Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	APPLE INC	2,390,592	$317M	2.2%	$132.69 *	$89.66	+44.1%	COM	037833100
DIS	WALT DISNEY CO	1,588,970	$288M	2.0%	$181.18 *	$116.97	+51.3%	COM DISNEY	254687106
NVDA	NVIDIA CORP	526,507	$275M	1.9%	$522.20 *	$4.60	+183.2%	COM	67066G104
AMZN	AMAZON.COM INC	76,400	$249M	1.8%	$3256.92 *	$121.96	+33.5%	COM	023135106
META	FACEBOOK INC-A	862,900	$236M	1.7%	$273.16	$170.26	+59.3%	CL A	30303M102
PG	PROCTER & GAMBLE	1,664,427	$232M	1.6%	$139.14 *	$84.91	+44.6%	COM	742718109
MA	MASTERCARD INC-A	643,792	$230M	1.6%	$356.94 *	$211.84	+63.8%	CL A	57636Q104
PYPL	PAYPAL HOLDINGS	980,699	$230M	1.6%	$234.20	$92.10	+153.7%	COM	70450Y103
MSFT	MICROSOFT CORP	1,019,111	$227M	1.6%	$222.42 *	$82.86	+157.6%	COM	594918104
V	VISA INC-CLASS A	988,276	$216M	1.5%	$218.73 *	$137.92	+52.9%	COM CL A	92826C839
ADBE	ADOBE INC	424,374	$212M	1.5%	$500.12	$252.25	+98.3%	COM	00724F101
HD	HOME DEPOT INC	786,034	$209M	1.5%	$265.62 *	$163.59	+43.8%	COM	437076102
VZ	VERIZON COMMUNIC	3,441,400	$202M	1.4%	$58.75 *	$40.82	+6.7%	COM	92343V104
JNJ	JOHNSON&JOHNSON	1,255,885	$198M	1.4%	$157.38 *	$108.83	+25.5%	COM	478160104
KO	COCA-COLA CO/THE	3,587,068	$197M	1.4%	$54.84 *	$40.07	+17.7%	COM	191216100
MRK	MERCK & CO	2,232,199	$183M	1.3%	$81.80 *	$58.75	+13.4%	COM	58933Y105
PEP	PEPSICO INC	1,222,969	$181M	1.3%	$148.30 *	$98.70	+28.8%	COM	713448108
ABT	ABBOTT LABS	1,552,000	$170M	1.2%	$109.49 *	$82.36	+21.5%	COM	002824100
CSCO	CISCO SYSTEMS	3,732,491	$167M	1.2%	$44.75 *	$36.93	+4.0%	COM	17275R102
ABBV	ABBVIE INC	1,554,404	$167M	1.2%	$107.15 *	$59.53	+48.1%	COM	00287Y109
CRM	SALESFORCE.COM	741,612	$165M	1.2%	$222.53	$138.99	+58.2%	COM	79466L302
INTC	INTEL CORP	3,104,005	$155M	1.1%	$49.82 *	$39.80	+13.2%	COM	458140100
ACN	ACCENTURE PLC-A	558,866	$146M	1.0%	$261.21 *	$153.45	+58.4%	SHS CLASS A	G1151C101
—	MEDTRONIC PLC	1,180,000	$138M	1.0%	$117.14	$92.25	—	COM	585055106
TXN	TEXAS INSTRUMENT	821,984	$135M	1.0%	$164.13 *	$87.57	+62.6%	COM	882508104
NEE	NEXTERA ENERGY	1,721,328	$133M	0.9%	$77.15 *	$59.31	+14.5%	COM	65339F101
LLY	ELI LILLY & CO	757,588	$128M	0.9%	$168.84 *	$98.54	+62.6%	COM	532457108
ORCL	ORACLE CORP	1,976,133	$128M	0.9%	$64.69 *	$45.86	+31.6%	COM	68389X105
UNP	UNION PAC CORP	607,479	$126M	0.9%	$208.22 *	$129.64	+43.6%	COM	907818108
—	LINDE PLC	469,561	$124M	0.9%	$263.51	$164.77	—	COM	G5494J103
BMY	BRISTOL-MYER SQB	1,986,854	$123M	0.9%	$62.03 *	$41.37	+23.0%	COM	110122108
GOOG	ALPHABET INC-C	68,889	$121M	0.9%	$1751.88 *	$49.44	+75.9%	STK CL C	02079K107
AMGN	AMGEN INC	519,092	$119M	0.8%	$229.92 *	$154.30	+27.3%	COM	031162100
GOOGL	ALPHABET INC-A	67,293	$118M	0.8%	$1752.63 *	$50.15	+73.4%	STK CL A	02079K305
SBUX	STARBUCKS CORP	1,033,000	$111M	0.8%	$106.98 *	$70.09	+36.4%	COM	855244109
LOW	LOWE'S COS INC	674,545	$108M	0.8%	$160.51 *	$88.03	+66.3%	COM	548661107
UPS	UNITED PARCEL-B	617,899	$104M	0.7%	$168.40 *	$85.47	+60.3%	CL B	911312106
SHOP	SHOPIFY INC - A	91,994	$104M	0.7%	$1128.19 *	$27.66	+309.2%	CL A	82509L107
IBM	IBM	781,910	$98.43M	0.7%	$125.88 *	$96.20	+1.7%	COM	459200101
