The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 3,640 20,632 SH   SOLE   20,632 0 0
ABBOTT LABS COM 002824100 11,361 130,795 SH   SOLE   130,795 0 0
ABBVIE INC COM 00287Y109 49,209 555,785 SH   SOLE   555,785 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 70,298 333,846 SH   SOLE   333,846 0 0
ACTIVISION BLIZZARD INC COM 00507V109 2,513 42,290 SH   SOLE   42,290 0 0
ACUITY BRANDS INC COM 00508Y102 6,061 43,917 SH   SOLE   43,917 0 0
ADOBE INC COM 00724F101 14,649 44,417 SH   SOLE   44,417 0 0
ADVANCED MICRO DEVICES INC COM 007903107 17,683 385,585 SH   SOLE   385,585 0 0
AERCAP HOLDINGS NV SHS N00985106 11,176 181,809 SH   SOLE   181,809 0 0
AES CORP COM 00130H105 1,587 79,731 SH   SOLE   79,731 0 0
AFLAC INC COM 001055102 41,761 789,439 SH   SOLE   789,439 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 45,148 529,228 SH   SOLE   529,228 0 0
AGNC INVT CORP COM 00123Q104 15,323 866,661 SH   SOLE   866,661 0 0
AIR PRODS & CHEMS INC COM 009158106 420 1,787 SH   SOLE   1,787 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 25,601 296,376 SH   SOLE   296,376 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,469 9,093 SH   SOLE   9,093 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 10,448 96,607 SH   SOLE   96,607 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 472,649 2,228,423 SH   SOLE   2,228,423 0 0
ALLEGHANY CORP DEL COM 017175100 9,065 11,337 SH   SOLE   11,337 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 74,039 594,497 SH   SOLE   594,497 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 7,895 70,366 SH   SOLE   70,366 0 0
ALLSTATE CORP COM 020002101 21,651 192,536 SH   SOLE   192,536 0 0
ALLY FINL INC COM 02005N100 33,784 1,105,488 SH   SOLE   1,105,488 0 0
ALPHABET INC CAP STK CL C 02079K107 167,486 125,268 SH   SOLE   125,268 0 0
ALPHABET INC CAP STK CL A 02079K305 111,784 83,459 SH   SOLE   83,459 0 0
ALTICE USA INC CL A 02156K103 13,131 480,285 SH   SOLE   480,285 0 0
ALTRIA GROUP INC COM 02209S103 25,185 504,600 SH   SOLE   504,600 0 0
AMAZON COM INC COM 023135106 175,469 94,959 SH   SOLE   94,959 0 0
AMERCO COM 023586100 739 1,967 SH   SOLE   1,967 0 0
AMEREN CORP COM 023608102 22,664 295,102 SH   SOLE   295,102 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 20,709 722,074 SH   SOLE   722,074 0 0
AMERICAN ELEC PWR CO INC COM 025537101 6,424 67,976 SH   SOLE   67,976 0 0
AMERICAN EXPRESS CO COM 025816109 10,510 84,423 SH   SOLE   84,423 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 7,039 64,191 SH   SOLE   64,191 0 0
AMERICAN TOWER CORP NEW COM 03027X100 37,946 165,110 SH   SOLE   165,110 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,753 14,270 SH   SOLE   14,270 0 0
AMERIPRISE FINL INC COM 03076C106 26,185 157,193 SH   SOLE   157,193 0 0
AMERISOURCEBERGEN CORP COM 03073E105 10,494 123,425 SH   SOLE   123,425 0 0
AMETEK INC NEW COM 031100100 23,681 237,423 SH   SOLE   237,423 0 0
AMGEN INC COM 031162100 88,472 366,997 SH   SOLE   366,997 0 0
ANSYS INC COM 03662Q105 40,918 158,961 SH   SOLE   158,961 0 0
ANTERO MIDSTREAM CORP COM 03676B102 2,053 270,534 SH   SOLE   270,534 0 0
ANTERO RES CORP COM 03674X106 2,867 1,005,843 SH   SOLE   1,005,843 0 0
ANTHEM INC COM 036752103 19,778 65,484 SH   SOLE   65,484 0 0
