Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MS	MORGAN STANLEY	89,815	$6.975M	1.4%	$77.66 *	$65.58	+1.5%	COM NEW	617446448
JPM	JPMORGAN CHASE & CO	44,414	$6.761M	1.3%	$152.23 *	$127.25	+5.8%	COM	46625H100
GOOG	ALPHABET INC	3,184	$6.587M	1.3%	$2068.78 *	$91.73	+11.9%	CAP STK CL C	02079K107
MA	MASTERCARD INCORPORATED	18,466	$6.575M	1.3%	$356.06 *	$339.57	+2.1%	CL A	57636Q104
WMT	WALMART INC	43,531	$5.913M	1.2%	$135.83 *	$42.01	+1.1%	COM	931142103
META	FACEBOOK INC	19,235	$5.665M	1.1%	$294.52	$268.37	+9.0%	CL A	30303M102
JCI	JOHNSON CTLS INTL PLC	93,656	$5.588M	1.1%	$59.67 *	$48.18	+13.0%	SHS	G51502105
FDX	FEDEX CORP	19,564	$5.557M	1.1%	$284.04 *	$234.19	+10.5%	COM	31428X106
MSFT	MICROSOFT CORP	23,378	$5.512M	1.1%	$235.78 *	$211.73	+7.1%	COM	594918104
JNJ	JOHNSON & JOHNSON	33,027	$5.428M	1.1%	$164.35 *	$140.78	+1.9%	COM	478160104
BKR	BAKER HUGHES COMPANY	237,993	$5.143M	1.0%	$21.61 *	$20.14	-4.8%	CL A	05722G100
NVDA	NVIDIA CORPORATION	9,593	$5.122M	1.0%	$533.93 *	$12.66	+5.2%	COM	67066G104
BMY	BRISTOL-MYERS SQUIBB CO	80,939	$5.11M	1.0%	$63.13 *	$50.80	+2.7%	COM	110122108
GS	GOLDMAN SACHS GROUP INC	15,504	$5.07M	1.0%	$327.01 *	$252.14	+15.6%	COM	38141G104
KEY	KEYCORP	237,063	$4.737M	0.9%	$19.98 *	$14.08	+12.6%	COM	493267108
BBY	BEST BUY INC	40,507	$4.651M	0.9%	$114.82 *	$90.56	+3.0%	COM	086516101
INTU	INTUIT	11,818	$4.527M	0.9%	$383.06 *	$373.72	-0.5%	COM	461202103
BK	BANK NEW YORK MELLON CORP	94,816	$4.484M	0.9%	$47.29 *	$37.06	+11.3%	COM	064058100
MDLZ	MONDELEZ INTL INC	73,338	$4.292M	0.9%	$58.52 *	$49.53	+4.8%	CL A	609207105
ADSK	AUTODESK INC	15,073	$4.177M	0.8%	$277.12	$288.38	-3.9%	COM	052769106
FISV	FISERV INC	34,548	$4.113M	0.8%	$119.05	$113.65	+4.7%	COM	337738108
GILD	GILEAD SCIENCES INC	61,968	$4.005M	0.8%	$64.63 *	$55.59	-3.0%	COM	375558103
WFC	WELLS FARGO CO NEW	100,097	$3.911M	0.8%	$39.07 *	$26.45	+32.1%	COM	949746101
FE	FIRSTENERGY CORP	110,875	$3.846M	0.8%	$34.69 *	$26.78	+6.6%	COM	337932107
—	VEREIT INC	97,873	$3.78M	0.8%	$38.62	$38.55	—	COM	92339V308
PNC	PNC FINL SVCS GROUP INC	21,493	$3.77M	0.8%	$175.41 *	$138.54	+6.5%	COM	693475105
PFE	PFIZER INC	99,064	$3.589M	0.7%	$36.23 *	$28.04	+2.4%	COM	717081103
CVS	CVS HEALTH CORP	47,386	$3.565M	0.7%	$75.23 *	$62.28	+3.4%	COM	126650100
ADM	ARCHER DANIELS MIDLAND CO	60,245	$3.434M	0.7%	$57.00 *	$47.95	+4.1%	COM	039483102
ILMN	ILLUMINA INC	8,868	$3.406M	0.7%	$384.08 *	$401.43	-6.9%	COM	452327109
QCOM	QUALCOMM INC	23,871	$3.165M	0.6%	$132.59 *	$128.33	-6.8%	COM	747525103
EMR	EMERSON ELEC CO	34,965	$3.155M	0.6%	$90.23 *	$71.04	+15.2%	COM	291011104
AMD	ADVANCED MICRO DEVICES INC	39,928	$3.134M	0.6%	$78.49	$86.10	-8.8%	COM	007903107
ALL	ALLSTATE CORP	27,211	$3.127M	0.6%	$114.92 *	$97.70	+4.8%	COM	020002101
—	ANAPLAN INC	58,041	$3.126M	0.6%	$53.86	$53.86	—	COM	03272L108
BAC	BK OF AMERICA CORP	77,638	$3.004M	0.6%	$38.69 *	$30.64	+12.5%	COM	060505104
NKE	NIKE INC	21,805	$2.898M	0.6%	$132.91 *	$126.32	-1.8%	CL B	654106103
HON	HONEYWELL INTL INC	13,320	$2.891M	0.6%	$217.04 *	$168.52	+10.1%	COM	438516106
MRK	MERCK & CO. INC	36,616	$2.823M	0.6%	$77.10 *	$63.89	-0.9%	COM	58933Y105
PLD	PROLOGIS INC.	26,154	$2.772M	0.6%	$105.99 *	$85.84	+8.0%	COM	74340W103
AFL	AFLAC INC	52,913	$2.708M	0.5%	$51.18 *	$36.33	+26.3%	COM	001055102
ICE	INTERCONTINENTAL EXCHANGE IN	22,728	$2.538M	0.5%	$111.67 *	$106.46	-1.3%	COM	45866F104
ED	CONSOLIDATED EDISON INC	33,602	$2.513M	0.5%	$74.79 *	$59.87	+5.6%	COM	209115104
—	CERNER CORP	34,791	$2.501M	0.5%	$71.89	$71.89	—	COM	156782104
SUI	SUN CMNTYS INC	16,662	$2.5M	0.5%	$150.04	$150.04	—	COM	866674104
CARR	CARRIER GLOBAL CORPORATION	58,927	$2.488M	0.5%	$42.22 *	$36.44	+8.6%	COM	14448C104
PM	PHILIP MORRIS INTL INC	26,665	$2.366M	0.5%	$88.73 *	$61.17	+15.4%	COM	718172109
—	APTIV PLC	16,754	$2.31M	0.5%	$137.88	$137.88	—	SHS	G6095L109
KMB	KIMBERLY-CLARK CORP	16,430	$2.285M	0.5%	$139.07 *	$111.44	+4.8%	COM	494368103
NUE	NUCOR CORP	28,393	$2.279M	0.5%	$80.27 *	$52.82	+41.3%	COM	670346105
NI	NISOURCE INC	93,941	$2.265M	0.5%	$24.11 *	$19.14	+7.3%	COM	65473P105
PYPL	PAYPAL HLDGS INC	9,309	$2.261M	0.5%	$242.88	$206.17	+17.5%	COM	70450Y103
OTIS	OTIS WORLDWIDE CORP	32,818	$2.246M	0.4%	$68.44 *	$60.74	+4.9%	COM	68902V107
AAP	ADVANCE AUTO PARTS INC	11,996	$2.201M	0.4%	$183.48 *	$149.06	+9.5%	COM	00751Y106
AWK	AMERICAN WTR WKS CO INC NEW	14,555	$2.182M	0.4%	$149.91 *	$137.86	-1.1%	COM	030420103