—	BLACKROCK INC	134,186	$96.82M	0.7%	$721.54	$439.91	—	COM	09247X101
NOW	SERVICENOW INC	167,088	$91.97M	0.6%	$550.43 *	$44.17	+149.2%	COM	81762P102
TD	TORONTO-DOM BANK	1,594,371	$90M	0.6%	$56.45	$55.88	+1.0%	COM	891160509
MMM	3M CO	506,630	$88.55M	0.6%	$174.79 *	$119.00	+2.1%	COM	88579Y101
CAT	CATERPILLAR INC	484,128	$88.12M	0.6%	$182.02 *	$107.68	+53.7%	COM	149123101
INTU	INTUIT INC	229,305	$87.1M	0.6%	$379.85 *	$217.15	+69.5%	COM	461202103
BKNG	BOOKING HOLDINGS	36,202	$80.63M	0.6%	$2227.25	$1827.08	+19.9%	COM	09857L108
TGT	TARGET CORP	445,976	$78.73M	0.6%	$176.53 *	$70.22	+118.8%	COM	87612E106
CVS	CVS HEALTH CORP	1,147,800	$78.39M	0.6%	$68.30 *	$49.42	+17.5%	COM	126650100
MU	MICRON TECH	980,800	$73.74M	0.5%	$75.18 *	$46.26	+58.6%	COM	595112103
AXP	AMERICAN EXPRESS	604,512	$73.09M	0.5%	$120.91 *	$98.10	+15.6%	COM	025816109
TJX	TJX COS INC	1,061,052	$72.46M	0.5%	$68.29 *	$47.02	+34.9%	COM	872540109
SPGI	S&P GLOBAL INC	215,078	$70.7M	0.5%	$328.73 *	$195.85	+61.0%	COM	78409V104
WMT	WALMART INC	489,500	$70.56M	0.5%	$144.15 *	$38.27	+17.3%	COM	931142103
AMAT	APPLIED MATERIAL	808,762	$69.8M	0.5%	$86.30 *	$39.27	+110.5%	COM	038222105
ZTS	ZOETIS INC	417,803	$69.15M	0.5%	$165.50 *	$94.52	+67.4%	CL A	98978V103
CNI	CAN NATL RAILWAY	629,360	$69.13M	0.5%	$109.84 *	$76.08	+31.3%	COM	136375102
CI	CIGNA CORP	327,844	$68.25M	0.5%	$208.18 *	$147.00	+29.6%	COM	125523100
XYZ	SQUARE INC - A	312,400	$67.99M	0.5%	$217.64	$79.54	+173.6%	CL A	852234103
ADP	AUTOMATIC DATA	379,965	$66.95M	0.5%	$176.20 *	$125.10	+27.0%	COM	053015103
MELI	MERCADOLIBRE INC	39,225	$65.71M	0.5%	$1675.21	$465.00	+260.3%	COM	58733R102
GILD	GILEAD SCIENCES	1,111,255	$64.74M	0.5%	$58.26 *	$51.84	-7.2%	COM	375558103
—	ACTIVISION BLIZZ	678,300	$62.98M	0.4%	$92.85	$76.29	—	COM	00507V109
CSX	CSX CORP	680,161	$61.72M	0.4%	$90.75 *	$20.11	+40.7%	COM	126408103
CL	COLGATE-PALMOLIV	716,919	$61.3M	0.4%	$85.51 *	$58.50	+29.9%	COM	194162103
CB	CHUBB LTD	397,970	$61.26M	0.4%	$153.92 *	$125.62	+14.2%	COM	H1467J104
—	LAM RESEARCH	128,184	$60.54M	0.4%	$472.27	$178.70	—	COM	512807108
BDX	BECTON DICKINSON	239,504	$59.93M	0.4%	$250.22 *	$207.87	+8.3%	COM	075887109
ADSK	AUTODESK INC	194,000	$59.23M	0.4%	$305.34	$198.33	+54.0%	COM	052769106
FISV	FISERV INC	508,900	$57.94M	0.4%	$113.86	$100.80	+13.0%	COM	337738108
CME	CME GROUP INC	315,679	$57.47M	0.4%	$182.05 *	$142.64	+5.6%	COM	12572Q105
ITW	ILLINOIS TOOL WO	281,629	$57.42M	0.4%	$203.88 *	$120.89	+50.2%	COM	452308109
PNC	PNC FINANCIAL SE	382,609	$57.01M	0.4%	$149.00 *	$100.85	+23.3%	COM	693475105
TFC	TRUIST FINANCIAL	1,183,000	$56.7M	0.4%	$47.93 *	$35.12	+7.9%	COM	89832Q109
ICE	INTERCONTINENTAL	487,100	$56.16M	0.4%	$115.29 *	$75.72	+42.8%	COM	45866F104
D	DOMINION ENERGY	739,800	$55.63M	0.4%	$75.20 *	$60.00	+0.6%	COM	25746U109
CVX	CHEVRON CORP	648,400	$54.76M	0.4%	$84.45 *	$69.67	-2.0%	COM	166764100
VRTX	VERTEX PHARM	229,200	$54.17M	0.4%	$236.34	$170.44	+38.7%	COM	92532F100
NSC	NORFOLK SOUTHERN	226,560	$53.83M	0.4%	$237.61 *	$144.07	+48.6%	COM	655844108
SHW	SHERWIN-WILLIAMS	73,012	$53.66M	0.4%	$734.91 *	$140.45	+66.8%	COM	824348106
