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
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M COA88579Y1013,35521,314SH SOLE 003,355
ABIOMED INCA0036541003951,519SH SOLE 00395
ABM INDUSTRIES INCA0009571003129,262SH SOLE 00312
ACADIA HEALTHCARE CO INCA00404A10965525,901SH SOLE 00655
ACCENTURE PLC-CL AAG1151C1013,70717,073SH SOLE 003,707
ACTIVISION BLIZZARD INCA00507V10984510,661SH SOLE 00845
ACUITY BRANDS INCA00508Y1023403,740SH SOLE 00340
ADIENT PLCAG0084W10124814,097SH SOLE 00248
ADTALEM GLOBAL EDUCATION INCA00737L10369821,752SH SOLE 00698
ADVANCED MICRO DEVICESA0079031071,09220,159SH SOLE 001,092
AEROJET ROCKETDYNE HOLDINGSA0078001051,04529,100SH SOLE 001,045
AES CORPA00130H10569247,129SH SOLE 00692
AFFILIATED MANAGERS GROUPA0082521084296,109SH SOLE 00429
AGILENT TECHNOLOGIES INCA00846U1011,04211,581SH SOLE 001,042
AGNICO EAGLE MINES LTDA0084741083775,836SH SOLE 00377
ALBEMARLE CORPA0126531013344,009SH SOLE 00334
ALCON INCAH013011281,43225,219SH SOLE 001,432
ALLIANCE DATA SYSTEMS CORPA01858110879619,946SH SOLE 00796
ALLIANT ENERGY CORPA0188021084519,200SH SOLE 00451
ALPHABET INC-CL AA02079K3052,0141,340SH SOLE 002,014
ALTERYX INC - CLASS AA02156B1034302,616SH SOLE 00430
ALTICE USA INC- AA02156K10376732,335SH SOLE 00767
AMAZON.COM INCA0231351063,3671,101SH SOLE 003,367
AMBARELLA INCAG037AX10178216,580SH SOLE 00782
AMCOR PLCAG0250X10726124,668SH SOLE 00261
AMDOCS LTDAG026021031,56526,642SH SOLE 001,565
AMERICAN AIRLINES GROUP INCA02376R10274964,472SH SOLE 00749
AMERICAN ELECTRIC POWERA0255371011,97823,264SH SOLE 001,978
AMERICAN EQUITY INVT LIFE HLA02567620656223,417SH SOLE 00562
AMERICAN EXPRESS COA0258161092,50526,618SH SOLE 002,505
AMERISOURCEBERGEN CORPA03073E1057217,329SH SOLE 00721
AMETEK INCA0311001003924,300SH SOLE 00392
ANAPLAN INCA03272L1082,32250,272SH SOLE 002,322
APPIAN CORPA03782L1012204,794SH SOLE 00220
APPLE INCA037833100326850SH SOLE 00326
APPLIED MATERIALS INCA03822210567710,962SH SOLE 00677
ARAMARKA03852U10675534,319SH SOLE 00755
ARCH CAPITAL GROUP LTDAG0450A10556919,841SH SOLE 00569
ARISTA NETWORKS INCA0404131062,86813,351SH SOLE 002,868
ASSURED GUARANTY LTDAG0585R10631013,487SH SOLE 00310
ATHENE HOLDING LTD-CLASS AAG0684D1071,05233,170SH SOLE 001,052
AUTOMATIC DATA PROCESSINGA0530151031,1638,060SH SOLE 001,163
AUTONATION INCA05329W1022094,900SH SOLE 00209
AVANTOR INCA05352A1001,15963,539SH SOLE 001,159
AXIS CAPITAL HOLDINGS LTDAG0692U1091,31233,436SH SOLE 001,312
BALL CORPA0584981061,43519,676SH SOLE 001,435
BANK OF AMERICA CORPA06050510482034,300SH SOLE 00820
