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

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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
ALLY FINL INCCOM02005N1004138,081SH SOLE05,73202,349
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391002,35621,098SH SOLE016,11304,985
WESTPAC BANKING CORPSPONSORED ADR96121430160632,698SH SOLE028,99403,704
WILLIAMS COS INCCOM9694571002439,385SH SOLE08,5930792
SHINHAN FINANCIAL GROUP CO LSPN ADR RESTRD8245961001,39141,301SH SOLE034,04207,259
APTIV PLCSHSG6095L1093,46123,231SH SOLE017,28605,945
US BANCORP DELCOM NEW9029733044,16770,110SH SOLE050,986019,124
INTERPUBLIC GROUP COS INCCOM4606901002,54669,431SH SOLE055,517013,914
CHURCHILL DOWNS INCCOM1714841085362,233SH SOLE01,5880645
JPMORGAN CHASE & COCOM46625H1002,62916,062SH SOLE013,66802,394
COMCAST CORP NEWCL A20030N1017,942141,995SH SOLE0105,126036,869
SUN CMNTYS INCCOM8666741042341,262SH SOLE01,1050157
EQUINIX INCCOM29444U7001,1571,464SH SOLE01,2590205
ANALOG DEVICES INCCOM0326541051,2827,656SH SOLE06,37801,278
PARKER-HANNIFIN CORPCOM7010941046292,249SH SOLE01,6620587
EBAY INC.COM2786421031,26918,217SH SOLE013,26004,956
LUMEN TECHNOLOGIES INCCOM55024110343435,055SH SOLE028,01207,043
GENMAB A/SSPONSORED ADS3723032063768,602SH SOLE07,44101,161
ROCKWELL AUTOMATION INCCOM7739031091,6865,736SH SOLE04,53701,199
PIONEER NAT RES COCOM7237871072671,602SH SOLE01,3820220
PRUDENTIAL PLCADR74435K20447212,040SH SOLE010,20901,831
GENTEX CORPCOM37190110950415,274SH SOLE08,48306,791
IQVIA HLDGS INCCOM46266C1052,75811,512SH SOLE08,50203,010
NATIONAL CINEMEDIA INCCOM6353091075415,097SH SOLE015,09700
TAKE-TWO INTERACTIVE SOFTWARCOM8740541094883,168SH SOLE02,3200848
KNIGHT-SWIFT TRANSN HLDGS INCL A4990491043907,629SH SOLE04,97802,651
FORTIVE CORPCOM34959J1082273,214SH SOLE02,4820732
MOSAIC CO NEWCOM61945C1032065,779SH SOLE04,34301,436
VERISK ANALYTICS INCCOM92345Y1062,09410,457SH SOLE07,95902,498
CISCO SYS INCCOM17275R1025,718105,055SH SOLE076,394028,661
SHOPIFY INCCL A82509L107258190SH SOLE018406
F5 NETWORKS INCCOM3156161022161,089SH SOLE09060183
COTY INCCOM CL A22207020313817,613SH SOLE08,90008,713
SEAGATE TECHNOLOGY HLDNGS PLORD SHSG7997R1032032,466SH SOLE02,2150251
US FOODS HLDG CORPCOM9120081092406,925SH SOLE03,86403,061
BRISTOL-MYERS SQUIBB COCOM1101221081,49425,249SH SOLE021,86403,385
DISCOVERY INCCOM SER C25470F30235714,715SH SOLE012,60402,111
MARKEL CORPCOM570535104310259SH SOLE01550104
AMERICAN INTL GROUP INCCOM NEW02687478470612,859SH SOLE011,15901,699
AVERY DENNISON CORPCOM0536111097793,757SH SOLE02,8470910
OKTA INCCL A6792951051,5666,597SH SOLE04,94101,656
ONEOK INC NEWCOM6826801031,01017,424SH SOLE014,62502,799
MOBILE TELESYSTEMS PJSCSPONSORED ADR60740910921021,774SH SOLE012,85408,920
FORTINET INCCOM34959E1094231,450SH SOLE01,352098
CELANESE CORP DELCOM1508701033372,240SH SOLE01,8870353
RESMED INCCOM7611521071,3054,953SH SOLE03,69401,259
HCA HEALTHCARE INCCOM40412C1011,1534,750SH SOLE03,18201,568
ALASKA AIR GROUP INCCOM0116591092273,877SH SOLE03,5520325
QUANTA SVCS INCCOM74762E1021,18610,424SH SOLE08,10002,324
SYSCO CORPCOM8718291072,32229,576SH SOLE022,72706,849
CREE INCCOM2254471013424,238SH SOLE03,06701,171
SPIRE INCCOM84857L1014477,307SH SOLE06,17801,129
EATON CORP PLCSHSG291831031,3739,194SH SOLE07,43101,763
SEA LTDSPONSORD ADS81141R1006372,000SH SOLE01,5980402
SANOFISPONSORED ADR80105N1051,57932,761SH SOLE026,09006,671
HERSHEY COCOM4278661084332,561SH SOLE02,1520409
CORNING INCCOM2193501051,13030,964SH SOLE025,87405,090
LPL FINL HLDGS INCCOM50212V1002821,800SH SOLE01,0660734
BROADCOM INCCOM11135F1016,30312,999SH SOLE09,71803,281
BERKSHIRE HATHAWAY INC DELCL B NEW0846707023371,233SH SOLE01,198035
WESTROCK COCOM96145D10556511,340SH SOLE07,47803,862
GENERAC HLDGS INCCOM3687361047191,759SH SOLE01,2940465
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1023042,054SH SOLE01,1740880
EQUITRANS MIDSTREAM CORPCOM29460010110310,187SH SOLE010,0540133
SPLUNK INCCOM8486371043722,571SH SOLE01,7670804
UNITED MICROELECTRONICS CORPSPON ADR NEW91087340539134,204SH SOLE028,94005,264
ABBVIE INCCOM00287Y1092,04418,951SH SOLE016,58302,368
FALCON MINERALS CORPCL A COM30607B1099119,456SH SOLE017,18202,274
RELIANCE STEEL & ALUMINUM COCOM7595091021,2208,566SH SOLE06,17802,388
PLUG POWER INCCOM NEW72919P20225610,037SH SOLE06,41703,620
T-MOBILE US INCCOM8725901042,38318,655SH SOLE016,11102,544
DENTSPLY SIRONA INCCOM24906P1093566,135SH SOLE05,2920843
AGCO CORPCOM0010841025234,271SH SOLE03,4080863
AMPHENOL CORP NEWCL A0320951014305,867SH SOLE04,23001,637
