Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	270,377	$55.02M	9.9%	$84.31	+105.3%	COM	594918104
AAPL	APPLE INC	136,196	$49.68M	8.9%	$42.82	+75.4%	COM	037833100
AMZN	AMAZON COM INC	14,164	$39.08M	7.0%	$71.51	+68.9%	COM	023135106
V	VISA INC	103,468	$19.99M	3.6%	$114.76	+53.0%	COM CL A	92826C839
META	FACEBOOK INC	73,567	$16.7M	3.0%	$185.52	+11.8%	CL A	30303M102
GOOGL	ALPHABET INC	10,824	$15.35M	2.8%	$55.03	+21.6%	CAP STK CL A	02079K305
MA	MASTERCARD INCORPORATED	49,293	$14.58M	2.6%	$179.44	+52.3%	CL A	57636Q104
GOOG	ALPHABET INC	10,135	$14.33M	2.6%	$54.79	+22.2%	CAP STK CL C	02079K107
HD	HOME DEPOT INC	42,021	$10.53M	1.9%	$154.71	+29.1%	COM	437076102
COST	COSTCO WHSL CORP NEW	30,788	$9.335M	1.7%	$175.20	+59.3%	COM	22160K105
TMO	THERMO FISHER SCIENTIFIC INC	23,073	$8.366M	1.5%	$205.57	+60.7%	COM	883556102
UNH	UNITEDHEALTH GROUP INC	26,370	$7.778M	1.4%	$201.13	+29.8%	COM	91324P102
ADSK	AUTODESK INC	32,355	$7.739M	1.4%	$119.09	+65.1%	COM	052769106
NVDA	NVIDIA CORPORATION	20,278	$7.704M	1.4%	$5.37	+50.0%	COM	67066G104
TJX	TJX COS INC NEW	147,932	$7.48M	1.3%	$45.89	+1.6%	COM	872540109
NFLX	NETFLIX INC	15,266	$6.947M	1.2%	$27.22	+56.4%	COM	64110L106
DXCM	DEXCOM INC	16,132	$6.54M	1.2%	$47.24	+89.4%	COM	252131107
ROP	ROPER TECHNOLOGIES INC	16,627	$6.455M	1.2%	$263.40	+31.6%	COM	776696106
BA	BOEING CO	32,631	$5.981M	1.1%	$231.05	-33.5%	COM	097023105
CRM	SALESFORCE COM INC	28,350	$5.31M	1.0%	$113.46	+46.7%	COM	79466L302
ORLY	OREILLY AUTOMOTIVE INC	12,282	$5.179M	0.9%	$18.32	+42.7%	COM	67103H107
DIS	DISNEY WALT CO	45,255	$5.046M	0.9%	$100.96	+6.8%	COM DISNEY	254687106
SPGI	S&P GLOBAL INC	15,179	$5.001M	0.9%	$172.41	+66.5%	COM	78409V104
EW	EDWARDS LIFESCIENCES CORP	69,817	$4.825M	0.9%	$61.26	+16.0%	COM	28176E108
WMT	WALMART INC	37,606	$4.505M	0.8%	$28.26	+34.7%	COM	931142103
CMCSA	COMCAST CORP NEW	113,227	$4.44M	0.8%	$31.79	+3.1%	CL A	20030N101
EL	LAUDER ESTEE COS INC	23,219	$4.381M	0.8%	$125.48	+32.0%	CL A	518439104
HON	HONEYWELL INTL INC	28,958	$4.187M	0.8%	$117.49	+0.3%	COM	438516106
WDAY	WORKDAY INC	22,250	$4.169M	0.7%	$132.87	+21.7%	CL A	98138H101
VRTX	VERTEX PHARMACEUTICALS INC	14,161	$4.111M	0.7%	$163.34	+66.0%	COM	92532F100
AMAT	APPLIED MATLS INC	67,346	$4.071M	0.7%	$50.88	+0.7%	COM	038222105
EQIX	EQUINIX INC	5,375	$3.775M	0.7%	$377.66	+61.2%	COM	29444U700
QCOM	QUALCOMM INC	41,035	$3.743M	0.7%	$64.36	+10.3%	COM	747525103
JPM	JPMORGAN CHASE & CO	39,052	$3.674M	0.7%	$91.40	-10.6%	COM	46625H100
KNX	KNIGHT SWIFT TRANSN HLDGS IN	86,728	$3.618M	0.7%	$39.12	-8.1%	CL A	499049104
MCD	MCDONALDS CORP	19,394	$3.577M	0.6%	$136.64	+17.8%	COM	580135101
BMY	BRISTOL-MYERS SQUIBB CO	60,713	$3.57M	0.6%	$48.10	-0.4%	COM	110122108
BAC	BK OF AMERICA CORP	144,678	$3.436M	0.6%	$26.04	-21.0%	COM	060505104
RSG	REPUBLIC SVCS INC	39,906	$3.291M	0.6%	$59.26	+25.7%	COM	760759100
MDT	MEDTRONIC PLC	34,788	$3.21M	0.6%	$67.34	+21.5%	SHS	G5960L103
