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HLDGS INC COM 43300A203 21310 228870 SH SOLE 228870 0 0 HOLLYFRONTIER CORP COM 436106108 8454 157600 SH SOLE 157600 0 0 HOLOGIC INC COM 436440101 22249 440655 SH SOLE 440655 0 0 HOME DEPOT INC COM 437076102 189885 818398 SH SOLE 818398 0 0 HONEYWELL INTL INC COM 438516106 131055 774557 SH SOLE 774557 0 0 HORMEL FOODS CORP COM 440452100 1255 28700 SH SOLE 28700 0 0 HOST HOTELS & RESORTS INC COM 44107P104 17789 1028874 SH SOLE 1028874 0 0 HUAZHU GROUP LTD SPONSORED ADS 44332N106 1433 43409 SH SOLE 43409 0 0 HUMANA INC COM 444859102 33179 129772 SH SOLE 129772 0 0 HUNT J B TRANS SVCS INC COM 445658107 741 6700 SH SOLE 6700 0 0 HUNTINGTON BANCSHARES INC COM 446150104 4826 338200 SH SOLE 338200 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 7958 37573 SH SOLE 37573 0 0 HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 617 34560 SH SOLE 34560 0 0 IAC INTERACTIVECORP COM 44919P508 37709 173000 SH SOLE 173000 0 0 IDEX CORP COM 45167R104 9071 55351 SH SOLE 55351 0 0 IDEXX LABS INC COM 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COM 493267108 20727 1161839 SH SOLE 1161839 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 17563 180600 SH SOLE 180600 0 0 KIMBERLY CLARK CORP COM 494368103 16580 116721 SH SOLE 116721 0 0 KIMCO RLTY CORP COM 49446R109 10962 525000 SH SOLE 525000 0 0 KINDER MORGAN INC DEL COM 49456B101 31838 1544776 SH SOLE 1544776 0 0 KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 7420 204400 SH SOLE 204400 0 0 KOHLS CORP COM 500255104 12734 256415 SH SOLE 256415 0 0 KONTOOR BRANDS INC COM 50050N103 7 201 SH SOLE 201 0 0 KRAFT HEINZ CO COM 500754106 3344 119700 SH SOLE 119700 0 0 KROGER CO COM 501044101 9586 371858 SH SOLE 371858 0 0 L BRANDS INC COM 501797104 2754 140565 SH SOLE 140565 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 16974 81356 SH SOLE 81356 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 44621 265600 SH SOLE 265600 0 0 LAM RESEARCH CORP COM 512807108 13635 59000 SH SOLE 59000 0 0 LAMB WESTON HLDGS INC COM 513272104 14435 198500 SH SOLE 198500 0 0 LAS VEGAS SANDS CORP COM 517834107 8976 155400 SH SOLE 155400 0 0 LAUDER ESTEE COS INC CL A 518439104 75422 379100 SH SOLE 379100 0 0 LEAR CORP COM NEW 521865204 601 5100 SH SOLE 5100 0 0 LEGGETT & PLATT INC COM 524660107 3599 87900 SH SOLE 87900 0 0 LENNAR CORP CL A 526057104 8570 153450 SH SOLE 153450 0 0 LENNOX INTL INC COM 526107107 632 2600 SH SOLE 2600 0 0 LIBERTY PPTY TR SH BEN INT 531172104 898 17500 SH SOLE 17500 0 0 LILLY ELI & CO COM 532457108 85917 768285 SH SOLE 768285 0 0 LINCOLN NATL CORP IND COM 534187109 28773 477013 SH SOLE 477013 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 40852 615800 SH SOLE 615800 0 0 LIVENT CORP COM 53814L108 388 58067 SH SOLE 58067 0 0 LOCKHEED MARTIN CORP COM 539830109 44889 115082 SH SOLE 115082 0 0 LOEWS CORP