COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 |
| | | VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY |
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | 30,068 | 142,698 | SH | | SOLE | | 142,698 | 0 | 0 |
51JOB INC | SP ADR REP COM | 316827104 | 2,289 | 29,727 | SH | | SOLE | | 29,727 | 0 | 0 |
ABBOTT LABS | COM | 002824100 | 243 | 3,319 | SH | | SOLE | | 3,319 | 0 | 0 |
ABBVIE INC | COM | 00287Y109 | 40,730 | 430,636 | SH | | SOLE | | 430,636 | 0 | 0 |
ABIOMED INC | COM | 003654100 | 25,911 | 57,613 | SH | | SOLE | | 57,613 | 0 | 0 |
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 60,830 | 357,404 | SH | | SOLE | | 357,404 | 0 | 0 |
ADIENT PLC | ORD SHS | G0084W101 | 8,145 | 207,198 | SH | | SOLE | | 207,198 | 0 | 0 |
ADOBE SYS INC | COM | 00724F101 | 230 | 853 | SH | | SOLE | | 853 | 0 | 0 |
ADVANCED ENERGY INDS | COM | 007973100 | 3,939 | 76,269 | SH | | SOLE | | 76,269 | 0 | 0 |
AGCO CORP | COM | 001084102 | 5,147 | 84,672 | SH | | SOLE | | 84,672 | 0 | 0 |
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 26,080 | 369,716 | SH | | SOLE | | 369,716 | 0 | 0 |
ALASKA AIR GROUP INC | COM | 011659109 | 15,634 | 227,040 | SH | | SOLE | | 227,040 | 0 | 0 |
ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 2,290 | 44,037 | SH | | SOLE | | 44,037 | 0 | 0 |
ALPHABET INC | CAP STK CL C | 02079K107 | 148,877 | 124,743 | SH | | SOLE | | 124,743 | 0 | 0 |
ALTRIA GROUP INC | COM | 02209S103 | 16,354 | 271,159 | SH | | SOLE | | 271,159 | 0 | 0 |
AMAZON COM INC | COM | 023135106 | 16,483 | 8,229 | SH | | SOLE | | 8,229 | 0 | 0 |
AMEDISYS INC | COM | 023436108 | 4,407 | 35,265 | SH | | SOLE | | 35,265 | 0 | 0 |
AMERICAN EXPRESS CO | COM | 025816109 | 280 | 2,633 | SH | | SOLE | | 2,633 | 0 | 0 |
AMGEN INC | COM | 031162100 | 17,232 | 83,131 | SH | | SOLE | | 83,131 | 0 | 0 |
ANTHEM INC | COM | 036752103 | 269 | 982 | SH | | SOLE | | 982 | 0 | 0 |
APPLIED MATLS INC | COM | 038222105 | 109,238 | 2,826,332 | SH | | SOLE | | 2,826,332 | 0 | 0 |
APTIV PLC | SHS | G6095L109 | 1,192 | 14,211 | SH | | SOLE | | 14,211 | 0 | 0 |
ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 916 | 10,925 | SH | | SOLE | | 10,925 | 0 | 0 |
AT HOME GROUP INC | COM | 04650Y100 | 276 | 8,748 | SH | | SOLE | | 8,748 | 0 | 0 |
AUTODESK INC | COM | 052769106 | 5,223 | 33,460 | SH | | SOLE | | 33,460 | 0 | 0 |
AUTONATION INC | COM | 05329W102 | 6,623 | 159,408 | SH | | SOLE | | 159,408 | 0 | 0 |
AVERY DENNISON CORP | COM | 053611109 | 12,286 | 113,392 | SH | | SOLE | | 113,392 | 0 | 0 |
AXOGEN INC | COM | 05463X106 | 585 | 15,878 | SH | | SOLE | | 15,878 | 0 | 0 |
AXON ENTERPRISE INC | COM | 05464C101 | 3,668 | 53,609 | SH | | SOLE | | 53,609 | 0 | 0 |
BAKER HUGHES A GE CO | CL A | 05722G100 | 1,577 | 46,620 | SH | | SOLE | | 46,620 | 0 | 0 |
BANKUNITED INC | COM | 06652K103 | 756 | 21,352 | SH | | SOLE | | 21,352 | 0 | 0 |
BEMIS INC | COM | 081437105 | 2,836 | 58,350 | SH | | SOLE | | 58,350 | 0 | 0 |
BIOGEN INC | COM | 09062X103 | 25,875 | 73,236 | SH | | SOLE | | 73,236 | 0 | 0 |
BJS RESTAURANTS INC | COM | 09180C106 | 231 | 3,195 | SH | | SOLE | | 3,195 | 0 | 0 |
BLACKROCK INC | COM | 09247X101 | 54,917 | 116,516 | SH | | SOLE | | 116,516 | 0 | 0 |
