Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
NVDA	NVIDIA CORP	1,681,828	$348M	2.2%	$207.16 *	$16.75	+23.4%	COM	67066G104
TSLA	TESLA INC	413,200	$320M	2.0%	$775.48 *	$217.39	+18.9%	COM	88160R101
MSFT	MICROSOFT CORP	972,511	$274M	1.7%	$281.92 *	$86.26	+215.7%	COM	594918104
AAPL	APPLE INC	1,888,192	$267M	1.6%	$141.50 *	$90.59	+52.8%	COM	037833100
HD	HOME DEPOT INC	745,134	$245M	1.5%	$328.26 *	$165.68	+78.3%	COM	437076102
PG	PROCTER & GAMBLE	1,731,627	$242M	1.5%	$139.80 *	$86.42	+45.4%	COM	742718109
AMZN	AMAZON.COM INC	72,800	$239M	1.5%	$3285.04 *	$122.80	+33.8%	COM	023135106
V	VISA INC-CLASS A	1,052,976	$235M	1.4%	$222.75 *	$143.12	+50.8%	COM	92826C839
DIS	WALT DISNEY CO	1,357,370	$230M	1.4%	$169.17 *	$117.87	+40.2%	COM DISNEY	254687106
MA	MASTERCARD INC-A	656,392	$228M	1.4%	$347.68 *	$214.11	+58.4%	COM	57636Q104
JNJ	JOHNSON&JOHNSON	1,399,985	$226M	1.4%	$161.50 *	$112.64	+26.7%	COM	478160104
PYPL	PAYPAL HOLDINGS	832,099	$217M	1.3%	$260.21	$95.16	+172.8%	COM	70450Y103
ADBE	ADOBE INC	357,474	$206M	1.3%	$575.72	$258.26	+122.9%	COM	00724F101
CRM	SALESFORCE.COM	685,612	$186M	1.1%	$271.22	$140.82	+90.3%	COM	79466L302
CSCO	CISCO SYSTEMS	3,154,091	$172M	1.1%	$54.43 *	$37.10	+28.7%	COM	17275R102
TMO	THERMO FISHER	294,300	$168M	1.0%	$571.33	$467.27	+20.9%	COM	883556102
VZ	VERIZON COMMUNIC	3,091,400	$167M	1.0%	$54.01 *	$40.84	+1.2%	COM	92343V104
INTC	INTEL CORP	3,035,705	$162M	1.0%	$53.28 *	$39.94	+22.9%	COM	458140100
KO	COCA-COLA CO/THE	3,058,268	$160M	1.0%	$52.47 *	$40.20	+15.0%	COM	191216100
PEP	PEPSICO INC	1,029,769	$155M	1.0%	$150.41 *	$99.34	+32.7%	COM	713448108
ACN	ACCENTURE PLC-A	474,366	$152M	0.9%	$319.92 *	$156.40	+92.2%	COM	G1151C101
COST	COSTCO WHOLESALE	330,800	$149M	0.9%	$449.35 *	$360.09	+18.8%	COM	22160K105
ABBV	ABBVIE INC	1,318,204	$142M	0.9%	$107.87 *	$60.19	+52.7%	COM	00287Y109
MRK	MERCK & CO	1,888,799	$142M	0.9%	$75.11 *	$58.88	+11.7%	COM	58933Y105
LLY	ELI LILLY & CO	608,288	$141M	0.9%	$231.05 *	$101.02	+119.6%	COM	532457108
GOOGL	ALPHABET INC-A	52,293	$140M	0.9%	$2673.51 *	$51.61	+157.0%	COM	02079K305
GOOG	ALPHABET INC-C	51,189	$136M	0.8%	$2665.32 *	$50.98	+159.5%	COM	02079K107
MCD	MCDONALDS CORP	556,800	$134M	0.8%	$241.11 *	$209.42	+4.5%	COM	580135101
TXN	TEXAS INSTRUMENT	687,184	$132M	0.8%	$192.21 *	$89.02	+90.5%	COM	882508104
MTRAF	METRO INC/CN	183,800	$125M	0.8%	$679.04 *	$44.29	+3.7%	COM	59162N109
ORCL	ORACLE CORP	1,432,433	$125M	0.8%	$87.13 *	$46.62	+76.4%	COM	68389X105
NEE	NEXTERA ENERGY	1,464,228	$115M	0.7%	$78.52 *	$59.54	+17.8%	COM	65339F101
—	LINDE PLC	390,961	$115M	0.7%	$293.38	$167.14	—	COM	G5494J103
LOW	LOWE'S COS INC	546,245	$111M	0.7%	$202.86 *	$89.81	+108.2%	COM	548661107
SLF	SUN LIFE FINANCI	435,645	$111M	0.7%	$254.12 *	$39.37	+30.7%	COM	866796105
INTU	INTUIT INC	204,605	$110M	0.7%	$539.51 *	$222.86	+135.6%	COM	461202103
BMY	BRISTOL-MYER SQB	1,673,954	$99.05M	0.6%	$59.17 *	$41.61	+19.3%	COM	110122108
UNP	UNION PAC CORP	500,579	$98.12M	0.6%	$196.01 *	$130.87	+35.8%	COM	907818108
UPS	UNITED PARCEL-B	537,499	$97.88M	0.6%	$182.10 *	$86.89	+73.3%	COM	911312106
SBUX	STARBUCKS CORP	879,900	$97.06M	0.6%	$110.31 *	$70.76	+41.0%	COM	855244109
GIB	CGI INC	166,533	$96.59M	0.6%	$579.99 *	$71.17	+18.4%	COM	12532H104
BCE	BCE INC	53,100	$95.51M	0.6%	$1798.72 *	$35.06	+5.9%	COM	05534B760
—	BLACKROCK INC	113,886	$95.51M	0.6%	$838.66	$445.86	—	COM	09247X101
AMD	ADV MICRO DEVICE	905,600	$93.19M	0.6%	$102.90	$81.23	+26.7%	COM	007903107
IBM	IBM	668,110	$92.82M	0.6%	$138.93 *	$96.50	+16.0%	COM	459200101
AMGN	AMGEN INC	431,592	$91.78M	0.6%	$212.65 *	$155.17	+19.7%	COM	031162100
NOW	SERVICENOW INC	146,688	$91.28M	0.6%	$622.27 *	$45.69	+172.4%	COM	81762P102
TD	TORONTO-DOM BANK	1,355,571	$89.73M	0.6%	$66.19	$56.07	+18.0%	COM	891160509
AMAT	APPLIED MATERIAL	686,162	$88.33M	0.5%	$128.73 *	$41.03	+202.1%	COM	038222105
