Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ACWV	ISHARES MSCI GLOBAL MIN VOL	646,453	$59.41M	5.1%	$87.58	—	ETF	464286525
USMV	iShares Edge MSCI Min Vol USA	907,008	$57.8M	4.9%	$59.88	—	ETF	46429B697
BND	Vanguard Total Bond Market	482,310	$42.55M	3.6%	$81.25	—	ETF	921937835
BNDX	Vanguard Total International Bond	698,500	$40.65M	3.5%	$54.88	—	ETF	92203J407
VBR	Vanguard Small-Cap Value	357,130	$39.51M	3.4%	$112.82	—	ETF	922908611
VTI	Vanguard Total Stock Market	199,069	$33.91M	2.9%	$131.57	—	ETF	922908769
ISTB	ISHARES CORE 1-5 YEAR USD BO	649,488	$33.48M	2.9%	$51.47	—	ETF	46432F859
AAPL	Apple Inc	270,263	$31.3M	2.7%	$100.54	+5.4%	COM	037833100
AVEM	AVANTIS EMERGING MARKETS EQ	552,758	$28.59M	2.4%	$47.30	—	ETF	025072604
MSFT	Microsoft Corp	127,152	$26.74M	2.3%	$153.59	+30.7%	COM	594918104
MTUM	iShares MSCI USA Momentum Factor	146,178	$21.55M	1.8%	$92.35	—	ETF	46432F396
AMZN	Amazon.com Inc	6,457	$20.33M	1.7%	$150.32	+4.9%	COM	023135106
BSV	Vanguard Short-Term Bond	228,057	$18.94M	1.6%	$81.38	—	ETF	921937827
EFAV	iShares MSCI EAFE Min Vol Factor	276,562	$18.84M	1.6%	$65.91	—	ETF	46429B689
VSS	Vanguard FTSE All-World ex-US Sm-Cp	174,792	$18.41M	1.6%	$98.24	—	ETF	922042718
EFV	iShares MSCI EAFE Value	435,007	$17.55M	1.5%	$46.15	—	ETF	464288877
VTV	Vanguard Value	166,205	$17.37M	1.5%	$95.86	—	ETF	922908744
VEA	Vanguard FTSE Developed Markets	415,348	$16.99M	1.4%	$38.07	—	ETF	921943858
VFVA	VANGUARD U.S. VALUE FACTOR	258,172	$15.94M	1.4%	$59.17	—	ETF	921935805
MUB	iShares National Muni Bond	118,944	$13.79M	1.2%	$111.27	—	ETF	464288414
VOE	Vanguard Mid-Cap Value	130,657	$13.24M	1.1%	$99.62	—	ETF	922908512
EEMV	iShares MSCI Emerg Mkts Min Vol Fctr	225,815	$12.46M	1.1%	$52.18	—	ETF	464286533
AVDV	AVANTIS INTL S/C VALUE ETF	257,583	$12.18M	1.0%	$44.44	—	ETF	025072802
VWO	Vanguard FTSE Emerging Markets	255,883	$11.07M	0.9%	$38.26	—	ETF	922042858
META	Facebook Inc	38,724	$10.14M	0.9%	$244.46	+4.8%	COM	30303M102
GLTR	Aberdeen Standard Phys PrecMtlBskShr	104,461	$9.815M	0.8%	$78.13	—	ETF	003263100
AVDE	AVANTIS INTERNATIONAL EQUITY	186,765	$9.2M	0.8%	$46.45	—	ETF	025072703
JNK	SPDR Blmbg Barclays High Yield Bd	76,087	$7.936M	0.7%	$106.87	—	ETF	78468R622
VCSH	Vanguard Short-Term Corporate Bond	93,079	$7.713M	0.7%	$80.70	—	ETF	92206C409
GOOGL	Alphabet Inc A	5,245	$7.687M	0.7%	$67.02	+12.8%	COM	02079K305
VFQY	VANGUARD U.S. QUALITY FACTOR	85,181	$7.079M	0.6%	$78.58	—	ETF	921935706
QUAL	iShares MSCI USA Quality Factor	67,988	$7.053M	0.6%	$86.21	—	ETF	46432F339
PFF	iShares Preferred&Income Securities	175,255	$6.389M	0.5%	$36.34	—	ETF	464288687
XLK	Technology Select Sector SPDR	53,720	$6.271M	0.5%	$85.95	—	ETF	81369Y803
VZ	Verizon Communications Inc	100,797	$5.996M	0.5%	$42.04	+1.3%	COM	92343V104
WMT	Walmart Inc	40,966	$5.732M	0.5%	$34.00	+21.5%	COM	931142103
XLV	Select Sector Spdr Trust The Health Care Select Sector Spdr Fund	53,024	$5.595M	0.5%	$97.41	—	ETF	81369Y209
INTC	Intel Corp	106,092	$5.493M	0.5%	$47.20	-1.4%	COM	458140100
UNH	UnitedHealth Group Inc	17,552	$5.472M	0.5%	$270.71	+3.9%	COM	91324P102
VTIP	Vanguard Short-Term Infl-Prot Secs	104,296	$5.321M	0.5%	$49.75	—	ETF	922020805
SCHC	Schwab International Small-Cap Equity	159,865	$5.2M	0.4%	$29.62	—	ETF	808524888
JNJ	Johnson & Johnson	34,885	$5.194M	0.4%	$126.01	+0.8%	COM	478160104
NVDA	NVIDIA Corp	9,530	$5.158M	0.4%	$8.40	+38.1%	COM	67066G104
HD	Home Depot Inc	17,878	$4.965M	0.4%	$213.99	+11.1%	COM	437076102
PG	Procter & Gamble Co	34,793	$4.836M	0.4%	$94.27	+23.4%	COM	742718109
TSM	TAIWAN SEMICONDUCTOR-SP ADR	56,065	$4.545M	0.4%	$81.07	—	COM	874039100
VNQ	Vanguard REIT	50,292	$3.973M	0.3%	$79.87	—	ETF	922908553
V	Visa Inc	19,185	$3.836M	0.3%	$182.94	+5.1%	COM	92826C839
EMB	iShares JPMorgan USD Emerg Markets Bond	33,953	$3.766M	0.3%	$109.11	—	ETF	464288281
ABBV	AbbVie Inc	42,973	$3.764M	0.3%	$73.36	+4.0%	COM	00287Y109
VMBS	Vanguard Mortgage-Backed Secs	68,061	$3.694M	0.3%	$52.72	—	ETF	92206C771
SUB	iShares Short-Term National Muni Bond	34,057	$3.682M	0.3%	$106.99	—	ETF	464288158
SJNK	SPDR Blmbg BarclaysST HY Bd	135,532	$3.507M	0.3%	$26.84	—	ETF	78468R408
JPM	JPMorgan Chase & Co.	34,632	$3.334M	0.3%	$94.08	-9.2%	COM	46625H100
SHM	SPDR Nuveen Blmbg Barclays ST MunBd	65,418	$3.263M	0.3%	$48.70	—	ETF	78468R739
GOOG	Alphabet Inc Cl C	2,190	$3.218M	0.3%	$75.72	0.0%	COM	02079K107
ADBE	Adobe Inc	6,453	$3.165M	0.3%	$414.22	+12.3%	COM	00724F101
AMGN	Amgen Inc	12,170	$3.093M	0.3%	$200.98	+4.3%	COM	031162100
QCOM	QUALCOMM Inc	25,750	$3.03M	0.3%	$80.78	+17.8%	COM	747525103
CMCSA	Comcast Corp A	63,227	$2.925M	0.2%	$37.62	0.0%	COM	20030N101
XLY	Select Sector Spdr Fund Shs Ben Consumer Discretionary	19,728	$2.901M	0.2%	$147.05	—	ETF	81369Y407
MA	Mastercard Inc	8,572	$2.899M	0.2%	$315.67	0.0%	COM	57636Q104
BRK/B	BERKSHIRE HATHAWAY INC-CL B	13,583	$2.892M	0.2%	$204.56	0.0%	COM	084670702
COST	Costco Wholesale Corp	8,074	$2.866M	0.2%	$243.14	+27.1%	COM	22160K105
ACN	Accenture PLC	12,555	$2.837M	0.2%	$183.59	+15.6%	COM	G1151C101
