WMT	WALMART INC	1,405,527	$137M	0.5%	$21.48	+36.1%	COM	931142103
ABT	ABBOTT LABS	1,679,818	$134M	0.5%	$41.39	+59.7%	COM	002824100
UNP	UNION PACIFIC CORP	787,498	$132M	0.5%	$87.43	+58.0%	COM	907818108
ADBE	ADOBE INC	490,480	$131M	0.5%	$115.09	+119.1%	COM	00724F101
PM	PHILIP MORRIS INTL INC	1,471,962	$130M	0.5%	$55.82	+0.5%	COM	718172109
LLY	LILLY ELI & CO	990,945	$129M	0.5%	$66.44	+67.0%	COM	532457108
IBM	INTERNATIONAL BUSINESS MACHS	909,693	$128M	0.5%	$102.79	-7.9%	COM	459200101
AMGN	AMGEN INC	657,562	$125M	0.5%	$123.77	+25.0%	COM	031162100
—	DOWDUPONT INC	2,325,422	$124M	0.5%	$66.99	—	COM	26078J100
AVGO	BROADCOM INC	409,188	$123M	0.5%	$19.81	+13.5%	COM	11135F101
MMM	3M CO	580,189	$121M	0.5%	$103.62	+26.5%	COM	88579Y101
EWP	ISHARES INC	4,184,405	$120M	0.5%	$30.13	—	MSCI AUST ETF	464286764
ABBV	ABBVIE INC	1,477,805	$119M	0.5%	$43.59	+40.0%	COM	00287Y109
PYPL	PAYPAL HLDGS INC	1,131,052	$117M	0.5%	$46.30	+104.0%	COM	70450Y103
HON	HONEYWELL INTL INC	735,738	$117M	0.4%	$85.65	+41.5%	COM	438516106
NKE	NIKE INC	1,335,682	$112M	0.4%	$51.23	+47.1%	CL B	654106103
SBUX	STARBUCKS CORP	1,482,715	$110M	0.4%	$43.64	+35.8%	COM	855244109
CRM	SALESFORCE COM INC	681,137	$108M	0.4%	$80.59	+90.0%	COM	79466L302
TMO	THERMO FISHER SCIENTIFIC INC	392,704	$107M	0.4%	$148.47	+64.6%	COM	883556102
—	UNITED TECHNOLOGIES CORP	825,591	$106M	0.4%	$110.86	—	COM	913017109
MO	ALTRIA GROUP INC	1,836,245	$105M	0.4%	$28.72	+3.5%	COM	02209S103
TXN	TEXAS INSTRS INC	982,285	$104M	0.4%	$49.37	+72.9%	COM	882508104
COST	COSTCO WHSL CORP NEW	425,072	$103M	0.4%	$131.16	+51.2%	COM	22160K105
NVDA	NVIDIA CORP	564,363	$101M	0.4%	$1.73	+121.9%	COM	67066G104
LOW	LOWES COS INC	865,518	$94.75M	0.4%	$58.53	+50.5%	COM	548661107
NEE	NEXTERA ENERGY INC	472,724	$91.39M	0.4%	$24.00	+60.8%	COM	65339F101
AMT	AMERICAN TOWER CORP NEW	461,093	$90.86M	0.3%	$89.54	+63.1%	COM	03027X100
BKNG	BOOKING HLDGS INC	49,448	$86.28M	0.3%	$1926.42	-8.9%	COM	09857L108
QCOM	QUALCOMM INC	1,495,620	$85.3M	0.3%	$49.41	-7.4%	COM	747525103
—	GENERAL ELECTRIC CO	8,493,000	$84.84M	0.3%	$23.82	—	COM	369604103
CAT	CATERPILLAR INC DEL	624,346	$84.59M	0.3%	$82.54	+38.9%	COM	149123101
DHR	DANAHER CORPORATION	632,687	$83.53M	0.3%	$52.18	+90.5%	DEBT	235851102
GILD	GILEAD SCIENCES INC	1,282,928	$83.4M	0.3%	$63.00	-19.3%	COM	375558103
AXP	AMERICAN EXPRESS CO	746,448	$81.59M	0.3%	$69.03	+38.8%	COM	025816109
COP	CONOCOPHILLIPS	1,194,591	$79.73M	0.3%	$45.02	+17.7%	COM	20825C104
LMT	LOCKHEED MARTIN CORP	258,111	$77.47M	0.3%	$173.17	+40.7%	COM	539830109
UPS	UNITED PARCEL SERVICE INC	691,762	$77.3M	0.3%	$73.32	+10.4%	CL B	911312106
ADP	AUTOMATIC DATA PROCESSING IN	480,248	$76.72M	0.3%	$76.95	+63.0%	COM	053015103
BMY	BRISTOL MYERS SQUIBB CO	1,597,514	$76.22M	0.3%	$40.69	-5.9%	DBCV	110122108
USB	US BANCORP DEL	1,579,902	$76.14M	0.3%	$31.35	+20.0%	COM NEW	902973304
MDLZ	MONDELEZ INTL INC	1,494,953	$74.63M	0.3%	$32.30	+20.0%	CL A	609207105
TJX	TJX COS INC NEW	1,400,485	$74.52M	0.3%	$38.60	+17.8%	COM	872540109
ELV	ANTHEM INC	259,403	$74.44M	0.3%	$149.60	+76.3%	COM	036752103
—	CELGENE CORP	769,507	$72.59M	0.3%	$103.57	—	COM	151020104
GS	GOLDMAN SACHS GROUP INC	368,168	$70.69M	0.3%	$158.14	+3.8%	COM	38141G104
CVS	CVS HEALTH CORP	1,309,503	$70.62M	0.3%	$61.83	-20.0%	COM	126650100
INTU	INTUIT	263,488	$68.88M	0.3%	$104.82	+110.9%	COM	461202103
CSX	CSX CORP	916,352	$68.56M	0.3%	$11.45	+84.3%	COM	126408103
CI	CIGNA CORP NEW	423,604	$68.12M	0.3%	$189.93	-12.1%	COM	125523100
SYK	STRYKER CORP	343,576	$67.86M	0.3%	$100.22	+66.7%	COM	863667101
BDX	BECTON DICKINSON & CO	268,029	$66.94M	0.3%	$152.70	+39.3%	COM	075887109
ISRG	INTUITIVE SURGICAL INC	113,125	$64.55M	0.2%	$111.85	+58.9%	COM NEW	46120E602
