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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AAR CORP COM 000361105   965 23,420 SH   SOLE N/A 23,420 0 0
ABBOTT LABS COM 002824100   2,913 34,810 SH   SOLE N/A 34,810 0 0
ABM INDS INC COM 000957100   213 5,870 SH   SOLE N/A 5,870 0 0
ACADIA RLTY TR COM SH BEN INT 004239109   234 8,190 SH   SOLE N/A 8,190 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   7,761 40,350 SH   SOLE N/A 40,350 0 0
ACTIVISION BLIZZARD INC COM 00507V109   24,537 463,660 SH   SOLE N/A 463,660 0 0
ADOBE INC COM 00724F101   7,497 27,140 SH   SOLE N/A 27,140 0 0
ADVANCED MICRO DEVICES INC COM 007903107   916 31,610 SH   SOLE N/A 31,610 0 0
AES CORP COM 00130H105   8,364 511,860 SH   SOLE N/A 511,860 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   673 8,080 SH   SOLE N/A 8,080 0 0
AFLAC INC COM 001055102   11,649 222,640 SH   SOLE N/A 222,640 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   3,935 43,060 SH   SOLE N/A 43,060 0 0
ALBEMARLE CORP COM 012653101   6,537 94,030 SH   SOLE N/A 94,030 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   339 2,200 SH   SOLE N/A 2,200 0 0
ALIGN TECHNOLOGY INC COM 016255101   8,353 46,170 SH   SOLE N/A 46,170 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102   2,141 105,720 SH   SOLE N/A 105,720 0 0
ALLETE INC COM NEW 018522300   707 8,090 SH   SOLE N/A 8,090 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108   12,156 94,870 SH   SOLE N/A 94,870 0 0
ALLIANT ENERGY CORP COM 018802108   2,321 43,040 SH   SOLE N/A 43,040 0 0
ALLSTATE CORP COM 020002101   5,066 46,610 SH   SOLE N/A 46,610 0 0
ALPHABET INC CAP STK CL A 02079K305   6,167 5,050 SH   SOLE N/A 5,050 0 0
AMEDISYS INC COM 023436108   819 6,250 SH   SOLE N/A 6,250 0 0
AMERICAN EXPRESS CO COM 025816109   3,915 33,100 SH   SOLE N/A 33,100 0 0
AMETEK INC NEW COM 031100100   5,484 59,730 SH   SOLE N/A 59,730 0 0
AMGEN INC COM 031162100   11,744 60,690 SH   SOLE N/A 60,690 0 0
ANSYS INC COM 03662Q105   3,553 16,050 SH   SOLE N/A 16,050 0 0
ANTHEM INC COM 036752103   21,880 91,130 SH   SOLE N/A 91,130 0 0
AON PLC SHS CL A G0408V102   1,233 6,370 SH   SOLE N/A 6,370 0 0
APARTMENT INVT & MGMT CO CL A 03748R754   5,473 104,960 SH   SOLE N/A 104,960 0 0
APPLE INC COM 037833100   6,415 28,640 SH   SOLE N/A 28,640 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   1,370 13,390 SH   SOLE N/A 13,390 0 0
ASSURANT INC COM 04621X108   3,411 27,110 SH   SOLE N/A 27,110 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   9,143 56,640 SH   SOLE N/A 56,640 0 0
AVALONBAY CMNTYS INC COM 053484101   816 3,790 SH   SOLE N/A 3,790 0 0
AVERY DENNISON CORP COM 053611109   880 7,750 SH   SOLE N/A 7,750 0 0
BANK AMER CORP COM 060505104   7,858 269,390 SH   SOLE N/A 269,390 0 0
BAXTER INTL INC COM 071813109   264 3,020 SH   SOLE N/A 3,020 0 0
BB&T CORP COM 054937107   3,265 61,170 SH   SOLE N/A 61,170 0 0
BEACON ROOFING SUPPLY INC COM 073685109   1,432 42,720 SH   SOLE N/A 42,720 0 0
BECTON DICKINSON & CO COM 075887109   2,105 8,320 SH   SOLE N/A 8,320 0 0