MTD	METTLER TOLEDO INTERNATIONAL	3,829	$3.084M	0.6%	$628.64	+18.3%	COM	592688105
ISRG	INTUITIVE SURGICAL INC	5,334	$3.04M	0.5%	$139.55	+28.5%	COM NEW	46120E602
PFE	PFIZER INC	90,793	$2.969M	0.5%	$24.25	+7.2%	COM	717081103
—	SPLUNK INC	14,575	$2.896M	0.5%	$98.38	—	COM	848637104
CME	CME GROUP INC	17,539	$2.851M	0.5%	$121.09	+19.2%	COM	12572Q105
TXN	TEXAS INSTRS INC	22,202	$2.819M	0.5%	$86.85	+14.6%	COM	882508104
MRK	MERCK & CO. INC	36,038	$2.809M	0.5%	$57.79	+8.8%	COM	58933Y105
FIS	FIDELITY NATL INFORMATION SV	20,795	$2.789M	0.5%	$84.99	+37.4%	COM	31620M106
DPZ	DOMINOS PIZZA INC	7,369	$2.722M	0.5%	$199.44	+72.4%	COM	25754A201
CVS	CVS HEALTH CORP	41,440	$2.692M	0.5%	$55.89	-5.9%	COM	126650100
—	IHS MARKIT LTD	35,407	$2.673M	0.5%	$48.23	—	SHS	G47567105
FIVN	FIVE9 INC	23,893	$2.644M	0.5%	$72.07	+35.1%	COM	338307101
AXP	AMERICAN EXPRESS CO	27,485	$2.617M	0.5%	$87.01	-1.6%	COM	025816109
VMC	VULCAN MATLS CO	22,559	$2.613M	0.5%	$116.33	-10.2%	COM	929160109
DE	DEERE & CO	16,468	$2.606M	0.5%	$143.98	-6.8%	COM	244199105
CL	COLGATE PALMOLIVE CO	34,993	$2.564M	0.5%	$59.73	+4.4%	COM	194162103
—	AVALARA INC	18,975	$2.526M	0.5%	$74.64	—	COM	05338G106
ITW	ILLINOIS TOOL WKS INC	14,268	$2.51M	0.5%	$136.67	+4.6%	COM	452308109
ADI	ANALOG DEVICES INC	19,972	$2.449M	0.4%	$78.62	+26.4%	COM	032654105
EXAS	EXACT SCIENCES CORP	27,696	$2.407M	0.4%	$90.20	-11.4%	COM	30063P105
GILD	GILEAD SCIENCES INC	31,162	$2.398M	0.4%	$58.84	+4.5%	COM	375558103
OLED	UNIVERSAL DISPLAY CORP	16,005	$2.395M	0.4%	$127.03	+10.2%	COM	91347P105
PLD	PROLOGIS INC.	25,487	$2.379M	0.4%	$69.26	+10.1%	COM	74340W103
—	COOPER COS INC	8,381	$2.377M	0.4%	$228.89	—	COM NEW	216648402
SPY	SPDR S&P 500 ETF TR	7,661	$2.373M	0.4%	$264.29	—	TR UNIT	78462F103
CMG	CHIPOTLE MEXICAN GRILL INC	2,249	$2.367M	0.4%	$16.05	+15.4%	COM	169656105
NSC	NORFOLK SOUTHERN CORP	13,298	$2.335M	0.4%	$122.70	+23.1%	COM	655844108
WM	WASTE MGMT INC DEL	21,690	$2.297M	0.4%	$74.90	+23.0%	COM	94106L109
PAYC	PAYCOM SOFTWARE INC	7,374	$2.284M	0.4%	$211.38	+23.4%	COM	70432V102
NOC	NORTHROP GRUMMAN CORP	7,259	$2.232M	0.4%	$294.28	+1.4%	COM	666807102
CI	CIGNA CORP NEW	11,769	$2.209M	0.4%	$190.77	-9.0%	COM	125523100
—	ALEXION PHARMACEUTICALS INC	19,332	$2.17M	0.4%	$111.45	—	COM	015351109
TGT	TARGET CORP	17,976	$2.156M	0.4%	$96.39	+1.9%	COM	87612E106
ICE	INTERCONTINENTAL EXCHANGE IN	23,070	$2.113M	0.4%	$66.15	+28.7%	COM	45866F104
TDOC	TELADOC HEALTH INC	10,647	$2.031M	0.4%	$76.10	+130.3%	COM	87918A105
PYPL	PAYPAL HLDGS INC	10,892	$1.898M	0.3%	$87.84	+57.0%	COM	70450Y103
FICO	FAIR ISAAC CORP	4,508	$1.884M	0.3%	$263.94	+38.3%	COM	303250104
PODD	INSULET CORP	9,344	$1.816M	0.3%	$117.17	+63.2%	COM	45784P101
—	APOLLO GLOBAL MGMT INC	36,363	$1.815M	0.3%	$33.50	—	COM CL A	03768E105
APD	AIR PRODS & CHEMS INC	7,367	$1.789M	0.3%	$135.74	+46.4%	COM	009158106
TW	TRADEWEB MKTS INC	30,338	$1.763M	0.3%	$44.47	+29.5%	CL A	892672106