OXY	OCCIDENTAL PETE CORP	80,791	$2.151M	0.4%	$26.62 *	$20.87	+20.3%	COM	674599105
HRL	HORMEL FOODS CORP	44,547	$2.128M	0.4%	$47.77 *	$41.01	+1.1%	COM	440452100
L	LOEWS CORP	41,317	$2.119M	0.4%	$51.29	$47.84	+5.3%	COM	540424108
HIG	HARTFORD FINL SVCS GROUP INC	31,714	$2.118M	0.4%	$66.78 *	$48.86	+24.1%	COM	416515104
CCI	CROWN CASTLE INTL CORP NEW	12,033	$2.071M	0.4%	$172.11 *	$127.41	+8.1%	COM	22822V101
EXR	EXTRA SPACE STORAGE INC	15,491	$2.053M	0.4%	$132.53 *	$92.62	+19.1%	COM	30225T102
OHI	OMEGA HEALTHCARE INVS INC	55,977	$2.05M	0.4%	$36.62	$36.62	—	COM	681936100
STZ	CONSTELLATION BRANDS INC	8,784	$2.003M	0.4%	$228.03 *	$208.00	+1.3%	CL A	21036P108
A	AGILENT TECHNOLOGIES INC	15,752	$2.003M	0.4%	$127.16 *	$107.47	+14.5%	COM	00846U101
DUK	DUKE ENERGY CORP NEW	20,755	$2.003M	0.4%	$96.51 *	$73.50	+9.1%	COM NEW	26441C204
—	LAM RESEARCH CORP	3,285	$1.955M	0.4%	$595.13	$595.13	—	COM	512807108
MUR	MURPHY OIL CORP	118,352	$1.942M	0.4%	$16.41 *	$13.27	+5.3%	COM	626717102
—	TE CONNECTIVITY LTD	14,947	$1.93M	0.4%	$129.12	$124.62	—	REG SHS	H84989104
ADP	AUTOMATIC DATA PROCESSING IN	10,185	$1.92M	0.4%	$188.51 *	$156.66	+9.0%	COM	053015103
RF	REGIONS FINANCIAL CORP NEW	92,531	$1.912M	0.4%	$20.66 *	$12.92	+31.9%	COM	7591EP100
EXC	EXELON CORP	42,786	$1.871M	0.4%	$43.73 *	$25.25	+4.5%	COM	30161N101
WM	WASTE MGMT INC DEL	14,492	$1.87M	0.4%	$129.04 *	$108.17	+10.8%	COM	94106L109
PSTG	PURE STORAGE INC	85,964	$1.852M	0.4%	$21.54	$23.78	-9.4%	CL A	74624M102
RMD	RESMED INC	9,403	$1.824M	0.4%	$193.98 *	$192.34	-3.2%	COM	761152107
COP	CONOCOPHILLIPS	34,419	$1.823M	0.4%	$52.96 *	$31.22	+43.0%	COM	20825C104
MDRX	ALLSCRIPTS HEALTHCARE SOLUTN	121,142	$1.819M	0.4%	$15.02	$16.01	-6.2%	COM	01988P108
BRX	BRIXMOR PPTY GROUP INC	89,824	$1.817M	0.4%	$20.23	$20.23	—	COM	11120U105
DOX	AMDOCS LTD	25,642	$1.799M	0.4%	$70.16 *	$66.53	-4.5%	SHS	G02602103
DE	DEERE & CO	4,774	$1.786M	0.4%	$374.11 *	$233.14	+50.7%	COM	244199105
HLT	HILTON WORLDWIDE HLDGS INC	14,666	$1.773M	0.4%	$120.89	$114.12	+4.6%	COM	43300A203
T	AT&T INC	58,166	$1.761M	0.4%	$30.28 *	$16.14	+3.6%	COM	00206R102
SWK	STANLEY BLACK & DECKER INC	8,732	$1.744M	0.3%	$199.73 *	$153.93	+10.4%	COM	854502101
BA	BOEING CO	6,830	$1.74M	0.3%	$254.76	$185.68	+37.2%	COM	097023105
—	JUNIPER NETWORKS INC	68,049	$1.724M	0.3%	$25.33	$24.09	—	COM	48203R104
NOC	NORTHROP GRUMMAN CORP	5,295	$1.714M	0.3%	$323.70 *	$281.76	+6.3%	COM	666807102
—	COOPER COS INC	4,426	$1.7M	0.3%	$384.09	$384.09	—	COM NEW	216648402
PRU	PRUDENTIAL FINL INC	18,276	$1.665M	0.3%	$91.10 *	$67.80	+7.1%	COM	744320102
TTC	TORO CO	16,087	$1.659M	0.3%	$103.13	$97.24	+6.1%	COM	891092108
WYNN	WYNN RESORTS LTD	13,218	$1.657M	0.3%	$125.36 *	$117.12	+4.0%	COM	983134107
AIG	AMERICAN INTL GROUP INC	35,572	$1.644M	0.3%	$46.22 *	$38.62	+7.5%	COM NEW	026874784
JEF	JEFFERIES FINL GROUP INC	54,423	$1.638M	0.3%	$30.10 *	$18.37	+35.0%	COM	47233W109
BSX	BOSTON SCIENTIFIC CORP	41,673	$1.611M	0.3%	$38.66	$36.03	+7.3%	COM	101137107
BAH	BOOZ ALLEN HAMILTON HLDG COR	19,817	$1.596M	0.3%	$80.54 *	$76.06	-3.5%	CL A	099502106
TGT	TARGET CORP	7,956	$1.576M	0.3%	$198.09 *	$146.49	+18.1%	COM	87612E106
CMI	CUMMINS INC	6,070	$1.573M	0.3%	$259.14 *	$221.90	+4.0%	COM	231021106
—	STERLING BANCORP DEL	66,821	$1.538M	0.3%	$23.02	$20.86	—	COM	85917A100
IFF	INTERNATIONAL FLAVORS&FRAGRA	10,898	$1.521M	0.3%	$139.57 *	$113.18	+8.5%	COM	459506101
CAG	CONAGRA BRANDS INC	40,054	$1.506M	0.3%	$37.60 *	$28.55	+6.0%	COM	205887102
INTC	INTEL CORP	23,521	$1.505M	0.3%	$63.99 *	$51.05	+14.0%	COM	458140100
DPZ	DOMINOS PIZZA INC	4,077	$1.499M	0.3%	$367.67 *	$349.55	-1.0%	COM	25754A201
NYT	NEW YORK TIMES CO	29,533	$1.495M	0.3%	$50.62 *	$46.01	+4.6%	CL A	650111107
OMC	OMNICOM GROUP INC	20,031	$1.485M	0.3%	$74.14 *	$58.12	+8.1%	COM	681919106
HSY	HERSHEY CO	9,381	$1.484M	0.3%	$158.19 *	$134.06	+5.3%	COM	427866108
PGR	PROGRESSIVE CORP	15,300	$1.463M	0.3%	$95.62 *	$78.78	+8.5%	COM	743315103
MRNA	MODERNA INC	11,098	$1.453M	0.3%	$130.92	$144.91	-9.6%	COM	60770K107
KO	COCA COLA CO	27,450	$1.447M	0.3%	$52.71 *	$41.16	+11.1%	COM	191216100
SJM	SMUCKER J M CO	11,430	$1.446M	0.3%	$126.51 *	$100.50	+7.6%	COM NEW	832696405
V	VISA INC	6,789	$1.437M	0.3%	$211.67 *	$194.11	+5.4%	COM CL A	92826C839
MPC	MARATHON PETE CORP	25,727	$1.376M	0.3%	$53.48 *	$44.61	+6.4%	COM	56585A102
AVTR	AVANTOR INC	47,384	$1.371M	0.3%	$28.93	$28.87	+0.2%	COM	05352A100