BANK OF NEW YORK MELLON CORPA06405810099425,600SH SOLE 00994
BAXTER INTERNATIONAL INCA0718131091,55818,516SH SOLE 001,558
BECTON DICKINSON AND COA0758871092,0127,701SH SOLE 002,012
BERKSHIRE HATHAWAY INC-CL BB0846707025843,110SH SOLE 00584
BEST BUY CO INCA0865161015456,310SH SOLE 00545
BEYOND MEAT INCA08862E1096334,964SH SOLE 00633
BJ'S WHOLESALE CLUB HOLDINGSA05550J10165916,666SH SOLE 00659
BLACK KNIGHT INCA09215C1051,05415,058SH SOLE 001,054
BOEING CO/THEA0970231052861,600SH SOLE 00286
BOOZ ALLEN HAMILTON HOLDINGSA0995021066719,322SH SOLE 00671
BOSTON SCIENTIFIC CORPA10113710741111,800SH SOLE 00411
BRIGHTHOUSE FINANCIAL INCA10922N10386631,652SH SOLE 00866
BRISTOL-MYERS SQUIBB COA11012210894716,410SH SOLE 00947
BROADCOM INCA11135F1011,3444,292SH SOLE 001,344
BROOKFIELD ASSET MANAGE-CL AA1125851041,39241,676SH SOLE 001,392
BUCKLE INC/THEA11844010616210,166SH SOLE 00162
BURLINGTON STORES INCA1220171061,5769,222SH SOLE 001,576
BWX TECHNOLOGIES INCA05605H10091718,364SH SOLE 00917
C.H. ROBINSON WORLDWIDE INCA12541W2091,11913,400SH SOLE 001,119
CABOT OIL & GAS CORPA12709710353730,544SH SOLE 00537
CAPITAL ONE FINANCIAL CORPA14040H10589714,763SH SOLE 00897
CAPRI HOLDINGS LTDAG1890L10749331,587SH SOLE 00493
CARLISLE COS INCA1423391005304,609SH SOLE 00530
CARMAX INCA1431301023,89343,022SH SOLE 003,893
CARTER'S INCA1462291091,13813,452SH SOLE 001,138
CDW CORP/DEA12514G1082282,010SH SOLE 00228
CENTENE CORPA15135B1011,98130,676SH SOLE 001,981
CENTERPOINT ENERGY INCA15189T10764733,600SH SOLE 00647
CHARLES RIVER LABORATORIESA1598641074472,400SH SOLE 00447
CHEMOURS CO/THEA16385110865440,825SH SOLE 00654
CHEVRON CORPA1667641007438,491SH SOLE 00743
CHEWY INC - CLASS AA16679L1091,75136,512SH SOLE 001,751
CHUBB LTDAH1467J1043,89730,016SH SOLE 003,897
CIENA CORPA17177930996918,319SH SOLE 00969
CIGNA CORPA1255231001,88710,450SH SOLE 001,887
CIMAREX ENERGY COA17179810190236,113SH SOLE 00902
CINCINNATI FINANCIAL CORPA1720621012463,400SH SOLE 00246
CINTAS CORPA1729081057302,725SH SOLE 00730
CITIZENS FINANCIAL GROUPA17461010529612,510SH SOLE 00296
CLARIVATE PLCAG218101091,27458,888SH SOLE 001,274
CLOUDFLARE INC - CLASS AA18915M10746512,783SH SOLE 00465
CME GROUP INCA12572Q1053,86023,418SH SOLE 003,860
COCA-COLA CO/THEA1912161002,88963,357SH SOLE 002,889
COCA-COLA EUROPEAN PARTNERSAG2583910458515,180SH SOLE 00585
COGENT COMMUNICATIONS HOLDINA19239V3022423,000SH SOLE 00242
COHEN & STEERS INCA19247A1003435,182SH SOLE 00343
COHERENT INCA1924791037325,835SH SOLE 00732
COMERICA INCA20034010737510,800SH SOLE 00375
COMMERCIAL METALS COA20172310352525,903SH SOLE 00525