RTX	RAYTHEON TECHNOLOGIES CORP	28,197	$1.737M	0.3%	$54.61	0.0%	COM	75513E101
EMR	EMERSON ELEC CO	27,252	$1.69M	0.3%	$58.98	-14.8%	COM	291011104
QSR	RESTAURANT BRANDS INTL INC	28,110	$1.536M	0.3%	$50.43	0.0%	COM	76131D103
RCL	ROYAL CARIBBEAN CRUISES LTD	29,410	$1.479M	0.3%	$87.27	-49.0%	COM	V7780T103
PPG	PPG INDS INC	13,827	$1.466M	0.3%	$99.40	-13.1%	COM	693506107
TWLO	TWILIO INC	6,667	$1.463M	0.3%	$160.56	0.0%	CL A	90138F102
GS	GOLDMAN SACHS GROUP INC	7,169	$1.417M	0.3%	$218.41	-24.8%	COM	38141G104
LVS	LAS VEGAS SANDS CORP	30,631	$1.395M	0.3%	$44.86	0.0%	COM	517834107
BDX	BECTON DICKINSON & CO	5,746	$1.375M	0.2%	$194.61	+13.2%	COM	075887109
BRK/B	BERKSHIRE HATHAWAY INC DEL	7,053	$1.259M	0.2%	$205.04	-10.9%	CL B NEW	084670702
T	AT&T INC	40,672	$1.23M	0.2%	$14.59	+6.2%	COM	00206R102
ALGN	ALIGN TECHNOLOGY INC	4,278	$1.174M	0.2%	$256.81	-12.3%	COM	016255101
QTWO	Q2 HLDGS INC	13,572	$1.164M	0.2%	$43.17	+78.1%	COM	74736L109
PSX	PHILLIPS 66	14,130	$1.016M	0.2%	$71.61	-21.5%	COM	718546104
CB	CHUBB LIMITED	6,990	$891K	0.2%	$126.08	-15.8%	COM	H1467J104
TYL	TYLER TECHNOLOGIES INC	2,534	$879K	0.2%	$335.55	0.0%	COM	902252105
TDY	TELEDYNE TECHNOLOGIES INC	2,687	$836K	0.2%	$188.96	+74.0%	COM	879360105
TNDM	TANDEM DIABETES CARE INC	7,307	$723K	0.1%	$35.31	+126.0%	COM NEW	875372203
CHE	CHEMED CORP NEW	1,589	$717K	0.1%	$258.08	+69.8%	COM	16359R103
SRPT	SAREPTA THERAPEUTICS INC	4,393	$704K	0.1%	$66.68	+104.1%	COM	803607100
—	PIONEER NAT RES CO	6,665	$655K	0.1%	$172.21	—	COM	723787107
—	COUPA SOFTWARE INC	2,353	$652K	0.1%	$62.37	—	COM	22266L106
MRCY	MERCURY SYS INC	7,788	$613K	0.1%	$47.69	+71.7%	COM	589378108
—	LHC GROUP INC	3,409	$594K	0.1%	$99.86	—	COM	50187A107
CWST	CASELLA WASTE SYS INC	11,066	$577K	0.1%	$35.21	+35.5%	CL A	147448104
INTC	INTEL CORP	9,404	$563K	0.1%	$40.06	+32.8%	COM	458140100
—	REATA PHARMACEUTICALS INC	3,483	$543K	0.1%	$62.81	—	CL A	75615P103
BCPC	BALCHEM CORP	5,551	$527K	0.1%	$75.40	+20.2%	COM	057665200
WING	WINGSTOP INC	3,735	$519K	0.1%	$75.15	+55.1%	COM	974155103
EHC	ENCOMPASS HEALTH CORP	8,195	$510K	0.1%	$38.63	+30.8%	COM	29261A100
KKR	KKR & CO INC	16,221	$501K	0.1%	$27.09	-6.0%	COM	48251W104
SAIA	SAIA INC	4,501	$500K	0.1%	$70.91	+35.2%	COM	78709Y105
PEN	PENUMBRA INC	2,758	$493K	0.1%	$103.27	+68.1%	COM	70975L107
TXRH	TEXAS ROADHOUSE INC	9,290	$488K	0.1%	$52.07	-14.0%	COM	882681109
NTRA	NATERA INC	9,493	$473K	0.1%	$29.57	+35.8%	COM	632307104
ABBV	ABBVIE INC	4,777	$469K	0.1%	$78.15	-9.8%	COM	00287Y109
CDLX	CARDLYTICS INC	6,196	$434K	0.1%	$52.17	+10.7%	COM	14161W105
—	EVERBRIDGE INC	3,140	$434K	0.1%	$47.33	—	COM	29978A104
ROST	ROSS STORES INC	4,985	$425K	0.1%	$85.67	0.0%	COM	778296103
CSCO	CISCO SYS INC	8,736	$407K	0.1%	$33.46	+10.6%	COM	17275R102
HQY	HEALTHEQUITY INC	6,644	$390K	0.1%	$57.62	-4.0%	COM	42226A107
—	CABOT MICROELECTRONICS CORP	2,756	$386K	0.1%	$144.78	—	COM	12709P103