LPX	LOUISIANA PAC CORP	24,523	$1.36M	0.3%	$55.46	$41.03	+35.2%	COM	546347105
GOOGL	ALPHABET INC	659	$1.359M	0.3%	$2062.22 *	$97.95	+4.5%	CAP STK CL A	02079K305
ORLY	OREILLY AUTOMOTIVE INC	2,665	$1.352M	0.3%	$507.32 *	$29.78	+13.6%	COM	67103H107
PEP	PEPSICO INC	9,491	$1.343M	0.3%	$141.50 *	$117.91	+3.6%	COM	713448108
DKS	DICKS SPORTING GOODS INC	17,569	$1.338M	0.3%	$76.16 *	$61.92	+6.3%	COM	253393102
STNE	STONECO LTD	21,716	$1.329M	0.3%	$61.20	$61.20	—	COM CL A	G85158106
CAH	CARDINAL HEALTH INC	21,870	$1.329M	0.3%	$60.77 *	$46.78	+16.0%	COM	14149Y108
SYY	SYSCO CORP	16,821	$1.324M	0.3%	$78.71 *	$68.07	+2.2%	COM	871829107
OGE	OGE ENERGY CORP	39,945	$1.293M	0.3%	$32.37	$31.52	+2.7%	COM	670837103
GM	GENERAL MTRS CO	22,168	$1.274M	0.3%	$57.47 *	$37.51	+47.8%	COM	37045V100
AVB	AVALONBAY CMNTYS INC	6,855	$1.265M	0.3%	$184.54 *	$147.80	+6.4%	COM	053484101
AEO	AMERICAN EAGLE OUTFITTERS IN	42,999	$1.257M	0.3%	$29.23 *	$22.31	+14.6%	COM	02553E106
VICI	VICI PPTYS INC	44,285	$1.251M	0.2%	$28.25 *	$20.94	+5.2%	COM	925652109
MPT	MEDICAL PPTYS TRUST INC	58,709	$1.249M	0.2%	$21.27	$20.84	—	COM	58463J304
OSK	OSHKOSH CORP	10,495	$1.245M	0.2%	$118.63 *	$81.09	+35.0%	COM	688239201
XEL	XCEL ENERGY INC	18,527	$1.232M	0.2%	$66.50 *	$55.59	+2.9%	COM	98389B100
WDAY	WORKDAY INC	4,937	$1.226M	0.2%	$248.33	$247.04	+0.6%	CL A	98138H101
PKG	PACKAGING CORP AMER	9,009	$1.212M	0.2%	$134.53 *	$117.61	-0.8%	COM	695156109
APA	APA CORPORATION	67,416	$1.207M	0.2%	$17.90 *	$16.01	-1.9%	COM	03743Q108
DIS	DISNEY WALT CO	6,541	$1.207M	0.2%	$184.53 *	$165.25	+9.1%	COM	254687106
PSX	PHILLIPS 66	14,746	$1.202M	0.2%	$81.51 *	$64.91	+4.5%	COM	718546104
DLTR	DOLLAR TREE INC	10,483	$1.2M	0.2%	$114.47	$107.44	+6.5%	COM	256746108
CNC	CENTENE CORP DEL	18,685	$1.194M	0.2%	$63.90	$62.57	+2.1%	COM	15135B101
SYF	SYNCHRONY FINANCIAL	29,264	$1.19M	0.2%	$40.66 *	$26.74	+36.5%	COM	87165B103
MCO	MOODYS CORP	3,852	$1.15M	0.2%	$298.55 *	$270.35	+6.2%	COM	615369105
AMZN	AMAZON COM INC	371	$1.148M	0.2%	$3094.34 *	$139.64	+10.8%	COM	023135106
TPR	TAPESTRY INC	27,750	$1.144M	0.2%	$41.23 *	$34.03	+7.0%	COM	876030107
CUBE	CUBESMART	30,109	$1.139M	0.2%	$37.83	$37.83	—	COM	229663109
—	NIELSEN HLDGS PLC	45,090	$1.134M	0.2%	$25.15	$18.71	—	SHS EUR	G6518L108
—	SVB FINANCIAL GROUP	2,241	$1.106M	0.2%	$493.53	$493.53	—	COM	78486Q101
SBNY	SIGNATURE BK NEW YORK N Y	4,814	$1.088M	0.2%	$226.01	$226.01	—	COM	82669G104
LYB	LYONDELLBASELL INDUSTRIES N	10,309	$1.073M	0.2%	$104.08 *	$70.80	+5.5%	SHS - A -	N53745100
MOH	MOLINA HEALTHCARE INC	4,585	$1.072M	0.2%	$233.81	$222.99	+4.8%	COM	60855R100
—	ZYNGA INC	104,814	$1.07M	0.2%	$10.21	$9.84	—	CL A	98986T108
EXPE	EXPEDIA GROUP INC	6,207	$1.068M	0.2%	$172.06	$152.66	+11.8%	COM NEW	30212P303
AES	AES CORP	38,348	$1.028M	0.2%	$26.81 *	$22.23	+1.0%	COM	00130H105
MDT	MEDTRONIC PLC	8,676	$1.025M	0.2%	$118.14 *	$101.70	+1.3%	SHS	G5960L103
OPTU	ALTICE USA INC	31,416	$1.022M	0.2%	$32.53	$34.83	-6.6%	CL A	02156K103
PCAR	PACCAR INC	10,985	$1.021M	0.2%	$92.94 *	$47.72	+8.1%	COM	693718108
ALLY	ALLY FINL INC	22,318	$1.009M	0.2%	$45.21 *	$32.17	+19.5%	COM	02005N100
LHX	L3HARRIS TECHNOLOGIES INC	4,920	$997K	0.2%	$202.64 *	$169.70	+8.5%	COM	502431109
UHS	UNIVERSAL HLTH SVCS INC	7,422	$990K	0.2%	$133.39 *	$129.20	+0.7%	CL B	913903100
EFX	EQUIFAX INC	5,435	$984K	0.2%	$181.05 *	$168.95	+3.7%	COM	294429105
ISRG	INTUITIVE SURGICAL INC	1,330	$983K	0.2%	$739.10 *	$251.58	-2.1%	COM NEW	46120E602
BWA	BORGWARNER INC	21,023	$975K	0.2%	$46.38 *	$36.30	+4.9%	COM	099724106
LMT	LOCKHEED MARTIN CORP	2,631	$972K	0.2%	$369.44 *	$299.96	+8.2%	COM	539830109
SWX	SOUTHWEST GAS HLDGS INC	14,042	$965K	0.2%	$68.72	$63.37	+8.4%	COM	844895102
NTRS	NORTHERN TR CORP	9,109	$957K	0.2%	$105.06 *	$79.61	+14.2%	COM	665859104
LUV	SOUTHWEST AIRLS CO	15,572	$951K	0.2%	$61.07 *	$40.91	+38.9%	COM	844741108
SPY	SPDR S&P 500 ETF TR	2,378	$942K	0.2%	$396.13	$385.64	+2.8%	TR UNIT	78462F103
PPL	PPL CORP	32,580	$940K	0.2%	$28.85 *	$22.43	+7.6%	COM	69351T106
WMB	WILLIAMS COS INC	39,491	$936K	0.2%	$23.70 *	$17.83	+5.6%	COM	969457100
SYK	STRYKER CORPORATION	3,811	$928K	0.2%	$243.51 *	$227.77	+1.8%	COM	863667101
—	L BRANDS INC	14,932	$924K	0.2%	$61.88	$61.88	—	COM	501797104
AXP	AMERICAN EXPRESS CO	6,488	$918K	0.2%	$141.49 *	$124.36	+7.4%	COM	025816109
—	VMWARE INC	6,071	$913K	0.2%	$150.39	$150.39	—	CL A COM	928563402
—	BLACKROCK INC	1,205	$909K	0.2%	$754.36	$743.30	—	COM	09247X101
