UNITED RENTALS INC COM 911363109 4287 29005 SH SOLE 29005 0 0 ATLASSIAN CORP PLC CL A G06242104 8398 47954 SH SOLE 47954 0 0 AGNC INVT CORP COM 00123Q104 2927 226477 SH SOLE 226477 0 0 TRAVELERS COMPANIES INC COM 89417E109 11120 98521 SH SOLE 98521 0 0 WESTERN DIGITAL CORP. COM 958102105 4522 107669 SH SOLE 107669 0 0 STARBUCKS CORP COM 855244109 33251 452427 SH SOLE 452427 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 3376 157069 SH SOLE 157069 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 3807 26661 SH SOLE 26661 0 0 AUTOHOME INC SP ADR RP CL A 05278C107 238 3125 SH SOLE 3125 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 13453 50716 SH SOLE 50716 0 0 SANTANDER CONSUMER USA HDG I COM 80283M101 758 40184 SH SOLE 40184 0 0 SEAGATE TECHNOLOGY PLC SHS G7945M107 5158 108017 SH SOLE 108017 0 0 ROBERT HALF INTL INC COM 770323103 2241 43241 SH SOLE 43241 0 0 GLOBANT S A COM L44385109 2747 18700 SH SOLE 18700 0 0 DUPONT DE NEMOURS INC COM 26614N102 14893 283785 SH SOLE 283785 0 0 DISCOVERY INC COM SER C 25470F302 2574 132987 SH SOLE 132987 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4155 53434 SH SOLE 53434 0 0 NEW YORK TIMES CO CL A 650111107 19066 451845 SH SOLE 451845 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 40509 338262 SH SOLE 338262 0 0 KELLOGG CO COM 487836108 6186 95077 SH SOLE 95077 0 0 CINCINNATI FINL CORP COM 172062101 3781 59308 SH SOLE 59308 0 0 AUTODESK INC COM 052769106 73542 316698 SH SOLE 316698 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 137359 1574407 SH SOLE 1574407 0 0 OLD REP INTL CORP COM 680223104 1739 108300 SH SOLE 108300 0 0 JUNIPER NETWORKS INC COM 48203R104 2937 130228 SH SOLE 130228 0 0 FIFTH THIRD BANCORP COM 316773100 5069 270399 SH SOLE 270399 0 0 STANLEY BLACK & DECKER INC COM 854502101 8055 59165 SH SOLE 59165 0 0 TESLA INC COM 88160R101 57390 56828 SH SOLE 56828 0 0 MERCADOLIBRE INC COM 58733R102 18652 19023 SH SOLE 19023 0 0 ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 537 14485 SH SOLE 14485 0 0 DOMINION ENERGY INC COM 25746U109 25660 318284 SH SOLE 318284 0 0 FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 2191 25844 SH SOLE 25844 0 0 CIGNA CORP NEW COM 125523100 26253 140011 SH SOLE 140011 0 0 CREDICORP LTD COM G2519Y108 3369 24900 SH SOLE 24900 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 1412 85242 SH SOLE 85242 0 0 WORKDAY INC CL A 98138H101 13602 73031 SH SOLE 73031 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 28250 99059 SH SOLE 99059 0 0 MARRIOTT INTL INC NEW CL A 571903202 8749 101052 SH SOLE 101052 0 0 RAYMOND JAMES FINL INC COM 754730109 3231 47235 SH SOLE 47235 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 19099 211215 SH SOLE 211215 0 0 ANTERO RESOURCES CORP COM 03674X106 185 73925 SH SOLE 73925 0 0 BAKER HUGHES COMPANY CL A 05722G100 3683 247904 SH SOLE 247904 0 0 STATE STR CORP COM 857477103 20391 331212 SH SOLE 331212 0 0 CONTINENTAL RES INC COM 212015101 580 35842 SH SOLE 35842 0 0 RENAISSANCERE HOLDINGS LTD COM G7496G103 2608 15547 SH SOLE 15547 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 0 183016 SH SOLE 183016 0 0 PPL CORP COM 69351T106 7341 284915 SH SOLE 284915 0 0 INGREDION INC COM 457187102 2274 27981 SH SOLE 27981 0 0 SIMON PPTY GROUP INC NEW COM 828806109 7987 117364 SH SOLE 117364 0 0 TWITTER INC COM 90184L102 8456 286686 SH SOLE 286686 0 0 HONEYWELL INTL INC COM 438516106 60493 422214 SH SOLE 422214 0 0 NEWS CORP NEW CL A 65249B109 1743 149571 SH SOLE 149571 0 0 UNUM GROUP COM 91529Y106 1284 79758 SH SOLE 79758 0 0 PPG INDS INC COM 693506107 9220 88698 SH SOLE 88698 0 0 D R HORTON INC COM 23331A109 6660 121947 SH SOLE 121947 0 0 COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 369 24760 SH SOLE 24760 0 0 INTL PAPER CO COM 460146103 17774 507531 SH SOLE 507531 0 0 LAS VEGAS SANDS CORP COM 517834107 5591 125187 SH SOLE 125187 0 0 AT&T INC COM 00206R102 81793 2733281 SH SOLE 2733281 0 0 CATERPILLAR INC DEL COM 149123101 25513 203735 SH SOLE 203735 0 0 SVB FINANCIAL GROUP COM 78486Q101 4065 19627 SH SOLE 19627 0 0 CIMAREX ENERGY CO COM 171798101 1076 39784 SH SOLE 39784 0 0 EXACT SCIENCES CORP COM 30063P105 4644 53984 SH SOLE 53984 0 0 E TRADE FINANCIAL CORP COM NEW 269246401 4147 85131 SH SOLE 85131 0 0 SOUTHERN CO COM 842587107 20867 404748 SH SOLE 404748 0 0 3M CO COM 88579Y101 33310 214207 SH SOLE 214207 0 0 CHENIERE ENERGY INC COM NEW 16411R208 3988 85832 SH SOLE 85832 0 0 TJX COS INC NEW COM 872540109 56095 1105202 SH SOLE 1105202 0 0 ELECTRONIC ARTS INC COM 285512109 14259 109078 SH SOLE 109078 0 0 WESTROCK CO COM 96145D105 2680 96603 SH SOLE 96603 0 0 51JOB INC SPONSORED ADS 316827104 2347 33520 SH SOLE 33520 0 0 S&P GLOBAL INC COM 78409V104 30102 93724 SH SOLE 93724 0 0 BROWN FORMAN CORP CL B 115637209 4301 68014 SH SOLE 68014 0 0 AVALONBAY CMNTYS INC COM 053484101 23353 152701 SH SOLE 152701 0 0 UNITED PARCEL SERVICE INC CL B 911312106 29299 267608 SH SOLE 267608 0 0 RESIDEO TECHNOLOGIES INC COM 76118Y104 144 12714 SH SOLE 12714 0 0 MGM RESORTS INTERNATIONAL COM 552953101 3085 183456 SH SOLE 183456 0 0 BERKLEY W R CORP COM 084423102 3051 54023 SH SOLE 54023 0 0 ON SEMICONDUCTOR CORP COM 682189105 17969 920758 SH SOLE 920758 0 0 CME GROUP INC COM 12572Q105 36190 223405 SH SOLE 223405 0 0 ELANCO ANIMAL HEALTH INC COM 28414H103 