SSD	SIMPSON MANUFACTURING CO INC	4,538	$383K	0.1%	$56.88	+23.6%	COM	829073105
INSP	INSPIRE MED SYS INC	4,324	$376K	0.1%	$46.94	+63.8%	COM	457730109
OLLI	OLLIES BARGAIN OUTLET HLDGS	3,814	$372K	0.1%	$71.74	+7.2%	COM	681116109
WDFC	WD-40 CO	1,859	$369K	0.1%	$111.74	+48.6%	COM	929236107
CHDN	CHURCHILL DOWNS INC	2,700	$360K	0.1%	$43.58	+28.1%	COM	171484108
HEFA	ISHARES TR	12,961	$358K	0.1%	$28.70	—	HDG MSCI EAFE	46434V803
RARE	ULTRAGENYX PHARMACEUTICAL IN	4,570	$357K	0.1%	$50.36	+31.4%	COM	90400D108
JNJ	JOHNSON & JOHNSON	2,471	$347K	0.1%	$108.36	+14.6%	COM	478160104
NVCR	NOVOCURE LTD	5,536	$328K	0.1%	$39.06	+68.4%	ORD SHS	G6674U108
AZTA	BROOKS AUTOMATION INC NEW	7,400	$327K	0.1%	$36.45	+4.0%	COM	114340102
CABO	CABLE ONE INC	183	$325K	0.1%	$636.87	+160.2%	COM	12685J105
PRLB	PROTO LABS INC	2,883	$324K	0.1%	$122.77	-16.4%	COM	743713109
RLI	RLI CORP	3,834	$315K	0.1%	$28.95	+11.3%	COM	749607107
ASGN	ASGN INC	4,676	$312K	0.1%	$76.38	-30.5%	COM	00191U102
KWR	QUAKER CHEM CORP	1,647	$306K	0.1%	$151.55	+3.6%	COM	747316107
ARES	ARES MANAGEMENT CORPORATION	7,623	$303K	0.1%	$23.22	+27.7%	CL A COM STK	03990B101
PG	PROCTER AND GAMBLE CO	2,513	$300K	0.1%	$67.87	+49.6%	COM	742718109
AMGN	AMGEN INC	1,245	$294K	0.1%	$144.43	+32.7%	COM	031162100
FFIN	FIRST FINL BANKSHARES	9,977	$290K	0.1%	$23.48	+7.5%	COM	32020R109
FIVE	FIVE BELOW INC	2,702	$289K	0.1%	$114.71	-18.3%	COM	33829M101
PHR	PHREESIA INC	10,231	$289K	0.1%	$26.68	-2.4%	COM	71944F106
IBM	INTERNATIONAL BUSINESS MACHS	2,396	$289K	0.1%	$107.30	-14.8%	COM	459200101
GSHD	GOOSEHEAD INS INC	3,777	$284K	0.1%	$46.29	+25.2%	COM CL A	38267D109
SAM	BOSTON BEER INC	530	$284K	0.1%	$370.86	+30.6%	CL A	100557107
KBH	KB HOME	9,236	$283K	0.1%	$25.15	0.0%	COM	48666K109
UNP	UNION PAC CORP	1,657	$280K	0.1%	$113.06	+25.1%	COM	907818108
PLNT	PLANET FITNESS INC	4,492	$272K	0.0%	$49.66	+20.9%	CL A	72703H101
MSA	MSA SAFETY INC	2,366	$271K	0.0%	$125.88	-11.7%	COM	553498106
VSAT	VIASAT INC	6,891	$264K	0.0%	$73.90	-45.0%	COM	92552V100
LLY	LILLY ELI & CO	1,586	$260K	0.0%	$71.71	+100.7%	COM	532457108
—	GW PHARMACEUTICALS PLC	2,095	$257K	0.0%	$159.27	—	ADS	36197T103
VZ	VERIZON COMMUNICATIONS INC	4,592	$253K	0.0%	$33.15	+22.9%	COM	92343V104
GTLS	CHART INDS INC	5,212	$253K	0.0%	$73.33	-50.0%	COM PAR $0.01	16115Q308
BCO	BRINKS CO	5,465	$249K	0.0%	$70.27	-39.4%	COM	109696104
MO	ALTRIA GROUP INC	5,966	$239K	0.0%	$36.57	-31.8%	COM	02209S103
KO	COCA COLA CO	5,209	$235K	0.0%	$35.07	+10.4%	COM	191216100
CVX	CHEVRON CORP NEW	2,615	$233K	0.0%	$85.03	-17.9%	COM	166764100
KTOS	KRATOS DEFENSE & SEC SOLUTIO	14,832	$232K	0.0%	$19.60	-18.4%	COM NEW	50077B207
PM	PHILIP MORRIS INTL INC	3,212	$229K	0.0%	$68.70	-20.2%	COM	718172109
—	MIMECAST LTD	5,348	$223K	0.0%	$38.39	—	ORD SHS	G14838109
—	PROS HOLDINGS INC	4,837	$215K	0.0%	$49.97	—	COM	74346Y103
INSM	INSMED INC	7,813	$215K	0.0%	$26.50	-10.6%	COM PAR $.01	457669307