DUK	DUKE ENERGY CORP NEW	708,663	$63.78M	0.2%	$52.32	+27.9%	COM NEW	26441C204
CHTR	CHARTER COMMUNICATIONS INC N	181,284	$62.89M	0.2%	$247.83	+32.9%	CL A	16119P108
SPG	SIMON PPTY GROUP INC NEW	342,484	$62.4M	0.2%	$108.14	+12.4%	COM	828806109
PNC	PNC FINL SVCS GROUP INC	491,737	$60.32M	0.2%	$73.85	+31.1%	COM	693475105
NSC	NORFOLK SOUTHERN CORP	322,336	$60.24M	0.2%	$91.15	+65.1%	COM	655844108
MS	MORGAN STANLEY	1,407,576	$59.4M	0.2%	$28.00	+21.5%	COM NEW	617446448
CL	COLGATE PALMOLIVE CO	849,562	$58.23M	0.2%	$54.12	+1.6%	COM	194162103
SLB	SCHLUMBERGER LTD	1,336,396	$58.23M	0.2%	$62.66	-43.0%	COM	806857108
CME	CME GROUP INC	348,096	$57.29M	0.2%	$73.65	+87.3%	COM CL A	12572Q105
BSX	BOSTON SCIENTIFIC CORP	1,478,692	$56.75M	0.2%	$20.61	+85.3%	COM	101137107
SPGI	S&P GLOBAL INC	269,148	$56.67M	0.2%	$115.29	+58.4%	COM	78409V104
—	WALGREENS BOOTS ALLIANCE INC	874,427	$55.33M	0.2%	$79.80	—	COM	931427108
CCI	CROWN CASTLE INTL CORP NEW	431,904	$55.28M	0.2%	$62.35	+40.1%	COM	22822V101
EXC	EXELON CORP	1,094,245	$54.85M	0.2%	$18.28	+46.3%	COM	30161N101
EOG	EOG RES INC	575,090	$54.74M	0.2%	$71.84	+0.1%	COM	26875P101
DE	DEERE & CO	341,937	$54.66M	0.2%	$91.18	+58.5%	COM	244199105
D	DOMINION ENERGY INC	709,325	$54.38M	0.2%	$47.86	+12.6%	COM	25746U109
MU	MICRON TECHNOLOGY INC	1,315,206	$54.36M	0.2%	$27.95	+34.9%	NOTE	595112103
SO	SOUTHERN CO	1,048,540	$54.19M	0.2%	$31.35	+19.3%	COM	842587107
—	RAYTHEON CO	296,087	$53.91M	0.2%	$131.53	—	COM NEW	755111507
GM	GENERAL MTRS CO	1,449,865	$53.79M	0.2%	$27.80	+25.3%	COM	37045V100
BK	BANK NEW YORK MELLON CORP	1,059,213	$53.42M	0.2%	$34.33	+23.3%	COM	064058100
SCHW	THE CHARLES SCHWAB CORPORATI	1,247,645	$53.35M	0.2%	$30.22	+35.5%	COM	808513105
—	BLACKROCK INC	124,317	$53.13M	0.2%	$367.77	—	COM	09247X101
OXY	OCCIDENTAL PETE CORP	798,969	$52.89M	0.2%	$59.00	-4.3%	COM	674599105
ZTS	ZOETIS INC	521,254	$52.48M	0.2%	$47.76	+79.9%	CL A	98978V103
ECL	ECOLAB INC	294,091	$51.92M	0.2%	$109.71	+37.6%	COM	278865100
VRTX	VERTEX PHARMACEUTICALS INC	281,289	$51.74M	0.2%	$118.07	+56.4%	COM	92532F100
MRSH	MARSH & MCLENNAN COS INC	550,835	$51.72M	0.2%	$53.69	+47.7%	COM	571748102
PGR	PROGRESSIVE CORP OHIO	707,069	$50.97M	0.2%	$28.70	+93.3%	COM	743315103
ILMN	ILLUMINA INC	163,929	$50.93M	0.2%	$190.19	+53.3%	NOTE	452327109
BIIB	BIOGEN INC	213,048	$50.36M	0.2%	$317.67	-0.9%	COM	09062X103
WM	WASTE MGMT INC DEL	484,347	$50.33M	0.2%	$50.95	+70.8%	COM	94106L109
MPC	MARATHON PETE CORP	822,400	$49.22M	0.2%	$42.55	+18.5%	COM	56585A102
NOW	SERVICENOW INC	198,458	$48.92M	0.2%	$19.44	+126.2%	NOTE	81762P102
NOC	NORTHROP GRUMMAN CORP	180,939	$48.78M	0.2%	$164.26	+48.3%	COM	666807102
AFL	AFLAC INC	964,463	$48.22M	0.2%	$32.79	+25.0%	COM	001055102
APD	AIR PRODS & CHEMS INC	252,354	$48.19M	0.2%	$112.38	+29.6%	COM	009158106
FDX	FEDEX CORP	263,673	$47.83M	0.2%	$150.93	+3.3%	COM	31428X106
ICE	INTERCONTINENTAL EXCHANGE IN	625,962	$47.66M	0.2%	$51.22	+33.8%	COM	45866F104
ITW	ILLINOIS TOOL WKS INC	331,673	$47.6M	0.2%	$86.54	+35.2%	COM	452308109
KMB	KIMBERLY CLARK CORP	383,172	$47.48M	0.2%	$81.25	+12.4%	COM	494368103
TGT	TARGET CORP	591,467	$47.47M	0.2%	$51.41	+18.0%	COM	87612E106
EMR	EMERSON ELEC CO	672,631	$46.05M	0.2%	$46.97	+19.3%	COM	291011104
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	635,040	$46.01M	0.2%	$51.85	+21.9%	CL A	192446102
MAR	MARRIOTT INTL INC NEW	365,471	$45.72M	0.2%	$75.90	+47.0%	CL A	571903202
AMAT	APPLIED MATLS INC	1,150,839	$45.64M	0.2%	$22.63	+56.1%	COM	038222105
GD	GENERAL DYNAMICS CORP	268,095	$45.38M	0.2%	$120.62	+19.1%	COM	369550108
EW	EDWARDS LIFESCIENCES CORP	234,889	$44.94M	0.2%	$31.87	+79.1%	COM	28176E108
AEP	AMERICAN ELEC PWR CO INC	536,185	$44.91M	0.2%	$44.66	+39.8%	COM	025537101