7412 353368 SH SOLE 353368 0 0 UNDER ARMOUR INC CL A 904311107 697 70858 SH SOLE 70858 0 0 CASEYS GEN STORES INC COM 147528103 13716 92389 SH SOLE 92389 0 0 EVERGY INC COM 30034W106 5154 87067 SH SOLE 87067 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 7880 88361 SH SOLE 88361 0 0 EQUINIX INC COM 29444U700 22743 33017 SH SOLE 33017 0 0 GILEAD SCIENCES INC COM 375558103 50097 671670 SH SOLE 671670 0 0 T-MOBILE US INC COM 872590104 16812 158645 SH SOLE 158645 0 0 TRIMBLE INC COM 896239100 3829 89777 SH SOLE 89777 0 0 NEWELL BRANDS INC COM 651229106 2277 146015 SH SOLE 146015 0 0 PALO ALTO NETWORKS INC COM 697435105 8498 37422 SH SOLE 37422 0 0 DANAHER CORPORATION COM 235851102 71790 416586 SH SOLE 416586 0 0 HASBRO INC COM 418056107 3529 47847 SH SOLE 47847 0 0 BOEING CO COM 097023105 39366 202402 SH SOLE 202402 0 0 FISERV INC COM 337738108 20983 216339 SH SOLE 216339 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 4058 373507 SH SOLE 373507 0 0 NORDSON CORP COM 655663102 1479 7998 SH SOLE 7998 0 0 VMWARE INC CL A COM 928563402 4246 28120 SH SOLE 28120 0 0 TRIPADVISOR INC COM 896945201 687 36032 SH SOLE 36032 0 0 NORTHROP GRUMMAN CORP COM 666807102 44027 142502 SH SOLE 142502 0 0 KOHLS CORP COM 500255104 1126 54499 SH SOLE 54499 0 0 VEEVA SYS INC CL A COM 922475108 12216 53048 SH SOLE 53048 0 0 SYNCHRONY FINANCIAL COM 87165B103 5190 236511 SH SOLE 236511 0 0 GENERAL MTRS CO COM 37045V100 11920 471245 SH SOLE 471245 0 0 SALESFORCE COM INC COM 79466L302 97501 531661 SH SOLE 531661 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4386 79184 SH SOLE 79184 0 0 V F CORP COM 918204108 7335 121526 SH SOLE 121526 0 0 HARLEY DAVIDSON INC COM 412822108 1438 60287 SH SOLE 60287 0 0 WELLS FARGO CO NEW COM 949746101 37172 1446114 SH SOLE 1446114 0 0 XILINX INC COM 983919101 8555 93022 SH SOLE 93022 0 0 MID-AMER APT CMNTYS INC COM 59522J103 4878 43736 SH SOLE 43736 0 0 XPO LOGISTICS INC COM 983793100 2971 39459 SH SOLE 39459 0 0 CARMAX INC COM 143130102 5373 60374 SH SOLE 60374 0 0 VISA INC COM CL A 92826C839 275424 1438733 SH SOLE 1438733 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 30007 58960 SH SOLE 58960 0 0 RESMED INC COM 761152107 10350 54959 SH SOLE 54959 0 0 MORGAN STANLEY COM NEW 617446448 19439 411398 SH SOLE 411398 0 0 ALLSTATE CORP COM 020002101 11699 122574 SH SOLE 122574 0 0 MASTERCARD INCORPORATED CL A 57636Q104 99528 339518 SH SOLE 339518 0 0 BALL CORP COM 058498106 60745 888143 SH SOLE 888143 0 0 AVANGRID INC COM 05351W103 928 21957 SH SOLE 21957 0 0 WEINGARTEN RLTY INVS SH BEN INT 948741103 284 14931 SH SOLE 14931 0 0 KEURIG DR PEPPER INC COM 49271V100 4334 153179 SH SOLE 153179 0 0 TRUIST FINL CORP COM 89832Q109 33770 918783 SH SOLE 918783 0 0 TAPESTRY INC COM 876030107 1504 112551 SH SOLE 112551 0 0 CABOT OIL & GAS CORP COM 127097103 2652 155491 SH SOLE 155491 0 0 YUM CHINA HLDGS INC COM 98850P109 7058 144147 SH SOLE 144147 0 0 EXTRA SPACE STORAGE INC COM 30225T102 4531 49370 SH SOLE 49370 0 0 OCCIDENTAL PETE CORP COM 674599105 10509 588560 SH SOLE 588560 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 2369 66887 SH SOLE 66887 0 0 KIMBERLY CLARK CORP COM 494368103 17937 128633 SH SOLE 128633 0 0 CELANESE CORP DEL COM 150870103 3923 45943 SH SOLE 45943 0 0 BOOKING HOLDINGS INC COM 09857L108 38991 24471 SH SOLE 24471 0 0 COCA COLA EUROPEAN PARTNERS SHS G25839104 2744 73059 SH SOLE 73059 0 0 CNA FINL CORP COM 126117100 398 12481 SH SOLE 12481 0 0 CHURCH & DWIGHT INC COM 171340102 52467 683922 SH SOLE 683922 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 4855 507081 SH SOLE 507081 0 0 BOSTON SCIENTIFIC CORP COM 101137107 18256 526801 SH SOLE 526801 0 0 NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 382 2908 SH SOLE 2908 0 0 BROADCOM INC COM 11135F101 73384 236724 SH SOLE 236724 0 0 PRICE T ROWE GROUP INC COM 74144T108 10984 90883 SH SOLE 90883 0 0 KEYCORP COM 493267108 4115 346553 SH SOLE 346553 0 0 CITIGROUP INC COM NEW 172967424 40006 795261 SH SOLE 795261 0 0 AVERY DENNISON CORP COM 053611109 3757 33551 SH SOLE 33551 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 37930 672465 SH SOLE 672465 0 0 FREEPORT-MCMORAN INC CL B 35671D857 5994 543224 SH SOLE 543224 0 0 WESTERN UN CO COM 959802109 3731 175212 SH SOLE 175212 0 0 COCA COLA CO COM 191216100 65470 1476050 SH SOLE 1476050 0 0 SEI INVTS CO COM 784117103 2314 43601 SH SOLE 43601 0 0 TRANSDIGM GROUP INC COM 893641100 8488 19142 SH SOLE 19142 0 0 MICROSOFT CORP COM 594918104 948989 4781643 SH SOLE 4781643 0 0 HORMEL FOODS CORP COM 440452100 4976 102948 SH SOLE 102948 0 0 GLOBAL PMTS INC COM 37940X102 18603 111682 SH SOLE 111682 0 0 WILLIAMS COS INC COM 969457100 8012 436015 SH SOLE 436015 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5907 42888 SH SOLE 42888 0 0 BUNGE LIMITED COM G16962105 2160 52900 SH SOLE 52900 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 26120 160858 SH SOLE 160858 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 6231 59345 SH SOLE 59345 0 0 REGENERON PHARMACEUTICALS COM 75886F107 22867 37443 SH SOLE 37443 0 0 INVITATION HOMES INC COM 46187W107 5515 203618 SH SOLE 203618 0 0 DXC TECHNOLOGY CO COM 23355L106 1802 112076 SH SOLE 112076 0 0 ADVANCED MICRO DEVICES INC COM 007903107 22535 448242 SH SOLE 448242 0 0 SEMPRA ENERGY COM 816851109 13235 112034 SH