APACHE CORP COM 037411105 3,844 150,199 SH   SOLE   150,199 0 0
APPLE INC COM 037833100 337,208 1,148,333 SH   SOLE   1,148,333 0 0
APPLIED MATLS INC COM 038222105 25,982 425,650 SH   SOLE   425,650 0 0
ARCH CAP GROUP LTD ORD G0450A105 26,087 608,229 SH   SOLE   608,229 0 0
ARCONIC INC COM 03965L100 3,099 100,720 SH   SOLE   100,720 0 0
ARISTA NETWORKS INC COM 040413106 20,203 99,328 SH   SOLE   99,328 0 0
ASSURANT INC COM 04621X108 375 2,864 SH   SOLE   2,864 0 0
AT&T INC COM 00206R102 100,950 2,583,165 SH   SOLE   2,583,165 0 0
ATHENE HLDG LTD CL A G0684D107 14,960 318,094 SH   SOLE   318,094 0 0
AUTODESK INC COM 052769106 17,911 97,629 SH   SOLE   97,629 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 1,847 23,089 SH   SOLE   23,089 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 10,445 61,259 SH   SOLE   61,259 0 0
AUTOZONE INC COM 053332102 14,393 12,082 SH   SOLE   12,082 0 0
AVALONBAY CMNTYS INC COM 053484101 1,195 5,698 SH   SOLE   5,698 0 0
AVERY DENNISON CORP COM 053611109 10,100 77,205 SH   SOLE   77,205 0 0
AXA EQUITABLE HLDGS INC COM 054561105 18,252 736,568 SH   SOLE   736,568 0 0
BAIDU INC SPON ADR REP A 056752108 2,689 21,277 SH   SOLE   21,277 0 0
BAKER HUGHES COMPANY CL A 05722G100 880 34,348 SH   SOLE   34,348 0 0
BALL CORP COM 058498106 3,638 56,250 SH   SOLE   56,250 0 0
BANCO MACRO SA SPON ADR B 05961W105 731 20,175 SH   SOLE   20,175 0 0
BANK AMER CORP COM 060505104 71,875 2,040,746 SH   SOLE   2,040,746 0 0
BANK NEW YORK MELLON CORP COM 064058100 6,473 128,605 SH   SOLE   128,605 0 0
BAXTER INTL INC COM 071813109 28,816 344,609 SH   SOLE   344,609 0 0
BECTON DICKINSON & CO COM 075887109 228 837 SH   SOLE   837 0 0
BEIGENE LTD SPONSORED ADR 07725L102 434 2,618 SH   SOLE   2,618 0 0
BERKLEY W R CORP COM 084423102 15,486 224,103 SH   SOLE   224,103 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,390 173,906 SH   SOLE   173,906 0 0
BERRY GLOBAL GROUP INC COM 08579W103 70,258 1,479,418 SH   SOLE   1,479,418 0 0
BEST BUY INC COM 086516101 30,239 344,411 SH   SOLE   344,411 0 0
BIOGEN INC COM 09062X103 64,960 218,918 SH   SOLE   218,918 0 0
BLACKROCK INC COM 09247X101 7,000 13,925 SH   SOLE   13,925 0 0
BOEING CO COM 097023105 25,286 77,621 SH   SOLE   77,621 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 298 12,751 SH   SOLE   12,751 0 0
BOOKING HLDGS INC COM 09857L108 56,030 27,282 SH   SOLE   27,282 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 11,975 168,357 SH   SOLE   168,357 0 0
BORGWARNER INC COM 099724106 3,580 82,534 SH   SOLE   82,534 0 0
BOSTON PROPERTIES INC COM 101121101 262 1,899 SH   SOLE   1,899 0 0
BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 247 15,839 SH   SOLE   15,839 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 91,835 1,430,673 SH   SOLE   1,430,673 0 0
BRISTOL MYERS SQUIBB CO RIGHT 99/99/9999 110122157 33 10,812 SH   SOLE   10,812 0 0
BROADCOM INC COM 11135F101 10,025 31,722 SH   SOLE   31,722 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,327 91,688 SH   SOLE   91,688 0 0
BUNGE LIMITED COM G16962105 12,088 210,050 SH   SOLE   210,050 0 0
BURLINGTON STORES INC COM 122017106 5,762 25,267 SH   SOLE   25,267 0 0
