Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	290,827	$45.86M	8.4%	$84.31	+65.1%	COM	594918104
AAPL	APPLE INC	125,844	$36.95M	6.7%	$40.42	+53.4%	COM	037833100
AMZN	AMAZON COM INC	15,610	$28.84M	5.3%	$71.51	+23.8%	COM	023135106
V	VISA INC	117,652	$22.11M	4.0%	$114.76	+50.4%	COM CL A	92826C839
GOOGL	ALPHABET INC	11,668	$15.63M	2.9%	$55.03	+16.3%	CAP STK CL A	02079K305
MA	MASTERCARD INC	51,516	$15.38M	2.8%	$179.44	+51.9%	CL A	57636Q104
GOOG	ALPHABET INC	10,955	$14.65M	2.7%	$54.79	+16.9%	CAP STK CL C	02079K107
META	FACEBOOK INC	68,006	$13.96M	2.5%	$184.39	+4.3%	CL A	30303M102
HD	HOME DEPOT INC	50,609	$11.05M	2.0%	$154.71	+26.0%	COM	437076102
DIS	DISNEY WALT CO	74,378	$10.82M	2.0%	$100.96	+34.4%	COM DISNEY	254687106
COST	COSTCO WHSL CORP NEW	32,611	$9.585M	1.7%	$175.20	+55.0%	COM	22160K105
UNH	UNITEDHEALTH GROUP INC	28,526	$8.386M	1.5%	$201.13	+17.6%	COM	91324P102
HON	HONEYWELL INTL INC	43,563	$7.71M	1.4%	$117.49	+22.5%	COM	438516106
TJX	TJX COS INC NEW	125,527	$7.665M	1.4%	$45.47	+20.1%	COM	872540109
TMO	THERMO FISHER SCIENTIFIC INC	23,540	$7.652M	1.4%	$205.57	+45.2%	COM	883556102
ADSK	AUTODESK INC	35,100	$6.44M	1.2%	$119.09	+36.1%	COM	052769106
NFLX	NETFLIX INC	18,745	$6.065M	1.1%	$27.22	+8.9%	COM	64110L106
ROP	ROPER TECHNOLOGIES INC	17,019	$6.028M	1.1%	$263.40	+26.4%	COM	776696106
EW	EDWARDS LIFESCIENCES CORP	25,251	$5.891M	1.1%	$43.43	+79.8%	COM	28176E108
ORLY	O REILLY AUTOMOTIVE INC NEW	13,337	$5.845M	1.1%	$18.32	+56.2%	COM	67103H107
CMCSA	COMCAST CORP NEW	123,893	$5.572M	1.0%	$31.79	+19.1%	CL A	20030N101
BDX	BECTON DICKINSON & CO	20,253	$5.508M	1.0%	$194.61	+16.4%	COM	075887109
JPM	JPMORGAN CHASE & CO	39,052	$5.444M	1.0%	$91.40	+18.9%	COM	46625H100
EL	LAUDER ESTEE COS INC	25,175	$5.2M	0.9%	$125.48	+42.9%	CL A	518439104
BAC	BANK AMER CORP	144,678	$5.096M	0.9%	$26.04	+6.7%	COM	060505104
CRM	SALESFORCE COM INC	30,760	$5.003M	0.9%	$113.46	+36.5%	COM	79466L302
BA	BOEING CO	14,389	$4.688M	0.9%	$327.84	+7.1%	COM	097023105
NVDA	NVIDIA CORP	19,247	$4.528M	0.8%	$5.18	0.0%	COM	67066G104
WMT	WALMART INC	37,606	$4.489M	0.8%	$28.26	+28.7%	COM	931142103
AMAT	APPLIED MATLS INC	72,344	$4.416M	0.8%	$50.88	+4.2%	COM	038222105
BMY	BRISTOL MYERS SQUIBB CO	65,560	$4.209M	0.8%	$48.10	-6.1%	COM	110122108
DE	DEERE & CO	24,090	$4.192M	0.8%	$143.98	+9.7%	COM	244199105
SPGI	S&P GLOBAL INC	15,179	$4.144M	0.8%	$172.41	+43.2%	COM	78409V104
WDAY	WORKDAY INC	24,144	$3.97M	0.7%	$132.87	+25.0%	CL A	98138H101
MDT	MEDTRONIC PLC	34,788	$3.965M	0.7%	$67.34	+37.5%	SHS	G5960L103
CME	CME GROUP INC	19,163	$3.894M	0.7%	$121.09	+33.8%	COM	12572Q105
MCD	MCDONALDS CORP	19,394	$3.833M	0.7%	$136.64	+25.8%	COM	580135101
AXP	AMERICAN EXPRESS CO	29,740	$3.702M	0.7%	$87.01	+26.6%	COM	025816109
RSG	REPUBLIC SVCS INC	39,906	$3.593M	0.7%	$59.26	+35.1%	COM	760759100
OLED	UNIVERSAL DISPLAY CORP	17,367	$3.579M	0.7%	$127.03	+41.6%	COM	91347P105