BED BATH & BEYOND INC COM 075896100   7,026 660,310 SH   SOLE N/A 660,310 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,343 16,070 SH   SOLE N/A 16,070 0 0
BEST BUY INC COM 086516101   873 12,660 SH   SOLE N/A 12,660 0 0
BLACK HILLS CORP COM 092113109   1,206 15,720 SH   SOLE N/A 15,720 0 0
BLACKBAUD INC COM 09227Q100   1,250 13,840 SH   SOLE N/A 13,840 0 0
BLOCK H & R INC COM 093671105   443 18,750 SH   SOLE N/A 18,750 0 0
BOOKING HLDGS INC COM 09857L108   15,642 7,970 SH   SOLE N/A 7,970 0 0
BOSTON BEER INC CL A 100557107   1,343 3,690 SH   SOLE N/A 3,690 0 0
BOYD GAMING CORP COM 103304101   301 12,570 SH   SOLE N/A 12,570 0 0
BRISTOL MYERS SQUIBB CO COM 110122108   18,953 373,760 SH   SOLE N/A 373,760 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   1,866 90,710 SH   SOLE N/A 90,710 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   259 3,060 SH   SOLE N/A 3,060 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,611 39,510 SH   SOLE N/A 39,510 0 0
CAPITAL ONE FINL CORP COM 14040H105   4,187 46,020 SH   SOLE N/A 46,020 0 0
CARDINAL HEALTH INC COM 14149Y108   542 11,480 SH   SOLE N/A 11,480 0 0
CARMAX INC COM 143130102   7,521 85,470 SH   SOLE N/A 85,470 0 0
CBRE GROUP INC CL A 12504L109   4,799 90,530 SH   SOLE N/A 90,530 0 0
CELANESE CORP DEL COM 150870103   6,115 50,000 SH   SOLE N/A 50,000 0 0
CF INDS HLDGS INC COM 125269100   3,876 78,780 SH   SOLE N/A 78,780 0 0
CHENIERE ENERGY INC COM NEW 16411R208   6,537 103,660 SH   SOLE N/A 103,660 0 0
CHEVRON CORP NEW COM 166764100   6,449 54,380 SH   SOLE N/A 54,380 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   261 310 SH   SOLE N/A 310 0 0
CHUBB LIMITED COM H1467J104   7,084 43,880 SH   SOLE N/A 43,880 0 0
CHURCH & DWIGHT INC COM 171340102   11,876 157,840 SH   SOLE N/A 157,840 0 0
CIENA CORP COM NEW 171779309   884 22,530 SH   SOLE N/A 22,530 0 0
CIMAREX ENERGY CO COM 171798101   9,859 205,650 SH   SOLE N/A 205,650 0 0
CIRRUS LOGIC INC COM 172755100   3,339 62,320 SH   SOLE N/A 62,320 0 0
CISCO SYS INC COM 17275R102   9,794 198,210 SH   SOLE N/A 198,210 0 0
CITIGROUP INC COM NEW 172967424   4,566 66,100 SH   SOLE N/A 66,100 0 0
CLOROX CO DEL COM 189054109   6,653 43,810 SH   SOLE N/A 43,810 0 0
CMS ENERGY CORP COM 125896100   1,777 27,780 SH   SOLE N/A 27,780 0 0
COCA COLA CO COM 191216100   2,576 47,310 SH   SOLE N/A 47,310 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   707 12,840 SH   SOLE N/A 12,840 0 0
COLGATE PALMOLIVE CO COM 194162103   6,756 91,900 SH   SOLE N/A 91,900 0 0
COLUMBIA BKG SYS INC COM 197236102   279 7,570 SH   SOLE N/A 7,570 0 0
COLUMBIA SPORTSWEAR CO COM 198516106   2,275 23,480 SH   SOLE N/A 23,480 0 0
CONAGRA BRANDS INC COM 205887102   9,126 297,470 SH   SOLE N/A 297,470 0 0
CONSTELLATION BRANDS INC CL A 21036P108   3,590 17,320 SH   SOLE N/A 17,320 0 0
COOPER COS INC COM NEW 216648402   6,766 22,780 SH   SOLE N/A 22,780 0 0
CORNING INC COM 219350105   5,485 192,310 SH   SOLE N/A 192,310 0 0