SOLE 112034 0 0 WESTLAKE CHEM CORP COM 960413102 648 11989 SH SOLE 11989 0 0 BAXTER INTL INC COM 071813109 15606 185292 SH SOLE 185292 0 0 HERBALIFE NUTRITION LTD COM SHS G4412G101 1860 42088 SH SOLE 42088 0 0 AUTOZONE INC COM 053332102 10354 9171 SH SOLE 9171 0 0 BK OF AMERICA CORP COM 060505104 68233 2917803 SH SOLE 2917803 0 0 NIO INC SPON ADS 62914V106 2639 364800 SH SOLE 364800 0 0 HEICO CORP NEW COM 422806109 1822 18084 SH SOLE 18084 0 0 HANESBRANDS INC COM 410345102 1700 152407 SH SOLE 152407 0 0 RINGCENTRAL INC CL A 76680R206 8029 29622 SH SOLE 29622 0 0 COPART INC COM 217204106 6618 80743 SH SOLE 80743 0 0 CMS ENERGY CORP COM 125896100 6403 111247 SH SOLE 111247 0 0 GRAINGER W W INC COM 384802104 5266 17349 SH SOLE 17349 0 0 FIRSTENERGY CORP COM 337932107 7763 204365 SH SOLE 204365 0 0 RALPH LAUREN CORP CL A 751212101 1521 20953 SH SOLE 20953 0 0 LKQ CORP COM 501889208 3101 120071 SH SOLE 120071 0 0 ANNALY CAPITAL MANAGEMENT IN COM 035710409 3410 521004 SH SOLE 521004 0 0 AMAZON COM INC COM 023135106 667147 248797 SH SOLE 248797 0 0 ROPER TECHNOLOGIES INC COM 776696106 42525 110322 SH SOLE 110322 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 29603 436005 SH SOLE 436005 0 0 CITIZENS FINANCIAL GROUP INC COM 174610105 3878 164797 SH SOLE 164797 0 0 PARK HOTELS RESORTS INC COM 700517105 827 81639 SH SOLE 81639 0 0 INTEL CORP COM 458140100 95600 1639653 SH SOLE 1639653 0 0 APPLE INC COM 037833100 715106 1975595 SH SOLE 1975595 0 0 POLARIS INC COM 731068102 2120 22978 SH SOLE 22978 0 0 ULTA BEAUTY INC COM 90384S303 17292 87030 SH SOLE 87030 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 9006 65181 SH SOLE 65181 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5688 45223 SH SOLE 45223 0 0 PACKAGING CORP AMER COM 695156109 3449 35167 SH SOLE 35167 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 2982 32313 SH SOLE 32313 0 0 AMETEK INC COM 031100100 28422 322681 SH SOLE 322681 0 0 HOLOGIC INC COM 436440101 5571 104429 SH SOLE 104429 0 0 DIGITAL RLTY TR INC COM 253868103 14623 104337 SH SOLE 104337 0 0 GENTEX CORP COM 371901109 2641 102500 SH SOLE 102500 0 0 MAXIM INTEGRATED PRODS INC COM 57772K101 6376 106985 SH SOLE 106985 0 0 VARIAN MED SYS INC COM 92220P105 4254 35326 SH SOLE 35326 0 0 LEIDOS HOLDINGS INC COM 525327102 4904 53175 SH SOLE 53175 0 0 WATSCO INC COM 942622200 354 2031 SH SOLE 2031 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 568 68668 SH SOLE 68668 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 609 45767 SH SOLE 45767 0 0 EMERSON ELEC CO COM 291011104 14240 232013 SH SOLE 232013 0 0 ALTICE USA INC CL A 02156K103 2760 121941 SH SOLE 121941 0 0 ATMOS ENERGY CORP COM 049560105 4909 49902 SH SOLE 49902 0 0 VALERO ENERGY CORP COM 91913Y100 8741 153426 SH SOLE 153426 0 0 TOLL BROTHERS INC COM 889478103 1226 39033 SH SOLE 39033 0 0 OMNICOM GROUP INC COM 681919106 14908 274567 SH SOLE 274567 0 0 PNC FINL SVCS GROUP INC COM 693475105 30429 295756 SH SOLE 295756 0 0 CORTEVA INC COM 22052L104 7380 282254 SH SOLE 282254 0 0 SPLUNK INC COM 848637104 11746 60398 SH SOLE 60398 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 205859 957506 SH SOLE 957506 0 0 VERISK ANALYTICS INC COM 92345Y106 9705 59069 SH SOLE 59069 0 0 MASCO CORP COM 574599106 5391 110292 SH SOLE 110292 0 0 FIRST HORIZON NATL CORP COM 320517105 1065 106950 SH SOLE 106950 0 0 APTIV PLC SHS G6095L109 61590 814201 SH SOLE 814201 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 9354 190111 SH SOLE 190111 0 0 NVR INC COM 62944T105 4041 1269 SH SOLE 1269 0 0 EBAY INC. COM 278642103 13152 256341 SH SOLE 256341 0 0 HUNT J B TRANS SVCS INC COM 445658107 3875 32251 SH SOLE 32251 0 0 CERNER CORP COM 156782104 7996 117692 SH SOLE 117692 0 0 PARKER HANNIFIN CORP COM 701094104 8371 46617 SH SOLE 46617 0 0 STRYKER CORPORATION COM 863667101 69493 391607 SH SOLE 391607 0 0 SUN CMNTYS INC COM 866674104 5423 40329 SH SOLE 40329 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 5815 39384 SH SOLE 39384 0 0 EXELON CORP COM 30161N101 13409 372515 SH SOLE 372515 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 5206 41660 SH SOLE 41660 0 0 ALPHABET INC CAP STK CL A 02079K305 346594 247995 SH SOLE 247995 0 0 LILLY ELI & CO COM 532457108 111155 682793 SH SOLE 682793 0 0 GENERAL ELECTRIC CO COM 369604103 22348 3288916 SH SOLE 3288916 0 0 INTERPUBLIC GROUP COS INC COM 460690100 2659 156655 SH SOLE 156655 0 0 EQUIFAX INC COM 294429105 7940 47328 SH SOLE 47328 0 0 FORTINET INC COM 34959E109 6699 50174 SH SOLE 50174 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 27766 491471 SH SOLE 491471 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 9985 106101 SH SOLE 106101 0 0 UDR INC COM 902653104 3971 107956 SH SOLE 107956 0 0 AES CORP COM 00130H105 3483 242819 SH SOLE 242819 0 0 SOUTHERN COPPER CORP COM 84265V105 10770 280618 SH SOLE 280618 0 0 XYLEM INC COM 98419M100 21489 334402 SH SOLE 334402 0 0 NRG ENERGY INC COM NEW 629377508 3458 104993 SH SOLE 104993 0 0 LINDE PLC SHS G5494J103 43474 205823 SH SOLE 205823 0 0 ESSEX PPTY TR INC COM 297178105 5936 26214 SH SOLE 26214 0 0 BECTON DICKINSON & CO COM 075887109 24024 103131 SH SOLE 103131 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 1640 38711 SH SOLE 38711 0 0 AMERICAN EXPRESS CO COM 025816109 40290 426353 SH SOLE 426353 0 0 HUMANA INC