ISRG	INTUITIVE SURGIC	88,000	$87.48M	0.5%	$994.15 *	$281.61	+17.7%	COM	46120E602
AXP	AMERICAN EXPRESS	512,212	$85.81M	0.5%	$167.53 *	$99.29	+59.7%	COM	025816109
TGT	TARGET CORP	374,376	$85.65M	0.5%	$228.77 *	$73.10	+175.2%	COM	87612E106
CNI	CAN NATL RAILWAY	532,260	$84.81M	0.5%	$159.34 *	$76.62	+39.0%	COM	136375102
IVPAF	IVANHOE MINES LT	442,900	$83.83M	0.5%	$189.27 *	$7.30	-12.5%	COM	46579R104
CVS	CVS HEALTH CORP	981,000	$83.25M	0.5%	$84.86 *	$49.87	+47.5%	COM	126650100
SCHW	SCHWAB (CHARLES)	1,079,300	$78.62M	0.5%	$72.84 *	$66.62	+3.3%	COM	808513105
CAT	CATERPILLAR INC	407,828	$78.29M	0.5%	$191.97 *	$109.32	+62.1%	COM	149123101
SPGI	S&P GLOBAL INC	180,078	$76.51M	0.5%	$424.89 *	$200.29	+104.8%	COM	78409V104
MMM	3M CO	433,130	$75.98M	0.5%	$175.42 *	$119.35	+4.6%	COM	88579Y101
DE	DEERE & CO	222,700	$74.62M	0.5%	$335.07 *	$342.76	-7.7%	COM	244199105
BKNG	BOOKING HOLDINGS	30,602	$72.64M	0.4%	$2373.86	$1833.28	+27.4%	COM	09857L108
ZTS	ZOETIS INC	355,803	$69.08M	0.4%	$194.14 *	$96.59	+93.0%	COM	98978V103
ELV	ANTHEM INC	183,400	$68.37M	0.4%	$372.80 *	$358.53	-1.9%	COM	036752103
ADI	ANALOG DEVICES	402,893	$67.48M	0.4%	$167.48 *	$108.79	+42.9%	COM	032654105
GILD	GILEAD SCIENCES	941,355	$65.75M	0.4%	$69.85 *	$51.99	+14.4%	COM	375558103
ADP	AUTOMATIC DATA	320,565	$64.09M	0.4%	$199.92 *	$126.41	+44.6%	COM	053015103
CVX	CHEVRON CORP	622,800	$63.18M	0.4%	$101.45 *	$79.13	+7.8%	COM	166764100
PNC	PNC FINANCIAL SE	317,609	$62.14M	0.4%	$195.64 *	$102.15	+63.2%	COM	693475105
—	LAM RESEARCH	107,084	$60.95M	0.4%	$569.15	$187.09	—	COM	512807108
MU	MICRON TECH	838,600	$59.52M	0.4%	$70.98 *	$46.84	+48.0%	COM	595112103
TJX	TJX COS INC	899,652	$59.36M	0.4%	$65.98 *	$47.41	+30.7%	COM	872540109
TFC	TRUIST FINANCIAL	1,010,400	$59.26M	0.4%	$58.65 *	$35.34	+34.5%	COM	89832Q109
CB	CHUBB LTD	337,470	$58.54M	0.4%	$173.48 *	$126.48	+29.6%	COM	H1467J104
MRSH	MARSH & MCLENNAN	380,988	$57.69M	0.4%	$151.43 *	$81.85	+73.0%	COM	571748102
GIL	GILDAN ACTIVEWEA	145,473	$57.52M	0.4%	$395.41 *	$29.81	+12.6%	COM	375916103
FIS	FIDELITY NATIONA	465,700	$56.67M	0.3%	$121.68 *	$133.08	-17.5%	COM	31620M106
MELI	MERCADOLIBRE INC	33,625	$56.47M	0.3%	$1679.41	$491.37	+241.8%	COM	58733R102
BDX	BECTON DICKINSON	217,904	$53.56M	0.3%	$245.82 *	$208.31	+7.3%	COM	075887109
SHW	SHERWIN-WILLIAMS	191,436	$53.55M	0.3%	$279.73 *	$216.62	+24.3%	COM	824348106
—	EDWARDS LIFE	468,390	$53.03M	0.3%	$113.21	$113.21	—	COM	28176E112
CI	CIGNA CORP	263,844	$52.81M	0.3%	$200.16 *	$148.19	+25.2%	COM	125523100
CME	CME GROUP INC	267,279	$51.69M	0.3%	$193.38 *	$143.03	+13.3%	COM	12572Q105
EL	ESTEE LAUDER	172,278	$51.67M	0.3%	$299.93 *	$146.47	+91.6%	COM	518439104
CSX	CSX CORP	1,702,983	$50.65M	0.3%	$29.74 *	$26.61	+5.4%	COM	126408103
HCA	HCA HEALTHCARE I	204,000	$49.52M	0.3%	$242.72 *	$196.65	+19.0%	COM	40412C101
ITW	ILLINOIS TOOL WO	235,729	$48.71M	0.3%	$206.63 *	$122.11	+53.1%	COM	452308109
FISV	FISERV INC	448,500	$48.66M	0.3%	$108.50	$100.97	+7.5%	COM	337738108
ICE	INTERCONTINENTAL	418,200	$48.02M	0.3%	$114.82 *	$76.26	+42.4%	COM	45866F104
REGN	REGENERON PHARM	78,400	$47.45M	0.3%	$605.18	$564.53	+6.6%	COM	75886F107
OTEX	OPEN TEXT CORP	202,140	$47.45M	0.3%	$234.72 *	$31.12	+38.2%	COM	683715106
WM	WASTE MANAGEMENT	315,000	$47.05M	0.3%	$149.36 *	$94.54	+47.9%	COM	94106L109
ADSK	AUTODESK INC	163,700	$46.68M	0.3%	$285.17	$199.91	+42.6%	COM	052769106
CL	COLGATE-PALMOLIV	600,119	$45.36M	0.3%	$75.58 *	$58.70	+16.4%	COM	194162103
MCO	MOODY'S CORP	126,372	$44.88M	0.3%	$355.11 *	$167.69	+104.3%	COM	615369105
NSC	NORFOLK SOUTHERN	187,560	$44.87M	0.3%	$239.25 *	$145.41	+50.0%	COM	655844108
MFC	MANULIFE FIN	1,444,537	$44.87M	0.3%	$31.06 *	$17.29	+11.3%	COM	56501R106
—	ACTIVISION BLIZZ	576,800	$44.64M	0.3%	$77.39	$76.30	—	COM	00507V109
PBA	PEMBINA PIPELINE	177,000	$44.4M	0.3%	$250.82 *	$21.73	+18.0%	COM	706327103