CREE INC COM 225447101   7,698 157,110 SH   SOLE N/A 157,110 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101   4,540 32,660 SH   SOLE N/A 32,660 0 0
CSX CORP COM 126408103   2,147 30,990 SH   SOLE N/A 30,990 0 0
CURTISS WRIGHT CORP COM 231561101   1,148 8,870 SH   SOLE N/A 8,870 0 0
CVS HEALTH CORP COM 126650100   24,669 391,130 SH   SOLE N/A 391,130 0 0
D R HORTON INC COM 23331A109   8,944 169,690 SH   SOLE N/A 169,690 0 0
DARDEN RESTAURANTS INC COM 237194105   4,702 39,770 SH   SOLE N/A 39,770 0 0
DAVITA INC COM 23918K108   16,231 284,410 SH   SOLE N/A 284,410 0 0
DECKERS OUTDOOR CORP COM 243537107   4,751 32,240 SH   SOLE N/A 32,240 0 0
DEERE & CO COM 244199105   1,233 7,310 SH   SOLE N/A 7,310 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   6,649 115,440 SH   SOLE N/A 115,440 0 0
DELUXE CORP COM 248019101   1,458 29,660 SH   SOLE N/A 29,660 0 0
DENTSPLY SIRONA INC COM 24906P109   3,282 61,560 SH   SOLE N/A 61,560 0 0
DIGITAL RLTY TR INC COM 253868103   3,257 25,090 SH   SOLE N/A 25,090 0 0
DISNEY WALT CO COM DISNEY 254687106   12,242 93,940 SH   SOLE N/A 93,940 0 0
DOMINION ENERGY INC COM 25746U109   5,511 68,000 SH   SOLE N/A 68,000 0 0
DOVER CORP COM 260003108   835 8,390 SH   SOLE N/A 8,390 0 0
DTE ENERGY CO COM 233331107   362 2,720 SH   SOLE N/A 2,720 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   5,040 52,580 SH   SOLE N/A 52,580 0 0
DUKE REALTY CORP COM NEW 264411505   6,375 187,660 SH   SOLE N/A 187,660 0 0
DUPONT DE NEMOURS INC COM 26614N102   13,320 186,790 SH   SOLE N/A 186,790 0 0
E TRADE FINANCIAL CORP COM NEW 269246401   6,553 149,980 SH   SOLE N/A 149,980 0 0
EASTGROUP PPTY INC COM 277276101   321 2,570 SH   SOLE N/A 2,570 0 0
EASTMAN CHEMICAL CO COM 277432100   5,085 68,880 SH   SOLE N/A 68,880 0 0
EATON CORP PLC SHS G29183103   844 10,150 SH   SOLE N/A 10,150 0 0
EBAY INC COM 278642103   2,878 73,830 SH   SOLE N/A 73,830 0 0
ECOLAB INC COM 278865100   2,880 14,540 SH   SOLE N/A 14,540 0 0
ELECTRONIC ARTS INC COM 285512109   5,056 51,690 SH   SOLE N/A 51,690 0 0
EQT CORP COM 26884L109   7,663 720,200 SH   SOLE N/A 720,200 0 0
EQUIFAX INC COM 294429105   2,598 18,470 SH   SOLE N/A 18,470 0 0
EQUINIX INC COM 29444U700   5,785 10,030 SH   SOLE N/A 10,030 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   1,096 12,710 SH   SOLE N/A 12,710 0 0
EVEREST RE GROUP LTD COM G3223R108   1,099 4,130 SH   SOLE N/A 4,130 0 0
EXELIXIS INC COM 30161Q104   1,645 93,010 SH   SOLE N/A 93,010 0 0
EXPEDIA GROUP INC COM NEW 30212P303   1,811 13,470 SH   SOLE N/A 13,470 0 0
EXPEDITORS INTL WASH INC COM 302130109   5,181 69,740 SH   SOLE N/A 69,740 0 0
EXTRA SPACE STORAGE INC COM 30225T102   3,584 30,680 SH   SOLE N/A 30,680 0 0
F M C CORP COM NEW 302491303   2,486 28,350 SH   SOLE N/A 28,350 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206   648 4,760 SH   SOLE N/A 4,760 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   519 3,910 SH   SOLE N/A 3,910 0 0
FIFTH THIRD BANCORP COM 316773100   1,437 52,480 SH   SOLE N/A 52,480 0 0
FIRST HORIZON NATL CORP COM 320517105   3,447 212,760 SH   SOLE N/A 212,760 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103   2,664 67,350 SH   SOLE N/A 67,350 0 0