COMMSCOPE HOLDING CO INCA20337X10964482,843SH SOLE 00644
COMPASS MINERALS INTERNATIONA20451N1012224,540SH SOLE 00222
CONAGRA BRANDS INCA2058871021,75347,895SH SOLE 001,753
CONCHO RESOURCES INCA20605P10174014,803SH SOLE 00740
CONOCOPHILLIPSA20825C1041,70341,725SH SOLE 001,703
CONSOLIDATED EDISON INCA20911510488812,347SH SOLE 00888
COOPER COS INC/THEA2166484024021,409SH SOLE 00402
COPART INCA2172041061,90722,868SH SOLE 001,907
CREDICORP LTDAG2519Y1081,26210,126SH SOLE 001,262
CREE INCA2254471012874,587SH SOLE 00287
CROWN HOLDINGS INCA2283681062443,600SH SOLE 00244
CSG SYSTEMS INTL INCA12634910946611,435SH SOLE 00466
CVS HEALTH CORPA1266501002,91945,969SH SOLE 002,919
DAVITA INCA23918K1083193,939SH SOLE 00319
DECKERS OUTDOOR CORPA2435371071,4537,411SH SOLE 001,453
DELEK US HOLDINGS INCA24665A10338722,868SH SOLE 00387
DELTA AIR LINES INCA24736170282231,333SH SOLE 00822
DEVON ENERGY CORPA25179M10380678,460SH SOLE 00806
DIAMONDBACK ENERGY INCA25278X10938810,000SH SOLE 00388
DICK'S SPORTING GOODS INCC2533931021,21131,182SH SOLE 001,211
DOLBY LABORATORIES INC-CL AA25659T1075207,975SH SOLE 00520
DOMINION ENERGY INCA25746U10974610,126SH SOLE 00746
DOMINO'S PIZZA INCA25754A2014411,105SH SOLE 00441
DONALDSON CO INCA2576511092796,000SH SOLE 00279
DR HORTON INCA23331A10967111,491SH SOLE 00671
DRAFTKINGS INC - CL AA26142R1041,71957,718SH SOLE 001,719
DROPBOX INC-CLASS AA26210C1041,73085,800SH SOLE 001,730
DUKE ENERGY CORPA26441C2043514,304SH SOLE 00351
DUNKIN' BRANDS GROUP INCA2655041002834,400SH SOLE 00283
DUPONT DE NEMOURS INCA26614N1022,08739,327SH SOLE 002,087
DYNATRACE INCA26815010958814,673SH SOLE 00588
ECHOSTAR CORP-AA27876810631812,512SH SOLE 00318
ECOLAB INCA2788651004392,168SH SOLE 00439
EDISON INTERNATIONALA2810201071,90133,400SH SOLE 001,901
ELANCO ANIMAL HEALTH INCA28414H1032,425104,406SH SOLE 002,425
ELASTIC NVAN145061042643,000SH SOLE 00264
ENCOMPASS HEALTH CORPA29261A1005188,322SH SOLE 00518
ENTEGRIS INCA29362U1041,15520,131SH SOLE 001,155
ENTERGY CORPA29364G1032,37724,507SH SOLE 002,377
ESTEE LAUDER COMPANIES-CL AA5184391041,5758,111SH SOLE 001,575
EVERSOURCE ENERGYA30040W1084975,800SH SOLE 00497
EXPEDIA GROUP INCA30212P3032503,054SH SOLE 00250
FACEBOOK INC-CLASS AA30303M1022,67611,233SH SOLE 002,676
FARFETCH LTD-CLASS AA30744W10787743,319SH SOLE 00877
FASTENAL COA31190010482119,014SH SOLE 00821
FIDELITY NATIONAL FINANCIALA31620R3031,66052,915SH SOLE 001,660
FIDELITY NATIONAL INFO SERVA31620M1063,92729,070SH SOLE 003,927
FIFTH THIRD BANCORPA3167731001,62289,801SH SOLE 001,622
FIRST AMERICAN FINANCIALA31847R10264913,028SH SOLE 00649