COM 540424108 17282 335696 SH SOLE 335696 0 0 LOWES COS INC COM 548661107 114544 1041690 SH SOLE 1041690 0 0 LULULEMON ATHLETICA INC COM 550021109 73945 384070 SH SOLE 384070 0 0 M & T BK CORP COM 55261F104 9907 62715 SH SOLE 62715 0 0 MSCI INC COM 55354G100 55562 255165 SH SOLE 255165 0 0 MACYS INC COM 55616P104 3549 228400 SH SOLE 228400 0 0 MANPOWERGROUP INC COM 56418H100 4288 50900 SH SOLE 50900 0 0 MARATHON OIL CORP COM 565849106 17821 1452412 SH SOLE 1452412 0 0 MARATHON PETE CORP COM 56585A102 2666 43886 SH SOLE 43886 0 0 MARKEL CORP COM 570535104 15 13 SH SOLE 13 0 0 MARKETAXESS HLDGS INC COM 57060D108 6386 19500 SH SOLE 19500 0 0 MARSH & MCLENNAN COS INC COM 571748102 68183 681488 SH SOLE 681488 0 0 MARRIOTT INTL INC NEW CL A 571903202 1552 12480 SH SOLE 12480 0 0 MARTIN MARIETTA MATLS INC COM 573284106 2083 7600 SH SOLE 7600 0 0 MASCO CORP COM 574599106 25775 618397 SH SOLE 618397 0 0 MASTERCARD INC CL A 57636Q104 290706 1070465 SH SOLE 1070465 0 0 MAXIM INTEGRATED PRODS INC COM 57772K101 11553 199498 SH SOLE 199498 0 0 MCDONALDS CORP COM 580135101 132612 617631 SH SOLE 617631 0 0 MCKESSON CORP COM 58155Q103 10916 79880 SH SOLE 79880 0 0 MELCO RESORTS AND ENTMT LTD ADR 585464100 1300 67000 SH SOLE 67000 0 0 MERCADOLIBRE INC COM 58733R102 1010 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1105161 SH SOLE 1105161 0 0 MOSAIC CO NEW COM 61945C103 10881 530800 SH SOLE 530800 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 42943 252000 SH SOLE 252000 0 0 NIO INC SPON ADS 62914V106 306 195900 SH SOLE 195900 0 0 NRG ENERGY INC COM NEW 629377508 40049 1011346 SH SOLE 1011346 0 0 NASDAQ INC COM 631103108 5282 53166 SH SOLE 53166 0 0 NATIONAL OILWELL VARCO INC COM 637071101 2198 103698 SH SOLE 103698 0 0 NATIONAL RETAIL PPTYS INC COM 637417106 164 2900 SH SOLE 2900 0 0 NETAPP INC COM 64110D104 2552 48600 SH SOLE 48600 0 0 NETFLIX INC COM 64110L106 68835 257211 SH SOLE 257211 0 0 NETEASE INC SPONSORED ADS 64110W102 16646 62536 SH SOLE 62536 0 0 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 13988 126292 SH SOLE 126292 0 0 NEWELL BRANDS INC COM 651229106 43 2300 SH SOLE 2300 0 0 NEWMONT GOLDCORP CORPORATION COM 651639106 32739 863568 SH SOLE 863568 0 0 NEWS CORP NEW CL A 65249B109 13919 999900 SH SOLE 999900 0 0 NEXTERA ENERGY INC COM 65339F101 92955 398965 SH SOLE 398965 0 0 NIKE INC CL B 654106103 77071 820600 SH SOLE 820600 0 0 NISOURCE INC COM 65473P105 7489 250311 SH SOLE 250311 0 0 NOBLE ENERGY INC COM 655044105 11274 501969 SH SOLE 501969 0 0 NORDSTROM INC COM 655664100 9915 294466 SH SOLE 294466 0 0 NORFOLK SOUTHERN CORP COM 655844108 68197 379591 SH SOLE 379591 0 0 NORTHERN TR CORP COM 665859104 1540 16500 SH SOLE 16500 0 0 NORTHROP GRUMMAN CORP COM 666807102 89574 238999 SH SOLE 238999 0 0 NUCOR CORP COM 670346105 545 10700 SH SOLE 10700 0 0 NVIDIA CORP COM 67066G104 61996 356156 SH SOLE 356156 