MRK	Merck & Co Inc	33,497	$2.779M	0.2%	$64.59	+2.1%	COM	58933Y105
TGT	Target Corp	17,371	$2.735M	0.2%	$87.36	+35.8%	COM	87612E106
XLC	Communication Services Sel Sect SPDRETF	45,710	$2.716M	0.2%	$59.42	—	ETF	81369Y852
T	AT&T Inc	90,402	$2.577M	0.2%	$17.54	-11.3%	COM	00206R102
PEP	Pepsico Incorporated	17,677	$2.45M	0.2%	$115.17	0.0%	COM	713448108
—	iShares MSCI Frontier 100	95,241	$2.437M	0.2%	$27.21	—	ETF	464286145
PYPL	PayPal Holdings Inc	12,315	$2.426M	0.2%	$180.87	+3.9%	COM	70450Y103
SPLV	Invesco S&P 500 Low Volatility	44,707	$2.399M	0.2%	$52.12	—	ETF	46138E354
LOW	Lowe's Companies Inc	13,844	$2.296M	0.2%	$128.06	+9.2%	COM	548661107
TMO	Thermo Fisher Scientific Inc	5,123	$2.262M	0.2%	$369.84	+10.2%	COM	883556102
VNQI	Vanguard Global ex-US Real Estate	45,341	$2.204M	0.2%	$51.17	—	ETF	922042676
NKE	Nike Inc Class B	16,491	$2.07M	0.2%	$90.08	+10.6%	COM	654106103
UNP	Union Pacific Corp	10,274	$2.023M	0.2%	$156.36	+5.4%	COM	907818108
KO	Coca Cola Company	40,769	$2.013M	0.2%	$41.62	-2.0%	COM	191216100
HUM	Humana Inc	4,828	$1.998M	0.2%	$347.90	+10.1%	COM	444859102
IBM	International Business Machines	16,421	$1.998M	0.2%	$94.81	-1.0%	COM	459200101
PFE	Pfizer Inc	52,753	$1.936M	0.2%	$27.11	0.0%	COM	717081103
MDT	Medtronic PLC	18,521	$1.925M	0.2%	$82.96	+3.9%	COM	G5960L103
DG	Dollar General Corp	9,145	$1.917M	0.2%	$127.18	+43.2%	COM	256677105
TXN	Texas Instruments Inc	12,875	$1.838M	0.2%	$114.56	+2.0%	COM	882508104
TMUS	T-Mobile US Inc Com	15,973	$1.827M	0.2%	$96.22	+11.3%	COM	872590104
—	Lam Research Corp	5,490	$1.821M	0.2%	$254.74	—	COM	512807108
DHR	Danaher Corp	8,356	$1.799M	0.2%	$128.01	+35.7%	COM	235851102
AMAT	Applied Materials Inc	29,801	$1.772M	0.2%	$55.30	+6.5%	COM	038222105
SHW	Sherwin Williams Co	2,504	$1.745M	0.1%	$192.49	+8.2%	COM	824348106
APD	Air Products & Chemicals Inc	5,779	$1.721M	0.1%	$209.09	+20.4%	COM	009158106
LLY	Eli Lilly and Company	11,442	$1.694M	0.1%	$144.62	+0.8%	COM	532457108
ORCL	Oracle Corporation	27,933	$1.668M	0.1%	$51.64	+2.1%	COM	68389X105
DIS	Walt Disney Co	13,426	$1.666M	0.1%	$122.12	0.0%	COM	254687106
CSCO	Cisco Systems Inc	42,045	$1.656M	0.1%	$37.06	0.0%	COM	17275R102
CI	Cigna Corp	9,675	$1.639M	0.1%	$165.39	-2.6%	COM	125523100
MU	Micron Technology Inc	34,249	$1.608M	0.1%	$46.41	+1.8%	COM	595112103
ETN	Eaton Corp PLC	15,729	$1.605M	0.1%	$77.84	+14.6%	COM	G29183103
BIIB	Biogen Inc	5,634	$1.598M	0.1%	$289.27	-3.6%	COM	09062X103
BBY	Best Buy Co Inc	14,191	$1.579M	0.1%	$70.87	+15.4%	COM	086516101
ZTS	Zoetis Inc	9,379	$1.551M	0.1%	$120.10	+22.1%	COM	98978V103
TT	Trane Technologies Plc	12,749	$1.546M	0.1%	$98.24	+6.6%	COM	G8994E103
CVS	CVS Health Corp	26,340	$1.538M	0.1%	$53.47	-2.0%	COM	126650100
—	BlackRock Inc	2,691	$1.517M	0.1%	$523.63	—	COM	09247X101
ABT	Abbott Laboratories	13,622	$1.482M	0.1%	$90.46	+2.1%	COM	002824100
CMI	Cummins Inc	6,967	$1.471M	0.1%	$152.01	+15.0%	COM	231021106
DHI	DR Horton Inc	19,335	$1.462M	0.1%	$48.82	+32.5%	COM	23331A109
MMM	3M Company	9,058	$1.451M	0.1%	$110.37	0.0%	COM	88579Y101
MS	Morgan Stanley	29,463	$1.425M	0.1%	$39.60	+7.4%	COM	617446448
UPS	United Parcel Service Inc	8,391	$1.398M	0.1%	$117.34	0.0%	COM	911312106
KR	Kroger Company	40,854	$1.385M	0.1%	$29.82	+3.3%	COM	501044101
LMT	Lockheed Martin Corp	3,579	$1.372M	0.1%	$328.22	+0.2%	COM	539830109
BAC	Bank of America Corp	56,953	$1.372M	0.1%	$22.93	-4.8%	COM	060505104
SHY	iShares 1-3 Year Treasury Bond	15,852	$1.371M	0.1%	$85.90	—	ETF	464287457
JD	JD.COM INC-ADR	17,129	$1.329M	0.1%	$77.59	—	COM	47215P106
EMR	Emerson Electric Co	20,205	$1.325M	0.1%	$58.78	0.0%	COM	291011104
MCD	McDonald's Corporation	5,899	$1.295M	0.1%	$181.40	0.0%	COM	580135101
SWKS	Skyworks Solutions Inc	8,836	$1.286M	0.1%	$102.88	+18.2%	COM	83088M102
CAT	Caterpillar Inc	8,599	$1.283M	0.1%	$126.81	0.0%	COM	149123101
GIS	General Mills Inc	20,770	$1.281M	0.1%	$48.06	+8.4%	COM	370334104
ELV	Anthem Inc	4,727	$1.27M	0.1%	$248.82	+0.5%	COM	036752103
KLAC	KLA Corp	6,543	$1.268M	0.1%	$158.47	+17.5%	COM	482480100
NEE	NextEra Energy Inc	4,540	$1.26M	0.1%	$54.42	+10.8%	COM	65339F101
URI	United Rentals Inc	7,197	$1.256M	0.1%	$146.26	+11.3%	COM	911363109
MRSH	Marsh & McLennan Co Inc	10,851	$1.245M	0.1%	$94.92	+11.3%	COM	571748102
TSLA	Tesla Inc	2,875	$1.233M	0.1%	$118.07	0.0%	COM	88160R101
RSG	Republic Svcs Inc	13,041	$1.217M	0.1%	$75.93	+9.4%	COM	760759100
AVGO	Broadcom Inc	3,338	$1.216M	0.1%	$29.64	0.0%	COM	11135F101
QRVO	Qorvo Inc	9,423	$1.216M	0.1%	$105.74	+17.3%	COM	74736K101
ITW	Illinois Tool Works Inc	6,211	$1.2M	0.1%	$157.79	+6.0%	COM	452308109
LEN	Lennar Corp Class A	14,647	$1.196M	0.1%	$58.63	+12.3%	COM	526057104
—	HORIZON THERAPEUTICS PLC	15,350	$1.192M	0.1%	$37.09	—	COM	G46188101
PGR	Progressive Corp	12,531	$1.186M	0.1%	$65.84	+16.2%	COM	743315103
AMP	Ameriprise Financial Inc	7,675	$1.183M	0.1%	$134.31	+5.3%	COM	03076C106
PCAR	Paccar Inc	13,819	$1.178M	0.1%	$41.16	+11.7%	COM	693718108
CTAS	Cintas Corp	3,513	$1.169M	0.1%	$59.07	+23.4%	COM	172908105
REGN	Regeneron Pharmaceuticals	2,044	$1.144M	0.1%	$581.40	+3.7%	COM	75886F107