PSX	PHILLIPS 66	470,329	$44.76M	0.2%	$58.21	+23.6%	COM	718546104
PLD	PROLOGIS INC	617,746	$44.45M	0.2%	$36.91	+52.7%	COM	74340W103
EL	LAUDER ESTEE COS INC	266,982	$44.2M	0.2%	$83.16	+61.8%	CL A	518439104
ADI	ANALOG DEVICES INC	419,655	$44.18M	0.2%	$57.82	+53.0%	COM	032654105
—	WORLDPAY INC	388,345	$44.08M	0.2%	$85.44	—	CL A	981558109
BAX	BAXTER INTL INC	541,741	$44.05M	0.2%	$41.11	+55.8%	COM	071813109
KMI	KINDER MORGAN INC DEL	2,197,255	$43.97M	0.2%	$15.89	-21.3%	COM	49456B101
PRU	PRUDENTIAL FINL INC	469,250	$43.12M	0.2%	$58.45	+12.0%	COM	744320102
COF	CAPITAL ONE FINL CORP	525,898	$42.96M	0.2%	$68.19	+5.9%	COM	14040H105
FISV	FISERV INC	482,453	$42.59M	0.2%	$57.94	+42.4%	COM	337738108
HCA	HCA HEALTHCARE INC	325,825	$42.48M	0.2%	$77.04	+64.2%	COM	40412C101
FIS	FIDELITY NATL INFORMATION SV	374,016	$42.3M	0.2%	$64.04	+45.9%	COM	31620M106
ROST	ROSS STORES INC	453,235	$42.2M	0.2%	$51.66	+65.9%	COM	778296103
MET	METLIFE INC	987,818	$42.05M	0.2%	$32.91	+6.5%	COM	59156R108
EBAY	EBAY INC	1,132,224	$42.05M	0.2%	$24.39	+26.8%	COM	278642103
SHW	SHERWIN WILLIAMS CO	96,261	$41.46M	0.2%	$91.18	+43.5%	COM	824348106
ADSK	AUTODESK INC	264,631	$41.23M	0.2%	$80.35	+86.0%	COM	052769106
YUM	YUM BRANDS INC	412,816	$41.2M	0.2%	$53.03	+57.4%	COM	988498101
ORLY	O REILLY AUTOMOTIVE INC NEW	106,061	$41.18M	0.2%	$14.82	+63.2%	COM	67103H107
TRV	TRAVELERS COMPANIES INC	299,204	$41.04M	0.2%	$87.89	+25.5%	COM	89417E109
AIG	AMERICAN INTL GROUP INC	952,667	$41.02M	0.2%	$46.12	-22.5%	*W EXP 01/19/202	026874784
—	BB&T CORP	880,188	$40.95M	0.2%	$39.81	—	COM	054937107
ROP	ROPER TECHNOLOGIES INC	119,380	$40.82M	0.2%	$183.25	+59.1%	FRNT	776696106
ALL	ALLSTATE CORP	433,206	$40.8M	0.2%	$59.02	+30.3%	COM	020002101
DG	DOLLAR GEN CORP NEW	333,412	$39.78M	0.2%	$67.38	+57.7%	COM	256677105
VLO	VALERO ENERGY CORP NEW	464,723	$39.42M	0.2%	$41.11	+51.8%	COM	91913Y100
PSA	PUBLIC STORAGE	180,863	$39.39M	0.2%	$137.83	+14.1%	COM	74460D109
EQIX	EQUINIX INC	86,650	$39.27M	0.2%	$274.40	+30.5%	COM	29444U700
—	XILINX INC	309,675	$39.26M	0.2%	$55.66	—	COM	983919101
HUM	HUMANA INC	147,313	$39.19M	0.2%	$168.67	+60.8%	COM	444859102
TSLA	TESLA INC	137,166	$38.39M	0.1%	$17.45	+15.1%	NOTE	88160R101
VFC	V F CORP	438,016	$38.07M	0.1%	$62.55	+24.7%	COM	918204108
—	RED HAT INC	207,447	$37.9M	0.1%	$84.01	—	NOTE	756577102
REGN	REGENERON PHARMACEUTICALS	91,832	$37.71M	0.1%	$387.56	+5.7%	COM	75886F107
F	FORD MTR CO DEL	4,267,418	$37.47M	0.1%	$8.11	-25.0%	COM	345370860
SYY	SYSCO CORP	552,921	$36.91M	0.1%	$35.19	+53.8%	COM	871829107
HPQ	HP INC	1,883,999	$36.61M	0.1%	$11.14	+49.9%	COM	40434L105
WELL	WELLTOWER INC	468,683	$36.37M	0.1%	$47.90	+25.9%	COM	95040Q104
MCO	MOODYS CORP	195,993	$35.49M	0.1%	$101.68	+52.4%	COM	615369105
—	LAM RESEARCH CORP	197,679	$35.39M	0.1%	$112.54	—	COM	512807108
OKE	ONEOK INC NEW	505,036	$35.27M	0.1%	$33.80	+23.2%	COM	682680103
PAYX	PAYCHEX INC	437,717	$35.1M	0.1%	$42.34	+42.8%	COM	704326107
GLW	CORNING INC	1,051,266	$34.8M	0.1%	$17.66	+53.2%	COM	219350105
PEG	PUBLIC SVC ENTERPRISE GRP IN	585,336	$34.77M	0.1%	$30.75	+44.0%	COM	744573106
—	ACTIVISION BLIZZARD INC	761,670	$34.68M	0.1%	$40.78	—	COM	00507V109
GIS	GENERAL MLS INC	668,715	$34.61M	0.1%	$38.76	-7.7%	COM	370334104
—	SUNTRUST BKS INC	583,178	$34.55M	0.1%	$46.22	—	COM	867914103
—	ALEXION PHARMACEUTICALS INC	255,355	$34.52M	0.1%	$139.19	—	COM	015351109
APH	AMPHENOL CORP NEW	365,003	$34.47M	0.1%	$14.44	+45.0%	CL A	032095101
SRE	SEMPRA ENERGY	272,855	$34.34M	0.1%	$39.21	+20.2%	COM	816851109
EQR	EQUITY RESIDENTIAL	454,873	$34.26M	0.1%	$44.09	+26.0%	SH BEN INT	29476L107
FTV	FORTIVE CORP	407,193	$34.16M	0.1%	$35.58	+33.1%	COM	34959J108
EA	ELECTRONIC ARTS INC	334,941	$34.04M	0.1%	$66.80	+38.0%	COM	285512109