CTRA	CABOT OIL & GAS CORP	48,208	$905K	0.2%	$18.77 *	$14.28	+2.1%	COM	127097103
RHI	ROBERT HALF INTL INC	11,539	$901K	0.2%	$78.08	$65.76	+18.7%	COM	770323103
TOL	TOLL BROTHERS INC	15,773	$895K	0.2%	$56.74	$52.34	+8.4%	COM	889478103
—	SKECHERS U S A INC	20,904	$872K	0.2%	$41.71	$41.71	—	CL A	830566105
KIM	KIMCO RLTY CORP	46,203	$866K	0.2%	$18.74 *	$10.54	+44.8%	COM	49446R109
—	HILL ROM HLDGS INC	7,832	$865K	0.2%	$110.44	$110.44	—	COM	431475102
RCL	ROYAL CARIBBEAN GROUP	10,064	$862K	0.2%	$85.65	$77.92	+8.0%	COM	V7780T103
GPC	GENUINE PARTS CO	7,397	$855K	0.2%	$115.59 *	$93.07	+9.1%	COM	372460105
BFAM	BRIGHT HORIZONS FAM SOL IN D	4,970	$852K	0.2%	$171.43	$164.77	+4.1%	COM	109194100
—	DISCOVER FINL SVCS	8,950	$850K	0.2%	$94.97	$94.97	—	COM	254709108
SCI	SERVICE CORP INTL	16,615	$848K	0.2%	$51.04	$50.08	+1.9%	COM	817565104
CPRT	COPART INC	7,727	$839K	0.2%	$108.58 *	$28.19	-3.7%	COM	217204106
BF/B	BROWN FORMAN CORP	12,156	$838K	0.2%	$68.94 *	$65.29	-3.9%	CL B	115637209
SSNC	SS&C TECHNOLOGIES HLDGS INC	11,974	$837K	0.2%	$69.90	$67.54	+3.4%	COM	78467J100
DOW	DOW INC	12,992	$831K	0.2%	$63.96 *	$37.31	+32.0%	COM	260557103
VSH	VISHAY INTERTECHNOLOGY INC	34,301	$826K	0.2%	$24.08 *	$21.20	+3.2%	COM	928298108
HAS	HASBRO INC	8,586	$825K	0.2%	$96.09 *	$78.13	+1.5%	COM	418056107
—	DISH NETWORK CORPORATION	22,734	$823K	0.2%	$36.20	$36.20	—	CL A	25470M109
AON	AON PLC	3,558	$819K	0.2%	$230.19 *	$212.41	+4.6%	SHS CL A	G0403H108
CB	CHUBB LIMITED	5,185	$819K	0.2%	$157.96 *	$150.25	-1.6%	COM	H1467J104
DOC	HEALTHPEAK PROPERTIES INC	25,383	$806K	0.2%	$31.75 *	$22.98	+7.3%	COM	42250P103
CMS	CMS ENERGY CORP	13,155	$805K	0.2%	$61.19 *	$49.54	+6.8%	COM	125896100
IWM	ISHARES TR	3,606	$797K	0.2%	$221.02	$218.34	+1.2%	RUSSELL 2000 ETF	464287655
—	SPIRIT AEROSYSTEMS HLDGS INC	16,138	$785K	0.2%	$48.64	$45.36	—	COM CL A	848574109
LEN	LENNAR CORP	7,622	$772K	0.2%	$101.29 *	$74.80	+22.2%	CL A	526057104
MUSA	MURPHY USA INC	5,315	$768K	0.2%	$144.50 *	$126.00	+12.0%	COM	626755102
LQD	ISHARES TR	5,900	$767K	0.2%	$130.00	$130.04	+0.0%	IBOXX INV CP ETF	464287242
BLMN	BLOOMIN BRANDS INC	28,186	$762K	0.2%	$27.03 *	$20.44	+11.6%	COM	094235108
TFC	TRUIST FINL CORP	13,016	$759K	0.2%	$58.31 *	$35.66	+30.4%	COM	89832Q109
BEN	FRANKLIN RESOURCES INC	25,568	$757K	0.2%	$29.61 *	$21.47	+9.3%	COM	354613101
BCO	BRINKS CO	9,476	$751K	0.1%	$79.25 *	$71.33	+5.0%	COM	109696104
EW	EDWARDS LIFESCIENCES CORP	8,938	$748K	0.1%	$83.69	$84.54	-1.1%	COM	28176E108
SGI	TEMPUR SEALY INTL INC	20,444	$747K	0.1%	$36.54	$32.37	+12.9%	COM	88023U101
EOG	EOG RES INC	10,288	$746K	0.1%	$72.51 *	$50.41	+13.7%	COM	26875P101
VCIT	VANGUARD SCOTTSDALE FDS	8,200	$745K	0.1%	$90.85 *	$92.00	+1.1%	INT-TERM CORP	92206C870
MGM	MGM RESORTS INTERNATIONAL	19,553	$743K	0.1%	$38.00	$25.72	+47.6%	COM	552953101
EMN	EASTMAN CHEM CO	6,685	$736K	0.1%	$110.10 *	$71.21	+30.6%	COM	277432100
ALB	ALBEMARLE CORP	4,958	$724K	0.1%	$146.03 *	$151.36	-8.8%	COM	012653101
XRAY	DENTSPLY SIRONA INC	11,278	$720K	0.1%	$63.84	$58.00	+10.0%	COM	24906P109
WWD	WOODWARD INC	5,957	$719K	0.1%	$120.70 *	$115.42	+1.3%	COM	980745103
SBAC	SBA COMMUNICATIONS CORP NEW	2,568	$713K	0.1%	$277.65 *	$247.14	+4.9%	CL A	78410G104
VMC	VULCAN MATLS CO	4,213	$711K	0.1%	$168.76 *	$155.90	+4.2%	COM	929160109
CUZ	COUSINS PPTYS INC	20,003	$707K	0.1%	$35.34	$35.34	—	COM NEW	222795502
GDDY	GODADDY INC	9,040	$702K	0.1%	$77.65	$80.48	-3.5%	CL A	380237107
FIVE	FIVE BELOW INC	3,659	$698K	0.1%	$190.76	$123.28	+54.8%	COM	33829M101
HUN	HUNTSMAN CORP	23,458	$676K	0.1%	$28.82	$19.67	+46.6%	COM	447011107
FANG	DIAMONDBACK ENERGY INC	9,159	$673K	0.1%	$73.48 *	$55.57	+7.7%	COM	25278X109
ORCL	ORACLE CORP	9,595	$673K	0.1%	$70.14 *	$56.36	+16.6%	COM	68389X105
—	SEAGEN INC	4,823	$670K	0.1%	$138.92	$147.65	—	COM	81181C104
NEE	NEXTERA ENERGY INC	8,725	$660K	0.1%	$75.64 *	$68.82	-2.8%	COM	65339F101
IRM	IRON MTN INC NEW	17,754	$657K	0.1%	$37.01 *	$24.20	+26.1%	COM	46284V101
APH	AMPHENOL CORP NEW	9,942	$656K	0.1%	$65.98 *	$31.03	+1.7%	CL A	032095101
—	APOLLO GLOBAL MGMT INC	13,905	$654K	0.1%	$47.03	$47.03	—	COM CL A	03768E105
MSI	MOTOROLA SOLUTIONS INC	3,450	$649K	0.1%	$188.12 *	$168.08	+5.7%	COM NEW	620076307
MSM	MSC INDL DIRECT INC	7,176	$647K	0.1%	$90.16	$85.20	+5.9%	CL A	553530106
—	BERRY GLOBAL GROUP INC	10,510	$645K	0.1%	$61.37	$61.37	—	COM	08579W103
BR	BROADRIDGE FINL SOLUTIONS IN	4,204	$644K	0.1%	$153.19 *	$135.98	+4.0%	COM	11133T103