FIRST HORIZON NATIONAL CORPA32051710540046,239SH SOLE 00400
FIRST REPUBLIC BANK/CAA33616C1006916,431SH SOLE 00691
FIRSTCASH INCA33767D1052443,800SH SOLE 00244
FISERV INCA3377381083,76838,969SH SOLE 003,768
FIVE BELOWA33829M1013723,811SH SOLE 00372
FLEX LTDAY2573F1021,013100,253SH SOLE 001,013
FLOWERS FOODS INCA3434981012149,722SH SOLE 00214
FMC CORPA3024913037497,284SH SOLE 00749
FOOT LOCKER INCA3448491041,02137,061SH SOLE 001,021
FORTINET INCA34959E1093892,903SH SOLE 00389
FORTIVE CORPA34959J1081,02614,894SH SOLE 001,026
FRANKLIN RESOURCES INCA3546131011,37866,800SH SOLE 001,378
FRESHPET INCA3580391052482,800SH SOLE 00248
FRONTDOOR INCA35905A10951011,457SH SOLE 00510
GARMIN LTDAH2906T1095755,923SH SOLE 00575
GATX CORPA3614481035018,272SH SOLE 00501
GENERAL MOTORS COA37045V1002,703106,775SH SOLE 002,703
GENTEX CORPA37190110953921,306SH SOLE 00539
GLOBAL PAYMENTS INCA37940X1024422,743SH SOLE 00442
GOLDMAN SACHS GROUP INCA38141G1043,97218,875SH SOLE 003,972
GRACO INCA3841091041,18823,448SH SOLE 001,188
GRAND CANYON EDUCATION INCA38526M1061,27114,867SH SOLE 001,271
GRAPHIC PACKAGING HOLDING COA38868910116011,503SH SOLE 00160
GREAT WESTERN BANCORP INCA39141610416012,546SH SOLE 00160
HAIN CELESTIAL GROUP INCA4052171001,01832,149SH SOLE 001,018
HARLEY-DAVIDSON INCA41282210884731,019SH SOLE 00847
HARTFORD FINANCIAL SVCS GRPB41651510498325,523SH SOLE 00983
HD SUPPLY HOLDINGS INCA40416M10571220,633SH SOLE 00712
HEALTHCARE SERVICES GROUPA42190610834013,670SH SOLE 00340
HEALTHEQUITY INCA42226A10786314,946SH SOLE 00863
HEICO CORPA4228061092522,700SH SOLE 00252
HEICO CORP-CLASS AA4228062083614,760SH SOLE 00361
HORMEL FOODS CORPA4404521001,96140,069SH SOLE 001,961
HOULIHAN LOKEY INCA44159310060911,007SH SOLE 00609
HUBSPOT INCA4435731007283,447SH SOLE 00728
HUNT (JB) TRANSPRT SVCS INCA4456581078356,502SH SOLE 00835
HUNTINGTON BANCSHARES INCA4461501042,073241,081SH SOLE 002,073
HUNTSMAN CORPA44701110764335,238SH SOLE 00643
IAA INCA4492531031,26133,372SH SOLE 001,261
II-VI INCA90210410859013,507SH SOLE 00590
INGERSOLL-RAND INCA45687V10654618,492SH SOLE 00546
INSULET CORPA45784P1017723,978SH SOLE 00772
INTEGRA LIFESCIENCES HOLDINGA45798520848610,428SH SOLE 00486
INTEL CORPA4581401002,08435,600SH SOLE 002,084
INTERACTIVE BROKERS GRO-CL AA45841N1074298,501SH SOLE 00429
INTERCONTINENTAL EXCHANGE INA45866F1042,63428,846SH SOLE 002,634
INTL BUSINESS MACHINES CORPA4592001012,68122,433SH SOLE 002,681
INTL FLAVORS & FRAGRANCESB4595061012,11616,768SH SOLE 002,116
IPG PHOTONICS CORPA44980X1092501,540SH SOLE 00250
IROBOT CORPA4627261001,31315,818SH SOLE 001,313