BOOKING HLDGS INC | COM | 09857L108 | 3,589 | 1,809 | SH | | SOLE | | 1,809 | 0 | 0 |
BORGWARNER INC | COM | 099724106 | 3,904 | 91,257 | SH | | SOLE | | 91,257 | 0 | 0 |
BRINKER INTL INC | COM | 109641100 | 8,011 | 171,431 | SH | | SOLE | | 171,431 | 0 | 0 |
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 201 | 3,235 | SH | | SOLE | | 3,235 | 0 | 0 |
BROWN FORMAN CORP | CL B | 115637209 | 6,159 | 121,838 | SH | | SOLE | | 121,838 | 0 | 0 |
BWX TECHNOLOGIES INC | COM | 05605H100 | 2,128 | 34,033 | SH | | SOLE | | 34,033 | 0 | 0 |
CA INC | COM | 12673P105 | 272 | 6,150 | SH | | SOLE | | 6,150 | 0 | 0 |
CABOT CORP | COM | 127055101 | 338 | 5,388 | SH | | SOLE | | 5,388 | 0 | 0 |
CADENCE BANCORPORATION | CL A | 12739A100 | 278 | 10,643 | SH | | SOLE | | 10,643 | 0 | 0 |
CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 8,639 | 133,850 | SH | | SOLE | | 133,850 | 0 | 0 |
CANTEL MEDICAL CORP | COM | 138098108 | 635 | 6,893 | SH | | SOLE | | 6,893 | 0 | 0 |
CARDINAL HEALTH INC | COM | 14149Y108 | 8,488 | 157,194 | SH | | SOLE | | 157,194 | 0 | 0 |
CARGURUS INC | COM CL A | 141788109 | 4,576 | 82,163 | SH | | SOLE | | 82,163 | 0 | 0 |
CARMAX INC | COM | 143130102 | 17,012 | 227,830 | SH | | SOLE | | 227,830 | 0 | 0 |
CBOE GLOBAL MARKETS INC | COM | 12503M108 | 6,895 | 71,848 | SH | | SOLE | | 71,848 | 0 | 0 |
CBRE GROUP INC | CL A | 12504L109 | 1,634 | 37,043 | SH | | SOLE | | 37,043 | 0 | 0 |
CERNER CORP | COM | 156782104 | 1,786 | 27,725 | SH | | SOLE | | 27,725 | 0 | 0 |
CHEMED CORP NEW | COM | 16359R103 | 1,703 | 5,328 | SH | | SOLE | | 5,328 | 0 | 0 |
CHEMOURS CO | COM | 163851108 | 2,023 | 51,302 | SH | | SOLE | | 51,302 | 0 | 0 |
CHEVRON CORP NEW | COM | 166764100 | 102,408 | 837,484 | SH | | SOLE | | 837,484 | 0 | 0 |
CIENA CORP | COM NEW | 171779309 | 294 | 9,406 | SH | | SOLE | | 9,406 | 0 | 0 |
CISCO SYS INC | COM | 17275R102 | 69,695 | 1,432,573 | SH | | SOLE | | 1,432,573 | 0 | 0 |
CLOROX CO DEL | COM | 189054109 | 22,182 | 147,479 | SH | | SOLE | | 147,479 | 0 | 0 |
CLOUDERA INC | COM | 18914U100 | 1,496 | 84,762 | SH | | SOLE | | 84,762 | 0 | 0 |
COCA COLA CO | COM | 191216100 | 19,207 | 415,816 | SH | | SOLE | | 415,816 | 0 | 0 |
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 43,420 | 562,795 | SH | | SOLE | | 562,795 | 0 | 0 |
COLGATE PALMOLIVE CO | COM | 194162103 | 45,365 | 677,595 | SH | | SOLE | | 677,595 | 0 | 0 |
COMMERCE BANCSHARES INC | COM | 200525103 | 309 | 4,684 | SH | | SOLE | | 4,684 | 0 | 0 |
CONOCOPHILLIPS | COM | 20825C104 | 247 | 3,197 | SH | | SOLE | | 3,197 | 0 | 0 |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 74,087 | 343,602 | SH | | SOLE | | 343,602 | 0 | 0 |
COPA HOLDINGS SA | CL A | P31076105 | 655 | 8,201 | SH | | SOLE | | 8,201 | 0 | 0 |
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 44,487 | 399,597 | SH | | SOLE | | 399,597 | 0 | 0 |
CROWN HOLDINGS INC | COM | 228368106 | 6,223 | 129,654 | SH | | SOLE | | 129,654 | 0 | 0 |
CSX CORP | COM | 126408103 | 25,136 | 339,450 | SH | | SOLE | | 339,450 | 0 | 0 |
CULLEN FROST BANKERS INC | COM | 229899109 | 900 | 8,621 | SH | | SOLE | | 8,621 | 0 | 0 |
CUMMINS INC | COM | 231021106 | 30,792 | 210,804 | SH | | SOLE | | 210,804 | 0 | 0 |