COM 444859102 19083 50274 SH SOLE 50274 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 3210 105130 SH SOLE 105130 0 0 LENNAR CORP CL A 526057104 5815 95389 SH SOLE 95389 0 0 PUBLIC STORAGE COM 74460D109 10956 57357 SH SOLE 57357 0 0 DOLLAR GEN CORP NEW COM 256677105 18310 96330 SH SOLE 96330 0 0 ACUITY BRANDS INC COM 00508Y102 1438 16092 SH SOLE 16092 0 0 SCHWAB CHARLES CORP COM 808513105 14305 436518 SH SOLE 436518 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 6398 288414 SH SOLE 288414 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 10181 147341 SH SOLE 147341 0 0 VISTRA ENERGY CORP COM 92840M102 3109 166042 SH SOLE 166042 0 0 TARGA RES CORP COM 87612G101 1636 87113 SH SOLE 87113 0 0 MGE ENERGY INC COM 55277P104 13873 217423 SH SOLE 217423 0 0 REGENCY CTRS CORP COM 758849103 3054 66665 SH SOLE 66665 0 0 VIACOMCBS INC CL B 92556H206 4571 198272 SH SOLE 198272 0 0 SOUTHWEST AIRLS CO COM 844741108 1996 56967 SH SOLE 56967 0 0 GENERAL DYNAMICS CORP COM 369550108 14258 95491 SH SOLE 95491 0 0 NIKE INC CL B 654106103 43655 455190 SH SOLE 455190 0 0 MANPOWERGROUP INC COM 56418H100 1683 24357 SH SOLE 24357 0 0 NEWMONT CORP COM 651639106 18972 318720 SH SOLE 318720 0 0 NETFLIX INC COM 64110L106 92115 205922 SH SOLE 205922 0 0 HCA HEALTHCARE INC COM 40412C101 22771 236697 SH SOLE 236697 0 0 YUM BRANDS INC COM 988498101 10035 115347 SH SOLE 115347 0 0 COSTCO WHSL CORP NEW COM 22160K105 78264 259491 SH SOLE 259491 0 0 EASTMAN CHEM CO COM 277432100 14789 213424 SH SOLE 213424 0 0 NORTHERN TR CORP COM 665859104 6064 79499 SH SOLE 79499 0 0 ARAMARK COM 03852U106 2128 94934 SH SOLE 94934 0 0 ABBOTT LABS COM 002824100 58899 661641 SH SOLE 661641 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 8203 206773 SH SOLE 206773 0 0 FEDEX CORP COM 31428X106 12530 93095 SH SOLE 93095 0 0 ZOETIS INC CL A 98978V103 24414 184961 SH SOLE 184961 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 7295 9284 SH SOLE 9284 0 0 BEST BUY INC COM 086516101 223 52000 SH SOLE 52000 0 0 PROGRESSIVE CORP OHIO COM 743315103 59620 760168 SH SOLE 760168 0 0 ZILLOW GROUP INC CL A 98954M101 1174 20697 SH SOLE 20697 0 0 VAIL RESORTS INC COM 91879Q109 2788 15750 SH SOLE 15750 0 0 ASSURANT INC COM 04621X108 2066 20530 SH SOLE 20530 0 0 SYSCO CORP COM 871829107 9886 181648 SH SOLE 181648 0 0 COMCAST CORP NEW CL A 20030N101 67279 1727090 SH SOLE 1727090 0 0 QUEST DIAGNOSTICS INC COM 74834L100 5868 53147 SH SOLE 53147 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 12546 43397 SH SOLE 43397 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 2503 43822 SH SOLE 43822 0 0 OKTA INC CL A 679295105 8618 43118 SH SOLE 43118 0 0 ROSS STORES INC COM 778296103 11253 132005 SH SOLE 132005 0 0 M & T BK CORP COM 55261F104 5234 51151 SH SOLE 51151 0 0 IQVIA HLDGS INC COM 46266C105 9168 66669 SH SOLE 66669 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 148125 2708198 SH SOLE 2708198 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 9017 81052 SH SOLE 81052 0 0 CBOE GLOBAL MARKETS INC COM 12503M108 4050 43703 SH SOLE 43703 0 0 ENEL AMERICAS S A SPONSORED ADR 29274F104 334 44144 SH SOLE 44144 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 8005 238431 SH SOLE 238431 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 2562 152770 SH SOLE 152770 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 144679 412297 SH SOLE 412297 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 14571 83320 SH SOLE 83320 0 0 COMMERCE BANCSHARES INC COM 200525103 2163 36969 SH SOLE 36969 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 369 9051 SH SOLE 9051 0 0 REPUBLIC SVCS INC COM 760759100 6984 86086 SH SOLE 86086 0 0 AMERICAN ELEC PWR CO INC COM 025537101 15171 190704 SH SOLE 190704 0 0 MARSH & MCLENNAN COS INC COM 571748102 20392 193680 SH SOLE 193680 0 0 SYNOPSYS INC COM 871607107 10577 55723 SH SOLE 55723 0 0 NXP SEMICONDUCTORS N V COM N6596X109 11890 106516 SH SOLE 106516 0 0 APACHE CORP COM 037411105 2022 151756 SH SOLE 151756 0 0 AMDOCS LTD SHS G02602103 3228 53620 SH SOLE 53620 0 0 COSTAR GROUP INC COM 22160N109 9392 13570 SH SOLE 13570 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 7306 74442 SH SOLE 74442 0 0 AMERIPRISE FINL INC COM 03076C106 6924 46677 SH SOLE 46677 0 0 CISCO SYS INC COM 17275R102 104304 2259367 SH SOLE 2259367 0 0 UNITEDHEALTH GROUP INC COM 91324P102 146492 505277 SH SOLE 505277 0 0 CAMPBELL SOUP CO COM 134429109 3311 67271 SH SOLE 67271 0 0 WABTEC COM 929740108 3744 65288 SH SOLE 65288 0 0 NEWS CORP NEW CL B 65249B208 495 42181 SH SOLE 42181 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964C106 3638 57870 SH SOLE 57870 0 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 30275 325805 SH SOLE 325805 0 0 EATON CORP PLC SHS G29183103 13681 157401 SH SOLE 157401 0 0 EDISON INTL COM 281020107 7638 137991 SH SOLE 137991 0 0 ADOBE INC COM 00724F101 124824 294160 SH SOLE 294160 0 0 WHIRLPOOL CORP COM 963320106 3050 23986 SH SOLE 23986 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 7092 320554 SH SOLE 320554 0 0 LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 1217 36330 SH SOLE 36330 0 0 HEICO CORP NEW CL A 422806208 2786 33866 SH SOLE 33866 0 0 DIAMONDBACK ENERGY INC COM 25278X109 2597 62723 SH SOLE 62723 0 0 TRANSUNION COM 89400J107 6046 71718 SH SOLE 71718 