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
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Alibaba Group Holding Ltd. Spo ADR 01609W102 809 5,900 SH   SOLE   5,900 0 0
Diageo plc Sponsored ADR ADR 25243Q205 213 1,500 SH   SOLE   1,500 0 0
Momo Inc Sponsored ADR Class A ADR 60879B107 408 17,200 SH   SOLE   17,200 0 0
Oil company LUKOIL PJSC Sponso ADR 69343P105 5,268 73,700 SH   SOLE   73,700 0 0
Public Joint-Stock Company Gaz ADR 368287207 5,288 1,194,000 SH   SOLE   1,194,000 0 0
Royal Dutch Shell Plc Sponsore ADR 780259206 4,201 72,100 SH   SOLE   72,100 0 0
Sberbank Russia OJSC Sponsored ADR 80585Y308 1,417 130,000 SH   SOLE   130,000 0 0
Total SA Sponsored ADR Class B ADR 89151E109 8,589 164,600 SH   SOLE   164,600 0 0
Asia Pacific Fund Inc COM 044901106 4,343 380,314 SH   SOLE   380,314 0 0
BlackRock Enhanced Government COM 09255K108 967 74,520 SH   SOLE   74,520 0 0
Blackrock Income Trust COM 09247F100 6,992 1,239,717 SH   SOLE   1,239,717 0 0
Duff&Phelps Utilities & Corpor COM 26432K108 2,102 255,733 SH   SOLE   255,733 0 0
EATON VANCE HIGH INCOME 2021 C COM 27829W101 277 31,032 SH   SOLE   31,032 0 0
High Income Securities Fund of COM 42968F108 5,090 571,911 SH   SOLE   571,911 0 0
Nuveen Build America Bond Fund COM 67074C103 10,948 565,508 SH   SOLE   565,508 0 0
EQUITY COMWLTH CUM PFD S D 6.5 PFD 294628201 6,875 272,281 SH   SOLE   272,281 0 0
WFC 7 1/2 12/31/49 Pfd PFD 949746804 1,010 800 SH   SOLE   800 0 0
AARONS INC COM PAR $0.50 COM 002535300 1,236 29,400 SH   SOLE   29,400 0 0
ABBOTT LABS COM 002824100 3,933 54,374 SH   SOLE   54,374 0 0
ABBVIE INC COM 00287Y109 9,135 99,089 SH   SOLE   99,089 0 0
AES Corporation COM 00130H105 953 65,900 SH   SOLE   65,900 0 0
AIR LEASE CORP CL A COM 00912X302 3,653 120,933 SH   SOLE   120,933 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 5,737 58,924 SH   SOLE   58,924 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 1,246 8,300 SH   SOLE   8,300 0 0
ALLISON TRANSMISSION HLDGS INC COM 01973R101 395 9,000 SH   SOLE   9,000 0 0
ALLY FINL INC COM 02005N100 773 34,100 SH   SOLE   34,100 0 0
ALTRIA GROUP INC COM 02209S103 2,109 42,700 SH   SOLE   42,700 0 0
AMEREN CORP COM 023608102 1,468 22,500 SH   SOLE   22,500 0 0
AMERICAN ELEC PWR INC COM 025537101 1,607 21,500 SH   SOLE   21,500 0 0
AMERICAN EXPRESS CO COM 025816109 1,020 10,700 SH   SOLE   10,700 0 0
AMERIPRISE FINL INC COM 03076C106 584 5,600 SH   SOLE   5,600 0 0
ANTHEM INC COM 036752103 2,390 9,100 SH   SOLE   9,100 0 0
APPLIED MATLS INC COM 038222105 1,310 40,000 SH   SOLE   40,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 733 12,600 SH   SOLE   12,600 0 0
AT&T Inc. COM 00206R102 5,081 178,021 SH   SOLE   178,021 0 0
AUTOZONE INC COM 053332102 4,790 5,714 SH   SOLE   5,714 0 0