DARDEN RESTAURANTS INC | COM | 237194105 | 27,071 | 243,465 | SH | | SOLE | | 243,465 | 0 | 0 |
DEERE & CO | COM | 244199105 | 34,246 | 227,805 | SH | | SOLE | | 227,805 | 0 | 0 |
DENTSPLY SIRONA INC | COM | 24906P109 | 20,910 | 554,050 | SH | | SOLE | | 554,050 | 0 | 0 |
DISCOVERY INC | COM SER A | 25470F104 | 14,245 | 445,166 | SH | | SOLE | | 445,166 | 0 | 0 |
DISNEY WALT CO | COM DISNEY | 254687106 | 36,135 | 309,007 | SH | | SOLE | | 309,007 | 0 | 0 |
DOMINION ENERGY INC | COM | 25746U109 | 916 | 13,034 | SH | | SOLE | | 13,034 | 0 | 0 |
DUN & BRADSTREET CORP DEL NE | COM | 26483E100 | 4,567 | 32,046 | SH | | SOLE | | 32,046 | 0 | 0 |
DYCOM INDS INC | COM | 267475101 | 5,419 | 64,059 | SH | | SOLE | | 64,059 | 0 | 0 |
E TRADE FINANCIAL CORP | COM NEW | 269246401 | 12,041 | 229,834 | SH | | SOLE | | 229,834 | 0 | 0 |
EAST WEST BANCORP INC | COM | 27579R104 | 3,048 | 50,481 | SH | | SOLE | | 50,481 | 0 | 0 |
EASTMAN CHEM CO | COM | 277432100 | 17,664 | 184,541 | SH | | SOLE | | 184,541 | 0 | 0 |
EATON VANCE CORP | COM NON VTG | 278265103 | 394 | 7,488 | SH | | SOLE | | 7,488 | 0 | 0 |
EBAY INC | COM | 278642103 | 5,375 | 162,787 | SH | | SOLE | | 162,787 | 0 | 0 |
ENSCO PLC | SHS CLASS A | G3157S106 | 2,056 | 243,602 | SH | | SOLE | | 243,602 | 0 | 0 |
EQUINIX INC | COM PAR $0.001 | 29444U700 | 27,447 | 63,404 | SH | | SOLE | | 63,404 | 0 | 0 |
EXELON CORP | COM | 30161N101 | 1,112 | 25,460 | SH | | SOLE | | 25,460 | 0 | 0 |
F5 NETWORKS INC | COM | 315616102 | 222 | 1,115 | SH | | SOLE | | 1,115 | 0 | 0 |
FEDEX CORP | COM | 31428X106 | 6,817 | 28,313 | SH | | SOLE | | 28,313 | 0 | 0 |
FIFTH THIRD BANCORP | COM | 316773100 | 3,758 | 134,604 | SH | | SOLE | | 134,604 | 0 | 0 |
FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 17,429 | 181,549 | SH | | SOLE | | 181,549 | 0 | 0 |
FIRST SOLAR INC | COM | 336433107 | 6,038 | 124,693 | SH | | SOLE | | 124,693 | 0 | 0 |
FIVE BELOW INC | COM | 33829M101 | 19,201 | 147,633 | SH | | SOLE | | 147,633 | 0 | 0 |
FIVE9 INC | COM | 338307101 | 4,605 | 105,396 | SH | | SOLE | | 105,396 | 0 | 0 |
FLEX LTD | ORD | Y2573F102 | 586 | 44,651 | SH | | SOLE | | 44,651 | 0 | 0 |
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 365 | 12,100 | SH | | SOLE | | 12,100 | 0 | 0 |
FLUOR CORP NEW | COM | 343412102 | 8,725 | 150,179 | SH | | SOLE | | 150,179 | 0 | 0 |
FORD MTR CO DEL | COM PAR $0.01 | 345370860 | 31,919 | 3,450,697 | SH | | SOLE | | 3,450,697 | 0 | 0 |
FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 2,859 | 54,595 | SH | | SOLE | | 54,595 | 0 | 0 |
FRANKLIN RES INC | COM | 354613101 | 3,234 | 106,352 | SH | | SOLE | | 106,352 | 0 | 0 |
FREEPORT-MCMORAN INC | CL B | 35671D857 | 19,765 | 1,419,888 | SH | | SOLE | | 1,419,888 | 0 | 0 |
FTI CONSULTING INC | COM | 302941109 | 4,139 | 56,547 | SH | | SOLE | | 56,547 | 0 | 0 |
GARMIN LTD | SHS | H2906T109 | 8,893 | 126,950 | SH | | SOLE | | 126,950 | 0 | 0 |
GENERAL DYNAMICS CORP | COM | 369550108 | 16,225 | 79,253 | SH | | SOLE | | 79,253 | 0 | 0 |
GENERAL MLS INC | COM | 370334104 | 36,626 | 853,350 | SH | | SOLE | | 853,350 | 0 | 0 |
GENERAL MTRS CO | COM | 37045V100 | 58,704 | 1,743,509 | SH | | SOLE | | 1,743,509 | 0 | 0 |