PPG	PPG INDS INC	300,847	$33.96M	0.1%	$90.07	+4.2%	COM	693506107
AZO	AUTOZONE INC	33,138	$33.94M	0.1%	$720.47	+24.6%	COM	053332102
AVB	AVALONBAY CMNTYS INC	168,886	$33.9M	0.1%	$127.53	+18.0%	COM	053484101
XEL	XCEL ENERGY INC	600,949	$33.78M	0.1%	$28.91	+49.1%	COM	98389B100
CMI	CUMMINS INC	209,912	$33.14M	0.1%	$108.28	+16.2%	COM	231021106
—	DISCOVER FINL SVCS	464,469	$33.05M	0.1%	$62.79	—	COM	254709108
PCAR	PACCAR INC	484,021	$32.98M	0.1%	$28.98	+16.4%	COM	693718108
HLT	HILTON WORLDWIDE HLDGS INC	396,798	$32.98M	0.1%	$62.12	+23.5%	COM	43300A203
DLTR	DOLLAR TREE INC	312,947	$32.87M	0.1%	$76.24	+28.8%	COM	256746108
WDAY	WORKDAY INC	166,956	$32.2M	0.1%	$93.24	+95.1%	NOTE	98138H101
ZBH	ZIMMER BIOMET HLDGS INC	245,863	$31.4M	0.1%	$100.45	+7.0%	COM	98956P102
STZ	CONSTELLATION BRANDS INC	177,892	$31.19M	0.1%	$116.05	+29.7%	CL A	21036P108
HPE	HEWLETT PACKARD ENTERPRISE C	2,008,311	$30.99M	0.1%	$8.85	+39.6%	COM	42824C109
ED	CONSOLIDATED EDISON INC	363,159	$30.8M	0.1%	$48.88	+27.6%	COM	209115104
AMD	ADVANCED MICRO DEVICES INC	1,200,700	$30.64M	0.1%	$13.56	+67.4%	NOTE	007903107
WEC	WEC ENERGY GROUP INC	387,346	$30.63M	0.1%	$42.32	+40.9%	COM	92939U106
ADM	ARCHER DANIELS MIDLAND CO	710,058	$30.63M	0.1%	$33.76	+3.4%	COM	039483102
DLR	DIGITAL RLTY TR INC	254,703	$30.31M	0.1%	$76.30	+15.0%	COM	253868103
ROK	ROCKWELL AUTOMATION INC	171,092	$30.02M	0.1%	$115.16	+30.3%	COM	773903109
TMUS	T MOBILE US INC	428,436	$29.61M	0.1%	$48.84	+38.4%	COM	872590104
LVS	LAS VEGAS SANDS CORP	483,198	$29.46M	0.1%	$46.76	+12.3%	COM	517834107
WCN	WASTE CONNECTIONS INC	331,041	$29.33M	0.1%	$78.56	0.0%	COM	94106B101
A	AGILENT TECHNOLOGIES INC	364,696	$29.31M	0.1%	$46.81	+54.4%	COM	00846U101
TROW	PRICE T ROWE GROUP INC	291,074	$29.14M	0.1%	$58.05	+26.1%	COM	74144T108
VTR	VENTAS INC	455,481	$29.06M	0.1%	$44.02	+7.4%	COM	92276F100
MELI	MERCADOLIBRE INC	57,074	$28.98M	0.1%	$360.64	+10.6%	NOTE	58733R102
PH	PARKER HANNIFIN CORP	167,732	$28.79M	0.1%	$114.92	+30.3%	COM	701094104
SYF	SYNCHRONY FINL	899,445	$28.69M	0.1%	$23.76	+6.7%	COM	87165B103
WMB	WILLIAMS COS INC DEL	998,155	$28.67M	0.1%	$21.14	-13.7%	COM	969457100
IQV	IQVIA HLDGS INC	196,743	$28.3M	0.1%	$103.85	+28.3%	COM	46266C105
—	PIONEER NAT RES CO	184,620	$28.11M	0.1%	$165.63	—	COM	723787107
MCK	MCKESSON CORP	239,783	$28.07M	0.1%	$164.07	-28.5%	COM	58155Q103
HAL	HALLIBURTON CO	947,179	$27.75M	0.1%	$41.29	-36.4%	0	406216101
—	TWITTER INC	841,718	$27.68M	0.1%	$25.60	—	NOTE	90184L102
—	ANADARKO PETE CORP	606,450	$27.58M	0.1%	$57.46	—	COM	032511107
STT	STATE STR CORP	417,240	$27.46M	0.1%	$56.48	-1.9%	COM	857477103
KR	KROGER CO	1,112,176	$27.36M	0.1%	$25.07	-5.8%	COM	501044101
MSI	MOTOROLA SOLUTIONS INC	193,785	$27.21M	0.1%	$65.84	+79.7%	COM NEW	620076307
CCL	CARNIVAL CORP	535,372	$27.15M	0.1%	$46.53	+13.5%	UNIT 99/99/9999	143658300
ALGN	ALIGN TECHNOLOGY INC	93,613	$26.62M	0.1%	$248.89	-4.1%	COM	016255101
ULTA	ULTA BEAUTY INC	76,191	$26.57M	0.1%	$204.32	+48.0%	COM	90384S303
SBAC	SBA COMMUNICATIONS CORP NEW	132,659	$26.49M	0.1%	$113.72	+47.3%	CL A	78410G104
DELL	DELL TECHNOLOGIES INC	451,085	$26.47M	0.1%	$25.07	-3.6%	CL C	24703L202
TDG	TRANSDIGM GROUP INC	58,193	$26.42M	0.1%	$154.02	+95.6%	COM	893641100
BALL	BALL CORP	455,462	$26.35M	0.1%	$35.87	+37.5%	COM	058498106
PANW	PALO ALTO NETWORKS INC	108,027	$26.24M	0.1%	$26.12	+42.0%	NOTE	697435105
IP	INTL PAPER CO	564,459	$26.12M	0.1%	$31.40	+1.2%	COM	460146103
—	FLEETCOR TECHNOLOGIES INC	105,865	$26.11M	0.1%	$159.29	—	COM	339041105
IDXX	IDEXX LABS INC	116,470	$26.04M	0.1%	$161.09	+28.2%	COM	45168D104
MNST	MONSTER BEVERAGE CORP NEW	476,853	$26.03M	0.1%	$24.11	+18.2%	COM	61174X109
GPN	GLOBAL PMTS INC	190,165	$25.96M	0.1%	$79.66	+45.1%	COM	37940X102
