The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number:3235-0006
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
APPLE INCCOM0378331001,48611,200SHPutSOLE 11,20000
ATLASSIAN CORP PLCCL Ag0624210432,672139,700SHPutSOLE 139,70000
BAIDU INCSPON ADR REP A0567521086052,800SHPutSOLE 2,80000
COUPA SOFTWARE INCCOM22266l1065,08415,000SHPutSOLE 15,00000
FACEBOOK INCCL A30303m1024,80817,600SHPutSOLE 17,60000
INTUITIVE SURGICAL INCCOM NEW46120e602245300SHPutSOLE 30000
SPDR S&P 500 ETF TRTR UNIT78462f1035,19713,900SHPutSOLE 13,90000
ISHARES TRIBOXX HI YD ETF46428851313,095150,000SHPutSOLE 150,00000
ALPHABET INCCAP STK CL C02079K10741,97523,960SH SOLE 23,96000
AMAZON COM INCCOM023135106108,40733,285SH SOLE 33,28500
AMERICAN EXPRESS COCOM0258161096785,608SH SOLE 5,60800
BK OF AMERICA CORPCOM0605051046,059199,892SH SOLE 199,89200
BRUNSWICK CORPCOM1170431093414,470SH SOLE 4,47000
COMCAST CORP NEWCL A20030N10132,071612,045SH SOLE 612,04500
EBAY INC.COM2786421032,82156,139SH SOLE 56,13900
FIVE BELOW INCCOM33829M1015463,119SH SOLE 3,11900
GLOBAL PMTS INCCOM37940X1022,37511,026SH SOLE 11,02600
GOLDMAN SACHS GROUP INCCOM38141G1043,83214,531SH SOLE 14,53100
JPMORGAN CHASE & COCOM46625H1007,06255,574SH SOLE 55,57400
LULULEMON ATHLETICA INCCOM5500211093,1499,048SH SOLE 9,04800
MARSH & MCLENNAN COS INCCOM5717481027576,471SH SOLE 6,47100
MASTERCARD INCORPORATEDCL A57636Q1045,83016,333SH SOLE 16,33300
MORGAN STANLEYCOM NEW6174464486,50494,906SH SOLE 94,90600
NIKE INCCL B6541061031,41810,020SH SOLE 10,02000
VISA INCCOM CL A92826C8397,52334,395SH SOLE 34,39500
ADOBE SYSTEMS INCORPORATEDCOM00724F10121,42942,847SH SOLE 42,84700
ARMSTRONG WORLD INDS INCCOM04247X1026088,173SH SOLE 8,17300
CSX CORPCOM1264081035,56561,327SH SOLE 61,32700
CHART INDS INCCOM PAR $0.0116115Q3082792,369SH SOLE 2,36900
CHEMOURS COCOM16385110835114,173SH SOLE 14,17300
HOME DEPOT INCCOM4370761025,31520,011SH SOLE 20,01100
L3HARRIS TECHNOLOGIES INCCOM5024311092701,427SH SOLE 1,42700
MICROSOFT CORPCOM594918104113,612510,799SH SOLE 510,79900
SKYWORKS SOLUTIONS INCCOM83088M1023,08120,156SH SOLE 20,15600
NXP SEMICONDUCTORS N VCOMN6596X1093,26620,540SH SOLE 20,54000
ABBVIE INCCOM00287Y1095,73053,479SH SOLE 53,47900
ALTRIA GROUP INCCOM02209S10358214,201SH SOLE 14,20100
BRISTOL-MYERS SQUIBB COCOM1101221081,63126,287SH SOLE 26,28700
CONAGRA BRANDS INCCOM20588710295926,437SH SOLE 26,43700
CUMMINS INCCOM2310211062301,014SH SOLE 1,01400
HUBBELL INCCOM4435106076634,228SH SOLE 4,22800
INTERNATIONAL BUSINESS MACHSCOM4592001015,20141,320SH SOLE 41,32000
INTERNATIONAL PAPER COCOM4601461031,31026,355SH SOLE 26,35500
LOCKHEED MARTIN CORPCOM5398301092,8488,024SH SOLE 8,02400
NETAPP INCCOM64110D10478711,880SH SOLE 11,88000
PHILIP MORRIS INTL INCCOM71817210996811,688SH SOLE 11,68800
PRUDENTIAL FINL INCCOM7443201022102,692SH SOLE 2,69200
QUALCOMM INCCOM74752510317,956117,869SH SOLE 117,86900
TEXAS INSTRS INCCOM88250810413,21680,519SH SOLE 80,51900
US BANCORP DELCOM NEW90297330494620,303SH SOLE 20,30300
UNION PAC CORPCOM9078181083,80818,288SH SOLE 18,28800
UNITEDHEALTH GROUP INCCOM91324P1027,01420,002SH SOLE 20,00200
WEBSTER FINL CORP CONNCOM9478901092125,037SH SOLE 5,03700
AT&T INCCOM00206R1022,53488,093SH SOLE 88,09300
ANTHEM INCCOM0367521035361,668SH SOLE 1,66800
APPLE INCCOM037833100195,7201,475,018SH SOLE 1,475,01800
AUTODESK INCCOM0527691065,41317,728SH SOLE 17,72800
AUTOMATIC DATA PROCESSING INCOM0530151036,06334,410SH SOLE 34,41000
ENERSYSCOM29275Y1022122,547SH SOLE 2,54700
IQVIA HLDGS INCCOM46266C1052051,146SH SOLE 1,14600
JABIL INCCOM4663131033227,569SH SOLE 7,56900
II-VI INCCOM9021041084135,436SH SOLE 5,43600
TE CONNECTIVITY LTDREG SHSH849891042722,248SH SOLE 2,24800
EAGLE MATLS INCCOM26969P1082362,332SH SOLE 2,33200
EMCOR GROUP INCCOM29084Q1002873,138SH SOLE 3,13800
EXXON MOBIL CORPCOM30231G1029,043219,376SH SOLE 219,37600
FASTENAL COCOM3119001048,739178,977SH SOLE 178,97700
LOUISIANA PAC CORPCOM5463471052396,420SH SOLE 6,42000
MASCO CORPCOM5745991062,36843,116SH SOLE 43,11600
MASTEC INCCOM5763231094416,468SH SOLE 6,46800
ONEOK INC NEWCOM6826801031,64642,880SH SOLE 42,88000
PHILLIPS 66COM7185461041,65423,651SH SOLE 23,65100
QEP RESOURCES INCCOM74733V1004117,032SH SOLE 17,03200
RPM INTL INCCOM7496851037758,540SH SOLE 8,54000
SAIA INCCOM78709Y1053181,758SH SOLE 1,75800
SHERWIN WILLIAMS COCOM8243481067761,056SH SOLE 1,05600
UNITED PARCEL SERVICE INCCL B9113121061,71210,169SH SOLE 10,16900
TRANE TECHNOLOGIES PLCSHSG8994E10314,20297,835SH SOLE 97,83500
AMEREN CORPCOM0236081023424,382SH SOLE 4,38200
AMERICAN ELEC PWR CO INCCOM0255371012,16525,997SH SOLE 25,99700
BLACK HILLS CORPCOM0921131092223,620SH SOLE 3,62000
CRANE COCOM2243991052162,785SH SOLE 2,78500
DUKE ENERGY CORP NEWCOM NEW26441C2042,21524,189SH SOLE 24,18900
MDU RES GROUP INCCOM55269010930811,675SH SOLE 11,67500
NEXTERA ENERGY INCCOM65339F1011,09814,234SH SOLE 14,23400
OGE ENERGY CORPCOM67083710337211,663SH SOLE 11,66300
PUBLIC SVC ENTERPRISE GRP INCOM7445731062033,478SH SOLE 3,47800
SEMPRA ENERGYCOM8168511092471,939SH SOLE 1,93900
XCEL ENERGY INCCOM98389B1003,01245,182SH SOLE 45,18200