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 6026 40708 SH SOLE 40708 0 0 TYSON FOODS INC CL A 902494103 19352 326311 SH SOLE 326311 0 0 DISNEY WALT CO COM DISNEY 254687106 80515 721852 SH SOLE 721852 0 0 QUALCOMM INC COM 747525103 38721 434506 SH SOLE 434506 0 0 FIVE BELOW INC COM 33829M101 13605 126972 SH SOLE 126972 0 0 INCYTE CORP COM 45337C102 7138 69641 SH SOLE 69641 0 0 HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 941 33600 SH SOLE 33600 0 0 HOLLYFRONTIER CORP COM 436106108 1758 61758 SH SOLE 61758 0 0 WEC ENERGY GROUP INC COM 92939U106 10419 119796 SH SOLE 119796 0 0 WYNN RESORTS LTD COM 983134107 3003 40470 SH SOLE 40470 0 0 PAYPAL HLDGS INC COM 70450Y103 108724 645554 SH SOLE 645554 0 0 SCHLUMBERGER LTD COM 806857108 14897 826934 SH SOLE 826934 0 0 HUNTINGTON BANCSHARES INC COM 446150104 3124 351967 SH SOLE 351967 0 0 ALIGN TECHNOLOGY INC COM 016255101 7832 29402 SH SOLE 29402 0 0 CENTENE CORP DEL COM 15135B101 13669 218414 SH SOLE 218414 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 6620 101919 SH SOLE 101919 0 0 PRUDENTIAL FINL INC COM 744320102 8177 138148 SH SOLE 138148 0 0 UBER TECHNOLOGIES INC COM 90353T100 15656 528287 SH SOLE 528287 0 0 US BANCORP DEL COM NEW 902973304 32287 888112 SH SOLE 888112 0 0 HENRY SCHEIN INC COM 806407102 11896 204849 SH SOLE 204849 0 0 LIVENT CORP COM 53814L108 255 42488 SH SOLE 42488 0 0 PG&E CORP COM 69331C108 1897 209264 SH SOLE 209264 0 0 MARKEL CORP COM 570535104 4660 5142 SH SOLE 5142 0 0 CAPITAL ONE FINL CORP COM 14040H105 11151 178732 SH SOLE 178732 0 0 BLACKROCK INC COM 09247X101 50206 94215 SH SOLE 94215 0 0 YANDEX N V SHS CLASS A N97284108 5026 102043 SH SOLE 102043 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 4881 79155 SH SOLE 79155 0 0 TRACTOR SUPPLY CO COM 892356106 5734 43568 SH SOLE 43568 0 0 SIRIUS XM HOLDINGS INC COM 82968B103 2743 481597 SH SOLE 481597 0 0 SERVICENOW INC COM 81762P102 28308 71769 SH SOLE 71769 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 11835 11305 SH SOLE 11305 0 0 ZIONS BANCORPORATION N A COM 989701107 2240 67787 SH SOLE 67787 0 0 PULTE GROUP INC COM 745867101 3127 93312 SH SOLE 93312 0 0 NORFOLK SOUTHERN CORP COM 655844108 17389 100689 SH SOLE 100689 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 11848 28063 SH SOLE 28063 0 0 CENTERPOINT ENERGY INC COM 15189T107 17687 950124 SH SOLE 950124 0 0 ARROW ELECTRS INC COM 042735100 1866 27667 SH SOLE 27667 0 0 GODADDY INC CL A 380237107 4580 63052 SH SOLE 63052 0 0 ILLUMINA INC COM 452327109 41774 115268 SH SOLE 115268 0 0 BEST BUY INC COM 086516101 7439 86150 SH SOLE 86150 0 0 KLA CORP COM NEW 482480100 29950 156224 SH SOLE 156224 0 0 ANTHEM INC COM 036752103 16932 89972 SH SOLE 89972 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 1243 10121 SH SOLE 10121 0 0 VENTAS INC COM 92276F100 5442 148301 SH SOLE 148301 0 0 EXPEDITORS INTL WASH INC COM 302130109 5128 68992 SH SOLE 68992 0 0 APPLIED MATLS INC COM 038222105 20370 344875 SH SOLE 344875 0 0 DISH NETWORK CORPORATION CL A 25470M109 2923 88439 SH SOLE 88439 0 0 CONAGRA BRANDS INC COM 205887102 6466 191844 SH SOLE 191844 0 0 COLGATE PALMOLIVE CO COM 194162103 39418 544028 SH SOLE 544028 0 0 MACERICH CO COM 554382101 548 62407 SH SOLE 62407 0 0 FOX CORP CL A COM 35137L105 3524 131010 SH SOLE 131010 0 0 IAC INTERACTIVECORP COM 44919P508 9117 28666 SH SOLE 28666 0 0 CONSOLIDATED EDISON INC COM 209115104 9382 129065 SH SOLE 129065 0 0 STEEL DYNAMICS INC COM 858119100 33302 1293015 SH SOLE 1293015 0 0 PFIZER INC COM 717081103 69410 2126198 SH SOLE 2126198 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 41743 215629 SH SOLE 215629 0 0 ALLEGHANY CORP DEL COM 017175100 2891 5944 SH SOLE 5944 0 0 AMERISOURCEBERGEN CORP COM 03073E105 5739 57969 SH SOLE 57969 0 0 KROGER CO COM 501044101 10290 301438 SH SOLE 301438 0 0 LOCKHEED MARTIN CORP COM 539830109 34552 94053 SH SOLE 94053 0 0 COOPER COS INC COM NEW 216648402 5145 18998 SH SOLE 18998 0 0 JONES LANG LASALLE INC COM 48020Q107 9997 98782 SH SOLE 98782 0 0 AMPHENOL CORP NEW CL A 032095101 10290 108015 SH SOLE 108015 0 0 AMGEN INC COM 031162100 53322 230157 SH SOLE 230157 0 0 ANTHEM INC COM 036752103 37458 144473 SH SOLE 144473 0 0 HENRY JACK & ASSOC INC COM 426281101 17911 98776 SH SOLE 98776 0 0 TIFFANY & CO NEW COM 886547108 5254 43660 SH SOLE 43660 0 0 ALPHABET INC CAP STK CL C 02079K107 206882 148272 SH SOLE 148272 0 0 CDW CORP COM 12514G108 28838 252980 SH SOLE 252980 0 0 FORD MTR CO DEL COM 345370860 9059 1506030 SH SOLE 1506030 0 0 DEVON ENERGY CORP NEW COM 25179M103 1933 173714 SH SOLE 173714 0 0 FASTENAL CO COM 311900104 9387 223906 SH SOLE 223906 0 0 CF INDS HLDGS INC COM 125269100 2397 87057 SH SOLE 87057 0 0 VOYA FINANCIAL INC COM 929089100 2375 52043 SH SOLE 52043 0 0 ROCKWELL AUTOMATION INC COM 773903109 9095 43585 SH SOLE 43585 0 0 COVETRUS INC COM 22304C100 382 21969 SH SOLE 21969 0 0 PRIMERICA INC COM 74164M108 16746 146707 SH SOLE 146707 0 0 EVERSOURCE ENERGY COM 30040W108 31703 381480 SH SOLE 381480 0 0 NASDAQ INC COM 631103108 5277 44888 SH SOLE 44888 0 0 ENTERGY CORP NEW COM 29364G103 7347 78346 SH SOLE 78346 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 12905 111655 SH SOLE 111655 0 0 FACTSET RESH SYS INC COM 303075105 11535 35275 SH SOLE 35275 0 0 F5 NETWORKS INC COM 315616102 3116 22664 SH SOLE 