—	SL GREEN RLTY CORP	9,106	$637K	0.1%	$69.95	$69.95	—	COM	78440X804
PPG	PPG INDS INC	4,224	$635K	0.1%	$150.33 *	$126.99	+7.7%	COM	693506107
CME	CME GROUP INC	3,094	$632K	0.1%	$204.27 *	$163.15	+4.0%	COM	12572Q105
EVRG	EVERGY INC	10,611	$632K	0.1%	$59.56 *	$44.68	+10.2%	COM	30034W106
—	ALTERYX INC	7,478	$620K	0.1%	$82.91	$82.91	—	COM CL A	02156B103
QRVO	QORVO INC	3,392	$620K	0.1%	$182.78	$122.63	+49.0%	COM	74736K101
DBX	DROPBOX INC	23,171	$618K	0.1%	$26.67	$24.06	+10.8%	CL A	26210C104
O	REALTY INCOME CORP	9,691	$615K	0.1%	$63.46 *	$46.24	+4.6%	COM	756109104
ROL	ROLLINS INC	17,717	$610K	0.1%	$34.43 *	$33.68	-3.8%	COM	775711104
ESS	ESSEX PPTY TR INC	2,236	$608K	0.1%	$271.91 *	$198.68	+15.6%	COM	297178105
XYZ	SQUARE INC	2,667	$606K	0.1%	$227.22	$76.56	+196.6%	CL A	852234103
HST	HOST HOTELS & RESORTS INC	35,600	$600K	0.1%	$16.85 *	$12.92	+7.8%	COM	44107P104
TRV	TRAVELERS COMPANIES INC	3,976	$598K	0.1%	$150.40 *	$133.15	+2.7%	COM	89417E109
NTAP	NETAPP INC	8,156	$593K	0.1%	$72.71 *	$54.39	+18.7%	COM	64110D104
—	QIAGEN NV	12,131	$591K	0.1%	$48.72	$48.72	—	SHS NEW	N72482123
CF	CF INDS HLDGS INC	13,011	$590K	0.1%	$45.35 *	$29.47	+39.1%	COM	125269100
UDR	UDR INC	13,435	$589K	0.1%	$43.84 *	$34.51	+6.1%	COM	902653104
SKT	TANGER FACTORY OUTLET CTRS I	38,698	$586K	0.1%	$15.14	$13.71	—	COM	875465106
DRI	DARDEN RESTAURANTS INC	4,119	$585K	0.1%	$142.02 *	$112.72	+7.9%	COM	237194105
—	WALGREENS BOOTS ALLIANCE INC	10,645	$584K	0.1%	$54.86	$54.86	—	COM	931427108
MKTX	MARKETAXESS HLDGS INC	1,170	$583K	0.1%	$498.29 *	$503.06	-6.6%	COM	57060D108
—	FLEETCOR TECHNOLOGIES INC	2,121	$570K	0.1%	$268.74	$268.74	—	COM	339041105
CMCSA	COMCAST CORP NEW	10,542	$570K	0.1%	$54.07 *	$46.15	+2.4%	CL A	20030N101
AEIS	ADVANCED ENERGY INDS	5,188	$566K	0.1%	$109.10	$106.37	+0.8%	COM	007973100
ELAN	ELANCO ANIMAL HEALTH INC	19,228	$566K	0.1%	$29.44	$30.75	-4.2%	COM	28414H103
—	COLFAX CORP	12,804	$561K	0.1%	$43.81	$43.81	—	COM	194014106
XYL	XYLEM INC	5,265	$554K	0.1%	$105.22 *	$95.79	+3.9%	COM	98419M100
INVH	INVITATION HOMES INC	17,286	$553K	0.1%	$31.99 *	$24.27	+13.7%	COM	46187W107
NEM	NEWMONT CORP	9,153	$552K	0.1%	$60.31 *	$51.26	+1.4%	COM	651639106
SON	SONOCO PRODS CO	8,646	$547K	0.1%	$63.27 *	$51.02	+4.2%	COM	835495102
ARW	ARROW ELECTRS INC	4,934	$547K	0.1%	$110.86	$103.95	+6.6%	COM	042735100
AMAT	APPLIED MATLS INC	4,094	$547K	0.1%	$133.61 *	$58.88	+117.7%	COM	038222105
MTB	M & T BK CORP	3,593	$545K	0.1%	$151.68 *	$126.15	+3.3%	COM	55261F104
CHRW	C H ROBINSON WORLDWIDE INC	5,701	$544K	0.1%	$95.42 *	$83.09	+2.6%	COM NEW	12541W209
UAL	UNITED AIRLS HLDGS INC	9,343	$538K	0.1%	$57.58	$31.69	+81.6%	COM	910047109
—	BLACK KNIGHT INC	7,257	$537K	0.1%	$74.00	$74.00	—	COM	09215C105
URBN	URBAN OUTFITTERS INC	14,335	$533K	0.1%	$37.18	$32.34	+15.0%	COM	917047102
HWM	HOWMET AEROSPACE INC	16,454	$529K	0.1%	$32.15	$28.40	+11.6%	COM	443201108
BIO	BIO RAD LABS INC	918	$524K	0.1%	$570.81	$592.18	-3.5%	CL A	090572207
—	NEW YORK CMNTY BANCORP INC	41,347	$522K	0.1%	$12.62	$12.62	—	COM	649445103
LYV	LIVE NATION ENTERTAINMENT IN	6,143	$520K	0.1%	$84.65	$80.50	+5.2%	COM	538034109
—	NUANCE COMMUNICATIONS INC	11,884	$519K	0.1%	$43.67	$43.67	—	COM	67020Y100
—	KELLOGG CO	8,024	$508K	0.1%	$63.31 *	$47.02	+7.0%	COM	487836108
BMRN	BIOMARIN PHARMACEUTICAL INC	6,716	$507K	0.1%	$75.49	$79.45	-5.0%	COM	09061G101
MTN	VAIL RESORTS INC	1,733	$505K	0.1%	$291.40	$291.14	+0.2%	COM	91879Q109
ALSN	ALLISON TRANSMISSION HLDGS I	12,322	$503K	0.1%	$40.82 *	$38.45	-1.6%	COM	01973R101
SPSB	SPDR SER TR	16,200	$501K	0.1%	$30.93	$31.00	+1.0%	PORTFOLIO SHORT	78464A474
—	TERMINIX GLOBAL HOLDINGS INC	10,461	$499K	0.1%	$47.70	$50.89	—	COM	88087E100
ABT	ABBOTT LABS	4,156	$498K	0.1%	$119.83 *	$108.63	+1.2%	COM	002824100
MCK	MCKESSON CORP	2,534	$494K	0.1%	$194.95 *	$177.34	+7.0%	COM	58155Q103
LII	LENNOX INTL INC	1,581	$493K	0.1%	$311.83 *	$272.88	+7.9%	COM	526107107
RSG	REPUBLIC SVCS INC	4,951	$492K	0.1%	$99.37 *	$87.87	+6.4%	COM	760759100
—	MARVELL TECHNOLOGY GROUP LTD	10,049	$492K	0.1%	$48.96	$48.33	—	ORD	G5876H105
NWS	NEWS CORP NEW	20,949	$491K	0.1%	$23.44 *	$20.74	+8.7%	CL B	65249B208
—	GENERAL ELECTRIC CO	37,331	$490K	0.1%	$13.13	$13.13	—	COM	369604103
CASY	CASEYS GEN STORES INC	2,265	$490K	0.1%	$216.34 *	$184.31	+13.9%	COM	147528103
VRTX	VERTEX PHARMACEUTICALS INC	2,280	$490K	0.1%	$214.91	$219.65	-2.2%	COM	92532F100
