Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	324,495	$43.47M	7.8%	$84.31	+41.8%	COM	594918104
AMZN	AMAZON COM INC	17,446	$33.04M	5.9%	$71.51	+30.3%	COM	023135106
AAPL	APPLE INC	138,300	$27.37M	4.9%	$40.42	+15.4%	COM	037833100
V	VISA INC	130,790	$22.7M	4.1%	$114.76	+36.2%	COM CL A	92826C839
MA	MASTERCARD INC	55,753	$14.75M	2.6%	$179.44	+34.5%	CL A	57636Q104
GOOGL	ALPHABET INC	12,897	$13.96M	2.5%	$55.03	+4.4%	CAP STK CL A	02079K305
GOOG	ALPHABET INC	12,195	$13.18M	2.4%	$54.79	+4.5%	CAP STK CL C	02079K107
HON	HONEYWELL INTL INC	66,422	$11.6M	2.1%	$117.49	+18.0%	COM	438516106
HD	HOME DEPOT INC	55,700	$11.58M	2.1%	$154.71	+9.6%	COM	437076102
DIS	DISNEY WALT CO	80,874	$11.29M	2.0%	$100.96	+26.8%	COM DISNEY	254687106
ADBE	ADOBE INC	33,242	$9.795M	1.8%	$203.33	+36.6%	COM	00724F101
COST	COSTCO WHSL CORP NEW	36,184	$9.562M	1.7%	$175.20	+29.3%	COM	22160K105
UNH	UNITEDHEALTH GROUP INC	32,762	$7.994M	1.4%	$201.13	+7.1%	COM	91324P102
NFLX	NETFLIX INC	21,557	$7.918M	1.4%	$27.22	+32.5%	COM	64110L106
META	FACEBOOK INC	39,981	$7.716M	1.4%	$177.73	+2.1%	CL A	30303M102
GLW	CORNING INC	225,785	$7.503M	1.3%	$25.31	+5.1%	COM	219350105
TJX	TJX COS INC NEW	137,318	$7.261M	1.3%	$45.47	+7.0%	COM	872540109
TMO	THERMO FISHER SCIENTIFIC INC	24,587	$7.225M	1.3%	$205.57	+31.7%	COM	883556102
ADSK	AUTODESK INC	40,181	$6.545M	1.2%	$119.09	+41.2%	COM	052769106
ROP	ROPER TECHNOLOGIES INC	17,834	$6.532M	1.2%	$263.40	+29.6%	COM	776696106
BA	BOEING CO	16,530	$6.017M	1.1%	$327.84	+9.0%	COM	097023105
CMCSA	COMCAST CORP NEW	142,115	$6.009M	1.1%	$31.79	+11.8%	CL A	20030N101
WDAY	WORKDAY INC	27,524	$5.659M	1.0%	$132.87	+52.0%	CL A	98138H101
ORLY	O REILLY AUTOMOTIVE INC NEW	15,316	$5.656M	1.0%	$18.32	+38.3%	COM	67103H107
BDX	BECTON DICKINSON & CO	21,244	$5.354M	1.0%	$194.61	+7.8%	COM	075887109
EW	EDWARDS LIFESCIENCES CORP	28,808	$5.322M	1.0%	$43.43	+39.2%	COM	28176E108
CRM	SALESFORCE COM INC	34,927	$5.299M	0.9%	$113.46	+36.5%	COM	79466L302
EL	LAUDER ESTEE COS INC	28,656	$5.247M	0.9%	$125.48	+25.1%	CL A	518439104
DE	DEERE & CO	27,608	$4.596M	0.8%	$143.98	-1.8%	COM	244199105
JPM	JPMORGAN CHASE & CO	40,149	$4.489M	0.8%	$91.40	+0.7%	COM	46625H100
BAC	BANK AMER CORP	147,373	$4.274M	0.8%	$26.04	-5.9%	COM	060505104
WMT	WALMART INC	38,247	$4.226M	0.8%	$28.26	+10.8%	COM	931142103
XYL	XYLEM INC	50,529	$4.226M	0.8%	$67.29	+9.4%	COM	98419M100
AXP	AMERICAN EXPRESS CO	34,122	$4.212M	0.8%	$87.01	+23.5%	COM	025816109
MCD	MCDONALDS CORP	19,921	$4.137M	0.7%	$136.64	+24.2%	COM	580135101
EXAS	EXACT SCIENCES CORP	34,624	$4.087M	0.7%	$90.20	+11.7%	COM	30063P105
PFE	PFIZER INC	93,561	$4.053M	0.7%	$24.25	+20.5%	COM	717081103
MTD	METTLER TOLEDO INTERNATIONAL	4,756	$3.995M	0.7%	$628.64	+20.0%	COM	592688105
EMR	EMERSON ELEC CO	58,644	$3.913M	0.7%	$58.98	-2.6%	COM	291011104
VMC	VULCAN MATLS CO	28,019	$3.847M	0.7%	$116.33	+3.6%	COM	929160109