GLOBUS MED INC | CL A | 379577208 | 842 | 14,838 | SH | | SOLE | | 14,838 | 0 | 0 |
GRACO INC | COM | 384109104 | 1,110 | 23,952 | SH | | SOLE | | 23,952 | 0 | 0 |
GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 141 | 10,081 | SH | | SOLE | | 10,081 | 0 | 0 |
HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 21,098 | 422,301 | SH | | SOLE | | 422,301 | 0 | 0 |
HASBRO INC | COM | 418056107 | 18,192 | 173,055 | SH | | SOLE | | 173,055 | 0 | 0 |
HCA HEALTHCARE INC | COM | 40412C101 | 18,307 | 131,588 | SH | | SOLE | | 131,588 | 0 | 0 |
HEICO CORP NEW | COM | 422806109 | 1,787 | 19,301 | SH | | SOLE | | 19,301 | 0 | 0 |
HELMERICH & PAYNE INC | COM | 423452101 | 5,550 | 80,697 | SH | | SOLE | | 80,697 | 0 | 0 |
HERSHEY CO | COM | 427866108 | 13,178 | 129,197 | SH | | SOLE | | 129,197 | 0 | 0 |
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 7,634 | 94,504 | SH | | SOLE | | 94,504 | 0 | 0 |
HUMANA INC | COM | 444859102 | 23,434 | 69,225 | SH | | SOLE | | 69,225 | 0 | 0 |
ILLINOIS TOOL WKS INC | COM | 452308109 | 40,491 | 286,928 | SH | | SOLE | | 286,928 | 0 | 0 |
IMMUNOMEDICS INC | COM | 452907108 | 2,411 | 115,766 | SH | | SOLE | | 115,766 | 0 | 0 |
INCYTE CORP | COM | 45337C102 | 22,618 | 327,415 | SH | | SOLE | | 327,415 | 0 | 0 |
INOGEN INC | COM | 45780L104 | 2,428 | 9,944 | SH | | SOLE | | 9,944 | 0 | 0 |
INSPERITY INC | COM | 45778Q107 | 5,862 | 49,698 | SH | | SOLE | | 49,698 | 0 | 0 |
INTEL CORP | COM | 458140100 | 183,387 | 3,877,928 | SH | | SOLE | | 3,877,928 | 0 | 0 |
INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 8,646 | 156,321 | SH | | SOLE | | 156,321 | 0 | 0 |
INTERCONTINENTAL EXCHANGE IN | COM | 45866f104 | 3,472 | 46,360 | SH | | SOLE | | 46,360 | 0 | 0 |
INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 5,348 | 270,808 | SH | | SOLE | | 270,808 | 0 | 0 |
IPG PHOTONICS CORP | COM | 44980X109 | 18,156 | 116,332 | SH | | SOLE | | 116,332 | 0 | 0 |
IQVIA HLDGS INC | COM | 46266C105 | 2,899 | 22,347 | SH | | SOLE | | 22,347 | 0 | 0 |
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 1,102 | 11,639 | SH | | SOLE | | 11,639 | 0 | 0 |
IROBOT CORP | COM | 462726100 | 13,001 | 118,276 | SH | | SOLE | | 118,276 | 0 | 0 |
ISHARES TR | JPMORGAN USD EMG | 464288281 | 245 | 2,268 | SH | | SOLE | | 2,268 | 0 | 0 |
JACOBS ENGR GROUP INC DEL | COM | 469814107 | 13,208 | 172,654 | SH | | SOLE | | 172,654 | 0 | 0 |
JANUS HENDERSON GROUP PLC | ORD SHS | G4474Y214 | 261 | 9,675 | SH | | SOLE | | 9,675 | 0 | 0 |
JOHNSON & JOHNSON | COM | 478160104 | 94,086 | 680,944 | SH | | SOLE | | 680,944 | 0 | 0 |
JONES LANG LASALLE INC | COM | 48020Q107 | 9,956 | 68,986 | SH | | SOLE | | 68,986 | 0 | 0 |
JUNIPER NETWORKS INC | COM | 48203R104 | 2,676 | 89,300 | SH | | SOLE | | 89,300 | 0 | 0 |
KIMBERLY CLARK CORP | COM | 494368103 | 39,630 | 348,732 | SH | | SOLE | | 348,732 | 0 | 0 |
LAM RESEARCH CORP | COM | 512807108 | 100,123 | 660,008 | SH | | SOLE | | 660,008 | 0 | 0 |
LAMB WESTON HLDGS INC | COM | 513272104 | 1,648 | 24,747 | SH | | SOLE | | 24,747 | 0 | 0 |
LAS VEGAS SANDS CORP | COM | 517834107 | 23,751 | 400,320 | SH | | SOLE | | 400,320 | 0 | 0 |
LEAR CORP | COM NEW | 521865204 | 25,327 | 174,672 | SH | | SOLE | | 174,672 | 0 | 0 |