ACTIVISION BLIZZARD INCCOM00507V10910,225110,126SH SOLE 110,12600
ADVANCED MICRO DEVICES INCCOM0079031078,77595,681SH SOLE 95,68100
ALEXION PHARMACEUTICALS INCCOM0153511092,79417,882SH SOLE 17,88200
ALIGN TECHNOLOGY INCCOM0162551013,3826,328SH SOLE 6,32800
ALPHABET INCCAP STK CL A02079K30541,99723,962SH SOLE 23,96200
AMGEN INCCOM03116210014,33262,336SH SOLE 62,33600
ANALOG DEVICES INCCOM0326541055,56337,657SH SOLE 37,65700
ANSYS INCCOM03662Q1052,4666,779SH SOLE 6,77900
APPLIED MATLS INCCOM03822210510,575122,534SH SOLE 122,53400
BAIDU INCSPON ADR REP A0567521084,99923,116SH SOLE 23,11600
BIOGEN INCCOM09062X1033,27013,356SH SOLE 13,35600
BOOKING HOLDINGS INCCOM09857L1087,2923,274SH SOLE 3,27400
BROADCOM INCCOM11135F10113,92531,802SH SOLE 31,80200
CDW CORPCOM12514G1081,52211,545SH SOLE 11,54500
CADENCE DESIGN SYSTEM INCCOM1273871089,99373,248SH SOLE 73,24800
CERNER CORPCOM1567821041,92424,517SH SOLE 24,51700
CHARTER COMMUNICATIONS INC NCL A16119P10810,34215,633SH SOLE 15,63300
CISCO SYS INCCOM17275R10217,739396,406SH SOLE 396,40600
CINTAS CORPCOM1729081052,8928,181SH SOLE 8,18100
COGNIZANT TECHNOLOGY SOLUTIOCL A1924461023,59943,919SH SOLE 43,91900
COPART INCCOM2172041062,35318,488SH SOLE 18,48800
COSTCO WHSL CORP NEWCOM22160K10515,77841,877SH SOLE 41,87700
DEXCOM INCCOM2521311072,8287,649SH SOLE 7,64900
DOCUSIGN INCCOM2561631062,98813,443SH SOLE 13,44300
DOLLAR TREE INCCOM2567461089,68789,661SH SOLE 89,66100
ELECTRONIC ARTS INCCOM2855121093,86626,922SH SOLE 26,92200
EXELON CORPCOM30161N1013,74488,668SH SOLE 88,66800
FACEBOOK INCCL A30303M10250,662185,468SH SOLE 185,46800
FISERV INCCOM33773810816,132141,687SH SOLE 141,68700
FOX CORPCL A COM35137L10583628,705SH SOLE 28,70500
FOX CORPCL B COM35137L20460120,796SH SOLE 20,79600
GILEAD SCIENCES INCCOM37555810313,297228,239SH SOLE 228,23900
IDEXX LABS INCCOM45168D1043,4406,881SH SOLE 6,88100
ILLUMINA INCCOM4523271095,47714,802SH SOLE 14,80200
INCYTE CORPCOM45337C1024,20448,333SH SOLE 48,33300
INTEL CORPCOM45814010028,416570,365SH SOLE 570,36500
INTUITCOM46120210310,03626,420SH SOLE 26,42000
INTUITIVE SURGICAL INCCOM NEW46120E60211,64614,235SH SOLE 14,23500
JD.COM INCSPON ADR CL A47215P1065,91767,318SH SOLE 67,31800
KLA CORPCOM NEW4824801003,26712,620SH SOLE 12,62000
KEURIG DR PEPPER INCCOM49271V1003,303103,208SH SOLE 103,20800
KRAFT HEINZ COCOM5007541063,25994,014SH SOLE 94,01400
LAM RESEARCH CORPCOM5128071089,22419,532SH SOLE 19,53200
MARRIOTT INTL INC NEWCL A5719032023,41125,857SH SOLE 25,85700
MATCH GROUP INC NEWCOM57667L1071,59610,556SH SOLE 10,55600
MAXIM INTEGRATED PRODS INCCOM57772K1011,92821,745SH SOLE 21,74500
MERCADOLIBRE INCCOM58733R1027,2874,350SH SOLE 4,35000
MICROCHIP TECHNOLOGY INC.COM5950171042,89520,958SH SOLE 20,95800
MICRON TECHNOLOGY INCCOM5951121037,30197,112SH SOLE 97,11200
MODERNA INCCOM60770K10710,587101,342SH SOLE 101,34200
MONDELEZ INTL INCCL A6092071056,694114,490SH SOLE 114,49000
MONSTER BEVERAGE CORP NEWCOM61174X1093,81541,254SH SOLE 41,25400
NETFLIX INCCOM64110L10619,09635,315SH SOLE 35,31500
NETEASE INCSPONSORED ADS64110W1022,85429,800SH SOLE 29,80000
NVIDIA CORPORATIONCOM67066G10427,58452,823SH SOLE 52,82300
OREILLY AUTOMOTIVE INCCOM67103H1072,6905,943SH SOLE 5,94300
OKTA INCCL A6792951051,3125,161SH SOLE 5,16100
PACCAR INCCOM6937181082,40527,875SH SOLE 27,87500
PAYCHEX INCCOM7043261072,67528,703SH SOLE 28,70300
PAYPAL HLDGS INCCOM70450Y10324,340103,929SH SOLE 103,92900
PELOTON INTERACTIVE INCCL A COM70614W1001,53910,141SH SOLE 10,14100
PEPSICO INCCOM71344810816,698112,596SH SOLE 112,59600
PINDUODUO INCSPONSORED ADS7223041023,76021,161SH SOLE 21,16100
REGENERON PHARMACEUTICALSCOM75886F1074,0418,365SH SOLE 8,36500
ROSS STORES INCCOM7782961033,49828,482SH SOLE 28,48200
SEAGEN INCCOM81181C1042,20612,593SH SOLE 12,59300
SIRIUS XM HOLDINGS INCCOM82968B1032,071325,061SH SOLE 325,06100
SPLUNK INCCOM8486371042,04912,059SH SOLE 12,05900
STARBUCKS CORPCOM8552441099,90992,624SH SOLE 92,62400
SYNOPSYS INCCOM8716071073,13112,077SH SOLE 12,07700
T-MOBILE US INCCOM87259010414,868110,258SH SOLE 110,25800
TESLA INCCOM88160R10162,55188,641SH SOLE 88,64100
TRIP COM GROUP LTDADS89677Q1071,31138,853SH SOLE 38,85300
VERISIGN INCCOM92343E1022,0169,316SH SOLE 9,31600
VERISK ANALYTICS INCCOM92345Y1062,73413,168SH SOLE 13,16800
VERTEX PHARMACEUTICALS INCCOM92532F1005,15521,812SH SOLE 21,81200
WALGREENS BOOTS ALLIANCE INCCOM9314271083,61190,541SH SOLE 90,54100
WORKDAY INCCL A98138H1013,42014,272SH SOLE 14,27200
XILINX INCCOM9839191012,86020,175SH SOLE 20,17500
ZOOM VIDEO COMMUNICATIONS INCL A98980L1014,53913,456SH SOLE 13,45600
ATLASSIAN CORP PLCCL AG0624210458,422249,805SH SOLE 249,80500
MARVELL TECHNOLOGY GROUP LTDORDG5876H1051,26426,597SH SOLE 26,59700
CHECK POINT SOFTWARE TECH LTORDM224651041,39510,496SH SOLE 10,49600
ASML HOLDING N VN Y REGISTRY SHSN0705921010,90722,363SH SOLE 22,36300
ABBOTT LABSCOM00282410011,155101,885SH SOLE 101,88500
AGILENT TECHNOLOGIES INCCOM00846U1012412,035SH SOLE 2,03500
AIR PRODS & CHEMS INCCOM0091581063981,458SH SOLE 1,45800
AKAMAI TECHNOLOGIES INCCOM00971T1018,66882,565SH SOLE 82,56500
ALEXANDRIA REAL ESTATE EQ INCOM0152711092,08511,700SH SOLE 11,70000