J2 GLOBAL INCA48123V10258710,601SH SOLE 00587
JABIL INCA4663131031,98362,799SH SOLE 001,983
JANUS HENDERSON GROUP PLCAG4474Y21451125,101SH SOLE 00511
JAZZ PHARMACEUTICALS PLCAG508711059448,904SH SOLE 00944
JETBLUE AIRWAYS CORPA47714310158856,250SH SOLE 00588
JM SMUCKER CO/THEA8326964059418,811SH SOLE 00941
JOHNSON & JOHNSONA4781601042,17714,842SH SOLE 002,177
JOHNSON CONTROLS INTERNATIONAG5150210545513,144SH SOLE 00455
JPMORGAN CHASE & COA46625H1001,08611,082SH SOLE 001,086
KANSAS CITY SOUTHERNA4851703024683,100SH SOLE 00468
KBR INCA48242W1061,19354,849SH SOLE 001,193
KENNAMETAL INCA48917010040014,946SH SOLE 00400
KEYCORPA4932671081,798158,281SH SOLE 001,798
KEYSIGHT TECHNOLOGIES INA49338L1032,46125,761SH SOLE 002,461
KINDER MORGAN INCA49456B10161742,820SH SOLE 00617
KLA CORPA4824801001,4577,300SH SOLE 001,457
KNIGHT-SWIFT TRANSPORTATIONA4990491043,38379,180SH SOLE 003,383
KRAFT HEINZ CO/THEA50075410672921,908SH SOLE 00729
KULICKE & SOFFA INDUSTRIESA50124210131014,107SH SOLE 00310
L BRANDS INCA50179710451330,974SH SOLE 00513
L3HARRIS TECHNOLOGIES INCA5024311093,61722,433SH SOLE 003,617
LAS VEGAS SANDS CORPA51783410789619,025SH SOLE 00896
LEIDOS HOLDINGS INCA5253271021,50217,572SH SOLE 001,502
LIBERTY BROADBAND-CC5303073054403,411SH SOLE 00440
LIBERTY MEDIA CORP-LIBERTY-CC5312298543028,742SH SOLE 00302
LIVERAMP HOLDINGS INCA53815P10889720,337SH SOLE 00897
LULULEMON ATHLETICA INCA5500211093991,308SH SOLE 00399
MACQUARIE INFRASTRUCTURE CORA55608B10550216,477SH SOLE 00502
MANPOWERGROUP INCA56418H1001,24518,215SH SOLE 001,245
MARATHON PETROLEUM CORPA56585A1022958,266SH SOLE 00295
MARKETAXESS HOLDINGS INCA57060D1087761,499SH SOLE 00776
MASTERCARD INC - AA57636Q1043,31511,242SH SOLE 003,315
MATSON INCA57686G1052115,789SH SOLE 00211
MATTEL INCA57708110279375,479SH SOLE 00793
MAXIMUS INCA5779331045047,200SH SOLE 00504
MCCORMICK & CO-NON VTG SHRSA5797802063671,945SH SOLE 00367
MCDONALD'S CORPA5801351018304,391SH SOLE 00830
MCKESSON CORPA58155Q1035924,050SH SOLE 00592
MEDTRONIC PLCAG5960L1031,53316,390SH SOLE 001,533
MERCK & CO. INC.A58933Y1053,86049,637SH SOLE 003,860
MICRON TECHNOLOGY INCA5951121031,03520,959SH SOLE 001,035
MOLSON COORS BEVERAGE CO - BB60871R2092,34567,070SH SOLE 002,345
MOSAIC CO/THEA61945C10338529,727SH SOLE 00385
MOTOROLA SOLUTIONS INCA6200763079457,131SH SOLE 00945
MURPHY USA INCA6267551025134,481SH SOLE 00513
MYOKARDIA INCA62857M1058038,753SH SOLE 00803
NATIONAL INSTRUMENTS CORPA6365181022135,800SH SOLE 00213
NETFLIX INCA64110L1066381,230SH SOLE 00638
NEXSTAR MEDIA GROUP INC-CL AA65336K1032573,200SH SOLE 00257