LEGG MASON INC | COM | 524901105 | 1,953 | 62,544 | SH | | SOLE | | 62,544 | 0 | 0 |
LEIDOS HLDGS INC | COM | 525327102 | 11,763 | 170,087 | SH | | SOLE | | 170,087 | 0 | 0 |
LENNAR CORP | CL A | 526057104 | 8,474 | 181,493 | SH | | SOLE | | 181,493 | 0 | 0 |
LINCOLN NATL CORP IND | COM | 534187109 | 15,712 | 232,215 | SH | | SOLE | | 232,215 | 0 | 0 |
LOCKHEED MARTIN CORP | COM | 539830109 | 4,607 | 13,317 | SH | | SOLE | | 13,317 | 0 | 0 |
LOWES COS INC | COM | 548661107 | 87,241 | 759,809 | SH | | SOLE | | 759,809 | 0 | 0 |
MANPOWERGROUP INC | COM | 56418H100 | 12,642 | 147,067 | SH | | SOLE | | 147,067 | 0 | 0 |
MARATHON OIL CORP | COM | 565849106 | 274 | 11,786 | SH | | SOLE | | 11,786 | 0 | 0 |
MARRIOTT INTL INC NEW | CL A | 571903202 | 51,062 | 386,744 | SH | | SOLE | | 386,744 | 0 | 0 |
MASTERCARD INCORPORATED | CL A | 57636Q104 | 332 | 1,490 | SH | | SOLE | | 1,490 | 0 | 0 |
MATCH GROUP INC | COM | 57665R106 | 14,250 | 246,065 | SH | | SOLE | | 246,065 | 0 | 0 |
MCKESSON CORP | COM | 58155Q103 | 35,785 | 269,772 | SH | | SOLE | | 269,772 | 0 | 0 |
MEDPACE HLDGS INC | COM | 58506Q109 | 3,288 | 54,880 | SH | | SOLE | | 54,880 | 0 | 0 |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 42,295 | 1,515,390 | SH | | SOLE | | 1,515,390 | 0 | 0 |
MICRO FOCUS INTERNATIONAL PL | SPON ADR NEW | 594837304 | 916 | 49,590 | SH | | SOLE | | 49,590 | 0 | 0 |
MICROSOFT CORP | COM | 594918104 | 74,827 | 654,257 | SH | | SOLE | | 654,257 | 0 | 0 |
MKS INSTRUMENT INC | COM | 55306N104 | 10,609 | 132,367 | SH | | SOLE | | 132,367 | 0 | 0 |
MOHAWK INDS INC | COM | 608190104 | 13,036 | 74,341 | SH | | SOLE | | 74,341 | 0 | 0 |
MOLINA HEALTHCARE INC | COM | 60855R100 | 705 | 4,741 | SH | | SOLE | | 4,741 | 0 | 0 |
MOLSON COORS BREWING CO | CL B | 60871R209 | 7,316 | 118,960 | SH | | SOLE | | 118,960 | 0 | 0 |
MYRIAD GENETICS INC | COM | 62855J104 | 4,058 | 88,221 | SH | | SOLE | | 88,221 | 0 | 0 |
NATIONAL INSTRS CORP | COM | 636518102 | 1,615 | 33,416 | SH | | SOLE | | 33,416 | 0 | 0 |
NETAPP INC | COM | 64110D104 | 23,294 | 271,207 | SH | | SOLE | | 271,207 | 0 | 0 |
NETFLIX INC | COM | 64110L106 | 13,338 | 35,650 | SH | | SOLE | | 35,650 | 0 | 0 |
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 5,595 | 75,598 | SH | | SOLE | | 75,598 | 0 | 0 |
NEW RELIC INC | COM | 64829B100 | 961 | 10,198 | SH | | SOLE | | 10,198 | 0 | 0 |
NEXTERA ENERGY INC | COM | 65339F101 | 315 | 1,877 | SH | | SOLE | | 1,877 | 0 | 0 |
NIKE INC | CL B | 654106103 | 10,653 | 125,747 | SH | | SOLE | | 125,747 | 0 | 0 |
NORDSTROM INC | COM | 655664100 | 23,875 | 399,179 | SH | | SOLE | | 399,179 | 0 | 0 |
NORTHROP GRUMMAN CORP | COM | 666807102 | 68,701 | 216,471 | SH | | SOLE | | 216,471 | 0 | 0 |
NOVO-NORDISK A S | ADR | 670100205 | 814 | 17,263 | SH | | SOLE | | 17,263 | 0 | 0 |
NUVASIVE INC | COM | 670704105 | 796 | 11,216 | SH | | SOLE | | 11,216 | 0 | 0 |
NVIDIA CORP | COM | 67066G104 | 185,229 | 659,131 | SH | | SOLE | | 659,131 | 0 | 0 |
NVR INC | COM | 62944T105 | 3,084 | 1,248 | SH | | SOLE | | 1,248 | 0 | 0 |
OCCIDENTAL PETE CORP DEL | COM | 674599105 | 222 | 2,698 | SH | | SOLE | | 2,698 | 0 | 0 |
OKTA INC | CL A | 679295105 | 18,947 | 269,286 | SH | | SOLE | | 269,286 | 0 | 0 |