ETN	EATON CORP PLC	296,314	$44.24M	0.3%	$149.31 *	$69.22	+101.8%	COM	G29183103
ILMN	ILLUMINA INC	108,700	$44.09M	0.3%	$405.61 *	$403.65	-2.3%	COM	452327109
D	DOMINION ENERGY	599,700	$43.79M	0.3%	$73.02 *	$60.03	+0.1%	COM	25746U109
APD	AIR PRODS & CHEM	164,672	$42.17M	0.3%	$256.11 *	$160.62	+43.2%	COM	009158106
EMR	EMERSON ELEC CO	446,700	$42.08M	0.3%	$94.20 *	$51.06	+69.0%	COM	291011104
CDUAF	CAN UTILITIES-A	94,499	$42.07M	0.3%	$445.19 *	$22.83	-4.4%	COM	136717832
—	CANADIAN PACIFIC	496,100	$41.49M	0.3%	$83.64	$89.68	—	COM	13645T100
NXPI	NXP SEMICONDUCTO	206,300	$40.41M	0.2%	$195.87 *	$184.40	-1.8%	COM	N6596X109
IDXX	IDEXX LABS	64,160	$39.9M	0.2%	$621.90	$241.71	+157.3%	COM	45168D104
ECL	ECOLAB INC	191,254	$39.9M	0.2%	$208.62 *	$158.05	+25.8%	COM	278865100
PGR	PROGRESSIVE CORP	435,973	$39.41M	0.2%	$90.39 *	$55.44	+46.0%	COM	743315103
NTR	NUTRIEN LTD	423,886	$39.41M	0.2%	$92.97 *	$40.45	+41.1%	COM	67077M108
DXCM	DEXCOM	71,600	$39.16M	0.2%	$546.86 *	$37.72	+262.4%	COM	252131107
—	THOMSON REUTERS	128,900	$38.96M	0.2%	$302.23	$302.23	—	COM	884903709
CMG	CHIPOTLE MEXICAN	21,000	$38.17M	0.2%	$1817.52 *	$18.87	+92.7%	COM	169656105
TWLO	TWILIO INC - A	119,100	$38M	0.2%	$319.05	$162.74	+96.0%	COM	90138F102
HUM	HUMANA INC	96,012	$37.36M	0.2%	$389.15 *	$275.08	+35.8%	COM	444859102
LULU	LULULEMON ATH	92,161	$37.3M	0.2%	$404.70	$162.67	+148.8%	COM	550021109
AQN	ALGONQUIN POWER	444,500	$37.16M	0.2%	$83.59 *	$10.25	+14.0%	COM	015857105
ALGN	ALIGN TECHNOLOGY	55,838	$37.16M	0.2%	$665.42	$225.20	+195.5%	COM	016255101
HRNNF	HYDRO ONE LTD	244,700	$36.5M	0.2%	$149.18	$22.35	—	COM	448811208
JCI	JOHNSON CONTROLS	536,200	$36.5M	0.2%	$68.08 *	$59.04	+6.1%	COM	G51502105
GWLIF	GREAT-WEST LIFEC	207,191	$36.02M	0.2%	$173.83 *	$24.70	+1.2%	COM	39138C106
MRVL	MARVELL TECHNOLO	595,832	$35.94M	0.2%	$60.31	$48.12	+23.1%	COM	573874104
A	AGILENT TECH INC	227,075	$35.77M	0.2%	$157.53 *	$66.34	+130.6%	COM	00846U101
DOCU	DOCUSIGN INC	138,800	$35.73M	0.2%	$257.43	$224.53	+14.7%	COM	256163106
AIG	AMERICAN INTERNA	643,700	$35.33M	0.2%	$54.89 *	$44.50	+12.1%	COM	026874784
EBAY	EBAY INC	506,500	$35.29M	0.2%	$69.67 *	$39.06	+64.8%	COM	278642103
EXC	EXELON CORP	726,853	$35.14M	0.2%	$48.34 *	$24.70	+20.1%	COM	30161N101
VRTX	VERTEX PHARM	193,600	$35.12M	0.2%	$181.39	$170.81	+6.2%	COM	92532F100
ROP	ROPER TECHNOLOGI	78,045	$34.82M	0.2%	$446.13 *	$300.34	+44.6%	COM	776696106
MET	METLIFE INC	559,700	$34.55M	0.2%	$61.73 *	$55.04	-1.5%	COM	59156R108
SNPS	SYNOPSYS INC	113,400	$33.95M	0.2%	$299.41	$254.54	+17.6%	COM	871607107
—	TE CONNECTIVITY	246,253	$33.79M	0.2%	$137.22	$80.62	—	COM	H84989104
QBCRF	QUEBECOR INC-B	124,800	$33.79M	0.2%	$270.76 *	$21.63	0.0%	COM	748193208
TROW	T ROWE PRICE GRP	169,633	$33.37M	0.2%	$196.70 *	$77.74	+109.9%	COM	74144T108
KMB	KIMBERLY-CLARK	251,867	$33.36M	0.2%	$132.44 *	$98.98	+14.3%	COM	494368103
—	IHS MARKIT LTD	280,455	$32.71M	0.2%	$116.62	$55.10	—	COM	G47567105
APH	AMPHENOL CORP-A	446,028	$32.66M	0.2%	$73.23 *	$25.35	+38.8%	COM	032095101
NEM	NEWMONT CORP	595,780	$32.35M	0.2%	$54.30 *	$30.14	+58.0%	COM	651639106
BK	BANK NY MELLON	621,516	$32.22M	0.2%	$51.84 *	$38.02	+20.5%	COM	064058100
BIIB	BIOGEN INC	113,408	$32.09M	0.2%	$282.99	$274.54	+3.1%	COM	09062X103
DOW	DOW INC	553,820	$31.88M	0.2%	$57.56 *	$35.03	+29.2%	COM	260557103
CARR	CARRIER GLOB	614,700	$31.82M	0.2%	$51.76 *	$17.81	+173.9%	COM	14448C104
CDNS	CADENCE DESIGN	207,737	$31.46M	0.2%	$151.44	$55.74	+171.7%	COM	127387108
PRU	PRUDENTL FINL	295,592	$31.1M	0.2%	$105.20 *	$65.52	+30.8%	COM	744320102
TT	TRANE TECHNOLOGI	177,573	$30.66M	0.2%	$172.65 *	$95.28	+71.8%	COM	G8994E103
EA	ELECTRONIC ARTS	214,100	$30.46M	0.2%	$142.25 *	$94.09	+47.7%	COM	285512109
BAX	BAXTER INTL INC	376,000	$30.24M	0.2%	$80.43 *	$75.62	-3.4%	COM	071813109
FTNT	FORTINET INC	103,238	$30.15M	0.2%	$292.04 *	$15.63	+273.7%	COM	34959E109
