Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMT	AMERICAN TOWER CORP NEW	574,633	$155M	2.9%	$192.28	+15.1%	COM	03027X100
JPM	JPMORGAN CHASE & CO	722,051	$112M	2.1%	$127.25	+9.8%	COM	46625H100
HD	HOME DEPOT INC	314,052	$100M	1.9%	$244.44	+16.1%	COM	437076102
LMT	LOCKHEED MARTIN CORP	260,126	$98.42M	1.9%	$299.96	+12.9%	COM	539830109
AVGO	BROADCOM INC	196,568	$93.73M	1.8%	$41.67	+0.9%	COM	11135F101
MSFT	MICROSOFT CORP	339,703	$92.03M	1.7%	$222.90	+9.8%	COM	594918104
ATO	ATMOS ENERGY CORP	890,396	$85.58M	1.6%	$82.16	+8.6%	COM	049560105
NEE	NEXTERA ENERGY INC	1,118,205	$81.94M	1.6%	$68.45	-2.8%	COM	65339F101
ALL	ALLSTATE CORP	624,094	$81.41M	1.5%	$97.70	+18.0%	COM	020002101
—	CORESITE RLTY CORP	586,326	$78.92M	1.5%	$122.77	—	COM	21870Q105
TMO	THERMO FISHER SCIENTIFIC INC	135,472	$68.34M	1.3%	$470.94	-1.0%	COM	883556102
MRK	MERCK & CO INC	652,557	$61.36M	1.2%	$63.29	+1.3%	COM	58933Y105
AAPL	APPLE INC	431,962	$59.16M	1.1%	$125.18	+1.0%	COM	037833100
NSC	NORFOLK SOUTHN CORP	198,319	$52.63M	1.0%	$228.85	+9.4%	COM	655844108
BAC	BK OF AMERICA CORP	1,225,495	$50.53M	1.0%	$30.64	+19.3%	COM	060505104
TER	TERADYNE INC	373,538	$50.04M	0.9%	$123.71	+1.5%	COM	880770102
LHX	L3HARRIS TECHNOLOGIES INC	222,937	$48.19M	0.9%	$169.70	+15.3%	COM	502431109
CCOI	COGENT COMMUNICATIONS HLDGS	615,505	$47.33M	0.9%	$46.19	+23.2%	COM NEW	19239V302
ELV	ANTHEM INC	116,412	$44.45M	0.8%	$300.80	+19.2%	COM	036752103
PLD	PROLOGIS INC.	363,458	$43.44M	0.8%	$88.68	+15.4%	COM	74340W103
ROP	ROPER TECHNOLOGIES INC	91,229	$42.9M	0.8%	$389.73	+10.3%	COM	776696106
RGLD	ROYAL GOLD INC	374,038	$42.68M	0.8%	$107.32	+9.9%	COM	780287108
MSCI	MSCI INC	79,874	$42.58M	0.8%	$399.51	+13.7%	COM	55354G100
SUI	SUN CMNTYS INC	247,352	$42.4M	0.8%	$150.04	—	COM	866674104
A	AGILENT TECHNOLOGIES INC	283,715	$41.94M	0.8%	$119.66	+10.5%	COM	00846U101
C	CITIGROUP INC	591,781	$41.87M	0.8%	$56.26	+11.5%	COM NEW	172967424
HON	HONEYWELL INTL INC	189,282	$41.52M	0.8%	$177.02	+8.6%	COM	438516106
MCD	MCDONALDS CORP	178,268	$41.18M	0.8%	$191.26	+9.4%	COM	580135101
JNJ	JOHNSON & JOHNSON	236,439	$38.95M	0.7%	$141.29	+2.6%	COM	478160104
CE	CELANESE CORP DEL	253,159	$38.38M	0.7%	$126.28	+16.2%	COM	150870103
WEC	WEC ENERGY GROUP INC	423,417	$37.66M	0.7%	$74.07	+8.8%	COM	92939U106
AMZN	AMAZON COM INC	10,834	$37.27M	0.7%	$161.43	+3.0%	COM	023135106
DTE	DTE ENERGY CO	278,300	$36.07M	0.7%	$90.66	+10.5%	COM	233331107
CSCO	CISCO SYS INC	671,703	$35.6M	0.7%	$40.73	+12.5%	COM	17275R102
MKTX	MARKETAXESS HLDGS INC	76,311	$35.38M	0.7%	$468.96	-4.1%	COM	57060D108
LDOS	LEIDOS HOLDINGS INC	349,147	$35.3M	0.7%	$94.74	+2.0%	COM	525327102
MRCY	MERCURY SYS INC	520,222	$34.48M	0.7%	$71.22	-3.0%	COM	589378108
DG	DOLLAR GEN CORP NEW	157,530	$34.09M	0.6%	$184.45	+6.0%	COM	256677105
GOOGL	ALPHABET INC	13,899	$33.94M	0.6%	$97.95	+18.3%	CAP STK CL A	02079K305
BBY	BEST BUY INC	292,500	$33.63M	0.6%	$90.56	+4.9%	COM	086516101
DOV	DOVER CORP	222,997	$33.58M	0.6%	$119.60	+16.3%	COM	260003108
TRU	TRANSUNION	303,599	$33.34M	0.6%	$88.00	+15.7%	COM	89400J107
NVDA	NVIDIA CORPORATION	41,469	$33.18M	0.6%	$13.73	+16.4%	COM	67066G104
CHD	CHURCH & DWIGHT INC	384,086	$32.73M	0.6%	$79.54	+3.0%	COM	171340102
FNF	FIDELITY NATIONAL FINANCIAL	732,396	$31.83M	0.6%	$30.18	+16.0%	FNF GROUP COM	31620R303
TXN	TEXAS INSTRS INC	163,000	$31.34M	0.6%	$156.98	+4.6%	COM	882508104