PFE	PFIZER INC	90,793	$3.557M	0.6%	$24.25	+10.2%	COM	717081103
VMC	VULCAN MATLS CO	24,449	$3.52M	0.6%	$116.33	+16.8%	COM	929160109
XYL	XYLEM INC	44,097	$3.475M	0.6%	$67.29	+7.6%	COM	98419M100
ISRG	INTUITIVE SURGICAL INC	5,781	$3.417M	0.6%	$139.55	+34.2%	COM NEW	46120E602
EQIX	EQUINIX INC	5,825	$3.4M	0.6%	$377.66	+32.8%	COM	29444U700
VRTX	VERTEX PHARMACEUTICALS INC	15,409	$3.374M	0.6%	$163.34	+23.9%	COM	92532F100
KNX	KNIGHT SWIFT TRANSN HLDGS IN	94,087	$3.372M	0.6%	$39.12	-11.9%	CL A	499049104
MRK	MERCK & CO INC	36,038	$3.3M	0.6%	$57.79	+16.9%	COM	58933Y105
MTD	METTLER TOLEDO INTERNATIONAL	4,152	$3.294M	0.6%	$628.64	+14.9%	COM	592688105
DXCM	DEXCOM INC	14,819	$3.241M	0.6%	$42.96	+10.4%	COM	252131107
ICE	INTERCONTINENTAL EXCHANGE IN	31,412	$2.908M	0.5%	$66.15	+29.6%	COM	45866F104
—	IHS MARKIT LTD	38,400	$2.894M	0.5%	$48.23	—	SHS	G47567105
FIS	FIDELITY NATL INFORMATION SV	20,795	$2.892M	0.5%	$84.99	+39.5%	COM	31620M106
TXN	TEXAS INSTRS INC	22,202	$2.848M	0.5%	$86.85	+19.5%	COM	882508104
EXAS	EXACT SCIENCES CORP	30,138	$2.787M	0.5%	$90.20	-2.5%	COM	30063P105
QCOM	QUALCOMM INC	31,041	$2.739M	0.5%	$61.39	+18.7%	COM	747525103
—	COOPER COS INC	8,381	$2.693M	0.5%	$228.89	—	COM NEW	216648402
WM	WASTE MGMT INC DEL	23,451	$2.673M	0.5%	$74.90	+36.3%	COM	94106L109
CL	COLGATE PALMOLIVE CO	37,851	$2.606M	0.5%	$59.73	-1.0%	COM	194162103
NSC	NORFOLK SOUTHERN CORP	13,298	$2.582M	0.5%	$122.70	+34.9%	COM	655844108
ITW	ILLINOIS TOOL WKS INC	14,268	$2.579M	0.5%	$136.67	+7.0%	COM	452308109
ADI	ANALOG DEVICES INC	21,527	$2.558M	0.5%	$78.62	+28.3%	COM	032654105
—	RAYTHEON CO	11,527	$2.533M	0.5%	$215.83	—	COM NEW	755111507
NOC	NORTHROP GRUMMAN CORP	7,259	$2.497M	0.5%	$294.28	+8.0%	COM	666807102
SPY	SPDR S&P 500 ETF TR	7,661	$2.478M	0.5%	$264.29	—	TR UNIT	78462F103
CVS	CVS HEALTH CORP	32,412	$2.408M	0.4%	$56.11	+3.0%	COM	126650100
CI	CIGNA CORP NEW	11,769	$2.406M	0.4%	$190.77	-12.1%	COM	125523100
—	SPLUNK INC	15,791	$2.365M	0.4%	$98.38	—	COM	848637104
RCL	ROYAL CARIBBEAN CRUISES LTD	17,575	$2.36M	0.4%	$117.41	-3.9%	COM	V7780T103
EMR	EMERSON ELEC CO	30,718	$2.342M	0.4%	$58.98	+6.5%	COM	291011104
BRK/B	BERKSHIRE HATHAWAY INC DEL	10,160	$2.301M	0.4%	$205.04	+5.9%	CL B NEW	084670702
—	ALEXION PHARMACEUTICALS INC	21,034	$2.274M	0.4%	$111.45	—	COM	015351109
DPZ	DOMINOS PIZZA INC	7,369	$2.164M	0.4%	$199.44	+28.4%	COM	25754A201
PAYC	PAYCOM SOFTWARE INC	7,934	$2.1M	0.4%	$211.38	+9.7%	COM	70432V102
CMG	CHIPOTLE MEXICAN GRILL INC	2,435	$2.039M	0.4%	$16.05	0.0%	COM	169656105
GILD	GILEAD SCIENCES INC	31,162	$2.025M	0.4%	$58.84	-12.9%	COM	375558103
EOG	EOG RES INC	23,844	$1.997M	0.4%	$80.82	-31.0%	COM	26875P101
PODD	INSULET CORP	11,223	$1.921M	0.4%	$117.17	+42.2%	COM	45784P101
APD	AIR PRODS & CHEMS INC	7,966	$1.881M	0.3%	$135.74	+43.0%	COM	009158106
TGT	TARGET CORP	14,488	$1.858M	0.3%	$96.73	+3.2%	COM	87612E106