FIRST SOLAR INC COM 336433107   451 7,780 SH   SOLE N/A 7,780 0 0
FIRSTCASH INC COM 33767D105   862 9,400 SH   SOLE N/A 9,400 0 0
FLIR SYS INC COM 302445101   3,317 63,080 SH   SOLE N/A 63,080 0 0
FORWARD AIR CORP COM 349853101   447 7,020 SH   SOLE N/A 7,020 0 0
GALLAGHER ARTHUR J & CO COM 363576109   2,276 25,410 SH   SOLE N/A 25,410 0 0
GAP INC COM 364760108   12,242 705,180 SH   SOLE N/A 705,180 0 0
GARTNER INC COM 366651107   3,226 22,560 SH   SOLE N/A 22,560 0 0
GENERAL DYNAMICS CORP COM 369550108   11,353 62,130 SH   SOLE N/A 62,130 0 0
GIBRALTAR INDS INC COM 374689107   692 15,070 SH   SOLE N/A 15,070 0 0
GLOBE LIFE INC COM 37959E102   1,717 17,930 SH   SOLE N/A 17,930 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   5,761 27,800 SH   SOLE N/A 27,800 0 0
HALLIBURTON CO COM 406216101   23,687 1,256,620 SH   SOLE N/A 1,256,620 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   10,747 177,310 SH   SOLE N/A 177,310 0 0
HCP INC COM 40414L109   1,827 51,270 SH   SOLE N/A 51,270 0 0
HEALTHCARE RLTY TR COM 421946104   2,412 72,010 SH   SOLE N/A 72,010 0 0
HEALTHCARE SVCS GRP INC COM 421906108   2,405 99,010 SH   SOLE N/A 99,010 0 0
HESS CORP COM 42809H107   1,075 17,770 SH   SOLE N/A 17,770 0 0
HOLLYFRONTIER CORP COM 436106108   723 13,480 SH   SOLE N/A 13,480 0 0
HOLOGIC INC COM 436440101   2,341 46,370 SH   SOLE N/A 46,370 0 0
HOME BANCSHARES INC COM 436893200   1,149 61,120 SH   SOLE N/A 61,120 0 0
HOME DEPOT INC COM 437076102   7,643 32,940 SH   SOLE N/A 32,940 0 0
HONEYWELL INTL INC COM 438516106   6,416 37,920 SH   SOLE N/A 37,920 0 0
HP INC COM 40434L105   6,599 348,760 SH   SOLE N/A 348,760 0 0
HUB GROUP INC CL A 443320106   369 7,940 SH   SOLE N/A 7,940 0 0
HUMANA INC COM 444859102   2,160 8,450 SH   SOLE N/A 8,450 0 0
HUNT J B TRANS SVCS INC COM 445658107   10,506 94,950 SH   SOLE N/A 94,950 0 0
HUNTINGTON BANCSHARES INC COM 446150104   4,414 309,290 SH   SOLE N/A 309,290 0 0
IDACORP INC COM 451107106   2,335 20,720 SH   SOLE N/A 20,720 0 0
INGERSOLL-RAND PLC SHS G47791101   7,163 58,140 SH   SOLE N/A 58,140 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   712 11,850 SH   SOLE N/A 11,850 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,054 43,940 SH   SOLE N/A 43,940 0 0
INTUIT COM 461202103   675 2,540 SH   SOLE N/A 2,540 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   6,225 11,530 SH   SOLE N/A 11,530 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   89,466 473,840 SH   SOLE N/A 473,840 0 0
IROBOT CORP COM 462726100   6,974 113,080 SH   SOLE N/A 113,080 0 0
IRON MTN INC NEW COM 46284V101   960 29,630 SH   SOLE N/A 29,630 0 0
ISHARES TR 20 YR TR BD ETF 464287432   59,566 416,310 SH   SOLE N/A 416,310 0 0
J2 GLOBAL INC COM 48123V102   1,371 15,100 SH   SOLE N/A 15,100 0 0
JETBLUE AWYS CORP COM 477143101   601 35,860 SH   SOLE N/A 35,860 0 0
JOHNSON CTLS INTL PLC SHS G51502105   4,633 105,570 SH   SOLE N/A 105,570 0 0
JPMORGAN CHASE & CO COM 46625H100   6,941 58,980 SH   SOLE N/A 58,980 0 0