AVANGRID INC COM 05351W103 2,369 47,300 SH   SOLE   47,300 0 0
Adobe Inc. COM 00724F101 17,215 76,091 SH   SOLE   76,091 0 0
Allergan plc COM G0177J108 1,631 12,200 SH   SOLE   12,200 0 0
Alliance Resource Partners L.P COM 01877R108 3,471 200,200 SH   SOLE   200,200 0 0
Alphabet Inc. Class C COM 02079K107 4,805 4,640 SH   SOLE   4,640 0 0
Altra Industrial Motion Corp. COM 02208R106 387 15,400 SH   SOLE   15,400 0 0
Amazon.com Inc. COM 023135106 1,953 1,300 SH   SOLE   1,300 0 0
American Water Works Company I COM 030420103 1,035 11,400 SH   SOLE   11,400 0 0
Amneal Pharmaceuticals Inc. Cl COM 03168L105 2,242 165,742 SH   SOLE   165,742 0 0
Apple Inc. COM 037833100 5,952 37,730 SH   SOLE   37,730 0 0
Arch Capital Group Ltd. COM G0450A105 788 29,500 SH   SOLE   29,500 0 0
Archer-Daniels-Midland Company COM 039483102 360 8,794 SH   SOLE   8,794 0 0
Arrow Electronics Inc. COM 042735100 883 12,800 SH   SOLE   12,800 0 0
Autoliv Inc. COM 052800109 604 8,600 SH   SOLE   8,600 0 0
Avery Dennison Corporation COM 053611109 629 7,000 SH   SOLE   7,000 0 0
Avnet Inc. COM 053807103 1,451 40,200 SH   SOLE   40,200 0 0
Axos Financial Inc. COM 05465C100 896 36,000 SH   SOLE   36,000 0 0
BANK AMER CORP COM 060505104 26,967 1,094,447 SH   SOLE   1,094,447 0 0
BECTON DICKINSON & CO COM 075887109 2,328 10,330 SH   SOLE   10,330 0 0
BOEING CO COM 097023105 1,322 4,100 SH   SOLE   4,100 0 0
BOOZ ALLEN HAMILTON HLDG CORP COM 099502106 811 18,000 SH   SOLE   18,000 0 0
BROADCOM INC COM 11135F101 3,367 13,241 SH   SOLE   13,241 0 0
BRUNSWICK CORP COM 117043109 7,816 168,270 SH   SOLE   168,270 0 0
Black Hills Corporation COM 092113109 879 14,000 SH   SOLE   14,000 0 0
Booking Holdings Inc. COM 09857L108 1,033 600 SH   SOLE   600 0 0
Bristol-Myers Squibb Company COM 110122108 2,833 54,508 SH   SOLE   54,508 0 0
CBS CORP NEW CL B COM 124857202 1,224 28,000 SH   SOLE   28,000 0 0
CDK Global Inc COM 12508E101 9,007 188,121 SH   SOLE   188,121 0 0
CDW Corp. COM 12514G108 2,496 30,800 SH   SOLE   30,800 0 0
CITIGROUP INC COM NEW COM 172967424 2,296 44,100 SH   SOLE   44,100 0 0
CNO Financial Group Inc. COM 12621E103 2,716 182,500 SH   SOLE   182,500 0 0
COCA COLA CO COM 191216100 999 21,100 SH   SOLE   21,100 0 0
CONAGRA BRANDS INC COM 205887102 255 11,938 SH   SOLE   11,938 0 0
CONSTELLATION BRANDS INC CL A COM 21036P108 531 3,300 SH   SOLE   3,300 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 468 18,400 SH   SOLE   18,400 0 0
CSX Corporation COM 126408103 2,585 41,600 SH   SOLE   41,600 0 0
CVR Energy Inc. COM 12662P108 328 9,500 SH   SOLE   9,500 0 0
CVS Health Corporation COM 126650100 288 4,400 SH   SOLE   4,400 0 0
Cabot Corporation COM 127055101 678 15,800 SH   SOLE   15,800 0 0
Cabot Oil & Gas Corporation COM 127097103 6,313 282,440 SH   SOLE   282,440 0 0