ALLSTATE CORPCOM0200021016,59259,964SH SOLE 59,96400
AMERICAN INTL GROUP INCCOM NEW0268747842155,688SH SOLE 5,68800
AMERICAN TOWER CORP NEWCOM03027X1002,2259,914SH SOLE 9,91400
AMERICAN WTR WKS CO INC NEWCOM0304201032,47716,143SH SOLE 16,14300
AMERISOURCEBERGEN CORPCOM03073E1051,25112,793SH SOLE 12,79300
AMPHENOL CORP NEWCL A0320951012581,970SH SOLE 1,97000
ARCHER DANIELS MIDLAND COCOM03948310257911,486SH SOLE 11,48600
ARISTA NETWORKS INCCOM0404131061,1233,866SH SOLE 3,86600
BALL CORPCOM0584981062112,268SH SOLE 2,26800
BANK NEW YORK MELLON CORPCOM0640581002335,491SH SOLE 5,49100
BAXTER INTL INCCOM0718131092783,467SH SOLE 3,46700
BECTON DICKINSON & COCOM0758871095402,160SH SOLE 2,16000
BERKSHIRE HATHAWAY INC DELCL B NEW0846707024,06217,518SH SOLE 17,51800
BLACKROCK INCCOM09247X1018281,147SH SOLE 1,14700
BOEING COCOM0970231051,3676,384SH SOLE 6,38400
BOSTON SCIENTIFIC CORPCOM1011371073549,837SH SOLE 9,83700
CBOE GLOBAL MKTS INCCOM12503M1081,92820,706SH SOLE 20,70600
C H ROBINSON WORLDWIDE INCCOM NEW12541W2094,38046,661SH SOLE 46,66100
CIGNA CORP NEWCOM1255231003,04414,624SH SOLE 14,62400
CME GROUP INCCOM12572Q1054312,368SH SOLE 2,36800
CVS HEALTH CORPCOM1266501006,955101,823SH SOLE 101,82300
CAPITAL ONE FINL CORPCOM14040H1053403,435SH SOLE 3,43500
CARDINAL HEALTH INCCOM14149Y1085,428101,351SH SOLE 101,35100
CARRIER GLOBAL CORPORATIONCOM14448C10470218,616SH SOLE 18,61600
CATERPILLAR INCCOM1491231014,19323,035SH SOLE 23,03500
CENTENE CORP DELCOM15135B1012353,919SH SOLE 3,91900
CHEVRON CORP NEWCOM1667641009,580113,440SH SOLE 113,44000
CHIPOTLE MEXICAN GRILL INCCOM169656105381275SH SOLE 27500
CHURCH & DWIGHT INCCOM1713401024615,288SH SOLE 5,28800
CITIGROUP INCCOM NEW1729674243,08650,052SH SOLE 50,05200
CITRIX SYS INCCOM1773761004,64335,691SH SOLE 35,69100
CLOROX CO DELCOM1890541091,2656,263SH SOLE 6,26300
COCA COLA COCOM1912161002,98854,485SH SOLE 54,48500
COLGATE PALMOLIVE COCOM1941621032,37327,754SH SOLE 27,75400
CONOCOPHILLIPSCOM20825C1042,17854,453SH SOLE 54,45300
CONSOLIDATED EDISON INCCOM2091151041,38119,104SH SOLE 19,10400
CONSTELLATION BRANDS INCCL A21036P1082431,109SH SOLE 1,10900
CORNING INCCOM2193501052306,396SH SOLE 6,39600
CORTEVA INCCOM22052L10464116,564SH SOLE 16,56400
CROWN CASTLE INTL CORP NEWCOM22822V1014552,860SH SOLE 2,86000
DANAHER CORPORATIONCOM2358511029714,369SH SOLE 4,36900
DEERE & COCOM2441991057322,721SH SOLE 2,72100
DELTA AIR LINES INC DELCOM NEW2473617022215,486SH SOLE 5,48600
DIGITAL RLTY TR INCCOM2538681034,61433,071SH SOLE 33,07100
DISNEY WALT COCOM2546871068,67547,883SH SOLE 47,88300
DISCOVER FINL SVCSCOM2547091081,82220,123SH SOLE 20,12300
DOLLAR GEN CORP NEWCOM2566771052,65912,644SH SOLE 12,64400
DOMINION ENERGY INCCOM25746U1097,901105,064SH SOLE 105,06400
DOMINOS PIZZA INCCOM25754A2012,0195,266SH SOLE 5,26600
DOW INCCOM2605571033,02554,511SH SOLE 54,51100
DUPONT DE NEMOURS INCCOM26614N1023,37547,468SH SOLE 47,46800
EOG RES INCCOM26875P1012044,098SH SOLE 4,09800
ECOLAB INCCOM2788651004111,901SH SOLE 1,90100
EDWARDS LIFESCIENCES CORPCOM28176E1082,65729,123SH SOLE 29,12300
EMERSON ELEC COCOM29101110410,301128,170SH SOLE 128,17000
EQUINIX INCCOM29444U7002,3563,299SH SOLE 3,29900
EVERSOURCE ENERGYCOM30040W1086557,574SH SOLE 7,57400
EXPEDITORS INTL WASH INCCOM3021301096286,605SH SOLE 6,60500
FEDEX CORPCOM31428X1062,2698,738SH SOLE 8,73800
FIDELITY NATL INFORMATION SVCOM31620M1061,0827,650SH SOLE 7,65000
FORD MTR CO DELCOM3453708601,669189,821SH SOLE 189,82100
FORTINET INCCOM34959E1091,1107,476SH SOLE 7,47600
FREEPORT-MCMORAN INCCL B35671D8572609,980SH SOLE 9,98000
GENERAL DYNAMICS CORPCOM3695501082361,583SH SOLE 1,58300
GENERAL ELECTRIC COCOM36960410372867,442SH SOLE 67,44200
GENERAL MLS INCCOM3703341043045,162SH SOLE 5,16200
GENERAL MTRS COCOM37045V1004,14499,516SH SOLE 99,51600
HCA HEALTHCARE INCCOM40412C1012951,794SH SOLE 1,79400
HP INCCOM40434L10527211,070SH SOLE 11,07000
HEALTHPEAK PROPERTIES INCCOM42250P1033,819126,320SH SOLE 126,32000
HESS CORPCOM42809H1072604,926SH SOLE 4,92600
HEWLETT PACKARD ENTERPRISE CCOM42824C10934629,227SH SOLE 29,22700
HILTON WORLDWIDE HLDGS INCCOM43300A2032101,889SH SOLE 1,88900
HONEYWELL INTL INCCOM4385161064,89923,034SH SOLE 23,03400
HUMANA INCCOM444859102373910SH SOLE 91000
ILLINOIS TOOL WKS INCCOM4523081094001,961SH SOLE 1,96100
INGERSOLL RAND INCCOM45687V1063,82884,016SH SOLE 84,01600
INTERCONTINENTAL EXCHANGE INCOM45866F1044,01534,829SH SOLE 34,82900
INTERNATIONAL FLAVORS&FRAGRACOM4595061015214,783SH SOLE 4,78300
JOHNSON & JOHNSONCOM4781601047,00444,501SH SOLE 44,50100
KELLOGG COCOM48783610817,270277,517SH SOLE 277,51700
KEYSIGHT TECHNOLOGIES INCCOM49338L1033,28824,890SH SOLE 24,89000
KIMBERLY-CLARK CORPCOM4943681033242,401SH SOLE 2,40100
KINDER MORGAN INC DELCOM49456B10119814,488SH SOLE 14,48800
KROGER COCOM5010441014,714148,420SH SOLE 148,42000
LAUDER ESTEE COS INCCL A5184391043961,489SH SOLE 1,48900
LENNAR CORPCL A5260571046047,925SH SOLE 7,92500
LILLY ELI & COCOM5324571081,95111,554SH SOLE 11,55400
LOWES COS INCCOM5486611078014,990SH SOLE 4,99000
MSCI INCCOM55354G100246552SH SOLE 55200
MARATHON OIL CORPCOM56584910614521,687SH SOLE 21,68700