PM	Philip Morris International Inc.	15,077	$1.131M	0.1%	$56.69	+3.8%	COM	718172109
—	Activision Blizzard Inc	13,963	$1.13M	0.1%	$78.23	—	COM	00507V109
TER	Teradyne Inc	14,092	$1.12M	0.1%	$55.50	+49.5%	COM	880770102
HON	Honeywell International	6,791	$1.118M	0.1%	$133.70	-0.4%	COM	438516106
XOM	Exxon Mobil Corporation	32,549	$1.117M	0.1%	$32.32	0.0%	COM	30231G102
TROW	T. Rowe Price Group Inc	8,668	$1.111M	0.1%	$89.89	+16.8%	COM	74144T108
PHM	Pulte Group	23,993	$1.111M	0.1%	$35.97	+12.7%	COM	745867101
CRM	Salesforce.com Inc	4,400	$1.106M	0.1%	$216.28	0.0%	COM	79466L302
BMY	Bristol-Myers Squibb Company	18,328	$1.105M	0.1%	$48.55	+0.1%	COM	110122108
FAST	Fastenal Company	24,248	$1.093M	0.1%	$16.64	+20.6%	COM	311900104
MCK	McKesson Corporation	7,246	$1.079M	0.1%	$143.56	+2.2%	COM	58155Q103
ADP	Automatic Data Processing Inc.	7,709	$1.075M	0.1%	$125.37	-0.3%	COM	053015103
SNPS	Synopsys Inc	4,972	$1.064M	0.1%	$158.77	+28.2%	COM	871607107
DGX	Quest Diagnostic Inc	9,257	$1.06M	0.1%	$98.56	+8.1%	COM	74834L100
CVX	Chevron Corp	14,710	$1.059M	0.1%	$66.50	0.0%	COM	166764100
AON	Aon PLC	5,135	$1.059M	0.1%	$187.45	+2.3%	COM	G0403H108
RF	Regions Financial Corp	91,683	$1.057M	0.1%	$8.96	0.0%	COM	7591EP100
BAH	Booz Allen Hamilton Hldg Cl A	12,647	$1.049M	0.1%	$53.03	+39.4%	COM	099502106
NFLX	Netflix Inc	2,092	$1.046M	0.1%	$49.77	0.0%	COM	64110L106
NEM	Newmont Corporation	16,488	$1.046M	0.1%	$53.04	+4.0%	COM	651639106
DOV	Dover Corp	9,642	$1.045M	0.1%	$84.49	+18.0%	COM	260003108
EBAY	eBay Inc.	19,760	$1.029M	0.1%	$47.57	+5.6%	COM	278642103
KEYS	Keysight Technologies Inc	10,367	$1.024M	0.1%	$77.84	+26.2%	COM	49338L103
MAS	Masco Corp	18,572	$1.024M	0.1%	$41.53	+22.8%	COM	574599106
EL	Estee Lauder Companies Inc	4,675	$1.02M	0.1%	$167.31	+14.1%	COM	518439104
NSC	Norfolk Southern Corp	4,738	$1.014M	0.1%	$179.92	0.0%	COM	655844108
AKAM	Akamai Technologies Inc	9,138	$1.01M	0.1%	$98.24	+13.0%	COM	00971T101
ODFL	Old Dominion Freight Line Inc	5,476	$991K	0.1%	$73.29	+24.9%	COM	679580100
EA	Electronic Arts Inc	7,504	$979K	0.1%	$124.13	+6.8%	COM	285512109
FDX	FedEx Corp	3,884	$977K	0.1%	$180.94	0.0%	COM	31428X106
GRMN	GARMIN LTD	10,289	$976K	0.1%	$70.15	+26.6%	COM	H2906T109
BKNG	Booking Hldgs Inc	567	$970K	0.1%	$1727.91	0.0%	COM	09857L108
PH	Parker-Hannifin Corp	4,756	$962K	0.1%	$182.81	0.0%	COM	701094104
GILD	Gilead Sciences Inc	15,186	$960K	0.1%	$60.39	-7.1%	COM	375558103
CPRT	Copart Inc	9,104	$957K	0.1%	$19.14	+26.5%	COM	217204106
FBIN	Fortune Brands Home & Security Inc	11,009	$952K	0.1%	$53.82	+14.6%	COM	34964C106
SPGI	S&P Global Inc	2,637	$951K	0.1%	$337.41	0.0%	COM	78409V104
CDW	CDW Corporation	7,941	$949K	0.1%	$91.41	+17.3%	COM	12514G108
COP	ConocoPhillips	28,764	$945K	0.1%	$31.21	0.0%	COM	20825C104
COR	AmerisourceBergen Corp	9,745	$944K	0.1%	$83.18	+5.0%	COM	03073E105
SMG	SCOTTS MIRACLE-GRO CO	6,140	$939K	0.1%	$89.51	+40.4%	COM	810186106
CABO	CABLE ONE INC	495	$933K	0.1%	$979.20	+71.5%	COM	12685J105
CSX	CSX Corporation	11,895	$924K	0.1%	$22.95	0.0%	COM	126408103
CAG	CONAGRA BRANDS INC	25,857	$923K	0.1%	$25.47	+13.7%	COM	205887102
ALL	Allstate Corp	9,701	$913K	0.1%	$79.57	+2.8%	COM	020002101
TJX	TJX Companies Inc	16,392	$912K	0.1%	$50.05	0.0%	COM	872540109
WM	Waste Management Inc	8,041	$910K	0.1%	$95.46	+6.2%	COM	94106L109
WHR	WHIRLPOOL CORP	4,915	$904K	0.1%	$166.16	0.0%	COM	963320106
RMD	ResMed Inc	5,233	$897K	0.1%	$150.29	+17.4%	COM	761152107
ECL	Ecolab Inc	4,481	$895K	0.1%	$171.45	+9.9%	COM	278865100
MO	Altria Group Inc	23,169	$895K	0.1%	$27.18	0.0%	COM	02209S103
NOC	Northrop Grumman Corp	2,817	$889K	0.1%	$316.58	-5.8%	COM	666807102
JBHT	JB Hunt Transport Services Inc	7,023	$888K	0.1%	$110.69	+14.5%	COM	445658107
INTU	Intuit Inc	2,711	$884K	0.1%	$291.37	+3.9%	COM	461202103
CSGP	CoStar Group Inc	1,036	$879K	0.1%	$67.28	+18.5%	COM	22160N109
—	Kansas City Southern	4,849	$877K	0.1%	$153.86	—	COM	485170302
ENTG	Entegris Inc	11,654	$866K	0.1%	$50.34	+30.4%	COM	29362U104
MKTX	MarketAxess Holdings Inc	1,799	$866K	0.1%	$380.07	+22.4%	COM	57060D108
KMB	Kimberly-Clark Corp	5,806	$857K	0.1%	$112.28	+10.0%	COM	494368103
GWW	W.W. Grainger Inc.	2,403	$857K	0.1%	$299.16	+8.4%	COM	384802104
XSLV	Invesco S&P SmallCap Low Volatility	25,744	$855K	0.1%	$33.21	—	ETF	46138G102
SBUX	Starbucks Corp	9,931	$853K	0.1%	$70.79	0.0%	COM	855244109
DPZ	Domino's Pizza Inc	1,997	$849K	0.1%	$354.40	+5.1%	COM	25754A201
POOL	SCP Pool Corp	2,533	$847K	0.1%	$195.04	+49.2%	COM	73278L105
WST	West Pharm Srvc Inc	3,071	$844K	0.1%	$181.28	+44.1%	COM	955306105
—	Linde PLC	3,509	$836K	0.1%	$238.24	—	COM	G5494J103
HSY	The Hershey Company	5,794	$831K	0.1%	$109.92	+13.6%	COM	427866108
CCK	Crown Holdings Inc	10,764	$827K	0.1%	$63.57	+9.4%	COM	228368106
CTSH	Cognizant Technology Solutions Corp	11,809	$820K	0.1%	$59.95	0.0%	COM	192446102
—	SVB FINANCIAL GROUP	3,359	$808K	0.1%	$240.55	—	COM	78486Q101
CHTR	Charter Communications Inc Cl A	1,279	$799K	0.1%	$590.04	0.0%	COM	16119P108