MTB	M & T BK CORP	165,255	$25.95M	0.1%	$104.60	+26.1%	COM	55261F104
SWK	STANLEY BLACK & DECKER INC	190,528	$25.94M	0.1%	$89.69	+18.9%	COM	854502101
MCHP	MICROCHIP TECHNOLOGY INC	312,061	$25.89M	0.1%	$25.66	+41.9%	NOTE	595017104
CNC	CENTENE CORP DEL	483,653	$25.68M	0.1%	$50.71	+19.7%	COM	15135B101
XYZ	SQUARE INC	341,861	$25.61M	0.1%	$48.28	+50.1%	NOTE	852234103
ES	EVERSOURCE ENERGY	360,536	$25.58M	0.1%	$39.67	+36.1%	COM	30040W108
EIX	EDISON INTL	412,527	$25.54M	0.1%	$43.47	+1.5%	COM	281020107
VRSK	VERISK ANALYTICS INC	191,000	$25.4M	0.1%	$74.42	+56.3%	COM	92345Y106
O	REALTY INCOME CORP	345,074	$25.38M	0.1%	$33.49	+42.0%	COM	756109104
CMG	CHIPOTLE MEXICAN GRILL INC	35,706	$25.36M	0.1%	$8.35	+38.9%	COM	169656105
DTE	DTE ENERGY CO	203,200	$25.35M	0.1%	$55.49	+44.3%	COM	233331107
NTAP	NETAPP INC	365,250	$25.33M	0.1%	$38.86	+37.3%	COM	64110D104
PPL	PPL CORP	787,364	$24.99M	0.1%	$21.37	+8.1%	COM	69351T106
WY	WEYERHAEUSER CO	927,816	$24.44M	0.1%	$21.84	-11.7%	COM	962166104
WAT	WATERS CORP	96,749	$24.35M	0.1%	$137.78	+65.4%	COM	941848103
CDNS	CADENCE DESIGN SYSTEM INC	382,929	$24.32M	0.1%	$41.71	+27.0%	COM	127387108
FAST	FASTENAL CO	375,510	$24.15M	0.1%	$9.09	+39.0%	COM	311900104
CLX	CLOROX CO DEL	150,332	$24.12M	0.1%	$89.43	+41.9%	COM	189054109
AMP	AMERIPRISE FINL INC	187,106	$23.97M	0.1%	$100.26	+9.1%	COM	03076C106
NTRS	NORTHERN TR CORP	264,938	$23.95M	0.1%	$59.62	+22.4%	COM	665859104
TSN	TYSON FOODS INC	343,355	$23.84M	0.1%	$43.89	+16.1%	CL A	902494103
KLAC	KLA-TENCOR CORP	199,512	$23.82M	0.1%	$69.37	+41.4%	COM	482480100
FE	FIRSTENERGY CORP	572,494	$23.82M	0.1%	$22.62	+32.7%	COM	337932107
LULU	LULULEMON ATHLETICA INC	143,450	$23.51M	0.1%	$110.33	+32.4%	COM	550021109
KEYS	KEYSIGHT TECHNOLOGIES INC	269,461	$23.5M	0.1%	$56.71	+36.9%	COM	49338L103
BXP	BOSTON PROPERTIES INC	174,782	$23.4M	0.1%	$82.47	+12.3%	COM	101121101
AME	AMETEK INC NEW	281,700	$23.37M	0.1%	$52.51	+38.2%	COM	031100100
MKC	MCCORMICK & CO INC	154,777	$23.31M	0.1%	$39.22	+50.7%	COM VTG	579780206
FCX	FREEPORT-MCMORAN INC	1,803,701	$23.25M	0.1%	$16.71	-33.4%	CL B	35671D857
ESS	ESSEX PPTY TR INC	80,057	$23.16M	0.1%	$163.74	+31.2%	COM	297178105
—	HARRIS CORP DEL	144,199	$23.03M	0.1%	$92.77	—	COM	413875105
DXC	DXC TECHNOLOGY CO	357,771	$23.01M	0.1%	$71.73	-14.3%	COM	23355L106
MSCI	MSCI INC	114,773	$22.82M	0.1%	$118.09	+37.4%	COM	55354G100
KEY	KEYCORP NEW	1,445,289	$22.76M	0.1%	$10.67	+12.1%	COM	493267108
SNPS	SYNOPSYS INC	197,626	$22.76M	0.1%	$70.52	+40.5%	COM	871607107
MTD	METTLER TOLEDO INTERNATIONAL	31,424	$22.72M	0.1%	$430.27	+51.1%	COM	592688105
RSG	REPUBLIC SVCS INC	282,234	$22.69M	0.1%	$41.26	+68.5%	COM	760759100
BBY	BEST BUY INC	317,444	$22.56M	0.1%	$28.21	+69.2%	COM	086516101
—	SPLUNK INC	180,853	$22.53M	0.1%	$101.02	—	COM	848637104
—	IAC INTERACTIVECORP	107,193	$22.52M	0.1%	$162.08	—	COM	44919P508
NUE	NUCOR CORP	385,779	$22.51M	0.1%	$42.56	+19.1%	COM	670346105
CHD	CHURCH & DWIGHT INC	315,123	$22.45M	0.1%	$41.82	+44.9%	COM	171340102
VRSN	VERISIGN INC	123,506	$22.42M	0.1%	$130.13	+30.7%	COM	92343E102
AWK	AMERICAN WTR WKS CO INC NEW	214,766	$22.39M	0.1%	$54.34	+58.8%	COM	030420103
NEM	NEWMONT MNG CORP	622,869	$22.28M	0.1%	$27.45	-0.4%	COM	651639106
ETR	ENTERGY CORP NEW	232,500	$22.23M	0.1%	$26.51	+32.9%	COM	29364G103
CTAS	CINTAS CORP	109,656	$22.16M	0.1%	$29.17	+55.4%	COM	172908105
GPC	GENUINE PARTS CO	195,290	$21.88M	0.1%	$69.66	+21.7%	COM	372460105
AEE	AMEREN CORP	296,940	$21.84M	0.1%	$36.12	+58.5%	COM	023608102
—	ARISTA NETWORKS INC	68,285	$21.47M	0.1%	$257.13	—	COM	040413106
KHC	KRAFT HEINZ CO	657,396	$21.46M	0.1%	$49.04	-40.7%	COM	500754106
CSGP	COSTAR GROUP INC	45,591	$21.27M	0.1%	$34.84	+18.6%	COM	22160N109
HIG	HARTFORD FINL SVCS GROUP INC	426,980	$21.23M	0.1%	$34.22	+19.1%	COM	416515104