A	AGILENT TECHNOLOGIES INC	50,442	$3.766M	0.7%	$64.95	+8.8%	COM	00846U101
LVS	LAS VEGAS SANDS CORP	63,645	$3.761M	0.7%	$62.41	-10.4%	COM	517834107
CME	CME GROUP INC	19,346	$3.755M	0.7%	$121.09	+19.3%	COM	12572Q105
OLED	UNIVERSAL DISPLAY CORP	19,823	$3.728M	0.7%	$127.03	+24.5%	COM	91347P105
AMAT	APPLIED MATLS INC	82,850	$3.72M	0.7%	$50.88	-22.7%	COM	038222105
KNX	KNIGHT SWIFT TRANSN HLDGS IN	107,757	$3.539M	0.6%	$39.12	-23.7%	CL A	499049104
RSG	REPUBLIC SVCS INC	40,144	$3.493M	0.6%	$59.26	+27.4%	COM	760759100
SPGI	S&P GLOBAL INC	15,301	$3.485M	0.6%	$172.41	+19.8%	COM	78409V104
ISRG	INTUITIVE SURGICAL INC	6,608	$3.466M	0.6%	$139.55	+22.8%	COM NEW	46120E602
MDT	MEDTRONIC PLC	35,384	$3.446M	0.6%	$67.34	+13.1%	SHS	G5960L103
BMY	BRISTOL MYERS SQUIBB CO	74,920	$3.398M	0.6%	$48.10	-24.9%	COM	110122108
EQIX	EQUINIX INC	6,663	$3.36M	0.6%	$377.66	+12.3%	COM	29444U700
VRTX	VERTEX PHARMACEUTICALS INC	17,728	$3.251M	0.6%	$163.34	+7.0%	COM	92532F100
—	ALEXION PHARMACEUTICALS INC	24,073	$3.153M	0.6%	$111.45	—	COM	015351109
MRK	MERCK & CO INC	37,234	$3.143M	0.6%	$57.79	+7.5%	COM	58933Y105
CL	COLGATE PALMOLIVE CO	43,512	$3.119M	0.6%	$59.73	+1.8%	COM	194162103
NSC	NORFOLK SOUTHERN CORP	15,592	$3.108M	0.6%	$122.70	+41.3%	COM	655844108
WM	WASTE MGMT INC DEL	26,917	$3.105M	0.6%	$74.90	+29.8%	COM	94106L109
—	COOPER COS INC	8,428	$2.839M	0.5%	$228.89	—	COM NEW	216648402
—	IHS MARKIT LTD	44,051	$2.806M	0.5%	$48.23	—	SHS	G47567105
ADI	ANALOG DEVICES INC	24,473	$2.763M	0.5%	$78.62	+22.1%	COM	032654105
ICE	INTERCONTINENTAL EXCHANGE IN	31,696	$2.724M	0.5%	$66.15	+13.4%	COM	45866F104
QCOM	QUALCOMM INC	35,794	$2.723M	0.5%	$61.39	+2.1%	COM	747525103
ITW	ILLINOIS TOOL WKS INC	17,273	$2.622M	0.5%	$136.67	-5.9%	COM	452308109
TXN	TEXAS INSTRS INC	22,759	$2.612M	0.5%	$86.85	+6.8%	COM	882508104
EOG	EOG RES INC	27,745	$2.584M	0.5%	$80.82	-13.0%	COM	26875P101
AOS	SMITH A O CORP	54,429	$2.567M	0.5%	$56.02	-22.5%	COM	831865209
FIS	FIDELITY NATL INFORMATION SV	20,925	$2.567M	0.5%	$84.99	+21.5%	COM	31620M106
RCL	ROYAL CARIBBEAN CRUISES LTD	19,997	$2.438M	0.4%	$117.41	-0.7%	COM	V7780T103
NOC	NORTHROP GRUMMAN CORP	7,314	$2.363M	0.4%	$294.28	-9.2%	COM	666807102
—	SPLUNK INC	18,129	$2.28M	0.4%	$98.38	—	COM	848637104
SPY	SPDR S&P 500 ETF TR	7,661	$2.256M	0.4%	$264.29	—	TR UNIT	78462F103
BRK/B	BERKSHIRE HATHAWAY INC DEL	10,222	$2.179M	0.4%	$205.04	+0.9%	CL B NEW	084670702
GILD	GILEAD SCIENCES INC	31,619	$2.136M	0.4%	$58.84	-13.6%	COM	375558103
TSCO	TRACTOR SUPPLY CO	19,299	$2.1M	0.4%	$16.35	+14.0%	COM	892356106
APD	AIR PRODS & CHEMS INC	9,135	$2.079M	0.4%	$135.74	+29.8%	COM	009158106
DPZ	DOMINOS PIZZA INC	7,410	$2.062M	0.4%	$199.44	+26.8%	COM	25754A201
—	RAYTHEON CO	11,683	$2.031M	0.4%	$215.83	—	COM NEW	755111507
CI	CIGNA CORP NEW	11,843	$1.866M	0.3%	$190.77	-24.9%	COM	125523100
GS	GOLDMAN SACHS GROUP INC	8,890	$1.819M	0.3%	$218.41	-22.6%	COM	38141G104