Callon Petroleum Company COM 13123X102 2,605 401,400 SH   SOLE   401,400 0 0
Canadian Pacific Railway Limit COM 13645T100 7,223 40,664 SH   SOLE   40,664 0 0
Carrizo Oil & Gas Inc. COM 144577103 2,753 243,800 SH   SOLE   243,800 0 0
Celanese Corporation Class A COM 150870103 900 10,000 SH   SOLE   10,000 0 0
Celgene Corporation COM 151020104 10,410 162,431 SH   SOLE   162,431 0 0
Centene Corporation COM 15135B101 2,584 22,411 SH   SOLE   22,411 0 0
Centennial Resource Developmen COM 15136A102 2,041 185,200 SH   SOLE   185,200 0 0
CenterPoint Energy Inc. COM 15189T107 3,599 127,500 SH   SOLE   127,500 0 0
Chevron Corporation COM 166764100 24,412 224,400 SH   SOLE   224,400 0 0
Cigna Corporation COM 125509109 12,581 66,242 SH   SOLE   66,242 0 0
Cimarex Energy Co. COM 171798101 9,344 151,571 SH   SOLE   151,571 0 0
Citizens Financial Group Inc. COM 174610105 321 10,800 SH   SOLE   10,800 0 0
Cognizant Technology Solutions COM 192446102 1,985 31,263 SH   SOLE   31,263 0 0
Colgate-Palmolive Company COM 194162103 429 7,200 SH   SOLE   7,200 0 0
Comcast Corporation Class A COM 20030N101 3,906 114,700 SH   SOLE   114,700 0 0
ConocoPhillips COM 20825C104 4,664 74,800 SH   SOLE   74,800 0 0
Consolidated Edison Inc. COM 209115104 1,307 17,100 SH   SOLE   17,100 0 0
Consolidated Water Co. Ltd. COM G23773107 1,349 115,700 SH   SOLE   115,700 0 0
Corcept Therapeutics Incorpora COM 218352102 1,559 116,700 SH   SOLE   116,700 0 0
Cummins Inc. COM 231021106 4,457 33,350 SH   SOLE   33,350 0 0
D.R. Horton Inc. COM 23331A109 6,646 191,746 SH   SOLE   191,746 0 0
DTE Energy Company COM 233331107 3,761 34,100 SH   SOLE   34,100 0 0
DXC Technology Co. COM 23355L106 1,058 19,900 SH   SOLE   19,900 0 0
DaVita Inc. COM 23918K108 3,062 59,500 SH   SOLE   59,500 0 0
Diamondback Energy Inc. COM 25278X109 20,693 223,223 SH   SOLE   223,223 0 0
Dine Brands Global Inc. COM 254423106 902 13,400 SH   SOLE   13,400 0 0
Diodes Incorporated COM 254543101 1,768 54,813 SH   SOLE   54,813 0 0
Discover Financial Services COM 254709108 1,209 20,498 SH   SOLE   20,498 0 0
Dollar General Corporation COM 256677105 1,524 14,100 SH   SOLE   14,100 0 0
Dollar Tree Inc. COM 256746108 3,515 38,920 SH   SOLE   38,920 0 0
Dominion Energy Inc COM 25746U109 2,137 29,900 SH   SOLE   29,900 0 0
DowDuPont Inc. COM 26078J100 1,845 34,500 SH   SOLE   34,500 0 0
Duke Energy Corporation COM 26441C204 1,545 17,900 SH   SOLE   17,900 0 0
EOG Resources Inc. COM 26875P101 11,956 137,100 SH   SOLE   137,100 0 0
Eagle Materials Inc. COM 26969P108 5,739 94,036 SH   SOLE   94,036 0 0
East West Bancorp Inc. COM 27579R104 296 6,800 SH   SOLE   6,800 0 0
Eastman Chemical Company COM 277432100 2,215 30,300 SH   SOLE   30,300 0 0
Eaton Corp. Plc COM G29183103 412 6,000 SH   SOLE   6,000 0 0
Edison International COM 281020107 874 15,400 SH   SOLE   15,400 0 0