NEXTERA ENERGY INCA65339F1011,4765,653SH SOLE 001,476
NOMAD FOODS LTDAG6564A10559527,917SH SOLE 00595
NORDSON CORPA6556631021,7269,188SH SOLE 001,726
NORDSTROM INCA65566410051334,092SH SOLE 00513
NORTHROP GRUMMAN CORPA6668071021,1643,989SH SOLE 001,164
NOVOCURE LTDAG6674U10858210,100SH SOLE 00582
NU SKIN ENTERPRISES INC - AA67018T1054209,337SH SOLE 00420
NUTRIEN LTDA67077M1082,26168,579SH SOLE 002,261
NVIDIA CORPA67066G1042,3175,653SH SOLE 002,317
NXP SEMICONDUCTORS NVAN6596X1092,47920,730SH SOLE 002,479
OKTA INCA6792951052801,375SH SOLE 00280
OLIN CORPA68066520539835,119SH SOLE 00398
OMNICOM GROUPA6819191065039,200SH SOLE 00503
ON SEMICONDUCTOR CORPA68218910577137,567SH SOLE 00771
ONTO INNOVATION INCA6833441052597,556SH SOLE 00259
OPEN TEXT CORPA68371510669016,400SH SOLE 00690
OSHKOSH CORPA6882392014506,004SH SOLE 00450
PAGSEGURO DIGITAL LTD-CL AAG687071011,39840,066SH SOLE 001,398
PAN AMERICAN SILVER CORPA69790010873922,610SH SOLE 00739
PAYCOM SOFTWARE INCA70432V1021,2004,225SH SOLE 001,200
PAYPAL HOLDINGS INCA70450Y1033,74221,893SH SOLE 003,742
PELOTON INTERACTIVE INC-AA70614W10094014,834SH SOLE 00940
PENN NATIONAL GAMING INCA7075691092,71694,700SH SOLE 002,716
PENTAIR PLCAG7S00T10460014,892SH SOLE 00600
PERSPECTA INCA71534710043720,573SH SOLE 00437
PHILIP MORRIS INTERNATIONALA7181721091,02313,865SH SOLE 001,023
PHILLIPS 66A7185461044607,510SH SOLE 00460
PILGRIM'S PRIDE CORPA72147K10829218,001SH SOLE 00292
PLANET FITNESS INC - CL AA72703H1011,35924,600SH SOLE 001,359
PNC FINANCIAL SERVICES GROUPA6934751058488,400SH SOLE 00848
PREMIER INC-CLASS AA74051N10250716,105SH SOLE 00507
PRIMO WATER CORPA74167P10838428,653SH SOLE 00384
PROCTER & GAMBLE CO/THEA7427181092,95123,643SH SOLE 002,951
PROGRESSIVE CORPA7433151033243,901SH SOLE 00324
PROTO LABS INCA7437131091,1099,900SH SOLE 001,109
PUBLIC SERVICE ENTERPRISE GPA74457310673014,261SH SOLE 00730
PULTEGROUP INCA7458671011,08631,060SH SOLE 001,086
QUANTA SERVICES INCA74762E10262016,300SH SOLE 00620
RAYTHEON TECHNOLOGIES CORPA75513E1011,05217,510SH SOLE 001,052
REALPAGE INCA75606N1093936,120SH SOLE 00393
RED ROCK RESORTS INC-CLASS AA75700L10837337,533SH SOLE 00373
RENAISSANCERE HOLDINGS LTDAG7496G1031,2357,037SH SOLE 001,235
REXNORD CORPA76169B1022779,482SH SOLE 00277
RHA74967X1031,9907,575SH SOLE 001,990
RLI CORPA7496071072973,782SH SOLE 00297
ROLLINS INCA77571110476817,056SH SOLE 00768
ROPER TECHNOLOGIES INCA7766961063,9149,950SH SOLE 003,914
ROSS STORES INCA7782961037479,259SH SOLE 00747
SCHLUMBERGER LTDA80685710860233,173SH SOLE 00602