MARRIOTT VACATIONS WORLDWIDECOM57164Y1074042,570SH SOLE01,8930677
HOLLYFRONTIER CORPCOM43610610867520,374SH SOLE017,81302,561
AMBEV SASPONSORED ADR02319V10312043,539SH SOLE034,79508,744
WPP PLC NEWADR92937A1021,11516,634SH SOLE014,39302,241
EXPEDITORS INTL WASH INCCOM3021301091,47912,418SH SOLE09,30403,114
SQUARE INCCL A8522341032,3029,597SH SOLE07,13402,463
COOPER COS INCCOM NEW2166484025311,285SH SOLE09500335
SIMON PPTY GROUP INC NEWCOM8288061091,68512,962SH SOLE09,62403,339
BROADRIDGE FINL SOLUTIONS INCOM11133T1032611,564SH SOLE01,2100354
NXP SEMICONDUCTORS N VCOMN6596X1092,34611,979SH SOLE08,98402,995
HELMERICH & PAYNE INCCOM4234521011,05538,484SH SOLE025,546012,938
LOUISIANA PAC CORPCOM5463471052343,813SH SOLE02,70201,111
POWER INTEGRATIONS INCCOM7392761033843,883SH SOLE03,3740509
DENBURY INCCOM24790A1012042,905SH SOLE02,2150690
KEYSIGHT TECHNOLOGIES INCCOM49338L1038104,930SH SOLE03,69501,235
D R HORTON INCCOM23331A1091,09913,082SH SOLE010,22302,859
HASBRO INCCOM4180561073263,658SH SOLE02,40101,257
LABORATORY CORP AMER HLDGSCOM NEW50540R4093321,178SH SOLE07190459
KANSAS CITY SOUTHERNCOM NEW485170302247913SH SOLE07000213
AMETEK INCCOM0311001004743,826SH SOLE02,57201,254
BANCO BRADESCO S ASPONSORED ADR05946040216850,447SH SOLE043,32707,120
BANCO SANTANDER S.A.ADR05964H105636175,753SH SOLE0155,209020,544
LG DISPLAY CO LTDSPONS ADR REP50186V10231940,099SH SOLE028,392011,707
PROLOGIS INC.COM74340W1033,21525,632SH SOLE018,94506,686
SAP SESPON ADR8030542041,46910,881SH SOLE09,09001,791
GILEAD SCIENCES INCCOM3755581033,01243,123SH SOLE036,75706,366
AIR LEASE CORPCL A00912X3022506,349SH SOLE04,26702,082
WELLTOWER INCCOM95040Q1041,70420,685SH SOLE015,54505,139
BILIBILI INCSPONS ADS REP Z0900401062874,340SH SOLE03,17501,165
MONDELEZ INTL INCCL A6092071054,65179,950SH SOLE056,965022,985
ENPHASE ENERGY INCCOM29355A1074162,775SH SOLE01,9360839
UNITED RENTALS INCCOM9113631095581,591SH SOLE01,3450246
CHARTER COMMUNICATIONS INC NCL A16119P1083,8105,237SH SOLE03,98501,252
C H ROBINSON WORLDWIDE INCCOM NEW12541W2096187,100SH SOLE05,10801,992
FIRST SOLAR INCCOM3364331076426,724SH SOLE06,0610663
BANCO SANTANDER BRASIL S AADS REP 1 UNIT05967A1077010,650SH SOLE09,42101,229
VISA INCCOM CL A92826C8396,59029,583SH SOLE025,01204,571
VULCAN MATLS COCOM9291601092211,309SH SOLE01,237072
TAPESTRY INCCOM8760301073338,999SH SOLE07,23901,760
CME GROUP INCCOM12572Q1052,55613,216SH SOLE09,56003,656
EDISON INTLCOM2810201072,32441,891SH SOLE029,188012,703
AVALONBAY CMNTYS INCCOM0534841011,5847,145SH SOLE05,31001,835
ZOETIS INCCL A98978V1034,05320,878SH SOLE015,54005,338
TJX COS INC NEWCOM8725401091,64824,971SH SOLE022,13402,837
FIRST HORIZON CORPORATIONCOM32051710529217,925SH SOLE014,59703,328
INVESCO MORTGAGE CAPITAL INCCOM46131B1004514,377SH SOLE014,37700
KB FINL GROUP INCSPONSORED ADR48241A10588219,006SH SOLE014,08804,918
SBA COMMUNICATIONS CORP NEWCL A78410G1044201,271SH SOLE06230648
ELECTRONIC ARTS INCCOM2855121095183,640SH SOLE03,2760364
VERISIGN INCCOM92343E1027843,824SH SOLE02,49101,333
VIATRIS INCCOM92556V10617312,766SH SOLE011,07201,694
AUTOMATIC DATA PROCESSING INCOM0530151033,58517,933SH SOLE013,62004,313
SCHLUMBERGER LTDCOM STK80685710841513,989SH SOLE011,35802,631
WAYFAIR INCCL A94419L1013391,328SH SOLE09320396
COPART INCCOM2172041062411,740SH SOLE01,649091
HOLOGIC INCCOM4364401012953,996SH SOLE02,72501,271
ORCHID IS CAP INCCOM68571X1036012,261SH SOLE011,18601,075
SITEONE LANDSCAPE SUPPLY INCCOM82982L1032391,197SH SOLE07770420
TRIUMPH GROUP INC NEWCOM89681810123112,383SH SOLE011,28601,097
LAMB WESTON HLDGS INCCOM51327210461710,056SH SOLE07,17702,879
BARCLAYS PLCADR06738E20424523,776SH SOLE023,3050471
HEALTHPEAK PROPERTIES INCCOM42250P1031,15134,381SH SOLE026,37508,006
ILLINOIS TOOL WKS INCCOM4523081098544,131SH SOLE02,97201,159
MAGNOLIA OIL & GAS CORPCL A55966310926514,892SH SOLE012,54902,343
TE CONNECTIVITY LTDREG SHSH849891046634,831SH SOLE03,14001,691
MARSH & MCLENNAN COS INCCOM5717481024,08426,968SH SOLE020,21706,751
ANSYS INCCOM03662Q1054221,239SH SOLE07890450
INSULET CORPCOM45784P1014771,677SH SOLE01,2030474
MICROCHIP TECHNOLOGY INC.COM5950171043041,980SH SOLE01,7630217
FACEBOOK INCCL A30303M1028,28224,403SH SOLE021,60102,802
MARKETAXESS HLDGS INCCOM57060D1085101,213SH SOLE09070306
KLA CORPCOM NEW482480100222663SH SOLE0590073
LYFT INCCL A COM55087P1044909,150SH SOLE06,04403,106
LILLY ELI & COCOM5324571082,79812,110SH SOLE010,64801,462
JAMES HARDIE INDS PLCSPONSORED ADR47030M10687024,382SH SOLE021,20103,181
AMER STATES WTR COCOM0298991012502,923SH SOLE02,3820541
ZIMMER BIOMET HOLDINGS INCCOM98956P1022741,875SH SOLE01,6020273