MARATHON PETE CORPCOM56585A1021,05825,582SH SOLE 25,58200
MCDONALDS CORPCOM5801351011,4626,813SH SOLE 6,81300
MERCK & CO. INCCOM58933Y1058,762107,116SH SOLE 107,11600
METLIFE INCCOM59156R1083016,413SH SOLE 6,41300
MID-AMER APT CMNTYS INCCOM59522J1031,62912,858SH SOLE 12,85800
MOLSON COORS BEVERAGE COCL B60871R2091,13425,100SH SOLE 25,10000
MOODYS CORPCOM6153691053191,098SH SOLE 1,09800
MOTOROLA SOLUTIONS INCCOM NEW6200763072,11512,434SH SOLE 12,43400
NEWMONT CORPCOM6516391066,003100,227SH SOLE 100,22700
NORFOLK SOUTHN CORPCOM6558441084641,953SH SOLE 1,95300
NORTHROP GRUMMAN CORPCOM6668071023121,023SH SOLE 1,02300
ORACLE CORPCOM68389X10512,761197,269SH SOLE 197,26900
OTIS WORLDWIDE CORPCOM68902V1076229,207SH SOLE 9,20700
PNC FINL SVCS GROUP INCCOM6934751055053,391SH SOLE 3,39100
PPG INDS INCCOM6935061078746,058SH SOLE 6,05800
PARKER-HANNIFIN CORPCOM7010941044,62016,960SH SOLE 16,96000
PFIZER INCCOM7170811033,960107,588SH SOLE 107,58800
PRICE T ROWE GROUP INCCOM74144T1081,2518,266SH SOLE 8,26600
PROCTER AND GAMBLE COCOM74271810914,611105,010SH SOLE 105,01000
PROGRESSIVE CORPCOM7433151034,74547,989SH SOLE 47,98900
PROLOGIS INC.COM74340W1034924,936SH SOLE 4,93600
PUBLIC STORAGECOM74460D1092391,035SH SOLE 1,03500
QUEST DIAGNOSTICS INCCOM74834L1002,19918,451SH SOLE 18,45100
RAYTHEON TECHNOLOGIES CORPCOM75513E1013,34046,702SH SOLE 46,70200
RESMED INCCOM761152107210989SH SOLE 98900
ROPER TECHNOLOGIES INCCOM776696106307711SH SOLE 71100
S&P GLOBAL INCCOM78409V1045231,591SH SOLE 1,59100
SBA COMMUNICATIONS CORP NEWCL A78410G104214760SH SOLE 76000
SVB FINANCIAL GROUPCOM78486Q1012,2325,754SH SOLE 5,75400
SALESFORCE COM INCCOM79466L3021,6047,209SH SOLE 7,20900
SCHLUMBERGER LTDCOM8068571081,09149,967SH SOLE 49,96700
SCHWAB CHARLES CORPCOM8085131054708,864SH SOLE 8,86400
SERVICENOW INCCOM81762P102409743SH SOLE 74300
SOUTHERN COCOM8425871075879,559SH SOLE 9,55900
SOUTHWEST AIRLS COCOM84474110888819,046SH SOLE 19,04600
STATE STR CORPCOM8574771034,44161,024SH SOLE 61,02400
STRYKER CORPORATIONCOM8636671017142,915SH SOLE 2,91500
SYSCO CORPCOM8718291072613,511SH SOLE 3,51100
TJX COS INC NEWCOM87254010974610,918SH SOLE 10,91800
TAKE-TWO INTERACTIVE SOFTWARCOM8740541091,4296,878SH SOLE 6,87800
TARGET CORPCOM87612E1063,37719,127SH SOLE 19,12700
THERMO FISHER SCIENTIFIC INCCOM8835561021,2202,619SH SOLE 2,61900
3M COCOM88579Y1018624,931SH SOLE 4,93100
TRACTOR SUPPLY COCOM8923561066,06543,143SH SOLE 43,14300
TRANSDIGM GROUP INCCOM893641100212342SH SOLE 34200
TRAVELERS COMPANIES INCCOM89417E1092721,940SH SOLE 1,94000
TRUIST FINL CORPCOM89832Q1094659,699SH SOLE 9,69900
TWITTER INCCOM90184L1022885,310SH SOLE 5,31000
VALERO ENERGY CORPCOM91913Y1003826,757SH SOLE 6,75700
VERIZON COMMUNICATIONS INCCOM92343V10414,248242,515SH SOLE 242,51500
VIATRIS INCCOM92556V10625213,443SH SOLE 13,44300
WALMART INCCOM9311421033,17222,005SH SOLE 22,00500
WASTE MGMT INC DELCOM94106L1095,93750,346SH SOLE 50,34600
WELLS FARGO CO NEWCOM94974610127,145899,447SH SOLE 899,44700
WESTERN UN COCOM9598021091,42264,814SH SOLE 64,81400
YUM BRANDS INCCOM9884981012592,390SH SOLE 2,39000
ZIMMER BIOMET HOLDINGS INCCOM98956P1022061,338SH SOLE 1,33800
ZOETIS INCCL A98978V1035193,137SH SOLE 3,13700
AMCOR PLCORDG0250X10713111,145SH SOLE 11,14500
AON PLCSHS CL AG0403H1083231,529SH SOLE 1,52900
ACCENTURE PLC IRELANDSHS CLASS AG1151C1011,0974,201SH SOLE 4,20100
EATON CORP PLCSHSG291831031,34011,155SH SOLE 11,15500
IHS MARKIT LTDSHSG475671052252,507SH SOLE 2,50700
JOHNSON CTLS INTL PLCSHSG515021052385,101SH SOLE 5,10100
LINDE PLCSHSG5494J1031,8016,836SH SOLE 6,83600
MEDTRONIC PLCSHSG5960L1031,33811,424SH SOLE 11,42400
APTIV PLCSHSG6095L1092351,804SH SOLE 1,80400
SEAGATE TECHNOLOGY PLCSHSG7945M1075,22784,090SH SOLE 84,09000
CHUBB LIMITEDCOMH1467J1045053,280SH SOLE 3,28000
GARMIN LTDSHSH2906T1095,92649,520SH SOLE 49,52000
AGCO CORPCOM0010841023663,555SH SOLE 3,55500
ASGN INCCOM00191U1022482,965SH SOLE 2,96500
ACADIA HEALTHCARE COMPANY INCOM00404A1092685,336SH SOLE 5,33600
ACI WORLDWIDE INCCOM0044981012506,501SH SOLE 6,50100
ACUITY BRANDS INCCOM00508Y1023522,908SH SOLE 2,90800
AECOMCOM00766T1004569,153SH SOLE 9,15300
AFFILIATED MANAGERS GROUP INCOM0082521082752,703SH SOLE 2,70300
ALLEGHANY CORP DELCOM017175100548908SH SOLE 90800
AMEDISYS INCCOM0234361085321,813SH SOLE 1,81300
AMERICAN CAMPUS CMNTYS INCCOM0248351003428,006SH SOLE 8,00600
AMERICAN FINL GROUP INC OHIOCOM0259321043554,050SH SOLE 4,05000
ANTERO MIDSTREAM CORPCOM03676B10214018,176SH SOLE 18,17600
APTARGROUP INCCOM0383361035103,724SH SOLE 3,72400
ARROW ELECTRS INCCOM0427351004384,501SH SOLE 4,50100
ARROWHEAD PHARMACEUTICALS INCOM04280A1004435,777SH SOLE 5,77700
ASHLAND GLOBAL HLDGS INCCOM0441861042793,523SH SOLE 3,52300
AUTONATION INCCOM05329W1022283,263SH SOLE 3,26300
AVIENT CORPORATIONCOM05368V1062095,185SH SOLE 5,18500
AXON ENTERPRISE INCCOM05464C1014243,457SH SOLE 3,45700
BJS WHSL CLUB HLDGS INCCOM05550J1012747,361SH SOLE 7,36100
BANK OZKCOM06417N1032116,752SH SOLE 6,75200
BIO-TECHNE CORPCOM09073M1046842,153SH SOLE 2,15300
BOSTON BEER INCCL A100557107511514SH SOLE 51400
BOYD GAMING CORPCOM1033041012074,822SH SOLE 4,82200