0 0 OGE ENERGY CORP COM 670837103 13446 296300 SH SOLE 296300 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 20754 52080 SH SOLE 52080 0 0 OCCIDENTAL PETE CORP COM 674599105 17846 401305 SH SOLE 401305 0 0 OKTA INC CL A 679295105 8625 87600 SH SOLE 87600 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 13465 79217 SH SOLE 79217 0 0 OMNICOM GROUP INC COM 681919106 4001 51100 SH SOLE 51100 0 0 ON SEMICONDUCTOR CORP COM 682189105 4155 216279 SH SOLE 216279 0 0 ONEOK INC NEW COM 682680103 4679 63500 SH SOLE 63500 0 0 ORACLE CORP COM 68389X105 95237 1730633 SH SOLE 1730633 0 0 PNC FINL SVCS GROUP INC COM 693475105 23742 169394 SH SOLE 169394 0 0 PPG INDS INC COM 693506107 19244 162386 SH SOLE 162386 0 0 PPL CORP COM 69351T106 14025 445384 SH SOLE 445384 0 0 PVH CORP COM 693656100 3317 37600 SH SOLE 37600 0 0 PTC INC COM 69370C100 5079 74500 SH SOLE 74500 0 0 PACCAR INC COM 693718108 5951 85000 SH SOLE 85000 0 0 PACKAGING CORP AMER COM 695156109 2451 23100 SH SOLE 23100 0 0 PALO ALTO NETWORKS INC COM 697435105 2609 12800 SH SOLE 12800 0 0 PAMPA ENERGIA S A SPONS ADR LVL I 697660207 528 30390 SH SOLE 30390 0 0 PARKER HANNIFIN CORP COM 701094104 35872 198614 SH SOLE 198614 0 0 PARSLEY ENERGY INC CL A 701877102 210 12500 SH SOLE 12500 0 0 PAYCHEX INC COM 704326107 6522 78800 SH SOLE 78800 0 0 PAYPAL HLDGS INC COM 70450Y103 129280 1247994 SH SOLE 1247994 0 0 PEPSICO INC COM 713448108 179950 1312544 SH SOLE 1312544 0 0 PERKINELMER INC COM 714046109 1644 19300 SH SOLE 19300 0 0 PFIZER INC COM 717081103 157010 4369896 SH SOLE 4369896 0 0 PHILIP MORRIS INTL INC COM 718172109 91311 1202570 SH SOLE 1202570 0 0 PHILLIPS 66 COM 718546104 40548 395974 SH SOLE 395974 0 0 PINDUODUO INC SPONSORED ADS 722304102 4575 142000 SH SOLE 142000 0 0 PINNACLE WEST CAP CORP COM 723484101 12139 125055 SH SOLE 125055 0 0 PIONEER NAT RES CO COM 723787107 26373 209696 SH SOLE 209696 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 4644 218764 SH SOLE 218764 0 0 PRINCIPAL FINL GROUP INC COM 74251V102 10834 189600 SH SOLE 189600 0 0 PROCTER & GAMBLE CO COM 742718109 293214 2357403 SH SOLE 2357403 0 0 PROGRESSIVE CORP OHIO COM 743315103 65446 847196 SH SOLE 847196 0 0 PROLOGIS INC COM 74340W103 13206 154960 SH SOLE 154960 0 0 PRUDENTIAL FINL INC COM 744320102 28912 321418 SH SOLE 321418 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 19863 319955 SH SOLE 319955 0 0 PUBLIC STORAGE COM 74460D109 14618 59601 SH SOLE 59601 0 0 PULTE GROUP INC COM 745867101 2241 61300 SH SOLE 61300 0 0 QORVO INC COM 74736K101 14980 202053 SH SOLE 202053 0 0 QUALCOMM INC COM 747525103 64628 847244 SH SOLE 847244 0 0 QUEST DIAGNOSTICS INC COM 74834L100 289 2700 SH SOLE 2700 0 0 RALPH LAUREN CORP CL A 751212101 10179 106625 SH SOLE 106625 0 0 RAYMOND JAMES FINANCIAL INC COM 754730109 223 2700 SH SOLE 2700 0 0 RAYTHEON CO COM NEW 755111507 76555 390211 SH SOLE 390211 