AMT	AMERICAN TOWER CORP NEW	2,044	$489K	0.1%	$239.24 *	$192.28	+7.4%	COM	03027X100
SR	SPIRE INC	6,593	$487K	0.1%	$73.87	$73.87	—	COM	84857L101
VIAV	VIAVI SOLUTIONS INC	30,965	$486K	0.1%	$15.70	$14.63	+7.3%	COM	925550105
ROST	ROSS STORES INC	4,041	$485K	0.1%	$120.02 *	$112.20	+1.3%	COM	778296103
FND	FLOOR & DECOR HLDGS INC	5,051	$482K	0.1%	$95.43	$97.38	-1.9%	CL A	339750101
LKQ	LKQ CORP	11,375	$482K	0.1%	$42.37 *	$26.47	+43.6%	COM	501889208
MOS	MOSAIC CO NEW	15,217	$481K	0.1%	$31.61 *	$26.57	+7.3%	COM	61945C103
UAA	UNDER ARMOUR INC	21,682	$480K	0.1%	$22.14	$20.89	+6.1%	CL A	904311107
AGNC	AGNC INVT CORP	28,652	$480K	0.1%	$16.75	$14.98	—	COM	00123Q104
WEN	WENDYS CO	23,522	$477K	0.1%	$20.28	$20.63	-1.8%	COM	95058W100
—	LIFE STORAGE INC	5,512	$474K	0.1%	$85.99	$85.99	—	COM	53223X107
—	NORDSTROM INC	12,473	$472K	0.1%	$37.84	$37.84	—	COM	655664100
—	ATLAS AIR WORLDWIDE HLDGS IN	7,795	$471K	0.1%	$60.42	$60.42	—	COM NEW	049164205
FLS	FLOWSERVE CORP	12,102	$470K	0.1%	$38.84 *	$29.90	+17.6%	COM	34354P105
—	HANESBRANDS INC	23,914	$470K	0.1%	$19.65	$19.65	—	COM	410345102
TREX	TREX CO INC	5,116	$468K	0.1%	$91.48	$94.04	-2.7%	COM	89531P105
MPWR	MONOLITHIC PWR SYS INC	1,309	$462K	0.1%	$352.94 *	$327.79	+4.1%	COM	609839105
CSL	CARLISLE COS INC	2,805	$462K	0.1%	$164.71 *	$145.09	+7.5%	COM	142339100
LEG	LEGGETT & PLATT INC	10,062	$459K	0.1%	$45.62	$44.51	+2.6%	COM	524660107
PCH	POTLATCHDELTIC CORPORATION	8,664	$458K	0.1%	$52.86	$52.86	—	COM	737630103
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	5,671	$443K	0.1%	$78.12 *	$71.61	+1.3%	CL A	192446102
MLM	MARTIN MARIETTA MATLS INC	1,305	$438K	0.1%	$335.63 *	$309.80	+5.2%	COM	573284106
GNTX	GENTEX CORP	12,099	$432K	0.1%	$35.71	$28.47	+25.3%	COM	371901109
IT	GARTNER INC	2,363	$431K	0.1%	$182.40	$173.86	+5.0%	COM	366651107
—	II-VI INC	6,286	$430K	0.1%	$68.41	$68.41	—	COM	902104108
MKC	MCCORMICK & CO INC	4,764	$425K	0.1%	$89.21 *	$80.22	+0.2%	COM NON VTG	579780206
FAF	FIRST AMERN FINL CORP	7,481	$424K	0.1%	$56.68 *	$46.04	+4.4%	COM	31847R102
EIX	EDISON INTL	7,228	$424K	0.1%	$58.66 *	$47.42	+0.2%	COM	281020107
RVTY	PERKINELMER INC	3,306	$424K	0.1%	$128.25	$137.00	-7.4%	COM	714046109
CL	COLGATE PALMOLIVE CO	5,301	$418K	0.1%	$78.85 *	$68.38	+3.0%	COM	194162103
JACK	JACK IN THE BOX INC	3,806	$418K	0.1%	$109.83	$74.77	+46.8%	COM	466367109
TT	TRANE TECHNOLOGIES PLC	2,506	$415K	0.1%	$165.60 *	$145.48	+7.2%	SHS	G8994E103
LAMR	LAMAR ADVERTISING CO NEW	4,372	$411K	0.1%	$94.01	$94.01	—	CL A	512816109
PNW	PINNACLE WEST CAP CORP	5,037	$410K	0.1%	$81.40 *	$64.96	+1.4%	COM	723484101
BKNG	BOOKING HOLDINGS INC	176	$410K	0.1%	$2329.55	$2185.19	+4.9%	COM	09857L108
LW	LAMB WESTON HLDGS INC	5,259	$407K	0.1%	$77.39 *	$72.74	-1.6%	COM	513272104
—	AMERICAN CAMPUS CMNTYS INC	9,384	$405K	0.1%	$43.16	$43.16	—	COM	024835100
FDS	FACTSET RESH SYS INC	1,304	$402K	0.1%	$308.28 *	$302.09	-2.3%	COM	303075105
FOXA	FOX CORP	10,933	$395K	0.1%	$36.13 *	$27.75	+22.6%	CL A COM	35137L105
ASH	ASHLAND GLOBAL HLDGS INC	4,437	$394K	0.1%	$88.80 *	$78.92	+3.1%	COM	044186104
ITW	ILLINOIS TOOL WKS INC	1,772	$393K	0.1%	$221.78 *	$170.04	+16.6%	COM	452308109
CBOE	CBOE GLOBAL MKTS INC	3,986	$393K	0.1%	$98.60 *	$91.73	+1.3%	COM	12503M108
WLY	WILEY JOHN & SONS INC	7,226	$392K	0.1%	$54.25 *	$43.08	+6.6%	CL A	968223206
—	SYNEOS HEALTH INC	5,160	$391K	0.1%	$75.78	$75.78	—	CL A	87166B102
—	AMCOR PLC	33,417	$390K	0.1%	$11.67 *	$9.32	+3.1%	ORD	G0250X107
—	SAGE THERAPEUTICS INC	5,162	$386K	0.1%	$74.78	$74.78	—	COM	78667J108
TSN	TYSON FOODS INC	5,185	$385K	0.1%	$74.25 *	$52.39	+22.7%	CL A	902494103
—	SYNOVUS FINL CORP	8,402	$384K	0.1%	$45.70	$45.70	—	COM NEW	87161C501
—	EQUITRANS MIDSTREAM CORP	46,984	$383K	0.1%	$8.15	$8.15	—	COM	294600101
GWW	GRAINGER W W INC	945	$379K	0.1%	$401.06 *	$366.83	+3.9%	COM	384802104
—	SEAGATE TECHNOLOGY PLC	4,941	$379K	0.1%	$76.71	$62.17	—	SHS	G7945M107
SNA	SNAP ON INC	1,640	$378K	0.1%	$230.49 *	$173.69	+17.5%	COM	833034101
DXC	DXC TECHNOLOGY CO	12,057	$377K	0.1%	$31.27	$27.43	+14.0%	COM	23355L106
BURL	BURLINGTON STORES INC	1,253	$374K	0.1%	$298.48	$271.73	+10.0%	COM	122017106
NFLX	NETFLIX INC	708	$369K	0.1%	$521.19 *	$53.04	-1.7%	COM	64110L106
OPLN	KAR AUCTION SVCS INC	24,542	$368K	0.1%	$14.99	$17.03	-11.9%	COM	48238T109
NCLH	NORWEGIAN CRUISE LINE HLDG L	13,208	$364K	0.1%	$27.56	$26.61	+3.7%	SHS	G66721104
CC	CHEMOURS CO	13,002	$363K	0.1%	$27.92 *	$22.37	+5.5%	COM	163851108
