Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	462,941	$56.55M	9.7%	$87.50	+42.9%	COM	037833100
MSFT	MICROSOFT CORP	222,424	$52.44M	9.0%	$84.31	+164.4%	COM	594918104
AMZN	AMAZON COM INC	11,434	$35.38M	6.0%	$71.51	+121.7%	COM	023135106
GOOGL	ALPHABET INC	8,927	$18.41M	3.1%	$55.03	+78.0%	CAP STK CL A	02079K305
META	FACEBOOK INC	58,839	$17.33M	3.0%	$185.52	+44.1%	CL A	30303M102
V	VISA INC	81,520	$17.26M	2.9%	$114.76	+77.0%	COM CL A	92826C839
GOOG	ALPHABET INC	8,200	$16.96M	2.9%	$54.79	+79.7%	CAP STK CL C	02079K107
MA	MASTERCARD INCORPORATED	42,404	$15.1M	2.6%	$179.44	+89.2%	CL A	57636Q104
NVDA	NVIDIA CORPORATION	18,867	$10.07M	1.7%	$6.57	+104.0%	COM	67066G104
TMO	THERMO FISHER SCIENTIFIC INC	21,340	$9.745M	1.7%	$205.57	+129.2%	COM	883556102
PYPL	PAYPAL HLDGS INC	40,039	$9.723M	1.7%	$175.74	+43.4%	COM	70450Y103
COST	COSTCO WHSL CORP NEW	25,397	$8.952M	1.5%	$175.20	+88.2%	COM	22160K105
TJX	TJX COS INC NEW	123,366	$8.161M	1.4%	$45.89	+35.7%	COM	872540109
DIS	DISNEY WALT CO	41,186	$7.6M	1.3%	$100.96	+78.5%	COM	254687106
UNH	UNITEDHEALTH GROUP INC	20,124	$7.488M	1.3%	$201.13	+58.9%	COM	91324P102
BA	BOEING CO	24,921	$6.348M	1.1%	$231.05	-3.8%	COM	097023105
ROP	ROPER TECHNOLOGIES INC	15,208	$6.134M	1.0%	$263.40	+48.0%	COM	776696106
HD	HOME DEPOT INC	19,302	$5.892M	1.0%	$154.71	+58.0%	COM	437076102
JPM	JPMORGAN CHASE & CO	38,251	$5.823M	1.0%	$91.40	+39.2%	COM	46625H100
AMAT	APPLIED MATLS INC	43,216	$5.773M	1.0%	$50.88	+107.8%	COM	038222105
BAC	BK OF AMERICA CORP	141,565	$5.477M	0.9%	$26.04	+17.6%	COM	060505104
SPGI	S&P GLOBAL INC	14,836	$5.235M	0.9%	$172.41	+85.4%	COM	78409V104
LLY	LILLY ELI & CO	27,453	$5.129M	0.9%	$148.82	+25.0%	COM	532457108
EL	LAUDER ESTEE COS INC	17,593	$5.117M	0.9%	$125.48	+103.3%	CL A	518439104
WMT	WALMART INC	36,792	$5.018M	0.9%	$28.26	+53.3%	COM	931142103
HON	HONEYWELL INTL INC	22,846	$4.959M	0.8%	$117.49	+50.4%	COM	438516106
ADSK	AUTODESK INC	17,451	$4.837M	0.8%	$119.09	+142.2%	COM	052769106
DXCM	DEXCOM INC	13,390	$4.812M	0.8%	$47.24	+98.7%	COM	252131107
DE	DEERE & CO	12,484	$4.682M	0.8%	$143.98	+113.6%	COM	244199105
ORLY	OREILLY AUTOMOTIVE INC	9,219	$4.677M	0.8%	$18.32	+69.1%	COM	67103H107
QCOM	QUALCOMM INC	33,574	$4.452M	0.8%	$64.36	+101.5%	COM	747525103
WDAY	WORKDAY INC	16,782	$4.169M	0.7%	$132.87	+85.9%	CL A	98138H101
TXN	TEXAS INSTRS INC	21,740	$4.109M	0.7%	$86.85	+74.3%	COM	882508104
MDT	MEDTRONIC PLC	34,031	$4.04M	0.7%	$67.34	+51.0%	SHS	G5960L103
MCD	MCDONALDS CORP	17,798	$3.989M	0.7%	$136.64	+40.0%	COM	580135101
RSG	REPUBLIC SVCS INC	38,997	$3.891M	0.7%	$59.26	+48.3%	COM	760759100
EW	EDWARDS LIFESCIENCES CORP	44,391	$3.713M	0.6%	$61.26	+38.0%	COM	28176E108
CRM	SALESFORCE COM INC	17,377	$3.682M	0.6%	$113.46	+93.9%	COM	79466L302
NSC	NORFOLK SOUTHN CORP	13,001	$3.491M	0.6%	$122.70	+86.5%	COM	655844108
TGT	TARGET CORP	17,594	$3.485M	0.6%	$96.39	+69.3%	COM	87612E106