APD	AIR PRODS & CHEM	195,172	$53.32M	0.4%	$273.22 *	$159.29	+51.5%	COM	009158106
EL	ESTEE LAUDER	196,578	$52.33M	0.4%	$266.19 *	$142.88	+73.4%	CL A	518439104
MRSH	MARSH & MCLENNAN	443,488	$51.89M	0.4%	$117.00 *	$80.52	+34.3%	COM	571748102
PGR	PROGRESSIVE CORP	514,873	$50.91M	0.4%	$98.88 *	$54.98	+53.2%	COM	743315103
EW	EDWARDS LIFE	553,390	$50.48M	0.4%	$91.23	$66.85	+36.5%	COM	28176E108
ECL	ECOLAB INC	223,954	$48.45M	0.3%	$216.36 *	$157.27	+30.3%	COM	278865100
ADI	ANALOG DEVICES	325,925	$48.15M	0.3%	$147.73 *	$86.04	+57.3%	COM	032654105
HUM	HUMANA INC	116,112	$47.64M	0.3%	$410.27 *	$272.99	+43.6%	COM	444859102
WM	WASTE MANAGEMENT	371,900	$43.86M	0.3%	$117.93 *	$93.85	+16.1%	COM	94106L109
ETN	EATON CORP PLC	362,014	$43.49M	0.3%	$120.14 *	$68.01	+62.8%	SHS	G29183103
EMR	EMERSON ELEC CO	535,800	$43.06M	0.3%	$80.37 *	$50.45	+43.6%	COM	291011104
MCO	MOODY'S CORP	147,672	$42.86M	0.3%	$290.24 *	$163.10	+70.7%	COM	615369105
NEM	NEWMONT CORP	709,580	$42.5M	0.3%	$59.89 *	$29.82	+71.5%	COM	651639106
—	CANADIAN PACIFIC	119,760	$41.51M	0.3%	$346.57	$166.37	—	COM	13645T100
KMB	KIMBERLY-CLARK	300,867	$40.56M	0.3%	$134.83 *	$98.73	+13.7%	COM	494368103
ROP	ROPER TECHNOLOGI	92,945	$40.07M	0.3%	$431.08 *	$297.96	+40.3%	COM	776696106
CTSH	COGNIZANT TECH-A	480,537	$39.38M	0.3%	$81.95 *	$59.23	+28.1%	CL A	192446102
COP	CONOCOPHILLIPS	946,805	$37.86M	0.3%	$39.99 *	$46.54	-28.2%	COM	20825C104
LULU	LULULEMON ATH	108,361	$37.71M	0.3%	$348.02	$159.00	+118.9%	COM	550021109
IDXX	IDEXX LABS	74,760	$37.37M	0.3%	$499.87	$230.71	+116.7%	COM	45168D104
BIIB	BIOGEN INC	152,408	$37.32M	0.3%	$244.86	$273.73	-10.5%	COM	09062X103
REGN	REGENERON PHARM	76,100	$36.76M	0.3%	$483.10	$564.57	-14.9%	COM	75886F107
EA	ELECTRONIC ARTS	253,600	$36.42M	0.3%	$143.60 *	$93.44	+49.6%	COM	285512109
DOW	DOW INC	649,520	$36.05M	0.3%	$55.50 *	$34.84	+21.4%	COM	260557103
EXC	EXELON CORP	853,253	$36.02M	0.3%	$42.22 *	$24.63	+2.4%	COM	30161N101
—	TE CONNECTIVITY	292,553	$35.42M	0.3%	$121.07	$79.75	—	REG SHS	H84989104
TWLO	TWILIO INC - A	103,600	$35.07M	0.2%	$338.49	$134.86	+151.0%	CL A	90138F102
EBAY	EBAY INC	697,200	$35.03M	0.2%	$50.25 *	$38.66	+19.1%	COM	278642103
ALGN	ALIGN TECHNOLOGY	65,538	$35.02M	0.2%	$534.38	$217.77	+145.4%	COM	016255101
APH	AMPHENOL CORP-A	261,014	$34.13M	0.2%	$130.77 *	$20.33	+53.6%	CL A	032095101
CDNS	CADENCE DESIGN	245,337	$33.47M	0.2%	$136.43	$54.27	+151.4%	COM	127387108
CM	CAN IMPL BK COMM	390,088	$33.29M	0.2%	$85.34 *	$29.62	+16.3%	COM	136069101
SRE	SEMPRA ENERGY	255,925	$32.61M	0.2%	$127.41 *	$49.93	+8.8%	COM	816851109
A	AGILENT TECH INC	272,175	$32.25M	0.2%	$118.49 *	$64.96	+76.3%	COM	00846U101
CMG	CHIPOTLE MEXICAN	23,100	$32.03M	0.2%	$1386.71 *	$18.61	+49.0%	COM	169656105
SYY	SYSCO CORP	423,100	$31.42M	0.2%	$74.26 *	$57.26	+13.2%	COM	871829107
TRV	TRAVELERS COS IN	223,247	$31.34M	0.2%	$140.37 *	$115.20	+10.2%	COM	89417E109
TROW	T ROWE PRICE GRP	206,733	$31.3M	0.2%	$151.39 *	$76.30	+59.3%	COM	74144T108
GIS	GENERAL MILLS IN	529,713	$31.15M	0.2%	$58.80 *	$39.34	+25.8%	COM	370334104
—	XILINX INC	217,921	$30.89M	0.2%	$141.77	$82.28	—	COM	983919101