22664 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 41149 664653 SH SOLE 664653 0 0 ALLY FINL INC COM 02005N100 2836 144862 SH SOLE 144862 0 0 GARRETT MOTION INC COM 366505105 115 21235 SH SOLE 21235 0 0 WP CAREY INC COM 92936U109 4202 62803 SH SOLE 62803 0 0 TWILIO INC CL A 90138F102 10117 47932 SH SOLE 47932 0 0 MACYS INC COM 55616P104 801 120955 SH SOLE 120955 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 1850 84646 SH SOLE 84646 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 2870 16179 SH SOLE 16179 0 0 SEALED AIR CORP NEW COM 81211K100 1947 59937 SH SOLE 59937 0 0 DELL TECHNOLOGIES INC CL C 24703L202 2998 55748 SH SOLE 55748 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 30670 233810 SH SOLE 233810 0 0 NETAPP INC COM 64110D104 4079 92639 SH SOLE 92639 0 0 MOODYS CORP COM 615369105 17174 63834 SH SOLE 63834 0 0 PAYCHEX INC COM 704326107 9173 124417 SH SOLE 124417 0 0 REALTY INCOME CORP COM 756109104 7539 126128 SH SOLE 126128 0 0 SMUCKER J M CO COM NEW 832696405 4520 43018 SH SOLE 43018 0 0 ROLLINS INC COM 775711104 2097 50358 SH SOLE 50358 0 0 IDEXX LABS INC COM 45168D104 11019 33617 SH SOLE 33617 0 0 GLOBE LIFE INC COM 37959E102 2764 38186 SH SOLE 38186 0 0 IPG PHOTONICS CORP COM 44980X109 2223 14152 SH SOLE 14152 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 5391 198305 SH SOLE 198305 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 134959 761984 SH SOLE 761984 0 0 DOW INC COM 260557103 11728 286073 SH SOLE 286073 0 0 MARATHON OIL CORP COM 565849106 1811 303534 SH SOLE 303534 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 84627 152746 SH SOLE 152746 0 0 DENTSPLY SIRONA INC COM 24906P109 3737 85040 SH SOLE 85040 0 0 JACOBS ENGR GROUP INC COM 469814107 4407 51937 SH SOLE 51937 0 0 HP INC COM 40434L105 9804 572172 SH SOLE 572172 0 0 LAM RESEARCH CORP COM 512807108 17411 56418 SH SOLE 56418 0 0 SNAP ON INC COM 833034101 20032 147115 SH SOLE 147115 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 437 9588 SH SOLE 9588 0 0 ALTRIA GROUP INC COM 02209S103 27832 709266 SH SOLE 709266 0 0 CONCHO RES INC COM 20605P101 3858 77172 SH SOLE 77172 0 0 COTY INC COM CL A 222070203 723 152723 SH SOLE 152723 0 0 EQUITABLE HLDGS INC COM 29452E101 3213 169072 SH SOLE 169072 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 10008 326266 SH SOLE 326266 0 0 MARATHON PETE CORP COM 56585A102 8660 244508 SH SOLE 244508 0 0 AMERICAN TOWER CORP NEW COM 03027X100 62297 245473 SH SOLE 245473 0 0 CITRIX SYS INC COM 177376100 7320 50568 SH SOLE 50568 0 0 BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 146 42326 SH SOLE 42326 0 0 HELMERICH & PAYNE INC COM 423452101 604 31549 SH SOLE 31549 0 0 DTE ENERGY CO COM 233331107 8074 75758 SH SOLE 75758 0 0 BIOGEN INC COM 09062X103 29432 113032 SH SOLE 113032 0 0 LAUDER ESTEE COS INC CL A 518439104 15372 82738 SH SOLE 82738 0 0 COMERICA INC COM 200340107 1994 53881 SH SOLE 53881 0 0 TARGET CORP COM 87612E106 22296 188025 SH SOLE 188025 0 0 CONOCOPHILLIPS COM 20825C104 16998 411527 SH SOLE 411527 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 3795 107259 SH SOLE 107259 0 0 INVESCO LTD SHS G491BT108 1633 157285 SH SOLE 157285 0 0 HOME DEPOT INC COM 437076102 143940 584826 SH SOLE 584826 0 0 CVS HEALTH CORP COM 126650100 31909 495134 SH SOLE 495134 0 0 GENERAL MLS INC COM 370334104 13678 225221 SH SOLE 225221 0 0 LEGGETT & PLATT INC COM 524660107 1763 50932 SH SOLE 50932 0 0 ALLIANT ENERGY CORP COM 018802108 4381 92413 SH SOLE 92413 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 4467 14657 SH SOLE 14657 0 0 IHS MARKIT LTD SHS G47567105 11244 154420 SH SOLE 154420 0 0 VEREIT INC COM 92339V100 2584 397809 SH SOLE 397809 0 0 NVIDIA CORPORATION COM 67066G104 83484 226810 SH SOLE 226810 0 0 AERCAP HOLDINGS NV SHS N00985106 1528 50019 SH SOLE 50019 0 0 BOSTON PPTYS LTD PARTNERSHIP COM 101121101 5044 56192 SH SOLE 56192 0 0 MDU RES GROUP INC COM 552690109 1692 76679 SH SOLE 76679 0 0 GARMIN LTD SHS H2906T109 5186 53897 SH SOLE 53897 0 0 ONEOK INC NEW COM 682680103 5237 164671 SH SOLE 164671 0 0 ALBEMARLE CORP COM 012653101 3245 42503 SH SOLE 42503 0 0 PERRIGO CO PLC SHS G97822103 2726 49940 SH SOLE 49940 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 7833 135842 SH SOLE 135842 0 0 WELLTOWER INC COM 95040Q104 7741 151080 SH SOLE 151080 0 0 RANGE RES CORP COM 75281A109 428 77551 SH SOLE 77551 0 0 HERSHEY CO COM 427866108 7585 59431 SH SOLE 59431 0 0 ALLEGION PLC ORD SHS G0176J109 3646 36534 SH SOLE 36534 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 2376 53675 SH SOLE 53675 0 0 INTUIT COM 461202103 67973 235927 SH SOLE 235927 0 0 TEXAS INSTRS INC COM 882508104 186705 1496096 SH SOLE 1496096 0 0 LYFT INC CL A COM 55087P104 2393 72322 SH SOLE 72322 0 0 INFOSYS LTD SPONSORED ADR 456788108 588 61415 SH SOLE 61415 0 0 ABBVIE INC COM 00287Y109 89510 928092 SH SOLE 928092 0 0 AGCO CORP COM 001084102 9733 178608 SH SOLE 178608 0 0 MOSAIC CO NEW COM 61945C103 1683 133016 SH SOLE 133016 0 0 IRON MTN INC NEW COM 46284V101 2827 110058 SH SOLE 110058 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 42225 159 SH SOLE 159 0 0 GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 201 1777 SH SOLE 1777 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 8848 70577 SH SOLE 70577 0 0 PHILLIPS 66 COM 718546104 11722 