CVS	CVS HEALTH CORP	32,737	$1.784M	0.3%	$56.11	-22.3%	COM	126650100
FBIN	FORTUNE BRANDS HOME & SEC IN	30,912	$1.766M	0.3%	$49.41	-18.6%	COM	34964C106
GIS	GENERAL MLS INC	33,174	$1.742M	0.3%	$41.03	+0.5%	COM	370334104
WTW	WILLIS TOWERS WATSON PUB LTD	8,522	$1.638M	0.3%	$165.49	0.0%	SHS	G96629103
PPG	PPG INDS INC	13,957	$1.629M	0.3%	$99.40	+1.0%	COM	693506107
DLTR	DOLLAR TREE INC	13,081	$1.405M	0.3%	$104.61	+0.6%	COM	256746108
T	AT&T INC	41,830	$1.401M	0.3%	$14.55	+3.6%	COM	00206R102
PSX	PHILLIPS 66	14,245	$1.332M	0.2%	$71.61	-4.4%	COM	718546104
—	ARRAY BIOPHARMA INC	25,426	$1.178M	0.2%	$16.32	—	COM	04269X105
ALGN	ALIGN TECHNOLOGY INC	4,278	$1.171M	0.2%	$256.81	+17.6%	COM	016255101
PYPL	PAYPAL HLDGS INC	9,948	$1.139M	0.2%	$83.10	+33.1%	COM	70450Y103
CB	CHUBB LIMITED	7,540	$1.117M	0.2%	$126.08	+2.6%	COM	H1467J104
GD	GENERAL DYNAMICS CORP	5,860	$1.065M	0.2%	$172.36	-14.3%	COM	369550108
FICO	FAIR ISAAC CORP	3,353	$1.053M	0.2%	$169.23	+71.4%	COM	303250104
QTWO	Q2 HLDGS INC	13,572	$1.036M	0.2%	$43.17	+67.5%	COM	74736L109
—	PIONEER NAT RES CO	6,701	$1.031M	0.2%	$172.21	—	COM	723787107
DVN	DEVON ENERGY CORP NEW	33,079	$944K	0.2%	$26.09	-18.1%	COM	25179M103
—	MARATHON OIL CORP	63,626	$904K	0.2%	$16.18	—	COM	565849106
DXCM	DEXCOM INC	5,384	$807K	0.1%	$35.14	-10.6%	COM	252131107
—	INTERXION HOLDING N.V	10,333	$786K	0.1%	$61.33	—	SHS	N47279109
ROKU	ROKU INC	8,283	$750K	0.1%	$56.03	+43.3%	COM CL A	77543R102
MRCY	MERCURY SYS INC	10,519	$740K	0.1%	$47.69	+45.5%	COM	589378108
TDY	TELEDYNE TECHNOLOGIES INC	2,687	$736K	0.1%	$188.96	+31.9%	COM	879360105
SRPT	SAREPTA THERAPEUTICS INC	4,393	$668K	0.1%	$66.68	+82.3%	COM	803607100
CSCO	CISCO SYS INC	10,663	$584K	0.1%	$33.46	+35.1%	COM	17275R102
CHE	CHEMED CORP NEW	1,589	$573K	0.1%	$258.08	+26.7%	COM	16359R103
BCPC	BALCHEM CORP	5,551	$555K	0.1%	$75.40	+24.2%	COM	057665200
INTC	INTEL CORP	11,478	$549K	0.1%	$40.06	+7.6%	COM	458140100
EHC	ENCOMPASS HEALTH CORP	8,195	$521K	0.1%	$38.63	+15.6%	COM	29261A100
KWR	QUAKER CHEM CORP	2,493	$506K	0.1%	$151.55	+34.2%	COM	747316107
PODD	INSULET CORP	4,201	$502K	0.1%	$77.68	+32.0%	COM	45784P101
TXRH	TEXAS ROADHOUSE INC	9,290	$499K	0.1%	$52.07	-3.1%	COM	882681109
PLNT	PLANET FITNESS INC	6,748	$489K	0.1%	$49.66	+51.7%	CL A	72703H101
XYZ	SQUARE INC	6,675	$484K	0.1%	$55.00	+27.0%	CL A	852234103
TECH	BIO TECHNE CORP	2,301	$480K	0.1%	$33.97	+44.0%	COM	09073M104
CABO	CABLE ONE INC	407	$477K	0.1%	$636.87	+57.8%	COM	12685J105
VSAT	VIASAT INC	5,903	$477K	0.1%	$72.93	+19.9%	COM	92552V100
TNDM	TANDEM DIABETES CARE INC	7,307	$471K	0.1%	$35.31	+82.8%	COM NEW	875372203
ICUI	ICU MED INC	1,865	$470K	0.1%	$235.01	-1.4%	COM	44930G107
FIVN	FIVE9 INC	9,094	$466K	0.1%	$30.96	+63.9%	COM	338307101
—	II VI INC	12,387	$453K	0.1%	$40.93	—	COM	902104108
MMSI	MERIT MED SYS INC	7,570	$451K	0.1%	$47.94	+19.6%	COM	589889104