BRINKS COCOM1096961042173,014SH SOLE 3,01400
BRIXMOR PPTY GROUP INCCOM11120U10528717,354SH SOLE 17,35400
BROWN & BROWN INCCOM11523610162213,111SH SOLE 13,11100
BUILDERS FIRSTSOURCE INCCOM12008R1072185,334SH SOLE 5,33400
CDK GLOBAL INCCOM12508E1013677,073SH SOLE 7,07300
CIT GROUP INCCOM NEW1255818012055,707SH SOLE 5,70700
CMC MATERIALS INCCOM12571T1002561,695SH SOLE 1,69500
CNX RES CORPCOM12653C10812111,242SH SOLE 11,24200
CABLE ONE INCCOM12685J105650292SH SOLE 29200
CACI INTL INCCL A1271903043641,459SH SOLE 1,45900
CAESARS ENTERTAINMENT INC NECOM12769G10078710,602SH SOLE 10,60200
CAMDEN PPTY TRSH BEN INT1331311024084,080SH SOLE 4,08000
CARLISLE COS INCCOM1423391004913,142SH SOLE 3,14200
CARTERS INCCOM1462291092422,572SH SOLE 2,57200
CASEYS GEN STORES INCCOM1475281032761,543SH SOLE 1,54300
CERIDIAN HCM HLDG INCCOM15677J1087406,947SH SOLE 6,94700
CHAMPIONX CORPORATIONCOM15872M10416610,834SH SOLE 10,83400
CHARLES RIV LABS INTL INCCOM1598641076932,774SH SOLE 2,77400
CHEMED CORP NEWCOM16359R103473889SH SOLE 88900
CHURCHILL DOWNS INCCOM1714841084022,065SH SOLE 2,06500
CIENA CORPCOM NEW1717793094548,581SH SOLE 8,58100
CIMAREX ENERGY COCOM1717981012145,700SH SOLE 5,70000
CIRRUS LOGIC INCCOM1727551002683,261SH SOLE 3,26100
CLEAN HARBORS INCCOM1844961072182,859SH SOLE 2,85900
COGNEX CORPCOM1924221037769,665SH SOLE 9,66500
COHERENT INCCOM1924791032181,455SH SOLE 1,45500
COMMERCE BANCSHARES INCCOM2005251033966,030SH SOLE 6,03000
CONCENTRIX CORPCOM20602D1012352,380SH SOLE 2,38000
CORESITE RLTY CORPCOM21870Q1052862,286SH SOLE 2,28600
CORELOGIC INCCOM21871D1033514,544SH SOLE 4,54400
COTY INCCOM CL A2220702038512,121SH SOLE 12,12100
COUSINS PPTYS INCCOM NEW2227955022868,551SH SOLE 8,55100
CREE INCCOM2254471016656,276SH SOLE 6,27600
CULLEN FROST BANKERS INCCOM2298991093073,516SH SOLE 3,51600
CURTISS WRIGHT CORPCOM2315611012702,322SH SOLE 2,32200
CYRUSONE INCCOM23283R1004826,595SH SOLE 6,59500
DARLING INGREDIENTS INCCOM2372661015289,147SH SOLE 9,14700
DECKERS OUTDOOR CORPCOM2435371074491,565SH SOLE 1,56500
DICKS SPORTING GOODS INCCOM2533931022153,832SH SOLE 3,83200
DONALDSON INCCOM2576511093947,045SH SOLE 7,04500
DOUGLAS EMMETT INCCOM25960P1092809,604SH SOLE 9,60400
EQT CORPCOM26884L10918914,895SH SOLE 14,89500
EAST WEST BANCORP INCCOM27579R1044057,991SH SOLE 7,99100
EASTGROUP PPTYS INCCOM2772761013092,238SH SOLE 2,23800
EATON VANCE CORPCOM NON VTG2782651034756,992SH SOLE 6,99200
ENCOMPASS HEALTH CORPCOM29261A1004755,745SH SOLE 5,74500
ENPHASE ENERGY INCCOM29355A1075,40030,777SH SOLE 30,77700
EQUITRANS MIDSTREAM CORPCOM29460010114217,640SH SOLE 17,64000
ESSENTIAL UTILS INCCOM29670G10259512,576SH SOLE 12,57600
EVERCORE INCCLASS A29977A1052582,355SH SOLE 2,35500
EXELIXIS INCCOM30161Q10435517,704SH SOLE 17,70400
F N B CORPCOM30252010118619,578SH SOLE 19,57800
FTI CONSULTING INCCOM3029411092282,044SH SOLE 2,04400
FACTSET RESH SYS INCCOM3030751057132,145SH SOLE 2,14500
FAIR ISAAC CORPCOM3032501048371,637SH SOLE 1,63700
FIRST AMERN FINL CORPCOM31847R1023386,545SH SOLE 6,54500
FIRST FINL BANKSHARESCOM32020R1092867,915SH SOLE 7,91500
FIRST HORIZON CORPORATIONCOM32051710536828,810SH SOLE 28,81000
FIRST INDL RLTY TR INCCOM32054K1033127,397SH SOLE 7,39700
FIRST SOLAR INCCOM3364331075,10151,563SH SOLE 51,56300
FLOWERS FOODS INCCOM34349810125411,215SH SOLE 11,21500
FOOT LOCKER INCCOM3448491042385,887SH SOLE 5,88700
FOX FACTORY HLDG CORPCOM35138V1022162,044SH SOLE 2,04400
GENERAC HLDGS INCCOM3687361048063,546SH SOLE 3,54600
GENTEX CORPCOM37190110947514,012SH SOLE 14,01200
GENWORTH FINL INCCOM CL A37247D10611530,327SH SOLE 30,32700
GLOBUS MED INCCL A3795772082744,207SH SOLE 4,20700
GOODYEAR TIRE & RUBR COCOM38255010114813,550SH SOLE 13,55000
GRACO INCCOM3841091046819,415SH SOLE 9,41500
GRAND CANYON ED INCCOM38526M1062622,809SH SOLE 2,80900
GRUBHUB INCCOM4001101023965,328SH SOLE 5,32800
HAEMONETICS CORPCOM4050241003512,953SH SOLE 2,95300
HALOZYME THERAPEUTICS INCCOM40637H1093117,274SH SOLE 7,27400
HANOVER INS GROUP INCCOM4108671052492,130SH SOLE 2,13000
HARLEY DAVIDSON INCCOM4128221082867,782SH SOLE 7,78200
HAWAIIAN ELEC INDUSTRIESCOM4198701002256,349SH SOLE 6,34900
HEALTHCARE RLTY TRCOM4219461042337,860SH SOLE 7,86000
HEALTHEQUITY INCCOM42226A1072884,129SH SOLE 4,12900
HIGHWOODS PPTYS INCCOM4312841082406,044SH SOLE 6,04400
HILL ROM HLDGS INCCOM4314751023643,720SH SOLE 3,72000
HUDSON PAC PPTYS INCCOM4440971092,619109,029SH SOLE 109,02900
IAA INCCOM4492531034987,664SH SOLE 7,66400
ICU MED INCCOM44930G1072311,078SH SOLE 1,07800
ITT INCCOM45073V1083724,825SH SOLE 4,82500
IDACORP INCCOM4511071062822,936SH SOLE 2,93600
INGREDION INCCOM4571871023534,490SH SOLE 4,49000
INTEGRA LIFESCIENCES HLDGS CCOM NEW4579852082573,953SH SOLE 3,95300
INTERACTIVE BROKERS GROUP INCOM CL A45841N1072854,672SH SOLE 4,67200
JEFFERIES FINL GROUP INCCOM47233W10929712,062SH SOLE 12,06200
JETBLUE AWYS CORPCOM47714310122415,433SH SOLE 15,43300
JONES LANG LASALLE INCCOM48020Q1074453,002SH SOLE 3,00200
J2 GLOBAL INCCOM48123V1022472,527SH SOLE 2,52700
KBR INCCOM48242W1062467,951SH SOLE 7,95100
KEMPER CORPCOM4884011002643,430SH SOLE 3,43000
KILROY RLTY CORPCOM49427F1083265,682SH SOLE 5,68200