JUNIPER NETWORKS INC COM 48203R104   6,365 257,170 SH   SOLE N/A 257,170 0 0
KANSAS CITY SOUTHERN COM NEW 485170302   6,982 52,490 SH   SOLE N/A 52,490 0 0
KB HOME COM 48666K109   311 9,160 SH   SOLE N/A 9,160 0 0
KELLOGG CO COM 487836108   1,571 24,420 SH   SOLE N/A 24,420 0 0
KEYCORP NEW COM 493267108   1,867 104,680 SH   SOLE N/A 104,680 0 0
KITE RLTY GROUP TR COM NEW 49803T300   536 33,180 SH   SOLE N/A 33,180 0 0
L BRANDS INC COM 501797104   12,120 618,690 SH   SOLE N/A 618,690 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   6,278 37,370 SH   SOLE N/A 37,370 0 0
LAS VEGAS SANDS CORP COM 517834107   4,212 72,920 SH   SOLE N/A 72,920 0 0
LAUDER ESTEE COS INC CL A 518439104   796 4,000 SH   SOLE N/A 4,000 0 0
LENNAR CORP CL A 526057104   4,841 86,670 SH   SOLE N/A 86,670 0 0
LHC GROUP INC COM 50187A107   570 5,020 SH   SOLE N/A 5,020 0 0
LILLY ELI & CO COM 532457108   433 3,870 SH   SOLE N/A 3,870 0 0
LINCOLN NATL CORP IND COM 534187109   502 8,320 SH   SOLE N/A 8,320 0 0
LITHIA MTRS INC CL A 536797103   1,615 12,200 SH   SOLE N/A 12,200 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   1,503 22,660 SH   SOLE N/A 22,660 0 0
LKQ CORP COM 501889208   7,417 235,820 SH   SOLE N/A 235,820 0 0
LOUISIANA PAC CORP COM 546347105   767 31,200 SH   SOLE N/A 31,200 0 0
LOWES COS INC COM 548661107   3,415 31,060 SH   SOLE N/A 31,060 0 0
LTC PPTYS INC COM 502175102   883 17,230 SH   SOLE N/A 17,230 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105   778 19,700 SH   SOLE N/A 19,700 0 0
MARRIOTT INTL INC NEW CL A 571903202   8,044 64,680 SH   SOLE N/A 64,680 0 0
MARSH & MCLENNAN COS INC COM 571748102   4,686 46,840 SH   SOLE N/A 46,840 0 0
MASCO CORP COM 574599106   2,720 65,260 SH   SOLE N/A 65,260 0 0
MASTEC INC COM 576323109   2,867 44,160 SH   SOLE N/A 44,160 0 0
MASTERCARD INC CL A 57636Q104   3,468 12,770 SH   SOLE N/A 12,770 0 0
MCDONALDS CORP COM 580135101   10,733 49,990 SH   SOLE N/A 49,990 0 0
MERIT MED SYS INC COM 589889104   993 32,600 SH   SOLE N/A 32,600 0 0
MERITAGE HOMES CORP COM 59001A102   2,343 33,300 SH   SOLE N/A 33,300 0 0
METLIFE INC COM 59156R108   5,656 119,930 SH   SOLE N/A 119,930 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   8,685 12,330 SH   SOLE N/A 12,330 0 0
MGIC INVT CORP WIS COM 552848103   4,818 383,000 SH   SOLE N/A 383,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101   10,242 369,490 SH   SOLE N/A 369,490 0 0
MGP INGREDIENTS INC NEW COM 55303J106   795 16,010 SH   SOLE N/A 16,010 0 0
MICRON TECHNOLOGY INC COM 595112103   11,734 273,830 SH   SOLE N/A 273,830 0 0
MID AMER APT CMNTYS INC COM 59522J103   4,123 31,710 SH   SOLE N/A 31,710 0 0
MOHAWK INDS INC COM 608190104   5,244 42,270 SH   SOLE N/A 42,270 0 0
MOLINA HEALTHCARE INC COM 60855R100   8,378 76,360 SH   SOLE N/A 76,360 0 0
MOLSON COORS BREWING CO CL B 60871R209   8,083 140,580 SH   SOLE N/A 140,580 0 0
MONRO INC COM 610236101   1,625 20,570 SH   SOLE N/A 20,570 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   2,670 45,990 SH   SOLE N/A 45,990 0 0