PEN	PENUMBRA INC	2,758	$441K	0.1%	$103.27	+39.8%	COM	70975L107
HQY	HEALTHEQUITY INC	6,644	$435K	0.1%	$57.62	+20.8%	COM	42226A107
—	COUPA SOFTWARE INC	3,351	$424K	0.1%	$62.37	—	COM	22266L106
JNJ	JOHNSON & JOHNSON	3,015	$420K	0.1%	$108.36	+5.9%	COM	478160104
—	LHC GROUP INC	3,409	$408K	0.1%	$99.86	—	COM	50187A107
XOM	EXXON MOBIL CORP	5,303	$406K	0.1%	$55.80	+1.9%	COM	30231G102
—	EVERBRIDGE INC	4,521	$404K	0.1%	$47.33	—	COM	29978A104
ABBV	ABBVIE INC	5,555	$404K	0.1%	$78.53	-24.4%	COM	00287Y109
IBM	INTERNATIONAL BUSINESS MACHS	2,924	$403K	0.1%	$107.30	-8.1%	COM	459200101
GTLS	CHART INDS INC	5,212	$401K	0.1%	$73.33	+12.0%	COM PAR $0.01	16115Q308
CVX	CHEVRON CORP NEW	3,191	$397K	0.1%	$85.03	+6.1%	COM	166764100
BCO	BRINKS CO	4,793	$389K	0.1%	$69.91	+5.5%	COM	109696104
HEFA	ISHARES TR	12,961	$386K	0.1%	$28.70	—	HDG MSCI EAFE	46434V803
PAYC	PAYCOM SOFTWARE INC	1,641	$372K	0.1%	$94.10	+113.9%	COM	70432V102
FFIN	FIRST FINL BANKSHARES	11,722	$362K	0.1%	$23.48	+13.2%	COM	32020R109
CWST	CASELLA WASTE SYS INC	9,129	$362K	0.1%	$33.49	+12.0%	CL A	147448104
MO	ALTRIA GROUP INC	7,282	$351K	0.1%	$36.57	-15.4%	COM	02209S103
NVCR	NOVOCURE LTD	5,536	$350K	0.1%	$39.06	+29.7%	ORD SHS	G6674U108
FUL	FULLER H B CO	7,503	$348K	0.1%	$46.76	-9.6%	COM	359694106
UNP	UNION PACIFIC CORP	2,022	$342K	0.1%	$113.06	+30.7%	COM	907818108
WK	WORKIVA INC	5,894	$342K	0.1%	$33.18	+61.5%	COM CL A	98139A105
PG	PROCTER AND GAMBLE CO	3,067	$336K	0.1%	$67.87	+33.3%	COM	742718109
PRLB	PROTO LABS INC	2,883	$334K	0.1%	$122.77	-12.3%	COM	743713109
RLI	RLI CORP	3,834	$329K	0.1%	$28.95	+13.7%	COM	749607107
KO	COCA COLA CO	6,358	$326K	0.1%	$35.07	+13.9%	COM	191216100
FIVE	FIVE BELOW INC	2,702	$324K	0.1%	$114.71	+14.7%	COM	33829M101
—	FORWARD AIR CORP	5,419	$321K	0.1%	$52.78	—	COM	349853101
—	GRACE W R & CO DEL NEW	4,143	$315K	0.1%	$72.07	—	COM	38388F108
AAL	AMERICAN AIRLS GROUP INC	9,634	$314K	0.1%	$52.16	-38.8%	COM	02376R102
PM	PHILIP MORRIS INTL INC	3,920	$312K	0.1%	$68.70	-15.2%	COM	718172109
CHDN	CHURCHILL DOWNS INC	2,700	$311K	0.1%	$43.58	+12.4%	COM	171484108
FELE	FRANKLIN ELEC INC	6,541	$311K	0.1%	$39.52	+11.7%	COM	353514102
ROG	ROGERS CORP	1,773	$306K	0.1%	$152.06	+7.1%	COM	775133101
—	AIR TRANSPORT SERVICES GRP I	12,216	$298K	0.1%	$23.33	—	COM	00922R105
WDFC	WD-40 CO	1,859	$296K	0.1%	$111.74	+32.4%	COM	929236107
WING	WINGSTOP INC	3,108	$294K	0.1%	$67.07	+21.5%	COM	974155103
VZ	VERIZON COMMUNICATIONS INC	5,109	$292K	0.1%	$33.15	+20.7%	COM	92343V104
—	PROOFPOINT INC	2,416	$291K	0.1%	$113.67	—	COM	743424103
RARE	ULTRAGENYX PHARMACEUTICAL IN	4,570	$290K	0.1%	$50.36	+26.4%	COM	90400D108
ASGN	ASGN INC	4,676	$283K	0.1%	$76.38	-21.4%	COM	00191U102
AMGN	AMGEN INC	1,519	$280K	0.1%	$144.43	+1.2%	COM	031162100
—	GW PHARMACEUTICALS PLC	1,611	$278K	0.0%	$172.56	—	ADS	36197T103
INSP	INSPIRE MED SYS INC	4,324	$262K	0.0%	$46.94	+14.8%	COM	457730109