COP	CONOCOPHILLIPS	443,605	$30.06M	0.2%	$67.77 *	$46.57	+24.6%	COM	20825C104
—	APTIV PLC	201,000	$29.94M	0.2%	$148.97	$83.10	—	COM	G6095L109
SRE	SEMPRA ENERGY	235,825	$29.83M	0.2%	$126.50 *	$50.05	+10.5%	COM	816851109
SYY	SYSCO CORP	380,000	$29.83M	0.2%	$78.50 *	$57.42	+22.2%	COM	871829107
CTSH	COGNIZANT TECH-A	394,937	$29.31M	0.2%	$74.21 *	$59.38	+16.8%	COM	192446102
MSI	MOTOROLA SOLUTIO	125,767	$29.22M	0.2%	$232.32 *	$127.86	+72.7%	COM	620076307
ALL	ALLSTATE CORP	225,473	$28.7M	0.2%	$127.31 *	$81.13	+41.4%	COM	020002101
—	ALIMEN COUCHE-B	629,200	$28.7M	0.2%	$45.62	$31.23	—	COM	01626P403
RMD	RESMED INC	108,378	$28.56M	0.2%	$263.55 *	$109.43	+132.0%	COM	761152107
RCI	ROGERS COMMUNI-B	262,460	$28.54M	0.2%	$108.74 *	$50.60	-7.8%	COM	775109200
TRV	TRAVELERS COS IN	187,747	$28.54M	0.2%	$152.01 *	$115.60	+20.9%	COM	89417E109
ENB	ENBRIDGE INC	662,600	$27.62M	0.2%	$41.69 *	$26.11	+15.6%	COM	29250N105
—	XILINX INC	182,521	$27.56M	0.2%	$150.99	$83.30	—	COM	983919101
HLT	HILTON WORLDWIDE	206,681	$27.3M	0.2%	$132.11	$81.05	+61.0%	COM	43300A203
DD	DUPONT DE NEMOUR	400,600	$27.24M	0.2%	$67.99 *	$30.55	-14.4%	COM	26614N102
GIS	GENERAL MILLS IN	455,213	$27.23M	0.2%	$59.82 *	$39.51	+30.7%	COM	370334104
PAYX	PAYCHEX INC	241,680	$27.18M	0.2%	$112.45 *	$60.33	+65.0%	COM	704326107
PH	PARKER HANNIFIN	96,074	$26.86M	0.2%	$279.62 *	$151.01	+74.9%	COM	701094104
CTAS	CINTAS CORP	70,300	$26.76M	0.2%	$380.65 *	$55.93	+63.6%	COM	172908105
—	WALGREENS BOOTS	546,800	$25.73M	0.2%	$47.05	$42.34	—	COM	931427108
ROK	ROCKWELL AUTOMAT	86,502	$25.43M	0.2%	$294.04 *	$145.35	+87.9%	COM	773903109
AFL	AFLAC INC	486,900	$25.38M	0.2%	$52.13 *	$49.03	-3.6%	COM	001055102
OTIS	OTIS WORLDWI	306,700	$25.23M	0.2%	$82.28 *	$48.18	+59.8%	COM	68902V107
PPG	PPG INDS INC	176,270	$25.21M	0.2%	$143.01 *	$96.85	+35.2%	COM	693506107
FRCB	FIRST REPUBLIC B	129,643	$25.01M	0.2%	$192.88	$93.64	+107.9%	COM	33616C100
—	SVB FINANCIAL GR	38,606	$24.97M	0.2%	$646.87	$202.59	—	COM	78486Q101
IFF	INTL FLVR & FRAG	185,151	$24.76M	0.2%	$133.72 *	$120.08	-0.9%	COM	459506101
CMI	CUMMINS INC	109,903	$24.68M	0.2%	$224.56 *	$128.12	+57.9%	COM	231021106
WCN	WASTE CONNECTION	195,200	$24.58M	0.2%	$125.93 *	$122.85	-0.3%	COM	94106B101
CBRE	CBRE GROUP INC-A	249,788	$24.32M	0.2%	$97.36	$46.34	+110.1%	COM	12504L109
MTD	METTLER-TOLEDO	17,448	$24.03M	0.1%	$1377.35	$656.84	+109.7%	COM	592688105
WST	WEST PHARMACEUT	55,200	$23.43M	0.1%	$424.55	$199.13	+110.9%	COM	955306105
VRSK	VERISK ANALYTI	115,200	$23.07M	0.1%	$200.27 *	$153.46	+27.0%	COM	92345Y106
EFX	EQUIFAX INC	90,700	$22.98M	0.1%	$253.42 *	$216.82	+13.4%	COM	294429105
AMP	AMERIPRISE FINAN	86,854	$22.94M	0.1%	$264.12 *	$119.56	+107.4%	COM	03076C106
PEG	PUB SERV ENTERP	376,617	$22.94M	0.1%	$60.90 *	$43.52	+21.4%	COM	744573106
AWK	AMERICAN WATER W	135,133	$22.84M	0.1%	$169.04 *	$96.90	+59.9%	COM	030420103
KEYS	KEYSIGHT TEC	138,503	$22.75M	0.1%	$164.29	$76.93	+113.6%	COM	49338L103
WTW	WILLIS TOWERS WA	95,962	$22.31M	0.1%	$232.46 *	$154.36	+42.3%	COM	G96629103
STT	STATE ST CORP	261,919	$22.19M	0.1%	$84.72 *	$53.25	+38.3%	COM	857477103
HUBS	HUBSPOT INC	32,800	$22.18M	0.1%	$676.10	$523.41	+29.2%	COM	443573100
NUE	NUCOR CORP	224,781	$22.14M	0.1%	$98.49 *	$48.72	+89.5%	COM	670346105
FAST	FASTENAL CO	427,556	$22.07M	0.1%	$51.61 *	$13.13	+77.1%	COM	311900104
—	ANSYS INC	64,641	$22.01M	0.1%	$340.45	$175.72	—	COM	03662Q105
CPRT	COPART INC	158,370	$21.97M	0.1%	$138.72 *	$16.21	+114.0%	COM	217204106
LBLCF	LOBLAW COS LTD	128,720	$21.95M	0.1%	$170.55 *	$14.81	+16.1%	COM	539481101
BALL	BALL CORP	242,600	$21.83M	0.1%	$89.97 *	$63.67	+33.5%	COM	058498106
KR	KROGER CO	538,400	$21.77M	0.1%	$40.43 *	$34.17	+8.0%	COM	501044101
DHI	DR HORTON INC	257,200	$21.6M	0.1%	$83.97 *	$89.61	-10.3%	COM	23331A109