SPGI	S&P GLOBAL INC	74,268	$30.48M	0.6%	$319.59	+15.7%	COM	78409V104
AWK	AMERICAN WTR WKS CO INC NEW	195,082	$30.07M	0.6%	$137.66	+3.2%	COM	030420103
ARE	ALEXANDRIA REAL ESTATE EQ IN	164,226	$29.88M	0.6%	$135.65	+8.1%	COM	015271109
ABT	ABBOTT LABS	251,236	$29.13M	0.6%	$108.63	-1.2%	COM	002824100
RMD	RESMED INC	117,509	$28.97M	0.5%	$194.12	+4.1%	COM	761152107
CHE	CHEMED CORP NEW	60,766	$28.83M	0.5%	$482.26	-2.0%	COM	16359R103
POOL	POOL CORP	61,622	$28.26M	0.5%	$334.37	+19.1%	COM	73278L105
PG	PROCTER AND GAMBLE CO	208,306	$28.11M	0.5%	$115.80	+4.2%	COM	742718109
JKHY	HENRY JACK & ASSOC INC	171,759	$28.08M	0.5%	$149.53	+0.9%	COM	426281101
OKE	ONEOK INC NEW	490,626	$27.3M	0.5%	$34.52	+19.6%	COM	682680103
UNH	UNITEDHEALTH GROUP INC	65,075	$26.06M	0.5%	$319.66	+15.4%	COM	91324P102
MS	MORGAN STANLEY	283,442	$25.99M	0.5%	$65.58	+12.4%	COM NEW	617446448
CABO	CABLE ONE INC	13,532	$25.88M	0.5%	$1752.50	-4.6%	COM	12685J105
WM	WASTE MGMT INC DEL	182,520	$25.57M	0.5%	$108.17	+18.8%	COM	94106L109
MPT	MEDICAL PPTYS TRUST INC	1,271,218	$25.55M	0.5%	$21.28	—	COM	58463J304
OGS	ONE GAS INC	343,631	$25.47M	0.5%	$72.97	+5.5%	COM	68235P108
PHM	PULTE GROUP INC	462,814	$25.26M	0.5%	$44.49	+20.1%	COM	745867101
NDAQ	NASDAQ INC	143,119	$25.16M	0.5%	$44.40	+16.3%	COM	631103108
ABBV	ABBVIE INC	221,824	$24.99M	0.5%	$88.98	+6.5%	COM	00287Y109
XEL	XCEL ENERGY INC	361,180	$23.79M	0.5%	$54.03	+10.9%	COM	98389B100
GPN	GLOBAL PMTS INC	117,362	$22.01M	0.4%	$190.76	+1.1%	COM	37940X102
AME	AMETEK INC	164,069	$21.9M	0.4%	$116.89	+11.1%	COM	031100100
AMD	ADVANCED MICRO DEVICES INC	231,172	$21.71M	0.4%	$80.82	0.0%	COM	007903107
SMG	SCOTTS MIRACLE-GRO CO	112,662	$21.62M	0.4%	$185.36	-0.6%	CL A	810186106
FRCB	FIRST REP BK SAN FRANCISCO C	114,104	$21.36M	0.4%	$159.91	+13.6%	COM	33616C100
MPC	MARATHON PETE CORP	352,975	$21.33M	0.4%	$44.61	+17.2%	COM	56585A102
MKC	MCCORMICK & CO INC	240,738	$21.26M	0.4%	$80.37	+0.4%	COM NON VTG	579780206
MRSH	MARSH & MCLENNAN COS INC	148,806	$20.93M	0.4%	$107.02	+17.0%	COM	571748102
STE	STERIS PLC	100,719	$20.78M	0.4%	$177.71	+8.8%	SHS USD	G8473T100
WMT	WALMART INC	143,605	$20.25M	0.4%	$43.31	+1.1%	COM	931142103
SCCO	SOUTHERN COPPER CORP	313,301	$20.15M	0.4%	$55.36	-1.6%	COM	84265V105
CTAS	CINTAS CORP	52,132	$19.91M	0.4%	$80.93	+5.0%	COM	172908105
ADBE	ADOBE SYSTEMS INCORPORATED	33,976	$19.9M	0.4%	$469.10	+9.9%	COM	00724F101
CDNS	CADENCE DESIGN SYSTEM INC	143,838	$19.68M	0.4%	$133.73	-0.9%	COM	127387108
DPZ	DOMINOS PIZZA INC	41,449	$19.34M	0.4%	$354.28	+12.7%	COM	25754A201
ES	EVERSOURCE ENERGY	240,838	$19.32M	0.4%	$70.27	+0.0%	COM	30040W108
VLO	VALERO ENERGY CORP	247,338	$19.31M	0.4%	$57.19	+15.4%	COM	91913Y100
THG	HANOVER INS GROUP INC	141,758	$19.23M	0.4%	$107.45	+14.3%	COM	410867105
WST	WEST PHARMACEUTICAL SVSC INC	53,474	$19.2M	0.4%	$298.82	+9.3%	COM	955306105
NHI	NATIONAL HEALTH INVS INC	285,427	$19.14M	0.4%	$71.95	—	COM	63633D104
RPM	RPM INTL INC	210,763	$18.69M	0.4%	$86.45	+7.6%	COM	749685103
KNSL	KINSALE CAP GROUP INC	113,384	$18.68M	0.4%	$166.96	-2.0%	COM	49714P108
—	HILL-ROM HLDGS INC	161,886	$18.39M	0.3%	$110.48	—	COM	431475102
BXMT	BLACKSTONE MTG TR INC	575,001	$18.34M	0.3%	$31.00	—	COM CL A	09257W100
EQIX	EQUINIX INC	22,720	$18.23M	0.3%	$626.80	+8.3%	COM	29444U700
MA	MASTERCARD INCORPORATED	49,920	$18.23M	0.3%	$339.57	+6.7%	CL A	57636Q104
VZ	VERIZON COMMUNICATIONS INC	319,855	$17.92M	0.3%	$42.36	+2.5%	COM	92343V104