WFC	WELLS FARGO CO NEW	5,520	$261K	0.0%	$47.46	-17.7%	COM	949746101
ETSY	ETSY INC	4,139	$254K	0.0%	$59.69	+9.4%	COM	29786A106
IPAR	INTER PARFUMS INC	3,773	$252K	0.0%	$69.97	-0.2%	COM	458334109
ABCB	AMERIS BANCORP	6,270	$246K	0.0%	$48.15	-31.3%	COM	03076K108
WEC	WEC ENERGY GROUP INC	2,949	$246K	0.0%	$48.22	+34.7%	COM	92939U106
SSD	SIMPSON MANUFACTURING CO INC	3,603	$239K	0.0%	$53.40	+12.5%	COM	829073105
—	REATA PHARMACEUTICALS INC	2,503	$236K	0.0%	$55.93	—	CL A	75615P103
BYD	BOYD GAMING CORP	8,727	$236K	0.0%	$33.75	-22.8%	COM	103304101
MMM	3M CO	1,332	$231K	0.0%	$150.16	-19.7%	COM	88579Y101
IRBTQ	IROBOT CORP	2,513	$230K	0.0%	$82.00	+23.6%	COM	462726100
SSP	SCRIPPS E W CO OHIO	14,897	$228K	0.0%	$12.55	+12.1%	CL A NEW	811054402
VFC	V F CORP	2,596	$227K	0.0%	$72.31	+19.1%	COM	918204108
JJSF	J & J SNACK FOODS CORP	1,376	$222K	0.0%	$129.85	+8.6%	COM	466032109
KTOS	KRATOS DEFENSE & SEC SOLUTIO	9,673	$221K	0.0%	$18.87	0.0%	COM NEW	50077B207
HOMB	HOME BANCSHARES INC	11,449	$221K	0.0%	$23.96	-22.2%	COM	436893200
LLY	LILLY ELI & CO	1,935	$214K	0.0%	$71.71	+50.6%	COM	532457108
—	BARNES GROUP INC	3,764	$212K	0.0%	$52.52	—	COM	067806109
HTBK	HERITAGE COMMERCE CORP	17,290	$212K	0.0%	$16.97	-27.5%	COM	426927109
PAYX	PAYCHEX INC	2,572	$212K	0.0%	$52.37	+32.8%	COM	704326107
EYE	NATIONAL VISION HLDGS INC	6,848	$210K	0.0%	$42.17	-32.0%	COM	63845R107
C	CITIGROUP INC	2,912	$204K	0.0%	$54.07	-2.2%	COM NEW	172967424
DUK	DUKE ENERGY CORP NEW	2,301	$203K	0.0%	$56.05	+20.9%	COM NEW	26441C204
PUMP	PROPETRO HLDG CORP	9,475	$196K	0.0%	$16.91	+25.6%	COM	74347M108
AGG	ISHARES TR	1,747	$195K	0.0%	$107.04	—	CORE US AGGBD ET	464287226
ORCL	ORACLE CORP	3,396	$193K	0.0%	$44.25	+11.1%	COM	68389X105
PRU	PRUDENTIAL FINL INC	1,877	$190K	0.0%	$77.10	-7.3%	COM	744320102
BWXT	BWX TECHNOLOGIES INC	3,626	$189K	0.0%	$45.97	0.0%	COM	05605H100
—	ALDER BIOPHARMACEUTICALS INC	15,689	$185K	0.0%	$13.64	—	COM	014339105
CAT	CATERPILLAR INC DEL	1,313	$179K	0.0%	$133.07	-13.8%	COM	149123101
HPQ	HP INC	8,452	$177K	0.0%	$17.36	-9.4%	COM	40434L105
SAIA	SAIA INC	2,709	$175K	0.0%	$62.75	+1.9%	COM	78709Y105
ABT	ABBOTT LABS	2,029	$171K	0.0%	$52.58	+33.6%	COM	002824100
ALG	ALAMO GROUP INC	1,670	$167K	0.0%	$108.63	-11.3%	COM	011311107
AFL	AFLAC INC	3,004	$165K	0.0%	$36.79	+19.8%	COM	001055102
AEO	AMERICAN EAGLE OUTFITTERS IN	9,320	$158K	0.0%	$17.28	-1.6%	COM	02553E106
PEP	PEPSICO INC	1,185	$155K	0.0%	$91.10	+15.0%	COM	713448108
SSTI	SHOTSPOTTER INC	3,514	$155K	0.0%	$46.78	0.0%	COM	82536T107
ESNT	ESSENT GROUP LTD	3,238	$152K	0.0%	$42.12	0.0%	COM	G3198U102
PNW	PINNACLE WEST CAP CORP	1,596	$150K	0.0%	$56.89	+26.8%	COM	723484101
NMIH	NMI HLDGS INC	5,128	$146K	0.0%	$27.84	0.0%	CL A	629209305
WHD	CACTUS INC	4,352	$144K	0.0%	$34.76	0.0%	CL A	127203107
AVGO	BROADCOM INC	493	$143K	0.0%	$19.73	+23.6%	COM	11135F101
—	ATLAS AIR WORLDWIDE HLDGS IN	3,144	$140K	0.0%	$60.43	—	COM NEW	049164205