0 0 REALTY INCOME CORP COM 756109104 71 932 SH SOLE 932 0 0 REGENCY CTRS CORP COM 758849103 125 1800 SH SOLE 1800 0 0 REGENERON PHARMACEUTICALS COM 75886F107 11512 41500 SH SOLE 41500 0 0 REGENXBIO INC COM 75901B107 15592 437971 SH SOLE 437971 0 0 REGIONS FINL CORP NEW COM 7591EP100 16734 1057777 SH SOLE 1057777 0 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 2174 13600 SH SOLE 13600 0 0 REPUBLIC SVCS INC COM 760759100 3562 41152 SH SOLE 41152 0 0 ROBERT HALF INTL INC COM 770323103 15718 282400 SH SOLE 282400 0 0 ROCKWELL AUTOMATION INC COM 773903109 7960 48300 SH SOLE 48300 0 0 ROKU INC COM CL A 77543R102 2402 23600 SH SOLE 23600 0 0 ROLLINS INC COM 775711104 472 13850 SH SOLE 13850 0 0 ROPER TECHNOLOGIES INC COM 776696106 60816 170545 SH SOLE 170545 0 0 ROSS STORES INC COM 778296103 16748 152463 SH SOLE 152463 0 0 S&P GLOBAL INC COM 78409V104 44238 180577 SH SOLE 180577 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 30750 127514 SH SOLE 127514 0 0 SEI INVESTMENTS CO COM 784117103 9807 165500 SH SOLE 165500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 421562 1420500 SH SOLE 1420500 0 0 SALESFORCE COM INC COM 79466L302 124412 838128 SH SOLE 838128 0 0 SAREPTA THERAPEUTICS INC COM 803607100 12258 162741 SH SOLE 162741 0 0 HENRY SCHEIN INC COM 806407102 2540 40000 SH SOLE 40000 0 0 THE CHARLES SCHWAB CORPORATI COM 808513105 43388 1037248 SH SOLE 1037248 0 0 SEALED AIR CORP NEW COM 81211K100 20078 483683 SH SOLE 483683 0 0 SEMPRA ENERGY COM 816851109 45379 307426 SH SOLE 307426 0 0 SERVICENOW INC COM 81762P102 80775 318200 SH SOLE 318200 0 0 SHERWIN WILLIAMS CO COM 824348106 64366 117056 SH SOLE 117056 0 0 SIMON PPTY GROUP INC NEW COM 828806109 31513 202459 SH SOLE 202459 0 0 SIRIUS XM HLDGS INC COM 82968B103 25849 4132505 SH SOLE 4132505 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 9036 114014 SH SOLE 114014 0 0 SMITH A O CORP COM 831865209 4905 102800 SH SOLE 102800 0 0 SNAP ON INC COM 833034101 1331 8500 SH SOLE 8500 0 0 SNAP INC CL A 83304A106 9090 575300 SH SOLE 575300 0 0 SOUTHERN CO COM 842587107 57076 924004 SH SOLE 924004 0 0 SOUTHERN COPPER CORP COM 84265V105 1396 40900 SH SOLE 40900 0 0 SOUTHWEST AIRLS CO COM 844741108 13418 248431 SH SOLE 248431 0 0 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 136 2573 SH SOLE 2573 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 6484 78846 SH SOLE 78846 0 0 SPLUNK INC COM 848637104 1650 14000 SH SOLE 14000 0 0 SPRINT CORPORATION COM 85207U105 2770 448900 SH SOLE 448900 0 0 SQUARE INC CL A 852234103 48835 788300 SH SOLE 788300 0 0 STANLEY BLACK & DECKER INC COM 854502101 37251 257954 SH SOLE 257954 0 0 STARBUCKS CORP COM 855244109 94857 1072800 SH SOLE 1072800 0 0 STATE STR CORP COM 857477103 17189 290412 SH SOLE 290412 0 0 STEEL DYNAMICS INC COM 858119100 3531 118500 SH SOLE 118500 0 0 STRYKER CORP COM 863667101 81199 375400 SH