XEL	XCEL ENERGY INC	459,455	$30.63M	0.2%	$66.67 *	$44.55	+27.7%	COM	98389B100
PH	PARKER HANNIFIN	112,374	$30.61M	0.2%	$272.40 *	$149.10	+70.9%	COM	701094104
ALL	ALLSTATE CORP	277,573	$30.51M	0.2%	$109.93 *	$80.56	+20.7%	COM	020002101
TT	TRANE TECHNOLOGI	208,773	$30.3M	0.2%	$145.16 *	$93.95	+45.0%	SHS	G8994E103
MFC	MANULIFE FIN	1,703,637	$30.29M	0.2%	$17.78	$17.26	+3.3%	COM	56501R106
IQV	IQVIA HOLDINGS I	168,853	$30.25M	0.2%	$179.17	$133.50	+34.2%	COM	46266C105
—	IHS MARKIT LTD	332,655	$29.88M	0.2%	$89.83	$54.17	—	SHS	G47567105
CMI	CUMMINS INC	131,503	$29.86M	0.2%	$227.10 *	$126.90	+58.5%	COM	231021106
PPG	PPG INDS INC	206,470	$29.78M	0.2%	$144.22 *	$96.07	+36.0%	COM	693506107
BK	BANK NY MELLON	701,616	$29.78M	0.2%	$42.44 *	$37.90	-3.1%	COM	064058100
DXCM	DEXCOM	80,200	$29.65M	0.2%	$369.71 *	$36.47	+153.4%	COM	252131107
—	APTIV PLC	223,600	$29.13M	0.2%	$130.29	$82.11	—	SHS	G6095L109
VRSK	VERISK ANALYTI	135,700	$28.17M	0.2%	$207.58 *	$152.90	+31.5%	CL A	92345Y106
—	MARVELL TECH GRP	585,832	$27.85M	0.2%	$47.54	$21.05	—	ORD	G5876H105
CTAS	CINTAS CORP	77,700	$27.46M	0.2%	$353.45 *	$55.38	+52.4%	COM	172908105
—	ANSYS INC	75,241	$27.37M	0.2%	$363.79	$173.14	—	COM	03662Q105
HLT	HILTON WORLDWIDE	244,381	$27.19M	0.2%	$111.26	$80.39	+36.7%	COM	43300A203
PRU	PRUDENTL FINL	347,692	$27.14M	0.2%	$78.07 *	$65.25	-6.0%	COM	744320102
CARR	CARRIER GLOB	718,000	$27.08M	0.2%	$37.72 *	$17.31	+104.2%	COM	14448C104
RMD	RESMED INC	126,578	$26.91M	0.2%	$212.56 *	$107.13	+90.1%	COM	761152107
BALL	BALL CORP	285,300	$26.58M	0.2%	$93.18 *	$63.36	+38.2%	COM	058498106
SLB	SCHLUMBERGER LTD	1,215,683	$26.54M	0.2%	$21.83 *	$38.07	-48.5%	COM	806857108
PAYX	PAYCHEX INC	282,480	$26.32M	0.2%	$93.18 *	$59.72	+35.5%	COM	704326107
—	WALGREENS BOOTS	659,400	$26.3M	0.2%	$39.88	$42.26	—	COM	931427108
PCAR	PACCAR INC	303,346	$26.17M	0.2%	$86.28 *	$32.94	+45.0%	COM	693718108
PEG	PUB SERV ENTERP	445,117	$25.95M	0.2%	$58.30 *	$43.36	+13.7%	COM	744573106
ROK	ROCKWELL AUTOMAT	101,802	$25.53M	0.2%	$250.80 *	$143.23	+60.7%	COM	773903109
MSI	MOTOROLA SOLUTIO	148,967	$25.33M	0.2%	$170.06 *	$126.45	+26.6%	COM	620076307
VFC	VF CORP	295,799	$25.26M	0.2%	$85.41	$76.51	+11.6%	COM	918204108
ES	EVERSOURCE ENERG	288,089	$24.92M	0.2%	$86.51 *	$55.99	+27.6%	COM	30040W108
FAST	FASTENAL CO	506,056	$24.71M	0.2%	$48.83 *	$12.96	+67.0%	COM	311900104
AWK	AMERICAN WATER W	159,533	$24.48M	0.2%	$153.47 *	$95.95	+45.0%	COM	030420103
RNG	RINGCENTRAL IN-A	63,900	$24.22M	0.2%	$378.97	$255.03	+48.6%	CL A	76680R206
OTIS	OTIS WORLDWI	356,400	$24.07M	0.2%	$67.55 *	$47.66	+31.5%	COM	68902V107
WTW	WILLIS TOWERS WA	113,462	$23.9M	0.2%	$210.68 *	$153.54	+28.5%	SHS ADDED	G96629103
SWK	STANLEY BLACK &	133,870	$23.9M	0.2%	$178.55 *	$109.69	+38.0%	COM	854502101
NTR	NUTRIEN LTD	496,786	$23.88M	0.2%	$48.07 *	$40.26	+2.9%	COM	67077M108
MTD	METTLER-TOLEDO	20,948	$23.87M	0.2%	$1139.68	$642.00	+77.5%	COM	592688105
CPRT	COPART INC	182,770	$23.26M	0.2%	$127.25 *	$15.91	+100.0%	COM	217204106
SLF	SUN LIFE FINANCI	511,045	$22.7M	0.2%	$44.43	$39.19	+13.5%	COM	866796105
SWKS	SKYWORKS SOLUTIO	147,906	$22.61M	0.2%	$152.87 *	$70.68	+90.1%	COM PAR $.001	83088M102