IEUS	ISHARES TR	2,753	$138K	0.0%	$57.79	—	DEVSMCP EXNA ETF	464288497
SBUX	STARBUCKS CORP	1,640	$137K	0.0%	$48.28	+40.7%	COM	855244109
INSM	INSMED INC	5,270	$135K	0.0%	$27.86	0.0%	COM PAR $.01	457669307
MCHP	MICROCHIP TECHNOLOGY INC	1,536	$133K	0.0%	$39.79	-1.5%	COM	595017104
KLAC	KLA-TENCOR CORP	1,127	$133K	0.0%	$98.66	+7.6%	COM	482480100
RGNX	REGENXBIO INC	2,571	$132K	0.0%	$49.54	+0.8%	COM	75901B107
PCAR	PACCAR INC	1,796	$129K	0.0%	$34.80	+4.0%	COM	693718108
EFA	ISHARES TR	1,939	$127K	0.0%	$69.62	—	MSCI EAFE ETF	464287465
—	CADENCE BANCORPORATION	6,065	$126K	0.0%	$28.85	—	CL A	12739A100
CSX	CSX CORP	1,619	$125K	0.0%	$16.81	+40.2%	COM	126408103
LMT	LOCKHEED MARTIN CORP	337	$123K	0.0%	$275.43	+1.6%	COM	539830109
UPS	UNITED PARCEL SERVICE INC	1,169	$121K	0.0%	$85.46	-6.2%	CL B	911312106
PSA	PUBLIC STORAGE	505	$120K	0.0%	$140.87	+23.4%	COM	74460D109
ADP	AUTOMATIC DATA PROCESSING IN	717	$119K	0.0%	$98.61	+43.0%	COM	053015103
CNP	CENTERPOINT ENERGY INC	4,081	$117K	0.0%	$21.46	+15.0%	COM	15189T107
—	UNITED TECHNOLOGIES CORP	900	$117K	0.0%	$125.56	—	COM	913017109
TGT	TARGET CORP	1,322	$114K	0.0%	$58.46	+15.9%	COM	87612E106
—	GENERAL ELECTRIC CO	10,564	$111K	0.0%	$13.63	—	COM	369604103
ETN	EATON CORP PLC	1,320	$110K	0.0%	$70.28	+1.6%	SHS	G29183103
OXY	OCCIDENTAL PETE CORP	2,146	$110K	0.0%	$57.44	-15.0%	COM	674599105
DRI	DARDEN RESTAURANTS INC	894	$109K	0.0%	$76.11	+30.1%	COM	237194105
NKE	NIKE INC	1,278	$108K	0.0%	$59.62	+29.3%	CL B	654106103
ASH	ASHLAND GLOBAL HLDGS INC	1,323	$106K	0.0%	$68.84	0.0%	COM	044186104
DD	DUPONT DE NEMOURS INC	1,389	$104K	0.0%	$27.24	0.0%	COM	26614N102
USB	US BANCORP DEL	1,922	$101K	0.0%	$39.92	-2.5%	COM NEW	902973304
AVY	AVERY DENNISON CORP	864	$100K	0.0%	$100.63	-3.2%	COM	053611109
PLD	PROLOGIS INC	1,251	$100K	0.0%	$49.87	+27.0%	COM	74340W103
WDC	WESTERN DIGITAL CORP	2,062	$99,000	0.0%	$61.52	-46.7%	COM	958102105
ETR	ENTERGY CORP NEW	964	$99,000	0.0%	$28.84	+33.0%	COM	29364G103
MET	METLIFE INC	1,944	$97,000	0.0%	$37.04	+1.5%	COM	59156R108
IP	INTL PAPER CO	2,221	$96,000	0.0%	$39.21	-20.0%	COM	460146103
AVB	AVALONBAY CMNTYS INC	457	$94,000	0.0%	$124.68	+29.0%	COM	053484101
PFG	PRINCIPAL FINL GROUP INC	1,582	$92,000	0.0%	$48.41	-12.0%	COM	74251V102
CVCO	CAVCO INDS INC DEL	569	$90,000	0.0%	$231.52	-41.2%	COM	149568107
MDLZ	MONDELEZ INTL INC	1,669	$90,000	0.0%	$37.36	+18.0%	CL A	609207105
—	INDEPENDENT BK GROUP INC	1,606	$88,000	0.0%	$51.06	—	COM	45384B106
ELV	ANTHEM INC	313	$88,000	0.0%	$211.75	+18.0%	COM	036752103
GPC	GENUINE PARTS CO	841	$88,000	0.0%	$76.83	+11.2%	COM	372460105
WMB	WILLIAMS COS INC DEL	3,000	$84,000	0.0%	$19.06	+0.6%	COM	969457100
HRB	BLOCK H & R INC	2,724	$81,000	0.0%	$19.35	+7.1%	COM	093671105
MGNX	MACROGENICS INC	4,637	$79,000	0.0%	$17.18	0.0%	COM	556099109
NEE	NEXTERA ENERGY INC	379	$78,000	0.0%	$34.38	+21.5%	COM	65339F101