CMCSA	COMCAST CORP NEW	62,166	$3.364M	0.6%	$31.79	+45.2%	CL A	20030N101
MTD	METTLER TOLEDO INTERNATIONAL	2,890	$3.34M	0.6%	$628.64	+84.4%	COM	592688105
BKNG	BOOKING HOLDINGS INC	1,429	$3.329M	0.6%	$1898.79	+15.1%	COM	09857L108
LVS	LAS VEGAS SANDS CORP	53,480	$3.25M	0.6%	$48.24	+15.9%	COM	517834107
PFE	PFIZER INC	88,976	$3.223M	0.6%	$24.25	+15.6%	COM	717081103
FIVN	FIVE9 INC	20,254	$3.166M	0.5%	$72.07	+137.1%	COM	338307101
TWLO	TWILIO INC	9,248	$3.152M	0.5%	$241.52	+55.1%	CL A	90138F102
ITW	ILLINOIS TOOL WKS INC	13,950	$3.106M	0.5%	$136.67	+35.4%	COM	452308109
CVS	CVS HEALTH CORP	40,527	$3.049M	0.5%	$55.89	+11.4%	COM	126650100
BMY	BRISTOL-MYERS SQUIBB CO	46,987	$2.99M	0.5%	$48.10	+6.1%	COM	110122108
ISRG	INTUITIVE SURGICAL INC	4,044	$2.989M	0.5%	$139.55	+80.3%	COM NEW	46120E602
AXP	AMERICAN EXPRESS CO	20,976	$2.976M	0.5%	$87.01	+42.9%	COM	025816109
RCL	ROYAL CARIBBEAN GROUP	33,166	$2.839M	0.5%	$81.35	-4.2%	COM	V7780T103
CME	CME GROUP INC	13,810	$2.821M	0.5%	$121.09	+34.7%	COM	12572Q105
CI	CIGNA CORP NEW	11,502	$2.78M	0.5%	$190.77	+7.0%	COM	125523100
EQIX	EQUINIX INC	4,065	$2.762M	0.5%	$377.66	+65.4%	COM	29444U700
MRK	MERCK & CO. INC	35,328	$2.747M	0.5%	$57.79	+9.1%	COM	58933Y105
EXAS	EXACT SCIENCES CORP	20,831	$2.745M	0.5%	$90.20	+51.8%	COM	30063P105
PLD	PROLOGIS INC.	24,929	$2.642M	0.5%	$69.26	+28.0%	COM	74340W103
—	COOPER COS INC	6,833	$2.625M	0.4%	$228.89	—	COM NEW	216648402
—	IHS MARKIT LTD	26,795	$2.593M	0.4%	$48.23	—	SHS	G47567105
SPY	SPDR S&P 500 ETF TR	6,445	$2.563M	0.4%	$264.29	—	TR UNIT	78462F103
CMG	CHIPOTLE MEXICAN GRILL INC	1,701	$2.417M	0.4%	$16.05	+80.3%	COM	169656105
FIS	FIDELITY NATL INFORMATION SV	17,047	$2.397M	0.4%	$84.99	+43.9%	COM	31620M106
VRTX	VERTEX PHARMACEUTICALS INC	10,917	$2.346M	0.4%	$163.34	+34.5%	COM	92532F100
NOC	NORTHROP GRUMMAN CORP	7,096	$2.296M	0.4%	$294.28	-5.5%	COM	666807102
TDOC	TELADOC HEALTH INC	12,516	$2.275M	0.4%	$101.44	+128.7%	COM	87918A105
ALGN	ALIGN TECHNOLOGY INC	4,173	$2.26M	0.4%	$256.81	+115.3%	COM	016255101
OLED	UNIVERSAL DISPLAY CORP	9,468	$2.242M	0.4%	$127.03	+73.8%	COM	91347P105
DPZ	DOMINOS PIZZA INC	6,002	$2.208M	0.4%	$199.44	+73.8%	COM	25754A201
TW	TRADEWEB MKTS INC	29,636	$2.193M	0.4%	$44.47	+54.5%	CL A	892672106
PAYC	PAYCOM SOFTWARE INC	5,564	$2.059M	0.4%	$211.38	+82.8%	COM	70432V102
PPG	PPG INDS INC	13,516	$2.031M	0.3%	$99.40	+30.9%	COM	693506107
GILD	GILEAD SCIENCES INC	30,478	$1.97M	0.3%	$58.84	-9.3%	COM	375558103
PODD	INSULET CORP	7,469	$1.948M	0.3%	$117.17	+128.6%	COM	45784P101
—	AVALARA INC	14,322	$1.911M	0.3%	$74.64	—	COM	05338G106
EMR	EMERSON ELEC CO	20,867	$1.883M	0.3%	$58.98	+31.9%	COM	291011104
QSR	RESTAURANT BRANDS INTL INC	27,480	$1.801M	0.3%	$50.43	+22.9%	COM	76131D103
GS	GOLDMAN SACHS GROUP INC	5,498	$1.798M	0.3%	$218.41	+26.8%	COM	38141G104
—	APOLLO GLOBAL MGMT INC	35,532	$1.67M	0.3%	$33.50	—	COM CL A	03768E105