SOLE 375400 0 0 SUNTRUST BKS INC COM 867914103 56951 827783 SH SOLE 827783 0 0 SYMANTEC CORP COM 871503108 142 6000 SH SOLE 6000 0 0 SYNOPSYS INC COM 871607107 53829 392200 SH SOLE 392200 0 0 SYNCHRONY FINL COM 87165B103 24307 713029 SH SOLE 713029 0 0 SYSCO CORP COM 871829107 71673 902683 SH SOLE 902683 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 13716 293700 SH SOLE 293700 0 0 TJX COS INC NEW COM 872540109 43752 784934 SH SOLE 784934 0 0 T MOBILE US INC COM 872590104 75674 960701 SH SOLE 960701 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4475 35700 SH SOLE 35700 0 0 TAL EDUCATION GROUP SPONSORED ADS 874080104 70926 2071435 SH SOLE 2071435 0 0 TARGET CORP COM 87612E106 23861 223188 SH SOLE 223188 0 0 TARGA RES CORP COM 87612G101 647 16100 SH SOLE 16100 0 0 TELECOM ARGENTINA S A SPON ADR REP B 879273209 425 42490 SH SOLE 42490 0 0 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 1624 127191 SH SOLE 127191 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 3317 482055 SH SOLE 482055 0 0 TEXAS INSTRS INC COM 882508104 97925 757700 SH SOLE 757700 0 0 TEXTRON INC COM 883203101 7956 162493 SH SOLE 162493 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 127326 437142 SH SOLE 437142 0 0 3M CO COM 88579Y101 54545 331781 SH SOLE 331781 0 0 TRACTOR SUPPLY CO COM 892356106 6298 69639 SH SOLE 69639 0 0 TRANSDIGM GROUP INC COM 893641100 3593 6900 SH SOLE 6900 0 0 TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204 269 31684 SH SOLE 31684 0 0 TRANSUNION COM 89400J107 6351 78300 SH SOLE 78300 0 0 TRAVELERS COMPANIES INC COM 89417E109 25983 174745 SH SOLE 174745 0 0 TRIPADVISOR INC COM 896945201 11110 287216 SH SOLE 287216 0 0 TWILIO INC CL A 90138F102 3596 32700 SH SOLE 32700 0 0 TWITTER INC COM 90184L102 1753 42544 SH SOLE 42544 0 0 II VI INC COM 902104108 1289 36600 SH SOLE 36600 0 0 TYSON FOODS INC CL A 902494103 49694 576900 SH SOLE 576900 0 0 UDR INC COM 902653104 16717 344816 SH SOLE 344816 0 0 UGI CORP NEW COM 902681105 13442 267400 SH SOLE 267400 0 0 US BANCORP DEL COM NEW 902973304 76548 1383226 SH SOLE 1383226 0 0 UBER TECHNOLOGIES INC COM 90353T100 740 24300 SH SOLE 24300 0 0 ULTA BEAUTY INC COM 90384S303 5790 23100 SH SOLE 23100 0 0 UNDER ARMOUR INC CL A 904311107 10963 549800 SH SOLE 549800 0 0 UNDER ARMOUR INC CL C 904311206 10918 602200 SH SOLE 602200 0 0 UNION PACIFIC CORP COM 907818108 68303 421676 SH SOLE 421676 0 0 UNITED AIRLINES HLDGS INC COM 910047109 6170 69784 SH SOLE 69784 0 0 UNITED PARCEL SERVICE INC CL B 911312106 38050 317560 SH SOLE 317560 0 0 UNITED RENTALS INC COM 911363109 4194 33650 SH SOLE 33650 0 0 UNITED TECHNOLOGIES CORP COM 913017109 51348 376124 SH SOLE 376124 0 0 UNITEDHEALTH GROUP INC COM 91324P102 198452 913181 SH SOLE 913181 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 11227 75475 SH SOLE 75475 0 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