LDOS	Leidos Holdings Inc	8,927	$796K	0.1%	$81.11	+3.7%	COM	525327102
MOH	Molina Healthcare Inc	4,345	$795K	0.1%	$176.52	+3.1%	COM	60855R100
CNC	Centene Corp Del	13,594	$793K	0.1%	$62.12	0.0%	COM	15135B101
LKQ	LKQ Corporation	28,223	$783K	0.1%	$27.34	-3.2%	COM	501889208
BAX	Baxter International Inc	9,582	$771K	0.1%	$75.21	0.0%	COM	071813109
EWBC	East West Bancorp	23,471	$768K	0.1%	$30.69	0.0%	COM	27579R104
LULU	Lululemon Athletica Inc.	2,303	$759K	0.1%	$215.41	+54.9%	COM	550021109
TDY	Teledyne Technologies Inc	2,433	$755K	0.1%	$260.84	+20.9%	COM	879360105
NVR	NVR Inc	184	$751K	0.1%	$3705.18	+4.2%	COM	62944T105
ROK	Rockwell Automation Inc	3,384	$747K	0.1%	$188.83	+7.9%	COM	773903109
—	Ansys Inc	2,273	$744K	0.1%	$218.90	—	COM	03662Q105
STT	State Street Corp	12,488	$741K	0.1%	$54.46	+0.1%	COM	857477103
AMD	Advanced Micro Devices	9,029	$740K	0.1%	$74.25	0.0%	COM	007903107
VRSK	Verisk Analytics Inc	3,976	$737K	0.1%	$147.25	+20.1%	COM	92345Y106
EW	Edwards Life Sciences Corp	9,183	$733K	0.1%	$71.20	+9.6%	COM	28176E108
SEDG	SOLAREDGE TECHNOLOGIES INC	3,069	$731K	0.1%	$192.20	0.0%	COM	83417M104
WSM	Williams-Sonoma Inc	7,937	$718K	0.1%	$25.43	+57.8%	COM	969904101
DE	Deere & Company	3,213	$712K	0.1%	$179.78	0.0%	COM	244199105
IDXX	IDEXX Labs Corp	1,791	$704K	0.1%	$339.27	+9.0%	COM	45168D104
CL	Colgate-Palmolive Co	9,096	$702K	0.1%	$67.34	0.0%	COM	194162103
JCI	Johnson Controls International	17,197	$702K	0.1%	$35.18	0.0%	COM	G51502105
RTX	Raytheon Technologies Corp	12,163	$700K	0.1%	$53.70	0.0%	COM	75513E101
ORLY	O Reilly Automotive Inc	1,518	$700K	0.1%	$30.39	0.0%	COM	67103H107
WFC	Wells Fargo & Co	29,659	$697K	0.1%	$21.83	0.0%	COM	949746101
MDLZ	Mondelez Intl Inc	12,078	$694K	0.1%	$46.85	+3.7%	COM	609207105
TSCO	Tractor Supply Co	4,829	$692K	0.1%	$23.81	+10.7%	COM	892356106
—	AVALARA INC	5,418	$690K	0.1%	$71.83	—	COM	05338G106
—	Jacobs Engineering Group Inc	7,426	$689K	0.1%	$76.33	—	COM	469814107
HCA	HCA HEALTHCARE INC	5,521	$688K	0.1%	$118.28	0.0%	COM	40412C101
FICO	Fair Isaac Corporation	1,612	$686K	0.1%	$260.34	+63.1%	COM	303250104
BALL	BALL CORP	8,257	$686K	0.1%	$62.48	+15.4%	COM	058498106
PPG	PPG Industries Inc	5,594	$683K	0.1%	$105.47	-0.2%	COM	693506107
LYB	Lyondellbasell Industries N V	9,625	$678K	0.1%	$48.10	0.0%	COM	N53745100
—	LABORATORY CRP OF AMER HLDGS	3,595	$677K	0.1%	$188.32	—	COM	50540R409
C	Citigroup Inc	15,586	$672K	0.1%	$41.02	0.0%	COM	172967424
FIS	Fidelity National Information	4,565	$672K	0.1%	$128.81	0.0%	COM	31620M106
XLU	Utilities Select Sector SPDR	11,300	$671K	0.1%	$55.41	—	ETF	81369Y886
BWA	BORGWARNER INC	17,326	$671K	0.1%	$31.74	0.0%	COM	099724106
EMN	EASTMAN CHEMICAL CO	8,535	$667K	0.1%	$62.45	0.0%	COM	277432100
DOW	Dow Inc	14,091	$663K	0.1%	$33.48	0.0%	COM	260557103
THO	Thor Industries Inc	6,810	$649K	0.1%	$83.64	+11.1%	COM	885160101
AN	AUTONATION INC	12,213	$646K	0.1%	$47.73	+9.2%	COM	05329W102
ROST	Ross Stores Inc	6,924	$646K	0.1%	$84.86	0.0%	COM	778296103
GM	General Motors Co	21,791	$645K	0.1%	$27.11	0.0%	COM	37045V100
DOCU	Docusign Inc	2,996	$645K	0.1%	$142.06	+46.1%	COM	256163106
BIO	Bio-Rad Laboratories Inc	1,249	$644K	0.1%	$404.46	+25.2%	COM	090572207
BDX	Becton, Dickinson and Company	2,759	$642K	0.1%	$225.34	0.0%	COM	075887109
BR	BROADRIDGE FINANCIAL SOLUTIO	4,801	$634K	0.1%	$112.18	+8.8%	COM	11133T103
—	IHS Markit Ltd	8,046	$632K	0.1%	$76.98	—	COM	G47567105
—	NUANCE COMMUNICATIONS INC	18,989	$630K	0.1%	$19.96	—	COM	67020Y100
AXP	American Express Co	6,226	$624K	0.1%	$93.70	-1.9%	COM	025816109
EXPD	Expeditors International Wash	6,875	$622K	0.1%	$74.36	+7.6%	COM	302130109
BURL	Burlington Stores Inc	3,015	$621K	0.1%	$205.44	-5.2%	COM	122017106
CLX	Clorox Co	2,950	$620K	0.1%	$175.81	+7.5%	COM	189054109
GNRC	GENERAC HOLDINGS INC	3,202	$620K	0.1%	$164.57	0.0%	COM	368736104
CHD	CHURCH & DWIGHT CO INC	6,553	$614K	0.1%	$72.55	+17.5%	COM	171340102
—	Cerner Corporation	8,496	$614K	0.1%	$68.11	—	COM	156782104
CBRE	CBRE Group Inc	13,060	$613K	0.1%	$43.97	+3.8%	COM	12504L109
—	Kellogg	9,361	$605K	0.1%	$51.36	+1.8%	COM	487836108
XPO	XPO LOGISTICS INC	7,122	$603K	0.1%	$25.72	+11.9%	COM	983793100
HRL	Hormel Foods Corp	12,305	$602K	0.1%	$41.67	+3.4%	COM	440452100
CPB	CAMPBELL SOUP CO	12,406	$600K	0.1%	$39.80	+3.6%	COM	134429109
CDNS	Cadence Design Systems Inc	5,606	$598K	0.1%	$79.10	+33.0%	COM	127387108
SNX	SYNNEX CORP	4,235	$593K	0.1%	$56.13	+5.0%	COM	87162W100
GEN	NortonLifeLock Inc	28,388	$592K	0.1%	$17.01	+13.5%	COM	668771108
MTCH	Match Group Inc	5,322	$589K	0.1%	$103.47	0.0%	COM	57667L107
BA	Boeing Co	3,544	$586K	0.0%	$170.43	0.0%	COM	097023105
NDAQ	NASDAQ Inc	4,779	$586K	0.0%	$37.35	+5.9%	COM	631103108
CME	CME Group Inc	3,476	$582K	0.0%	$136.26	0.0%	COM	12572Q105
GS	Goldman Sachs Group Inc	2,890	$581K	0.0%	$183.16	-2.3%	COM	38141G104
PAYX	Paychex Inc	7,262	$579K	0.0%	$64.54	0.0%	COM	704326107
XEL	Xcel Energy Inc	8,384	$579K	0.0%	$57.55	0.0%	COM	98389B100
DUK	Duke Energy Corp	6,491	$575K	0.0%	$66.72	0.0%	COM	26441C204
—	Walgreens Boots Alliance	16,013	$575K	0.0%	$35.91	—	COM	931427108