GALLAGHER ARTHUR J & COCOM3635761098535,741SH SOLE04,23001,511
TAKEDA PHARMACEUTICAL CO LTDSPONSORED ADS8740602051,46689,481SH SOLE073,465016,016
VIACOMCBS INCCL B92556H20662915,933SH SOLE013,99501,938
SM ENERGY COCOM78454L1002559,668SH SOLE08,8870781
VODAFONE GROUP PLC NEWSPONSORED ADR92857W30891158,937SH SOLE048,321010,616
GLOBE LIFE INCCOM37959E1022072,322SH SOLE01,5470775
WALGREENS BOOTS ALLIANCE INCCOM9314271083778,008SH SOLE06,90701,101
PUBLIC STORAGECOM74460D1091,7565,911SH SOLE04,32501,586
PENTAIR PLCSHSG7S00T1045457,507SH SOLE06,8020705
W & T OFFSHORE INCCOM92922P1064612,304SH SOLE010,50701,797
SCOTTS MIRACLE-GRO COCL A8101861062761,889SH SOLE01,1280761
SMUCKER J M COCOM NEW8326964051,1239,359SH SOLE06,95602,403
NEWELL BRANDS INCCOM65122910629713,415SH SOLE012,10101,314
SALESFORCE COM INCCOM79466L3027,35727,127SH SOLE020,44106,686
JONES LANG LASALLE INCCOM48020Q1073311,334SH SOLE09190415
HANCOCK WHITNEY CORPORATIONCOM4101201092254,778SH SOLE03,8090969
EQUITABLE HLDGS INCCOM29452E1012668,967SH SOLE07,46201,505
TRANSUNIONCOM89400J1078027,143SH SOLE05,16701,976
SUMITOMO MITSUI FINL GROUP ISPONSORED ADR86562M2091,016144,933SH SOLE0115,770029,163
GRACO INCCOM3841091042133,044SH SOLE02,01001,034
CHARLES RIV LABS INTL INCCOM1598641077351,780SH SOLE01,4310349
EXTRACTION OIL & GAS INCCOM30227M3033566,306SH SOLE05,08201,224
CHUBB LIMITEDCOMH1467J1042,41413,913SH SOLE010,08903,824
ZOOM VIDEO COMMUNICATIONS INCL A98980L1018333,184SH SOLE02,2040980
CITIGROUP INCCOM NEW1729674246799,671SH SOLE07,93501,736
ITAU UNIBANCO HLDG S ASPON ADR REP PFD46556210612122,954SH SOLE020,63602,318
DANAHER CORPORATIONCOM2358511027,30123,983SH SOLE018,31905,664
ORANGESPONSORED ADR68406010612111,159SH SOLE09,60601,553
SEMTECH CORPCOM8168501013654,678SH SOLE04,2600418
DT MIDSTREAM INCCOMMON STOCK23345M10750210,864SH SOLE04,68406,180
WATERS CORPCOM9418481035411,513SH SOLE01,1440369
BOSTON SCIENTIFIC CORPCOM1011371072,59459,774SH SOLE043,827015,947
TELEDYNE TECHNOLOGIES INCCOM879360105301700SH SOLE05300170
BECTON DICKINSON & COCOM0758871095852,382SH SOLE02,0650317
SNAP INCCL A83304A1065617,596SH SOLE06,6650931
CAESARS ENTERTAINMENT INC NECOM12769G1005945,287SH SOLE03,65601,631
AEGON N VNY REGISTRY SHS00792410320339,817SH SOLE036,04003,777
WIPRO LTDSPON ADR 1 SH97651M10952659,542SH SOLE048,170011,372
MASTERCARD INCORPORATEDCL A57636Q1046,46818,602SH SOLE015,63802,964
ACTIVISION BLIZZARD INCCOM00507V1091,20715,600SH SOLE013,11202,488
ERICSSONADR B SEK 1029482160840436,030SH SOLE027,75708,273
ATHENE HOLDING LTDCL AG0684D1072483,597SH SOLE02,44201,155
ITT INCCOM45073V1085506,406SH SOLE04,71501,691
NETAPP INCCOM64110D1042843,164SH SOLE02,4050759
KIMBERLY-CLARK CORPCOM4943681031,2599,509SH SOLE08,5480961
BAKER HUGHES COMPANYCL A05722G10072829,421SH SOLE025,80903,612
DISNEY WALT COCOM2546871063,47720,551SH SOLE011,66408,887
DEERE & COCOM2441991053,72811,126SH SOLE08,31702,809
YUM CHINA HLDGS INCCOM98850P1092033,485SH SOLE02,9760509
DISCOVER FINL SVCSCOM2547091081,0828,810SH SOLE06,31902,491
AMERICAN TOWER CORP NEWCOM03027X1003,07711,592SH SOLE08,62202,970
ING GROEP N.V.SPONSORED ADR4568371031,592109,878SH SOLE0101,24708,631
MICRON TECHNOLOGY INCCOM5951121033,03142,708SH SOLE031,453011,255
BALL CORPCOM0584981063033,366SH SOLE02,3940972
CHOICE HOTELS INTL INCCOM1699051063372,667SH SOLE02,0700597
EVERSOURCE ENERGYCOM30040W1081,68920,654SH SOLE016,65903,995
PFIZER INCCOM71708110392921,604SH SOLE018,25803,346
DIGITAL RLTY TR INCCOM2538681039136,318SH SOLE04,40001,918
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF9220427422552,505SH SOLE01,9240581
AON PLCSHS CL AG0403H1082,0847,294SH SOLE04,92502,369
INTUITIVE SURGICAL INCCOM NEW46120E6024,7144,742SH SOLE03,59601,146
HAYNES INTERNATIONAL INCCOM NEW4208772013499,379SH SOLE07,89801,481
STATE STR CORPCOM8574771031,84721,803SH SOLE016,21805,585
HOWMET AEROSPACE INCCOM44320110860919,513SH SOLE014,30205,211
WOORI FINL GROUP INCSPONSORED ADS98106410870724,470SH SOLE020,13404,336
HSBC HLDGS PLCSPON ADR NEW4042804061,11742,715SH SOLE036,10506,610
TELADOC HEALTH INCCOM87918A1054153,274SH SOLE02,2810993
INVITATION HOMES INCCOM46187W1072225,791SH SOLE05,2150576
COGNIZANT TECHNOLOGY SOLUTIOCL A1924461021,01313,644SH SOLE09,63104,013
GENUINE PARTS COCOM3724601051,34711,110SH SOLE08,40302,707
HESS CORPCOM42809H1072242,865SH SOLE02,5910274
PULTE GROUP INCCOM7458671013166,890SH SOLE06,0870803
WERNER ENTERPRISES INCCOM9507551082204,978SH SOLE04,97800
EXELIXIS INCCOM30161Q10444320,956SH SOLE012,85208,104
CHURCH & DWIGHT INCCOM1713401022,33228,237SH SOLE020,99307,244