TTC	TORO CO	162,600	$17.87M	0.3%	$99.96	+10.0%	COM	891092108
EME	EMCOR GROUP INC	144,246	$17.77M	0.3%	$98.56	+21.9%	COM	29084Q100
NOC	NORTHROP GRUMMAN CORP	48,364	$17.58M	0.3%	$278.19	+20.0%	COM	666807102
MAS	MASCO CORP	298,004	$17.55M	0.3%	$51.14	+10.6%	COM	574599106
GNTX	GENTEX CORP	526,390	$17.42M	0.3%	$35.45	-2.2%	COM	371901109
SWKS	SKYWORKS SOLUTIONS INC	90,515	$17.36M	0.3%	$152.97	+2.4%	COM	83088M102
RVTY	PERKINELMER INC	111,859	$17.27M	0.3%	$137.00	+1.5%	COM	714046109
SNPS	SYNOPSYS INC	61,627	$17M	0.3%	$253.93	-0.1%	COM	871607107
DHI	D R HORTON INC	187,360	$16.93M	0.3%	$74.56	+20.2%	COM	23331A109
SWK	STANLEY BLACK & DECKER INC	81,526	$16.71M	0.3%	$153.93	+14.8%	COM	854502101
RSG	REPUBLIC SVCS INC	150,769	$16.59M	0.3%	$87.87	+15.0%	COM	760759100
—	DISCOVER FINL SVCS	138,197	$16.35M	0.3%	$98.04	—	COM	254709108
SRE	SEMPRA ENERGY	122,996	$16.29M	0.3%	$53.08	+10.9%	COM	816851109
—	VIACOMCBS INC	354,402	$16.02M	0.3%	$45.20	—	CL B	92556H206
AZO	AUTOZONE INC	10,368	$15.47M	0.3%	$1238.02	+17.1%	COM	053332102
AJG	GALLAGHER ARTHUR J & CO	107,671	$15.08M	0.3%	$114.59	+17.5%	COM	363576109
EQH	EQUITABLE HLDGS INC	490,806	$14.95M	0.3%	$29.05	0.0%	COM	29452E101
LYB	LYONDELLBASELL INDUSTRIES N	144,295	$14.84M	0.3%	$77.96	0.0%	SHS - A -	N53745100
HPQ	HP INC	490,194	$14.8M	0.3%	$24.91	+9.1%	COM	40434L105
GL	GLOBE LIFE INC	154,654	$14.73M	0.3%	$92.04	+7.1%	COM	37959E102
AGNC	AGNC INVT CORP	861,874	$14.56M	0.3%	$16.82	—	COM	00123Q104
CARR	CARRIER GLOBAL CORPORATION	298,805	$14.52M	0.3%	$36.44	+15.2%	COM	14448C104
DGX	QUEST DIAGNOSTICS INC	109,958	$14.51M	0.3%	$112.12	+6.8%	COM	74834L100
CMCSA	COMCAST CORP NEW	252,147	$14.38M	0.3%	$46.25	+6.1%	CL A	20030N101
—	ACTIVISION BLIZZARD INC	146,505	$13.98M	0.3%	$93.31	—	COM	00507V109
EA	ELECTRONIC ARTS INC	96,889	$13.94M	0.3%	$134.93	+2.6%	COM	285512109
RGA	REINSURANCE GRP OF AMERICA I	120,509	$13.74M	0.3%	$120.99	+4.1%	COM NEW	759351604
COST	COSTCO WHSL CORP NEW	34,231	$13.54M	0.3%	$329.77	+8.9%	COM	22160K105
ZTS	ZOETIS INC	72,526	$13.52M	0.3%	$154.96	+7.4%	CL A	98978V103
LOW	LOWES COS INC	69,088	$13.4M	0.3%	$156.97	+14.4%	COM	548661107
NFLX	NETFLIX INC	25,365	$13.4M	0.3%	$53.04	-3.6%	COM	64110L106
GFI	GOLD FIELDS LTD	1,486,080	$13.23M	0.3%	$9.31	—	SPONSORED ADR	38059T106
GRMN	GARMIN LTD	90,897	$13.15M	0.2%	$111.79	+13.4%	SHS	H2906T109
MTB	M & T BK CORP	90,376	$13.13M	0.2%	$126.15	+6.7%	COM	55261F104
CFG	CITIZENS FINL GROUP INC	285,857	$13.11M	0.2%	$38.79	0.0%	COM	174610105
INTU	INTUIT	26,740	$13.11M	0.2%	$373.72	+12.8%	COM	461202103
—	APOLLO GLOBAL MGMT INC	209,677	$13.04M	0.2%	$47.01	—	COM CL A	03768E105
—	LINDE PLC	44,510	$12.87M	0.2%	$280.14	—	SHS	G5494J103
HPE	HEWLETT PACKARD ENTERPRISE C	881,366	$12.85M	0.2%	$12.63	+8.9%	COM	42824C109
CMI	CUMMINS INC	52,426	$12.78M	0.2%	$221.90	+2.9%	COM	231021106
HSY	HERSHEY CO	73,337	$12.77M	0.2%	$134.06	+12.4%	COM	427866108
EOG	EOG RES INC	150,019	$12.52M	0.2%	$62.84	0.0%	COM	26875P101
TROW	PRICE T ROWE GROUP INC	63,190	$12.51M	0.2%	$131.89	+14.8%	COM	74144T108
LNT	ALLIANT ENERGY CORP	223,606	$12.47M	0.2%	$42.55	+14.8%	COM	018802108
BR	BROADRIDGE FINL SOLUTIONS IN	76,743	$12.4M	0.2%	$135.98	+8.6%	COM	11133T103
RITM	NEW RESIDENTIAL INVT CORP	1,152,763	$12.21M	0.2%	$11.25	—	COM NEW	64828T201
TSN	TYSON FOODS INC	163,474	$12.06M	0.2%	$59.51	+13.0%	CL A	902494103