—	GRACE W R & CO DEL NEW	4,143	$211K	0.0%	$72.07	—	COM	38388F108
AGG	ISHARES TR	1,747	$207K	0.0%	$107.04	—	CORE US AGGBD ET	464287226
ESNT	ESSENT GROUP LTD	5,699	$207K	0.0%	$35.92	-22.7%	COM	G3198U102
BWXT	BWX TECHNOLOGIES INC	3,626	$205K	0.0%	$45.97	+13.4%	COM	05605H100
TSEM	TOWER SEMICONDUCTOR LTD	10,401	$199K	0.0%	$22.05	-13.2%	SHS NEW	M87915274
NMIH	NMI HLDGS INC	12,092	$194K	0.0%	$22.30	-36.2%	CL A	629209305
XOM	EXXON MOBIL CORP	4,345	$194K	0.0%	$55.80	-37.6%	COM	30231G102
CVCO	CAVCO INDS INC DEL	948	$183K	0.0%	$209.76	-21.9%	COM	149568107
LAD	LITHIA MTRS INC	1,193	$181K	0.0%	$114.47	0.0%	CL A	536797103
EPRT	ESSENTIAL PPTYS RLTY TR INC	11,969	$180K	0.0%	$15.04	—	COM	29670E107
KLAC	KLA CORP	924	$180K	0.0%	$98.66	+62.5%	COM NEW	482480100
AVGO	BROADCOM INC	567	$179K	0.0%	$21.11	+16.2%	COM	11135F101
ESE	ESCO TECHNOLOGIES INC	2,104	$178K	0.0%	$79.58	-2.5%	COM	296315104
—	FIRSTCASH INC	2,633	$178K	0.0%	$70.10	—	COM	33767D105
—	AMEDISYS INC	866	$172K	0.0%	$183.60	—	COM	023436108
—	AIMMUNE THERAPEUTICS INC	10,288	$172K	0.0%	$29.12	—	COM	00900T107
MMM	3M CO	1,092	$170K	0.0%	$150.16	-31.8%	COM	88579Y101
RH	RH	660	$164K	0.0%	$181.18	0.0%	COM	74967X103
FOLD	AMICUS THERAPEUTICS INC	10,726	$162K	0.0%	$12.19	0.0%	COM	03152W109
AGYS	AGILYSYS INC	9,012	$162K	0.0%	$18.74	0.0%	COM	00847J105
—	ALLAKOS INC	2,242	$161K	0.0%	$95.45	—	COM	01671P100
PAYX	PAYCHEX INC	2,108	$160K	0.0%	$52.37	+12.6%	COM	704326107
PZZA	PAPA JOHNS INTL INC	2,020	$160K	0.0%	$64.11	0.0%	COM	698813102
VRNS	VARONIS SYS INC	1,772	$157K	0.0%	$23.75	+5.3%	COM	922280102
TENB	TENABLE HLDGS INC	5,154	$154K	0.0%	$27.17	0.0%	COM	88025T102
ORCL	ORACLE CORP	2,783	$154K	0.0%	$44.25	+10.7%	COM	68389X105
ABT	ABBOTT LABS	1,663	$152K	0.0%	$52.58	+55.9%	COM	002824100
DUK	DUKE ENERGY CORP NEW	1,886	$151K	0.0%	$56.05	+20.6%	COM NEW	26441C204
MDGL	MADRIGAL PHARMACEUTICALS INC	1,291	$146K	0.0%	$146.81	-33.0%	COM	558868105
RGNX	REGENXBIO INC	3,971	$146K	0.0%	$46.36	-19.6%	COM	75901B107
LGIH	LGI HOMES INC	1,616	$142K	0.0%	$70.09	0.0%	COM	50187T106
CAT	CATERPILLAR INC DEL	1,076	$136K	0.0%	$133.07	-20.2%	COM	149123101
MCHP	MICROCHIP TECHNOLOGY INC.	1,259	$133K	0.0%	$39.79	+1.4%	COM	595017104
VFC	V F CORP	2,127	$130K	0.0%	$72.31	-19.5%	COM	918204108
IEUS	ISHARES TR	2,753	$129K	0.0%	$57.79	—	DEVSMCP EXNA ETF	464288497
PEP	PEPSICO INC	971	$128K	0.0%	$91.10	+21.6%	COM	713448108
HPQ	HP INC	6,925	$122K	0.0%	$17.36	-24.6%	COM	40434L105
C	CITIGROUP INC	2,386	$122K	0.0%	$54.07	-28.5%	COM NEW	172967424
ADUS	ADDUS HOMECARE CORP	1,297	$120K	0.0%	$86.49	+0.0%	COM	006739106
EFA	ISHARES TR	1,939	$118K	0.0%	$69.62	—	MSCI EAFE ETF	464287465
WFC	WELLS FARGO CO NEW	4,523	$116K	0.0%	$47.46	-49.5%	COM	949746101
SHO	SUNSTONE HOTEL INVS INC NEW	13,924	$113K	0.0%	$8.12	—	COM	867892101
FORM	FORMFACTOR INC	3,814	$112K	0.0%	$24.66	0.0%	COM	346375108