FICO	FAIR ISAAC CORP	3,421	$1.662M	0.3%	$263.94	+80.1%	COM	303250104
TSLA	TESLA INC	2,443	$1.632M	0.3%	$170.65	+47.1%	COM	88160R101
APD	AIR PRODS & CHEMS INC	5,637	$1.594M	0.3%	$135.74	+76.9%	COM	009158106
CL	COLGATE PALMOLIVE CO	19,243	$1.517M	0.3%	$59.73	+17.2%	COM	194162103
—	SPLUNK INC	11,093	$1.503M	0.3%	$98.38	—	COM	848637104
VMC	VULCAN MATLS CO	8,803	$1.485M	0.3%	$116.33	+34.0%	COM	929160109
DOCU	DOCUSIGN INC	6,921	$1.401M	0.2%	$224.62	+3.2%	COM	256163106
QTWO	Q2 HLDGS INC	13,572	$1.36M	0.2%	$43.17	+188.0%	COM	74736L109
SNAP	SNAP INC	24,252	$1.268M	0.2%	$41.54	+38.3%	CL A	83304A106
T	AT&T INC	40,832	$1.236M	0.2%	$14.60	+10.5%	COM	00206R102
ABT	ABBOTT LABS	9,490	$1.137M	0.2%	$91.08	+19.3%	COM	002824100
PSX	PHILLIPS 66	13,810	$1.126M	0.2%	$71.61	-9.4%	COM	718546104
TDY	TELEDYNE TECHNOLOGIES INC	2,687	$1.111M	0.2%	$188.96	+104.3%	COM	879360105
CB	CHUBB LIMITED	6,898	$1.095M	0.2%	$126.08	+19.2%	COM	H1467J104
TYL	TYLER TECHNOLOGIES INC	2,472	$1.049M	0.2%	$335.55	+28.7%	COM	902252105
—	PIONEER NAT RES CO	6,512	$1.038M	0.2%	$172.21	—	COM	723787107
SAIA	SAIA INC	4,501	$1.038M	0.2%	$70.91	+187.4%	COM	78709Y105
—	DRAFTKINGS INC	16,065	$985K	0.2%	$46.56	—	COM CL A	26142R104
NTRA	NATERA INC	9,493	$964K	0.2%	$29.57	+270.6%	COM	632307104
INSP	INSPIRE MED SYS INC	4,324	$895K	0.2%	$46.94	+352.7%	COM	457730109
TXRH	TEXAS ROADHOUSE INC	9,290	$891K	0.2%	$52.07	+54.0%	COM	882681109
MGNI	MAGNITE INC	21,197	$882K	0.2%	$15.13	+186.3%	COM	55955D100
TXG	10X GENOMICS INC	4,773	$864K	0.1%	$172.69	0.0%	CL A COM	88025U109
KKR	KKR & CO INC	15,924	$778K	0.1%	$27.09	+58.3%	COM	48251W104
GTLS	CHART INDS INC	5,212	$742K	0.1%	$73.33	+92.5%	COM	16115Q308
CHE	CHEMED CORP NEW	1,589	$731K	0.1%	$258.08	+86.9%	COM	16359R103
AZTA	BROOKS AUTOMATION INC NEW	8,622	$704K	0.1%	$42.67	+88.2%	COM	114340102
CWST	CASELLA WASTE SYS INC	11,066	$703K	0.1%	$35.21	+71.7%	CL A	147448104
BCPC	BALCHEM CORP	5,551	$696K	0.1%	$75.40	+56.9%	COM	057665200
CDLX	CARDLYTICS INC	6,196	$680K	0.1%	$52.17	+153.1%	COM	14161W105
—	LHC GROUP INC	3,409	$652K	0.1%	$99.86	—	COM	50187A107
TNDM	TANDEM DIABETES CARE INC	7,307	$645K	0.1%	$35.31	+163.2%	COM NEW	875372203
NVCR	NOVOCURE LTD	4,755	$629K	0.1%	$39.06	+305.0%	ORD SHS	G6674U108
—	CMC MATERIALS INC	3,536	$627K	0.1%	$154.69	—	COM	12571T100
ICE	INTERCONTINENTAL EXCHANGE IN	5,526	$617K	0.1%	$66.15	+60.9%	COM	45866F104
CHDN	CHURCHILL DOWNS INC	2,700	$614K	0.1%	$43.58	+148.4%	COM	171484108
HRI	HERC HLDGS INC	5,969	$605K	0.1%	$44.88	+65.9%	COM	42704L104
INTC	INTEL CORP	9,404	$602K	0.1%	$40.06	+35.0%	COM	458140100
—	COUPA SOFTWARE INC	2,353	$599K	0.1%	$62.37	—	COM	22266L106
ROST	ROSS STORES INC	4,894	$587K	0.1%	$85.67	+31.0%	COM	778296103
WDFC	WD-40 CO	1,859	$569K	0.1%	$111.74	+150.7%	COM	929236107
FORM	FORMFACTOR INC	12,342	$557K	0.1%	$30.20	+50.6%	COM	346375108
SAM	BOSTON BEER INC	460	$555K	0.1%	$370.86	+182.8%	CL A	100557107
