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
ADVANCE AUTO PARTS INC COM 00751Y106 2,419 13,185 SH   SOLE   13,185 0 0
ACCENTURE PLC IRELAND COM G1151C101 3,659 13,244 SH   SOLE   13,244 0 0
ANALOG DEVICES INC COM 032654105 2,536 16,351 SH   SOLE   16,351 0 0
ALLEGION PLC COM G0176J109 2,169 17,266 SH   SOLE   17,266 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,456 16,065 SH   SOLE   16,065 0 0
APPLIED MATLS INC COM 038222105 4,411 33,014 SH   SOLE   33,014 0 0
AMETEK INC COM 031100100 2,277 17,827 SH   SOLE   17,827 0 0
AMGEN INC COM 031162100 4,763 19,142 SH   SOLE   19,142 0 0
ARISTA NETWORKS INC COM 040413106 2,159 7,153 SH   SOLE   7,153 0 0
ANTHEM INC COM 036752103 3,955 11,017 SH   SOLE   11,017 0 0
ACTIVISION BLIZZARD INC COM 00507V109 2,557 27,493 SH   SOLE   27,493 0 0
BROADCOM INC COM 11135F101 4,847 10,454 SH   SOLE   10,454 0 0
AUTOZONE INC COM 053332102 2,758 1,964 SH   SOLE   1,964 0 0
BOOZ ALLEN HAMILTON HLDG CORP CL A COM 099502106 1,876 23,296 SH   SOLE   23,296 0 0
BECTON DICKINSON & CO COM 075887109 2,602 10,700 SH   SOLE   10,700 0 0
BIOGEN INC COM 09062X103 3,490 12,474 SH   SOLE   12,474 0 0
BLACKROCK INC COM 09247X101 3,437 4,558 SH   SOLE   4,558 0 0
BROWN & BROWN INC COM 115236101 1,979 43,285 SH   SOLE   43,285 0 0
CDW CORP COM 12514G108 2,670 16,108 SH   SOLE   16,108 0 0
CELANESE CORP DEL COM 150870103 2,437 16,267 SH   SOLE   16,267 0 0
CHURCH & DWIGHT INC COM 171340102 2,125 24,325 SH   SOLE   24,325 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 2,092 21,922 SH   SOLE   21,922 0 0
COLGATE PALMOLIVE CO COM 194162103 2,421 30,718 SH   SOLE   30,718 0 0
CLOROX CO DEL COM 189054109 2,053 10,643 SH   SOLE   10,643 0 0
CME GROUP INC COM 12572Q105 2,830 13,858 SH   SOLE   13,858 0 0
CUMMINS INC COM 231021106 2,702 10,427 SH   SOLE   10,427 0 0
CISCO SYS INC COM 17275R102 6,007 116,165 SH   SOLE   116,165 0 0
CSX CORP COM 126408103 2,829 29,338 SH   SOLE   29,338 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A COM 192446102 2,291 29,323 SH   SOLE   29,323 0 0
CITRIX SYS INC COM 177376100 2,268 16,155 SH   SOLE   16,155 0 0
DOLLAR GEN CORP NEW COM 256677105 2,335 11,523 SH   SOLE   11,523 0 0
DOLLAR TREE INC COM 256746108 2,328 20,341 SH   SOLE   20,341 0 0
EASTMAN CHEM CO COM 277432100 2,382 21,629 SH   SOLE   21,629 0 0
EATON CORP PLC COM G29183103 2,891 20,907 SH   SOLE   20,907 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,322 21,562 SH   SOLE   21,562 0 0
FORTUNE BRANDS HOME & SEC INC COM COM 34964C106 2,299 23,996 SH   SOLE   23,996 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 2,154 8,020 SH   SOLE   8,020 0 0
FORTINET INC COM 34959E109 2,621 14,211 SH   SOLE   14,211 0 0