UPS	UNITED PARCEL SERVICE INC	958	$107K	0.0%	$85.46	-6.7%	CL B	911312106
BOOT	BOOT BARN HLDGS INC	4,758	$103K	0.0%	$31.90	-38.7%	COM	099406100
NKE	NIKE INC	1,048	$103K	0.0%	$59.62	+43.3%	CL B	654106103
LMT	LOCKHEED MARTIN CORP	277	$101K	0.0%	$275.43	+17.5%	COM	539830109
SBUX	STARBUCKS CORP	1,344	$99,000	0.0%	$48.28	+37.4%	COM	855244109
HRI	HERC HLDGS INC	3,226	$99,000	0.0%	$40.76	-42.1%	COM	42704L104
—	IAA INC	2,525	$97,000	0.0%	$30.10	—	COM	449253103
PNW	PINNACLE WEST CAP CORP	1,308	$96,000	0.0%	$56.89	+3.9%	COM	723484101
FATE	FATE THERAPEUTICS INC	2,794	$96,000	0.0%	$29.80	0.0%	COM	31189P102
ETN	EATON CORP PLC	1,082	$95,000	0.0%	$70.28	+6.4%	SHS	G29183103
PRU	PRUDENTIAL FINL INC	1,538	$94,000	0.0%	$77.10	-42.6%	COM	744320102
QLYS	QUALYS INC	894	$93,000	0.0%	$104.77	0.0%	COM	74758T303
PSN	PARSONS CORPORATION	2,539	$92,000	0.0%	$37.33	+0.7%	COM	70202L102
SO	SOUTHERN CO	1,727	$90,000	0.0%	$37.84	+18.3%	COM	842587107
MUSA	MURPHY USA INC	802	$90,000	0.0%	$106.48	0.0%	COM	626755102
AFL	AFLAC INC	2,462	$89,000	0.0%	$36.79	-14.2%	COM	001055102
ADP	AUTOMATIC DATA PROCESSING IN	588	$88,000	0.0%	$98.61	+28.8%	COM	053015103
D	DOMINION ENERGY INC	1,071	$87,000	0.0%	$53.68	+16.7%	COM	25746U109
SHAK	SHAKE SHACK INC	1,601	$85,000	0.0%	$88.33	-42.8%	CL A	819047101
AVY	AVERY DENNISON CORP	708	$81,000	0.0%	$100.63	-0.8%	COM	053611109
PSA	PUBLIC STORAGE	414	$79,000	0.0%	$140.87	+7.6%	COM	74460D109
TFC	TRUIST FINL CORP	2,037	$76,000	0.0%	$40.89	-32.2%	COM	89832Q109
GLW	CORNING INC	2,935	$76,000	0.0%	$23.21	-16.4%	COM	219350105
NEE	NEXTERA ENERGY INC	311	$75,000	0.0%	$34.38	+51.2%	COM	65339F101
ETR	ENTERGY CORP NEW	790	$74,000	0.0%	$28.84	+37.0%	COM	29364G103
MDLZ	MONDELEZ INTL INC	1,368	$70,000	0.0%	$37.36	+19.3%	CL A	609207105
—	AKERO THERAPEUTICS INC	2,798	$70,000	0.0%	$25.02	—	COM	00973Y108
CCI	CROWN CASTLE INTL CORP NEW	414	$69,000	0.0%	$77.70	+61.0%	COM	22822V101
—	KARYOPHARM THERAPEUTICS INC	3,565	$68,000	0.0%	$19.07	—	COM	48576U106
ELV	ANTHEM INC	257	$68,000	0.0%	$211.75	+16.7%	COM	036752103
MS	MORGAN STANLEY	1,357	$66,000	0.0%	$43.68	-19.4%	COM NEW	617446448
—	BLACKROCK INC	119	$65,000	0.0%	$544.83	—	COM	09247X101
IP	INTL PAPER CO	1,820	$64,000	0.0%	$39.21	-36.8%	COM	460146103
CNP	CENTERPOINT ENERGY INC	3,344	$62,000	0.0%	$21.46	-30.7%	COM	15189T107
CMI	CUMMINS INC	354	$61,000	0.0%	$139.76	-0.4%	COM	231021106
DD	DUPONT DE NEMOURS INC	1,138	$60,000	0.0%	$27.24	-36.0%	COM	26614N102
GPC	GENUINE PARTS CO	689	$60,000	0.0%	$76.83	-12.4%	COM	372460105
WU	WESTERN UN CO	2,743	$59,000	0.0%	$19.12	—	COM	959802109
—	GENERAL ELECTRIC CO	8,655	$59,000	0.0%	$13.63	—	COM	369604103
AVB	AVALONBAY CMNTYS INC	375	$59,000	0.0%	$124.68	+4.0%	COM	053484101
USB	US BANCORP DEL	1,575	$59,000	0.0%	$39.92	-30.2%	COM NEW	902973304
—	SEAGATE TECHNOLOGY PLC	1,187	$58,000	0.0%	$55.12	—	SHS	G7945M107
AMT	AMERICAN TOWER CORP NEW	222	$58,000	0.0%	$114.77	+83.5%	COM	03027X100