PPG	PPG INDS INC	13,827	$1.846M	0.3%	$99.40	+13.2%	COM	693506107
PLD	PROLOGIS INC	20,542	$1.831M	0.3%	$68.09	+9.7%	COM	74340W103
GS	GOLDMAN SACHS GROUP INC	7,748	$1.781M	0.3%	$218.41	-14.2%	COM	38141G104
WTW	WILLIS TOWERS WATSON PUB LTD	8,474	$1.717M	0.3%	$165.49	+6.6%	SHS	G96629103
TSCO	TRACTOR SUPPLY CO	16,858	$1.575M	0.3%	$16.35	+5.4%	COM	892356106
PSX	PHILLIPS 66	14,130	$1.574M	0.3%	$71.61	+22.0%	COM	718546104
T	AT&T INC	39,224	$1.533M	0.3%	$14.55	+29.6%	COM	00206R102
FICO	FAIR ISAAC CORP	4,037	$1.513M	0.3%	$250.19	+34.5%	COM	303250104
DLTR	DOLLAR TREE INC	13,081	$1.23M	0.2%	$104.61	+0.3%	COM	256746108
ALGN	ALIGN TECHNOLOGY INC	4,278	$1.194M	0.2%	$256.81	-2.9%	COM	016255101
TW	TRADEWEB MKTS INC	25,059	$1.161M	0.2%	$44.19	-2.4%	CL A	892672106
ETSY	ETSY INC	24,927	$1.104M	0.2%	$58.95	-19.2%	COM	29786A106
QTWO	Q2 HLDGS INC	13,572	$1.1M	0.2%	$43.17	+78.0%	COM	74736L109
CB	CHUBB LIMITED	6,990	$1.093M	0.2%	$126.08	+9.8%	COM	H1467J104
PYPL	PAYPAL HLDGS INC	9,948	$1.076M	0.2%	$83.10	+25.1%	COM	70450Y103
GD	GENERAL DYNAMICS CORP	5,762	$1.016M	0.2%	$172.36	-9.6%	COM	369550108
—	PIONEER NAT RES CO	6,665	$1.012M	0.2%	$172.21	—	COM	723787107
TDOC	TELADOC HEALTH INC	11,550	$967K	0.2%	$76.10	0.0%	COM	87918A105
TDY	TELEDYNE TECHNOLOGIES INC	2,687	$931K	0.2%	$188.96	+77.9%	COM	879360105
—	REATA PHARMACEUTICALS INC	3,483	$712K	0.1%	$62.81	—	CL A	75615P103
CHE	CHEMED CORP NEW	1,589	$698K	0.1%	$258.08	+59.8%	COM	16359R103
ROKU	ROKU INC	4,488	$601K	0.1%	$56.03	+145.3%	COM CL A	77543R102
FIVN	FIVE9 INC	9,094	$596K	0.1%	$30.96	+97.6%	COM	338307101
EHC	ENCOMPASS HEALTH CORP	8,195	$570K	0.1%	$38.63	+30.4%	COM	29261A100
BCPC	BALCHEM CORP	5,551	$567K	0.1%	$75.40	+29.0%	COM	057665200
SRPT	SAREPTA THERAPEUTICS INC	4,393	$567K	0.1%	$66.68	+51.4%	COM	803607100
INTC	INTEL CORP	9,404	$563K	0.1%	$40.06	+23.0%	COM	458140100
MRCY	MERCURY SYS INC	7,788	$538K	0.1%	$47.69	+51.1%	COM	589378108
TXRH	TEXAS ROADHOUSE INC	9,290	$523K	0.1%	$52.07	-4.3%	COM	882681109
CWST	CASELLA WASTE SYS INC	11,066	$509K	0.1%	$35.21	+25.3%	CL A	147448104
TECH	BIO TECHNE CORP	2,301	$505K	0.1%	$33.97	+50.4%	COM	09073M104
VSAT	VIASAT INC	6,891	$504K	0.1%	$73.90	-3.2%	COM	92552V100
HQY	HEALTHEQUITY INC	6,644	$492K	0.1%	$57.62	+8.3%	COM	42226A107
—	COUPA SOFTWARE INC	3,351	$490K	0.1%	$62.37	—	COM	22266L106
CABO	CABLE ONE INC	323	$481K	0.1%	$636.87	+105.6%	COM	12685J105
—	LHC GROUP INC	3,409	$470K	0.1%	$99.86	—	COM	50187A107
NVCR	NOVOCURE LTD	5,536	$467K	0.1%	$39.06	+106.6%	ORD SHS	G6674U108
PEN	PENUMBRA INC	2,758	$453K	0.1%	$103.27	+54.0%	COM	70975L107
TNDM	TANDEM DIABETES CARE INC	7,307	$436K	0.1%	$35.31	+74.6%	COM NEW	875372203
BCO	BRINKS CO	4,793	$435K	0.1%	$69.91	+17.5%	COM	109696104
CSCO	CISCO SYS INC	8,736	$419K	0.1%	$33.46	+15.3%	COM	17275R102
—	II VI INC	12,387	$417K	0.1%	$40.93	—	COM	902104108