KNIGHT-SWIFT TRANSN HLDGS INCL A4990491042997,159SH SOLE 7,15900
KOHLS CORPCOM5002551043177,784SH SOLE 7,78400
LHC GROUP INCCOM50187A1072611,225SH SOLE 1,22500
LAMAR ADVERTISING CO NEWCL A5128161093704,442SH SOLE 4,44200
LANCASTER COLONY CORPCOM5138471032121,153SH SOLE 1,15300
LANDSTAR SYS INCCOM5150981012892,143SH SOLE 2,14300
LEAR CORPCOM NEW5218652044843,046SH SOLE 3,04600
LENNOX INTL INCCOM5261071075391,966SH SOLE 1,96600
LIFE STORAGE INCCOM53223X1073252,718SH SOLE 2,71800
LINCOLN ELEC HLDGS INCCOM5339001063953,398SH SOLE 3,39800
LITHIA MTRS INCCL A5367971033911,335SH SOLE 1,33500
LITTELFUSE INCCOM5370081043611,419SH SOLE 1,41900
LIVERAMP HLDGS INCCOM53815P1082743,739SH SOLE 3,73900
LUMENTUM HLDGS INCCOM55024U1094034,247SH SOLE 4,24700
MGIC INVT CORP WISCOM55284810320916,627SH SOLE 16,62700
MKS INSTRS INCCOM55306N1044783,176SH SOLE 3,17600
MSA SAFETY INCCOM5534981063102,076SH SOLE 2,07600
MSC INDL DIRECT INCCL A5535301062292,714SH SOLE 2,71400
MANHATTAN ASSOCS INCCOM5627501093733,548SH SOLE 3,54800
MANPOWERGROUP INCCOM56418H1002923,243SH SOLE 3,24300
MARRIOTT VACTINS WORLDWID COCOM57164Y1072872,090SH SOLE 2,09000
MASIMO CORPCOM5747951007672,858SH SOLE 2,85800
MATTEL INCCOM57708110234219,592SH SOLE 19,59200
MAXIMUS INCCOM5779331042573,508SH SOLE 3,50800
MEDICAL PPTYS TRUST INCCOM58463J30465730,150SH SOLE 30,15000
MERCURY SYS INCCOM5893781082853,236SH SOLE 3,23600
MIDDLEBY CORPCOM5962781013742,900SH SOLE 2,90000
MOLINA HEALTHCARE INCCOM60855R1007043,312SH SOLE 3,31200
MONOLITHIC PWR SYS INCCOM6098391058622,353SH SOLE 2,35300
MURPHY USA INCCOM6267551022051,569SH SOLE 1,56900
NCR CORP NEWCOM62886E1082697,171SH SOLE 7,17100
NATIONAL FUEL GAS CO N JCOM6361801012145,201SH SOLE 5,20100
NATIONAL INSTRS CORPCOM6365181023026,872SH SOLE 6,87200
NATIONAL RETAIL PROPERTIES ICOM6374171063648,890SH SOLE 8,89000
NAVIENT CORPORATIONCOM63938C10810410,555SH SOLE 10,55500
NEKTAR THERAPEUTICSCOM64026810817410,250SH SOLE 10,25000
NEOGEN CORPCOM6404911062062,604SH SOLE 2,60400
NEW YORK CMNTY BANCORP INCCOM64944510328927,428SH SOLE 27,42800
NEW YORK TIMES COCL A6501111074348,376SH SOLE 8,37600
NORDSON CORPCOM6556631025992,981SH SOLE 2,98100
OLD REP INTL CORPCOM68022310432816,627SH SOLE 16,62700
OLLIES BARGAIN OUTLET HLDGSCOM6811161092613,186SH SOLE 3,18600
OMEGA HEALTHCARE INVS INCCOM68193610046212,731SH SOLE 12,73100
ONE GAS INCCOM68235P1082953,844SH SOLE 3,84400
OSHKOSH CORPCOM6882392013413,965SH SOLE 3,96500
OWENS CORNING NEWCOM6907421014576,033SH SOLE 6,03300
PNM RES INCCOM69349H1072164,449SH SOLE 4,44900
PRA HEALTH SCIENCES INCCOM69354M1084623,685SH SOLE 3,68500
PTC INCCOM69370C1007366,156SH SOLE 6,15600
PARK HOTELS RESORTS INCCOM70051710522613,160SH SOLE 13,16000
PAYLOCITY HLDG CORPCOM70438V1064302,089SH SOLE 2,08900
PENN NATL GAMING INCCOM7075691096467,477SH SOLE 7,47700
PENUMBRA INCCOM70975L1073271,871SH SOLE 1,87100
PHYSICIANS RLTY TRCOM71943U10420411,481SH SOLE 11,48100
PINNACLE FINL PARTNERS INCCOM72346Q1042794,336SH SOLE 4,33600
POLARIS INCCOM7310681023293,450SH SOLE 3,45000
POST HLDGS INCCOM7374461043703,667SH SOLE 3,66700
POTLATCHDELTIC CORPORATIONCOM7376301032034,050SH SOLE 4,05000
PRIMERICA INCCOM74164M1082992,232SH SOLE 2,23200
PROG HOLDINGS INCCOM NPV74319R1012023,750SH SOLE 3,75000
PROSPERITY BANCSHARES INCCOM7436061053595,175SH SOLE 5,17500
QUIDEL CORPCOM74838J1013531,964SH SOLE 1,96400
RLI CORPCOM7496071072302,209SH SOLE 2,20900
RHCOM74967X103256571SH SOLE 57100
RAYONIER INCCOM7549071032297,791SH SOLE 7,79100
REGAL BELOIT CORPCOM7587501032812,291SH SOLE 2,29100
REINSURANCE GRP OF AMERICA ICOM NEW7593516044403,798SH SOLE 3,79800
RELIANCE STEEL & ALUMINUM COCOM7595091024363,641SH SOLE 3,64100
REPLIGEN CORPCOM7599161095232,730SH SOLE 2,73000
REXFORD INDL RLTY INCCOM76169C1003116,342SH SOLE 6,34200
ROYAL GOLD INCCOM7802871083903,663SH SOLE 3,66300
SEI INVTS COCOM7841171033956,867SH SOLE 6,86700
SLM CORPCOM78442P10626621,463SH SOLE 21,46300
SABRA HEALTH CARE REIT INCCOM78573L10620811,997SH SOLE 11,99700
SABRE CORPCOM78573M10419816,503SH SOLE 16,50300
SAILPOINT TECHNOLOGIES HLDGSCOM78781P1052384,474SH SOLE 4,47400
SCIENCE APPLICATIONS INTL COCOM8086251072702,858SH SOLE 2,85800
SCOTTS MIRACLE GRO COCL A8101861064602,308SH SOLE 2,30800
SELECTIVE INS GROUP INCCOM8163001072403,579SH SOLE 3,57900
SEMTECH CORPCOM8168501012653,680SH SOLE 3,68000
SENSIENT TECHNOLOGIES CORPCOM81725T10081511,049SH SOLE 11,04900
SERVICE CORP INTLCOM8175651044839,842SH SOLE 9,84200
SIGNATURE BK NEW YORK N YCOM82669G1044052,991SH SOLE 2,99100
SILICON LABORATORIES INCCOM8269191023222,527SH SOLE 2,52700
SKECHERS U S A INCCL A8305661052807,802SH SOLE 7,80200
SOLAREDGE TECHNOLOGIES INCCOM83417M1043,61611,332SH SOLE 11,33200
SONOCO PRODS COCOM8354951023465,832SH SOLE 5,83200
SPIRIT RLTY CAP INC NEWCOM NEW84860W3002345,819SH SOLE 5,81900
SPROUTS FMRS MKT INCCOM85208M1022,993148,918SH SOLE 148,91800
STEEL DYNAMICS INCCOM85811910041811,344SH SOLE 11,34400
STERICYCLE INCCOM8589121083685,309SH SOLE 5,30900
STERLING BANCORP DELCOM85917A10019710,983SH SOLE 10,98300
STIFEL FINL CORPCOM8606301022905,744SH SOLE 5,74400
STORE CAP CORPCOM86212110042312,450SH SOLE 12,45000