CABOT OIL & GAS CORP COM 127097103 26,430 1,518,065 SH   SOLE   1,518,065 0 0
CACTUS INC CL A 127203107 26,703 778,046 SH   SOLE   778,046 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 25,921 373,716 SH   SOLE   373,716 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 1,756 194,425 SH   SOLE   194,425 0 0
CALLON PETE CO DEL COM 13123X102 6,815 1,410,982 SH   SOLE   1,410,982 0 0
CAMDEN PPTY TR SH BEN INT 133131102 1,099 10,359 SH   SOLE   10,359 0 0
CAMPBELL SOUP CO COM 134429109 1,175 23,770 SH   SOLE   23,770 0 0
CAPITAL ONE FINL CORP COM 14040H105 6,612 64,247 SH   SOLE   64,247 0 0
CARDINAL HEALTH INC COM 14149Y108 24,812 490,554 SH   SOLE   490,554 0 0
CARMAX INC COM 143130102 5,602 63,894 SH   SOLE   63,894 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 4,527 89,064 SH   SOLE   89,064 0 0
CATERPILLAR INC DEL COM 149123101 1,706 11,549 SH   SOLE   11,549 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 62,934 524,452 SH   SOLE   524,452 0 0
CBRE GROUP INC CL A 12504L109 11,225 183,138 SH   SOLE   183,138 0 0
CDW CORP COM 12514G108 19,380 135,674 SH   SOLE   135,674 0 0
CELANESE CORP DEL COM 150870103 24,083 195,604 SH   SOLE   195,604 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 2,156 466,668 SH   SOLE   466,668 0 0
CENTERPOINT ENERGY INC COM 15189T107 12,711 466,116 SH   SOLE   466,116 0 0
CENTURYLINK INC COM 156700106 4,062 307,497 SH   SOLE   307,497 0 0
CERNER CORP COM 156782104 29,561 402,799 SH   SOLE   402,799 0 0
CF INDS HLDGS INC COM 125269100 11,110 232,725 SH   SOLE   232,725 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 46,083 95,000 SH   SOLE   95,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 3,539 31,890 SH   SOLE   31,890 0 0
CHEMED CORP NEW COM 16359R103 57,697 131,350 SH   SOLE   131,350 0 0
CHENIERE ENERGY INC COM NEW 16411R208 29,093 476,386 SH   SOLE   476,386 0 0
CHESAPEAKE ENERGY CORP COM 165167107 1,686 2,041,666 SH   SOLE   2,041,666 0 0
CHEVRON CORP NEW COM 166764100 53,995 448,051 SH   SOLE   448,051 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 6,760 8,075 SH   SOLE   8,075 0 0
CHUBB LIMITED COM H1467J104 374 2,403 SH   SOLE   2,403 0 0
CHURCH & DWIGHT INC COM 171340102 22,568 320,838 SH   SOLE   320,838 0 0
CIGNA CORP NEW COM 125523100 8,866 43,356 SH   SOLE   43,356 0 0
CIMAREX ENERGY CO COM 171798101 3,988 75,984 SH   SOLE   75,984 0 0
CINCINNATI FINL CORP COM 172062101 8,660 82,360 SH   SOLE   82,360 0 0
CINTAS CORP COM 172908105 11,334 42,120 SH   SOLE   42,120 0 0
CISCO SYS INC COM 17275R102 46,865 977,167 SH   SOLE   977,167 0 0
CITIGROUP INC COM NEW 172967424 66,331 830,274 SH   SOLE   830,274 0 0
CITIZENS FINL GROUP INC COM 174610105 20,012 492,778 SH   SOLE   492,778 0 0
CITRIX SYS INC COM 177376100 120,123 1,083,163 SH   SOLE   1,083,163 0 0
CME GROUP INC COM 12572Q105 1,524 7,592 SH   SOLE   7,592 0 0
CMS ENERGY CORP COM 125896100 11,295 179,746 SH   SOLE   179,746 0 0
CNX MIDSTREAM PARTNERS LP COM UNIT REPST 12654A101 229 13,918 SH   SOLE   13,918 0 0
CNX RESOURCES CORPORATION COM 12653C108 2,460 277,931 SH   SOLE   277,931 0 0
COCA COLA CO COM 191216100 33,485 604,964 SH   SOLE   604,964 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 41,017 806,155 SH   SOLE   806,155 0 0