NOV INCCOM62955J1031,21092,322SH SOLE062,023030,299
ROBERT HALF INTL INCCOM7703231034174,160SH SOLE03,4460714
COMERICA INCCOM2003401076448,003SH SOLE06,89801,105
DIAGEO PLCSPON ADR NEW25243Q2052,09710,863SH SOLE08,85502,008
PEPSICO INCCOM7134481086,93546,107SH SOLE034,193011,914
GRUPO AVAL ACCIONES Y VALORESPONSORED ADS40053W1017613,164SH SOLE011,59801,566
SYNEOS HEALTH INCCL A87166B1022102,399SH SOLE01,39901,000
BROWN FORMAN CORPCL B1156372091,06215,852SH SOLE011,86803,984
SNAP ON INCCOM8330341016022,880SH SOLE02,4190461
ZEBRA TECHNOLOGIES CORPORATICL A9892071056991,357SH SOLE01,0020355
AMERICA MOVIL SAB DE CVSPON ADR L SHS02364W10517710,028SH SOLE06,59703,431
BK OF AMERICA CORPCOM0605051045,796136,529SH SOLE0118,707017,822
COSTCO WHSL CORP NEWCOM22160K1051,1602,582SH SOLE02,3320250
OCCIDENTAL PETE CORPCOM6745991052016,781SH SOLE06,1480633
NEXTERA ENERGY INCCOM65339F1012943,746SH SOLE03,728018
HUBBELL INCCOM4435106073922,171SH SOLE01,5890582
XPO LOGISTICS INCCOM9837931004545,707SH SOLE03,93101,776
MGM RESORTS INTERNATIONALCOM55295310147511,008SH SOLE08,41902,589
IDEXX LABS INCCOM45168D1041,6702,686SH SOLE01,8770809
AMERICAN EXPRESS COCOM0258161092,96517,698SH SOLE014,87502,823
LINCOLN NATL CORP INDCOM5341871091,77925,871SH SOLE021,23504,636
ABBOTT LABSCOM0028241006,79857,546SH SOLE044,104013,442
NORTHERN TR CORPCOM6658591047306,770SH SOLE05,8780892
CVS HEALTH CORPCOM1266501002,84733,546SH SOLE028,14305,403
XYLEM INCCOM98419M1002,18117,631SH SOLE013,71903,912
NVENT ELECTRIC PLCSHSG6700G10755817,273SH SOLE013,39503,878
TARGET CORPCOM87612E1064,01817,562SH SOLE012,99504,567
TOYOTA MOTOR CORPSP ADR REP2COM8923313075212,933SH SOLE02,2260707
LOWES COS INCCOM5486611071,6157,961SH SOLE06,19401,767
WYNN RESORTS LTDCOM9831341072963,495SH SOLE02,9960499
VEREIT INCCOM92339V30880817,859SH SOLE014,59303,265
ALLEGION PLCORD SHSG0176J1094303,253SH SOLE02,6420611
APPLE INCCOM03783310056,130396,681SH SOLE0304,880091,801
CATERPILLAR INCCOM1491231011,8859,822SH SOLE06,31803,504
HUNTINGTON BANCSHARES INCCOM4461501041,621104,846SH SOLE074,954029,892
PRUDENTIAL FINL INCCOM7443201024,53243,077SH SOLE033,065010,012
HUNT J B TRANS SVCS INCCOM4456581071,81510,854SH SOLE08,10002,754
TELEFONICA S ASPONSORED ADR879382208978207,721SH SOLE0171,709036,012
ARROW ELECTRS INCCOM0427351002252,004SH SOLE01,7760228
QUALCOMM INCCOM7475251034,16332,274SH SOLE023,78408,491
PAYCHEX INCCOM7043261071,81116,108SH SOLE011,99004,118
UNION PAC CORPCOM9078181081,7508,928SH SOLE07,43801,490
EQUIFAX INCCOM2944291051,0584,175SH SOLE03,2330942
BORGWARNER INCCOM0997241063197,390SH SOLE06,00901,381
AT&T INCCOM00206R1026,246231,249SH SOLE0171,112060,137
SYNCHRONY FINANCIALCOM87165B10372314,792SH SOLE010,60504,187
CENTENE CORP DELCOM15135B1015629,013SH SOLE06,10802,905
TRAVELERS COMPANIES INCCOM89417E1091,2448,185SH SOLE05,95102,234
GRAINGER W W INCCOM3848021048972,282SH SOLE01,7520530
LENNAR CORPCL A5260571045485,845SH SOLE04,46301,382
WORKDAY INCCL A98138H1017913,167SH SOLE02,10801,059
JUST EAT TAKEAWAY COM N VSPONSORED ADS48214T30528919,892SH SOLE013,57806,314
KEURIG DR PEPPER INCCOM49271V10080923,690SH SOLE021,81401,876
RAVEN INDS INCCOM7542121082163,747SH SOLE02,8080939
MARTIN MARIETTA MATLS INCCOM573284106298873SH SOLE07490124
AMAZON COM INCCOM02313510628,0398,536SH SOLE06,42102,115
PALO ALTO NETWORKS INCCOM6974351057971,664SH SOLE01,1520512
WESTERN DIGITAL CORP.COM9581021055209,212SH SOLE06,94402,268
SONY GROUP CORPORATIONSPONSORED ADR8356993073,18528,807SH SOLE024,55004,257
ABIOMED INCCOM003654100211649SH SOLE04680181
NOVO-NORDISK A SADR6701002052,17422,647SH SOLE018,46204,185
ACCENTURE PLC IRELANDSHS CLASS AG1151C1017,40423,144SH SOLE017,68205,462
HYATT HOTELS CORPCOM CL A4485791023885,026SH SOLE02,81802,208
NOVARTIS AGSPONSORED ADR66987V1093,00336,715SH SOLE030,64206,073
INVESCO LTDSHSG491BT10841217,090SH SOLE012,75904,331
REGENERON PHARMACEUTICALSCOM75886F1078431,393SH SOLE01,1200273
HUBSPOT INCCOM4435731007091,049SH SOLE07820267
TREX CO INCCOM89531P1053483,417SH SOLE02,4410976
PROGRESSIVE CORPCOM7433151031,17112,950SH SOLE09,03103,919
TRANE TECHNOLOGIES PLCSHSG8994E1032561,482SH SOLE01,2160266
ILLUMINA INCCOM4523271091,9154,721SH SOLE03,51601,205
TRUIST FINL CORPCOM89832Q1093,48559,427SH SOLE044,242015,185
CIA ENERGETICA DE MINAS GERASP ADR N-V PFD204409601290114,922SH SOLE088,432026,490
SFL CORPORATION LTDSHSG7738W10622526,840SH SOLE023,61603,224
EDWARDS LIFESCIENCES CORPCOM28176E1083,88734,333SH SOLE027,18407,149
METTLER TOLEDO INTERNATIONALCOM5926881051,010733SH SOLE05520181