SUNRUN INCCOM86771W1055417,802SH SOLE 7,80200
SYNOVUS FINL CORPCOM NEW87161C5012668,228SH SOLE 8,22800
SYNEOS HEALTH INCCL A87166B1022563,752SH SOLE 3,75200
TCF FINL CORPCOM8723071033318,939SH SOLE 8,93900
TEGNA INCCOM87901J10517612,638SH SOLE 12,63800
TEMPUR SEALY INTL INCCOM88023U1012689,908SH SOLE 9,90800
TENET HEALTHCARE CORPCOM NEW88033G4072285,708SH SOLE 5,70800
TETRA TECH INC NEWCOM88162G1033483,009SH SOLE 3,00900
TEXAS ROADHOUSE INCCOM8826811092973,801SH SOLE 3,80100
THOR INDS INCCOM8851601012993,216SH SOLE 3,21600
TIMKEN COCOM8873891042973,835SH SOLE 3,83500
TOLL BROTHERS INCCOM8894781032876,613SH SOLE 6,61300
TOPBUILD CORPCOM89055F1033111,687SH SOLE 1,68700
TORO COCOM8910921085685,993SH SOLE 5,99300
TREX CO INCCOM89531P1051,71920,537SH SOLE 20,53700
TRIMBLE INCCOM89623910094414,131SH SOLE 14,13100
UGI CORP NEWCOM90268110540711,636SH SOLE 11,63600
UMPQUA HLDGS CORPCOM90421410322614,940SH SOLE 14,94000
UNITED STATES STL CORP NEWCOM91290910817210,245SH SOLE 10,24500
UNITED THERAPEUTICS CORP DELCOM91307C1023882,556SH SOLE 2,55600
UNIVERSAL DISPLAY CORPCOM91347P1052,64111,494SH SOLE 11,49400
VALLEY NATL BANCORPCOM91979410723023,601SH SOLE 23,60100
VALMONT INDS INCCOM9202531012091,193SH SOLE 1,19300
VALVOLINE INCCOM92047W10124210,450SH SOLE 10,45000
WATSCO INCCOM9426222004201,853SH SOLE 1,85300
WENDYS COCOM95058W10021910,001SH SOLE 10,00100
WEX INCCOM96208T1045132,522SH SOLE 2,52200
WILLIAMS SONOMA INCCOM9699041014424,345SH SOLE 4,34500
WINTRUST FINL CORPCOM97650W1082103,438SH SOLE 3,43800
WOODWARD INCCOM9807451033993,285SH SOLE 3,28500
WPX ENERGY INCCOM98212B10318422,561SH SOLE 22,56100
WYNDHAM DESTINATIONS INCCOM98310W1082194,878SH SOLE 4,87800
WYNDHAM HOTELS & RESORTS INCCOM98311A1053095,203SH SOLE 5,20300
XPO LOGISTICS INCCOM9837931006155,157SH SOLE 5,15700
ESSENT GROUP LTDCOMG3198U1022786,431SH SOLE 6,43100
HELEN OF TROY LTDCOMG4388N1063261,466SH SOLE 1,46600
JANUS HENDERSON GROUP PLCORD SHSG4474Y2142778,514SH SOLE 8,51400
JAZZ PHARMACEUTICALS PLCSHS USDG508711054832,926SH SOLE 2,92600
NVENT ELECTRIC PLCSHSG6700G1072189,376SH SOLE 9,37600
RENAISSANCERE HLDGS LTDCOMG7496G1034412,661SH SOLE 2,66100
AMN HEALTHCARE SVCS INCCOM0017441012163,159SH SOLE 3,15900
AEROJET ROCKETDYNE HLDGS INCCOM0078001052604,916SH SOLE 4,91600
ADVANCED ENERGY INDSCOM0079731002,09221,577SH SOLE 21,57700
AGREE REALTY CORPCOM0084921002293,443SH SOLE 3,44300
ALARM COM HLDGS INCCOM0116421053113,008SH SOLE 3,00800
BALCHEM CORPCOM0576652002512,175SH SOLE 2,17500
BRANDYWINE RLTY TRSH BEN INT NEW10536820313611,409SH SOLE 11,40900
BROOKS AUTOMATION INC NEWCOM1143401023364,959SH SOLE 4,95900
CLEVELAND-CLIFFS INC NEWCOM18589910139126,841SH SOLE 26,84100
COMMUNITY BK SYS INCCOM2036071062233,580SH SOLE 3,58000
CONMED CORPCOM2074101012151,921SH SOLE 1,92100
CROCS INCCOM2270461092844,536SH SOLE 4,53600
DIAMONDROCK HOSPITALITY COCOM25278430111113,438SH SOLE 13,43800
DIVERSIFIED HEALTHCARE TRCOM SH BEN INT25525P1077017,040SH SOLE 17,04000
8X8 INC NEWCOM2829141002406,972SH SOLE 6,97200
ENSIGN GROUP INCCOM29358P1012483,398SH SOLE 3,39800
EXPONENT INCCOM30214U1023123,470SH SOLE 3,47000
FIRST BANCORP P RCOM NEW31867270613514,668SH SOLE 14,66800
FORMFACTOR INCCOM3463751082225,154SH SOLE 5,15400
GLAUKOS CORPCOM3773221022102,792SH SOLE 2,79200
HMS HLDGS CORPCOM40425J1012195,951SH SOLE 5,95100
HELIX ENERGY SOLUTIONS GRP ICOM42330P1074410,407SH SOLE 10,40700
INNOVATIVE INDL PPTYS INCCOM45781V1012341,276SH SOLE 1,27600
INVESCO MORTGAGE CAPITAL INCCOM46131B1004312,843SH SOLE 12,84300
IRIDIUM COMMUNICATIONS INCCOM46269C1022827,161SH SOLE 7,16100
ITRON INCCOM4657411062422,522SH SOLE 2,52200
JOHN BEAN TECHNOLOGIES CORPCOM4778391042432,133SH SOLE 2,13300
KINSALE CAP GROUP INCCOM49714P1082851,426SH SOLE 1,42600
LCI INDSCOM50189K1032191,691SH SOLE 1,69100
LEXINGTON REALTY TRUSTCOM52904310119718,513SH SOLE 18,51300
LIVEPERSON INCCOM5381461012574,137SH SOLE 4,13700
MACYS INCCOM55616P10423520,860SH SOLE 20,86000
MERITAGE HOMES CORPCOM59001A1022042,469SH SOLE 2,46900
NATIONAL BEVERAGE CORPCOM6350171061,00511,833SH SOLE 11,83300
NEOGENOMICS INCCOM NEW64049M2094037,478SH SOLE 7,47800
NEW YORK MTG TR INCCOM PAR $.026496045019726,171SH SOLE 26,17100
OLD NATL BANCORP INDCOM68003310718311,042SH SOLE 11,04200
OMNICELL COMCOM68213N1093452,875SH SOLE 2,87500
PATTERSON-UTI ENERGY INCCOM7034811016612,535SH SOLE 12,53500
POWER INTEGRATIONS INCCOM7392761033294,019SH SOLE 4,01900
PROTO LABS INCCOM7437131092741,786SH SOLE 1,78600
RANGE RES CORPCOM75281A10910014,947SH SOLE 14,94700
RESIDEO TECHNOLOGIES INCCOM76118Y10425812,113SH SOLE 12,11300
RETAIL PPTYS AMER INCCL A76131V20210111,791SH SOLE 11,79100
SPS COMMERCE INCCOM78463M1072562,361SH SOLE 2,36100
SKYWEST INCCOM8308791022666,606SH SOLE 6,60600
SOUTHWESTERN ENERGY COCOM84546710911638,772SH SOLE 38,77200
STAMPS COM INCCOM NEW8528572002281,161SH SOLE 1,16100
TRUPANION INCCOM8982021062331,947SH SOLE 1,94700
UFP INDUSTRIES INCCOM90278Q1082284,112SH SOLE 4,11200
ULTRA CLEAN HLDGS INCCOM90385V1071,10135,351SH SOLE 35,35100
UNITI GROUP INCCOM91325V10815212,986SH SOLE 12,98600
VIAVI SOLUTIONS INCCOM92555010523015,351SH SOLE 15,35100
