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EASTMAN CHEM CO COM 277432100 6128 83822 SH SOLE 83822 0 0 EATON VANCE CORP COM NON VTG 278265103 1871 53193 SH SOLE 53193 0 0 EBAY INC COM 278642103 20674 736503 SH SOLE 736503 0 0 EBIX INC COM NEW 278715206 882 20732 SH SOLE 20732 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 438 2862 SH SOLE 2862 0 0 ELECTRONIC ARTS INC COM 285512109 26037 329955 SH SOLE 329955 0 0 ENANTA PHARMACEUTICALS INC COM 29251M106 1110 15671 SH SOLE 15671 0 0 ENCANA CORP COM 292505104 7643 1322288 SH SOLE 1322288 0 0 ENCOMPASS HEALTH CORP COM 29261A100 2477 40146 SH SOLE 40146 0 0 ENSCO PLC SHS CLASS A G3157S106 129 36136 SH SOLE 36136 0 0 ENTERGY CORP NEW COM 29364G103 221 2573 SH SOLE 2573 0 0 EQUINIX INC COM PAR $0.001 29444U700 11885 33711 SH SOLE 33711 0 0 EQUINOR ASA SPONSORED ADR 29446M102 899 42479 SH SOLE 42479 0 0 EVERCORE INC CLASS A 29977A105 1879 26264 SH SOLE 26264 0 0 EXELON CORP COM 30161N101 632 14014 SH SOLE 14014 0 0 EXPEDIA GROUP INC COM NEW 30212P303 10169 90267 SH SOLE 90267 0 0 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33016 SH SOLE 33016 0 0 MOLSON COORS BREWING CO CL B 60871R209 4160 74069 SH SOLE 74069 0 0 MOMO INC ADR 60879B107 5016 211202 SH SOLE 211202 0 0 MYRIAD GENETICS INC COM 62855J104 698 24023 SH SOLE 24023 0 0 NABORS INDUSTRIES LTD SHS G6359F103 1126 562951 SH SOLE 562951 0 0 NATIONAL BEVERAGE CORP COM 635017106 637 8879 SH SOLE 8879 0 0 NATIONAL INSTRS CORP COM 636518102 1685 37134 SH SOLE 37134 0 0 NEKTAR THERAPEUTICS COM 640268108 10638 323645 SH SOLE 323645 0 0 NETFLIX INC COM 64110L106 48179 180001 SH SOLE 180001 0 0 NEUROCRINE BIOSCIENCES INC COM 64125C109 4331 60654 SH SOLE 60654 0 0 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 1437 26209 SH SOLE 26209 0 0 NEW RELIC INC COM 64829B100 669 8266 SH SOLE 8266 0 0 NIELSEN HLDGS PLC SHS EUR G6518L108 704 30185 SH SOLE 30185 0 0 NIKE INC CL B 654106103 4681 63135 SH SOLE 63135 0 0 NORDSTROM INC COM 655664100 387 8313 SH SOLE 8313 0 0 NORFOLK SOUTHERN CORP COM 655844108 7403 49505 SH SOLE 49505 0 0 NORTHROP GRUMMAN CORP COM 666807102 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SEMPRA ENERGY COM 816851109 1447 13370 SH SOLE 13370 0 0 SHUTTERFLY INC COM 82568P304 2512 62385 SH SOLE 62385 0 0 SITEONE LANDSCAPE SUPPLY INC COM 82982L103 1958 35421 SH SOLE 35421 0 0 SMUCKER J M CO COM NEW 832696405 310 3317 SH SOLE 3317 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 3759 107080 SH SOLE 107080 0 0 SONOCO PRODS CO COM 835495102 1258 23675 SH SOLE 23675 0 0 SONY CORP SPONSORED ADR 835699307 1472 30498 SH SOLE 30498 0 0 SOUTHERN COPPER CORP COM 84265V105 1749 56829 SH SOLE 56829 0 0 SOUTHWEST AIRLS CO COM 844741108 690 14849 SH SOLE 14849 0 0 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 23860 710332 SH SOLE 710332 0 0 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 524 12408 SH SOLE 12408 0 0 SPIRIT RLTY CAP INC NEW COM 84860W102 1034 29324 SH SOLE 29324 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 3197 28165 SH SOLE 28165 0 0 SQUARE INC CL A 852234103 40597 723779 SH SOLE 723779 0 0 STAMPS COM INC COM NEW 852857200 4069 26143 SH SOLE 26143 0 0 STARBUCKS CORP COM 855244109 35435 550230 SH SOLE 550230 0 0 STARS GROUP INC COM 85570W100 2175 131672 SH SOLE 131672 0 0 STATE STR CORP COM 857477103 3312 52506 SH SOLE 52506 0 0 STEEL DYNAMICS INC COM 858119100 4793 159542 SH SOLE 159542 0 0 STERICYCLE INC COM 858912108 511 13940 SH SOLE 13940 0 0 STITCH FIX INC COM CL A 860897107 3216 188184 SH SOLE 188184 0 0 STMICROELECTRONICS N V NY REGISTRY 861012102 3222 232150 SH SOLE 232150 0 0 SUPERIOR ENERGY SVCS INC COM 868157108 1389 414479 SH SOLE 414479 0 0 SUPERNUS PHARMACEUTICALS INC COM 868459108 1357 40842 SH SOLE 40842 0 0 SVB FINL GROUP COM 78486Q101 2123 11181 SH SOLE 11181 0 0 SYNCHRONY FINL COM 87165B103 8953 381642 SH SOLE 381642 0 0 SYNOVUS FINL CORP COM NEW 87161C501 3264 102042 SH SOLE 102042 0 0 SYSCO CORP COM 871829107 1565 24971 SH SOLE 24971 0 0 TABULA RASA HEALTHCARE INC COM 873379101 450 7064 SH SOLE 7064 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 