OLD DOMINION FGHT LINES INC | COM | 679580100 | 2,848 | 17,658 | SH | | SOLE | | 17,658 | 0 | 0 |
OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 5,681 | 59,116 | SH | | SOLE | | 59,116 | 0 | 0 |
OMNICOM GROUP INC | COM | 681919106 | 26,106 | 383,803 | SH | | SOLE | | 383,803 | 0 | 0 |
OWENS CORNING NEW | COM | 690742101 | 18,781 | 346,057 | SH | | SOLE | | 346,057 | 0 | 0 |
PACIRA PHARMACEUTICALS INC | COM | 695127100 | 2,759 | 56,126 | SH | | SOLE | | 56,126 | 0 | 0 |
PATTERSON COMPANIES INC | COM | 703395103 | 1,877 | 76,769 | SH | | SOLE | | 76,769 | 0 | 0 |
PAYCOM SOFTWARE INC | COM | 70432V102 | 17,136 | 110,264 | SH | | SOLE | | 110,264 | 0 | 0 |
PEPSICO INC | COM | 713448108 | 103,069 | 921,908 | SH | | SOLE | | 921,908 | 0 | 0 |
PERRIGO CO PLC | SHS | G97822103 | 4,189 | 59,168 | SH | | SOLE | | 59,168 | 0 | 0 |
PG&E CORP | COM | 69331C108 | 3,951 | 85,862 | SH | | SOLE | | 85,862 | 0 | 0 |
PHILIP MORRIS INTL INC | COM | 718172109 | 58,751 | 720,517 | SH | | SOLE | | 720,517 | 0 | 0 |
PHILLIPS 66 | COM | 718546104 | 32,158 | 285,290 | SH | | SOLE | | 285,290 | 0 | 0 |
PIONEER NAT RES CO | COM | 723787107 | 35,324 | 202,791 | SH | | SOLE | | 202,791 | 0 | 0 |
POLARIS INDS INC | COM | 731068102 | 275 | 2,720 | SH | | SOLE | | 2,720 | 0 | 0 |
PREMIER INC | CL A | 74051N102 | 1,543 | 33,706 | SH | | SOLE | | 33,706 | 0 | 0 |
PRINCIPAL FINL GROUP INC | COM | 74251V102 | 13,979 | 238,582 | SH | | SOLE | | 238,582 | 0 | 0 |
PROGRESSIVE CORP OHIO | COM | 743315103 | 16,473 | 231,883 | SH | | SOLE | | 231,883 | 0 | 0 |
PRUDENTIAL FINL INC | COM | 744320102 | 35,125 | 346,678 | SH | | SOLE | | 346,678 | 0 | 0 |
PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | 4,523 | 85,680 | SH | | SOLE | | 85,680 | 0 | 0 |
PULTE GROUP INC | COM | 745867101 | 16,180 | 653,190 | SH | | SOLE | | 653,190 | 0 | 0 |
PURE STORAGE INC | CL A | 74624M102 | 969 | 37,342 | SH | | SOLE | | 37,342 | 0 | 0 |
RAYTHEON CO | COM NEW | 755111507 | 11,170 | 54,051 | SH | | SOLE | | 54,051 | 0 | 0 |
REALOGY HLDGS CORP | COM | 75605Y106 | 771 | 37,335 | SH | | SOLE | | 37,335 | 0 | 0 |
REGENXBIO INC | COM | 75901B107 | 3,121 | 41,342 | SH | | SOLE | | 41,342 | 0 | 0 |
REINSURANCE GROUP AMER INC | COM NEW | 759351604 | 4,108 | 28,417 | SH | | SOLE | | 28,417 | 0 | 0 |
ROCKWELL AUTOMATION INC | COM | 773903109 | 36,053 | 192,262 | SH | | SOLE | | 192,262 | 0 | 0 |
ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 2,108 | 111,953 | SH | | SOLE | | 111,953 | 0 | 0 |
RPC INC | COM | 749660106 | 534 | 34,514 | SH | | SOLE | | 34,514 | 0 | 0 |
RYANAIR HLDGS PLC | SPONSORED ADR NE | 783513203 | 3,179 | 33,105 | SH | | SOLE | | 33,105 | 0 | 0 |
SALESFORCE COM INC | COM | 79466L302 | 216 | 1,360 | SH | | SOLE | | 1,360 | 0 | 0 |
SANDERSON FARMS INC | COM | 800013104 | 4,951 | 47,897 | SH | | SOLE | | 47,897 | 0 | 0 |
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 24,815 | 154,483 | SH | | SOLE | | 154,483 | 0 | 0 |
SCHLUMBERGER LTD | COM | 806857108 | 50,132 | 822,923 | SH | | SOLE | | 822,923 | 0 | 0 |
SCHWAB CHARLES CORP NEW | COM | 808513105 | 19,201 | 390,667 | SH | | SOLE | | 390,667 | 0 | 0 |