VONAGE HLDGS CORPCOM92886T20120015,519SH SOLE 15,51900
WD-40 COCOM929236107244918SH SOLE 91800
WATTS WATER TECHNOLOGIES INCCL A9427491022251,845SH SOLE 1,84500
YETI HLDGS INCCOM98585X1043214,682SH SOLE 4,68200
ASSURED GUARANTY LTDCOMG0585R1062086,616SH SOLE 6,61600
CAPRI HOLDINGS LIMITEDSHSG1890L10742510,108SH SOLE 10,10800
ENDO INTL PLCSHSG3040110610414,456SH SOLE 14,45600
ARES CAPITAL CORPCOM04010L10381748,361SH SOLE 48,36100
BARINGS BDC INCCOM06759L10323625,600SH SOLE 25,60000
FS KKR CAP CORP IICOM35952V30336522,281SH SOLE 22,28100
GOLUB CAP BDC INCCOM38173M10219413,750SH SOLE 13,75000
HERCULES CAPITAL INCCOM42709650824216,750SH SOLE 16,75000
MAIN STR CAP CORPCOM56035L1042487,700SH SOLE 7,70000
NEW MTN FIN CORPCOM64755110016514,500SH SOLE 14,50000
OAKTREE SPECIALTY LENDING COCOM67401P10810619,000SH SOLE 19,00000
OAKTREE STRATEGIC INCOME CORCOM67402D10410513,513SH SOLE 13,51300
OWL ROCK CAPITAL CORPORATIONCOM69121K10433426,375SH SOLE 26,37500
SIXTH STREET SPECIALTY LENDNCOM83012A10939819,200SH SOLE 19,20000
SOLAR CAP LTDCOM83413U10018810,729SH SOLE 10,72900
BP PLCSPONSORED ADR0556221041,73284,383SH SOLE 84,38300
ROYAL DUTCH SHELL PLCSPONS ADR A78025920670320,000SH SOLE 20,00000
ATLAS CORPSHARESY0436Q10927125,000SH SOLE 25,00000
AUTOHOME INCSP ADR RP CL A05278C1076286,300SH SOLE 6,30000
HDFC BANK LTDSPONSORED ADS40415F1014,15957,552SH SOLE 57,55200
INFOSYS LTDSPONSORED ADR45678810888852,383SH SOLE 52,38300
ARCO PLATFORM LTDCOM CL AG0455310650014,100SH SOLE 14,10000
ABB LTDSPONSORED ADR0003752042,68495,984SH SOLE 95,98400
BROOKFIELD RENEWABLE CORPCL A SUB VTG11284V1059,906170,000SH SOLE 170,00000
CANADIAN SOLAR INCCOM1366351092,15242,000SH SOLE 42,00000
DAQO NEW ENERGY CORPSPNSRD ADS NEW23703Q2035,16290,000SH SOLE 90,00000
EDITAS MEDICINE INCCOM28106W1033,78654,000SH SOLE 54,00000
HANNON ARMSTRONG SUST INFR CCOM41068X1004,06064,000SH SOLE 64,00000
HORIZON TECHNOLOGY FIN CORPCOM44045A1022,251170,000SH SOLE 170,00000
INTELLIA THERAPEUTICS INCCOM45826J1053,71668,300SH SOLE 68,30000
INVITAE CORPCOM46185L1033,97295,000SH SOLE 95,00000
JINKOSOLAR HLDG CO LTDSPONSORED ADR47759T1007,857127,000SH SOLE 127,00000
KANDI TECHNOLOGIES GROUP INCCOM4837091011,277185,000SH SOLE 185,00000
NATURAL GROCERS BY VITAMIN CCOM63888U1081,388101,000SH SOLE 101,00000
PACIFIC BIOSCIENCES CALIF INCOM69404D10849319,000SH SOLE 19,00000
SK TELECOM LTDSPONSORED ADR78440P1081,34655,000SH SOLE 55,00000
SQUARE INCCL A8522341032,52511,600SH SOLE 11,60000
STEELCASE INCCL A85815520375956,000SH SOLE 56,00000
STMICROELECTRONICS N VNY REGISTRY8610121022,50667,500SH SOLE 67,50000
SUNPOWER CORPCOM8676524064,282167,000SH SOLE 167,00000
SWITCH INCCL A87105L1041,817111,000SH SOLE 111,00000
TPI COMPOSITES INCCOM87266J1044,32882,000SH SOLE 82,00000
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS87403910015,029137,833SH SOLE 137,83300
10X GENOMICS INCCL A COM88025U1091,69912,000SH SOLE 12,00000
CRISPR THERAPEUTICS AGNAMEN AKTH171821085,71137,300SH SOLE 37,30000
CUREVAC N VCOMN2451R1051,94624,000SH SOLE 24,00000
MAXEON SOLAR TECHNOLOGIES LTSHSY584731021,75962,000SH SOLE 62,00000
NOKIA CORPSPONSORED ADR6549022043,397868,743SH SOLE 868,74300
UNILEVER PLCSPON ADR NEW9047677045,16785,601SH SOLE 85,60100
SCORPIO TANKERS INCNOTE 3.000% 5/180918TAB51,7851,875,000SH SOLE 1,875,00000
CANADIAN NATL RY COCOM1363751025474,980SH SOLE 4,98000
CANADIAN PAC RY LTDCOM13645t1009332,690SH SOLE 2,69000
COUPA SOFTWARE INCCOM22266l1065,08415,000SH SOLE 15,00000
MADISON SQUARE GRDN SPRT CORCL A55825t10314,55379,051SH SOLE 79,05100
MADISON SQUARE GRDN ENTERTNMCL A55826t1028,30479,051SH SOLE 79,05100
SLACK TECHNOLOGIES INCCOM CL A83088v1025,322125,999SH SOLE 125,99900
TECK RESOURCES LTDCL B87874220420911,500SH SOLE 11,50000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609w1021,3555,821SH SOLE 5,82100
ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR03524a1083084,400SH SOLE 4,40000
BHP GROUP LTDSPONSORED ADS0886061084126,300SH SOLE 6,30000
BRITISH AMERN TOB PLCSPONSORED ADR1104481072165,760SH SOLE 5,76000
CRH PLCADR12626k2031,32731,154SH SOLE 31,15400
DIAGEO PLCSPON ADR NEW25243q2053482,190SH SOLE 2,19000
GLAXOSMITHKLINE PLCSPONSORED ADR37733w10538110,341SH SOLE 10,34100
NICE LTDSPONSORED ADR6536561085061,785SH SOLE 1,78500
NOVARTIS AGSPONSORED ADR66987v1093213,400SH SOLE 3,40000
RIO TINTO PLCSPONSORED ADR7672041006318,390SH SOLE 8,39000
TAKEDA PHARMACEUTICAL CO LTDSPONSORED ADS87406020518310,068SH SOLE 10,06800
INVESCO QQQ TRUNIT SER 146090e1032,3847,600SH SOLE 7,60000
ISHARES TRU.S. REAL ES ETF4642877392252,627SH SOLE 2,62700
ISHARES TRMSCI EAFE ETF4642874656058,293SH SOLE 8,29300
ISHARES TRMSCI EMG MKT ETF4642872342725,265SH SOLE 5,26500
ISHARES TRRUSSELL 2000 ETF4642876558284,222SH SOLE 4,22200
ISHARES TRCORE S&P SCP ETF4642878044875,300SH SOLE 5,30000
ISHARES TRMSCI USA MIN VOL46429b6973405,004SH SOLE 5,00400
SPDR S&P 500 ETF TRTR UNIT78462f10317,48046,754SH SOLE 46,75400
SPDR SER TRS&P BIOTECH78464a8701,91513,600SH SOLE 13,60000
VANGUARD SCOTTSDALE FDSVNG RUS1000VAL92206c7142612,180SH SOLE 2,18000
ISHARES TR20 YR TR BD ETF4642874325583,536SH SOLE 3,53600