AJG	ARTHUR J GALLAGH	144,210	$21.44M	0.1%	$148.65 *	$73.22	+94.5%	COM	363576109
OKTA	OKTA INC	90,200	$21.41M	0.1%	$237.34	$241.47	-1.7%	COM	679295105
ODFL	OLD DOMINION FRT	74,000	$21.16M	0.1%	$285.99 *	$75.80	+84.6%	COM	679580100
IFCZF	INTACT FINANCIAL	105,976	$21.01M	0.1%	$198.22 *	$133.52	-0.8%	COM	45823T106
SWK	STANLEY BLACK &	119,770	$21M	0.1%	$175.31 *	$110.54	+36.0%	COM	854502101
ES	EVERSOURCE ENERG	255,289	$20.87M	0.1%	$81.76 *	$56.24	+22.7%	COM	30040W108
ZBRA	ZEBRA TECH CORP	39,800	$20.51M	0.1%	$515.43	$243.60	+111.6%	CL A	989207105
—	LABORATORY CP	72,598	$20.43M	0.1%	$281.44	$145.50	—	COM	50540R409
DELL	DELL TECHN-C	196,000	$20.39M	0.1%	$104.04 *	$21.37	+126.2%	COM	24703L202
PCAR	PACCAR INC	258,246	$20.38M	0.1%	$78.92 *	$33.14	+33.3%	COM	693718108
IT	GARTNER INC	66,700	$20.27M	0.1%	$303.88	$220.47	+37.8%	COM	366651107
SWKS	SKYWORKS SOLUTIO	122,806	$20.24M	0.1%	$164.78 *	$72.09	+102.6%	COM	83088M102
RSG	REPUBLIC SVCS	166,100	$19.94M	0.1%	$120.06 *	$101.26	+12.4%	COM	760759100
ETSY	ETSY INC	93,900	$19.53M	0.1%	$207.96	$185.34	+12.2%	COM	29786A106
CDW	CDW CORP/DE	106,400	$19.37M	0.1%	$182.02 *	$163.08	+5.9%	COM	12514G108
GNRC	GENERAC HOLDINGS	46,800	$19.13M	0.1%	$408.68	$336.88	+21.3%	COM	368736104
NET	CLOUDFLARE INC-A	167,700	$18.89M	0.1%	$112.65	$83.32	+35.2%	COM	18915M107
PAYC	PAYCOM SOFTWARE	38,100	$18.89M	0.1%	$495.75	$224.00	+116.9%	COM	70432V102
URI	UNITED RENTALS	53,749	$18.86M	0.1%	$350.93 *	$120.53	+182.0%	COM	911363109
HIG	HARTFORD FINL SV	264,900	$18.61M	0.1%	$70.25 *	$59.61	+8.1%	COM	416515104
DDOG	DATADOG INC-A	131,500	$18.59M	0.1%	$141.35	$91.25	+54.9%	COM	23804L103
ED	CONS EDISON INC	254,900	$18.5M	0.1%	$72.59 *	$62.62	-0.1%	COM	209115104
HSY	HERSHEY CO/THE	109,069	$18.46M	0.1%	$169.25 *	$108.72	+40.3%	COM	427866108
BBY	BEST BUY CO INC	173,525	$18.34M	0.1%	$105.71 *	$50.88	+71.0%	COM	086516101
—	BARRICK GOLD CRP	572,300	$18.23M	0.1%	$31.85	$26.89	—	COM	067901108
—	KANSAS CITY SOUT	67,331	$18.22M	0.1%	$270.63	$114.29	—	COM	485170302
KDP	KEURIG DR PEPPER	523,800	$17.89M	0.1%	$34.16 *	$28.17	+8.7%	COM	49271V100
IGIFF	IGM FINANCIAL IN	60,493	$17.89M	0.1%	$295.79 *	$27.75	+3.6%	COM	449586106
GRMN	GARMIN LTD	114,127	$17.74M	0.1%	$155.46 *	$63.45	+122.8%	COM	H2906T109
—	RITCHIE BROS	80,600	$17.45M	0.1%	$216.44	$69.44	—	COM	767744105
TSCO	TRACTOR SUPPLY	86,101	$17.45M	0.1%	$202.61 *	$16.75	+124.8%	COM	892356106
—	HORIZON THERAPEU	157,700	$17.27M	0.1%	$109.54	$79.27	—	COM	G46188101
BTG	B2GOLD CORP	338,500	$17.16M	0.1%	$50.71 *	$3.22	-10.6%	COM	11777Q209
FTV	FORTIVE CORP	237,786	$16.78M	0.1%	$70.57 *	$43.94	+18.8%	COM	34959J108
VMC	VULCAN MATERIALS	98,700	$16.7M	0.1%	$169.16 *	$172.27	-5.1%	COM	929160109
WAT	WATERS CORP	46,333	$16.55M	0.1%	$357.30	$201.85	+77.0%	COM	941848103
DOV	DOVER CORP	106,400	$16.55M	0.1%	$155.50 *	$83.75	+75.9%	COM	260003108
XYL	XYLEM INC	133,635	$16.53M	0.1%	$123.68 *	$65.95	+78.2%	COM	98419M100
VFC	VF CORP	246,699	$16.53M	0.1%	$66.99	$76.51	-12.4%	COM	918204108
NDAQ	NASDAQ INC	85,400	$16.48M	0.1%	$193.02 *	$51.63	+17.5%	COM	631103108
DTE	DTE ENERGY CO	143,547	$16.04M	0.1%	$111.71 *	$88.33	+9.9%	COM	233331107
—	CERNER CORP	226,900	$16M	0.1%	$70.52	$69.31	—	COM	156782104
PPL	PPL CORP	569,600	$15.88M	0.1%	$27.88 *	$23.14	+3.8%	COM	69351T106
TRU	TRANSUNION	141,324	$15.87M	0.1%	$112.31 *	$68.58	+60.1%	COM	89400J107
NTRS	NORTHERN TRUST	146,598	$15.8M	0.1%	$107.81 *	$74.67	+26.4%	COM	665859104
MLM	MARTIN MAR MTLS	46,100	$15.75M	0.1%	$341.67 *	$346.16	-3.9%	COM	573284106
SHOP	SHOPIFY INC - A	83,994	$15.7M	0.1%	$186.97 *	$29.99	+352.1%	COM	82509L107
VRSN	VERISIGN INC	76,600	$15.7M	0.1%	$205.01	$206.00	-1.3%	COM	92343E102
ZS	ZSCALER INC	59,600	$15.63M	0.1%	$262.21	$190.75	+37.5%	COM	98980G102
KEY	KEYCORP	717,610	$15.52M	0.1%	$21.62 *	$12.47	+39.9%	COM	493267108
IP	INTL PAPER CO	276,600	$15.47M	0.1%	$55.92 *	$25.27	+73.5%	COM	460146103