FOMENTO ECONOMICO MEXICANO SSPON ADR UNITS3444191062883,323SH SOLE02,4260897
TWITTER INCCOM90184L1022,12335,157SH SOLE025,36709,790
PACCAR INCCOM6937181081,19315,111SH SOLE010,69204,419
LLOYDS BANKING GROUP PLCSPONSORED ADR539439109724295,395SH SOLE0241,123054,272
TEXAS INSTRS INCCOM8825081041,8989,875SH SOLE07,81202,063
NORFOLK SOUTHN CORPCOM6558441086332,646SH SOLE02,1130533
JOHNSON CTLS INTL PLCSHSG515021053,55952,283SH SOLE039,762012,521
TERADYNE INCCOM8807701028127,440SH SOLE06,03801,402
REALTY INCOME CORPCOM75610910471911,081SH SOLE08,08702,994
SCHWAB CHARLES CORPCOM8085131054,17957,366SH SOLE043,082014,284
EASTMAN CHEM COCOM2774321002772,750SH SOLE02,4650285
NORDSON CORPCOM6556631022451,029SH SOLE06120417
TRAVEL PLUS LEISURE COCOM8941641023706,789SH SOLE05,12101,668
COLGATE PALMOLIVE COCOM1941621036027,966SH SOLE06,77901,187
CROWN HLDGS INCCOM2283681063163,132SH SOLE03,036096
BILL COM HLDGS INCCOM0900431002761,034SH SOLE06720362
STRYKER CORPORATIONCOM863667101228864SH SOLE07270137
PROCTER AND GAMBLE COCOM7427181096014,301SH SOLE03,18801,113
ORACLE CORPCOM68389X1054,91056,356SH SOLE043,261013,095
ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR03524A1081,12619,973SH SOLE016,64303,330
TRANSDIGM GROUP INCCOM8936411006661,066SH SOLE07910275
IHS MARKIT LTDSHSG475671053,24127,792SH SOLE021,54606,246
TELEFONICA BRASIL SANEW ADR87936R20513317,093SH SOLE011,67505,418
CBRE GROUP INCCL A12504L1092,02920,843SH SOLE016,45304,390
GLOBAL PMTS INCCOM37940X1021,5269,687SH SOLE06,99602,690
SEMPRACOM8168511092,41019,048SH SOLE012,38806,659
CINCINNATI FINL CORPCOM1720621012282,000SH SOLE067001,330
INTERCONTINENTAL EXCHANGE INCOM45866F1042,40020,902SH SOLE014,84306,059
AMERIPRISE FINL INCCOM03076C1061,8977,181SH SOLE05,40601,775
PRICE T ROWE GROUP INCCOM74144T1085842,969SH SOLE02,5480421
ONE GAS INCCOM68235P1083044,804SH SOLE04,0580746
ASE TECHNOLOGY HLDG CO LTDSPONSORED ADS00215W1001,129143,880SH SOLE0110,338033,542
DOVER CORPCOM2600031081,78111,455SH SOLE08,80302,652
TWILIO INCCL A90138F1021,9986,261SH SOLE04,60001,661
MITSUBISHI UFJ FINL GROUP INSPONSORED ADS6068221046711,366SH SOLE010,6070759
GLOBANT S ACOML44385109227808SH SOLE05030305
INGERSOLL RAND INCCOM45687V1061,51730,092SH SOLE022,77707,315
WALMART INCCOM9311421033172,273SH SOLE02,1590114
FOX CORPCL A COM35137L1052446,083SH SOLE05,1960887
HORMEL FOODS CORPCOM4404521002195,342SH SOLE04,25701,085
VEEVA SYS INCCL A COM9224751083941,366SH SOLE01,2630103
TRADEWEB MKTS INCCL A8926721062543,142SH SOLE01,80401,338
CHINA LIFE INS CO LTDSPON ADR REP H16939P10632039,206SH SOLE032,10907,097
INTEL CORPCOM4581401005,649106,024SH SOLE077,359028,665
REPLIGEN CORPCOM7599161095431,880SH SOLE01,4650415
WILLIS TOWERS WATSON PLC LTDSHSG966291034982,144SH SOLE01,9380206
INFOSYS LTDSPONSORED ADR4567881081,18053,043SH SOLE043,04609,997
MIDDLESEX WTR COCOM5966801083423,330SH SOLE02,7820548
NORTHWEST NAT HLDG COCOM66765N1052565,557SH SOLE04,6610896
BURLINGTON STORES INCCOM122017106274968SH SOLE0872096
EXTRA SPACE STORAGE INCCOM30225T1026063,605SH SOLE02,7880817
HARTFORD FINL SVCS GROUP INCCOM41651510482611,763SH SOLE08,90302,860
TRACTOR SUPPLY COCOM8923561062841,403SH SOLE07040699
CADENCE DESIGN SYSTEM INCCOM1273871081,54610,206SH SOLE08,22501,981
V F CORPCOM9182041081,30419,459SH SOLE014,47504,983
CABLE ONE INCCOM12685J105325179SH SOLE0154025
ESSEX PPTY TR INCCOM2971781057252,267SH SOLE01,6820585
FOX CORPCL B COM35137L20470919,102SH SOLE014,37204,730
ENTEGRIS INCCOM29362U1043422,719SH SOLE02,4510268
AUTODESK INCCOM0527691062,2047,730SH SOLE05,76501,965
TENARIS S ASPONSORED ADS88031M1091,02648,602SH SOLE038,75009,852
SHERWIN WILLIAMS COCOM8243481064,38815,686SH SOLE012,20203,484
CONAGRA BRANDS INCCOM20588710245113,319SH SOLE012,3360983
CINTAS CORPCOM1729081051,3223,472SH SOLE02,5870885
NIKE INCCL B6541061036,24242,978SH SOLE032,762010,216
STANLEY BLACK & DECKER INCCOM8545021011,6839,602SH SOLE07,23302,369
ALIGN TECHNOLOGY INCCOM0162551011,5252,291SH SOLE01,6190672
CDW CORPCOM12514G1082971,634SH SOLE01,4310203
ADVANCED MICRO DEVICES INCCOM0079031073,16830,792SH SOLE022,47208,320
ANGLOGOLD ASHANTI LIMITEDSPONSORED ADR03512820647529,732SH SOLE025,53204,200
UNUM GROUPCOM91529Y10629511,788SH SOLE011,748040
MERCADOLIBRE INCCOM58733R102542323SH SOLE0290033
GLAXOSMITHKLINE PLCSPONSORED ADR37733W1051,79346,918SH SOLE038,89808,020
PNC FINL SVCS GROUP INCCOM6934751054,25221,732SH SOLE016,17605,556
HOME DEPOT INCCOM4370761029,98030,404SH SOLE022,61507,789
HUMANA INCCOM4448591029762,507SH SOLE01,7540753
METLIFE INCCOM59156R1083,41255,267SH SOLE041,413013,854