Edwards Lifesciences Corporati COM 28176E108 1,991 13,000 SH   SOLE   13,000 0 0
Electronic Arts Inc. COM 285512109 4,431 56,153 SH   SOLE   56,153 0 0
Eli Lilly and Company COM 532457108 3,830 33,100 SH   SOLE   33,100 0 0
Encore Capital Group Inc. COM 292554102 324 13,800 SH   SOLE   13,800 0 0
Essent Group Ltd. COM G3198U102 1,432 41,900 SH   SOLE   41,900 0 0
Euronet Worldwide Inc. COM 298736109 1,669 16,300 SH   SOLE   16,300 0 0
Evercore Inc Class A COM 29977A105 343 4,800 SH   SOLE   4,800 0 0
Evergy Inc. COM 30034W106 1,743 30,700 SH   SOLE   30,700 0 0
Eversource Energy COM 30040W108 1,151 17,700 SH   SOLE   17,700 0 0
Expedia Group Inc. COM 30212P303 586 5,200 SH   SOLE   5,200 0 0
Extreme Networks Inc. COM 30226D106 274 44,900 SH   SOLE   44,900 0 0
Exxon Mobil Corporation COM 30231G102 25,244 370,200 SH   SOLE   370,200 0 0
Facebook Inc. Class A COM 30303M102 4,664 35,577 SH   SOLE   35,577 0 0
FedEx Corporation COM 31428X106 1,100 6,820 SH   SOLE   6,820 0 0
Fifth Third Bancorp COM 316773100 2,720 115,602 SH   SOLE   115,602 0 0
First Commonwealth Financial C COM 319829107 1,906 157,750 SH   SOLE   157,750 0 0
First Midwest Bancorp Inc. COM 320867104 557 28,127 SH   SOLE   28,127 0 0
Five Below Inc. COM 33829M101 716 7,000 SH   SOLE   7,000 0 0
Forward Air Corporation COM 349853101 889 16,200 SH   SOLE   16,200 0 0
GALLAGHER ARTHUR J & CO COM 363576109 619 8,400 SH   SOLE   8,400 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 938 5,615 SH   SOLE   5,615 0 0
Global Payments Inc. COM 37940X102 1,238 12,000 SH   SOLE   12,000 0 0
Graphic Packaging Holding Comp COM 388689101 2,576 242,144 SH   SOLE   242,144 0 0
Gulfport Energy Corporation COM 402635304 3,069 468,600 SH   SOLE   468,600 0 0
HCA HEALTHCARE INC COM 40412C101 6,519 52,381 SH   SOLE   52,381 0 0
HOLLYFRONTIER CORP COM 436106108 1,524 29,821 SH   SOLE   29,821 0 0
HOME DEPOT INC COM 437076102 5,659 32,933 SH   SOLE   32,933 0 0
HUMANA INC COM 444859102 1,719 6,000 SH   SOLE   6,000 0 0
Hartford Financial Services Gr COM 416515104 840 18,900 SH   SOLE   18,900 0 0
HealthEquity Inc COM 42226A107 1,098 18,400 SH   SOLE   18,400 0 0
Huntsman Corporation COM 447011107 2,650 137,400 SH   SOLE   137,400 0 0
INGERSOLL-RAND PLC COM G47791101 425 4,660 SH   SOLE   4,660 0 0
INTEL CORP COM 458140100 4,074 86,800 SH   SOLE   86,800 0 0
IQVIA HLDGS INC COM 46266C105 1,468 12,638 SH   SOLE   12,638 0 0
International Business Machine COM 459200101 2,035 17,900 SH   SOLE   17,900 0 0
International Paper Company COM 460146103 3,297 81,700 SH   SOLE   81,700 0 0
JAZZ PHARMACEUTICALS PLC SHS U COM G50871105 14,106 113,794 SH   SOLE   113,794 0 0
JPMORGAN CHASE & CO COM 46625H100 21,021 215,332 SH   SOLE   215,332 0 0
KANSAS CITY SOUTHERN COM NEW COM 485170302 3,570 37,400 SH   SOLE   37,400 0 0