CBRE	CBRE GROUP INC	424,866	$21.01M	0.1%	$35.07	+33.9%	CL A	12504L109
FITB	FIFTH THIRD BANCORP	828,624	$20.9M	0.1%	$16.25	+24.8%	COM	316773100
HSY	HERSHEY CO	181,536	$20.85M	0.1%	$78.38	+18.4%	COM	427866108
OMC	OMNICOM GROUP INC	284,909	$20.8M	0.1%	$54.46	+7.4%	COM	681919106
—	TOTAL SYS SVCS INC	215,105	$20.44M	0.1%	$80.51	—	COM	891906109
DVN	DEVON ENERGY CORP NEW	647,484	$20.43M	0.1%	$32.27	-37.9%	COM	25179M103
TEVA	TEVA PHARMACEUTICAL INDS LTD	1,289,663	$20.22M	0.1%	$28.51	—	SPONSORED ADS	881624209
DHI	D R HORTON INC	487,573	$20.18M	0.1%	$28.96	+25.7%	COM	23331A109
CDW	CDW CORP	209,207	$20.16M	0.1%	$67.69	+21.4%	COM	12514G108
—	CONCHO RES INC	181,431	$20.13M	0.1%	$122.16	—	COM	20605P101
DRI	DARDEN RESTAURANTS INC	165,673	$20.12M	0.1%	$77.18	+17.4%	COM	237194105
—	L3 TECHNOLOGIES INC	97,320	$20.08M	0.1%	$172.89	—	COM	502413107
DOV	DOVER CORP	213,879	$20.06M	0.1%	$56.10	+39.3%	COM	260003108
INCY	INCYTE CORP	231,637	$19.92M	0.1%	$87.47	-7.0%	NOTE	45337C102
FRCB	FIRST REP BK SAN FRANCISCO C	197,911	$19.88M	0.1%	$74.52	+28.6%	COM	33616C100
—	HESS CORP	330,033	$19.88M	0.1%	$65.46	—	COM	42809H107
CMS	CMS ENERGY CORP	357,857	$19.88M	0.1%	$29.92	+44.0%	COM	125896100
—	CERNER CORP	346,377	$19.82M	0.1%	$60.49	—	COM	156782104
—	CBS CORP NEW	415,226	$19.74M	0.1%	$53.26	—	CL A	124857202
—	HCP INC	629,715	$19.71M	0.1%	$26.16	—	COM	40414L109
—	COOPER COS INC	66,050	$19.56M	0.1%	$224.46	—	COM NEW	216648402
—	ANSYS INC	105,873	$19.34M	0.1%	$150.14	—	COM	03662Q105
XYL	XYLEM INC	243,775	$19.27M	0.1%	$61.14	+9.9%	COM	98419M100
AJG	GALLAGHER ARTHUR J & CO	245,856	$19.2M	0.1%	$50.99	+38.4%	COM	363576109
SSNC	SS&C TECHNOLOGIES HLDGS INC	301,398	$19.2M	0.1%	$50.70	+9.7%	COM	78467J100
—	SYMANTEC CORP	829,445	$19.07M	0.1%	$23.46	—	COM	871503108
VMC	VULCAN MATLS CO	160,305	$18.98M	0.1%	$98.14	+3.7%	COM	929160109
EXPE	EXPEDIA GROUP INC	159,325	$18.96M	0.1%	$113.05	+5.0%	COM NEW	30212P303
GWW	GRAINGER W W INC	62,997	$18.96M	0.1%	$239.08	+13.6%	COM	384802104
ARE	ALEXANDRIA REAL ESTATE EQ IN	132,863	$18.94M	0.1%	$93.81	+8.3%	COM	015271109
LEN	LENNAR CORP	382,633	$18.78M	0.1%	$44.63	-6.8%	CL A	526057104
IT	GARTNER INC	123,644	$18.75M	0.1%	$123.22	+12.6%	COM	366651107
—	MAXIM INTEGRATED PRODS INC	350,643	$18.64M	0.1%	$39.18	—	COM	57772K101
RF	REGIONS FINL CORP NEW	1,316,708	$18.63M	0.1%	$8.18	+41.1%	COM	7591EP100
CFG	CITIZENS FINL GROUP INC	572,458	$18.61M	0.1%	$20.99	+22.1%	COM	174610105
RMD	RESMED INC	178,253	$18.53M	0.1%	$67.67	+43.4%	COM	761152107
WDC	WESTERN DIGITAL CORP	383,985	$18.45M	0.1%	$49.81	-35.0%	COM	958102105
BMRN	BIOMARIN PHARMACEUTICAL INC	207,462	$18.43M	0.1%	$88.44	+4.8%	NOTE	09061G101
HOLX	HOLOGIC INC	379,636	$18.37M	0.1%	$38.86	+16.0%	COM	436440101
CAH	CARDINAL HEALTH INC	380,951	$18.34M	0.1%	$54.27	-24.4%	COM	14149Y108
BF/B	BROWN FORMAN CORP	346,892	$18.31M	0.1%	$36.36	+18.7%	CL A	115637209
TFX	TELEFLEX INC	60,493	$18.28M	0.1%	$251.50	+6.5%	COM	879369106
PFG	PRINCIPAL FINL GROUP INC	363,924	$18.27M	0.1%	$37.34	+1.6%	COM	74251V102
SWKS	SKYWORKS SOLUTIONS INC	221,125	$18.24M	0.1%	$67.92	-3.4%	COM	83088M102
—	LABORATORY CORP AMER HLDGS	118,703	$18.16M	0.1%	$124.68	—	NOTE	50540R409
EXPD	EXPEDITORS INTL WASH INC	239,009	$18.14M	0.1%	$46.08	+44.1%	COM	302130109
CPRT	COPART INC	299,324	$18.14M	0.1%	$13.47	+0.8%	COM	217204106
LNG	CHENIERE ENERGY INC	264,300	$18.07M	0.1%	$61.73	+6.5%	DEBT	16411R208
—	TD AMERITRADE HLDG CORP	359,008	$17.95M	0.1%	$42.06	—	COM	87236Y108
—	CITRIX SYS INC	179,414	$17.88M	0.1%	$78.60	—	NOTE	177376100
EFX	EQUIFAX INC	149,778	$17.75M	0.1%	$93.47	+7.9%	COM	294429105
SJM	SMUCKER J M CO	152,193	$17.73M	0.1%	$86.85	-3.7%	COM NEW	832696405
HST	HOST HOTELS & RESORTS INC	937,931	$17.73M	0.1%	$13.16	+8.7%	COM	44107P104