CLX	CLOROX CO	93,209	$15.44M	0.1%	$165.61 *	$125.73	+14.5%	COM	189054109
BF/B	BROWN-FORMAN -B	229,200	$15.36M	0.1%	$67.01 *	$48.75	+25.7%	COM	115637209
TRMB	TRIMBLE INC	185,366	$15.25M	0.1%	$82.25	$39.09	+110.4%	COM	896239100
RF	REGIONS FINANCIA	711,605	$15.16M	0.1%	$21.31 *	$11.51	+55.0%	COM	7591EP100
—	COOPER COS INC	36,377	$15.04M	0.1%	$413.31	$262.79	—	COM	216648402
CHD	CHURCH & DWIGHT	181,600	$14.99M	0.1%	$82.57 *	$65.50	+19.9%	COM	171340102
MKC	MCCORMICK-N/V	184,390	$14.94M	0.1%	$81.03 *	$74.18	-0.7%	COM	579780206
EXPD	EXPEDITORS INTL	125,378	$14.94M	0.1%	$119.13 *	$64.16	+76.2%	COM	302130109
NTAP	NETAPP INC	165,500	$14.86M	0.1%	$89.76 *	$69.89	+15.5%	COM	64110D104
CFG	CITIZENS FINANCI	314,879	$14.79M	0.1%	$46.98 *	$25.75	+51.7%	COM	174610105
TDY	TELEDYNE TECH	34,300	$14.73M	0.1%	$429.59	$336.34	+27.7%	COM	879360105
DRI	DARDEN RESTAURAN	96,509	$14.62M	0.1%	$151.47 *	$89.48	+47.0%	COM	237194105
—	ARISTA NETWORKS	42,386	$14.57M	0.1%	$343.65	$208.24	—	COM	040413106
RVTY	PERKINELMER INC	82,900	$14.37M	0.1%	$173.29	$91.43	+87.6%	COM	714046109
DGX	QUEST DIAGNOSTIC	98,845	$14.36M	0.1%	$145.31 *	$87.33	+53.0%	COM	74834L100
BR	BROADRIDGE FINL	85,730	$14.29M	0.1%	$166.64 *	$100.68	+54.0%	COM	11133T103
MTB	M&T BANK CORP	95,280	$14.23M	0.1%	$149.34 *	$124.85	+4.3%	COM	55261F104
ALLY	ALLY FINANCIAL I	277,080	$14.14M	0.1%	$51.05 *	$22.06	+98.6%	COM	02005N100
HOLX	HOLOGIC INC	190,860	$14.09M	0.1%	$73.81	$46.28	+59.5%	COM	436440101
IR	INGERSOLL-RAND I	279,100	$14.07M	0.1%	$50.41	$48.84	+2.7%	COM	45687V106
QRVO	QORVO INC	83,900	$14.03M	0.1%	$167.19	$184.45	-9.4%	COM	74736K101
BLDP	BALLARD POWER	174,300	$13.99M	0.1%	$80.25 *	$15.84	-11.3%	COM	058586108
ON	ON SEMICONDUCTOR	305,100	$13.96M	0.1%	$45.77	$39.26	+16.6%	COM	682189105
TECH	BIO-TECHNE CORP	28,800	$13.96M	0.1%	$484.58 *	$103.38	+15.0%	COM	09073M104
BURL	BURLINGTON STORE	49,000	$13.89M	0.1%	$283.57	$190.04	+49.2%	COM	122017106
TYL	TYLER TECHNOLOG	30,100	$13.8M	0.1%	$458.64	$425.46	+7.8%	COM	902252105
—	BROOKFIELD-A	41,600	$13.76M	0.1%	$330.72	$330.72	—	CL A	11284V105
DPZ	DOMINO'S PIZZA	28,800	$13.74M	0.1%	$476.94 *	$346.46	+30.1%	COM	25754A201
COR	AMERISOURCEBERGE	113,700	$13.58M	0.1%	$119.45 *	$68.03	+66.2%	COM	03073E105
—	AMCOR PLC	1,157,037	$13.41M	0.1%	$11.59 *	$8.32	+16.9%	COM	G0250X107
SLB	SCHLUMBERGER LTD	450,083	$13.34M	0.1%	$29.64 *	$38.07	-29.1%	COM	806857108
TFX	TELEFLEX INC	34,600	$13.03M	0.1%	$376.56 *	$397.07	-7.9%	COM	879369106
PFG	PRINCIPAL FINL	201,980	$13.01M	0.1%	$64.40 *	$41.04	+34.8%	COM	74251V102
GPC	GENUINE PARTS CO	107,006	$12.97M	0.1%	$121.23 *	$79.55	+35.6%	COM	372460105
GWW	WW GRAINGER INC	32,977	$12.96M	0.1%	$393.06 *	$254.29	+48.0%	COM	384802104
TU	TELUS CORP	318,704	$12.96M	0.1%	$40.67 *	$18.15	+21.0%	COM	87971M103
POOL	POOL CORP	29,800	$12.95M	0.1%	$434.40 *	$398.79	+3.3%	COM	73278L105
STE	STERIS PLC	63,300	$12.93M	0.1%	$204.28 *	$135.21	+45.5%	COM	G8473T100
CMS	CMS ENERGY CORP	213,969	$12.78M	0.1%	$59.73 *	$44.48	+17.7%	COM	125896100
AVY	AVERY DENNISON	61,500	$12.74M	0.1%	$207.20 *	$194.12	-0.9%	COM	053611109
CE	CELANESE CORP	84,500	$12.73M	0.1%	$150.64 *	$92.37	+51.6%	COM	150870103
RJF	RAYMOND JAMES	137,700	$12.71M	0.1%	$92.28 *	$82.27	+5.5%	COM	754730109
AKAM	AKAMAI TECHNOLOG	120,808	$12.63M	0.1%	$104.59	$74.66	+40.1%	COM	00971T101
WPM	WHEATON PRECIOUS	332,930	$12.53M	0.1%	$37.64 *	$21.27	+68.5%	COM	962879102
NVR	NVR INC	2,590	$12.42M	0.1%	$4794.21	$3124.77	+53.4%	COM	62944T105
CAG	CONAGRA BRANDS I	362,000	$12.26M	0.1%	$33.87 *	$23.32	+18.9%	COM	205887102
PWCDF	POWER CORP CDA	415,100	$12.26M	0.1%	$29.53 *	$26.42	+1.7%	COM	739239101
MKTX	MARKETAXESS	28,100	$11.82M	0.1%	$420.68 *	$440.86	-9.7%	COM	57060D108
WEC	WEC ENERGY GROUP	133,300	$11.76M	0.1%	$88.20 *	$59.35	+28.5%	COM	92939U106
—	COUPA SOFTWARE I	53,500	$11.73M	0.1%	$219.18	$279.45	—	COM	22266L106