KB HOME COM 48666K109 506 26,500 SH   SOLE   26,500 0 0
KEYCORP NEW COM 493267108 8,439 570,996 SH   SOLE   570,996 0 0
KNIGHT SWIFT TRANSN HLDGS INC COM 499049104 376 15,000 SH   SOLE   15,000 0 0
LAM RESEARCH CORP COM 512807108 654 4,800 SH   SOLE   4,800 0 0
LAMB WESTON HLDGS INC COM 513272104 250 3,400 SH   SOLE   3,400 0 0
LEIDOS HLDGS INC COM 525327102 685 13,000 SH   SOLE   13,000 0 0
LENNAR CORP CL A COM 526057104 505 12,900 SH   SOLE   12,900 0 0
LGI HOMES INC COM 50187T106 638 14,100 SH   SOLE   14,100 0 0
LHC Group Inc. COM 50187A107 516 5,500 SH   SOLE   5,500 0 0
LIGAND PHARMACEUTICALS INC COM COM 53220K504 4,238 31,229 SH   SOLE   31,229 0 0
LINCOLN NATL CORP IND COM 534187109 5,590 108,952 SH   SOLE   108,952 0 0
LOGMEIN INC COM 54142L109 5,790 70,983 SH   SOLE   70,983 0 0
LOWES COS INC COM 548661107 8,944 96,843 SH   SOLE   96,843 0 0
Lululemon Athletica Inc COM 550021109 231 1,900 SH   SOLE   1,900 0 0
M D C HLDGS INC COM 552676108 1,352 48,100 SH   SOLE   48,100 0 0
MAGNA INTL INC COM 559222401 3,846 84,620 SH   SOLE   84,620 0 0
MARATHON PETE CORP COM 56585A102 17,063 289,158 SH   SOLE   289,158 0 0
MARTIN MARIETTA MATLS INC COM 573284106 3,439 20,010 SH   SOLE   20,010 0 0
MASCO CORP COM 574599106 8,672 296,565 SH   SOLE   296,565 0 0
MASTERCARD INCORPORATED CL A COM 57636Q104 17,567 93,121 SH   SOLE   93,121 0 0
MATADOR RES CO COM 576485205 2,073 133,500 SH   SOLE   133,500 0 0
MDU Resources Group Inc. COM 552690109 565 23,700 SH   SOLE   23,700 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 674 10,000 SH   SOLE   10,000 0 0
MEDNAX Inc. COM 58502B106 1,109 33,600 SH   SOLE   33,600 0 0
MERCK & CO INC COM 58933Y105 5,287 69,188 SH   SOLE   69,188 0 0
METHODE ELECTRS INC COM 591520200 452 19,400 SH   SOLE   19,400 0 0
MICRON TECHNOLOGY INC COM 595112103 704 22,200 SH   SOLE   22,200 0 0
MKS INSTRUMENT INC COM 55306N104 704 10,900 SH   SOLE   10,900 0 0
MOHAWK INDS INC COM 608190104 304 2,600 SH   SOLE   2,600 0 0
MONDELEZ INTL INC CL A COM 609207105 324 8,100 SH   SOLE   8,100 0 0
MONOLITHIC PWR SYS INC COM 609839105 14,490 124,649 SH   SOLE   124,649 0 0
MORGAN STANLEY COM NEW COM 617446448 2,601 65,600 SH   SOLE   65,600 0 0
MSCI INC COM 55354G100 1,828 12,400 SH   SOLE   12,400 0 0
MYLAN N V SHS EURO COM N59465109 1,534 56,000 SH   SOLE   56,000 0 0
Mellanox Technologies Ltd. COM M51363113 1,025 11,100 SH   SOLE   11,100 0 0
MetLife Inc. COM 59156R108 591 14,400 SH   SOLE   14,400 0 0
Monarch Casino & Resort Inc. COM 609027107 461 12,100 SH   SOLE   12,100 0 0
Motorola Solutions Inc. COM 620076307 1,565 13,600 SH   SOLE   13,600 0 0
NATIONAL FUEL GAS CO N J COM 636180101 681 13,300 SH   SOLE   13,300 0 0
NEWFIELD EXPL CO COM 651290108 2,184 148,980 SH   SOLE   148,980 0 0