GENERAL DYNAMICS CORP COM 369550108 3,256 17,933 SH   SOLE   17,933 0 0
GODADDY INC COM 380237107 1,947 25,080 SH   SOLE   25,080 0 0
ALPHABET INC COM 02079K305 6,567 3,184 SH   SOLE   3,184 0 0
GENUINE PARTS CO COM 372460105 2,481 21,468 SH   SOLE   21,468 0 0
GRAINGER W W INC COM 384802104 2,094 5,222 SH   SOLE   5,222 0 0
HCA HEALTHCARE INC COM 40412C101 3,261 17,314 SH   SOLE   17,314 0 0
HOME DEPOT INC COM 437076102 6,107 20,007 SH   SOLE   20,007 0 0
HONEYWELL INTL INC COM 438516106 3,261 15,025 SH   SOLE   15,025 0 0
HENRY SCHEIN INC COM 806407102 2,104 30,389 SH   SOLE   30,389 0 0
HERSHEY CO COM 427866108 2,309 14,600 SH   SOLE   14,600 0 0
INTEL CORP COM 458140100 7,309 114,208 SH   SOLE   114,208 0 0
INGERSOLL RAND INC COM 45687V106 2,268 46,083 SH   SOLE   46,083 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,741 12,373 SH   SOLE   12,373 0 0
JOHNSON & JOHNSON COM 478160104 7,142 43,453 SH   SOLE   43,453 0 0
KLA CORP COM 482480100 2,989 9,047 SH   SOLE   9,047 0 0
KIMBERLY-CLARK CORP COM 494368103 2,621 18,849 SH   SOLE   18,849 0 0
KROGER CO COM 501044101 2,778 77,181 SH   SOLE   77,181 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 2,957 11,593 SH   SOLE   11,593 0 0
LOWES COS INC COM 548661107 4,247 22,333 SH   SOLE   22,333 0 0
LAM RESEARCH CORP COM 512807108 3,317 5,572 SH   SOLE   5,572 0 0
MCKESSON CORP COM 58155Q103 3,020 15,484 SH   SOLE   15,484 0 0
MARSH & MCLENNAN COS INC COM 571748102 2,692 22,101 SH   SOLE   22,101 0 0
3M CO COM 88579Y101 3,678 19,091 SH   SOLE   19,091 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 2,166 23,703 SH   SOLE   23,703 0 0
NASDAQ INC COM 631103108 2,379 16,135 SH   SOLE   16,135 0 0
NORDSON CORP COM 655663102 1,980 9,965 SH   SOLE   9,965 0 0
NORTHROP GRUMMAN CORP COM 666807102 2,938 9,078 SH   SOLE   9,078 0 0
NORFOLK SOUTHN CORP COM 655844108 2,860 10,650 SH   SOLE   10,650 0 0
NETAPP INC COM 64110D104 2,315 31,856 SH   SOLE   31,856 0 0
ORACLE CORP COM 68389X105 5,044 71,888 SH   SOLE   71,888 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 2,556 5,039 SH   SOLE   5,039 0 0
PAYCHEX INC COM 704326107 2,345 23,922 SH   SOLE   23,922 0 0
PACCAR INC COM 693718108 2,447 26,332 SH   SOLE   26,332 0 0
PROCTER AND GAMBLE CO COM 742718109 5,490 40,538 SH   SOLE   40,538 0 0
PARKER-HANNIFIN CORP COM 701094104 2,732 8,662 SH   SOLE   8,662 0 0
PACKAGING CORP AMER COM 695156109 2,008 14,931 SH   SOLE   14,931 0 0
PHILIP MORRIS INTL INC COM 718172109 4,526 51,001 SH   SOLE   51,001 0 0
PPG INDS INC COM 693506107 2,398 15,959 SH   SOLE   15,959 0 0
QORVO INC COM 74736K101 2,365 12,947 SH   SOLE   12,947 0 0