SCIENTIFIC GAMES CORP | COM | 80874P109 | 2,703 | 106,409 | SH | | SOLE | | 106,409 | 0 | 0 |
SEAWORLD ENTMT INC | COM | 81282V100 | 1,163 | 37,012 | SH | | SOLE | | 37,012 | 0 | 0 |
SEI INVESTMENTS CO | COM | 784117103 | 4,087 | 66,893 | SH | | SOLE | | 66,893 | 0 | 0 |
SEMTECH CORP | COM | 816850101 | 1,283 | 23,079 | SH | | SOLE | | 23,079 | 0 | 0 |
SHUTTERFLY INC | COM | 82568P304 | 2,809 | 42,635 | SH | | SOLE | | 42,635 | 0 | 0 |
SIGNET JEWELERS LIMITED | SHS | G81276100 | 356 | 5,400 | SH | | SOLE | | 5,400 | 0 | 0 |
SILICON LABORATORIES INC | COM | 826919102 | 782 | 8,521 | SH | | SOLE | | 8,521 | 0 | 0 |
SMART GLOBAL HLDGS INC | SHS | G8232Y101 | 1,169 | 40,691 | SH | | SOLE | | 40,691 | 0 | 0 |
SMITH A O | COM | 831865209 | 12,239 | 229,315 | SH | | SOLE | | 229,315 | 0 | 0 |
SODASTREAM INTERNATIONAL LTD | USD SHS | M9068E105 | 366 | 2,559 | SH | | SOLE | | 2,559 | 0 | 0 |
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 8,616 | 228,855 | SH | | SOLE | | 228,855 | 0 | 0 |
SONIC CORP | COM | 835451105 | 3,547 | 81,837 | SH | | SOLE | | 81,837 | 0 | 0 |
SOUTHWEST AIRLS CO | COM | 844741108 | 53,178 | 851,531 | SH | | SOLE | | 851,531 | 0 | 0 |
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 8,549 | 75,812 | SH | | SOLE | | 75,812 | 0 | 0 |
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 312 | 3,406 | SH | | SOLE | | 3,406 | 0 | 0 |
SQUARE INC | CL A | 852234103 | 146,606 | 1,480,721 | SH | | SOLE | | 1,480,721 | 0 | 0 |
STAMPS COM INC | COM NEW | 852857200 | 765 | 3,380 | SH | | SOLE | | 3,380 | 0 | 0 |
STARS GROUP INC | COM | 85570W100 | 5,739 | 230,484 | SH | | SOLE | | 230,484 | 0 | 0 |
STEEL DYNAMICS INC | COM | 858119100 | 278 | 6,149 | SH | | SOLE | | 6,149 | 0 | 0 |
STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 589 | 32,100 | SH | | SOLE | | 32,100 | 0 | 0 |
SUMMIT MATLS INC | CL A | 86614U100 | 2,748 | 151,136 | SH | | SOLE | | 151,136 | 0 | 0 |
SVB FINL GROUP | COM | 78486Q101 | 23,911 | 76,926 | SH | | SOLE | | 76,926 | 0 | 0 |
SYMANTEC CORP | COM | 871503108 | 31,483 | 1,479,471 | SH | | SOLE | | 1,479,471 | 0 | 0 |
SYNNEX CORP | COM | 87162W100 | 2,851 | 33,665 | SH | | SOLE | | 33,665 | 0 | 0 |
SYNOPSYS INC | COM | 871607107 | 1,248 | 12,657 | SH | | SOLE | | 12,657 | 0 | 0 |
SYSCO CORP | COM | 871829107 | 19,992 | 272,927 | SH | | SOLE | | 272,927 | 0 | 0 |
TABULA RASA HEALTHCARE INC | COM | 873379101 | 1,989 | 24,502 | SH | | SOLE | | 24,502 | 0 | 0 |
TAL ED GROUP | SPONSORED ADS | 874080104 | 31,426 | 1,222,316 | SH | | SOLE | | 1,222,316 | 0 | 0 |
TATA MTRS LTD | SPONSORED ADR | 876568502 | 3,596 | 234,126 | SH | | SOLE | | 234,126 | 0 | 0 |
TD AMERITRADE HLDG CORP | COM | 87236Y108 | 4,252 | 80,483 | SH | | SOLE | | 80,483 | 0 | 0 |
TENNECO INC | COM | 880349105 | 507 | 12,038 | SH | | SOLE | | 12,038 | 0 | 0 |
TEREX CORP NEW | COM | 880779103 | 669 | 16,757 | SH | | SOLE | | 16,757 | 0 | 0 |
TEXAS CAPITAL BANCSHARES INC | COM | 88224Q107 | 301 | 3,646 | SH | | SOLE | | 3,646 | 0 | 0 |
TEXAS INSTRS INC | COM | 882508104 | 60,548 | 564,337 | SH | | SOLE | | 564,337 | 0 | 0 |
THE TRADE DESK INC | COM CL A | 88339J105 | 15,338 | 101,640 | SH | | SOLE | | 101,640 | 0 | 0 |