NIKE Inc. Class B COM 654106103 12,932 174,423 SH   SOLE   174,423 0 0
NISOURCE INC COM 65473P105 1,377 54,300 SH   SOLE   54,300 0 0
NXP Semiconductors NV COM N6596X109 1,026 14,000 SH   SOLE   14,000 0 0
NetApp Inc. COM 64110D104 961 16,100 SH   SOLE   16,100 0 0
NextEra Energy Inc. COM 65339F101 2,642 15,200 SH   SOLE   15,200 0 0
PACCAR INC COM 693718108 823 14,400 SH   SOLE   14,400 0 0
PEPSICO INC COM 713448108 309 2,800 SH   SOLE   2,800 0 0
PERKINELMER INC COM 714046109 7,547 96,078 SH   SOLE   96,078 0 0
PGT INNOVATIONS INC COM 69336V101 363 22,900 SH   SOLE   22,900 0 0
PHILIP MORRIS INTL INC COM 718172109 1,656 24,800 SH   SOLE   24,800 0 0
PNC Financial Services Group I COM 693475105 1,147 9,810 SH   SOLE   9,810 0 0
PPL CORP COM 69351T106 992 35,000 SH   SOLE   35,000 0 0
PRA HEALTH SCIENCES INC COM 69354M108 11,031 119,958 SH   SOLE   119,958 0 0
PULTE GROUP INC COM 745867101 11,639 447,818 SH   SOLE   447,818 0 0
PVH Corp. COM 693656100 223 2,400 SH   SOLE   2,400 0 0
Packaging Corporation of Ameri COM 695156109 1,252 15,000 SH   SOLE   15,000 0 0
Parsley Energy Inc. Class A COM 701877102 10,189 637,617 SH   SOLE   637,617 0 0
Patrick Industries Inc. COM 703343103 272 9,200 SH   SOLE   9,200 0 0
Phillips 66 COM 718546104 6,625 76,900 SH   SOLE   76,900 0 0
Pinnacle West Capital Corporat COM 723484101 784 9,200 SH   SOLE   9,200 0 0
Pioneer Natural Resources Comp COM 723787107 7,391 56,200 SH   SOLE   56,200 0 0
Polaris Industries Inc. COM 731068102 6,242 81,408 SH   SOLE   81,408 0 0
Premier Inc. Class A COM 74051N102 1,536 41,132 SH   SOLE   41,132 0 0
Principal Financial Group Inc. COM 74251V102 1,637 37,053 SH   SOLE   37,053 0 0
Prudential Financial Inc. COM 744320102 1,867 22,900 SH   SOLE   22,900 0 0
QORVO INC COM 74736K101 2,809 46,260 SH   SOLE   46,260 0 0
Radian Group Inc. COM 750236101 571 34,900 SH   SOLE   34,900 0 0
Ralph Lauren Corporation Class COM 751212101 1,273 12,300 SH   SOLE   12,300 0 0
Regeneron Pharmaceuticals Inc. COM 75886F107 1,120 3,000 SH   SOLE   3,000 0 0
Ring Energy Inc. COM 76680V108 124 24,400 SH   SOLE   24,400 0 0
Rogers Corporation COM 775133101 1,074 10,839 SH   SOLE   10,839 0 0
Royal Caribbean Cruises Ltd. COM V7780T103 12,311 125,892 SH   SOLE   125,892 0 0
Ryder System Inc. COM 783549108 838 17,400 SH   SOLE   17,400 0 0
SEMPRA ENERGY COM 816851109 1,947 18,000 SH   SOLE   18,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 12,845 191,657 SH   SOLE   191,657 0 0
SRC Energy Inc COM 78470V108 3,989 848,745 SH   SOLE   848,745 0 0
SVB Financial Group COM 78486Q101 13,567 71,437 SH   SOLE   71,437 0 0
SYNNEX Corporation COM 87162W100 1,641 20,300 SH   SOLE   20,300 0 0
ScanSource Inc. COM 806037107 1,537 44,700 SH   SOLE   44,700 0 0
ServiceNow Inc. COM 81762P102 1,068 6,000 SH   SOLE   6,000 0 0