HBAN	HUNTINGTON BANC	753,500	$11.65M	0.1%	$15.46 *	$12.39	+3.0%	COM	446150104
IEX	IDEX CORP	56,190	$11.63M	0.1%	$206.96 *	$134.38	+45.9%	COM	45167R104
OMC	OMNICOM GROUP	159,319	$11.54M	0.1%	$72.46 *	$59.81	+4.5%	COM	681919106
ACGL	ARCH CAPITAL GRP	301,300	$11.5M	0.1%	$38.18 *	$37.65	-3.6%	COM	G0450A105
AES	AES CORP	492,993	$11.26M	0.1%	$22.83 *	$12.03	+60.7%	COM	00130H105
CAE	CAE INC	217,388	$11.21M	0.1%	$51.57 *	$21.57	+38.4%	COM	124765108
FDS	FACTSET RESEARCH	28,100	$11.09M	0.1%	$394.77 *	$260.44	+45.6%	COM	303075105
KMI	KINDER MORGAN IN	655,700	$10.97M	0.1%	$16.73 *	$13.72	-4.3%	COM	49456B101
—	NORTONLIFELOCK I	431,000	$10.9M	0.1%	$25.30	$20.88	—	COM	871503108
—	ABIOMED INC	33,468	$10.89M	0.1%	$325.53	$261.21	—	COM	003654100
NPIFF	NORTHLAND POWER	71,700	$10.89M	0.1%	$151.92 *	$33.53	0.0%	COM	666511100
XEL	XCEL ENERGY INC	173,055	$10.82M	0.1%	$62.50 *	$44.55	+22.2%	COM	98389B100
CAH	CARDINAL HEALTH	217,471	$10.76M	0.1%	$49.46 *	$43.44	+3.6%	COM	14149Y108
LKQ	LKQ CORP	213,647	$10.75M	0.1%	$50.32 *	$25.14	+79.7%	COM	501889208
—	INTERPUBLIC GRP	289,300	$10.61M	0.1%	$36.67 *	$26.92	+16.0%	COM	460690100
LYB	LYONDELLBASELL-A	113,000	$10.61M	0.1%	$93.85 *	$42.22	+63.0%	COM	N53745100
MAS	MASCO CORP	190,478	$10.58M	0.1%	$55.55 *	$32.94	+55.7%	COM	574599106
CGNX	COGNEX CORP	130,358	$10.46M	0.1%	$80.22 *	$46.70	+67.0%	COM	192422103
AAP	ADVANCE AUTO PAR	48,500	$10.13M	0.1%	$208.89 *	$112.44	+66.9%	COM	00751Y106
WSPOF	WSP GLOBAL INC	84,200	$10.08M	0.1%	$119.71	$98.53	—	COM	92938W202
MTN	VAIL RESORTS	29,947	$10M	0.1%	$334.06	$236.77	+41.1%	COM	91879Q109
PSX	PHILLIPS 66	140,629	$9.848M	0.1%	$70.03 *	$69.14	-13.8%	COM	718546104
PTC	PTC INC	82,200	$9.847M	0.1%	$119.79	$82.51	+45.2%	COM	69370C100
—	CITRIX SYSTEMS	91,038	$9.775M	0.1%	$107.37	$92.77	—	COM	177376100
CCDBF	CCL INDS B	112,151	$9.775M	0.1%	$87.16 *	$52.64	-6.8%	SHARE	124900309
SJM	JM SMUCKER CO	81,184	$9.745M	0.1%	$120.04 *	$88.19	+17.9%	COM	832696405
—	WESTROCK CO	195,200	$9.727M	0.1%	$49.83	$44.93	—	COM	96145D105
PKG	PACKAGING CORP	70,200	$9.648M	0.1%	$137.44 *	$124.99	-3.3%	COM	695156109
LNC	LINCOLN NATL CRP	135,100	$9.288M	0.1%	$68.75 *	$45.05	+20.8%	COM	534187109
VLO	VALERO ENERGY	131,482	$9.279M	0.1%	$70.57 *	$56.76	+8.1%	COM	91913Y100
—	VMWARE INC-CL A	62,231	$9.254M	0.1%	$148.70	$130.15	—	COM	928563402
JKHY	JACK HENRY	56,363	$9.247M	0.1%	$164.06 *	$124.77	+24.7%	COM	426281101
MGA	MAGNA INTL	211,508	$9.216M	0.1%	$43.57 *	$40.51	+60.6%	COM	559222401
NDSN	NORDSON CORP	38,700	$9.216M	0.1%	$238.14 *	$201.21	+12.6%	COM	655663102
FBIN	FORTUNE BRANDS H	102,703	$9.184M	0.1%	$89.42 *	$39.32	+81.4%	COM	34964C106
FFIV	F5 NETWORKS	45,683	$9.081M	0.1%	$198.78	$149.19	+33.2%	COM	315616102
L	LOEWS CORP	168,200	$9.071M	0.1%	$53.93	$33.15	+60.2%	COM	540424108
PHM	PULTEGROUP INC	197,000	$9.046M	0.1%	$45.92 *	$53.39	-17.4%	COM	745867101
HRL	HORMEL FOODS CRP	219,986	$9.019M	0.1%	$41.00 *	$34.58	+3.9%	COM	440452100
PNR	PENTAIR PLC	123,000	$8.933M	0.1%	$72.63 *	$35.21	+95.0%	COM	G7S00T104
NTIOF	NATL BK CANADA	250,726	$8.933M	0.1%	$35.63 *	$64.89	+1.3%	COM	633067103
ALLE	ALLEGION PLC	67,181	$8.88M	0.1%	$132.18 *	$85.02	+46.9%	COM	G0176J109
GDDY	GODADDY INC-A	125,600	$8.754M	0.1%	$69.70	$83.53	-16.6%	COM	380237107
TMXXF	TMX GROUP LTD	41,300	$8.743M	0.1%	$211.69 *	$102.35	-0.2%	COM	87262K105
—	ANNALY CAPITAL M	1,035,900	$8.722M	0.1%	$8.42	$7.50	—	REIT	035710409
HAS	HASBRO INC	96,722	$8.63M	0.1%	$89.22 *	$79.47	-6.1%	COM	418056107
FSV	FIRSTSERVICE-WI	28,900	$8.63M	0.1%	$298.62 *	$180.03	-2.3%	COM	33767E202
CM	CAN IMPL BK COMM	333,388	$8.628M	0.1%	$25.88 *	$29.89	+54.9%	COM	136069101
CHRW	CH ROBINSON	99,177	$8.628M	0.1%	$87.00 *	$70.99	+10.7%	COM	12541W209
EQH	EQUITABLE HOLDIN	125,378	$8.607M	0.1%	$68.65 *	$18.74	+42.1%	COM	29452E101