ALLY	ALLY FINL INC	640,636	$17.61M	0.1%	$20.72	+1.4%	COM	02005N100
—	KELLOGG CO	304,919	$17.5M	0.1%	$44.96	-7.8%	COM	487836108
MGM	MGM RESORTS INTERNATIONAL	679,676	$17.44M	0.1%	$23.68	+12.9%	COM	552953101
EXR	EXTRA SPACE STORAGE INC	170,900	$17.42M	0.1%	$70.08	+5.8%	COM	30225T102
CE	CELANESE CORP DEL	176,519	$17.41M	0.1%	$61.05	+41.2%	COM	150870103
L	LOEWS CORP	361,355	$17.32M	0.1%	$41.32	+10.9%	COM	540424108
CNP	CENTERPOINT ENERGY INC	563,136	$17.29M	0.1%	$21.13	+17.3%	COM	15189T107
LNC	LINCOLN NATL CORP IND	294,058	$17.26M	0.1%	$38.59	+11.9%	COM	534187109
MKL	MARKEL CORP	17,268	$17.2M	0.1%	$957.92	+6.0%	COM	570535104
KSS	KOHLS CORP	250,021	$17.19M	0.1%	$66.88	+1.4%	COM	500255104
HBAN	HUNTINGTON BANCSHARES INC	1,354,619	$17.18M	0.1%	$9.43	+3.4%	COM	446150104
—	MARATHON OIL CORP	1,027,771	$17.17M	0.1%	$15.68	—	COM	565849106
—	KANSAS CITY SOUTHERN	146,393	$16.98M	0.1%	$105.67	—	COM NEW	485170302
MAS	MASCO CORP	430,353	$16.92M	0.1%	$25.76	+23.8%	COM	574599106
MAA	MID AMER APT CMNTYS INC	154,508	$16.89M	0.1%	$72.51	+12.4%	COM	59522J103
CHRW	C H ROBINSON WORLDWIDE INC	193,253	$16.81M	0.1%	$59.12	+25.9%	COM NEW	12541W209
KMX	CARMAX INC	238,575	$16.65M	0.1%	$58.02	+6.2%	COM	143130102
COR	AMERISOURCEBERGEN CORP	208,514	$16.58M	0.1%	$63.31	-0.5%	COM	03073E105
TRU	TRANSUNION	246,729	$16.49M	0.1%	$63.97	-6.3%	COM	89400J107
—	ANNALY CAP MGMT INC	1,641,582	$16.4M	0.1%	$11.07	—	COM	035710409
MLM	MARTIN MARIETTA MATLS INC	80,814	$16.26M	0.1%	$170.94	+3.9%	COM	573284106
AKAM	AKAMAI TECHNOLOGIES INC	226,564	$16.25M	0.1%	$67.99	-0.3%	DBCV	00971T101
TXT	TEXTRON INC	317,501	$16.09M	0.1%	$41.88	+22.1%	COM	883203101
BR	BROADRIDGE FINL SOLUTIONS IN	152,908	$15.86M	0.1%	$87.41	+2.0%	COM	11133T103
CMA	COMERICA INC	215,603	$15.81M	0.1%	$50.19	+14.5%	COM	200340107
—	E TRADE FINANCIAL CORP	339,858	$15.78M	0.1%	$49.21	—	COM NEW	269246401
—	APACHE CORP	453,838	$15.73M	0.1%	$43.76	—	COM	037411105
—	TIFFANY & CO NEW	147,396	$15.56M	0.1%	$86.58	—	COM	886547108
VNO	VORNADO RLTY TR	223,283	$15.06M	0.1%	$90.28	—	SH BEN INT	929042109
DGX	QUEST DIAGNOSTICS INC	166,639	$14.98M	0.1%	$64.14	+17.8%	COM	74834L100
WYNN	WYNN RESORTS LTD	125,568	$14.98M	0.1%	$140.97	-20.6%	COM	983134107
DPZ	DOMINOS PIZZA INC	58,038	$14.98M	0.1%	$232.97	+2.9%	COM	25754A201
—	SVB FINL GROUP	67,147	$14.93M	0.1%	$240.11	—	COM	78486Q101
BKR	BAKER HUGHES A GE CO	534,805	$14.82M	0.1%	$27.03	-23.1%	CL A	05722G100
CBOE	CBOE GLOBAL MARKETS INC	154,272	$14.72M	0.1%	$103.05	-16.0%	COM	12503M108
FMC	F M C CORP	188,601	$14.49M	0.1%	$60.39	+0.1%	COM NEW	302491303
RJF	RAYMOND JAMES FINANCIAL INC	179,173	$14.41M	0.1%	$50.75	-5.2%	COM	754730109
—	NOBLE ENERGY INC	582,129	$14.4M	0.1%	$39.57	—	COM	655044105
—	ABIOMED INC	50,366	$14.38M	0.1%	$405.63	—	COM	003654100
EMN	EASTMAN CHEMICAL CO	189,448	$14.38M	0.1%	$57.54	+7.9%	COM	277432100
TAP	MOLSON COORS BREWING CO	239,960	$14.31M	0.1%	$64.01	-19.8%	CL A	60871R209
FOXA	FOX CORP	387,333	$14.22M	0.1%	$35.41	0.0%	CL A COM	35137L105
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	149,944	$14.15M	0.1%	$111.52	-13.1%	COM	874054109
—	CENTURYLINK INC	1,176,277	$14.1M	0.1%	$23.71	—	COM	156700106
CAG	CONAGRA BRANDS INC	497,324	$13.8M	0.1%	$22.09	-21.3%	COM	205887102
URI	UNITED RENTALS INC	120,039	$13.71M	0.1%	$120.75	-0.9%	COM	911363109
FANG	DIAMONDBACK ENERGY INC	130,873	$13.29M	0.1%	$94.89	-16.2%	COM	25278X109
PVH	PVH CORP	108,886	$13.28M	0.1%	$151.84	-28.6%	COM	693656100
—	SIRIUS XM HLDGS INC	2,310,356	$13.1M	0.1%	$6.71	—	COM	82968B103
STLD	STEEL DYNAMICS INC	363,414	$12.82M	0.0%	$39.06	-21.5%	COM	858119100
LEA	LEAR CORP	94,259	$12.79M	0.0%	$119.67	+6.3%	COM NEW	521865204
—	WESTROCK CO	328,992	$12.62M	0.0%	$49.79	—	COM	96145D105
