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TRAVELERS COMPANIES INC COM 89417E109 3723 30429 SH SOLE 30429 0 0 TRIMBLE INC COM 896239100 910 27714 SH SOLE 27714 0 0 TRIPADVISOR INC COM 896945201 16519 296512 SH SOLE 296512 0 0 TUPPERWARE BRANDS CORP COM 899896104 724 17567 SH SOLE 17567 0 0 TWILIO INC CL A 90138F102 13560 242065 SH SOLE 242065 0 0 TWITTER INC COM 90184L102 103341 2366410 SH SOLE 2366410 0 0 TYLER TECHNOLOGIES INC COM 902252105 328 1477 SH SOLE 1477 0 0 TYSON FOODS INC CL A 902494103 9462 137428 SH SOLE 137428 0 0 U S G CORP COM NEW 903293405 5160 119662 SH SOLE 119662 0 0 UBIQUITI NETWORKS INC COM 90347A100 4231 49936 SH SOLE 49936 0 0 UBS GROUP AG SHS H42097107 5244 341840 SH SOLE 341840 0 0 ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 1420 18470 SH SOLE 18470 0 0 UNDER ARMOUR INC CL A 904311107 511 22748 SH SOLE 22748 0 0 URBAN OUTFITTERS INC COM 917047102 12869 288870 SH SOLE 288870 0 0 V F CORP COM 918204108 677 8300 SH SOLE 8300 0 0 VAIL RESORTS INC COM 91879Q109 2749 10025 SH SOLE 10025 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 20390 877379 SH SOLE 877379 0 0 VALERO ENERGY CORP NEW COM 91913Y100 56738 511939 SH SOLE 511939 0 0 VALVOLINE INC COM 92047W101 4211 195216 SH SOLE 195216 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 87942 2083922 SH SOLE 2083922 0 0 VARONIS SYS INC COM 922280102 276 3704 SH SOLE 3704 0 0 VERISIGN INC COM 92343E102 4601 33479 SH SOLE 33479 0 0 VIASAT INC COM 92552V100 1381 21010 SH SOLE 21010 0 0 VIRTU FINL INC CL A 928254101 2671 100596 SH SOLE 100596 0 0 VISHAY INTERTECHNOLOGY INC COM 928298108 2799 120649 SH SOLE 120649 0 0 VISTRA ENERGY CORP COM 92840M102 981 41472 SH SOLE 41472 0 0 VMWARE INC CL A COM 928563402 36184 246198 SH SOLE 246198 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 1665 68490 SH SOLE 68490 0 0 WABCO HLDGS INC COM 92927K102 7471 63844 SH SOLE 63844 0 0 WABTEC CORP COM 929740108 3418 34673 SH SOLE 34673 0 0 WALMART INC COM 931142103 119306 1392945 SH SOLE 1392945 0 0 WEBSTER FINL CORP CONN COM 947890109 643 10098 SH SOLE 10098 0 0 WEIGHT WATCHERS INTL INC NEW COM 948626106 2398 23723 SH SOLE 23723 0 0 WELLS FARGO CO NEW COM 949746101 22645 408458 SH SOLE 408458 0 0 WENDYS CO COM 95058W100 2642 153767 SH SOLE 153767 0 0 WESTROCK CO COM 96145D105 1065 18681 SH SOLE 18681 0 0 WEX INC COM 96208T104 7426 38984 SH SOLE 38984 0 0 WEYERHAEUSER CO COM 962166104 6381 175006 SH SOLE 175006 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 1126 51026 SH SOLE 51026 0 0 WHIRLPOOL CORP COM 963320106 1979 13532 SH SOLE 13532 0 0 WHITING PETE CORP NEW COM NEW 966387409 7484 141957 SH SOLE 141957 0 0 WILLIAMS SONOMA INC COM 969904101 5247 85491 SH SOLE 85491 0 0 WINGSTOP INC COM 974155103 1394 26755 SH SOLE 26755 0 0 WIX COM LTD SHS M98068105 7323 73010 SH SOLE 73010 0 0 WPX ENERGY INC COM 98212B103 16487 914437 SH SOLE 914437 0 0 WYNDHAM DESTINATIONS INC COM 98310W108 308 6951 SH SOLE 6951 0 0 WYNN RESORTS LTD COM 983134107 18574 110995 SH SOLE 110995 0 0 XPO LOGISTICS INC COM 983793100 10584 105653 SH SOLE 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