ICE	INTERCONTINENTAL EXCHANGE IN	100,991	$11.99M	0.2%	$106.49	+1.7%	COM	45866F104
—	BLACKROCK INC	13,642	$11.94M	0.2%	$758.26	—	COM	09247X101
—	HESS CORP	135,460	$11.83M	0.2%	$70.76	—	COM	42809H107
CBU	COMMUNITY BK SYS INC	155,993	$11.8M	0.2%	$63.10	+7.8%	COM	203607106
JBL	JABIL INC	201,415	$11.71M	0.2%	$44.74	+21.0%	COM	466313103
STT	STATE STR CORP	141,849	$11.67M	0.2%	$66.07	+9.6%	COM	857477103
MSI	MOTOROLA SOLUTIONS INC	53,742	$11.65M	0.2%	$168.08	+12.3%	COM NEW	620076307
KR	KROGER CO	303,322	$11.62M	0.2%	$31.75	+7.4%	COM	501044101
GGG	GRACO INC	152,693	$11.56M	0.2%	$66.70	+6.1%	COM	384109104
V	VISA INC	48,974	$11.45M	0.2%	$203.54	+8.6%	COM CL A	92826C839
PGR	PROGRESSIVE CORP	113,258	$11.12M	0.2%	$84.74	+4.4%	COM	743315103
CINF	CINCINNATI FINL CORP	94,066	$10.97M	0.2%	$84.81	+21.1%	COM	172062101
AFG	AMERICAN FINL GROUP INC OHIO	87,580	$10.92M	0.2%	$61.35	+25.3%	COM	025932104
BX	BLACKSTONE GROUP INC	108,457	$10.54M	0.2%	$58.60	+30.1%	COM	09260D107
KBH	KB HOME	255,361	$10.4M	0.2%	$38.18	+12.0%	COM	48666K109
ACN	ACCENTURE PLC IRELAND	35,243	$10.39M	0.2%	$241.32	+11.1%	SHS CLASS A	G1151C101
BABA	ALIBABA GROUP HLDG LTD	44,103	$10M	0.2%	$226.72	—	SPONSORED ADS	01609W102
ARI	APOLLO COML REAL EST FIN INC	603,821	$9.631M	0.2%	$13.97	—	COM	03762U105
SYK	STRYKER CORPORATION	36,880	$9.579M	0.2%	$227.77	+6.9%	COM	863667101
—	M D C HLDGS INC	185,370	$9.38M	0.2%	$59.40	—	COM	552676108
HUM	HUMANA INC	20,663	$9.148M	0.2%	$381.33	+9.6%	COM	444859102
ODFL	OLD DOMINION FREIGHT LINE IN	34,520	$8.761M	0.2%	$106.42	+17.7%	COM	679580100
KLAC	KLA CORP	26,344	$8.541M	0.2%	$285.88	+6.7%	COM NEW	482480100
IQV	IQVIA HLDGS INC	35,205	$8.531M	0.2%	$187.75	+23.0%	COM	46266C105
—	SOUTH ST CORP	103,211	$8.439M	0.2%	$78.51	—	COM	840441109
KEYS	KEYSIGHT TECHNOLOGIES INC	54,582	$8.428M	0.2%	$141.81	+2.3%	COM	49338L103
—	CYRUSONE INC	117,755	$8.422M	0.2%	$67.72	—	COM	23283R100
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	46,941	$8.31M	0.2%	$177.53	0.0%	COM	874054109
AMGN	AMGEN INC	33,982	$8.283M	0.2%	$204.69	+3.8%	COM	031162100
WING	WINGSTOP INC	52,071	$8.208M	0.2%	$140.95	+2.2%	COM	974155103
SR	SPIRE INC	112,619	$8.139M	0.2%	$73.89	—	COM	84857L101
LULU	LULULEMON ATHLETICA INC	21,968	$8.018M	0.2%	$328.28	+0.3%	COM	550021109
EXR	EXTRA SPACE STORAGE INC	48,932	$8.016M	0.2%	$100.18	+24.6%	COM	30225T102
FAF	FIRST AMERN FINL CORP	124,201	$7.744M	0.1%	$47.88	+13.0%	COM	31847R102
VEEV	VEEVA SYS INC	24,636	$7.661M	0.1%	$278.65	+0.0%	CL A COM	922475108
TDY	TELEDYNE TECHNOLOGIES INC	18,150	$7.602M	0.1%	$385.97	+10.0%	COM	879360105
PRI	PRIMERICA INC	49,541	$7.587M	0.1%	$143.41	+10.1%	COM	74164M108
RTX	RAYTHEON TECHNOLOGIES CORP	86,621	$7.39M	0.1%	$65.24	+16.0%	COM	75513E101
SHW	SHERWIN WILLIAMS CO	26,367	$7.184M	0.1%	$251.18	+4.7%	COM	824348106
—	DUKE REALTY CORP	151,007	$7.15M	0.1%	$41.93	—	COM NEW	264411505
COLD	AMERICOLD RLTY TR	188,752	$7.144M	0.1%	$38.47	—	COM	03064D108
KMB	KIMBERLY-CLARK CORP	52,948	$7.083M	0.1%	$110.86	+1.4%	COM	494368103
—	LAM RESEARCH CORP	10,827	$7.045M	0.1%	$595.25	—	COM	512807108
HLI	HOULIHAN LOKEY INC	85,906	$7.027M	0.1%	$61.62	+7.9%	CL A	441593100
O	REALTY INCOME CORP	105,278	$7.026M	0.1%	$46.24	+12.1%	COM	756109104
IDA	IDACORP INC	71,148	$6.937M	0.1%	$91.42	+9.7%	COM	451107106
HASI	HANNON ARMSTRONG SUST INFR C	121,383	$6.816M	0.1%	$43.21	-5.4%	COM	41068X100
ETN	EATON CORP PLC	45,795	$6.786M	0.1%	$118.94	+12.6%	SHS	G29183103