CSX CORPCOM12640810395332,058SH SOLE026,19005,868
TESLA INCCOM88160R1014,6285,968SH SOLE05,5220446
VENTAS INCCOM92276F1004468,075SH SOLE07,1760899
RHCOM74967X103205308SH SOLE01940114
EQUITY RESIDENTIALSH BEN INT29476L1072,45930,386SH SOLE023,67906,707
WYNDHAM HOTELS & RESORTS INCCOM98311A1052112,737SH SOLE01,64201,095
NVIDIA CORPORATIONCOM67066G10413,40664,712SH SOLE049,668015,044
NETFLIX INCCOM64110L1062,3063,779SH SOLE02,16301,616
BROWN FORMAN CORPCL A1156371003355,342SH SOLE03,04502,297
DIAMONDBACK ENERGY INCCOM25278X1093783,992SH SOLE03,5050487
INTERNATIONAL PAPER COCOM4601461034878,714SH SOLE08,0180695
SIRIUS XM HOLDINGS INCCOM82968B10326343,104SH SOLE034,51808,586
FIDELITY NATL INFORMATION SVCOM31620M1062,96224,345SH SOLE018,53305,812
EVOLUTION PETE CORPCOM30049A10711520,330SH SOLE018,23002,100
ECOLAB INCCOM2788651002,89013,851SH SOLE010,21603,635
CREDIT SUISSE GROUPSPONSORED ADR22540110885186,275SH SOLE069,088017,187
COCA COLA COCOM19121610060211,464SH SOLE07,71703,748
AMGEN INCCOM0311621004,96523,348SH SOLE017,36105,987
CARRIER GLOBAL CORPORATIONCOM14448C1041,87436,207SH SOLE026,87709,330
IRON MTN INC NEWCOM46284V1014049,308SH SOLE08,04601,262
VERIZON COMMUNICATIONS INCCOM92343V1047,306135,273SH SOLE099,205036,068
DOLLAR TREE INCCOM2567461082082,178SH SOLE01,9760202
ATLASSIAN CORP PLCCL AG062421041,3653,487SH SOLE02,5450942
VICI PPTYS INCCOM92565210952618,508SH SOLE012,10206,405
UNITEDHEALTH GROUP INCCOM91324P10210,77327,571SH SOLE020,90706,664
CHEGG INCCOM1630921092814,126SH SOLE03,1830943
INTERNATIONAL BUSINESS MACHSCOM4592001014,34431,267SH SOLE022,50508,762
ESSENTIAL UTILS INCCOM29670G1023136,785SH SOLE05,75501,030
NOVOCURE LTDORD SHSG6674U1083062,632SH SOLE01,9280704
UBER TECHNOLOGIES INCCOM90353T10084418,842SH SOLE017,18901,653
AGNC INVT CORPCOM00123Q10420713,134SH SOLE05,70007,434
CAPITAL ONE FINL CORPCOM14040H1053,06318,912SH SOLE013,73805,174
ROLLINS INCCOM7757111042356,644SH SOLE04,72501,919
WASTE MGMT INC DELCOM94106L1091,55410,406SH SOLE09,4370968
KONINKLIJKE PHILIPS N VNY REGIS SHS NEW50047230365414,706SH SOLE012,39202,314
SERVICENOW INCCOM81762P1024,0836,562SH SOLE04,95301,609
CAMPBELL SOUP COCOM13442910957413,721SH SOLE08,89204,829
LOEWS CORPCOM5404241081,09920,374SH SOLE013,29807,076
HONDA MOTOR LTDAMERN SHS43812830860719,786SH SOLE016,42003,366
ASML HOLDING N VN Y REGISTRY SHSN070592104,0865,484SH SOLE04,6060878
RINGCENTRAL INCCL A76680R2064442,040SH SOLE01,4960544
3M COCOM88579Y1013401,936SH SOLE01,1760760
YUM BRANDS INCCOM9884981014643,794SH SOLE03,3370457
NOKIA CORPSPONSORED ADR65490220418533,953SH SOLE028,88305,070
PAYCOM SOFTWARE INCCOM70432V102416839SH SOLE05590280
CHUNGHWA TELECOM CO LTDSPON ADR NEW1117133Q50259315,091SH SOLE011,88203,209
MICROSOFT CORPCOM59491810450,594179,462SH SOLE0137,199042,263
LINDE PLCSHSG5494J103211720SH SOLE06070113
BANK NEW YORK MELLON CORPCOM0640581002,60750,280SH SOLE037,320012,960
MIZUHO FINANCIAL GROUP INCSPONSORED ADR60687Y10910536,985SH SOLE035,06801,917
DEVON ENERGY CORP NEWCOM25179M1033,19589,986SH SOLE059,538030,448
UBS GROUP AGSHSH4209710728217,703SH SOLE016,7620941
FLEETCOR TECHNOLOGIES INCCOM3390411056032,307SH SOLE01,5880719
RAYTHEON TECHNOLOGIES CORPCOM75513E1012883,348SH SOLE03,0950253
OIL STS INTL INCCOM6780261057111,080SH SOLE09,08002,000
HILTON GRAND VACATIONS INCCOM43283X1052274,776SH SOLE04,0260750
MARVELL TECHNOLOGY INCCOM5738741041,56225,903SH SOLE019,79106,112
VIRGIN GALACTIC HOLDINGS INCCOM92766K1062208,694SH SOLE05,60103,093
SOUTHWEST GAS HLDGS INCCOM8448951022694,026SH SOLE03,6400386
BIO-TECHNE CORPCOM09073M1045871,211SH SOLE07410470
REGIONS FINANCIAL CORP NEWCOM7591EP1001,91089,637SH SOLE068,735020,901
LAUDER ESTEE COS INCCL A5184391043,68412,283SH SOLE09,34702,935
STARBUCKS CORPCOM8552441091,87016,950SH SOLE015,06901,881
ADOBE SYSTEMS INCORPORATEDCOM00724F1019,34116,225SH SOLE012,87903,346
ABB LTDSPONSORED ADR0003752042,12063,544SH SOLE052,936010,608
PERKINELMER INCCOM7140461097894,555SH SOLE03,48801,067
ALLSTATE CORPCOM0200021011,44411,342SH SOLE08,33903,003
SENSATA TECHNOLOGIES HLDG PLSHSG8060N1023736,825SH SOLE06,2580567
BANCOLOMBIA S ASPON ADR PREF05968L1021,25936,368SH SOLE027,84308,525
YANDEX N VSHS CLASS AN972841081,07613,508SH SOLE010,73702,771
MASCO CORPCOM57459910672513,053SH SOLE010,48302,570
WP CAREY INCCOM92936U1092623,590SH SOLE02,52701,063
10X GENOMICS INCCL A COM88025U1092631,809SH SOLE01,1300679
DATADOG INCCL A COM23804L1034333,060SH SOLE01,96801,092
EXPEDIA GROUP INCCOM NEW30212P3031,4979,135SH SOLE07,23901,896
CONSOLIDATED EDISON INCCOM2091151042,17729,985SH SOLE018,868011,117