SCOTTS MIRACLE-GRO COA8101861063102,201SH SOLE 00310
SEMPRA ENERGYA8168511094453,659SH SOLE 00445
SERVICE CORP INTERNATIONALA8175651042526,765SH SOLE 00252
SERVICEMASTER GLOBAL HOLDINGA81761R10938810,800SH SOLE 00388
SHERWIN-WILLIAMS CO/THEA8243481062,8704,923SH SOLE 002,870
SIX FLAGS ENTERTAINMENT CORPA83001A1021,02653,197SH SOLE 001,026
SKECHERS USA INC-CL AA83056610544716,000SH SOLE 00447
SKYWORKS SOLUTIONS INCA83088M1024803,700SH SOLE 00480
SLACK TECHNOLOGIES INC- CL AA83088V1021,75354,705SH SOLE 001,753
SMARTSHEET INC-CLASS AA83200N1031,09723,699SH SOLE 001,097
SMITH (A.O.) CORPA83186520996819,598SH SOLE 00968
SOLAREDGE TECHNOLOGIES INCA83417M1046143,748SH SOLE 00614
SOLARWINDS CORPA83417Q10547827,100SH SOLE 00478
SONOS INCA83570H10819413,188SH SOLE 00194
SOUTHERN CO/THEA84258710798318,350SH SOLE 00983
SPIRE INCA84857L1012003,102SH SOLE 00200
SQUARE INC - AA8522341033803,150SH SOLE 00380
STANLEY BLACK & DECKER INCA8545021012,74518,909SH SOLE 002,745
STARBUCKS CORPA8552441092,10829,144SH SOLE 002,108
STEEL DYNAMICS INCA85811910087533,226SH SOLE 00875
STERICYCLE INCA85891210869112,673SH SOLE 00691
STONECO LTD-AAG8515810675420,000SH SOLE 00754
STRATASYS LTDAM8554810131520,964SH SOLE 00315
STRYKER CORPA8636671013,22417,836SH SOLE 003,224
SYNAPTICS INCA87157D1096269,484SH SOLE 00626
SYSCO CORPA87182910773513,885SH SOLE 00735
TARGET CORPA87612E1062031,695SH SOLE 00203
TAYLOR MORRISON HOME CORPA87724P10626412,617SH SOLE 00264
TELADOC HEALTH INCA87918A1051,4917,117SH SOLE 001,491
TELEDYNE TECHNOLOGIES INCA8793601059123,040SH SOLE 00912
TELEPHONE AND DATA SYSTEMSA87943382926213,069SH SOLE 00262
TEMPUR SEALY INTERNATIONAL IA88023U1011,56721,306SH SOLE 001,567
TERADATA CORPA88076W10325813,328SH SOLE 00258
TEXTRON INCA88320310140712,527SH SOLE 00407
THOMSON REUTERS CORPA8849037092583,798SH SOLE 00258
THOR INDUSTRIES INCA8851601011,49414,215SH SOLE 001,494
TIMKEN COA88738910449910,899SH SOLE 00499
TJX COMPANIES INCA8725401091,73535,041SH SOLE 001,735
TOPBUILD CORPA89055F1033823,300SH SOLE 00382
TORO COA8910921085648,577SH SOLE 00564
TOWER SEMICONDUCTOR LTDAM8791527428213,493SH SOLE 00282
TRADE DESK INC/THE -CLASS AA88339J1056511,530SH SOLE 00651
TRADEWEB MARKETS INC-CLASS AA8926721062,00937,245SH SOLE 002,009
TRANE TECHNOLOGIES PLCAG8994E1034404,600SH SOLE 00440
TREEHOUSE FOODS INCA89469A1044089,227SH SOLE 00408
TRIMBLE INCA8962391003277,700SH SOLE 00327
TRINITY INDUSTRIES INCA89652210957727,452SH SOLE 00577
TRUIST FINANCIAL CORPA89832Q1091,29637,183SH SOLE 001,296
TRUPANION INCA8982021063307,000SH SOLE 00330
TWITTER INCA90184L1021,60646,896SH SOLE 001,606