WHR	WHIRLPOOL CORP	31,085	$6.777M	0.1%	$198.49	+17.4%	COM	963320106
—	MANTECH INTERNATIONAL CORP	77,725	$6.726M	0.1%	$86.96	—	CL A	564563104
BKH	BLACK HILLS CORP	102,343	$6.717M	0.1%	$50.63	+10.3%	COM	092113109
GOOG	ALPHABET INC	2,649	$6.64M	0.1%	$98.47	+20.1%	CAP STK CL C	02079K107
CLX	CLOROX CO DEL	36,853	$6.631M	0.1%	$165.03	-4.6%	COM	189054109
COP	CONOCOPHILLIPS	108,548	$6.611M	0.1%	$41.39	+14.0%	COM	20825C104
WD	WALKER & DUNLOP INC	62,932	$6.569M	0.1%	$85.15	+8.3%	COM	93148P102
UFPI	UFP INDUSTRIES INC	86,378	$6.421M	0.1%	$62.59	+26.1%	COM	90278Q108
NKE	NIKE INC	41,478	$6.408M	0.1%	$129.56	-3.0%	CL B	654106103
—	CMC MATERIALS INC	42,379	$6.389M	0.1%	$165.64	—	COM	12571T100
WDFC	WD 40 CO	24,575	$6.299M	0.1%	$279.45	-15.3%	COM	929236107
SCL	STEPAN CO	51,951	$6.248M	0.1%	$124.60	+5.1%	COM	858586100
CNMD	CONMED CORP	45,236	$6.217M	0.1%	$115.36	+13.9%	COM	207410101
RACE	FERRARI N V	30,083	$6.199M	0.1%	$204.80	+1.8%	COM	N3167Y103
AXP	AMERICAN EXPRESS CO	37,266	$6.157M	0.1%	$124.36	+18.9%	COM	025816109
NWE	NORTHWESTERN CORP	102,168	$6.153M	0.1%	$47.20	+11.1%	COM NEW	668074305
AES	AES CORP	227,713	$5.936M	0.1%	$22.23	-0.2%	COM	00130H105
PLOW	DOUGLAS DYNAMICS INC	145,806	$5.933M	0.1%	$44.26	-0.8%	COM	25960R105
MGRC	MCGRATH RENTCORP	72,718	$5.932M	0.1%	$76.72	+7.5%	COM	580589109
GOLF	ACUSHNET HLDGS CORP	120,024	$5.929M	0.1%	$42.58	+12.8%	COM	005098108
SLGN	SILGAN HOLDINGS INC	140,183	$5.818M	0.1%	$39.03	+8.7%	COM	827048109
EFSC	ENTERPRISE FINL SVCS CORP	124,651	$5.783M	0.1%	$37.99	+16.7%	COM	293712105
EL	LAUDER ESTEE COS INC	18,178	$5.782M	0.1%	$255.03	+10.9%	CL A	518439104
RS	RELIANCE STEEL & ALUMINUM CO	37,661	$5.683M	0.1%	$134.50	+20.8%	COM	759509102
CBZ	CBIZ INC	173,407	$5.682M	0.1%	$29.45	+13.5%	COM	124805102
WERN	WERNER ENTERPRISES INC	125,664	$5.595M	0.1%	$43.49	+7.4%	COM	950755108
SON	SONOCO PRODS CO	83,552	$5.59M	0.1%	$51.02	+9.7%	COM	835495102
WEN	WENDYS CO	237,441	$5.561M	0.1%	$20.77	+10.5%	COM	95058W100
PRGS	PROGRESS SOFTWARE CORP	119,411	$5.523M	0.1%	$43.80	+3.4%	COM	743312100
AB	ALLIANCEBERNSTEIN HLDG L P	118,251	$5.505M	0.1%	$39.99	—	UNIT LTD PARTN	01881G106
CW	CURTISS WRIGHT CORP	46,103	$5.475M	0.1%	$113.43	+8.3%	COM	231561101
TSM	TAIWAN SEMICONDUCTOR MFG LTD	45,239	$5.436M	0.1%	$119.48	—	SPONSORED ADS	874039100
PLUS	EPLUS INC	61,971	$5.373M	0.1%	$47.75	0.0%	COM	294268107
WTW	WILLIS TOWERS WATSON PLC LTD	23,270	$5.353M	0.1%	$204.05	+14.6%	SHS	G96629103
MEI	METHODE ELECTRS INC	107,926	$5.311M	0.1%	$35.62	+13.9%	COM	591520200
HMN	HORACE MANN EDUCATORS CORP N	139,867	$5.233M	0.1%	$41.38	-3.7%	COM	440327104
ORI	OLD REP INTL CORP	209,014	$5.207M	0.1%	$13.58	+26.6%	COM	680223104
VLY	VALLEY NATL BANCORP	386,405	$5.189M	0.1%	$12.05	+15.9%	COM	919794107
CSX	CSX CORP	161,647	$5.186M	0.1%	$30.30	+2.2%	COM	126408103
FMC	FMC CORP	47,045	$5.09M	0.1%	$94.77	+4.9%	COM NEW	302491303
AUB	ATLANTIC UN BANKSHARES CORP	139,522	$5.054M	0.1%	$30.66	+7.0%	COM	04911A107
CCI	CROWN CASTLE INTL CORP NEW	25,852	$5.044M	0.1%	$127.33	+17.8%	COM	22822V101
CMG	CHIPOTLE MEXICAN GRILL INC	3,209	$4.975M	0.1%	$28.92	-1.3%	COM	169656105
TFX	TELEFLEX INCORPORATED	12,370	$4.97M	0.1%	$387.77	+2.5%	COM	879369106
DKL	DELEK LOGISTICS PARTNERS LP	117,459	$4.928M	0.1%	$35.99	—	COM UNT RP INT	24664T103
SBUX	STARBUCKS CORP	43,176	$4.828M	0.1%	$94.02	+8.1%	COM	855244109