PHR	PHREESIA INC	10,231	$533K	0.1%	$26.68	+136.1%	COM	71944F106
EPRT	ESSENTIAL PPTYS RLTY TR INC	22,654	$523K	0.1%	$17.61	—	COM	29670E107
ABBV	ABBVIE INC	4,777	$517K	0.1%	$78.15	+13.8%	COM	00287Y109
FIVE	FIVE BELOW INC	2,702	$516K	0.1%	$114.71	+64.3%	COM	33829M101
WING	WINGSTOP INC	3,735	$475K	0.1%	$75.15	+87.1%	COM	974155103
SSD	SIMPSON MFG INC	4,538	$472K	0.1%	$56.88	+69.1%	COM	829073105
LAD	LITHIA MTRS INC	1,193	$465K	0.1%	$114.47	+213.9%	CL A	536797103
CSCO	CISCO SYS INC	8,736	$452K	0.1%	$33.46	+21.4%	COM	17275R102
AGYS	AGILYSYS INC	9,012	$432K	0.1%	$18.74	+165.6%	COM	00847J105
RLI	RLI CORP	3,834	$428K	0.1%	$28.95	+52.5%	COM	749607107
ARES	ARES MANAGEMENT CORPORATION	7,623	$427K	0.1%	$23.22	+87.0%	CL A COM STK	03990B101
RARE	ULTRAGENYX PHARMACEUTICAL IN	3,578	$407K	0.1%	$50.36	+170.3%	COM	90400D108
JNJ	JOHNSON & JOHNSON	2,471	$406K	0.1%	$108.36	+29.9%	COM	478160104
GSHD	GOOSEHEAD INS INC	3,777	$405K	0.1%	$46.29	+192.4%	COM CL A	38267D109
PEN	PENUMBRA INC	1,491	$403K	0.1%	$103.27	+150.0%	COM	70975L107
KWR	QUAKER CHEM CORP	1,647	$401K	0.1%	$151.55	+76.2%	COM	747316107
MCRI	MONARCH CASINO & RESORT INC	6,506	$394K	0.1%	$53.86	+13.3%	COM	609027107
RH	RH	660	$394K	0.1%	$181.18	+172.1%	COM	74967X103
VRNS	VARONIS SYS INC	7,614	$391K	0.1%	$49.42	+20.0%	COM	922280102
—	EVERBRIDGE INC	3,140	$381K	0.1%	$47.33	—	COM	29978A104
UNP	UNION PAC CORP	1,657	$365K	0.1%	$113.06	+66.4%	COM	907818108
MSA	MSA SAFETY INC	2,366	$355K	0.1%	$125.88	+28.0%	COM	553498106
TSEM	TOWER SEMICONDUCTOR LTD	12,576	$353K	0.1%	$21.72	+35.7%	SHS NEW	M87915274
PRLB	PROTO LABS INC	2,883	$351K	0.1%	$122.77	+35.5%	COM	743713109
FATE	FATE THERAPEUTICS INC	4,230	$349K	0.1%	$31.54	+203.8%	COM	31189P102
PLNT	PLANET FITNESS INC	4,492	$347K	0.1%	$49.66	+59.8%	CL A	72703H101
—	REATA PHARMACEUTICALS INC	3,483	$347K	0.1%	$62.81	—	CL A	75615P103
PG	PROCTER AND GAMBLE CO	2,513	$340K	0.1%	$67.87	+70.5%	COM	742718109
—	BALLYS CORPORATION	5,193	$337K	0.1%	$64.90	—	COM	05875B106
SRPT	SAREPTA THERAPEUTICS INC	4,287	$320K	0.1%	$66.68	+38.4%	COM	803607100
IBM	INTERNATIONAL BUSINESS MACHS	2,396	$319K	0.1%	$107.30	-8.6%	COM	459200101
MO	ALTRIA GROUP INC	5,966	$310K	0.1%	$36.57	-16.8%	COM	02209S103
AMGN	AMGEN INC	1,245	$310K	0.1%	$144.43	+41.7%	COM	031162100
KLAC	KLA CORP	924	$305K	0.1%	$98.66	+189.8%	COM NEW	482480100
EHC	ENCOMPASS HEALTH CORP	3,595	$295K	0.1%	$38.63	+60.0%	COM	29261A100
—	CHEMOCENTRYX INC	5,699	$292K	0.0%	$54.75	—	COM	16383L106
PM	PHILIP MORRIS INTL INC	3,212	$289K	0.0%	$68.70	-2.7%	COM	718172109
VZ	VERIZON COMMUNICATIONS INC	4,932	$287K	0.0%	$33.80	+25.0%	COM	92343V104
NMIH	NMI HLDGS INC	12,092	$286K	0.0%	$22.30	+4.4%	CL A	629209305
KO	COCA COLA CO	5,209	$277K	0.0%	$35.07	+23.7%	COM	191216100
TENB	TENABLE HLDGS INC	7,624	$276K	0.0%	$29.48	+53.4%	COM	88025T102
CVX	CHEVRON CORP NEW	2,615	$274K	0.0%	$85.03	-6.4%	COM	166764100