AMERICAN WTR WKS CO INC NEWCOM0304201031,1386,734SH SOLE06,0220712
MERCK & CO INCCOM58933Y1057,712102,672SH SOLE076,594026,078
GENERAL MLS INCCOM3703341043,01750,441SH SOLE037,023013,419
CARMAX INCCOM1431301025424,236SH SOLE03,10101,135
COPA HOLDINGS SACL AP310761051,57819,387SH SOLE010,81808,569
OPENDOOR TECHNOLOGIES INCCOM68371210329414,314SH SOLE09,35004,964
MOLSON COORS BEVERAGE COCL B60871R2094289,233SH SOLE07,87601,357
ALNYLAM PHARMACEUTICALS INCCOM02043Q1072121,122SH SOLE09800142
MCDONALDS CORPCOM5801351012,44710,151SH SOLE08,99401,157
SK TELECOM LTDSPONSORED ADR78440P1081,20740,112SH SOLE032,61407,498
DOORDASH INCCL A25809K1054382,125SH SOLE01,3460779
STMICROELECTRONICS N VNY REGISTRY86101210251111,703SH SOLE010,60301,100
CHENIERE ENERGY INCCOM NEW16411R2082602,666SH SOLE02,1860480
ALPHABET INCCAP STK CL A02079K30525,5889,571SH SOLE07,44902,122
CATALENT INCCOM1488061026474,864SH SOLE03,27301,591
BOOKING HOLDINGS INCCOM09857L1084,1401,744SH SOLE01,3150429
OLD DOMINION FREIGHT LINE INCOM6795801005782,021SH SOLE01,5360485
CIGNA CORP NEWCOM1255231002,60413,011SH SOLE09,83803,173
MSCI INCCOM55354G1001,8543,048SH SOLE02,2340814
NEW JERSEY RES CORPCOM64602510641111,806SH SOLE09,82001,985
UNILEVER PLCSPON ADR NEW9047677041,88534,766SH SOLE028,36306,403
HUNTSMAN CORPCOM44701110730410,284SH SOLE05,87504,409
MOTOROLA SOLUTIONS INCCOM NEW6200763074011,728SH SOLE01,5490179
ANTHEM INCCOM0367521032,9077,798SH SOLE05,72202,076
SPX CORPCOM7846351042494,665SH SOLE03,46401,201
MARRIOTT INTL INC NEWCL A5719032022,19314,809SH SOLE010,45404,355
PRINCIPAL FINANCIAL GROUP INCOM74251V1021,26519,647SH SOLE014,99204,655
FLOOR & DECOR HLDGS INCCL A3397501012622,169SH SOLE01,4420727
SEALED AIR CORP NEWCOM81211K1002023,687SH SOLE03,653034
CITIZENS FINL GROUP INCCOM1746101051,40329,865SH SOLE022,69407,172
MCCORMICK & CO INCCOM NON VTG5797802062,08725,750SH SOLE018,71807,032
WEST PHARMACEUTICAL SVSC INCCOM9553061051,5513,653SH SOLE02,6910962
QORVO INCCOM74736K1014112,457SH SOLE01,7830674
GAP INCCOM3647601082038,929SH SOLE06,69502,234
NATWEST GROUP PLCSPONS ADR 2 ORD63905710823738,843SH SOLE028,661010,182
FASTENAL COCOM3119001041,27724,748SH SOLE018,81205,936
GOLDMAN SACHS GROUP INCCOM38141G1045,47914,494SH SOLE010,92003,574
APPLIED MATLS INCCOM0382221054,72736,724SH SOLE027,51409,210
CERNER CORPCOM1567821042473,509SH SOLE02,9210588
HEWLETT PACKARD ENTERPRISE CCOM42824C1091,574110,435SH SOLE083,966026,470
VERTEX PHARMACEUTICALS INCCOM92532F1007414,086SH SOLE03,1840902
PTC INCCOM69370C1002632,195SH SOLE01,5200675
SPOTIFY TECHNOLOGY S ASHSL8681T1028613,820SH SOLE02,77901,041
EMERSON ELEC COCOM2910111043,92041,611SH SOLE031,409010,202
EPAM SYS INCCOM29414B1041,0781,889SH SOLE01,5210368
CLOUDFLARE INCCL A COM18915M1077096,291SH SOLE04,38501,906
UDR INCCOM90265310486016,236SH SOLE012,49703,739
DUPONT DE NEMOURS INCCOM26614N1022,18432,125SH SOLE022,68209,442
VMWARE INCCL A COM9285634023242,177SH SOLE01,2040973
KROGER COCOM5010441012,37758,796SH SOLE042,872015,925
AVANTOR INCCOM05352A10065516,005SH SOLE011,07004,935
DOCUSIGN INCCOM2561631061,1984,655SH SOLE03,54401,111
HOST HOTELS & RESORTS INCCOM44107P1041,05264,417SH SOLE048,607015,810
AGILENT TECHNOLOGIES INCCOM00846U1013,36021,330SH SOLE016,89204,438
ALBEMARLE CORPCOM0126531015372,451SH SOLE01,5560895
FISERV INCCOM3377381082,40922,205SH SOLE019,00103,204
HALLIBURTON COCOM40621610199145,831SH SOLE039,15106,680
ALEXANDRIA REAL ESTATE EQ INCOM0152711091,6638,703SH SOLE06,55102,152
ROYAL CARIBBEAN GROUPCOMV7780T1037328,228SH SOLE05,25402,974
ICON PLCSHSG4705A1004671,784SH SOLE01,4050379
BANCO BRADESCO S ASP ADR PFD NEW05946030331782,772SH SOLE061,362021,410
RELX PLCSPONSORED ADR75953010897233,678SH SOLE028,69704,980
SNOWFLAKE INCCL A8334451098372,766SH SOLE01,71601,050
MARATHON OIL CORPCOM56584910614410,500SH SOLE09,5400960
CORTEVA INCCOM22052L10457713,707SH SOLE012,07701,630
AXON ENTERPRISE INCCOM05464C1012881,647SH SOLE01,0280619
DUKE REALTY CORPCOM NEW26441150549110,261SH SOLE08,02002,241
APTARGROUP INCCOM0383361032321,940SH SOLE01,3880552
ALPHABET INCCAP STK CL C02079K10715,2085,706SH SOLE04,16801,538
PELOTON INTERACTIVE INCCL A COM70614W1002823,234SH SOLE02,9560278
BOSTON PROPERTIES INCCOM1011211011,37312,671SH SOLE09,86202,808
BANCO SANTANDER CHILE NEWSP ADR REP COM05965X10939520,001SH SOLE014,91005,091
HONEYWELL INTL INCCOM4385161063061,444SH SOLE01,396048
AVIENT CORPORATIONCOM05368V1063397,324SH SOLE05,93601,388
CLOROX CO DELCOM1890541098845,340SH SOLE03,45501,885
DXC TECHNOLOGY COCOM23355L10655716,558SH SOLE013,59902,959