MOODYS CORP COM 615369105   817 3,990 SH   SOLE N/A 3,990 0 0
MORGAN STANLEY COM NEW 617446448   8,758 205,240 SH   SOLE N/A 205,240 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   791 4,640 SH   SOLE N/A 4,640 0 0
MSA SAFETY INC COM 553498106   466 4,270 SH   SOLE N/A 4,270 0 0
NASDAQ INC COM 631103108   771 7,760 SH   SOLE N/A 7,760 0 0
NEOGEN CORP COM 640491106   505 7,420 SH   SOLE N/A 7,420 0 0
NEW JERSEY RES COM 646025106   445 9,830 SH   SOLE N/A 9,830 0 0
NEW YORK TIMES CO CL A 650111107   5,656 198,610 SH   SOLE N/A 198,610 0 0
NEWELL BRANDS INC COM 651229106   8,495 453,770 SH   SOLE N/A 453,770 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106   4,119 108,620 SH   SOLE N/A 108,620 0 0
NIC INC COM 62914B100   626 30,330 SH   SOLE N/A 30,330 0 0
NISOURCE INC COM 65473P105   3,919 130,980 SH   SOLE N/A 130,980 0 0
NOBLE ENERGY INC COM 655044105   13,006 579,060 SH   SOLE N/A 579,060 0 0
NORFOLK SOUTHERN CORP COM 655844108   11,739 65,340 SH   SOLE N/A 65,340 0 0
NRG ENERGY INC COM NEW 629377508   4,931 124,530 SH   SOLE N/A 124,530 0 0
NVIDIA CORP COM 67066G104   4,655 26,740 SH   SOLE N/A 26,740 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107   6,667 16,730 SH   SOLE N/A 16,730 0 0
OGE ENERGY CORP COM 670837103   4,646 102,380 SH   SOLE N/A 102,380 0 0
OLD NATL BANCORP IND COM 680033107   629 36,550 SH   SOLE N/A 36,550 0 0
OMEGA HEALTHCARE INVS INC COM 681936100   2,956 70,730 SH   SOLE N/A 70,730 0 0
OMNICELL INC COM 68213N109   2,487 34,410 SH   SOLE N/A 34,410 0 0
OMNICOM GROUP INC COM 681919106   236 3,020 SH   SOLE N/A 3,020 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,473 76,660 SH   SOLE N/A 76,660 0 0
ONEOK INC NEW COM 682680103   3,897 52,880 SH   SOLE N/A 52,880 0 0
ORACLE CORP COM 68389X105   9,041 164,290 SH   SOLE N/A 164,290 0 0
OSI SYSTEMS INC COM 671044105   1,837 18,090 SH   SOLE N/A 18,090 0 0
OWENS CORNING NEW COM 690742101   4,610 72,950 SH   SOLE N/A 72,950 0 0
PACKAGING CORP AMER COM 695156109   575 5,420 SH   SOLE N/A 5,420 0 0
PAPA JOHNS INTL INC COM 698813102   4,742 90,580 SH   SOLE N/A 90,580 0 0
PAYCHEX INC COM 704326107   4,216 50,940 SH   SOLE N/A 50,940 0 0
PEGASYSTEMS INC COM 705573103   924 13,580 SH   SOLE N/A 13,580 0 0
PERKINELMER INC COM 714046109   6,078 71,360 SH   SOLE N/A 71,360 0 0
PERRIGO CO PLC SHS G97822103   6,408 114,660 SH   SOLE N/A 114,660 0 0
PFIZER INC COM 717081103   3,345 93,100 SH   SOLE N/A 93,100 0 0
PINNACLE WEST CAP CORP COM 723484101   6,099 62,830 SH   SOLE N/A 62,830 0 0
PIPER JAFFRAY COS COM 724078100   590 7,820 SH   SOLE N/A 7,820 0 0
PNC FINL SVCS GROUP INC COM 693475105   1,798 12,830 SH   SOLE N/A 12,830 0 0
POLYONE CORP COM 73179P106   1,243 38,080 SH   SOLE N/A 38,080 0 0
PRA GROUP INC COM 69354N106   768 22,720 SH   SOLE N/A 22,720 0 0
PRESTIGE CONSMR HEALTHCARE I COM 74112D101   1,391 40,110 SH   SOLE N/A 40,110 0 0
PRICE T ROWE GROUP INC COM 74144T108   3,130 27,400 SH   SOLE N/A 27,400 0 0
PRICESMART INC COM 741511109   689 9,690 SH   SOLE N/A 9,690 0 0