FICO	FAIR ISAAC CORP	21,600	$8.595M	0.1%	$397.92	$370.30	+7.5%	COM	303250104
RHI	ROBERT HALF INTL	83,781	$8.406M	0.1%	$100.33	$57.19	+75.4%	COM	770323103
SNA	SNAP-ON INC	40,164	$8.392M	0.1%	$208.94 *	$131.46	+42.1%	COM	833034101
—	BLACK KNIGHT	116,300	$8.374M	0.1%	$72.00	$65.82	—	COM	09215C105
ATO	ATMOS ENERGY	94,900	$8.37M	0.1%	$88.20 *	$87.56	-9.4%	COM	049560105
BAH	BOOZ ALLEN HAMIL	102,500	$8.133M	0.1%	$79.35 *	$77.14	-5.4%	COM	099502106
HSIC	HENRY SCHEIN INC	106,015	$8.074M	0.0%	$76.16	$65.92	+15.5%	COM	806407102
WTRG	ESSENTIAL UTILIT	173,500	$7.995M	0.0%	$46.08	$42.33	+8.9%	COM	29670G102
NVCR	NOVOCURE LTD	68,300	$7.934M	0.0%	$116.16	$194.09	-40.1%	COM	G6674U108
MHK	MOHAWK INDS	44,387	$7.874M	0.0%	$177.39	$147.13	+20.6%	COM	608190104
BWA	BORGWARNER INC	177,900	$7.687M	0.0%	$43.21 *	$30.73	+16.4%	COM	099724106
LII	LENNOX INTL INC	25,292	$7.44M	0.0%	$294.16 *	$208.40	+34.1%	COM	526107107
CABO	CABLE ONE INC	4,100	$7.434M	0.0%	$1813.17 *	$1669.76	+1.2%	COM	12685J105
DVN	DEVON ENERGY CO	205,800	$7.308M	0.0%	$35.51 *	$20.25	+41.0%	COM	25179M103
GWRE	GUIDEWIRE SOFTWA	59,200	$7.037M	0.0%	$118.87	$96.35	+23.4%	COM	40171V100
IVZ	INVESCO LTD	290,525	$7.005M	0.0%	$24.11 *	$11.80	+69.2%	COM	G491BT108
DBX	DROPBOX INC-A	234,000	$6.837M	0.0%	$29.22	$22.75	+28.5%	COM	26210C104
AIZ	ASSURANT INC	43,100	$6.799M	0.0%	$157.75 *	$144.32	+1.6%	COM	04621X108
—	JUNIPER NETWORKS	244,360	$6.725M	0.0%	$27.52	$24.70	—	COM	48203R104
BEN	FRANKLIN RES INC	225,688	$6.707M	0.0%	$29.72 *	$22.76	+5.4%	COM	354613101
LW	LAMB WESTON	108,900	$6.683M	0.0%	$61.37 *	$62.76	-9.1%	COM	513272104
OC	OWENS CORNING	78,090	$6.677M	0.0%	$85.50	$58.78	+45.4%	COM	690742101
UGI	UGI CORP	155,200	$6.615M	0.0%	$42.62	$47.49	-10.3%	COM	902681105
AEE	AMEREN CORP	81,541	$6.605M	0.0%	$81.00 *	$50.81	+40.5%	COM	023608102
TAP	MOLSON COORS-B	141,689	$6.572M	0.0%	$46.38 *	$52.11	-22.0%	COM	60871R209
CDNAF	CANADIAN TIRE-A	18,500	$6.515M	0.0%	$352.16 *	$129.45	0.0%	COM	136681202
ST	SENSATA TECHNOLO	117,300	$6.419M	0.0%	$54.72	$58.29	-6.1%	COM	G8060N102
SEE	SEALED AIR CORP	115,342	$6.32M	0.0%	$54.79 *	$34.95	+44.1%	COM	81211K100
NWL	NEWELL BRANDS IN	284,500	$6.299M	0.0%	$22.14 *	$22.40	-18.5%	COM	651229106
WU	WESTERN UNION	305,900	$6.185M	0.0%	$20.22	$19.38	—	COM	959802109
HAL	HALLIBURTON CO	286,000	$6.183M	0.0%	$21.62 *	$19.67	+1.1%	COM	406216101
AOS	SMITH (A.O.)CORP	101,100	$6.174M	0.0%	$61.07 *	$39.84	+41.8%	COM	831865209
DVA	DAVITA INC	52,880	$6.148M	0.0%	$116.26	$63.08	+84.3%	COM	23918K108
FNV	FRANCO-NEVADA CO	61,422	$6.123M	0.0%	$99.69 *	$67.85	+84.2%	COM	351858105
WNGRF	WESTON (GEORGE)	56,676	$6.112M	0.0%	$107.84 *	$29.08	+16.6%	COM	961148509
CPB	CAMPBELL SOUP CO	145,811	$6.096M	0.0%	$41.81 *	$34.97	+3.1%	COM	134429109
PNW	PINNACLE WEST	83,910	$6.072M	0.0%	$72.36 *	$67.83	-11.9%	COM	723484101
BKR	BAKER HUGHES CO	234,600	$5.802M	0.0%	$24.73 *	$20.54	+8.5%	COM	05722G100
JAZZ	JAZZ PHARMACEUTI	44,517	$5.797M	0.0%	$130.22	$148.94	-12.6%	COM	G50871105
CNP	CENTERPOINT ENER	231,000	$5.683M	0.0%	$24.60 *	$21.82	+1.1%	COM	15189T107
VOYA	VOYA FINANCIAL I	90,877	$5.579M	0.0%	$61.39 *	$41.98	+34.8%	COM	929089100
—	DISCOVERY INC-C	225,148	$5.464M	0.0%	$24.27	$23.28	—	COM	25470F302
ACLLF	ATCO LTD-CLASS I	55,800	$5.212M	0.0%	$93.41 *	$28.15	0.0%	SHARE	046789400
ALV	AUTOLIV INC	60,800	$5.212M	0.0%	$85.72 *	$88.99	-14.0%	COM	052800109
TMTNF	TOROMONT INDS	60,400	$5.041M	0.0%	$83.46	$83.71	-0.3%	COM	891102105
—	SIRIUS XM HOLDIN	759,000	$4.63M	0.0%	$6.10	$5.87	—	COM	82968B103
—	PPD INC	89,800	$4.202M	0.0%	$46.79	$38.86	—	COM	69355F102
STLD	STEEL DYNAMICS	67,700	$3.959M	0.0%	$58.48 *	$22.53	+143.0%	COM	858119100
—	DISCOVERY INC -	119,228	$3.026M	0.0%	$25.38	$24.40	—	COM	25470F104
—	YAMANA GOLD INC	707,200	$2.791M	0.0%	$3.95	$3.95	—	COM	98462Y100
WFG	WEST FRASER TIMB	27,200	$2.291M	0.0%	$84.23	$74.55	+13.0%	COM	952845105