UCB	UNITED CMNTY BKS BLAIRSVLE G	148,587	$4.756M	0.1%	$32.84	+2.5%	COM	90984P303
MNST	MONSTER BEVERAGE CORP NEW	51,981	$4.748M	0.1%	$44.80	+4.7%	COM	61174X109
CMC	COMMERCIAL METALS CO	153,977	$4.731M	0.1%	$23.09	+25.7%	COM	201723103
MCO	MOODYS CORP	12,924	$4.683M	0.1%	$270.35	+18.5%	COM	615369105
LITE	LUMENTUM HLDGS INC	56,444	$4.63M	0.1%	$92.56	-9.2%	COM	55024U109
INDB	INDEPENDENT BK CORP MASS	61,039	$4.608M	0.1%	$69.44	-1.3%	COM	453836108
RSP	INVESCO EXCHANGE TRADED FD T	30,554	$4.605M	0.1%	$141.66	—	S&P500 EQL WGT	46137V357
KO	COCA COLA CO	83,578	$4.522M	0.1%	$43.39	+9.0%	COM	191216100
KALU	KAISER ALUMINUM CORP	36,277	$4.48M	0.1%	$89.93	+15.9%	COM PAR $0.01	483007704
—	TRITON INTL LTD	84,836	$4.441M	0.1%	$54.99	—	CL A	G9078F107
NOMD	NOMAD FOODS LTD	153,319	$4.334M	0.1%	$25.86	+13.8%	USD ORD SHS	G6564A105
UTL	UNITIL CORP	81,591	$4.322M	0.1%	$43.68	+23.2%	COM	913259107
ABM	ABM INDS INC	97,014	$4.302M	0.1%	$39.74	+14.9%	COM	000957100
SF	STIFEL FINL CORP	65,409	$4.243M	0.1%	$53.66	+15.3%	COM	860630102
EW	EDWARDS LIFESCIENCES CORP	40,912	$4.237M	0.1%	$84.54	+11.5%	COM	28176E108
STAG	STAG INDL INC	112,294	$4.203M	0.1%	$33.61	—	COM	85254J102
SKYW	SKYWEST INC	96,134	$4.14M	0.1%	$49.27	+0.1%	COM	830879102
ABR	ARBOR REALTY TRUST INC	230,756	$4.112M	0.1%	$15.90	—	COM	038923108
GS	GOLDMAN SACHS GROUP INC	10,429	$3.959M	0.1%	$276.90	+15.4%	COM	38141G104
RDN	RADIAN GROUP INC	177,014	$3.939M	0.1%	$18.85	+6.8%	COM	750236101
ESNT	ESSENT GROUP LTD	86,584	$3.892M	0.1%	$41.65	+7.1%	COM	G3198U102
SFL	SFL CORPORATION LTD	506,916	$3.878M	0.1%	$7.41	+10.6%	SHS	G7738W106
FN	FABRINET	38,426	$3.684M	0.1%	$86.61	+3.3%	SHS	G3323L100
AUDC	AUDIOCODES LTD	107,830	$3.568M	0.1%	$27.71	0.0%	ORD	M15342104
BOH	BANK HAWAII CORP	41,964	$3.534M	0.1%	$70.54	+3.7%	COM	062540109
SIGI	SELECTIVE INS GROUP INC	42,492	$3.448M	0.1%	$64.44	+10.2%	COM	816300107
WTS	WATTS WATER TECHNOLOGIES INC	23,530	$3.433M	0.1%	$121.96	+8.3%	CL A	942749102
EXLS	EXLSERVICE HOLDINGS INC	31,806	$3.38M	0.1%	$17.12	+16.0%	COM	302081104
ITT	ITT INC	36,635	$3.355M	0.1%	$82.49	+12.9%	COM	45073V108
CNO	CNO FINL GROUP INC	141,895	$3.352M	0.1%	$21.37	+7.8%	COM	12621E103
PYPL	PAYPAL HLDGS INC	11,493	$3.35M	0.1%	$254.48	+3.6%	COM	70450Y103
DIOD	DIODES INC	41,875	$3.341M	0.1%	$77.99	-1.5%	COM	254543101
—	HUDSON PAC PPTYS INC	119,235	$3.317M	0.1%	$27.13	—	COM	444097109
INTC	INTEL CORP	58,708	$3.296M	0.1%	$54.09	-1.0%	COM	458140100
—	SPX CORP	53,954	$3.296M	0.1%	$58.28	—	COM	784635104
—	LIFE STORAGE INC	30,336	$3.256M	0.1%	$85.95	—	COM	53223X107
CBT	CABOT CORP	57,127	$3.253M	0.1%	$44.40	+19.9%	COM	127055101
PFSI	PENNYMAC FINL SVCS INC NEW	52,268	$3.226M	0.1%	$57.76	-0.9%	COM	70932M107
REXR	REXFORD INDL RLTY INC	56,530	$3.219M	0.1%	$50.49	—	COM	76169C100
MKSI	MKS INSTRS INC	18,069	$3.216M	0.1%	$161.78	+8.2%	COM	55306N104
SSD	SIMPSON MFG INC	29,075	$3.211M	0.1%	$97.59	+8.9%	COM	829073105
ESE	ESCO TECHNOLOGIES INC	33,899	$3.18M	0.1%	$101.06	-1.6%	COM	296315104
GBCI	GLACIER BANCORP INC NEW	57,427	$3.163M	0.1%	$46.44	+8.8%	COM	37637Q105
—	HILLENBRAND INC	71,031	$3.131M	0.1%	$47.71	—	COM	431571108
FCNCA	FIRST CTZNS BANCSHARES INC N	3,741	$3.115M	0.1%	$712.61	+17.8%	CL A	31946M103
BANF	BANCFIRST CORP	49,489	$3.09M	0.1%	$60.44	+4.6%	COM	05945F103
LAD	LITHIA MTRS INC	8,967	$3.081M	0.1%	$359.31	+0.6%	COM	536797103
BRC	BRADY CORP	54,533	$3.056M	0.1%	$48.18	+8.0%	CL A	104674106