—	BB&T CORP	1,562	$77,000	0.0%	$51.86	—	COM	054937107
—	CELGENE CORP	824	$76,000	0.0%	$89.81	—	COM	151020104
PNC	PNC FINL SVCS GROUP INC	545	$75,000	0.0%	$118.19	-11.9%	COM	693475105
D	DOMINION ENERGY INC	970	$75,000	0.0%	$50.56	+12.4%	COM	25746U109
—	HCP INC	2,354	$75,000	0.0%	$23.36	—	COM	40414L109
—	PEOPLES UTD FINL INC	4,389	$74,000	0.0%	$18.68	—	COM	712704105
CMI	CUMMINS INC	432	$74,000	0.0%	$139.76	-1.1%	COM	231021106
KMI	KINDER MORGAN INC DEL	3,481	$73,000	0.0%	$11.09	+23.2%	COM	49456B101
MS	MORGAN STANLEY	1,656	$73,000	0.0%	$43.68	-16.9%	COM NEW	617446448
HPE	HEWLETT PACKARD ENTERPRISE C	4,734	$71,000	0.0%	$13.27	-7.7%	COM	42824C109
MDGL	MADRIGAL PHARMACEUTICALS INC	666	$70,000	0.0%	$196.53	-45.5%	COM	558868105
LYB	LYONDELLBASELL INDUSTRIES N	797	$69,000	0.0%	$68.99	-19.7%	SHS - A -	N53745100
DOW	DOW INC	1,389	$68,000	0.0%	$36.37	0.0%	COM	260557103
—	BLACKROCK INC	145	$68,000	0.0%	$544.83	—	COM	09247X101
WU	WESTERN UN CO	3,347	$67,000	0.0%	$19.12	—	COM	959802109
CCI	CROWN CASTLE INTL CORP NEW	505	$66,000	0.0%	$77.70	+24.3%	COM	22822V101
IVZ	INVESCO LTD	3,233	$66,000	0.0%	$23.62	-35.7%	SHS	G491BT108
PEG	PUBLIC SVC ENTERPRISE GRP IN	1,110	$65,000	0.0%	$37.56	+26.6%	COM	744573106
GM	GENERAL MTRS CO	1,650	$64,000	0.0%	$35.73	-2.8%	COM	37045V100
COP	CONOCOPHILLIPS	1,027	$63,000	0.0%	$43.76	+12.5%	COM	20825C104
SLB	SCHLUMBERGER LTD	1,534	$62,000	0.0%	$51.50	-34.7%	COM	806857108
PGR	PROGRESSIVE CORP OHIO	750	$60,000	0.0%	$55.48	+14.4%	COM	743315103
VLO	VALERO ENERGY CORP NEW	696	$60,000	0.0%	$68.16	-7.6%	COM	91913Y100
SO	SOUTHERN CO	1,093	$60,000	0.0%	$33.53	+23.3%	COM	842587107
SPG	SIMON PPTY GROUP INC NEW	354	$57,000	0.0%	$103.84	+14.7%	COM	828806109
HP	HELMERICH & PAYNE INC	1,127	$57,000	0.0%	$67.45	-18.4%	COM	423452101
AMT	AMERICAN TOWER CORP NEW	270	$55,000	0.0%	$114.77	+46.5%	COM	03027X100
CAH	CARDINAL HEALTH INC	1,145	$54,000	0.0%	$54.18	-29.6%	COM	14149Y108
CCL	CARNIVAL CORP	1,152	$54,000	0.0%	$60.17	-16.4%	UNIT 99/99/9999	143658300
—	ALLERGAN PLC	318	$53,000	0.0%	$169.81	—	SHS	G0177J108
AEE	AMEREN CORP	698	$52,000	0.0%	$44.14	+38.2%	COM	023608102
TROW	PRICE T ROWE GROUP INC	465	$51,000	0.0%	$82.41	-2.4%	COM	74144T108
TRV	TRAVELERS COMPANIES INC	340	$51,000	0.0%	$117.60	+6.3%	COM	89417E109
F	FORD MTR CO DEL	4,850	$50,000	0.0%	$7.48	-5.1%	COM	345370860
COF	CAPITAL ONE FINL CORP	541	$49,000	0.0%	$86.88	-8.1%	COM	14040H105
—	XEROX CORP	1,372	$49,000	0.0%	$29.15	—	COM NEW	984121608
—	WESTROCK CO	1,345	$49,000	0.0%	$50.29	—	COM	96145D105
BIIB	BIOGEN INC	200	$47,000	0.0%	$310.41	-25.6%	COM	09062X103
—	SUNTRUST BKS INC	714	$45,000	0.0%	$68.03	—	COM	867914103
MRSH	MARSH & MCLENNAN COS INC	436	$43,000	0.0%	$73.68	+17.1%	COM	571748102
—	ANADARKO PETE CORP	606	$43,000	0.0%	$60.58	—	COM	032511107
AIG	AMERICAN INTL GROUP INC	811	$43,000	0.0%	$44.24	-5.2%	COM NEW	026874784
YUM	YUM BRANDS INC	383	$42,000	0.0%	$71.00	+29.5%	COM	988498101