PRINCIPAL FINL GROUP INC COM 74251V102   5,295 92,670 SH   SOLE N/A 92,670 0 0
PROGRESSIVE CORP OHIO COM 743315103   9,770 126,470 SH   SOLE N/A 126,470 0 0
PROLOGIS INC COM 74340W103   2,197 25,780 SH   SOLE N/A 25,780 0 0
PUBLIC STORAGE COM 74460D109   4,542 18,520 SH   SOLE N/A 18,520 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   1,134 18,270 SH   SOLE N/A 18,270 0 0
PULTE GROUP INC COM 745867101   8,226 225,070 SH   SOLE N/A 225,070 0 0
PVH CORP COM 693656100   12,724 144,210 SH   SOLE N/A 144,210 0 0
QUEST DIAGNOSTICS INC COM 74834L100   3,701 34,580 SH   SOLE N/A 34,580 0 0
RBC BEARINGS INC COM 75524B104   352 2,120 SH   SOLE N/A 2,120 0 0
REALTY INCOME CORP COM 756109104   426 5,560 SH   SOLE N/A 5,560 0 0
REGENCY CTRS CORP COM 758849103   3,582 51,540 SH   SOLE N/A 51,540 0 0
REGIONS FINL CORP NEW COM 7591EP100   4,992 315,540 SH   SOLE N/A 315,540 0 0
REPUBLIC SVCS INC COM 760759100   1,495 17,270 SH   SOLE N/A 17,270 0 0
RESMED INC COM 761152107   2,631 19,470 SH   SOLE N/A 19,470 0 0
ROGERS CORP COM 775133101   1,384 10,120 SH   SOLE N/A 10,120 0 0
ROPER TECHNOLOGIES INC COM 776696106   4,358 12,220 SH   SOLE N/A 12,220 0 0
ROSS STORES INC COM 778296103   299 2,720 SH   SOLE N/A 2,720 0 0
SAIA INC COM 78709Y105   482 5,140 SH   SOLE N/A 5,140 0 0
SAREPTA THERAPEUTICS INC COM 803607100   9,788 129,950 SH   SOLE N/A 129,950 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   1,715 7,110 SH   SOLE N/A 7,110 0 0
SEACOAST BKG CORP FLA COM NEW 811707801   508 20,080 SH   SOLE N/A 20,080 0 0
SEALED AIR CORP NEW COM 81211K100   413 9,960 SH   SOLE N/A 9,960 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   130,605 1,621,820 SH   SOLE N/A 1,621,820 0 0
SHERWIN WILLIAMS CO COM 824348106   3,140 5,710 SH   SOLE N/A 5,710 0 0
SIGNET JEWELERS LIMITED SHS G81276100   4,594 274,090 SH   SOLE N/A 274,090 0 0
SIMPSON MANUFACTURING CO INC COM 829073105   311 4,490 SH   SOLE N/A 4,490 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109   4,734 110,760 SH   SOLE N/A 110,760 0 0
SMITH A O CORP COM 831865209   8,090 169,570 SH   SOLE N/A 169,570 0 0
SOUTHWEST AIRLS CO COM 844741108   1,138 21,070 SH   SOLE N/A 21,070 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102   763 8,380 SH   SOLE N/A 8,380 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870   67,235 881,770 SH   SOLE N/A 881,770 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698   8,007 151,680 SH   SOLE N/A 151,680 0 0
STAMPS COM INC COM NEW 852857200   4,255 57,150 SH   SOLE N/A 57,150 0 0
STARBUCKS CORP COM 855244109   7,748 87,630 SH   SOLE N/A 87,630 0 0
STERICYCLE INC COM 858912108   4,717 92,620 SH   SOLE N/A 92,620 0 0
STERLING BANCORP DEL COM 85917A100   697 34,740 SH   SOLE N/A 34,740 0 0
SUNCOR ENERGY INC NEW COM 867224107   4,726 149,660 SH   SOLE N/A 149,660 0 0
TECHNIPFMC PLC COM G87110105   413 17,090 SH   SOLE N/A 17,090 0 0
TENNECO INC CL A VTG COM STK 880349105   1,798 143,610 SH   SOLE N/A 143,610 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107   3,404 62,280 SH   SOLE N/A 62,280 0 0