FFIN	FIRST FINL BANKSHARES	11,722	$413K	0.1%	$23.48	+30.6%	COM	32020R109
KWR	QUAKER CHEM CORP	2,493	$410K	0.1%	$151.55	+2.3%	COM	747316107
ABBV	ABBVIE INC	4,551	$403K	0.1%	$78.53	-17.7%	COM	00287Y109
—	CABOT MICROELECTRONICS CORP	2,756	$399K	0.1%	$144.78	—	COM	12709P103
HEFA	ISHARES TR	12,961	$396K	0.1%	$28.70	—	HDG MSCI EAFE	46434V803
—	FORWARD AIR CORP	5,419	$379K	0.1%	$52.78	—	COM	349853101
CHDN	CHURCHILL DOWNS INC	2,700	$372K	0.1%	$43.58	+46.0%	COM	171484108
WDFC	WD-40 CO	1,859	$361K	0.1%	$111.74	+53.2%	COM	929236107
JNJ	JOHNSON & JOHNSON	2,471	$360K	0.1%	$108.36	+5.3%	COM	478160104
—	EVERBRIDGE INC	4,521	$353K	0.1%	$47.33	—	COM	29978A104
PLNT	PLANET FITNESS INC	4,733	$353K	0.1%	$49.66	+35.7%	CL A	72703H101
GTLS	CHART INDS INC	5,212	$352K	0.1%	$73.33	-20.3%	COM PAR $0.01	16115Q308
FIVE	FIVE BELOW INC	2,702	$345K	0.1%	$114.71	+9.2%	COM	33829M101
RLI	RLI CORP	3,834	$345K	0.1%	$28.95	+31.0%	COM	749607107
WING	WINGSTOP INC	3,979	$343K	0.1%	$73.22	+13.4%	COM	974155103
SAIA	SAIA INC	3,663	$341K	0.1%	$67.07	+41.0%	COM	78709Y105
ASGN	ASGN INC	4,676	$332K	0.1%	$76.38	-14.5%	COM	00191U102
CDLX	CARDLYTICS INC	5,273	$331K	0.1%	$48.90	0.0%	COM	14161W105
IBM	INTERNATIONAL BUSINESS MACHS	2,396	$321K	0.1%	$107.30	-6.9%	COM	459200101
INSP	INSPIRE MED SYS INC	4,324	$321K	0.1%	$46.94	+36.9%	COM	457730109
NTRA	NATERA INC	9,493	$320K	0.1%	$29.57	+24.7%	COM	632307104
CVX	CHEVRON CORP NEW	2,615	$315K	0.1%	$85.03	+5.5%	COM	166764100
PG	PROCTER & GAMBLE CO	2,513	$314K	0.1%	$67.87	+55.1%	COM	742718109
MO	ALTRIA GROUP INC	5,966	$303K	0.1%	$36.57	-21.3%	COM	02209S103
XOM	EXXON MOBIL CORP	4,345	$303K	0.1%	$55.80	-6.7%	COM	30231G102
AMGN	AMGEN INC	1,245	$300K	0.1%	$144.43	+26.5%	COM	031162100
UNP	UNION PACIFIC CORP	1,657	$300K	0.1%	$113.06	+32.1%	COM	907818108
PRLB	PROTO LABS INC	2,883	$293K	0.1%	$122.77	-19.3%	COM	743713109
SSD	SIMPSON MANUFACTURING CO INC	3,603	$290K	0.1%	$53.40	+38.2%	COM	829073105
—	GRACE W R & CO DEL NEW	4,143	$289K	0.1%	$72.07	—	COM	38388F108
KO	COCA COLA CO	5,209	$288K	0.1%	$35.07	+26.9%	COM	191216100
—	AIR TRANSPORT SERVICES GRP I	12,216	$287K	0.1%	$23.33	—	COM	00922R105
SMPL	SIMPLY GOOD FOODS CO	9,949	$284K	0.1%	$26.36	0.0%	COM	82900L102
VZ	VERIZON COMMUNICATIONS INC	4,592	$282K	0.1%	$33.15	+29.1%	COM	92343V104
—	PROOFPOINT INC	2,416	$277K	0.1%	$113.67	—	COM	743424103
PM	PHILIP MORRIS INTL INC	3,212	$277K	0.1%	$68.70	-12.6%	COM	718172109
IPAR	INTER PARFUMS INC	3,773	$276K	0.1%	$69.97	+4.0%	COM	458334109
PHR	PHREESIA INC	10,231	$273K	0.0%	$26.68	+3.6%	COM	71944F106
ARES	ARES MANAGEMENT CORPORATION	7,623	$272K	0.0%	$23.22	+9.8%	CL A COM STK	03990B101
AAL	AMERICAN AIRLS GROUP INC	9,436	$271K	0.0%	$52.16	-45.6%	COM	02376R102
ABCB	AMERIS BANCORP	6,270	$268K	0.0%	$48.15	-19.1%	COM	03076K108
KTOS	KRATOS DEFENSE & SEC SOLUTIO	14,832	$267K	0.0%	$19.60	-5.4%	COM NEW	50077B207