ESNT	ESSENT GROUP LTD	5,699	$271K	0.0%	$35.92	+13.2%	COM	G3198U102
ADI	ANALOG DEVICES INC	1,746	$271K	0.0%	$78.62	+79.5%	COM	032654105
INSM	INSMED INC	7,813	$266K	0.0%	$26.50	+44.2%	COM PAR $.01	457669307
AVGO	BROADCOM INC	567	$263K	0.0%	$21.11	+97.3%	COM	11135F101
—	ALLAKOS INC	2,242	$257K	0.0%	$95.45	—	COM	01671P100
CAT	CATERPILLAR INC	1,076	$249K	0.0%	$133.07	+42.1%	COM	149123101
FFIN	FIRST FINL BANKSHARES	5,299	$248K	0.0%	$23.48	+68.6%	COM	32020R109
BCO	BRINKS CO	3,117	$247K	0.0%	$70.27	+1.5%	COM	109696104
XOM	EXXON MOBIL CORP	4,345	$243K	0.0%	$55.80	-22.4%	COM	30231G102
RPAY	REPAY HLDGS CORP	9,958	$234K	0.0%	$24.31	-0.1%	COM CL A	76029L100
CABO	CABLE ONE INC	126	$230K	0.0%	$636.87	+185.1%	COM	12685J105
—	AMEDISYS INC	866	$229K	0.0%	$183.60	—	COM	023436108
HPQ	HP INC	6,925	$221K	0.0%	$17.36	+34.4%	COM	40434L105
—	IAA INC	3,822	$211K	0.0%	$41.90	—	COM	449253103
MMM	3M CO	1,092	$210K	0.0%	$150.16	-16.7%	COM	88579Y101
—	CARA THERAPEUTICS INC	9,676	$210K	0.0%	$21.70	—	COM	140755109
—	OUTSET MED INC	3,828	$208K	0.0%	$54.34	—	COM	690145107
PAYX	PAYCHEX INC	2,108	$207K	0.0%	$52.37	+53.5%	COM	704326107
ARWR	ARROWHEAD PHARMACEUTICALS IN	2,987	$198K	0.0%	$77.59	0.0%	COM	04280A100
DIN	DINE BRANDS GLOBAL INC	2,190	$197K	0.0%	$64.00	0.0%	COM	254423106
ORCL	ORACLE CORP	2,783	$195K	0.0%	$44.25	+37.0%	COM	68389X105
MCHP	MICROCHIP TECHNOLOGY INC.	1,259	$195K	0.0%	$39.79	+69.7%	COM	595017104
MUSA	MURPHY USA INC	1,333	$193K	0.0%	$113.84	+10.7%	COM	626755102
OLLI	OLLIES BARGAIN OUTLET HLDGS	2,153	$187K	0.0%	$71.74	+26.9%	COM	681116109
DUK	DUKE ENERGY CORP NEW	1,886	$182K	0.0%	$56.05	+34.6%	COM NEW	26441C204
IEUS	ISHARES TR	2,753	$181K	0.0%	$57.79	—	DEVSMCP EXNA ETF	464288497
BILL	BILL COM HLDGS INC	1,245	$181K	0.0%	$149.79	0.0%	COM	090043100
PZZA	PAPA JOHNS INTL INC	2,020	$179K	0.0%	$64.11	+27.9%	COM	698813102
WFC	WELLS FARGO CO NEW	4,523	$177K	0.0%	$47.46	-33.4%	COM	949746101
SBUX	STARBUCKS CORP	1,604	$175K	0.0%	$51.93	+81.1%	COM	855244109
C	CITIGROUP INC	2,386	$174K	0.0%	$54.07	+3.9%	COM NEW	172967424
VFC	V F CORP	2,127	$170K	0.0%	$72.31	+12.3%	COM	918204108
BBIO	BRIDGEBIO PHARMA INC	2,746	$169K	0.0%	$65.42	0.0%	COM	10806X102
UPS	UNITED PARCEL SERVICE INC	958	$163K	0.0%	$85.46	+54.4%	CL B	911312106
BE	BLOOM ENERGY CORP	5,912	$160K	0.0%	$21.35	+52.8%	COM CL A	093712107
FOLD	AMICUS THERAPEUTICS INC	16,168	$160K	0.0%	$12.99	+19.2%	COM	03152W109
MDGL	MADRIGAL PHARMACEUTICALS INC	1,291	$151K	0.0%	$146.81	-20.6%	COM	558868105
RTX	RAYTHEON TECHNOLOGIES CORP	1,948	$151K	0.0%	$54.61	+19.5%	COM	75513E101
ETN	EATON CORP PLC	1,082	$150K	0.0%	$70.28	+69.2%	SHS	G29183103
NEE	NEXTERA ENERGY INC	1,944	$147K	0.0%	$60.16	+14.4%	COM	65339F101
PRTS	CARPARTS COM INC	10,272	$147K	0.0%	$12.24	+32.1%	COM	14427M107
BL	BLACKLINE INC	1,341	$145K	0.0%	$124.72	0.0%	COM	09239B109
PRU	PRUDENTIAL FINL INC	1,538	$140K	0.0%	$77.10	-12.1%	COM	744320102