COLGATE PALMOLIVE CO COM 194162103 6,913 100,415 SH   SOLE   100,415 0 0
COMCAST CORP NEW CL A 20030N101 47,389 1,053,784 SH   SOLE   1,053,784 0 0
COMERICA INC COM 200340107 8,711 121,413 SH   SOLE   121,413 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 2,570 170,211 SH   SOLE   170,211 0 0
CONAGRA BRANDS INC COM 205887102 974 28,450 SH   SOLE   28,450 0 0
CONCHO RES INC COM 20605P101 4,375 49,955 SH   SOLE   49,955 0 0
CONOCOPHILLIPS COM 20825C104 30,890 475,017 SH   SOLE   475,017 0 0
CONSOLIDATED EDISON INC COM 209115104 8,989 99,362 SH   SOLE   99,362 0 0
CONTINENTAL RESOURCES INC COM 212015101 7,414 216,139 SH   SOLE   216,139 0 0
COPART INC COM 217204106 39,213 431,200 SH   SOLE   431,200 0 0
CORE LABORATORIES N V COM N22717107 19,364 514,036 SH   SOLE   514,036 0 0
COSTAR GROUP INC COM 22160N109 36,299 60,671 SH   SOLE   60,671 0 0
COSTCO WHSL CORP NEW COM 22160K105 47,546 161,764 SH   SOLE   161,764 0 0
CREDICORP LTD COM G2519Y108 3,375 15,834 SH   SOLE   15,834 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 505 16,385 SH   SOLE   16,385 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 4,127 82,750 SH   SOLE   82,750 0 0
CSX CORP COM 126408103 5,540 76,557 SH   SOLE   76,557 0 0
CUMMINS INC COM 231021106 24,014 134,187 SH   SOLE   134,187 0 0
CVS HEALTH CORP COM 126650100 19,992 269,113 SH   SOLE   269,113 0 0
DANAHER CORPORATION COM 235851102 9,594 62,511 SH   SOLE   62,511 0 0
DARDEN RESTAURANTS INC COM 237194105 4,154 38,107 SH   SOLE   38,107 0 0
DAVITA INC COM 23918K108 853 11,374 SH   SOLE   11,374 0 0
DELEK US HLDGS INC NEW COM 24665A103 3,339 99,579 SH   SOLE   99,579 0 0
DELL TECHNOLOGIES INC CL C 24703L202 14,517 282,489 SH   SOLE   282,489 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 65,811 1,125,357 SH   SOLE   1,125,357 0 0
DENBURY RES INC COM NEW 247916208 1,380 978,991 SH   SOLE   978,991 0 0
DENTSPLY SIRONA INC COM 24906P109 1,231 21,751 SH   SOLE   21,751 0 0
DEVON ENERGY CORP NEW COM 25179M103 22,215 855,394 SH   SOLE   855,394 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,529 38,008 SH   SOLE   38,008 0 0
DISCOVER FINL SVCS COM 254709108 31,115 366,836 SH   SOLE   366,836 0 0
DISCOVERY INC COM SER A 25470F104 7,817 238,765 SH   SOLE   238,765 0 0
DISCOVERY INC COM SER C 25470F302 16,024 525,549 SH   SOLE   525,549 0 0
DISNEY WALT CO COM DISNEY 254687106 32,063 221,690 SH   SOLE   221,690 0 0
DOLLAR GEN CORP NEW COM 256677105 94,580 606,360 SH   SOLE   606,360 0 0
DOMINION ENERGY INC COM 25746U109 370 4,472 SH   SOLE   4,472 0 0
DOVER CORP COM 260003108 22,029 191,124 SH   SOLE   191,124 0 0
DOW INC COM 260557103 14,389 262,902 SH   SOLE   262,902 0 0
DTE ENERGY CO COM 233331107 4,439 34,181 SH   SOLE   34,181 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 2,848 31,227 SH   SOLE   31,227 0 0
DXC TECHNOLOGY CO COM 23355L106 14,521 386,308 SH   SOLE   386,308 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 17,759 391,421 SH   SOLE   391,421 0 0
EASTMAN CHEMICAL CO COM 277432100 7,578 95,607 SH   SOLE   95,607 0 0
EATON CORP PLC SHS G29183103 31,537 332,945 SH   SOLE   332,945 0 0
EATON VANCE CORP COM NON VTG 278265103 5,711 122,314 SH   SOLE   122,314 0 0
EBAY INC COM 278642103 66,068 1,829,633 SH   SOLE   1,829,633 0 0