BYD	BOYD GAMING CORP	8,727	$262K	0.0%	$33.75	-20.1%	COM	103304101
—	AIMMUNE THERAPEUTICS INC	7,619	$255K	0.0%	$33.47	—	COM	00900T107
JJSF	J & J SNACK FOODS CORP	1,376	$254K	0.0%	$129.85	+28.6%	COM	466032109
WFC	WELLS FARGO CO NEW	4,523	$243K	0.0%	$47.46	-5.8%	COM	949746101
—	BARNES GROUP INC	3,764	$233K	0.0%	$52.52	—	COM	067806109
BWXT	BWX TECHNOLOGIES INC	3,626	$225K	0.0%	$45.97	+19.7%	COM	05605H100
NMIH	NMI HLDGS INC	6,766	$224K	0.0%	$28.67	+9.0%	CL A	629209305
HTBK	HERITAGE COMMERCE CORP	17,290	$222K	0.0%	$16.97	-28.3%	COM	426927109
ROG	ROGERS CORP	1,773	$221K	0.0%	$152.06	-11.1%	COM	775133101
OLLI	OLLIES BARGAIN OUTLT HLDGS I	3,378	$221K	0.0%	$71.08	-10.9%	COM	681116109
—	GW PHARMACEUTICALS PLC	2,095	$219K	0.0%	$159.27	—	ADS	36197T103
—	ALLAKOS INC	2,242	$214K	0.0%	$95.45	—	COM	01671P100
WK	WORKIVA INC	5,063	$213K	0.0%	$37.61	+12.0%	COM CL A	98139A105
VFC	V F CORP	2,127	$212K	0.0%	$72.31	+24.0%	COM	918204108
LLY	LILLY ELI & CO	1,586	$208K	0.0%	$71.71	+50.0%	COM	532457108
ASH	ASHLAND GLOBAL HLDGS INC	2,663	$204K	0.0%	$68.38	-0.3%	COM	044186104
AGG	ISHARES TR	1,747	$196K	0.0%	$107.04	—	CORE US AGGBD ET	464287226
RARE	ULTRAGENYX PHARMACEUTICAL IN	4,570	$195K	0.0%	$50.36	-18.1%	COM	90400D108
ESE	ESCO TECHNOLOGIES INC	2,104	$195K	0.0%	$79.58	+5.0%	COM	296315104
MMM	3M CO	1,092	$193K	0.0%	$150.16	-25.6%	COM	88579Y101
C	CITIGROUP INC	2,386	$191K	0.0%	$54.07	+9.6%	COM NEW	172967424
TSEM	TOWER SEMICONDUCTOR LTD	7,787	$187K	0.0%	$22.46	0.0%	SHS NEW	M87915274
CVCO	CAVCO INDS INC DEL	948	$185K	0.0%	$209.76	-6.6%	COM	149568107
PAYX	PAYCHEX INC	2,108	$179K	0.0%	$52.37	+35.0%	COM	704326107
WEC	WEC ENERGY GROUP INC	1,876	$173K	0.0%	$48.22	+55.2%	COM	92939U106
DUK	DUKE ENERGY CORP NEW	1,886	$172K	0.0%	$56.05	+28.1%	COM NEW	26441C204
ESNT	ESSENT GROUP LTD	3,238	$168K	0.0%	$42.12	+11.2%	COM	G3198U102
—	PROS HOLDINGS INC	2,781	$167K	0.0%	$59.72	—	COM	74346Y103
—	LIVEPERSON INC	4,484	$166K	0.0%	$36.09	—	COM	538146101
KLAC	KLA CORPORATION	924	$165K	0.0%	$98.66	+57.8%	COM NEW	482480100
RGNX	REGENXBIO INC	3,971	$163K	0.0%	$46.36	-14.8%	COM	75901B107
CAT	CATERPILLAR INC DEL	1,076	$159K	0.0%	$133.07	-7.6%	COM	149123101
HRI	HERC HLDGS INC	3,226	$158K	0.0%	$40.76	+5.4%	COM	42704L104
IEUS	ISHARES TR	2,753	$153K	0.0%	$57.79	—	DEVSMCP EXNA ETF	464288497
WHD	CACTUS INC	4,352	$149K	0.0%	$34.76	-12.7%	CL A	127203107
ORCL	ORACLE CORP	2,783	$147K	0.0%	$44.25	+14.0%	COM	68389X105
—	INVITAE CORP	9,068	$146K	0.0%	$19.30	—	COM	46185L103
HPQ	HP INC	6,925	$144K	0.0%	$17.36	-11.8%	COM	40434L105
ABT	ABBOTT LABS	1,663	$144K	0.0%	$52.58	+43.2%	COM	002824100
PRU	PRUDENTIAL FINL INC	1,538	$144K	0.0%	$77.10	-12.6%	COM	744320102
VRNS	VARONIS SYS INC	1,772	$138K	0.0%	$23.75	0.0%	COM	922280102
EFA	ISHARES TR	1,939	$135K	0.0%	$69.62	—	MSCI EAFE ETF	464287465
PEP	PEPSICO INC	971	$134K	0.0%	$91.10	+23.8%	COM	713448108