REGENERON PHARMACEUTICALS COM 75886F107 2,675 5,654 SH   SOLE   5,654 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,285 8,610 SH   SOLE   8,610 0 0
REPUBLIC SVCS INC COM 760759100 2,282 22,966 SH   SOLE   22,966 0 0
SMUCKER J M CO COM 832696405 2,347 18,549 SH   SOLE   18,549 0 0
STANLEY BLACK & DECKER INC COM 854502101 2,521 12,625 SH   SOLE   12,625 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,606 14,205 SH   SOLE   14,205 0 0
TE CONNECTIVITY LTD COM H84989104 2,476 19,180 SH   SOLE   19,180 0 0
TARGET CORP COM 87612E106 3,271 16,512 SH   SOLE   16,512 0 0
THERMO FISHER SCIENTIFIC INC COM COM 883556102 3,436 7,528 SH   SOLE   7,528 0 0
PRICE T ROWE GROUP INC COM 74144T108 2,951 17,195 SH   SOLE   17,195 0 0
TRACTOR SUPPLY CO COM 892356106 2,577 14,552 SH   SOLE   14,552 0 0
TYSON FOODS INC COM 902494103 2,785 37,481 SH   SOLE   37,481 0 0
TEXAS INSTRS INC COM 882508104 3,757 19,877 SH   SOLE   19,877 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7,111 19,111 SH   SOLE   19,111 0 0
UNION PAC CORP COM 907818108 3,569 16,194 SH   SOLE   16,194 0 0
UNITED RENTALS INC COM 911363109 3,292 9,996 SH   SOLE   9,996 0 0
VMWARE INC COM 928563402 2,807 18,656 SH   SOLE   18,656 0 0
VISTRA CORP COM 92840M102 2,162 122,267 SH   SOLE   122,267 0 0
VIATRIS INC COM 92556V106 2,163 154,829 SH   SOLE   154,829 0 0
WASTE MGMT INC DEL COM 94106L109 2,666 20,664 SH   SOLE   20,664 0 0
WALMART INC COM 931142103 5,975 43,989 SH   SOLE   43,989 0 0
WESTROCK CO COM 96145D105 2,692 51,721 SH   SOLE   51,721 0 0
ZEBRA TECHNOLOGIES CORPORATION CL A COM 989207105 2,620 5,401 SH   SOLE   5,401 0 0
AUTOHOME INC COM 05278C107 138 1,481 SH   SOLE   1,481 0 0
ALIBABA GROUP HLDG LTD COM 01609W102 1,021 4,504 SH   SOLE   4,504 0 0
BAIDU INC COM 056752108 228 1,046 SH   SOLE   1,046 0 0
B2GOLD CORP COM 11777Q209 112 25,931 SH   SOLE   25,931 0 0
COSAN S A COM 22113B103 146 9,023 SH   SOLE   9,023 0 0
BRP INC/CA- SUB VOTING COM 05577W200 188 2,175 SH   SOLE   2,175 0 0
CGI GROUP INC COM 12532H104 179 2,145 SH   SOLE   2,145 0 0
INFOSYS LTD COM 456788108 238 12,708 SH   SOLE   12,708 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 131 3,884 SH   SOLE   3,884 0 0
MAGNA INTERNATIONAL INC COM 559222401 233 2,643 SH   SOLE   2,643 0 0
NETEASE INC COM 64110W102 201 1,949 SH   SOLE   1,949 0 0
OPEN TEXT CORP COM 683715106 159 3,340 SH   SOLE   3,340 0 0
SSR MINING INC COM NPV COM 784730103 103 7,203 SH   SOLE   7,203 0 0
VIPSHOP HOLDINGS LIMITED COM 92763W103 187 6,266 SH   SOLE   6,266 0 0
WEIBO CORP COM 948596101 174 3,455 SH   SOLE   3,455 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 145 3,792 SH   SOLE   3,792 0 0
JOYY INC COM 46591M109 153 1,632 SH   SOLE   1,632 0 0