CASH	META FINL GROUP INC	59,957	$3.036M	0.1%	$41.90	+16.4%	COM	59100U108
PRG	PROG HOLDINGS INC	62,927	$3.029M	0.1%	$48.42	-0.9%	COM NPV	74319R101
—	ASPEN TECHNOLOGY INC	21,978	$3.023M	0.1%	$144.33	—	COM	045327103
STRA	STRATEGIC ED INC	39,175	$2.98M	0.1%	$72.85	-4.9%	COM	86272C103
HELE	HELEN OF TROY LTD	13,056	$2.978M	0.1%	$225.48	-2.5%	COM	G4388N106
CBSH	COMMERCE BANCSHARES INC	39,571	$2.951M	0.1%	$55.58	+4.9%	COM	200525103
TRP	TC ENERGY CORP	59,302	$2.936M	0.1%	$35.02	+12.3%	COM	87807B107
KBR	KBR INC	75,271	$2.872M	0.1%	$30.25	+24.8%	COM	48242W106
FSS	FEDERAL SIGNAL CORP	71,285	$2.868M	0.1%	$34.90	+13.9%	COM	313855108
—	PREMIER FINANCIAL CORP	99,235	$2.819M	0.1%	$33.26	—	COM	74052F108
SITE	SITEONE LANDSCAPE SUPPLY INC	16,623	$2.813M	0.1%	$171.38	+2.0%	COM	82982L103
TGNA	TEGNA INC	149,464	$2.804M	0.1%	$17.52	+12.0%	COM	87901J105
FIBK	FIRST INTST BANCSYSTEM INC	66,078	$2.765M	0.1%	$34.17	+2.4%	COM CL A	32055Y201
CRUS	CIRRUS LOGIC INC	32,311	$2.751M	0.1%	$86.59	-7.4%	COM	172755100
CODI	COMPASS DIVERSIFIED	103,892	$2.649M	0.1%	$17.76	+13.9%	SH BEN INT	20451Q104
HDB	HDFC BANK LTD	36,073	$2.637M	0.0%	$77.03	—	SPONSORED ADS	40415F101
DE	DEERE & CO	7,419	$2.616M	0.0%	$307.48	+11.5%	COM	244199105
EXPO	EXPONENT INC	29,310	$2.615M	0.0%	$88.68	+0.0%	COM	30214U102
RIO	RIO TINTO PLC	31,137	$2.612M	0.0%	$80.25	—	SPONSORED ADR	767204100
TTEK	TETRA TECH INC NEW	21,072	$2.571M	0.0%	$26.13	-3.7%	COM	88162G103
CWT	CALIFORNIA WTR SVC GROUP	45,359	$2.519M	0.0%	$50.65	+2.8%	COM	130788102
—	KIRKLAND LAKE GOLD LTD	64,671	$2.492M	0.0%	$35.45	—	COM	49741E100
RY	ROYAL BK CDA	24,474	$2.48M	0.0%	$87.47	+13.3%	COM	780087102
CPRT	COPART INC	18,601	$2.452M	0.0%	$28.19	+10.0%	COM	217204106
DAN	DANA INC	102,046	$2.424M	0.0%	$20.20	+13.7%	COM	235825205
ENSG	ENSIGN GROUP INC	27,955	$2.422M	0.0%	$85.00	+0.6%	COM	29358P101
MSA	MSA SAFETY INC	14,367	$2.379M	0.0%	$161.14	+0.6%	COM	553498106
SMP	STANDARD MTR PRODS INC	54,657	$2.369M	0.0%	$42.47	+5.3%	COM	853666105
BMY	BRISTOL-MYERS SQUIBB CO	35,249	$2.355M	0.0%	$51.03	+5.6%	COM	110122108
HTO	SJW GROUP	37,126	$2.35M	0.0%	$65.27	-0.8%	COM	784305104
SONY	SONY GROUP CORPORATION	23,172	$2.253M	0.0%	$104.04	—	SPONSORED ADR	835699307
AAT	AMERICAN ASSETS TR INC	60,075	$2.24M	0.0%	$32.43	—	COM	024013104
TGT	TARGET CORP	9,241	$2.234M	0.0%	$163.21	+17.4%	COM	87612E106
SNY	SANOFI	42,307	$2.228M	0.0%	$49.88	—	SPONSORED ADR	80105N105
OLLI	OLLIES BARGAIN OUTLET HLDGS	25,947	$2.183M	0.0%	$89.10	-2.4%	COM	681116109
MEDP	MEDPACE HLDGS INC	12,064	$2.131M	0.0%	$158.32	+9.0%	COM	58506Q109
CNNE	CANNAE HLDGS INC	61,991	$2.102M	0.0%	$38.46	-7.7%	COM	13765N107
TRNO	TERRENO RLTY CORP	32,506	$2.097M	0.0%	$57.79	—	COM	88146M101
SMPL	SIMPLY GOOD FOODS CO	56,797	$2.073M	0.0%	$29.79	+14.7%	COM	82900L102
PNC	PNC FINL SVCS GROUP INC	10,734	$2.048M	0.0%	$138.54	+14.5%	COM	693475105
FCN	FTI CONSULTING INC	14,867	$2.031M	0.0%	$118.44	+18.8%	COM	302941109
EXPD	EXPEDITORS INTL WASH INC	16,031	$2.03M	0.0%	$90.91	+22.8%	COM	302130109
AVY	AVERY DENNISON CORP	9,551	$2.008M	0.0%	$157.26	+23.4%	COM	053611109
TM	TOYOTA MOTOR CORP	11,447	$2.001M	0.0%	$160.60	—	SP ADR REP2COM	892331307
FORM	FORMFACTOR INC	54,262	$1.978M	0.0%	$45.26	-12.9%	COM	346375108
PWR	QUANTA SVCS INC	21,705	$1.966M	0.0%	$78.91	+18.0%	COM	74762E102
FR	FIRST INDL RLTY TR INC	36,692	$1.916M	0.0%	$46.44	—	COM	32054K103