170712 SH SOLE 170712 0 0 GARTNER INC COM 366651107 4112 34482 SH SOLE 34482 0 0 FLOWSERVE CORP COM 34354P105 1282 45377 SH SOLE 45377 0 0 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4133 102479 SH SOLE 102479 0 0 LULULEMON ATHLETICA INC COM 550021109 13201 44854 SH SOLE 44854 0 0 NORDSTROM INC COM 655664100 780 49435 SH SOLE 49435 0 0 SQUARE INC CL A 852234103 13862 133652 SH SOLE 133652 0 0 JEFFERIES FINL GROUP INC COM 47233W109 1848 122148 SH SOLE 122148 0 0 FRANKLIN RESOURCES INC COM 354613101 2030 99272 SH SOLE 99272 0 0 ANALOG DEVICES INC COM 032654105 16917 142195 SH SOLE 142195 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 2026 70814 SH SOLE 70814 0 0 HALLIBURTON CO COM 406216101 4231 340501 SH SOLE 340501 0 0 EXPEDIA GROUP INC COM NEW 30212P303 4109 49695 SH SOLE 49695 0 0 KINDER MORGAN INC DEL COM 49456B101 17689 1206204 SH SOLE 1206204 0 0 NUCOR CORP COM 670346105 4668 114139 SH SOLE 114139 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 5188 20595 SH SOLE 20595 0 0 MARRIOTT INTL INC NEW CL A 571903202 0 139700 SH SOLE 139700 0 0 PHILIP MORRIS INTL INC COM 718172109 58370 827411 SH SOLE 827411 0 0 EOG RES INC COM 26875P101 11014 221837 SH SOLE 221837 0 0 MCDONALDS CORP COM 580135101 52507 287244 SH SOLE 287244 0 0 TELEFLEX INCORPORATED COM 879369106 6361 17903 SH SOLE 17903 0 0 ANSYS INC COM 03662Q105 151859 538421 SH SOLE 538421 0 0 BURLINGTON STORES INC COM 122017106 4637 23408 SH SOLE 23408 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 8916 76262 SH SOLE 76262 0 0 GALLAGHER ARTHUR J & CO COM 363576109 6480 67726 SH SOLE 67726 0 0 DOMINOS PIZZA INC COM 25754A201 6011 16276 SH SOLE 16276 0 0 PVH CORPORATION COM 693656100 1423 29224 SH SOLE 29224 0 0 WATERS CORP COM 941848103 4804 27186 SH SOLE 27186 0 0 MCKESSON CORP COM 58155Q103 9732 64135 SH SOLE 64135 0 0 MOHAWK INDS INC COM 608190104 2185 21883 SH SOLE 21883 0 0 CIT GROUP INC COM NEW 125581801 615 29663 SH SOLE 29663 0 0 ALASKA AIR GROUP INC COM 011659109 437 11832 SH SOLE 11832 0 0 LOWES COS INC COM 548661107 39321 294553 SH SOLE 294553 0 0 MARKETAXESS HLDGS INC COM 57060D108 7246 14551 SH SOLE 14551 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 3433 68287 SH SOLE 68287 0 0 LAMB WESTON HLDGS INC COM 513272104 3524 55719 SH SOLE 55719 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 883 19328 SH SOLE 19328 0 0 DISCOVERY INC COM SER A 25470F104 990 46622 SH SOLE 46622 0 0 DUKE REALTY CORP COM NEW 264411505 4958 143346 SH SOLE 143346 0 0 NATIONAL OILWELL VARCO INC COM 637071101 1817 149471 SH SOLE 149471 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 7047 43579 SH SOLE 43579 0 0 FLUOR CORP NEW COM 343412102 556 46386 SH SOLE 46386 0 0 IDEX CORP COM 45167R104 4829 31272 SH SOLE 31272 0 0 COMPANHIA BRASILEIRA DE DIST SPONSORED ADR 20440T300 147 11040 SH SOLE 11040 0 0 NOBLE ENERGY INC COM 655044105 1695 196106 SH SOLE 196106 0 0 FLEX LTD ORD Y2573F102 2017 197265 SH SOLE 197265 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 9068 88391 SH SOLE 88391 0 0 AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 15 10403 SH SOLE 10403 0 0 HARTFORD FINL SVCS GROUP INC COM 416515104 5360 139826 SH SOLE 139826 0 0 VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 4661 235000 SH SOLE 235000 0 0 WASTE MGMT INC DEL COM 94106L109 17227 166292 SH SOLE 166292 0 0 NORTONLIFELOCK INC COM 668771108 4436 228385 SH SOLE 228385 0 0 MSCI INC COM 55354G100 10350 31785 SH SOLE 31785 0 0 SEATTLE GENETICS INC COM 812578102 7898 48008 SH SOLE 48008 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 5746 35461 SH SOLE 35461 0 0 F M C CORP COM NEW 302491303 4922 50579 SH SOLE 50579 0 0 KB FINL GROUP INC SPONSORED ADR 48241A105 4073 145110 SH SOLE 145110 0 0 PAYCOM SOFTWARE INC COM 70432V102 6173 20542 SH SOLE 20542 0 0 EXXON MOBIL CORP COM 30231G102 129632 2924589 SH SOLE 2924589 0 0 LINCOLN NATL CORP IND COM 534187109 2441 68279 SH SOLE 68279 0 0 QORVO INC COM 74736K101 4673 43515 SH SOLE 43515 0 0 UNITED AIRLS HLDGS INC COM 910047109 981 27806 SH SOLE 27806 0 0 ALLEGIANT TRAVEL CO COM 01748X102 7904 70804 SH SOLE 70804 0 0 PEPSICO INC COM 713448108 95162 725738 SH SOLE 725738 0 0 DOVER CORP COM 260003108 5235 55290 SH SOLE 55290 0 0 FACEBOOK INC CL A 30303M102 256089 1160323 SH SOLE 1160323 0 0 RPM INTL INC COM 749685103 17408 235593 SH SOLE 235593 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 23983 163799 SH SOLE 163799 0 0 BANK NEW YORK MELLON CORP COM 064058100 11689 316308 SH SOLE 316308 0 0 GENUINE PARTS CO COM 372460105 4943 56749 SH SOLE 56749 0 0 KIMCO RLTY CORP COM 49446R109 1779 139879 SH SOLE 139879 0 0 FOX CORP CL B COM 35137L204 1696 63275 SH SOLE 63275 0 0 CORNING INC COM 219350105 7421 289051 SH SOLE 289051 0 0 CUMMINS INC COM 231021106 9862 56983 SH SOLE 56983 0 0 CINTAS CORP COM 172908105 8280 31397 SH SOLE 31397 0 0 QEP RESOURCES INC COM 74733V100 21 16809 SH SOLE 16809 0 0 CLOROX CO DEL COM 189054109 10193 46846 SH SOLE 46846 0 0 DISCOVER FINL SVCS COM 254709108 5968 120948 SH SOLE 120948 0 0 CARDINAL HEALTH INC COM 14149Y108 5534 106500 SH SOLE 106500 0 0 CSX CORP COM 126408103 45463 663592 SH SOLE 663592 0 0 MARTIN MARIETTA MATLS INC COM 573284106 5030 24359 SH SOLE 24359 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 27511 218417 SH SOLE 218417 0 0 SL GREEN RLTY