MCHP	MICROCHIP TECHNOLOGY INC	1,259	$132K	0.0%	$39.79	+8.0%	COM	595017104
AFL	AFLAC INC	2,462	$130K	0.0%	$36.79	+24.6%	COM	001055102
AVGO	BROADCOM INC	404	$128K	0.0%	$19.73	+31.2%	COM	11135F101
IRBTQ	IROBOT CORP	2,513	$127K	0.0%	$82.00	-38.8%	COM	462726100
INSM	INSMED INC	5,270	$126K	0.0%	$27.86	-27.0%	COM PAR $.01	457669307
PNW	PINNACLE WEST CAP CORP	1,308	$118K	0.0%	$56.89	+22.0%	COM	723484101
SBUX	STARBUCKS CORP	1,344	$118K	0.0%	$48.28	+54.3%	COM	855244109
MDGL	MADRIGAL PHARMACEUTICALS INC	1,291	$118K	0.0%	$146.81	-33.9%	COM	558868105
TFC	TRUIST FINL CORP	2,037	$115K	0.0%	$40.89	0.0%	COM	89832Q109
UPS	UNITED PARCEL SERVICE INC	958	$112K	0.0%	$85.46	+8.6%	CL B	911312106
—	UNITED TECHNOLOGIES CORP	738	$111K	0.0%	$125.56	—	COM	913017109
SO	SOUTHERN CO	1,727	$110K	0.0%	$37.84	+29.2%	COM	842587107
LMT	LOCKHEED MARTIN CORP	277	$108K	0.0%	$275.43	+17.9%	COM	539830109
OPLN	KAR AUCTION SVCS INC	4,917	$108K	0.0%	$25.61	-11.0%	COM	48238T109
WDC	WESTERN DIGITAL CORP	1,690	$107K	0.0%	$61.52	-33.9%	COM	958102105
NKE	NIKE INC	1,048	$106K	0.0%	$59.62	+45.6%	CL B	654106103
PSN	PARSONS CORPORATION	2,539	$105K	0.0%	$37.33	0.0%	COM	70202L102
ETN	EATON CORP PLC	1,082	$102K	0.0%	$70.28	+13.4%	SHS	G29183103
ADP	AUTOMATIC DATA PROCESSING IN	588	$101K	0.0%	$98.61	+47.1%	COM	053015103
GSHD	GOOSEHEAD INS INC	2,317	$98,000	0.0%	$44.26	0.0%	COM CL A	38267D109
—	GENERAL ELECTRIC CO	8,655	$97,000	0.0%	$13.63	—	COM	369604103
ETR	ENTERGY CORP NEW	790	$95,000	0.0%	$28.84	+63.5%	COM	29364G103
SHAK	SHAKE SHACK INC	1,601	$95,000	0.0%	$88.33	-18.6%	CL A	819047101
USB	US BANCORP DEL	1,575	$94,000	0.0%	$39.92	+11.1%	COM NEW	902973304
AVY	AVERY DENNISON CORP	708	$93,000	0.0%	$100.63	+12.8%	COM	053611109
CNP	CENTERPOINT ENERGY INC	3,344	$91,000	0.0%	$21.46	+7.0%	COM	15189T107
—	MIMECAST LTD	2,057	$89,000	0.0%	$43.27	—	ORD SHS	G14838109
PSA	PUBLIC STORAGE	414	$88,000	0.0%	$140.87	+21.4%	COM	74460D109
IP	INTL PAPER CO	1,820	$84,000	0.0%	$39.21	-18.7%	COM	460146103
MET	METLIFE INC	1,593	$81,000	0.0%	$37.04	+6.2%	COM	59156R108
OXY	OCCIDENTAL PETE CORP	1,904	$80,000	0.0%	$57.44	-37.3%	COM	674599105
DRI	DARDEN RESTAURANTS INC	733	$80,000	0.0%	$76.11	+25.9%	COM	237194105
AVB	AVALONBAY CMNTYS INC	375	$79,000	0.0%	$124.68	+38.4%	COM	053484101
ELV	ANTHEM INC	257	$78,000	0.0%	$211.75	+19.6%	COM	036752103
MDLZ	MONDELEZ INTL INC	1,368	$76,000	0.0%	$37.36	+22.8%	CL A	609207105
NEE	NEXTERA ENERGY INC	311	$75,000	0.0%	$34.38	+45.9%	COM	65339F101
GPC	GENUINE PARTS CO	689	$74,000	0.0%	$76.83	+12.2%	COM	372460105
DD	DUPONT DE NEMOURS INC	1,138	$73,000	0.0%	$27.24	-10.0%	COM	26614N102
WU	WESTERN UN CO	2,743	$73,000	0.0%	$19.12	—	COM	959802109
PFG	PRINCIPAL FINL GROUP INC	1,297	$71,000	0.0%	$48.41	-10.8%	COM	74251V102
PNC	PNC FINL SVCS GROUP INC	447	$71,000	0.0%	$118.19	+1.7%	COM	693475105
MS	MORGAN STANLEY	1,357	$69,000	0.0%	$43.68	-10.5%	COM NEW	617446448