—	General Electric Company	91,715	$571K	0.0%	$6.23	—	COM	369604103
AZO	AutoZone Inc	485	$571K	0.0%	$1016.27	+16.3%	COM	053332102
ADSK	Autodesk Inc	2,466	$570K	0.0%	$237.64	0.0%	COM	052769106
DVA	DAVITA INC	6,657	$570K	0.0%	$78.57	+8.7%	COM	23918K108
ZBH	Zimmer Biomet Holdings Inc	4,164	$567K	0.0%	$124.98	0.0%	COM	98956P102
ZBRA	Zebra Technologies Corp	2,205	$557K	0.0%	$213.72	+25.9%	COM	989207105
SLB	Schlumberger LTD	35,763	$556K	0.0%	$16.53	0.0%	COM	806857108
PII	POLARIS INC	5,894	$556K	0.0%	$98.46	0.0%	COM	731068102
IR	Ingersoll Rand Inc	15,568	$554K	0.0%	$32.44	+2.7%	COM	45687V106
NOW	ServiceNow Inc	1,133	$550K	0.0%	$78.91	+13.2%	COM	81762P102
GPN	Global Payments Inc	3,090	$549K	0.0%	$168.75	-2.0%	COM	37940X102
MCO	Moody's Corp	1,888	$547K	0.0%	$272.91	0.0%	COM	615369105
STE	Steris PLC	3,095	$545K	0.0%	$145.56	+4.7%	COM	G8473T100
LHX	L3 Harris Technologies Inc	3,195	$543K	0.0%	$157.20	0.0%	COM	502431109
HUBB	Hubbell Inc	3,963	$542K	0.0%	$117.07	+7.1%	COM	443510607
OC	Owens Corning	7,836	$539K	0.0%	$61.29	+4.6%	COM	690742101
ALLE	Allegion PLC	5,438	$538K	0.0%	$94.15	+0.5%	COM	G0176J109
DLTR	DOLLAR TREE INC	5,869	$536K	0.0%	$94.09	0.0%	COM	256746108
VRTX	Vertex Pharmaceuticals Inc	1,956	$532K	0.0%	$271.12	+1.8%	COM	92532F100
BF/B	BROWN-FORMAN CORP-CLASS B	7,056	$531K	0.0%	$64.74	0.0%	COM	115637209
RS	Reliance Steel And Aluminum Co	5,172	$528K	0.0%	$100.79	+1.0%	COM	759509102
SNDR	SCHNEIDER NATIONAL INC-CL B	21,357	$528K	0.0%	$22.00	+17.3%	COM	80689H102
XYL	Xylem Inc	6,220	$523K	0.0%	$73.10	0.0%	COM	98419M100
EPAM	Epam Sys Inc	1,617	$523K	0.0%	$193.83	+54.0%	COM	29414B104
MPWR	Monolithic Power Systems	1,865	$521K	0.0%	$204.69	+22.2%	COM	609839105
TRV	The Travelers Companies Inc	4,808	$520K	0.0%	$102.46	0.0%	COM	89417E109
CAH	CARDINAL HEALTH INC	11,083	$520K	0.0%	$44.49	+0.3%	COM	14149Y108
FMC	FMC Corp	4,892	$518K	0.0%	$82.19	+10.4%	COM	302491303
BC	BRUNSWICK CORP	8,774	$517K	0.0%	$57.41	0.0%	COM	117043109
BSX	Boston Scientific	13,489	$515K	0.0%	$38.53	0.0%	COM	101137107
AEP	American Electric Power Co Inc	6,289	$514K	0.0%	$67.80	0.0%	COM	025537101
SWK	Stanley Black & Decker Inc	3,139	$509K	0.0%	$131.16	0.0%	COM	854502101
DXCM	DexCom Inc	1,233	$508K	0.0%	$95.79	+9.1%	COM	252131107
RPM	RPM Intl Inc	6,113	$506K	0.0%	$74.02	+10.3%	COM	749685103
SO	Southern Company	9,273	$503K	0.0%	$43.54	0.0%	COM	842587107
AME	Ametek Inc	5,062	$503K	0.0%	$86.56	+7.8%	COM	031100100
CHE	Chemed Corp	1,044	$501K	0.0%	$316.23	+52.4%	COM	16359R103
PNC	PNC Financial Service Corp	4,545	$500K	0.0%	$107.62	-17.6%	COM	693475105
APH	AMPHENOL CORP-CL A	4,578	$496K	0.0%	$25.06	0.0%	COM	032095101
ISRG	Intuitive Surgical Inc	698	$495K	0.0%	$224.54	0.0%	COM	46120E602
XLP	Consumer Staples Select Sector SPDR	7,708	$494K	0.0%	$55.48	—	ETF	81369Y308
TFC	Truist Financial Corp	12,976	$494K	0.0%	$29.38	0.0%	COM	89832Q109
TKR	Timken Co	9,080	$492K	0.0%	$51.62	0.0%	COM	887389104
—	Coupa Software Inc Com	1,793	$492K	0.0%	$276.96	—	COM	22266L106
SCHW	Charles Schwab Corp	13,483	$488K	0.0%	$32.40	0.0%	COM	808513105
VRSN	Verisign Inc	2,381	$488K	0.0%	$205.20	-0.2%	COM	92343E102
SNA	Snap-on Incorporated	3,315	$488K	0.0%	$117.89	+7.1%	COM	833034101
MASI	Masimo Corp	2,061	$487K	0.0%	$158.54	+41.4%	COM	574795100
GD	General Dynamics Corporation	3,515	$487K	0.0%	$131.04	0.0%	COM	369550108
F	Ford Motor Company	72,714	$484K	0.0%	$5.14	0.0%	COM	345370860
—	Fleetcor Technologies Inc	2,030	$483K	0.0%	$237.93	—	COM	339041105
W	Wayfair Inc	1,656	$482K	0.0%	$273.63	0.0%	COM	94419L101
MKC	McCormick & Co Inc Non-Voting	2,477	$481K	0.0%	$87.66	0.0%	COM	579780206
FTNT	Fortinet Inc	4,086	$481K	0.0%	$25.34	+1.9%	COM	34959E109
BK	Bank of New York Mellon Corp	14,012	$481K	0.0%	$31.18	0.0%	COM	064058100
USB	US Bancorp	13,417	$481K	0.0%	$28.94	0.0%	COM	902973304
MSI	Motorola Solutions Inc	3,062	$480K	0.0%	$136.41	0.0%	COM	620076307
JKHY	Henry Jack & Assoc Inc	2,944	$479K	0.0%	$143.34	+13.3%	COM	426281101
—	COLFAX CORP	15,245	$478K	0.0%	$31.35	—	COM	194014106
—	CenturyLink Inc	47,364	$478K	0.0%	$10.09	—	COM	156700106
IEX	IDEX Corp	2,610	$476K	0.0%	$152.08	+6.8%	COM	45167R104
CMG	Chipotle Mexican Grill	381	$474K	0.0%	$24.10	0.0%	COM	169656105
CASY	CASEY'S GENERAL STORES INC	2,659	$472K	0.0%	$131.12	+24.6%	COM	147528103
—	QUIDEL CORP	2,152	$472K	0.0%	$219.33	—	COM	74838J101
NTES	NETEASE INC-ADR	1,036	$471K	0.0%	$454.63	—	COM	64110W102
TRU	Transunion	5,583	$470K	0.0%	$84.11	0.0%	COM	89400J107
MET	MetLife Inc	12,594	$468K	0.0%	$32.01	0.0%	COM	59156R108
IP	International Paper Co	11,519	$467K	0.0%	$27.96	0.0%	COM	460146103
COF	Capital One Financial Corp	6,494	$467K	0.0%	$61.00	0.0%	COM	14040H105
—	Marvell Technology Group Ltd	11,748	$466K	0.0%	$39.67	—	COM	G5876H105
MTD	Mettler-Toledo International Inc	483	$466K	0.0%	$927.87	0.0%	COM	592688105
TDOC	TELADOC HEALTH INC	2,120	$465K	0.0%	$211.77	0.0%	COM	87918A105
—	TE Connectivity Ltd	4,725	$462K	0.0%	$97.78	—	COM	H84989104
ROP	ROPER TECHNOLOGIES INC	1,170	$462K	0.0%	$402.72	0.0%	COM	776696106