TYSON FOODS INC-CL AA9024941035279,001SH SOLE 00527
UBER TECHNOLOGIES INCA90353T10056918,427SH SOLE 00569
UGI CORPA90268110568622,009SH SOLE 00686
UMB FINANCIAL CORPA90278810849310,778SH SOLE 00493
UMPQUA HOLDINGS CORPA90421410321220,848SH SOLE 00212
UNION PACIFIC CORPA9078181081,3808,064SH SOLE 001,380
UNITED NATURAL FOODS INCA91116310350926,798SH SOLE 00509
UNITED RENTALS INCA9113631094963,179SH SOLE 00496
UNIVERSAL DISPLAY CORPA91347P1058545,656SH SOLE 00854
UNIVERSAL HEALTH SERVICES-BB9139031003784,100SH SOLE 00378
US FOODS HOLDING CORPA91200810937718,880SH SOLE 00377
VALERO ENERGY CORPA91913Y10058810,900SH SOLE 00588
VALVOLINE INCA92047W10150925,156SH SOLE 00509
VECTOR GROUP LTDA92240M10814516,400SH SOLE 00145
VEEVA SYSTEMS INC-CLASS AA9224751083,04812,600SH SOLE 003,048
VERISIGN INCA92343E1022941,485SH SOLE 00294
VERISK ANALYTICS INCA92345Y1068995,179SH SOLE 00899
VERIZON COMMUNICATIONS INCA92343V1044558,200SH SOLE 00455
VF CORPA9182041081,08718,087SH SOLE 001,087
VIRTU FINANCIAL INC-CLASS AA92825410184834,307SH SOLE 00848
VULCAN MATERIALS COA9291601099658,050SH SOLE 00965
WABTEC CORPA9297401082,31439,195SH SOLE 002,314
WALMART INCA9311421033,10423,626SH SOLE 003,104
WALT DISNEY CO/THEA2546871067256,150SH SOLE 00725
WATERS CORPA9418481031,7909,133SH SOLE 001,790
WELLS FARGO & COA9497461011,61567,091SH SOLE 001,615
WESTERN ALLIANCE BANCORPA9576381092577,595SH SOLE 00257
WESTERN DIGITAL CORPA95810210567816,257SH SOLE 00678
WESTERN UNION COA9598021092,597121,568SH SOLE 002,597
WESTLAKE CHEMICAL CORPA9604131023917,400SH SOLE 00391
WILEY (JOHN) & SONS-CLASS AA9682232062396,926SH SOLE 00239
WILLIAMS COS INCA9694571001,14260,285SH SOLE 001,142
WILLIAMS-SONOMA INCA9699041013103,753SH SOLE 00310
WILLSCOT MOBILE MINI HOLDINGA97137810441433,915SH SOLE 00414
WINNEBAGO INDUSTRIESA9746371002133,500SH SOLE 00213
WINTRUST FINANCIAL CORPA97650W1082305,779SH SOLE 00230
WR GRACE & COA38388F1083296,796SH SOLE 00329
WW INTERNATIONAL INCA98262P10164526,421SH SOLE 00645
WYNDHAM DESTINATIONS INCA98310W1082277,755SH SOLE 00227
XCEL ENERGY INCA98389B1003,92460,877SH SOLE 003,924
XEROX HOLDINGS CORPA98421M1061,01563,534SH SOLE 001,015
XILINX INCA9839191015705,845SH SOLE 00570
YANDEX NV-AAN972841083166,001SH SOLE 00316
YUM CHINA HOLDINGS INCA98850P1092,08241,360SH SOLE 002,082
YUM! BRANDS INCA9884981016237,072SH SOLE 00623
ZIMMER BIOMET HOLDINGS INCA98956P1022,22418,125SH SOLE 002,224
ZOETIS INCA98978V1031,52010,883SH SOLE 001,520
ZOOM VIDEO COMMUNICATIONS-AA98980L1013931,522SH SOLE 00393
ZSCALER INCA98980G1021,0308,583SH SOLE 001,030