KMX	CARMAX INC	2,726	$362K	0.1%	$132.80	$121.72	+9.0%	COM	143130102
VFC	V F CORP	4,514	$361K	0.1%	$79.97	$79.91	+0.0%	COM	918204108
W	WAYFAIR INC	1,140	$359K	0.1%	$314.91	$295.08	+6.7%	CL A	94419L101
AYI	ACUITY BRANDS INC	2,176	$359K	0.1%	$164.98	$125.79	+29.4%	COM	00508Y102
ETR	ENTERGY CORP NEW	3,602	$358K	0.1%	$99.39 *	$42.67	-2.1%	COM	29364G103
CDW	CDW CORP	2,147	$356K	0.1%	$165.81 *	$123.09	+27.2%	COM	12514G108
G	GENPACT LIMITED	8,236	$353K	0.1%	$42.86 *	$37.06	+8.8%	SHS	G3922B107
DTE	DTE ENERGY CO	2,602	$346K	0.1%	$132.97 *	$89.25	+8.6%	COM	233331107
DDOG	DATADOG INC	4,131	$344K	0.1%	$83.27	$96.41	-13.6%	CL A COM	23804L103
—	HILLENBRAND INC	7,119	$340K	0.1%	$47.76	$47.76	—	COM	431571108
APOG	APOGEE ENTERPRISES INC	8,214	$336K	0.1%	$40.91 *	$33.93	+8.4%	COM	037598109
CE	CELANESE CORP DEL	2,234	$335K	0.1%	$149.96 *	$113.78	+21.3%	COM	150870103
PSA	PUBLIC STORAGE	1,354	$334K	0.1%	$246.68 *	$183.60	+9.3%	COM	74460D109
ACM	AECOM	5,192	$333K	0.1%	$64.14 *	$45.97	+34.1%	COM	00766T100
MO	ALTRIA GROUP INC	6,489	$332K	0.1%	$51.16 *	$30.41	+15.9%	COM	02209S103
IQV	IQVIA HLDGS INC	1,700	$328K	0.1%	$192.94	$187.75	+2.9%	COM	46266C105
HUM	HUMANA INC	779	$327K	0.1%	$419.77 *	$381.33	+5.2%	COM	444859102
IJH	ISHARES TR	1,257	$327K	0.1%	$260.14 *	$49.94	+4.2%	CORE S&P MCP ETF	464287507
ZS	ZSCALER INC	1,897	$326K	0.1%	$171.85	$198.66	-13.6%	COM	98980G102
ST	SENSATA TECHNOLOGIES HLDG PL	5,562	$322K	0.1%	$57.89	$57.66	+0.5%	SHS	G8060N102
ZD	J2 GLOBAL INC	2,668	$320K	0.1%	$119.94 *	$94.14	+10.7%	COM	48123V102
TXT	TEXTRON INC	5,648	$317K	0.1%	$56.13	$50.40	+10.7%	COM	883203101
CRUS	CIRRUS LOGIC INC	3,732	$316K	0.1%	$84.67	$68.28	+24.2%	COM	172755100
ENPH	ENPHASE ENERGY INC	1,948	$316K	0.1%	$162.22	$179.51	-9.7%	COM	29355A107
MIDD	MIDDLEBY CORP	1,909	$316K	0.1%	$165.53	$147.22	+12.6%	COM	596278101
UBER	UBER TECHNOLOGIES INC	5,795	$316K	0.1%	$54.53	$44.81	+21.6%	COM	90353T100
LEA	LEAR CORP	1,736	$315K	0.1%	$181.45 *	$150.73	+7.7%	COM NEW	521865204
LVS	LAS VEGAS SANDS CORP	5,153	$313K	0.1%	$60.74 *	$45.43	+27.7%	COM	517834107
RGA	REINSURANCE GRP OF AMERICA I	2,476	$312K	0.1%	$126.01	$118.86	+6.0%	COM NEW	759351604
BKE	BUCKLE INC	7,953	$312K	0.1%	$39.23 *	$22.30	+4.3%	COM	118440106
HOG	HARLEY DAVIDSON INC	7,697	$309K	0.1%	$40.15	$26.94	+48.9%	COM	412822108
INCY	INCYTE CORP	3,791	$308K	0.1%	$81.25	$85.35	-4.8%	COM	45337C102
KSS	KOHLS CORP	5,166	$308K	0.1%	$59.62	$51.34	+16.1%	COM	500255104
HEI	HEICO CORP NEW	2,434	$306K	0.1%	$125.72	$128.49	-2.1%	COM	422806109
SEM	SELECT MED HLDGS CORP	8,967	$306K	0.1%	$34.13 *	$15.10	+12.1%	COM	81619Q105
CBRL	CRACKER BARREL OLD CTRY STOR	1,762	$305K	0.1%	$173.10 *	$124.87	+13.5%	COM	22410J106
BYND	BEYOND MEAT INC	2,312	$301K	0.1%	$130.19	$147.03	-11.5%	COM	08862E109
SPGI	S&P GLOBAL INC	841	$297K	0.1%	$353.15 *	$319.59	+6.2%	COM	78409V104
LYFT	LYFT INC	4,690	$296K	0.1%	$63.11	$55.82	+13.2%	CL A COM	55087P104
—	ASPEN TECHNOLOGY INC	2,041	$295K	0.1%	$144.54	$144.54	—	COM	045327103
SIG	SIGNET JEWELERS LIMITED	5,066	$294K	0.1%	$58.03 *	$24.21	+126.8%	SHS	G81276100
GNRC	GENERAC HLDGS INC	890	$291K	0.1%	$326.97	$294.70	+11.1%	COM	368736104
NXPI	NXP SEMICONDUCTORS N V	1,439	$290K	0.1%	$201.53 *	$167.49	+10.5%	COM	N6596X109
CLX	CLOROX CO DEL	1,490	$287K	0.1%	$192.62 *	$165.03	+0.3%	COM	189054109
BFH	ALLIANCE DATA SYSTEMS CORP	2,553	$286K	0.1%	$112.03 *	$65.89	+24.7%	COM	018581108
TRMB	TRIMBLE INC	3,672	$286K	0.1%	$77.89	$72.23	+7.7%	COM	896239100
ORI	OLD REP INTL CORP	12,912	$282K	0.1%	$21.84 *	$13.58	+9.8%	COM	680223104
NRG	NRG ENERGY INC	7,456	$281K	0.1%	$37.69 *	$27.85	+17.9%	COM NEW	629377508
ULTA	ULTA BEAUTY INC	903	$279K	0.1%	$308.97	$252.99	+22.2%	COM	90384S303
—	PROOFPOINT INC	2,207	$278K	0.1%	$125.96	$125.96	—	COM	743424103
MXL	MAXLINEAR INC	8,094	$276K	0.1%	$34.10	$35.67	-4.5%	COM	57776J100
MAA	MID-AMER APT CMNTYS INC	1,894	$273K	0.1%	$144.14 *	$115.20	+6.2%	COM	59522J103
EWJ	ISHARES INC	3,955	$271K	0.1%	$68.52	$69.26	-1.1%	MSCI JPN ETF NEW	46434G822
—	SIX FLAGS ENTMT CORP NEW	5,832	$271K	0.1%	$46.47	$46.47	—	COM	83001A102
AEE	AMEREN CORP	3,315	$270K	0.1%	$81.45 *	$64.84	+9.2%	COM	023608102
—	M D C HLDGS INC	4,544	$270K	0.1%	$59.42	$59.42	—	COM	552676108
DCI	DONALDSON INC	4,630	$269K	0.1%	$58.10 *	$55.33	-2.6%	COM	257651109
MTZ	MASTEC INC	2,869	$269K	0.1%	$93.76	$85.57	+9.5%	COM	576323109
DOCU	DOCUSIGN INC	1,323	$268K	0.1%	$202.57	$231.90	-12.7%	COM	256163106