EXC	Exelon Corp	12,793	$457K	0.0%	$21.91	0.0%	COM	30161N101
KHC	Kraft Heinz Company	15,192	$455K	0.0%	$25.88	0.0%	COM	500754106
DKS	DICK'S SPORTING GOODS INC	7,842	$454K	0.0%	$41.47	0.0%	COM	253393102
MNST	Monster Beverage Corp	5,628	$451K	0.0%	$39.50	0.0%	COM	61174X109
NDSN	Nordson Corp	2,345	$450K	0.0%	$181.52	0.0%	COM	655663102
ADT	ADT INC	54,938	$449K	0.0%	$8.62	0.0%	COM	00090Q103
CC	The Chemours Company	21,469	$449K	0.0%	$15.88	0.0%	COM	163851108
DAL	Delta Air Lines Inc	14,639	$448K	0.0%	$28.05	0.0%	COM	247361702
LEG	LEGGETT & PLATT INC	10,882	$448K	0.0%	$33.85	+17.3%	COM	524660107
LSTR	LANDSTAR SYSTEM INC	3,554	$446K	0.0%	$112.27	—	COM	515098101
CE	Celanese Corp Series A	4,133	$444K	0.0%	$100.60	-9.7%	COM	150870103
—	Ameritrade Holding Corp	11,278	$442K	0.0%	$39.19	—	COM	87236Y108
LITE	LUMENTUM HOLDINGS INC	5,889	$442K	0.0%	$82.90	0.0%	COM	55024U109
IQV	IQvia Hldgs Inc	2,795	$441K	0.0%	$156.72	0.0%	COM	46266C105
SCCO	Southern Copper Corp	9,712	$440K	0.0%	$28.04	+20.9%	COM	84265V105
PKG	Packaging Corp of America	4,038	$440K	0.0%	$80.20	+8.3%	COM	695156109
CB	Chubb Limited	3,764	$437K	0.0%	$119.93	-3.4%	COM	H1467J104
D	Dominion Energy Inc	5,508	$435K	0.0%	$62.04	0.0%	COM	25746U109
GNTX	Gentex Corp	16,906	$435K	0.0%	$22.30	+19.1%	COM	371901109
FISV	Fiserv Inc	4,221	$435K	0.0%	$99.60	0.0%	COM	337738108
MCHP	Microchip Technology Inc	4,238	$435K	0.0%	$46.84	0.0%	COM	595017104
PWR	QUANTA SERVICES INC	8,210	$434K	0.0%	$46.03	0.0%	COM	74762E102
WAL	WESTERN ALLIANCE BANCORP	13,632	$431K	0.0%	$31.73	0.0%	COM	957638109
CINF	Cincinnati Financial	5,532	$431K	0.0%	$75.17	-10.2%	COM	172062101
—	Aptiv PLC	4,695	$430K	0.0%	$91.59	—	COM	G6095L109
PNR	Pentair PLC	9,401	$430K	0.0%	$40.59	0.0%	COM	G7S00T104
TTC	Toro Company	5,094	$428K	0.0%	$74.83	0.0%	COM	891092108
STZ	Constellation Brands Inc	2,247	$426K	0.0%	$167.00	0.0%	COM	21036P108
ADI	Analog Devices Inc	3,621	$423K	0.0%	$106.45	0.0%	COM	032654105
RRX	REGAL BELOIT CORP	4,505	$423K	0.0%	$74.94	+26.5%	COM	758750103
ITT	ITT Inc	7,134	$421K	0.0%	$57.54	+5.3%	COM	45073V108
HAL	Halliburton Co	33,784	$407K	0.0%	$13.17	0.0%	COM	406216101
HSIC	Henry Schein Inc	6,857	$403K	0.0%	$58.54	+9.6%	COM	806407102
KMX	Carmax Inc	4,388	$403K	0.0%	$99.89	0.0%	COM	143130102
HOLX	Hologic Inc	6,024	$400K	0.0%	$63.30	0.0%	COM	436440101
SRE	SEMPRA ENERGY	3,377	$400K	0.0%	$51.62	0.0%	COM	816851109
—	Citrix Systems Inc	2,896	$399K	0.0%	$144.31	—	COM	177376100
—	Twitter Inc	8,975	$399K	0.0%	$44.46	—	COM	90184L102
ICE	Intercontinental Exchange Inc	3,961	$396K	0.0%	$91.98	0.0%	COM	45866F104
PRU	Prudential Financial Inc	6,235	$396K	0.0%	$50.42	0.0%	COM	744320102
DD	DuPont de Nemours Inc	7,132	$396K	0.0%	$21.09	0.0%	COM	26614N102
ADM	Archer Daniels Midland Co	8,470	$394K	0.0%	$37.61	0.0%	COM	039483102
MSM	MSC Industrial Direct Co Inc	6,226	$394K	0.0%	$66.30	0.0%	COM	553530106
CTVA	Corteva Inc	13,650	$393K	0.0%	$26.48	0.0%	COM	22052L104
VFC	V.F. Corporation	5,534	$389K	0.0%	$64.59	0.0%	COM	918204108
A	Agilent Technologies Inc	3,836	$387K	0.0%	$93.24	0.0%	COM	00846U101
—	Discover Financial Services	6,691	$387K	0.0%	$57.84	—	COM	254709108
JBL	Jabil Inc	11,266	$386K	0.0%	$36.58	-10.6%	COM	466313103
CMS	CMS Energy Corp	6,290	$386K	0.0%	$52.06	0.0%	COM	125896100
CHRW	C.H. Robinson Worldwide Inc.	3,764	$385K	0.0%	$82.63	0.0%	COM	12541W209
SPOT	SPOTIFY TECHNOLOGY SA	1,587	$385K	0.0%	$258.29	0.0%	COM	L8681T102
VVV	VALVOLINE INC	20,218	$385K	0.0%	$20.65	0.0%	COM	92047W101
KMI	Kinder Morgan Inc	31,127	$384K	0.0%	$10.12	0.0%	COM	49456B101
ALB	Albemarle Corp	4,279	$382K	0.0%	$83.00	0.0%	COM	012653101
AJG	Gallagher Arthur J & Co	3,588	$379K	0.0%	$97.68	0.0%	COM	363576109
—	AMCOR PLC	34,230	$378K	0.0%	$8.71	0.0%	COM	G0250X107
VEEV	Veeva Systems Inc	1,338	$376K	0.0%	$263.54	0.0%	COM	922475108
VLO	Valero Energy Corp	8,675	$376K	0.0%	$42.61	0.0%	COM	91913Y100
TFX	TELEFLEX INC	1,105	$376K	0.0%	$358.12	0.0%	COM	879369106
PAYC	Paycom Software Inc	1,205	$375K	0.0%	$286.30	0.0%	COM	70432V102
AFL	AFLAC INC	10,185	$370K	0.0%	$32.08	0.0%	COM	001055102
MPC	Marathon Petroleum Corp	12,602	$370K	0.0%	$30.14	0.0%	COM	56585A102
HIG	Hartford Financial Svcs	10,001	$369K	0.0%	$35.51	0.0%	COM	416515104
SGI	TEMPUR SEALY INTERNATIONAL I	4,088	$365K	0.0%	$20.67	0.0%	COM	88023U101
WEC	WEC Energy Group Inc.	3,756	$364K	0.0%	$78.10	0.0%	COM	92939U106
OTIS	Otis Worldwide Corp	5,839	$364K	0.0%	$56.47	0.0%	COM	68902V107
FNF	FIDELITY NATIONAL FINANCIAL	11,602	$363K	0.0%	$24.42	0.0%	COM	31620R303
SJM	JM SMUCKER CO/THE	3,139	$363K	0.0%	$93.44	0.0%	COM	832696405
FRCB	FIRST REPUBLIC BANK/CA	3,323	$362K	0.0%	$109.27	0.0%	COM	33616C100
TSN	Tyson Foods Inc	6,000	$357K	0.0%	$67.95	-22.9%	COM	902494103
LVS	Las Vegas Sands Corp	7,649	$357K	0.0%	$45.63	0.0%	COM	517834107
—	Seagate Technology	7,227	$356K	0.0%	$49.26	—	COM	G7945M107
VMC	VULCAN MATERIALS CO	2,628	$356K	0.0%	$120.24	0.0%	COM	929160109
SYK	Stryker Corp	1,709	$356K	0.0%	$183.63	0.0%	COM	863667101