240 2330 SH SOLE 2330 0 0 TAPESTRY INC COM 876030107 7410 219553 SH SOLE 219553 0 0 TATA MTRS LTD SPONSORED ADR 876568502 2074 170306 SH SOLE 170306 0 0 TE CONNECTIVITY LTD REG SHS H84989104 2643 34942 SH SOLE 34942 0 0 TELADOC HEALTH INC COM 87918A105 5952 120067 SH SOLE 120067 0 0 TELEPHONE & DATA SYS INC COM NEW 879433829 275 8463 SH SOLE 8463 0 0 TENET HEALTHCARE CORP COM NEW 88033G407 2032 118570 SH SOLE 118570 0 0 TENNECO INC CL A VTG COM STK 880349105 254 9267 SH SOLE 9267 0 0 TERADYNE INC COM 880770102 869 27700 SH SOLE 27700 0 0 TEXAS CAPITAL BANCSHARES INC COM 88224Q107 643 12584 SH SOLE 12584 0 0 TEXAS INSTRS INC COM 882508104 23692 250714 SH SOLE 250714 0 0 TIFFANY & CO NEW COM 886547108 8996 111734 SH SOLE 111734 0 0 TOLL BROTHERS INC COM 889478103 220 6693 SH SOLE 6693 0 0 TOPBUILD CORP COM 89055F103 1071 23810 SH SOLE 23810 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 2010 40434 SH SOLE 40434 0 0 TOTAL SYS SVCS INC COM 891906109 5803 71383 SH SOLE 71383 0 0 TRANSUNION COM 89400J107 4260 74993 SH SOLE 74993 0 0 TRAVELERS COMPANIES INC COM 89417E109 11271 94121 SH SOLE 94121 0 0 TREX CO INC COM 89531P105 550 9270 SH SOLE 9270 0 0 TUPPERWARE BRANDS CORP COM 899896104 1431 45333 SH SOLE 45333 0 0 U S SILICA HLDGS INC COM 90346E103 247 24290 SH SOLE 24290 0 0 UBS GROUP AG SHS H42097107 883 71295 SH SOLE 71295 0 0 UNILEVER N V N Y SHS NEW 904784709 3211 59679 SH SOLE 59679 0 0 UNILEVER PLC SPON ADR NEW 904767704 2601 49785 SH SOLE 49785 0 0 UNITED NAT FOODS INC COM 911163103 1559 147179 SH SOLE 147179 0 0 UNITED PARCEL SERVICE INC CL B 911312106 741 7594 SH SOLE 7594 0 0 V F CORP COM 918204108 10897 152751 SH SOLE 152751 0 0 VALERO ENERGY CORP NEW COM 91913Y100 20624 275096 SH SOLE 275096 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 24725 331568 SH SOLE 331568 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2530 19165 SH SOLE 19165 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 8125 178267 SH SOLE 178267 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 34856 914857 SH SOLE 914857 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 11967 246132 SH SOLE 246132 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 29084 783933 SH SOLE 783933 0 0 VARIAN MED SYS INC COM 92220P105 4374 38603 SH SOLE 38603 0 0 VARONIS SYS INC COM 922280102 1052 19888 SH SOLE 19888 0 0 VECTOR GROUP LTD COM 92240M108 120 12288 SH SOLE 12288 0 0 VEONEER INCORPORATED COM 92336X109 1148 48700 SH SOLE 48700 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 26727 475403 SH SOLE 475403 0 0 VIKING THERAPEUTICS INC COM 92686J106 161 20991 SH SOLE 20991 0 0 VISA INC COM CL A 92826C839 388 2940 SH SOLE 2940 0 0 VISTEON CORP COM NEW 92839U206 3112 51626 SH SOLE 51626 0 0 VMWARE INC CL A COM 928563402 847 6179 SH SOLE 6179 0 0 VONAGE HLDGS CORP COM 92886T201 1144 131000 SH SOLE 131000 0 0 VULCAN MATLS CO COM 929160109 7370 74596 SH SOLE 74596 0 0 W & T OFFSHORE INC COM 92922P106 159 38600 SH SOLE 38600 0 0 WEIGHT WATCHERS INTL INC NEW COM 948626106 5140 133339 SH SOLE 133339 0 0 WELBILT INC COM 949090104 996 89609 SH SOLE 89609 0 0 WELLCARE HEALTH PLANS INC COM 94946T106 10146 42976 SH SOLE 42976 0 0 WESTERN DIGITAL CORP COM 958102105 14042 379816 SH SOLE 379816 0 0 WESTLAKE CHEM CORP COM 960413102 4607 69628 SH SOLE 69628 0 0 WEYERHAEUSER CO COM 962166104 368 16830 SH SOLE 16830 0 0 WHIRLPOOL CORP COM 963320106 6831 63922 SH SOLE 63922 0 0 WHITING PETE CORP NEW COM NEW 966387409 6839 301427 SH SOLE 301427 0 0 WILLIAMS COS INC DEL COM 969457100 14625 663282 SH SOLE 663282 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 2668 47263 SH SOLE 47263 0 0 WIX COM LTD SHS M98068105 2048 22670 SH SOLE 22670 0 0 WORKDAY INC CL A 98138H101 9386 58780 SH SOLE 58780 0 0 WYNDHAM DESTINATIONS INC COM 98310W108 2291 63916 SH SOLE 63916 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 457 10066 SH SOLE 10066 0 0 XEROX CORP COM NEW 984121608 272 13767 SH SOLE 13767 0 0 YY INC ADS REPCOM CLA 98426T106 389 6500 SH SOLE 6500 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 413 3985 SH SOLE 3985 0 0