Signature Bank COM 82669G104 12,509 121,671 SH   SOLE   121,671 0 0
Southern Company COM 842587107 668 15,200 SH   SOLE   15,200 0 0
Stanley Black & Decker Inc. COM 854502101 886 7,400 SH   SOLE   7,400 0 0
Super Micro Computer Inc. COM 86800U104 1,957 141,800 SH   SOLE   141,800 0 0
Supernus Pharmaceuticals Inc. COM 868459108 2,766 83,274 SH   SOLE   83,274 0 0
Synovus Financial Corp. COM 87161C501 739 23,100 SH   SOLE   23,100 0 0
T-Mobile US Inc. COM 872590104 1,177 18,500 SH   SOLE   18,500 0 0
TE Connectivity Ltd. COM H84989104 1,082 14,300 SH   SOLE   14,300 0 0
TELEFLEX INC COM 879369106 11,875 45,943 SH   SOLE   45,943 0 0
TERADYNE INC COM 880770102 349 11,109 SH   SOLE   11,109 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 13,505 60,346 SH   SOLE   60,346 0 0
TJX COS INC NEW COM 872540109 497 11,102 SH   SOLE   11,102 0 0
TOLL BROTHERS INC COM 889478103 313 9,500 SH   SOLE   9,500 0 0
TOPBUILD CORP COM 89055F103 454 10,100 SH   SOLE   10,100 0 0
TOTAL SYS SVCS INC COM 891906109 4,857 59,750 SH   SOLE   59,750 0 0
Tapestry Inc. COM 876030107 951 28,176 SH   SOLE   28,176 0 0
Terex Corporation COM 880779103 430 15,600 SH   SOLE   15,600 0 0
U.S. Bancorp COM 902973304 2,861 62,600 SH   SOLE   62,600 0 0
ULTA BEAUTY INC COM 90384S303 2,901 11,850 SH   SOLE   11,850 0 0
UNION PAC CORP COM 907818108 12,884 93,209 SH   SOLE   93,209 0 0
UNITED INS HLDGS CORP COM 910710102 312 18,800 SH   SOLE   18,800 0 0
UNITED PARCEL SERVICE INC CL B COM 911312106 1,024 10,500 SH   SOLE   10,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,809 23,320 SH   SOLE   23,320 0 0
UNIVERSAL HLTH SVCS INC CL B COM 913903100 408 3,500 SH   SOLE   3,500 0 0
V.F. Corporation COM 918204108 2,932 41,100 SH   SOLE   41,100 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 4,330 26,130 SH   SOLE   26,130 0 0
VIACOM INC NEW CL B COM 92553P201 290 11,300 SH   SOLE   11,300 0 0
VISA INC COM CL A COM 92826C839 15,992 121,210 SH   SOLE   121,210 0 0
VOYA FINL INC COM 929089100 931 23,200 SH   SOLE   23,200 0 0
Valero Energy Corporation COM 91913Y100 4,078 54,400 SH   SOLE   54,400 0 0
WALMART INC COM 931142103 649 6,964 SH   SOLE   6,964 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 2,101 8,901 SH   SOLE   8,901 0 0
WHIRLPOOL CORP COM 963320106 422 3,947 SH   SOLE   3,947 0 0
Webster Financial Corporation COM 947890109 2,553 51,800 SH   SOLE   51,800 0 0
Wells Fargo & Company COM 949746101 1,064 23,100 SH   SOLE   23,100 0 0
WildHorse Resource Development COM 96812T102 4,363 309,200 SH   SOLE   309,200 0 0
William Lyon Homes Class A COM 552074700 143 13,401 SH   SOLE   13,401 0 0
Xcel Energy Inc. COM 98389B100 1,483 30,100 SH   SOLE   30,100 0 0
eBay Inc. COM 278642103 9,832 350,260 SH   SOLE   350,260 0 0
salesforce.com inc. COM 79466L302 953 6,960 SH   SOLE   6,960 0 0