SYY	Sysco Corporation	5,714	$356K	0.0%	$50.42	0.0%	COM	871829107
PEG	Public Service Enterprise Group Inc	6,462	$355K	0.0%	$44.10	0.0%	COM	744573106
NTRS	Northern Trust Corp	4,547	$355K	0.0%	$67.99	0.0%	COM	665859104
CRL	Charles River Laboratories International Inc	1,557	$353K	0.0%	$207.53	0.0%	COM	159864107
FCX	Freeport McMoran Inc	22,500	$352K	0.0%	$13.50	0.0%	COM	35671D857
MAR	Marriott Intl Inc Cl A	3,786	$351K	0.0%	$90.98	0.0%	COM	571903202
AWK	American Water Works Company Inc	2,418	$350K	0.0%	$116.04	+10.2%	COM	030420103
GLW	Corning Inc	10,771	$349K	0.0%	$26.66	0.0%	COM	219350105
MSCI	MSCI Inc	979	$349K	0.0%	$343.86	0.0%	COM	55354G100
NUS	NU SKIN ENTERPRISES INC - A	6,967	$349K	0.0%	$39.33	0.0%	COM	67018T105
LUV	Southwest Airlines Co	9,287	$348K	0.0%	$33.06	0.0%	COM	844741108
ES	Eversource Energy	4,087	$341K	0.0%	$69.82	0.0%	COM	30040W108
ALGN	Align Technology Inc	1,042	$341K	0.0%	$305.27	0.0%	COM	016255101
EFX	Equifax Inc	2,164	$340K	0.0%	$157.47	0.0%	COM	294429105
UI	Ubiquiti Inc	2,041	$340K	0.0%	$141.36	+24.7%	COM	90353W103
—	Hess Corp	8,282	$339K	0.0%	$40.93	—	COM	42809H107
WSO	WATSCO INC	1,456	$339K	0.0%	$225.27	0.0%	COM	942622200
OMC	Omnicom Group Inc	6,816	$337K	0.0%	$44.01	0.0%	COM	681919106
PB	Prosperity Bancshares Inc	6,507	$337K	0.0%	$45.92	0.0%	COM	743606105
AIG	American Intl Group Inc	12,249	$337K	0.0%	$26.13	0.0%	COM	026874784
HPE	Hewlett Packard Enterprise Co	35,868	$336K	0.0%	$8.08	0.0%	COM	42824C109
ULTA	Ulta Beauty Inc	1,493	$334K	0.0%	$215.16	0.0%	COM	90384S303
PSX	Phillips 66	6,439	$334K	0.0%	$49.06	0.0%	COM	718546104
CFG	Citizens Financial Group Inc	13,154	$333K	0.0%	$20.14	0.0%	COM	174610105
HPQ	HP Inc	17,473	$332K	0.0%	$15.17	0.0%	COM	40434L105
YUM	Yum! Brands Inc	3,632	$332K	0.0%	$83.37	0.0%	COM	988498101
TRMB	Trimble Inc	6,827	$332K	0.0%	$47.78	0.0%	COM	896239100
—	Aspen Technology Inc	2,622	$332K	0.0%	$126.62	—	COM	045327103
SYF	Synchrony Financial Com	12,553	$329K	0.0%	$21.42	0.0%	COM	87165B103
ERIE	ERIE INDEMNITY COMPANY-CL A	1,562	$328K	0.0%	$167.01	+13.4%	COM	29530P102
EOG	EOG Resources Inc	9,139	$328K	0.0%	$34.85	0.0%	COM	26875P101
ILMN	Illumina Inc	1,061	$328K	0.0%	$344.57	0.0%	COM	452327109
PPL	PPL Corp	11,958	$325K	0.0%	$21.68	0.0%	COM	69351T106
RNR	RENAISSANCERE HOLDINGS LTD	1,917	$325K	0.0%	$186.31	-5.1%	COM	G7496G103
FITB	Fifth Third Bancorp	15,254	$325K	0.0%	$16.35	0.0%	COM	316773100
NUE	Nucor Corp	7,188	$322K	0.0%	$40.31	0.0%	COM	670346105
MLM	Martin Marietta Materials Inc	1,358	$320K	0.0%	$249.49	-16.3%	COM	573284106
GPC	Genuine Parts Co	3,340	$318K	0.0%	$80.03	0.0%	COM	372460105
IT	Gartner Inc	2,547	$318K	0.0%	$127.15	0.0%	COM	366651107
ELAN	ELANCO ANIMAL HEALTH INC	11,397	$318K	0.0%	$25.34	0.0%	COM	28414H103
CARR	Carrier Global Corp Com	10,423	$318K	0.0%	$26.37	0.0%	COM	14448C104
SSNC	SS&C Technologies Inc	5,225	$316K	0.0%	$59.83	0.0%	COM	78467J100
—	Splunk Inc	1,677	$315K	0.0%	$187.84	—	COM	848637104
AEE	Ameren Corp	3,977	$315K	0.0%	$67.00	0.0%	COM	023608102
ACGL	Arch Capital Group Ltd	10,749	$314K	0.0%	$33.33	-13.0%	COM	G0450A105
TTWO	TAKE-TWO INTERACTIVE SOFTWRE	1,882	$311K	0.0%	$162.41	0.0%	COM	874054109
MKSI	MKS INSTRUMENTS INC	2,840	$310K	0.0%	$112.47	0.0%	COM	55306N104
CGNX	Cognex Corp	4,764	$310K	0.0%	$60.95	0.0%	COM	192422103
OKE	Oneok Inc	11,932	$310K	0.0%	$19.94	0.0%	COM	682680103
—	Alexion Pharmaceuticals Inc	2,701	$309K	0.0%	$114.40	—	COM	015351109
MAN	Manpowergroup	4,183	$307K	0.0%	$86.82	-17.3%	COM	56418H100
ED	Consolidated Edison Inc	3,905	$304K	0.0%	$60.79	0.0%	COM	209115104
AGCO	AGCO CORP	4,064	$302K	0.0%	$59.78	-4.4%	COM	001084102
BFAM	Bright Horizons Family Solutions Inc	1,983	$301K	0.0%	$125.77	0.0%	COM	109194100
TDG	TRANSDIGM GROUP INC	633	$301K	0.0%	$390.77	0.0%	COM	893641100
TWLO	Twilio Inc Cl A	1,215	$300K	0.0%	$246.54	0.0%	COM	90138F102
ETR	Entergy Corp	3,023	$298K	0.0%	$40.64	0.0%	COM	29364G103
—	Cooper Companies Inc	880	$297K	0.0%	$337.50	—	COM	216648402
SAM	BOSTON BEER COMPANY INC-A	335	$296K	0.0%	$789.85	0.0%	COM	100557107
BX	Blackstone Group Inc Cl A	5,676	$296K	0.0%	$44.51	0.0%	COM	09260D107
AIZ	Assurant Inc	2,439	$296K	0.0%	$93.32	+11.9%	COM	04621X108
KEY	Keycorp Inc	24,653	$294K	0.0%	$10.73	-12.6%	COM	493267108
WMB	Williams Companies	14,871	$292K	0.0%	$15.40	0.0%	COM	969457100
AOS	AO Smith Corp	5,513	$291K	0.0%	$45.33	0.0%	COM	831865209
—	Arista Networks Inc	1,402	$290K	0.0%	$206.85	—	COM	040413106
MTB	M&T Bank Corp	3,120	$287K	0.0%	$85.82	0.0%	COM	55261F104
—	ViacomCBS Inc B	10,237	$287K	0.0%	$28.04	—	COM	92556H206
DRI	Darden Restaurants Inc.	2,846	$287K	0.0%	$70.74	0.0%	COM	237194105
—	Maxim Integrated Prods	4,226	$286K	0.0%	$67.68	—	COM	57772K101
HAIN	HAIN CELESTIAL GROUP INC	8,313	$285K	0.0%	$28.92	+14.5%	COM	405217100
WAB	Wabtec Corporation	4,603	$285K	0.0%	$62.20	0.0%	COM	929740108
HLT	Hilton Worldwide Holdings Inc	3,315	$283K	0.0%	$82.53	0.0%	COM	43300A203
FTV	Fortive Corp	3,714	$283K	0.0%	$44.58	0.0%	COM	34959J108
—	Abiomed Inc	1,018	$282K	0.0%	$277.01	—	COM	003654100