STT	STATE ST CORP	310,119	$22.57M	0.2%	$72.78 *	$52.92	+17.3%	COM	857477103
ENB	ENBRIDGE INC	698,600	$22.32M	0.2%	$31.95 *	$23.26	-1.0%	COM	29250N105
FRCB	FIRST REPUBLIC B	151,443	$22.25M	0.2%	$146.93 *	$92.14	+39.3%	COM	33616C100
KEYS	KEYSIGHT TEC	166,403	$21.98M	0.2%	$132.09	$75.59	+74.7%	COM	49338L103
CLX	CLOROX CO	108,709	$21.95M	0.2%	$201.92 *	$125.73	+37.1%	COM	189054109
LYB	LYONDELLBASELL-A	236,200	$21.65M	0.2%	$91.66 *	$41.42	+57.3%	SHS - A -	N53745100
BF/B	BROWN-FORMAN -B	268,500	$21.33M	0.2%	$79.43 *	$48.59	+48.4%	CL B	115637209
—	CERNER CORP	271,100	$21.27M	0.2%	$78.48	$69.30	—	COM	156782104
AMP	AMERIPRISE FINAN	108,954	$21.17M	0.1%	$194.33 *	$117.66	+53.0%	COM	03076C106
—	MAXIM INTEGRATED	238,817	$21.17M	0.1%	$88.65	$51.68	—	COM	57772K101
ED	CONS EDISON INC	290,100	$20.96M	0.1%	$72.27 *	$62.60	-3.5%	COM	209115104
MKC	MCCORMICK-N/V	214,990	$20.55M	0.1%	$95.60 *	$74.14	+16.3%	COM NON VTG	579780206
AJG	ARTHUR J GALLAGH	164,810	$20.39M	0.1%	$123.71 *	$72.24	+62.4%	COM	363576109
BBY	BEST BUY CO INC	202,425	$20.2M	0.1%	$99.79 *	$50.26	+60.4%	COM	086516101
PAYC	PAYCOM SOFTWARE	44,400	$20.08M	0.1%	$452.23	$221.17	+100.4%	COM	70432V102
—	COUPA SOFTWARE I	59,100	$20.03M	0.1%	$338.90	$279.45	—	COM	22266L106
VRSN	VERISIGN INC	91,700	$19.84M	0.1%	$216.39	$205.72	+4.3%	COM	92343E102
HSY	HERSHEY CO/THE	129,569	$19.74M	0.1%	$152.33 *	$107.97	+25.3%	COM	427866108
FTNT	FORTINET INC	130,038	$19.31M	0.1%	$148.53 *	$15.01	+97.9%	COM	34959E109
MKTX	MARKETAXESS	33,600	$19.17M	0.1%	$570.54 *	$440.93	+22.0%	COM	57060D108
PPL	PPL CORP	672,700	$18.97M	0.1%	$28.20 *	$23.12	+0.6%	COM	69351T106
CBRE	CBRE GROUP INC-A	298,888	$18.75M	0.1%	$62.72	$45.64	+37.4%	CL A	12504L109
CHD	CHURCH & DWIGHT	213,600	$18.63M	0.1%	$87.23 *	$65.34	+25.8%	COM	171340102
FTV	FORTIVE CORP	262,886	$18.62M	0.1%	$70.82 *	$43.85	+19.2%	COM	34959J108
ZBRA	ZEBRA TECH CORP	48,100	$18.49M	0.1%	$384.32	$238.80	+60.9%	CL A	989207105
WST	WEST PHARMACEUT	64,700	$18.33M	0.1%	$283.31	$195.93	+42.8%	COM	955306105
MGA	MAGNA INTL	256,408	$18.14M	0.1%	$70.73 *	$40.20	+50.1%	COM	559222401
—	SVB FINANCIAL GR	45,606	$17.69M	0.1%	$387.82	$196.76	—	COM	78486Q101
—	LABORATORY CP	86,198	$17.55M	0.1%	$203.54	$143.60	—	COM	50540R409
—	KANSAS CITY SOUT	85,631	$17.48M	0.1%	$204.12	$112.64	—	COM	485170302
HOLX	HOLOGIC INC	233,760	$17.02M	0.1%	$72.83	$45.99	+58.4%	COM	436440101
GIB	CGI INC	214,233	$16.98M	0.1%	$79.27	$70.98	+11.1%	CL A SUB VTG	12532H104
—	AMCOR PLC	1,423,237	$16.75M	0.1%	$11.77 *	$8.30	+15.5%	ORD	G0250X107
TRU	TRANSUNION	167,924	$16.66M	0.1%	$99.22 *	$68.11	+42.1%	COM	89400J107
ODFL	OLD DOMINION FRT	84,900	$16.57M	0.1%	$195.17 *	$74.89	+27.2%	COM	679580100
GWW	WW GRAINGER INC	40,577	$16.57M	0.1%	$408.33 *	$254.29	+52.0%	COM	384802104
IP	INTL PAPER CO	331,600	$16.49M	0.1%	$49.72 *	$25.27	+50.1%	COM	460146103
NTRS	NORTHERN TRUST	176,898	$16.48M	0.1%	$93.14 *	$74.42	+7.5%	COM	665859104
WPM	WHEATON PRECIOUS	391,630	$16.34M	0.1%	$41.73 *	$21.07	+87.2%	COM	962879102
DOV	DOVER CORP	128,900	$16.27M	0.1%	$126.25 *	$82.98	+42.7%	COM	260003108