MET	METLIFE INC	1,593	$58,000	0.0%	$37.04	-21.8%	COM	59156R108
DRI	DARDEN RESTAURANTS INC	733	$56,000	0.0%	$76.11	-20.6%	COM	237194105
PFG	PRINCIPAL FINANCIAL GROUP IN	1,297	$54,000	0.0%	$48.41	-39.1%	COM	74251V102
DOC	HEALTHPEAK PROPERTIES INC	1,929	$53,000	0.0%	$25.47	-25.4%	COM	42250P103
CSX	CSX CORP	733	$51,000	0.0%	$16.81	+22.0%	COM	126408103
—	AMCOR PLC	5,018	$51,000	0.0%	$7.40	0.0%	ORD	G0250X107
CAH	CARDINAL HEALTH INC	939	$49,000	0.0%	$54.18	-18.1%	COM	14149Y108
PGR	PROGRESSIVE CORP OHIO	615	$49,000	0.0%	$55.48	+19.6%	COM	743315103
TROW	PRICE T ROWE GROUP INC	381	$47,000	0.0%	$82.41	+9.0%	COM	74144T108
PNC	PNC FINL SVCS GROUP INC	447	$47,000	0.0%	$118.19	-27.3%	COM	693475105
WMB	WILLIAMS COS INC	2,458	$47,000	0.0%	$19.06	-27.6%	COM	969457100
DOW	DOW INC	1,138	$46,000	0.0%	$36.37	-26.2%	COM	260557103
GIS	GENERAL MLS INC	748	$46,000	0.0%	$41.03	+21.6%	COM	370334104
PEG	PUBLIC SVC ENTERPRISE GRP IN	910	$45,000	0.0%	$37.56	+9.5%	COM	744573106
BIIB	BIOGEN INC	164	$44,000	0.0%	$310.41	-3.2%	COM	09062X103
KMI	KINDER MORGAN INC DEL	2,852	$43,000	0.0%	$11.09	-2.2%	COM	49456B101
LYB	LYONDELLBASELL INDUSTRIES N	653	$43,000	0.0%	$68.99	-40.9%	SHS - A -	N53745100
MCO	MOODYS CORP	157	$43,000	0.0%	$151.00	+60.5%	COM	615369105
—	PEOPLES UNITED FINANCIAL INC	3,596	$42,000	0.0%	$18.68	—	COM	712704105
GD	GENERAL DYNAMICS CORP	274	$41,000	0.0%	$172.36	-27.9%	COM	369550108
TAP	MOLSON COORS BEVERAGE CO	1,150	$40,000	0.0%	$34.73	0.0%	CL B	60871R209
MRSH	MARSH & MCLENNAN COS INC	358	$38,000	0.0%	$73.68	+26.2%	COM	571748102
PPL	PPL CORP	1,436	$38,000	0.0%	$20.53	+0.5%	COM	69351T106
HPE	HEWLETT PACKARD ENTERPRISE C	3,879	$38,000	0.0%	$13.27	-38.1%	COM	42824C109
AEP	AMERICAN ELEC PWR CO INC	439	$35,000	0.0%	$66.63	0.0%	COM	025537101
COP	CONOCOPHILLIPS	842	$35,000	0.0%	$43.76	-24.8%	COM	20825C104
OXY	OCCIDENTAL PETE CORP	1,904	$35,000	0.0%	$57.44	-74.2%	COM	674599105
VLO	VALERO ENERGY CORP	571	$34,000	0.0%	$68.16	-29.9%	COM	91913Y100
KHC	KRAFT HEINZ CO	1,053	$34,000	0.0%	$34.94	-34.0%	COM	500754106
GM	GENERAL MTRS CO	1,352	$34,000	0.0%	$35.73	-34.3%	COM	37045V100
HRB	BLOCK H & R INC	2,232	$32,000	0.0%	$19.35	-34.1%	COM	093671105
TRV	TRAVELERS COMPANIES INC	279	$32,000	0.0%	$117.60	-20.4%	COM	89417E109
—	WESTROCK CO	1,102	$31,000	0.0%	$50.29	—	COM	96145D105
CTVA	CORTEVA INC	1,138	$30,000	0.0%	$25.02	-2.7%	COM	22052L104
BK	BANK NEW YORK MELLON CORP	774	$30,000	0.0%	$43.95	-29.3%	COM	064058100
IVZ	INVESCO LTD	2,649	$29,000	0.0%	$23.62	-70.1%	SHS	G491BT108
—	WALGREENS BOOTS ALLIANCE INC	656	$28,000	0.0%	$51.68	—	COM	931427108
COF	CAPITAL ONE FINL CORP	444	$28,000	0.0%	$86.88	-34.8%	COM	14040H105
EOG	EOG RES INC	528	$27,000	0.0%	$80.82	-53.8%	COM	26875P101
YUM	YUM BRANDS INC	314	$27,000	0.0%	$71.00	+8.2%	COM	988498101
JCI	JOHNSON CTLS INTL PLC	786	$27,000	0.0%	$29.71	-7.6%	SHS	G51502105