WRB	WR Berkley Corp	4,593	$281K	0.0%	$24.25	0.0%	COM	084423102
UHS	Universal Health Services Inc	2,613	$280K	0.0%	$121.82	-14.5%	COM	913903100
GDDY	GODADDY INC - CLASS A	3,648	$277K	0.0%	$75.39	0.0%	COM	380237107
—	AMERICA MOVIL-SPN ADR CL L	22,165	$277K	0.0%	$12.50	—	COM	02364W105
DOX	AmDocs Limited	4,814	$276K	0.0%	$53.34	0.0%	COM	G02602103
FDS	Factset Resh Sys Inc	818	$274K	0.0%	$328.41	0.0%	COM	303075105
LBRDK	Liberty Broadband Corp C	1,904	$272K	0.0%	$128.66	0.0%	COM	530307305
WDC	Western Digital Corp	7,404	$271K	0.0%	$29.61	0.0%	COM	958102105
SBNY	SIGNATURE BANK	3,259	$270K	0.0%	$82.85	—	COM	82669G104
—	Catalent Inc	3,113	$267K	0.0%	$85.77	—	COM	148806102
WAT	Waters Corp	1,354	$265K	0.0%	$207.83	0.0%	COM	941848103
—	Pioneer Natural Resources Co	3,072	$264K	0.0%	$85.94	—	COM	723787107
AES	AES Corp	14,547	$263K	0.0%	$13.76	0.0%	COM	00130H105
ETSY	Etsy Inc	2,154	$262K	0.0%	$117.07	0.0%	COM	29786A106
HAS	Hasbro Inc	3,145	$260K	0.0%	$62.72	0.0%	COM	418056107
BRO	Brown & Brown Inc	5,718	$259K	0.0%	$43.00	0.0%	COM	115236101
KNX	Knight-Swift Transportation Holdings Inc	6,352	$259K	0.0%	$37.19	+11.5%	COM	499049104
RVTY	PERKINELMER INC	2,057	$258K	0.0%	$113.55	0.0%	COM	714046109
ATO	ATMOS ENERGY CORP	2,698	$258K	0.0%	$83.37	+4.6%	COM	049560105
UAL	United Airlines Holdings Inc	7,425	$258K	0.0%	$34.59	0.0%	COM	910047109
UTHR	UNITED THERAPEUTICS CORP	2,548	$257K	0.0%	$112.41	-2.4%	COM	91307C102
CCL	Carnival Corp	16,846	$256K	0.0%	$15.46	0.0%	COM	143658300
OSK	Oshkosh Corp	3,479	$256K	0.0%	$69.71	+0.9%	COM	688239201
SPY	SPDR S&P 500	761	$255K	0.0%	$335.09	—	ETF	78462F103
PFG	Principal Financial Group Inc	6,311	$254K	0.0%	$34.89	0.0%	COM	74251V102
EVRG	Evergy Inc	4,957	$252K	0.0%	$45.07	0.0%	COM	30034W106
MANH	MANHATTAN ASSOCIATES INC	2,604	$249K	0.0%	$79.57	+19.0%	COM	562750109
ARW	Arrow Electronics	3,162	$249K	0.0%	$73.87	0.0%	COM	042735100
RHI	Robert Half Intl	4,688	$248K	0.0%	$53.25	0.0%	COM	770323103
RCL	Royal Caribbean Cruises	3,798	$246K	0.0%	$57.86	0.0%	COM	V7780T103
MKL	Markel Corp	250	$243K	0.0%	$1015.77	0.0%	COM	570535104
INGR	Ingredion Inc	3,180	$241K	0.0%	$81.82	-0.7%	COM	457187102
—	EATON VANCE CORP	6,156	$235K	0.0%	$38.17	—	COM	278265103
FE	FirstEnergy Corp	8,202	$235K	0.0%	$25.02	0.0%	COM	337932107
CSL	Carlisle Companies Inc	1,915	$234K	0.0%	$113.20	+1.8%	COM	142339100
WTW	WILLIS TOWERS WATSON PLC	1,114	$233K	0.0%	$189.92	0.0%	COM	G96629103
AVY	Avery Dennison Corp	1,807	$231K	0.0%	$107.75	0.0%	COM	053611109
Z	Zillow Group Inc C	2,269	$231K	0.0%	$78.10	0.0%	COM	98954M200
INCY	Incyte Corp	2,558	$230K	0.0%	$96.47	0.0%	COM	45337C102
EG	Everest RE Group Ltd	1,164	$230K	0.0%	$188.00	+2.2%	COM	G3223R108
OPTU	Altice USA Inc Cl A	8,754	$228K	0.0%	$25.97	0.0%	COM	02156K103
TECH	BIO-TECHNE CORP	917	$227K	0.0%	$63.60	0.0%	COM	09073M104
—	BLACK KNIGHT INC	2,591	$226K	0.0%	$87.23	—	COM	09215C105
OLED	UNIVERSAL DISPLAY CORP	1,243	$225K	0.0%	$163.00	0.0%	COM	91347P105
OXY	Occidental Petroleum Corp	22,484	$225K	0.0%	$13.27	0.0%	COM	674599105
FND	FLOOR & DECOR HOLDINGS INC-A	2,998	$224K	0.0%	$68.70	0.0%	COM	339750101
ROL	Rollins Inc	4,111	$223K	0.0%	$32.34	0.0%	COM	775711104
—	Seattle Genetics Inc	1,135	$222K	0.0%	$195.59	—	COM	812578102
ACAD	ACADIA PHARMACEUTICALS INC	5,381	$222K	0.0%	$43.18	0.0%	COM	004225108
LII	LENNOX INTERNATIONAL INC	810	$221K	0.0%	$250.12	0.0%	COM	526107107
RNG	Ringcentral Inc	804	$221K	0.0%	$277.78	0.0%	COM	76680R206
ATR	AptarGroup Inc	1,934	$219K	0.0%	$109.06	0.0%	COM	038336103
KDP	Keurig Dr Pepper Inc	7,839	$216K	0.0%	$25.60	0.0%	COM	49271V100
—	Ceridian HCM Holding Inc	2,583	$213K	0.0%	$78.21	0.0%	COM	15677J108
SEIC	SEI Investments Co	4,204	$213K	0.0%	$48.45	+1.4%	COM	784117103
BMRN	Biomarin Pharmaceutical Inc	2,754	$210K	0.0%	$101.18	0.0%	COM	09061G101
EXAS	EXACT SCIENCES CORP	2,043	$208K	0.0%	$86.36	0.0%	COM	30063P105
WU	Western Union Co	9,725	$208K	0.0%	$22.07	—	COM	959802109
—	L BRANDS INC	6,513	$207K	0.0%	$31.78	—	COM	501797104
—	ZENDESK INC	1,998	$206K	0.0%	$103.10	—	COM	98936J101
GFI	GOLD FIELDS LTD-SPONS ADR	16,796	$206K	0.0%	$12.26	—	COM	38059T106
VST	Vistra Corp	10,870	$205K	0.0%	$16.72	0.0%	COM	92840M102
SNAP	Snap Inc	7,833	$205K	0.0%	$23.26	0.0%	COM	83304A106
FLO	FLOWERS FOODS INC	8,376	$204K	0.0%	$18.66	0.0%	COM	343498101
LW	Lamb Weston Holdings	3,057	$203K	0.0%	$58.69	0.0%	COM	513272104
MPT	Medical Properties Trust Inc	10,753	$190K	0.0%	$17.67	—	COM	58463J304
PCG	P G & E CORP	18,429	$173K	0.0%	$9.16	0.0%	COM	69331C108
—	Mylan NV Shs Euro	11,048	$164K	0.0%	$14.84	—	COM	N59465109
—	TIM PARTICIPACOES SA-ADR	14,004	$161K	0.0%	$11.50	—	COM	88706P205
BKR	Baker Hughes Company	11,956	$159K	0.0%	$13.25	0.0%	COM	05722G100
GTES	GATES INDUSTRIAL CORP PLC	13,517	$150K	0.0%	$11.16	0.0%	COM	G39108108
—	CIA PARANAENSE ENER-SP ADR P	11,699	$129K	0.0%	$11.03	—	COM	20441B407
HBAN	Huntington Bancshares Inc	13,524	$124K	0.0%	$7.28	0.0%	COM	446150104
—	Sirius XM Holdings Inc	21,117	$113K	0.0%	$5.35	—	COM	82968B103
—	ZYNGA INC - CL A	10,517	$96,000	0.0%	$6.85	—	COM	98986T108