XYL	XYLEM INC	159,335	$16.22M	0.1%	$101.79 *	$65.36	+46.9%	COM	98419M100
EXPE	EXPEDIA GROUP IN	120,500	$15.95M	0.1%	$132.40	$74.08	+77.3%	COM	30212P303
—	COOPER COS INC	43,777	$15.9M	0.1%	$363.32	$261.12	—	COM	216648402
BR	BROADRIDGE FINL	102,730	$15.74M	0.1%	$153.20 *	$100.07	+40.9%	COM	11133T103
DELL	DELL TECHN-C	213,600	$15.65M	0.1%	$73.29 *	$21.01	+62.1%	CL C	24703L202
CAG	CONAGRA BRANDS I	431,600	$15.65M	0.1%	$36.26 *	$23.27	+24.4%	COM	205887102
BURL	BURLINGTON STORE	59,400	$15.54M	0.1%	$261.55	$190.04	+37.6%	COM	122017106
CMS	CMS ENERGY CORP	251,869	$15.37M	0.1%	$61.01 *	$44.48	+17.7%	COM	125896100
URI	UNITED RENTALS	65,149	$15.11M	0.1%	$231.90 *	$117.44	+91.2%	COM	911363109
AKAM	AKAMAI TECHNOLOG	143,808	$15.1M	0.1%	$104.99	$74.27	+41.4%	COM	00971T101
GRMN	GARMIN LTD	125,327	$15M	0.1%	$119.65 *	$62.18	+72.7%	SHS	H2906T109
HAL	HALLIBURTON CO	788,800	$14.91M	0.1%	$18.90 *	$19.67	-12.2%	COM	406216101
TRMB	TRIMBLE INC	223,066	$14.89M	0.1%	$66.77	$38.58	+73.1%	COM	896239100
MTB	M&T BANK CORP	116,780	$14.87M	0.1%	$127.30 *	$124.90	-13.0%	COM	55261F104
—	ARISTA NETWORKS	50,786	$14.76M	0.1%	$290.55	$208.24	—	COM	040413106
TSCO	TRACTOR SUPPLY	104,301	$14.66M	0.1%	$140.57 *	$16.75	+54.7%	COM	892356106
RCI	ROGERS COMMUNI-B	310,460	$14.44M	0.1%	$46.51	$50.60	-7.9%	CL B	775109200
EXPD	EXPEDITORS INTL	150,878	$14.35M	0.1%	$95.11 *	$64.16	+40.0%	COM	302130109
STE	STERIS PLC	75,600	$14.33M	0.1%	$189.54 *	$134.43	+34.9%	SHS USD	G8473T100
RVTY	PERKINELMER INC	99,700	$14.31M	0.1%	$143.49	$91.43	+55.2%	COM	714046109
KEY	KEYCORP	869,510	$14.27M	0.1%	$16.41 *	$12.44	+3.8%	COM	493267108
NUE	NUCOR CORP	267,181	$14.21M	0.1%	$53.19 *	$47.94	+2.6%	COM	670346105
DGX	QUEST DIAGNOSTIC	119,245	$14.21M	0.1%	$119.17 *	$86.85	+24.4%	COM	74834L100
AES	AES CORP	595,993	$14.01M	0.1%	$23.50 *	$11.94	+63.6%	COM	00130H105
—	VARIAN MEDICAL S	79,825	$13.97M	0.1%	$175.01	$110.68	—	COM	92220P105
—	BARRICK GOLD CRP	613,400	$13.96M	0.1%	$22.76	$26.89	—	COM	067901108
RF	REGIONS FINANCIA	858,305	$13.84M	0.1%	$16.12 *	$11.46	+15.1%	COM	7591EP100
WAT	WATERS CORP	55,833	$13.81M	0.1%	$247.42	$198.94	+24.4%	COM	941848103
DRI	DARDEN RESTAURAN	115,509	$13.76M	0.1%	$119.12 *	$89.08	+14.2%	COM	237194105
CAH	CARDINAL HEALTH	256,771	$13.75M	0.1%	$53.56 *	$43.39	+9.4%	COM	14149Y108
CFG	CITIZENS FINANCI	384,079	$13.73M	0.1%	$35.76 *	$25.64	+12.8%	COM	174610105
CE	CELANESE CORP	105,300	$13.68M	0.1%	$129.93 *	$92.37	+28.9%	COM SER A	150870103
MAS	MASCO CORP	246,778	$13.55M	0.1%	$54.93 *	$32.72	+53.4%	COM	574599106
IEX	IDEX CORP	67,890	$13.52M	0.1%	$199.19 *	$133.56	+40.3%	COM	45167R104
COR	AMERISOURCEBERGE	138,100	$13.5M	0.1%	$97.76 *	$68.03	+30.2%	COM	03073E105
FICO	FAIR ISAAC CORP	26,300	$13.44M	0.1%	$511.03	$370.30	+38.0%	COM	303250104
—	CITRIX SYSTEMS	103,138	$13.42M	0.1%	$130.10	$92.77	—	COM	177376100
—	ABIOMED INC	41,068	$13.31M	0.1%	$324.19	$261.21	—	COM	003654100
DPZ	DOMINO'S PIZZA	34,600	$13.27M	0.1%	$383.44 *	$345.08	+4.3%	COM	25754A201
GPC	GENUINE PARTS CO	130,806	$13.14M	0.1%	$100.42 *	$79.23	+10.5%	COM	372460105