NKE	NIKE INC	1,048	$140K	0.0%	$59.62	+117.3%	CL B	654106103
PEP	PEPSICO INC	971	$137K	0.0%	$91.10	+29.4%	COM	713448108
RGNX	REGENXBIO INC	3,971	$135K	0.0%	$46.36	-8.0%	COM	75901B107
WM	WASTE MGMT INC DEL	1,044	$135K	0.0%	$74.90	+44.4%	COM	94106L109
AVY	AVERY DENNISON CORP	708	$130K	0.0%	$100.63	+56.3%	COM	053611109
—	AKERO THERAPEUTICS INC	4,482	$130K	0.0%	$27.19	—	COM	00973Y108
EDIT	EDITAS MEDICINE INC	3,041	$128K	0.0%	$56.97	0.0%	COM	28106W103
GLW	CORNING INC	2,935	$128K	0.0%	$23.21	+44.7%	COM	219350105
VICR	VICOR CORP	1,497	$127K	0.0%	$83.99	+12.1%	COM	925815102
AFL	AFLAC INC	2,462	$126K	0.0%	$36.79	+16.5%	COM	001055102
—	KARYOPHARM THERAPEUTICS INC	11,386	$120K	0.0%	$15.99	—	COM	48576U106
NKTX	NKARTA INC	3,643	$120K	0.0%	$47.78	0.0%	COM	65487U108
TFC	TRUIST FINL CORP	2,037	$119K	0.0%	$40.89	+6.6%	COM	89832Q109
—	GENERAL ELECTRIC CO	8,655	$114K	0.0%	$13.63	—	COM	369604103
PLCE	CHILDRENS PL INC NEW	1,611	$112K	0.0%	$70.05	0.0%	COM	168905107
ADP	AUTOMATIC DATA PROCESSING IN	588	$111K	0.0%	$98.61	+58.9%	COM	053015103
SO	SOUTHERN CO	1,727	$107K	0.0%	$37.84	+31.7%	COM	842587107
PNW	PINNACLE WEST CAP CORP	1,308	$106K	0.0%	$56.89	+9.7%	COM	723484101
MS	MORGAN STANLEY	1,357	$105K	0.0%	$43.68	+50.1%	COM NEW	617446448
DRI	DARDEN RESTAURANTS INC	733	$104K	0.0%	$76.11	+48.1%	COM	237194105
PSA	PUBLIC STORAGE	414	$102K	0.0%	$140.87	+33.6%	COM	74460D109
DOW	DOW INC	1,588	$102K	0.0%	$35.55	+28.9%	COM	260557103
LMT	LOCKHEED MARTIN CORP	277	$102K	0.0%	$275.43	+8.9%	COM	539830109
LYB	LYONDELLBASELL INDUSTRIES N	938	$98,000	0.0%	$62.64	+13.0%	SHS - A -	N53745100
IP	INTERNATIONAL PAPER CO	1,820	$98,000	0.0%	$39.21	+0.5%	COM	460146103
MET	METLIFE INC	1,593	$97,000	0.0%	$37.04	+28.5%	COM	59156R108
SKT	TANGER FACTORY OUTLET CTRS I	6,327	$96,000	0.0%	$15.17	—	COM	875465106
VERI	VERITONE INC	4,008	$96,000	0.0%	$35.66	0.0%	COM	92347M100
CCI	CROWN CASTLE INTL CORP NEW	534	$92,000	0.0%	$89.24	+42.7%	COM	22822V101
—	SEAGATE TECHNOLOGY PLC	1,187	$92,000	0.0%	$55.12	—	SHS	G7945M107
CMI	CUMMINS INC	354	$92,000	0.0%	$139.76	+58.8%	COM	231021106
ELV	ANTHEM INC	257	$92,000	0.0%	$211.75	+42.0%	COM	036752103
AMT	AMERICAN TOWER CORP NEW	382	$91,000	0.0%	$157.47	+22.1%	COM	03027X100
—	BLACKROCK INC	119	$90,000	0.0%	$544.83	—	COM	09247X101
USB	US BANCORP DEL	1,575	$88,000	0.0%	$39.92	+1.0%	COM NEW	902973304
DD	DUPONT DE NEMOURS INC	1,138	$88,000	0.0%	$27.24	+6.7%	COM	26614N102
D	DOMINION ENERGY INC	1,071	$81,000	0.0%	$53.68	+9.0%	COM	25746U109
GPC	GENUINE PARTS CO	689	$80,000	0.0%	$76.83	+21.1%	COM	372460105
MDLZ	MONDELEZ INTL INC	1,368	$80,000	0.0%	$37.36	+33.3%	CL A	609207105
ETR	ENTERGY CORP NEW	790	$79,000	0.0%	$28.84	+36.9%	COM	29364G103
PNC	PNC FINL SVCS GROUP INC	447	$78,000	0.0%	$118.19	+17.2%	COM	693475105
PFG	PRINCIPAL FINANCIAL GROUP IN	1,297	$78,000	0.0%	$48.41	-3.5%	COM	74251V102