MTN	VAIL RESORTS INC	57,930	$12.59M	0.0%	$243.29	-16.0%	COM	91879Q109
BFH	ALLIANCE DATA SYSTEMS CORP	71,227	$12.46M	0.0%	$168.49	-28.6%	COM	018581108
HSIC	HENRY SCHEIN INC	207,248	$12.46M	0.0%	$56.93	+6.0%	COM	806407102
TPR	TAPESTRY INC	380,489	$12.36M	0.0%	$33.08	-12.0%	COM	876030107
—	HOLLYFRONTIER CORP	250,327	$12.33M	0.0%	$65.42	—	COM	436106108
—	NATIONAL OILWELL VARCO INC	459,098	$12.23M	0.0%	$48.65	—	COM	637071101
M	MACYS INC	476,794	$11.46M	0.0%	$33.01	-23.5%	COM	55616P104
MHK	MOHAWK INDS INC	84,487	$10.66M	0.0%	$182.32	-28.6%	COM	608190104
NWL	NEWELL BRANDS INC	673,324	$10.33M	0.0%	$26.50	-50.0%	COM	651229106
XPO	XPO LOGISTICS INC	162,757	$8.747M	0.0%	$35.13	-45.4%	COM	983793100
ALV	AUTOLIV INC	117,947	$8.673M	0.0%	$74.16	-11.4%	COM	052800109
FOX	FOX CORP	192,606	$6.911M	0.0%	$34.51	0.0%	CL A COM	35137L204
—	BROOKFIELD PROPERTY REIT INC	318,418	$6.531M	0.0%	$20.83	—	CL A	11282X103
WAB	WABTEC CORP	44,924	$3.312M	0.0%	$69.17	0.0%	COM	929740108
AES	AES CORP	124,251	$2.246M	0.0%	$11.25	+17.0%	COM	00130H105
DAL	DELTA AIR LINES INC DEL	23,167	$1.197M	0.0%	$49.10	-4.7%	COM NEW	247361702
ON	ON SEMICONDUCTOR CORP	54,459	$1.12M	0.0%	$18.55	+11.2%	NOTE	682189105
—	VIACOM INC NEW	39,567	$1.111M	0.0%	$33.50	—	CL A	92553P201
VST	VISTRA ENERGY CORP	42,050	$1.095M	0.0%	$20.02	+7.9%	COM	92840M102
CC	CHEMOURS CO	27,192	$1.01M	0.0%	$27.26	+0.2%	COM	163851108
WU	WESTERN UN CO	40,102	$741K	0.0%	$18.09	—	COM	959802109
UHS	UNIVERSAL HLTH SVCS INC	5,516	$738K	0.0%	$120.29	+6.0%	CL B	913903100
UNM	UNUM GROUP	18,952	$641K	0.0%	$37.55	-7.3%	COM	91529Y106
BWA	BORGWARNER INC	16,119	$619K	0.0%	$32.46	-4.4%	COM	099724106
—	SPIRIT AEROSYSTEMS HLDGS INC	6,170	$565K	0.0%	$90.58	—	COM CL A	848574109
ODFL	OLD DOMINION FREIGHT LINE IN	3,786	$547K	0.0%	$43.86	+3.3%	COM	679580100
—	FIRST DATA CORP NEW	20,369	$535K	0.0%	$24.86	—	COM CL A	32008D106
RHI	ROBERT HALF INTL INC	8,102	$528K	0.0%	$65.04	-2.5%	COM	770323103
—	JACOBS ENGR GROUP INC	6,918	$520K	0.0%	$70.64	—	COM	469814107
QRVO	QORVO INC	6,681	$479K	0.0%	$71.22	-7.0%	COM	74736K101
WHR	WHIRLPOOL CORP	3,529	$469K	0.0%	$126.52	+4.4%	COM	963320106
JBHT	HUNT J B TRANS SVCS INC	4,470	$453K	0.0%	$103.18	-5.7%	COM	445658107
—	VMWARE INC	2,324	$420K	0.0%	$157.97	—	CL A COM	928563402
FFIV	F5 NETWORKS INC	2,567	$403K	0.0%	$165.19	-2.6%	COM	315616102
ZION	ZIONS BANCORPORATION N A	8,652	$393K	0.0%	$48.52	-1.7%	COM	989701107
VOYA	VOYA FINL INC	7,566	$378K	0.0%	$41.30	+3.3%	COM	929089100
BEN	FRANKLIN RES INC	11,254	$373K	0.0%	$24.05	-5.6%	COM	354613101
LDOS	LEIDOS HLDGS INC	5,776	$370K	0.0%	$56.26	-2.5%	COM	525327102
FNF	FIDELITY NATIONAL FINANCIAL	9,705	$355K	0.0%	$24.59	+1.0%	FNF GROUP COM	31620R303
TSCO	TRACTOR SUPPLY CO	3,450	$337K	0.0%	$14.91	+9.6%	COM	892356106
EWBC	EAST WEST BANCORP INC	6,949	$333K	0.0%	$45.81	-6.7%	COM	27579R104
NVR	NVR INC	112	$310K	0.0%	$2603.85	+1.1%	COM	62944T105
DVA	DAVITA INC	5,032	$273K	0.0%	$66.48	-16.7%	COM	23918K108
FTNT	FORTINET INC	2,731	$229K	0.0%	$15.25	+4.5%	COM	34959E109
—	VARIAN MED SYS INC	1,572	$223K	0.0%	$128.87	—	COM	92220P105
AMG	AFFILIATED MANAGERS GROUP IN	1,817	$195K	0.0%	$133.83	-22.0%	COM	008252108
IPGP	IPG PHOTONICS CORP	1,156	$175K	0.0%	$149.23	-5.1%	COM	44980X109
CF	CF INDS HLDGS INC	4,274	$175K	0.0%	$37.47	-4.6%	COM	125269100
INGR	INGREDION INC	1,838	$174K	0.0%	$107.70	-12.3%	COM	457187102
SNA	SNAP ON INC	1,097	$172K	0.0%	$130.03	+2.0%	COM	833034101
—	JUNIPER NETWORKS INC	6,508	$172K	0.0%	$27.80	—	COM	48203R104
NDAQ	NASDAQ INC	1,925	$168K	0.0%	$26.18	-1.8%	COM	631103108
AFG	AMERICAN FINL GROUP INC OHIO	1,660	$160K	0.0%	$53.97	-4.4%	COM	025932104
—	LIBERTY MEDIA CORP DELAWARE	3,802	$145K	0.0%	$41.23	—	NOTE	531229607