—	SEAGATE TECHNOLO	211,132	$13.12M	0.1%	$62.16	$44.08	—	SHS	G7945M107
—	TIFFANY & CO	98,128	$12.9M	0.1%	$131.44	$87.07	—	COM	886547108
NVR	NVR INC	3,150	$12.85M	0.1%	$4079.68	$3124.77	+30.6%	COM	62944T105
CGNX	COGNEX CORP	157,458	$12.64M	0.1%	$80.28 *	$46.33	+68.1%	COM	192422103
TDY	TELEDYNE TECH	31,300	$12.27M	0.1%	$391.95	$328.71	+19.2%	COM	879360105
PFG	PRINCIPAL FINL	241,080	$11.96M	0.1%	$49.61 *	$40.90	+1.3%	COM	74251V102
OMC	OMNICOM GROUP	190,319	$11.87M	0.1%	$62.37 *	$59.77	-12.4%	COM	681919106
HRL	HORMEL FOODS CRP	254,486	$11.86M	0.1%	$46.61 *	$34.53	+16.5%	COM	440452100
PTC	PTC INC	96,300	$11.52M	0.1%	$119.61	$82.51	+45.0%	COM	69370C100
ALLY	ALLY FINANCIAL I	319,680	$11.4M	0.1%	$35.66 *	$21.83	+38.3%	COM	02005N100
RCL	ROYAL CARIBBEAN	151,302	$11.3M	0.1%	$74.69	$103.27	-28.9%	COM	V7780T103
SJM	JM SMUCKER CO	97,184	$11.23M	0.1%	$115.60 *	$88.19	+11.1%	COM	832696405
CHRW	CH ROBINSON	114,977	$10.79M	0.1%	$93.86 *	$70.89	+17.6%	COM	12541W209
PSX	PHILLIPS 66	153,829	$10.76M	0.1%	$69.93 *	$67.60	-14.9%	COM	718546104
FDS	FACTSET RESEARCH	32,300	$10.74M	0.1%	$332.48 *	$259.49	+22.2%	COM	303075105
JKHY	JACK HENRY	65,363	$10.59M	0.1%	$161.99 *	$124.36	+22.4%	COM	426281101
OTEX	OPEN TEXT CORP	230,740	$10.47M	0.1%	$45.40 *	$30.97	+27.9%	COM	683715106
HAS	HASBRO INC	110,722	$10.36M	0.1%	$93.53 *	$79.45	-3.6%	COM	418056107
FBIN	FORTUNE BRANDS H	119,203	$10.22M	0.1%	$85.72 *	$39.32	+72.5%	COM	34964C106
WEC	WEC ENERGY GROUP	110,585	$10.18M	0.1%	$92.03 *	$54.98	+41.6%	COM	92939U106
—	NORTONLIFELOCK I	486,100	$10.1M	0.1%	$20.78	$20.84	—	COM	871503108
ATO	ATMOS ENERGY	104,200	$9.943M	0.1%	$95.42 *	$87.57	-3.9%	COM	049560105
L	LOEWS CORP	220,700	$9.935M	0.1%	$45.02	$32.94	+34.1%	COM	540424108
—	VMWARE INC-CL A	70,231	$9.85M	0.1%	$140.25	$130.15	—	CL A COM	928563402
LW	LAMB WESTON	124,500	$9.803M	0.1%	$78.74 *	$62.76	+15.5%	COM	513272104
KDP	KEURIG DR PEPPER	299,700	$9.59M	0.1%	$32.00 *	$25.60	+9.8%	COM	49271V100
MTN	VAIL RESORTS	34,247	$9.553M	0.1%	$278.94	$235.80	+18.3%	COM	91879Q109
AAP	ADVANCE AUTO PAR	59,000	$9.293M	0.1%	$157.51 *	$112.44	+24.5%	COM	00751Y106
ALLE	ALLEGION PLC	78,881	$9.18M	0.1%	$116.38 *	$84.54	+29.0%	ORD SHS	G0176J109
EQH	EQUITABLE HOLDIN	356,900	$9.133M	0.1%	$25.59 *	$18.74	+20.7%	COM	29452E101
CABO	CABLE ONE INC	4,100	$9.133M	0.1%	$2227.56 *	$1665.89	+24.2%	COM	12685J105
FFIV	F5 NETWORKS	51,883	$9.128M	0.1%	$175.93	$149.19	+17.9%	COM	315616102
GWRE	GUIDEWIRE SOFTWA	70,400	$9.062M	0.1%	$128.72	$96.06	+34.0%	COM	40171V100
WTRG	ESSENTIAL UTILIT	189,800	$8.975M	0.1%	$47.29	$42.24	+12.0%	COM	29670G102
SU	SUNCOR ENERGY	528,736	$8.86M	0.1%	$16.76 *	$24.52	-43.6%	COM	867224107
DVA	DAVITA INC	74,880	$8.79M	0.1%	$117.39	$62.25	+88.6%	COM	23918K108
LKQ	LKQ CORP	248,647	$8.762M	0.1%	$35.24 *	$25.14	+25.8%	COM	501889208
LNC	LINCOLN NATL CRP	166,500	$8.376M	0.1%	$50.31 *	$44.98	-13.3%	COM	534187109
HSIC	HENRY SCHEIN INC	122,215	$8.171M	0.1%	$66.86	$65.75	+1.7%	COM	806407102
LII	LENNOX INTL INC	29,592	$8.107M	0.1%	$273.96 *	$206.78	+24.8%	COM	526107107
DTE	DTE ENERGY CO	66,247	$8.043M	0.1%	$121.41 *	$74.48	+17.7%	COM	233331107