ECOLAB INC COM 278865100 28,360 146,951 SH   SOLE   146,951 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 8,581 36,783 SH   SOLE   36,783 0 0
ELECTRONIC ARTS INC COM 285512109 32,538 302,649 SH   SOLE   302,649 0 0
EMERSON ELEC CO COM 291011104 1,251 16,410 SH   SOLE   16,410 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 297 29,592 SH   SOLE   29,592 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 9,920 773,208 SH   SOLE   773,208 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 1,578 257,383 SH   SOLE   257,383 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 13,801 490,110 SH   SOLE   490,110 0 0
ENVISTA HLDGS CORP COM 29415F104 781 26,362 SH   SOLE   26,362 0 0
EOG RES INC COM 26875P101 26,587 317,420 SH   SOLE   317,420 0 0
EQT CORP COM 26884L109 3,261 299,154 SH   SOLE   299,154 0 0
EQUITRANS MIDSTREAM CORPORAT COM 294600101 5,258 393,554 SH   SOLE   393,554 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 23,739 337,248 SH   SOLE   337,248 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 12,121 149,792 SH   SOLE   149,792 0 0
ERIE INDTY CO CL A 29530P102 3,242 19,531 SH   SOLE   19,531 0 0
ESSEX PPTY TR INC COM 297178105 5,966 19,829 SH   SOLE   19,829 0 0
EURONET WORLDWIDE INC COM 298736109 69,793 442,960 SH   SOLE   442,960 0 0
EVERGY INC COM 30034W106 56,107 861,987 SH   SOLE   861,987 0 0
EVERSOURCE ENERGY COM 30040W108 7,501 88,170 SH   SOLE   88,170 0 0
EXACT SCIENCES CORP COM 30063P105 1,590 17,198 SH   SOLE   17,198 0 0
EXELON CORP COM 30161N101 18,250 400,303 SH   SOLE   400,303 0 0
EXPEDIA GROUP INC COM NEW 30212P303 23,563 217,891 SH   SOLE   217,891 0 0
EXPEDITORS INTL WASH INC COM 302130109 16,173 207,296 SH   SOLE   207,296 0 0
EXTRA SPACE STORAGE INC COM 30225T102 13,287 125,796 SH   SOLE   125,796 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 792 373,355 SH   SOLE   373,355 0 0
EXXON MOBIL CORP COM 30231G102 42,676 611,573 SH   SOLE   611,573 0 0
F M C CORP COM NEW 302491303 5,710 57,202 SH   SOLE   57,202 0 0
F5 NETWORKS INC COM 315616102 28,582 204,671 SH   SOLE   204,671 0 0
FACEBOOK INC CL A 30303M102 123,894 603,627 SH   SOLE   603,627 0 0
FACTSET RESH SYS INC COM 303075105 5,691 21,213 SH   SOLE   21,213 0 0
FASTENAL CO COM 311900104 9,257 250,537 SH   SOLE   250,537 0 0
FEDEX CORP COM 31428X106 14,008 92,637 SH   SOLE   92,637 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 89,268 1,968,413 SH   SOLE   1,968,413 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,969 14,154 SH   SOLE   14,154 0 0
FIFTH THIRD BANCORP COM 316773100 5,421 176,350 SH   SOLE   176,350 0 0
FIRSTENERGY CORP COM 337932107 16,315 335,692 SH   SOLE   335,692 0 0
FISERV INC COM 337738108 6,238 53,951 SH   SOLE   53,951 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 69,099 240,160 SH   SOLE   240,160 0 0
FORD MTR CO DEL COM 345370860 17,678 1,900,865 SH   SOLE   1,900,865 0 0
FORTINET INC COM 34959E109 41,742 390,991 SH   SOLE   390,991 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 10,585 162,003 SH   SOLE   162,003 0 0
FOX CORP CL B COM 35137L204 10,280 282,418 SH   SOLE   282,418 0 0
FRONTDOOR INC COM 35905A109 60,801 1,282,171 SH   SOLE   1,282,171 0 0
GALLAGHER ARTHUR J & CO COM 363576109 1,224 12,854 SH   SOLE   12,854 0 0