STEEL DYNAMICS INCCOM8581191004607,873SH SOLE03,84904,024
CHIPOTLE MEXICAN GRILL INCCOM169656105782430SH SOLE0354076
BAXTER INTL INCCOM0718131091,23215,322SH SOLE010,37404,948
HP INCCOM40434L1051,50454,970SH SOLE040,943014,026
XILINX INCCOM9839191013622,400SH SOLE01,8870513
FORTUNE BRANDS HOME & SEC INCOM34964C1064354,867SH SOLE03,68801,179
AFLAC INCCOM0010551022,57149,321SH SOLE036,574012,747
INTUITCOM4612021034,2897,950SH SOLE05,91502,034
ISHARES TRMSCI USA ESG SLC4642888027868,191SH SOLE05,41502,776
P T TELEKOMUNIKASI INDONESIASPONSORED ADR71568410678931,061SH SOLE024,20006,861
WESCO INTL INCCOM95082P1053302,860SH SOLE02,769091
CANON INCSPONSORED ADR13800630931913,074SH SOLE012,1250949
ACCELERON PHARMA INCCOM00434H1086513,785SH SOLE02,44201,343
BLACKROCK INCCOM09247X1011,1841,412SH SOLE01,1960216
DEXCOM INCCOM2521311075921,083SH SOLE06240459
MEDTRONIC PLCSHSG5960L1032,69621,506SH SOLE019,03002,476
HILTON WORLDWIDE HLDGS INCCOM43300A2031,1428,642SH SOLE06,83801,804
UNITED PARCEL SERVICE INCCL B9113121063,04716,731SH SOLE011,81704,914
ALBERTSONS COS INCCOMMON STOCK0130911032317,414SH SOLE04,46102,953
MORGAN STANLEYCOM NEW6174464486,44366,216SH SOLE051,092015,124
ASTRAZENECA PLCSPONSORED ADR0463531082,33838,928SH SOLE031,01207,916
GODADDY INCCL A3802371074596,581SH SOLE03,84202,739
INTERNATIONAL FLAVORS&FRAGRACOM4595061012,09515,664SH SOLE011,58204,082
LEAR CORPCOM NEW5218652048785,609SH SOLE03,54202,067
REGENCY CTRS CORPCOM75884910382512,258SH SOLE010,14302,115
FEDERAL RLTY INVT TRSH BEN INT NEW3137472064263,612SH SOLE03,1920420
BEST BUY INCCOM0865161011,15210,896SH SOLE08,57502,321
LAM RESEARCH CORPCOM5128071082,5784,530SH SOLE03,23701,293
NOMURA HLDGS INCSPONSORED ADR65535H208521105,539SH SOLE089,752015,787
FORD MTR CO DELCOM34537086018813,305SH SOLE011,29102,014
GARTNER INCCOM3666511071,7295,689SH SOLE04,57401,115
SPDR SER TRS&P DIVID ETF78464A7633993,398SH SOLE02,6490749
SYNOPSYS INCCOM8716071079933,316SH SOLE02,3540962
CBOE GLOBAL MKTS INCCOM12503M1084994,033SH SOLE03,0570976
BIOGEN INCCOM09062X1038342,946SH SOLE02,4090537
UNITY SOFTWARE INCCOM91332U1012602,059SH SOLE01,3030756
OMNICOM GROUP INCCOM6819191061,89926,208SH SOLE021,02305,185
FIRST REP BK SAN FRANCISCO CCOM33616C1005873,041SH SOLE02,2220819
WATSCO INCCOM9426222004101,551SH SOLE01,3260225
SONOCO PRODS COCOM8354951022173,639SH SOLE02,9710668
WABTECCOM9297401081,20513,978SH SOLE010,52803,450
STERIS PLCSHS USDG8473T1002371,158SH SOLE01,0560102
LULULEMON ATHLETICA INCCOM5500211091,3193,260SH SOLE02,4110849
JOHNSON & JOHNSONCOM4781601043,12819,367SH SOLE017,82201,545
AIR PRODS & CHEMS INCCOM009158106244953SH SOLE07900163
BOYD GAMING CORPCOM1033041012353,708SH SOLE03,2800428
AKAMAI TECHNOLOGIES INCCOM00971T1013112,974SH SOLE02,6530321
DARDEN RESTAURANTS INCCOM2371941056994,615SH SOLE03,27301,342
OTIS WORLDWIDE CORPCOM68902V1071,28415,605SH SOLE011,66603,939
NASDAQ INCCOM6311031087573,923SH SOLE02,69301,230
BRUKER CORPCOM1167941082513,210SH SOLE02,16401,046
M & T BK CORPCOM55261F1044913,289SH SOLE02,3360953
ARISTA NETWORKS INCCOM0404131066371,853SH SOLE01,4170436
DOLLAR GEN CORP NEWCOM2566771054652,193SH SOLE01,7980395
PARK AEROSPACE CORPCOM70014A10423417,088SH SOLE013,41803,670
S&P GLOBAL INCCOM78409V1044,87211,468SH SOLE08,22103,247
CROWN CASTLE INTL CORP NEWCOM22822V1012,41613,939SH SOLE010,44803,491
FIFTH THIRD BANCORPCOM3167731002,47058,189SH SOLE044,903013,286
BANCO BILBAO VIZCAYA ARGENTASPONSORED ADR05946K10163997,036SH SOLE084,654012,382
MOODYS CORPCOM6153691052,6197,376SH SOLE05,12302,253
ZENDESK INCCOM98936J1013232,777SH SOLE02,1230654
ETSY INCCOM29786A1069604,616SH SOLE03,58001,036
PPG INDS INCCOM6935061075143,596SH SOLE03,1180478
TELEFLEX INCORPORATEDCOM8793691066221,653SH SOLE01,2170436
KINDER MORGAN INC DELCOM49456B10132719,522SH SOLE017,52801,994
ATMOS ENERGY CORPCOM0495601051,06712,094SH SOLE011,2660827
ICICI BANK LIMITEDADR45104G10450726,860SH SOLE022,40404,456
KEYCORPCOM4932671081,62775,243SH SOLE059,115016,128
KRAFT HEINZ COCOM50075410664117,415SH SOLE015,28202,133
AXALTA COATING SYS LTDCOMG0750C10852718,050SH SOLE013,77504,275
SEAGEN INCCOM81181C1041,3487,936SH SOLE05,28702,649
OVINTIV INCCOM69047Q10237711,474SH SOLE010,06701,407
KELLOGG COCOM4878361085849,140SH SOLE08,13401,005
TECHNIPFMC PLCCOMG871101057610,078SH SOLE04,03206,046
THERMO FISHER SCIENTIFIC INCCOM8835561027,37012,899SH SOLE09,84903,050
ZTO EXPRESS CAYMAN INCSPONSORED ADS A98980A1053019,806SH SOLE06,91802,888
PAYPAL HLDGS INCCOM70450Y1038,32131,979SH SOLE024,10107,878
FULLER H B COCOM3596941063906,036SH SOLE05,0610975