D	DOMINION ENERGY INC	795	$66,000	0.0%	$50.56	+23.4%	COM	25746U109
DOC	HEALTHPEAK PPTYS INC	1,929	$66,000	0.0%	$25.47	0.0%	COM	42250P103
CMI	CUMMINS INC	354	$63,000	0.0%	$139.76	+8.1%	COM	231021106
DOW	DOW INC	1,138	$62,000	0.0%	$36.37	+0.9%	COM	260557103
LYB	LYONDELLBASELL INDUSTRIES N	653	$62,000	0.0%	$68.99	-11.4%	SHS - A -	N53745100
HPE	HEWLETT PACKARD ENTERPRISE C	3,879	$62,000	0.0%	$13.27	-1.2%	COM	42824C109
—	PEOPLES UTD FINL INC	3,596	$61,000	0.0%	$18.68	—	COM	712704105
—	BLACKROCK INC	119	$60,000	0.0%	$544.83	—	COM	09247X101
KMI	KINDER MORGAN INC DEL	2,852	$60,000	0.0%	$11.09	+26.7%	COM	49456B101
CCI	CROWN CASTLE INTL CORP NEW	414	$59,000	0.0%	$77.70	+34.1%	COM	22822V101
WMB	WILLIAMS COS INC DEL	2,458	$58,000	0.0%	$19.06	-14.7%	COM	969457100
GLW	CORNING INC	1,893	$55,000	0.0%	$25.31	-3.5%	COM	219350105
COP	CONOCOPHILLIPS	842	$55,000	0.0%	$43.76	+7.8%	COM	20825C104
PEG	PUBLIC SVC ENTERPRISE GRP IN	910	$54,000	0.0%	$37.56	+30.8%	COM	744573106
VLO	VALERO ENERGY CORP NEW	571	$53,000	0.0%	$68.16	+8.0%	COM	91913Y100
CSX	CSX CORP	733	$53,000	0.0%	$16.81	+29.6%	COM	126408103
HRB	BLOCK H & R INC	2,232	$53,000	0.0%	$19.35	-2.2%	COM	093671105
SLB	SCHLUMBERGER LTD	1,257	$51,000	0.0%	$51.50	-40.4%	COM	806857108
AMT	AMERICAN TOWER CORP NEW	222	$51,000	0.0%	$114.77	+60.2%	COM	03027X100
—	ALLERGAN PLC	261	$50,000	0.0%	$169.81	—	SHS	G0177J108
BIIB	BIOGEN INC	164	$49,000	0.0%	$310.41	-10.6%	COM	09062X103
GM	GENERAL MTRS CO	1,352	$49,000	0.0%	$35.73	-3.8%	COM	37045V100
CAH	CARDINAL HEALTH INC	939	$48,000	0.0%	$54.18	-19.5%	COM	14149Y108
DAL	DELTA AIR LINES INC DEL	820	$48,000	0.0%	$52.52	+3.0%	COM NEW	247361702
CCL	CARNIVAL CORP	944	$48,000	0.0%	$60.17	-27.1%	UNIT 99/99/9999	143658300
IVZ	INVESCO LTD	2,649	$48,000	0.0%	$23.62	-45.2%	SHS	G491BT108
—	WESTROCK CO	1,102	$47,000	0.0%	$50.29	—	COM	96145D105
TROW	PRICE T ROWE GROUP INC	381	$46,000	0.0%	$82.41	+11.1%	COM	74144T108
COF	CAPITAL ONE FINL CORP	444	$46,000	0.0%	$86.88	-0.1%	COM	14040H105
PGR	PROGRESSIVE CORP OHIO	615	$45,000	0.0%	$55.48	+6.9%	COM	743315103
—	SEAGATE TECHNOLOGY PLC	726	$44,000	0.0%	$59.10	—	SHS	G7945M107
AEE	AMEREN CORP	572	$44,000	0.0%	$44.14	+44.2%	COM	023608102
SPG	SIMON PPTY GROUP INC NEW	291	$43,000	0.0%	$103.84	+2.6%	COM	828806109
HP	HELMERICH & PAYNE INC	924	$42,000	0.0%	$67.45	-40.5%	COM	423452101
XRX	XEROX HOLDINGS CORP	1,125	$42,000	0.0%	$31.33	+11.6%	COM NEW	98421M106
PCAR	PACCAR INC	489	$40,000	0.0%	$34.80	+16.7%	COM	693718108
MRSH	MARSH & MCLENNAN COS INC	358	$40,000	0.0%	$73.68	+29.0%	COM	571748102
GIS	GENERAL MLS INC	748	$40,000	0.0%	$41.03	+4.3%	COM	370334104
BK	BANK NEW YORK MELLON CORP	774	$39,000	0.0%	$43.95	-9.1%	COM	064058100
TRV	TRAVELERS COMPANIES INC	279	$38,000	0.0%	$117.60	+1.4%	COM	89417E109
WY	WEYERHAEUSER CO	1,270	$38,000	0.0%	$25.91	-10.8%	COM	962166104