FISV	FISERV INC	17,907	$1.914M	0.0%	$114.76	+1.3%	COM	337738108
YETI	YETI HLDGS INC	20,563	$1.888M	0.0%	$72.04	+20.5%	COM	98585X104
FOXF	FOX FACTORY HLDG CORP	11,972	$1.863M	0.0%	$130.80	+13.7%	COM	35138V102
FICO	FAIR ISAAC CORP	3,703	$1.862M	0.0%	$475.37	+6.4%	COM	303250104
ITW	ILLINOIS TOOL WKS INC	8,306	$1.857M	0.0%	$184.98	+10.8%	COM	452308109
RF	REGIONS FINANCIAL CORP NEW	87,989	$1.775M	0.0%	$17.87	0.0%	COM	7591EP100
AGM	FEDERAL AGRIC MTG CORP	17,416	$1.723M	0.0%	$74.39	+17.6%	CL C	313148306
APD	AIR PRODS & CHEMS INC	5,980	$1.72M	0.0%	$240.18	+8.6%	COM	009158106
BALL	BALL CORP	20,641	$1.672M	0.0%	$81.56	0.0%	COM	058498106
ECL	ECOLAB INC	7,814	$1.61M	0.0%	$201.55	+2.4%	COM	278865100
AWR	AMER STATES WTR CO	19,932	$1.586M	0.0%	$69.98	+3.4%	COM	029899101
EBAY	EBAY INC.	20,962	$1.472M	0.0%	$57.72	0.0%	COM	278642103
AEP	AMERICAN ELEC PWR CO INC	16,701	$1.413M	0.0%	$72.72	+0.0%	COM	025537101
WKC	WORLD FUEL SVCS CORP	41,937	$1.331M	0.0%	$33.94	-2.1%	COM	981475106
—	CANADIAN PAC RY LTD	17,132	$1.318M	0.0%	$124.53	—	COM	13645T100
IOSP	INNOSPEC INC	14,287	$1.294M	0.0%	$92.12	+0.4%	COM	45768S105
NTES	NETEASE INC	11,072	$1.276M	0.0%	$105.78	—	SPONSORED ADS	64110W102
CVGW	CALAVO GROWERS INC	19,776	$1.255M	0.0%	$68.89	-4.2%	COM	128246105
UNP	UNION PAC CORP	5,656	$1.244M	0.0%	$200.37	+0.0%	COM	907818108
QSR	RESTAURANT BRANDS INTL INC	17,675	$1.139M	0.0%	$63.07	+6.8%	COM	76131D103
SE	SEA LTD	4,139	$1.137M	0.0%	$223.26	—	SPONSORD ADS	81141R100
CPNG	COUPANG INC	27,019	$1.13M	0.0%	$45.32	-9.6%	CL A	22266T109
MPWR	MONOLITHIC PWR SYS INC	2,993	$1.118M	0.0%	$340.03	0.0%	COM	609839105
SHOP	SHOPIFY INC	737	$1.077M	0.0%	$123.21	+0.0%	CL A	82509L107
NOW	SERVICENOW INC	1,725	$948K	0.0%	$101.38	-0.0%	COM	81762P102
MELI	MERCADOLIBRE INC	600	$935K	0.0%	$1683.00	-12.8%	COM	58733R102
STNE	STONECO LTD	13,626	$914K	0.0%	$61.37	—	COM CL A	G85158106
OGN	ORGANON & CO	29,286	$886K	0.0%	$26.93	0.0%	COMMON STOCK	68622V106
NBIS	YANDEX N V	12,066	$854K	0.0%	$64.08	—	SHS CLASS A	N97284108
CMS	CMS ENERGY CORP	14,351	$848K	0.0%	$53.97	+0.0%	COM	125896100
D	DOMINION ENERGY INC	11,424	$840K	0.0%	$62.68	+0.0%	COM	25746U109
VRSN	VERISIGN INC	3,427	$780K	0.0%	$194.79	+10.8%	COM	92343E102
SAP	SAP SE	5,111	$718K	0.0%	$126.45	—	SPON ADR	803054204
—	IHS MARKIT LTD	6,276	$707K	0.0%	$102.20	—	SHS	G47567105
—	UNILEVER PLC	11,094	$649K	0.0%	$55.84	—	SPON ADR NEW	904767704
TFII	TFI INTL INC	6,989	$637K	0.0%	$67.93	+28.2%	COM	87241L109
CDW	CDW CORP	3,620	$632K	0.0%	$162.82	+0.0%	COM	12514G108
ORCL	ORACLE CORP	7,854	$611K	0.0%	$73.57	+0.0%	COM	68389X105
PSX	PHILLIPS 66	6,374	$547K	0.0%	$70.56	+0.0%	COM	718546104
LPLA	LPL FINL HLDGS INC	3,067	$414K	0.0%	$127.60	+14.0%	COM	50212V100
OKTA	OKTA INC	1,680	$411K	0.0%	$241.37	0.0%	CL A	679295105
SICPQ	SILVERGATE CAP CORP	3,441	$390K	0.0%	$113.26	-0.0%	CL A	82837P408
BLD	TOPBUILD CORP	1,815	$359K	0.0%	$207.16	+0.0%	COM	89055F103
ADP	AUTOMATIC DATA PROCESSING IN	1,602	$318K	0.0%	$176.23	+0.0%	COM	053015103
CRM	SALESFORCE COM INC	1,258	$307K	0.0%	$227.69	+0.0%	COM	79466L302
—	NEW ORIENTAL ED & TECHNOLOGY	35,748	$293K	0.0%	$14.00	—	SPON ADR	647581107
VEU	VANGUARD INTL EQUITY INDEX F	209	$13,000	0.0%	$62.20	—	ALLWRLD EX US	922042775
—	BROOKFIELD ASSET MGMT INC	13	$1,000	0.0%	$76.92	—	CL A LTD VT SH	112585104
—	IAA INC	1	$0	0.0%	—	—	COM	449253103
UI	UBIQUITI INC	1	$0	0.0%	$314.63	-6.9%	COM	90353W103