GM	GENERAL MTRS CO	1,352	$78,000	0.0%	$35.73	+43.4%	COM	37045V100
CNP	CENTERPOINT ENERGY INC	3,344	$76,000	0.0%	$21.46	-12.4%	COM	15189T107
BRK/B	BERKSHIRE HATHAWAY INC DEL	283	$72,000	0.0%	$205.04	+18.4%	CL B NEW	084670702
CSX	CSX CORP	733	$71,000	0.0%	$16.81	+70.0%	COM	126408103
AVB	AVALONBAY CMNTYS INC	375	$70,000	0.0%	$124.68	+18.5%	COM	053484101
WU	WESTERN UN CO	2,743	$68,000	0.0%	$19.12	—	COM	959802109
IVZ	INVESCO LTD	2,649	$67,000	0.0%	$23.62	-22.6%	SHS	G491BT108
SPG	SIMON PPTY GROUP INC NEW	591	$67,000	0.0%	$75.75	+5.6%	COM	828806109
TROW	PRICE T ROWE GROUP INC	381	$65,000	0.0%	$82.41	+60.1%	COM	74144T108
—	PEOPLES UNITED FINANCIAL INC	3,596	$64,000	0.0%	$18.68	—	COM	712704105
PPL	PPL CORP	2,136	$62,000	0.0%	$20.91	+10.9%	COM	69351T106
HPE	HEWLETT PACKARD ENTERPRISE C	3,879	$62,000	0.0%	$13.27	-9.8%	COM	42824C109
DOC	HEALTHPEAK PROPERTIES INC	1,929	$61,000	0.0%	$25.47	-7.9%	COM	42250P103
TAP	MOLSON COORS BEVERAGE CO	1,150	$59,000	0.0%	$34.73	+21.7%	CL B	60871R209
—	AMCOR PLC	5,018	$59,000	0.0%	$7.40	+26.0%	ORD	G0250X107
PGR	PROGRESSIVE CORP	615	$59,000	0.0%	$55.48	+46.0%	COM	743315103
WMB	WILLIAMS COS INC	2,458	$58,000	0.0%	$19.06	-6.5%	COM	969457100
CAH	CARDINAL HEALTH INC	939	$58,000	0.0%	$54.18	-9.7%	COM	14149Y108
—	WESTROCK CO	1,102	$57,000	0.0%	$50.29	—	COM	96145D105
COF	CAPITAL ONE FINL CORP	444	$56,000	0.0%	$86.88	+24.2%	COM	14040H105
PEG	PUBLIC SVC ENTERPRISE GRP IN	910	$55,000	0.0%	$37.56	+30.3%	COM	744573106
CTVA	CORTEVA INC	1,138	$53,000	0.0%	$25.02	+67.5%	COM	22052L104
OXY	OCCIDENTAL PETE CORP	1,904	$51,000	0.0%	$57.44	-59.0%	COM	674599105
GD	GENERAL DYNAMICS CORP	274	$50,000	0.0%	$172.36	-14.7%	COM	369550108
F	FORD MTR CO DEL	3,974	$49,000	0.0%	$7.48	+16.0%	COM	345370860
HRB	BLOCK H & R INC	2,232	$49,000	0.0%	$19.35	-17.0%	COM	093671105
MCO	MOODYS CORP	157	$47,000	0.0%	$151.00	+79.0%	COM	615369105
KMI	KINDER MORGAN INC DEL	2,852	$47,000	0.0%	$11.09	+4.3%	COM	49456B101
JCI	JOHNSON CTLS INTL PLC	786	$47,000	0.0%	$29.71	+68.3%	SHS	G51502105
GIS	GENERAL MLS INC	748	$46,000	0.0%	$41.03	+19.3%	COM	370334104
BIIB	BIOGEN INC	164	$46,000	0.0%	$310.41	-13.1%	COM	09062X103
COP	CONOCOPHILLIPS	842	$45,000	0.0%	$43.76	-5.4%	COM	20825C104
MRSH	MARSH & MCLENNAN COS INC	358	$44,000	0.0%	$73.68	+45.3%	COM	571748102
TRV	TRAVELERS COMPANIES INC	279	$42,000	0.0%	$117.60	+13.2%	COM	89417E109
KHC	KRAFT HEINZ CO	1,053	$42,000	0.0%	$34.94	-18.1%	COM	500754106
NWL	NEWELL BRANDS INC	1,518	$41,000	0.0%	$19.61	+2.0%	COM	651229106
VLO	VALERO ENERGY CORP	571	$41,000	0.0%	$68.16	-16.1%	COM	91913Y100
PH	PARKER-HANNIFIN CORP	127	$40,000	0.0%	$168.05	+61.0%	COM	701094104
DAL	DELTA AIR LINES INC DEL	820	$40,000	0.0%	$52.52	-18.1%	COM NEW	247361702
EOG	EOG RES INC	528	$38,000	0.0%	$80.82	-37.6%	COM	26875P101
AEP	AMERICAN ELEC PWR CO INC	439	$37,000	0.0%	$66.63	+1.3%	COM	025537101
BK	BANK NEW YORK MELLON CORP	774	$37,000	0.0%	$43.95	-12.9%	COM	064058100