GAP INC COM 364760108 7,068 399,756 SH   SOLE   399,756 0 0
GARMIN LTD SHS H2906T109 30,504 312,674 SH   SOLE   312,674 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 3,209 62,215 SH   SOLE   62,215 0 0
GENERAL ELECTRIC CO COM 369604103 3,925 351,683 SH   SOLE   351,683 0 0
GENERAL MLS INC COM 370334104 23,116 431,600 SH   SOLE   431,600 0 0
GENERAL MTRS CO COM 37045V100 18,041 492,911 SH   SOLE   492,911 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 741 36,200 SH   SOLE   36,200 0 0
GILEAD SCIENCES INC COM 375558103 50,749 780,998 SH   SOLE   780,998 0 0
GLOBAL PMTS INC COM 37940X102 28,699 157,204 SH   SOLE   157,204 0 0
GLOBANT S A COM L44385109 4,980 46,963 SH   SOLE   46,963 0 0
GLOBE LIFE INC COM 37959E102 18,803 178,652 SH   SOLE   178,652 0 0
GODADDY INC CL A 380237107 1,822 26,831 SH   SOLE   26,831 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 20,831 90,599 SH   SOLE   90,599 0 0
GRAINGER W W INC COM 384802104 11,064 32,684 SH   SOLE   32,684 0 0
GRUPO AVAL ACCIONES Y VALORE SPONSORED ADS 40053W101 4,720 541,300 SH   SOLE   541,300 0 0
GRUPO FINANCIERO GALICIA S A SPONSORED ADR 399909100 737 45,380 SH   SOLE   45,380 0 0
GULFPORT ENERGY CORP COM NEW 402635304 1,499 493,151 SH   SOLE   493,151 0 0
HALLIBURTON CO COM 406216101 2,369 96,826 SH   SOLE   96,826 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 26,196 431,064 SH   SOLE   431,064 0 0
HCA HEALTHCARE INC COM 40412C101 7,044 47,656 SH   SOLE   47,656 0 0
HD SUPPLY HLDGS INC COM 40416M105 7,125 177,152 SH   SOLE   177,152 0 0
HEALTHPEAK PPTYS INC COM 42250P103 6,433 186,624 SH   SOLE   186,624 0 0
HEICO CORP NEW COM 422806109 7,750 67,889 SH   SOLE   67,889 0 0
HEICO CORP NEW CL A 422806208 1,779 19,869 SH   SOLE   19,869 0 0
HENRY JACK & ASSOC INC COM 426281101 5,330 36,592 SH   SOLE   36,592 0 0
HERSHEY CO COM 427866108 61,610 419,173 SH   SOLE   419,173 0 0
HESS CORP COM 42809H107 9,346 139,883 SH   SOLE   139,883 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 5,252 331,161 SH   SOLE   331,161 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 695 6,263 SH   SOLE   6,263 0 0
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107 335 15,137 SH   SOLE   15,137 0 0
HOLLYFRONTIER CORP COM 436106108 30,785 607,078 SH   SOLE   607,078 0 0
HOME DEPOT INC COM 437076102 83,361 381,726 SH   SOLE   381,726 0 0
HONEYWELL INTL INC COM 438516106 41,935 236,922 SH   SOLE   236,922 0 0
HORMEL FOODS CORP COM 440452100 5,688 126,102 SH   SOLE   126,102 0 0
HOST HOTELS & RESORTS INC COM 44107P104 20,640 1,112,695 SH   SOLE   1,112,695 0 0
HP INC COM 40434L105 19,755 961,299 SH   SOLE   961,299 0 0
HUMANA INC COM 444859102 29,992 81,829 SH   SOLE   81,829 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,083 71,817 SH   SOLE   71,817 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 60,754 242,164 SH   SOLE   242,164 0 0
HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 411 16,403 SH   SOLE   16,403 0 0
HUYA INC ADS REP SHS A 44852D108 973 54,186 SH   SOLE   54,186 0 0
IAA INC COM 449253103 71,720 1,524,011 SH   SOLE   1,524,011 0 0
IAC INTERACTIVECORP COM 44919P508 1,287 5,168 SH   SOLE   5,168 0 0
IDEX CORP COM 45167R104 6,243 36,295 SH   SOLE   36,295 0 0