TEXTRON INC COM 883203101   813 16,610 SH   SOLE N/A 16,610 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   667 2,290 SH   SOLE N/A 2,290 0 0
THOR INDS INC COM 885160101   4,829 85,260 SH   SOLE N/A 85,260 0 0
TRACTOR SUPPLY CO COM 892356106   2,923 32,320 SH   SOLE N/A 32,320 0 0
TRAVELERS COMPANIES INC COM 89417E109   2,186 14,700 SH   SOLE N/A 14,700 0 0
UDR INC COM 902653104   4,627 95,450 SH   SOLE N/A 95,450 0 0
UNIFIRST CORP MASS COM 904708104   1,461 7,490 SH   SOLE N/A 7,490 0 0
UNILEVER N V N Y SHS NEW 904784709   5,579 92,940 SH   SOLE N/A 92,940 0 0
UNION PACIFIC CORP COM 907818108   6,665 41,150 SH   SOLE N/A 41,150 0 0
UNITED AIRLINES HLDGS INC COM 910047109   7,419 83,920 SH   SOLE N/A 83,920 0 0
UNITED BANKSHARES INC WEST V COM 909907107   238 6,290 SH   SOLE N/A 6,290 0 0
UNITED PARCEL SERVICE INC CL B 911312106   12,031 100,410 SH   SOLE N/A 100,410 0 0
UNITED TECHNOLOGIES CORP COM 913017109   912 6,680 SH   SOLE N/A 6,680 0 0
UNIVERSAL FST PRODS INC COM 913543104   264 6,620 SH   SOLE N/A 6,620 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   4,439 29,840 SH   SOLE N/A 29,840 0 0
URBAN OUTFITTERS INC COM 917047102   7,647 272,230 SH   SOLE N/A 272,230 0 0
US BANCORP DEL COM NEW 902973304   2,203 39,800 SH   SOLE N/A 39,800 0 0
VALERO ENERGY CORP NEW COM 91913Y100   579 6,790 SH   SOLE N/A 6,790 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106   23,884 894,180 SH   SOLE N/A 894,180 0 0
VERISIGN INC COM 92343E102   8,843 46,880 SH   SOLE N/A 46,880 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   12,013 199,020 SH   SOLE N/A 199,020 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   398 2,350 SH   SOLE N/A 2,350 0 0
VIASAT INC COM 92552V100   1,555 20,640 SH   SOLE N/A 20,640 0 0
VONAGE HLDGS CORP COM 92886T201   1,052 93,070 SH   SOLE N/A 93,070 0 0
VULCAN MATLS CO COM 929160109   215 1,420 SH   SOLE N/A 1,420 0 0
WABTEC CORP COM 929740108   13,775 191,690 SH   SOLE N/A 191,690 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   17,527 316,880 SH   SOLE N/A 316,880 0 0
WASTE MGMT INC DEL COM 94106L109   4,201 36,530 SH   SOLE N/A 36,530 0 0
WELLS FARGO CO NEW COM 949746101   4,222 83,710 SH   SOLE N/A 83,710 0 0
WERNER ENTERPRISES INC COM 950755108   660 18,710 SH   SOLE N/A 18,710 0 0
WESTERN DIGITAL CORP COM 958102105   12,019 201,520 SH   SOLE N/A 201,520 0 0
WESTERN UN CO COM 959802109   1,115 48,140 SH   SOLE N/A 48,140 0 0
WEYERHAEUSER CO COM 962166104   5,494 198,330 SH   SOLE N/A 198,330 0 0
WHIRLPOOL CORP COM 963320106   1,367 8,630 SH   SOLE N/A 8,630 0 0
WILLIAMS SONOMA INC COM 969904101   1,942 28,560 SH   SOLE N/A 28,560 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   8,134 114,320 SH   SOLE N/A 114,320 0 0
XILINX INC COM 983919101   24,426 254,700 SH   SOLE N/A 254,700 0 0
YUM BRANDS INC COM 988498101   8,738 77,030 SH   SOLE N/A 77,030 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102   247 1,800 SH   SOLE N/A 1,800 0 0
ZIONS BANCORPORATION N A COM 989701107   4,435 99,610 SH   SOLE N/A 99,610 0 0