—	WALGREENS BOOTS ALLIANCE INC	656	$36,000	0.0%	$51.68	—	COM	931427108
ADM	ARCHER DANIELS MIDLAND CO	616	$35,000	0.0%	$31.91	+50.3%	COM	039483102
AMP	AMERIPRISE FINL INC	152	$35,000	0.0%	$139.94	+43.5%	COM	03076C106
YUM	YUM BRANDS INC	314	$34,000	0.0%	$71.00	+36.2%	COM	988498101
SLB	SCHLUMBERGER LTD	1,257	$34,000	0.0%	$51.50	-54.0%	COM	806857108
OMC	OMNICOM GROUP INC	418	$31,000	0.0%	$62.85	-7.5%	COM	681919106
AIG	AMERICAN INTL GROUP INC	665	$31,000	0.0%	$44.24	-12.7%	COM NEW	026874784
—	INTERPUBLIC GROUP COS INC	988	$29,000	0.0%	$16.72	+31.6%	COM	460690100
XRX	XEROX HOLDINGS CORP	1,125	$28,000	0.0%	$31.33	-23.7%	COM NEW	98421M106
WEC	WEC ENERGY GROUP INC	290	$27,000	0.0%	$48.22	+53.6%	COM	92939U106
HST	HOST HOTELS & RESORTS INC	1,582	$27,000	0.0%	$14.47	-10.7%	COM	44107P104
EXC	EXELON CORP	622	$27,000	0.0%	$22.84	+10.5%	COM	30161N101
MPC	MARATHON PETE CORP	496	$27,000	0.0%	$53.75	-17.0%	COM	56585A102
FDX	FEDEX CORP	96	$27,000	0.0%	$214.45	+9.2%	COM	31428X106
KEY	KEYCORP	1,291	$26,000	0.0%	$11.97	+27.2%	COM	493267108
PCAR	PACCAR INC	265	$25,000	0.0%	$34.80	+49.4%	COM	693718108
BAX	BAXTER INTL INC	294	$25,000	0.0%	$58.91	+21.3%	COM	071813109
CCL	CARNIVAL CORP	944	$25,000	0.0%	$60.17	-60.8%	UNIT 99/99/9999	143658300
WELL	WELLTOWER INC	348	$25,000	0.0%	$42.96	+37.4%	COM	95040Q104
HP	HELMERICH & PAYNE INC	924	$25,000	0.0%	$67.45	-59.0%	COM	423452101
CPB	CAMPBELL SOUP CO	464	$23,000	0.0%	$30.98	+30.5%	COM	134429109
BXP	BOSTON PROPERTIES INC	214	$22,000	0.0%	$85.13	-11.1%	COM	101121101
EQR	EQUITY RESIDENTIAL	311	$22,000	0.0%	$44.25	+23.8%	SH BEN INT	29476L107
LUMN	LUMEN TECHNOLOGIES INC	1,657	$22,000	0.0%	$10.83	0.0%	COM	550241103
—	APARTMENT INCOME REIT CORP	505	$22,000	0.0%	$37.62	—	COM	03750L109
HAS	HASBRO INC	219	$21,000	0.0%	$70.02	+11.6%	COM	418056107
IRM	IRON MTN INC NEW	552	$21,000	0.0%	$21.76	+25.1%	COM	46284V101
OKE	ONEOK INC NEW	403	$20,000	0.0%	$41.38	-16.6%	COM	682680103
SRE	SEMPRA ENERGY	152	$20,000	0.0%	$44.06	+20.5%	COM	816851109
O	REALTY INCOME CORP	296	$19,000	0.0%	$34.12	+35.5%	COM	756109104
HAL	HALLIBURTON CO	839	$18,000	0.0%	$42.09	-54.5%	COM	406216101
VTRS	VIATRIS INC	1,238	$17,000	0.0%	$13.33	-0.1%	COM	92556V106
VTR	VENTAS INC	310	$17,000	0.0%	$37.43	+15.5%	COM	92276F100
AEE	AMEREN CORP	214	$17,000	0.0%	$44.14	+46.9%	COM	023608102
WYNN	WYNN RESORTS LTD	117	$15,000	0.0%	$158.47	-26.1%	COM	983134107
HBAN	HUNTINGTON BANCSHARES INC	967	$15,000	0.0%	$11.01	+9.3%	COM	446150104
VNO	VORNADO RLTY TR	268	$12,000	0.0%	$67.28	—	SH BEN INT	929042109
ALL	ALLSTATE CORP	68	$8,000	0.0%	$80.71	+21.0%	COM	020002101
STT	STATE STR CORP	83	$7,000	0.0%	$81.93	-19.4%	COM	857477103
—	MARATHON OIL CORP	616	$7,000	0.0%	$16.18	—	COM	565849106
APA	APA CORPORATION	228	$4,000	0.0%	$16.01	0.0%	COM	03743Q108
AIV	APARTMENT INVT & MGMT CO	505	$3,000	0.0%	$5.94	—	CL A	03748R747