MCO	MOODYS CORP	157	$37,000	0.0%	$151.00	+39.8%	COM	615369105
F	FORD MTR CO DEL	3,974	$37,000	0.0%	$7.48	-10.7%	COM	345370860
CTVA	CORTEVA INC	1,138	$34,000	0.0%	$25.02	-2.1%	COM	22052L104
OMC	OMNICOM GROUP INC	418	$34,000	0.0%	$62.85	-0.5%	COM	681919106
AIG	AMERICAN INTL GROUP INC	665	$34,000	0.0%	$44.24	+2.0%	COM NEW	026874784
YUM	YUM BRANDS INC	314	$32,000	0.0%	$71.00	+30.1%	COM	988498101
OKE	ONEOK INC NEW	403	$30,000	0.0%	$41.38	+15.2%	COM	682680103
HST	HOST HOTELS & RESORTS INC	1,582	$30,000	0.0%	$14.47	-4.2%	COM	44107P104
BXP	BOSTON PROPERTIES INC	214	$30,000	0.0%	$85.13	+16.6%	COM	101121101
MPC	MARATHON PETE CORP	496	$30,000	0.0%	$53.75	-3.9%	COM	56585A102
NWL	NEWELL BRANDS INC	1,518	$29,000	0.0%	$19.61	-25.9%	COM	651229106
WELL	WELLTOWER INC	348	$28,000	0.0%	$42.96	+65.5%	COM	95040Q104
EXC	EXELON CORP	622	$28,000	0.0%	$22.84	+13.9%	COM	30161N101
—	APARTMENT INVT & MGMT CO	509	$26,000	0.0%	$50.08	—	CL A	03748R754
PH	PARKER HANNIFIN CORP	127	$26,000	0.0%	$168.05	+5.7%	COM	701094104
KEY	KEYCORP NEW	1,291	$26,000	0.0%	$11.97	+16.8%	COM	493267108
BAX	BAXTER INTL INC	294	$25,000	0.0%	$58.91	+24.6%	COM	071813109
EQR	EQUITY RESIDENTIAL	311	$25,000	0.0%	$44.25	+51.5%	SH BEN INT	29476L107
AMP	AMERIPRISE FINL INC	152	$25,000	0.0%	$139.94	-0.4%	COM	03076C106
HAS	HASBRO INC	219	$23,000	0.0%	$70.02	+17.4%	COM	418056107
SRE	SEMPRA ENERGY	152	$23,000	0.0%	$44.06	+36.1%	COM	816851109
—	INTERPUBLIC GROUP COS INC	988	$23,000	0.0%	$16.72	+3.0%	COM	460690100
—	L BRANDS INC	1,252	$23,000	0.0%	$37.98	—	COM	501797104
CPB	CAMPBELL SOUP CO	464	$23,000	0.0%	$30.98	+25.2%	COM	134429109
—	CENTURYLINK INC	1,657	$22,000	0.0%	$16.32	—	COM	156700106
HOG	HARLEY DAVIDSON INC	605	$22,000	0.0%	$47.85	-22.2%	COM	412822108
O	REALTY INCOME CORP	296	$22,000	0.0%	$34.12	+61.1%	COM	756109104
KHC	KRAFT HEINZ CO	681	$22,000	0.0%	$41.43	-45.4%	COM	500754106
HAL	HALLIBURTON CO	839	$21,000	0.0%	$42.09	-55.4%	COM	406216101
PPL	PPL CORP	586	$21,000	0.0%	$20.39	+27.1%	COM	69351T106
VTR	VENTAS INC	310	$18,000	0.0%	$37.43	+31.3%	COM	92276F100
IRM	IRON MTN INC NEW	552	$18,000	0.0%	$21.76	+10.1%	COM	46284V101
VNO	VORNADO RLTY TR	268	$18,000	0.0%	$67.28	—	SH BEN INT	929042109
JCI	JOHNSON CTLS INTL PLC	410	$17,000	0.0%	$31.78	+16.7%	SHS	G51502105
WYNN	WYNN RESORTS LTD	117	$16,000	0.0%	$158.47	-26.3%	COM	983134107
HBAN	HUNTINGTON BANCSHARES INC	967	$15,000	0.0%	$11.01	-0.4%	COM	446150104
FDX	FEDEX CORP	96	$15,000	0.0%	$214.45	-35.9%	COM	31428X106
—	WALGREENS BOOTS ALLIANCE INC	246	$15,000	0.0%	$66.67	—	COM	931427108
—	MARATHON OIL CORP	616	$8,000	0.0%	$16.18	—	COM	565849106
ALL	ALLSTATE CORP	68	$8,000	0.0%	$80.71	+16.7%	COM	020002101
STT	STATE STR CORP	83	$7,000	0.0%	$81.93	-29.6%	COM	857477103
—	APACHE CORP	228	$6,000	0.0%	$39.57	—	COM	037411105
—	BRISTOL MYERS SQUIBB CO	676	$2,000	0.0%	$2.96	—	RIGHT 99/99/9999	110122157