TIFFANY & CO NEW | COM | 886547108 | 33,564 | 260,250 | SH | | SOLE | | 260,250 | 0 | 0 |
TOLL BROTHERS INC | COM | 889478103 | 6,572 | 198,969 | SH | | SOLE | | 198,969 | 0 | 0 |
TOPBUILD CORP | COM | 89055F103 | 1,888 | 33,222 | SH | | SOLE | | 33,222 | 0 | 0 |
TORO CO | COM | 891092108 | 251 | 4,182 | SH | | SOLE | | 4,182 | 0 | 0 |
TRANSUNION | COM | 89400J107 | 3,660 | 49,735 | SH | | SOLE | | 49,735 | 0 | 0 |
TREX CO INC | COM | 89531P105 | 5,416 | 70,361 | SH | | SOLE | | 70,361 | 0 | 0 |
TRI POINTE GROUP INC | COM | 87265H109 | 435 | 35,075 | SH | | SOLE | | 35,075 | 0 | 0 |
TRIPADVISOR INC | COM | 896945201 | 9,677 | 189,484 | SH | | SOLE | | 189,484 | 0 | 0 |
TUPPERWARE BRANDS CORP | COM | 899896104 | 5,449 | 162,897 | SH | | SOLE | | 162,897 | 0 | 0 |
ULTA BEAUTY INC | COM | 90384S303 | 23,461 | 83,161 | SH | | SOLE | | 83,161 | 0 | 0 |
UNITED PARCEL SERVICE INC | CL B | 911312106 | 22,523 | 192,919 | SH | | SOLE | | 192,919 | 0 | 0 |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 309 | 1,163 | SH | | SOLE | | 1,163 | 0 | 0 |
UNUM GROUP | COM | 91529Y106 | 8,050 | 206,030 | SH | | SOLE | | 206,030 | 0 | 0 |
USANA HEALTH SCIENCES INC | COM | 90328M107 | 3,221 | 26,718 | SH | | SOLE | | 26,718 | 0 | 0 |
VALERO ENERGY CORP NEW | COM | 91913Y100 | 48,102 | 422,877 | SH | | SOLE | | 422,877 | 0 | 0 |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 50,113 | 1,222,268 | SH | | SOLE | | 1,222,268 | 0 | 0 |
VARIAN MED SYS INC | COM | 92220P105 | 13,422 | 119,916 | SH | | SOLE | | 119,916 | 0 | 0 |
VEEVA SYS INC | CL A COM | 922475108 | 17,403 | 159,851 | SH | | SOLE | | 159,851 | 0 | 0 |
VIKING THERAPEUTICS INC | COM | 92686J106 | 217 | 12,438 | SH | | SOLE | | 12,438 | 0 | 0 |
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 4,840 | 775,604 | SH | | SOLE | | 775,604 | 0 | 0 |
VIRTU FINL INC | CL A | 928254101 | 1,557 | 76,116 | SH | | SOLE | | 76,116 | 0 | 0 |
VISTEON CORP | COM NEW | 92839U206 | 4,114 | 44,288 | SH | | SOLE | | 44,288 | 0 | 0 |
VODAFONE GROUP PLC NEW | SPONSORED ADR | 92857W308 | 1,650 | 76,017 | SH | | SOLE | | 76,017 | 0 | 0 |
VULCAN MATLS CO | COM | 929160109 | 664 | 5,970 | SH | | SOLE | | 5,970 | 0 | 0 |
W & T OFFSHORE INC | COM | 92922P106 | 1,030 | 106,827 | SH | | SOLE | | 106,827 | 0 | 0 |
WATERS CORP | COM | 941848103 | 3,877 | 19,916 | SH | | SOLE | | 19,916 | 0 | 0 |
WEIBO CORP | SPONSORED ADR | 948596101 | 816 | 11,164 | SH | | SOLE | | 11,164 | 0 | 0 |
WELLCARE HEALTH PLANS INC | COM | 94946T106 | 22,589 | 70,484 | SH | | SOLE | | 70,484 | 0 | 0 |
WESTLAKE CHEM CORP | COM | 960413102 | 9,147 | 110,057 | SH | | SOLE | | 110,057 | 0 | 0 |
WEYERHAEUSER CO | COM | 962166104 | 24,904 | 771,750 | SH | | SOLE | | 771,750 | 0 | 0 |
WHIRLPOOL CORP | COM | 963320106 | 27,770 | 233,850 | SH | | SOLE | | 233,850 | 0 | 0 |
WINGSTOP INC | COM | 974155103 | 3,350 | 49,076 | SH | | SOLE | | 49,076 | 0 | 0 |
WYNDHAM DESTINATIONS INC | COM | 98310W108 | 1,229 | 28,336 | SH | | SOLE | | 28,336 | 0 | 0 |
WYNN RESORTS LTD | COM | 983134107 | 23,447 | 184,532 | SH | | SOLE | | 184,532 | 0 | 0 |
XILINX INC | COM | 983919101 | 18,473 | 230,427 | SH | | SOLE | | 230,427 | 0 | 0 |
YUM BRANDS INC | COM | 988498101 | 233 | 2,562 | SH | | SOLE | | 2,562 | 0 | 0 |