STLD	STEEL DYNAMICS INC	5,232	$266K	0.1%	$50.84 *	$38.96	+21.0%	COM	858119100
—	ANNALY CAPITAL MANAGEMENT IN	30,796	$265K	0.1%	$8.61	$8.61	—	COM	035710409
RRC	RANGE RES CORP	25,505	$263K	0.1%	$10.31	$9.71	+6.4%	COM	75281A109
—	STERICYCLE INC	3,874	$262K	0.1%	$67.63	$67.63	—	COM	858912108
PVH	PVH CORPORATION	2,444	$258K	0.1%	$105.56	$98.06	+7.0%	COM	693656100
IP	INTERNATIONAL PAPER CO	4,775	$258K	0.1%	$54.03 *	$39.42	+5.8%	COM	460146103
CORP	PIMCO ETF TR	2,300	$252K	0.1%	$109.57	$110.80	+0.6%	INV GRD CRP BD	72201R817
SPIB	SPDR SER TR	7,100	$250K	0.0%	$35.21 *	$35.57	+1.9%	PORTFOLIO INTRMD	78464A375
USIG	ISHARES TR	4,300	$250K	0.0%	$58.14	$58.53	+0.9%	USD INV GRDE ETF	464288620
AGGY	WISDOMTREE TR	4,700	$249K	0.0%	$52.98 *	$53.15	-3.7%	YIELD ENHANCD US	97717X511
VLO	VALERO ENERGY CORP	3,483	$249K	0.0%	$71.49 *	$57.19	+5.9%	COM	91913Y100
PANW	PALO ALTO NETWORKS INC	770	$248K	0.0%	$322.08 *	$59.44	-9.7%	COM	697435105
QLTA	ISHARES TR	4,400	$247K	0.0%	$56.14	$56.58	-2.0%	A RATE CP BD ETF	46429B291
MDU	MDU RES GROUP INC	7,787	$246K	0.0%	$31.59 *	$9.46	+10.8%	COM	552690109
BOOT	BOOT BARN HLDGS INC	3,943	$246K	0.0%	$62.39	$58.69	+6.2%	COM	099406100
NGVT	INGEVITY CORP	3,247	$245K	0.0%	$75.45	$72.80	+3.7%	COM	45688C107
—	HEALTHCARE TR AMER INC	8,725	$241K	0.0%	$27.62	$27.62	—	CL A NEW	42225P501
TTMI	TTM TECHNOLOGIES INC	16,466	$239K	0.0%	$14.51	$11.70	+24.0%	COM	87305R109
HE	HAWAIIAN ELEC INDUSTRIES	5,326	$237K	0.0%	$44.50	$35.37	+25.6%	COM	419870100
ETSY	ETSY INC	1,163	$235K	0.0%	$202.06	$209.31	-3.6%	COM	29786A106
ARMK	ARAMARK	6,168	$233K	0.0%	$37.78 *	$25.80	-0.3%	COM	03852U106
GO	GROCERY OUTLET HLDG CORP	6,264	$231K	0.0%	$36.88	$38.84	-5.0%	COM	39874R101
SSP	SCRIPPS E W CO OHIO	11,987	$231K	0.0%	$19.27 *	$13.84	+4.7%	CL A NEW	811054402
—	RETAIL PPTYS AMER INC	21,903	$230K	0.0%	$10.50	$10.50	—	CL A	76131V202
BRKR	BRUKER CORP	3,577	$230K	0.0%	$64.30	$59.13	+7.0%	COM	116794108
MAR	MARRIOTT INTL INC NEW	1,541	$228K	0.0%	$147.96 *	$131.67	+8.5%	CL A	571903202
FHN	FIRST HORIZON CORPORATION	13,426	$227K	0.0%	$16.91 *	$13.32	+7.6%	COM	320517105
—	PREMIER INC	6,670	$226K	0.0%	$33.88	$33.88	—	CL A	74051N102
EWBC	EAST WEST BANCORP INC	3,046	$225K	0.0%	$73.87 *	$59.89	+8.7%	COM	27579R104
LUMN	LUMEN TECHNOLOGIES INC	16,670	$223K	0.0%	$13.38 *	$10.83	+8.8%	COM	550241103
JBHT	HUNT J B TRANS SVCS INC	1,296	$218K	0.0%	$168.21 *	$143.89	+11.8%	COM	445658107
WAFD	WASHINGTON FED INC	7,041	$217K	0.0%	$30.82 *	$25.38	+3.3%	COM	938824109
FCPT	FOUR CORNERS PPTY TR INC	7,864	$215K	0.0%	$27.34	$27.34	—	COM	35086T109
GRMN	GARMIN LTD	1,627	$215K	0.0%	$132.15 *	$88.79	+33.9%	SHS	H2906T109
TTD	THE TRADE DESK INC	324	$211K	0.0%	$651.23 *	$77.28	-15.7%	COM CL A	88339J105
MTH	MERITAGE HOMES CORP	2,295	$211K	0.0%	$91.94 *	$43.33	+6.1%	COM	59001A102
—	TRIUMPH GROUP INC NEW	11,425	$210K	0.0%	$18.38	$18.38	—	COM	896818101
ADC	AGREE REALTY CORP	3,126	$210K	0.0%	$67.18	$67.18	—	COM	008492100
—	SOUTH JERSEY INDS INC	9,293	$210K	0.0%	$22.60	$21.58	—	COM	838518108
ROK	ROCKWELL AUTOMATION INC	783	$208K	0.0%	$265.64 *	$234.60	+4.3%	COM	773903109
SPOT	SPOTIFY TECHNOLOGY S A	771	$207K	0.0%	$268.48	$311.72	-14.0%	SHS	L8681T102
PHM	PULTE GROUP INC	3,901	$205K	0.0%	$52.55 *	$44.49	+12.6%	COM	745867101
FLR	FLUOR CORP NEW	8,851	$204K	0.0%	$23.05	$19.43	+18.8%	COM	343412102
KDP	KEURIG DR PEPPER INC	5,948	$204K	0.0%	$34.30 *	$28.61	+6.5%	COM	49271V100
WAL	WESTERN ALLIANCE BANCORP	2,149	$203K	0.0%	$94.46 *	$43.67	+95.0%	COM	957638109
EXP	EAGLE MATLS INC	1,495	$201K	0.0%	$134.45 *	$117.87	+10.9%	COM	26969P108
MHK	MOHAWK INDS INC	1,040	$200K	0.0%	$192.31	$166.65	+15.4%	COM	608190104
GTES	GATES INDUSTRIAL CORPRATIN P	12,089	$193K	0.0%	$15.96	$15.46	+3.4%	ORD SHS	G39108108
—	GRAFTECH INTL LTD	14,840	$181K	0.0%	$12.20	$12.20	—	COM	384313508
M	MACYS INC	11,198	$181K	0.0%	$16.16	$15.27	+6.0%	COM	55616P104
—	ENDO INTL PLC	23,414	$173K	0.0%	$7.39	$5.39	—	SHS	G30401106
—	SITE CTRS CORP	12,213	$166K	0.0%	$13.59	$13.59	—	COM	82981J109
GEO	GEO GROUP INC NEW	19,893	$154K	0.0%	$7.74	$8.16	-4.9%	COM	36162J106
MTG	MGIC INVT CORP WIS	10,198	$141K	0.0%	$13.83	$12.75	+8.6%	COM	552848103
—	MARATHON OIL CORP	11,747	$125K	0.0%	$10.64	$6.67	—	COM	565849106
WT	WISDOMTREE INVTS INC	10,528	$66,000	0.0%	$6.27	$4.25	+47.0%	COM	97717P104
—	SPECTRUM PHARMACEUTICALS INC	11,876	$39,000	0.0%	$3.28	$4.60	—	COM	84763A108