BK	BANK NEW YORK MELLON CORP	944	$42,000	0.0%	$43.95	-11.7%	COM	064058100
—	SEAGATE TECHNOLOGY PLC	886	$42,000	0.0%	$59.10	—	SHS	G7945M107
WY	WEYERHAEUSER CO	1,550	$41,000	0.0%	$25.91	-24.0%	COM	962166104
CTVA	CORTEVA INC	1,389	$41,000	0.0%	$25.02	0.0%	COM	22052L104
—	L BRANDS INC	1,527	$40,000	0.0%	$37.98	—	COM	501797104
MCO	MOODYS CORP	191	$37,000	0.0%	$151.00	+18.8%	COM	615369105
EXC	EXELON CORP	759	$36,000	0.0%	$22.84	+22.3%	COM	30161N101
HST	HOST HOTELS & RESORTS INC	1,931	$36,000	0.0%	$14.47	+2.0%	COM	44107P104
WELL	WELLTOWER INC	424	$35,000	0.0%	$42.96	+48.9%	COM	95040Q104
MPC	MARATHON PETE CORP	605	$34,000	0.0%	$53.75	-17.6%	COM	56585A102
OKE	ONEOK INC NEW	491	$34,000	0.0%	$41.38	+6.0%	COM	682680103
BXP	BOSTON PROPERTIES INC	261	$34,000	0.0%	$85.13	+14.6%	COM	101121101
DAL	DELTA AIR LINES INC DEL	540	$31,000	0.0%	$50.34	+5.8%	COM NEW	247361702
—	APARTMENT INVT & MGMT CO	621	$31,000	0.0%	$50.08	—	CL A	03748R754
BAX	BAXTER INTL INC	358	$29,000	0.0%	$58.91	+16.3%	COM	071813109
NWL	NEWELL BRANDS INC	1,852	$29,000	0.0%	$19.61	-44.1%	COM	651229106
EQR	EQUITY RESIDENTIAL	379	$29,000	0.0%	$44.25	+34.1%	SH BEN INT	29476L107
HAS	HASBRO INC	267	$28,000	0.0%	$70.02	+9.9%	COM	418056107
KEY	KEYCORP NEW	1,575	$28,000	0.0%	$11.97	+2.5%	COM	493267108
AMP	AMERIPRISE FINL INC	185	$27,000	0.0%	$139.94	-8.3%	COM	03076C106
HOG	HARLEY DAVIDSON INC	738	$26,000	0.0%	$47.85	-24.0%	COM	412822108
PH	PARKER HANNIFIN CORP	155	$26,000	0.0%	$168.05	-6.9%	COM	701094104
KHC	KRAFT HEINZ CO	831	$26,000	0.0%	$41.43	-44.9%	COM	500754106
VTR	VENTAS INC	378	$26,000	0.0%	$37.43	+30.4%	COM	92276F100
O	REALTY INCOME CORP	361	$25,000	0.0%	$34.12	+45.0%	COM	756109104
SRE	SEMPRA ENERGY	185	$25,000	0.0%	$44.06	+20.0%	COM	816851109
—	CENTURYLINK INC	2,022	$24,000	0.0%	$16.32	—	COM	156700106
CPB	CAMPBELL SOUP CO	566	$23,000	0.0%	$30.98	+2.0%	COM	134429109
HAL	HALLIBURTON CO	1,024	$23,000	0.0%	$42.09	-46.1%	COM	406216101
PPL	PPL CORP	715	$22,000	0.0%	$20.39	+14.4%	COM	69351T106
JCI	JOHNSON CTLS INTL PLC	500	$21,000	0.0%	$31.78	+5.0%	SHS	G51502105
IRM	IRON MTN INC NEW	673	$21,000	0.0%	$21.76	+6.0%	COM	46284V101
VNO	VORNADO RLTY TR	327	$21,000	0.0%	$67.28	—	SH BEN INT	929042109
FDX	FEDEX CORP	116	$19,000	0.0%	$214.45	-27.8%	COM	31428X106
WYNN	WYNN RESORTS LTD	142	$18,000	0.0%	$158.47	-23.6%	COM	983134107
—	WALGREENS BOOTS ALLIANCE INC	300	$16,000	0.0%	$66.67	—	COM	931427108
HBAN	HUNTINGTON BANCSHARES INC	1,180	$16,000	0.0%	$11.01	-10.7%	COM	446150104
KTB	KONTOOR BRANDS INC	370	$10,000	0.0%	$29.07	0.0%	COM	50050N103
ALL	ALLSTATE CORP	82	$8,000	0.0%	$80.71	+3.4%	COM	020002101
—	APACHE CORP	278	$8,000	0.0%	$39.57	—	COM	037411105
FOXA	FOX CORP	200	$7,000	0.0%	$35.41	-5.2%	CL A COM	35137L105
STT	STATE STR CORP	101	$6,000	0.0%	$81.93	-39.0%	COM	857477103
WAB	WABTEC CORP	56	$4,000	0.0%	$69.17	-1.5%	COM	929740108