CORP COM 78440X101 1424 28444 SH SOLE 28444 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 51303 887372 SH SOLE 887372 0 0 FORTIVE CORP COM 34959J108 7588 111725 SH SOLE 111725 0 0 MCCORMICK & CO INC COM NON VTG 579780206 36114 201252 SH SOLE 201252 0 0 PACCAR INC COM 693718108 29243 397020 SH SOLE 397020 0 0 EVEREST RE GROUP LTD COM G3223R108 3163 15622 SH SOLE 15622 0 0 CBRE GROUP INC CL A 12504L109 5760 130212 SH SOLE 130212 0 0 HESS CORP COM 42809H107 4873 97624 SH SOLE 97624 0 0 LEAR CORP COM NEW 521865204 2592 23999 SH SOLE 23999 0 0 ENBRIDGE INC COM 29250N105 212 6982 SH SOLE 6982 0 0 ECOLAB INC COM 278865100 20165 103125 SH SOLE 103125 0 0 BANCO BRADESCO S A SP ADR PFD NEW 059460303 260 66570 SH SOLE 66570 0 0 VULCAN MATLS CO COM 929160109 6079 52405 SH SOLE 52405 0 0 UNION PAC CORP COM 907818108 77658 469245 SH SOLE 469245 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 4723 44409 SH SOLE 44409 0 0 ORACLE CORP COM 68389X105 41435 756455 SH SOLE 756455 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 7865 106436 SH SOLE 106436 0 0 XEROX HOLDINGS CORP COM NEW 98421M106 1149 75070 SH SOLE 75070 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 57446 348780 SH SOLE 348780 0 0 ABIOMED INC COM 003654100 3901 16250 SH SOLE 16250 0 0 AFLAC INC COM 001055102 20022 565194 SH SOLE 565194 0 0 BROWN & BROWN INC COM 115236101 3473 86853 SH SOLE 86853 0 0 DOLLAR TREE INC COM 256746108 8077 86222 SH SOLE 86222 0 0 ACTIVISION BLIZZARD INC COM 00507V109 21878 289873 SH SOLE 289873 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 52541 246940 SH SOLE 246940 0 0 AIR PRODS & CHEMS INC COM 009158106 20840 87305 SH SOLE 87305 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 330 39867 SH SOLE 39867 0 0 PIONEER NAT RES CO COM 723787107 6039 63926 SH SOLE 63926 0 0 CENTURYLINK INC COM 156700106 3815 389920 SH SOLE 389920 0 0 HOST HOTELS & RESORTS INC COM 44107P104 3134 285830 SH SOLE 285830 0 0 ARCH CAP GROUP LTD ORD G0450A105 4271 150572 SH SOLE 150572 0 0 AUTOLIV INC COM 052800109 2034 31753 SH SOLE 31753 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 18116 428177 SH SOLE 428177 0 0 ILLINOIS TOOL WKS INC COM 452308109 20997 123181 SH SOLE 123181 0 0 JPMORGAN CHASE & CO COM 46625H100 167471 1800859 SH SOLE 1800859 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 22616 281850 SH SOLE 281850 0 0 PROCTER AND GAMBLE CO COM 742718109 110110 935913 SH SOLE 935913 0 0 MERCK & CO. INC COM 58933Y105 74363 976912 SH SOLE 976912 0 0 DARDEN RESTAURANTS INC COM 237194105 3732 48738 SH SOLE 48738 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4897 40176 SH SOLE 40176 0 0 TE CONNECTIVITY LTD REG SHS H84989104 58154 722008 SH SOLE 722008 0 0 DAVITA INC COM 23918K108 2711 35110 SH SOLE 35110 0 0 MONDELEZ INTL INC CL A 609207105 27168 537067 SH SOLE 537067 0 0 LOEWS CORP COM 540424108 3414 101301 SH SOLE 101301 0 0 AMERISOURCEBERGEN CORP COM 03073E105 8070 39557 SH SOLE 39557 0 0 AMEREN CORP COM 023608102 6636 95166 SH SOLE 95166 0 0 ARCONIC CORPORATION COM 03966V107 565 40798 SH SOLE 40798 0 0 XCEL ENERGY INC COM 98389B100 12395 198366 SH SOLE 198366 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 7979 65285 SH SOLE 65285 0 0 CONSTELLATION BRANDS INC CL A 21036P108 10751 61765 SH SOLE 61765 0 0 UNDER ARMOUR INC CL C 904311206 676 76149 SH SOLE 76149 0 0 DEXCOM INC COM 252131107 13546 33997 SH SOLE 33997 0 0 PROLOGIS INC. COM 74340W103 26504 290851 SH SOLE 290851 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 6680 63486 SH SOLE 63486 0 0 NEXTERA ENERGY INC COM 65339F101 45188 189568 SH SOLE 189568 0 0 PTC INC COM 69370C100 3099 40565 SH SOLE 40565 0 0 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 2276 68032 SH SOLE 68032 0 0 PINNACLE WEST CAP CORP COM 723484101 3057 41908 SH SOLE 41908 0 0 DOCUSIGN INC COM 256163106 10665 62135 SH SOLE 62135 0 0 SHERWIN WILLIAMS CO COM 824348106 18022 31858 SH SOLE 31858 0 0 MICRON TECHNOLOGY INC COM 595112103 45893 933826 SH SOLE 933826 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 7855 31903 SH SOLE 31903 0 0 CDK GLOBAL INC COM 12508E101 2046 49894 SH SOLE 49894 0 0 WALMART INC COM 931142103 63865 536256 SH SOLE 536256 0 0 ARISTA NETWORKS INC COM 040413106 4528 21877 SH SOLE 21877 0 0 VORNADO RLTY TR SH BEN INT 929042109 2467 63935 SH SOLE 63935 0 0 T-MOBILE US INC RIGHT 07/27/2020 872590112 36 160585 SH SOLE 160585 0 0 IDACORP INC COM 451107106 14008 162474 SH SOLE 162474 0 0 METLIFE INC COM 59156R108 9303 261499 SH SOLE 261499 0 0 OTIS WORLDWIDE CORP COM 68902V107 9071 160275 SH SOLE 160275 0 0 JABIL INC COM 466313103 1966 60920 SH SOLE 60920 0 0 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 2378 21698 SH SOLE 21698 0 0 KRAFT HEINZ CO COM 500754106 20950 662242 SH SOLE 662242 0 0 CHEVRON CORP NEW COM 166764100 63481 724054 SH SOLE 724054 0 0 BORGWARNER INC COM 099724106 2666 76001 SH SOLE 76001 0 0 NISOURCE INC COM 65473P105 3531 155637 SH SOLE 155637 0 0 PEOPLES UNITED FINANCIAL INC COM 712704105 507 44834 SH SOLE 44834 0 0 DEERE & CO COM 244199105 17001 110600 SH SOLE 110600 0 0 TEXTRON INC COM 883203101 3010 90227 SH SOLE 90227 0 0 JOHNSON & JOHNSON COM 478160104 202677 1456379 SH SOLE 1456379 0 0 GAP INC COM 364760108 963 76929 SH SOLE 76929 0 0 OGE ENERGY CORP COM 670837103 14566 479214 SH SOLE 479214 0 0