BAX	BAXTER INTL INC	294	$25,000	0.0%	$58.91	+31.8%	COM	071813109
ADM	ARCHER DANIELS MIDLAND CO	616	$25,000	0.0%	$31.91	0.0%	COM	039483102
WEC	WEC ENERGY GROUP INC	290	$25,000	0.0%	$48.22	+55.7%	COM	92939U106
NWL	NEWELL BRANDS INC	1,518	$24,000	0.0%	$19.61	-45.7%	COM	651229106
F	FORD MTR CO DEL	3,974	$24,000	0.0%	$7.48	-43.9%	COM	345370860
DAL	DELTA AIR LINES INC DEL	820	$23,000	0.0%	$52.52	-52.9%	COM NEW	247361702
EXC	EXELON CORP	622	$23,000	0.0%	$22.84	-4.9%	COM	30161N101
CPB	CAMPBELL SOUP CO	464	$23,000	0.0%	$30.98	+33.1%	COM	134429109
OMC	OMNICOM GROUP INC	418	$23,000	0.0%	$62.85	-29.6%	COM	681919106
PH	PARKER HANNIFIN CORP	127	$23,000	0.0%	$168.05	-11.1%	COM	701094104
AMP	AMERIPRISE FINL INC	152	$23,000	0.0%	$139.94	-16.5%	COM	03076C106
SLB	SCHLUMBERGER LTD	1,257	$23,000	0.0%	$51.50	-70.0%	COM	806857108
AIG	AMERICAN INTL GROUP INC	665	$21,000	0.0%	$44.24	-44.9%	COM NEW	026874784
SPG	SIMON PPTY GROUP INC NEW	291	$20,000	0.0%	$103.84	-56.1%	COM	828806109
BXP	BOSTON PPTYS LTD PARTNERSHIP	214	$20,000	0.0%	$85.13	-20.0%	COM	101121101
PCAR	PACCAR INC	265	$20,000	0.0%	$34.80	+9.6%	COM	693718108
MPC	MARATHON PETE CORP	496	$19,000	0.0%	$53.75	-49.5%	COM	56585A102
—	APARTMENT INVT & MGMT CO	509	$19,000	0.0%	$50.08	—	CL A	03748R754
HP	HELMERICH & PAYNE INC	924	$18,000	0.0%	$67.45	-71.1%	COM	423452101
SRE	SEMPRA ENERGY	152	$18,000	0.0%	$44.06	+15.9%	COM	816851109
O	REALTY INCOME CORP	296	$18,000	0.0%	$34.12	+17.6%	COM	756109104
WELL	WELLTOWER INC	348	$18,000	0.0%	$42.96	-2.8%	COM	95040Q104
EQR	EQUITY RESIDENTIAL	311	$18,000	0.0%	$44.25	+12.3%	SH BEN INT	29476L107
XRX	XEROX HOLDINGS CORP	1,125	$17,000	0.0%	$31.33	-44.9%	COM NEW	98421M106
—	CENTURYLINK INC	1,657	$17,000	0.0%	$16.32	—	COM	156700106
HST	HOST HOTELS & RESORTS INC	1,582	$17,000	0.0%	$14.47	-34.4%	COM	44107P104
—	INTERPUBLIC GROUP COS INC	988	$17,000	0.0%	$16.72	-20.9%	COM	460690100
KEY	KEYCORP	1,291	$16,000	0.0%	$11.97	-26.3%	COM	493267108
HAS	HASBRO INC	219	$16,000	0.0%	$70.02	-17.1%	COM	418056107
CCL	CARNIVAL CORP	944	$16,000	0.0%	$60.17	-75.1%	UNIT 99/99/9999	143658300
IRM	IRON MTN INC NEW	552	$15,000	0.0%	$21.76	-11.4%	COM	46284V101
AEE	AMEREN CORP	214	$15,000	0.0%	$44.14	+39.3%	COM	023608102
FDX	FEDEX CORP	96	$14,000	0.0%	$214.45	-47.2%	COM	31428X106
OKE	ONEOK INC NEW	403	$13,000	0.0%	$41.38	-45.2%	COM	682680103
VTR	VENTAS INC	310	$11,000	0.0%	$37.43	-28.0%	COM	92276F100
HAL	HALLIBURTON CO	839	$11,000	0.0%	$42.09	-76.8%	COM	406216101
VNO	VORNADO RLTY TR	268	$10,000	0.0%	$67.28	—	SH BEN INT	929042109
WYNN	WYNN RESORTS LTD	117	$9,000	0.0%	$158.47	-50.8%	COM	983134107
HBAN	HUNTINGTON BANCSHARES INC	967	$9,000	0.0%	$11.01	-38.1%	COM	446150104
ALL	ALLSTATE CORP	68	$7,000	0.0%	$80.71	+6.1%	COM	020002101
STT	STATE STR CORP	83	$5,000	0.0%	$81.93	-38.7%	COM	857477103
—	MARATHON OIL CORP	616	$4,000	0.0%	$16.18	—	COM	565849106
—	APACHE CORP	228	$3,000	0.0%	$39.57	—	COM	037411105