FNV	FRANCO-NEVADA CO	63,822	$7.995M	0.1%	$125.27 *	$67.85	+76.5%	COM	351858105
IFF	INTL FLVR & FRAG	72,751	$7.918M	0.1%	$108.84 *	$110.34	-13.7%	COM	459506101
VLO	VALERO ENERGY	139,682	$7.901M	0.1%	$56.56 *	$56.76	-16.9%	COM	91913Y100
JAZZ	JAZZ PHARMACEUTI	47,817	$7.892M	0.1%	$165.05	$148.94	+10.8%	SHS USD	G50871105
PNR	PENTAIR PLC	143,900	$7.639M	0.1%	$53.09 *	$34.84	+42.7%	SHS	G7S00T104
SNA	SNAP-ON INC	44,264	$7.575M	0.1%	$171.13 *	$130.79	+15.0%	COM	833034101
—	DISCOVERY INC-C	288,048	$7.543M	0.1%	$26.19	$23.27	—	COM SER C	25470F302
CPB	CAMPBELL SOUP CO	154,611	$7.475M	0.1%	$48.35 *	$34.93	+16.6%	COM	134429109
ARMK	ARAMARK	193,452	$7.444M	0.1%	$38.48 *	$24.82	+5.2%	COM	03852U106
AQN	ALGONQUIN POWER	446,800	$7.347M	0.1%	$16.44 *	$10.22	+24.2%	COM	015857105
TAP	MOLSON COORS-B	161,889	$7.315M	0.1%	$45.19 *	$52.26	-24.7%	CL B	60871R209
MHK	MOHAWK INDS	51,887	$7.313M	0.1%	$140.94	$146.49	-3.8%	COM	608190104
TU	TELUS CORP	357,704	$7.078M	0.0%	$19.79	$18.08	+9.5%	COM	87971M103
OC	OWENS CORNING	92,190	$6.984M	0.0%	$75.76	$58.28	+30.0%	COM	690742101
BWA	BORGWARNER INC	175,900	$6.796M	0.0%	$38.64 *	$30.63	+3.3%	COM	099724106
VOYA	VOYA FINANCIAL I	112,777	$6.632M	0.0%	$58.81 *	$41.98	+28.1%	COM	929089100
AEE	AMEREN CORP	84,841	$6.622M	0.0%	$78.05 *	$50.81	+32.7%	COM	023608102
CAE	CAE INC	237,088	$6.563M	0.0%	$27.68	$21.19	+30.9%	COM	124765108
—	RITCHIE BROS	93,400	$6.486M	0.0%	$69.44	$69.44	—	COM	767744105
AOS	SMITH (A.O.)CORP	115,800	$6.348M	0.0%	$54.82 *	$39.47	+26.9%	COM	831865209
BEN	FRANKLIN RES INC	253,988	$6.347M	0.0%	$24.99 *	$22.73	-13.6%	COM	354613101
—	JUNIPER NETWORKS	281,660	$6.34M	0.0%	$22.51	$24.66	—	COM	48203R104
UGI	UGI CORP	177,700	$6.212M	0.0%	$34.96	$47.52	-26.4%	COM	902681105
RHI	ROBERT HALF INTL	98,081	$6.128M	0.0%	$62.48	$56.74	+10.1%	COM	770323103
SEE	SEALED AIR CORP	133,542	$6.114M	0.0%	$45.78 *	$34.66	+20.2%	COM	81211K100
—	SIRIUS XM HOLDIN	940,300	$5.989M	0.0%	$6.37	$5.87	—	COM	82968B103
IVZ	INVESCO LTD	328,725	$5.729M	0.0%	$17.43 *	$11.67	+21.3%	SHS	G491BT108
OGE	OGE ENERGY CORP	170,600	$5.435M	0.0%	$31.86	$30.91	+3.1%	COM	670837103
AXTA	AXALTA COATING S	182,585	$5.212M	0.0%	$28.55	$27.65	+3.3%	COM	G0750C108
PRGO	PERRIGO CO PLC	115,100	$5.147M	0.0%	$44.72	$55.25	-19.1%	SHS	G97822103
GIL	GILDAN ACTIVEWEA	169,373	$4.731M	0.0%	$27.93 *	$29.81	-14.3%	COM	375916103
DBX	DROPBOX INC-A	209,000	$4.637M	0.0%	$22.19	$22.11	+0.3%	CL A	26210C104
PBA	PEMBINA PIPELINE	189,100	$4.467M	0.0%	$23.62 *	$18.29	-0.4%	COM	706327103
—	DISCOVERY INC -	135,528	$4.078M	0.0%	$30.09	$24.40	—	COM SER A	25470F104
PNW	PINNACLE WEST	37,310	$2.982M	0.0%	$79.92 *	$66.54	-3.8%	COM	723484101
TECK	TECK RESOURCES-B	161,172	$2.922M	0.0%	$18.13	$21.23	-14.5%	CL B	878742204
STLD	STEEL DYNAMICS	70,900	$2.614M	0.0%	$36.87 *	$22.53	+51.1%	COM	858119100
—	CI FINANCIAL COR	179,900	$2.228M	0.0%	$12.38	$12.38	—	COM	125491100
CVE	CENOVUS ENERGY	351,336	$2.137M	0.0%	$6.08 *	$7.20	-24.2%	COM	15135U109
DAL	DELTA AIR LI	53,149	$2.137M	0.0%	$40.21 *	$52.18	-25.0%	COM	247361702
IMO	IMPERIAL OIL	85,854	$1.628M	0.0%	$18.96 *	$24.95	-33.0%	COM	453038408