IDEXX LABS INC COM 45168D104 1,244 4,765 SH   SOLE   4,765 0 0
IHS MARKIT LTD SHS G47567105 20,558 272,833 SH   SOLE   272,833 0 0
INCYTE CORP COM 45337C102 22,604 258,865 SH   SOLE   258,865 0 0
INGERSOLL-RAND PLC SHS G47791101 24,291 182,748 SH   SOLE   182,748 0 0
INGREDION INC COM 457187102 3,531 37,992 SH   SOLE   37,992 0 0
INTEL CORP COM 458140100 85,234 1,424,127 SH   SOLE   1,424,127 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 117,461 1,269,164 SH   SOLE   1,269,164 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 5,988 44,670 SH   SOLE   44,670 0 0
INTERPUBLIC GROUP COS INC COM 460690100 1,306 56,535 SH   SOLE   56,535 0 0
INTUIT COM 461202103 38,944 148,682 SH   SOLE   148,682 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 7,805 13,203 SH   SOLE   13,203 0 0
INVITATION HOMES INC COM 46187W107 19,797 660,548 SH   SOLE   660,548 0 0
IONIS PHARMACEUTICALS INC COM 462222100 4,613 76,358 SH   SOLE   76,358 0 0
IPG PHOTONICS CORP COM 44980X109 2,312 15,957 SH   SOLE   15,957 0 0
IQIYI INC SPONSORED ADS 46267X108 5,288 250,477 SH   SOLE   250,477 0 0
ISHARES INC MIN VOL EMRG MKT 464286533 101,960 1,738,144 SH   SOLE   1,738,144 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 13,593 814,917 SH   SOLE   814,917 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 12,661 76,420 SH   SOLE   76,420 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423 1,480 47,878 SH   SOLE   47,878 0 0
JACOBS ENGR GROUP INC COM 469814107 2,801 31,177 SH   SOLE   31,177 0 0
JAGGED PEAK ENERGY INC COM 47009K107 940 110,764 SH   SOLE   110,764 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 36,037 241,406 SH   SOLE   241,406 0 0
JD COM INC SPON ADR CL A 47215P106 10,497 297,945 SH   SOLE   297,945 0 0
JEFFERIES FINL GROUP INC COM 47233W109 1,485 69,482 SH   SOLE   69,482 0 0
JOHNSON & JOHNSON COM 478160104 174,476 1,196,109 SH   SOLE   1,196,109 0 0
JOHNSON CTLS INTL PLC SHS G51502105 16,022 393,557 SH   SOLE   393,557 0 0
JONES LANG LASALLE INC COM 48020Q107 10,832 62,223 SH   SOLE   62,223 0 0
JPMORGAN CHASE & CO COM 46625H100 84,596 606,858 SH   SOLE   606,858 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 9,691 63,274 SH   SOLE   63,274 0 0
KEYCORP NEW COM 493267108 12,004 593,070 SH   SOLE   593,070 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 5,654 55,089 SH   SOLE   55,089 0 0
KIMBERLY CLARK CORP COM 494368103 12,930 94,005 SH   SOLE   94,005 0 0
KIMCO RLTY CORP COM 49446R109 22,373 1,080,285 SH   SOLE   1,080,285 0 0
KINDER MORGAN INC DEL COM 49456B101 18,070 853,552 SH   SOLE   853,552 0 0
KLA CORPORATION COM NEW 482480100 13,610 76,385 SH   SOLE   76,385 0 0
KOHLS CORP COM 500255104 2,064 40,511 SH   SOLE   40,511 0 0
KOSMOS ENERGY LTD COM 500688106 1,669 292,872 SH   SOLE   292,872 0 0
KROGER CO COM 501044101 18,090 623,995 SH   SOLE   623,995 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 18,946 95,749 SH   SOLE   95,749 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 86,014 508,447 SH   SOLE   508,447 0 0
LAM RESEARCH CORP COM 512807108 29,458 100,745 SH   SOLE   100,745 0 0
LAMB WESTON HLDGS INC COM 513272104 47,391 550,863 SH   SOLE   550,863 0 0
LAREDO PETROLEUM INC COM 516806106 1,203 419,158 SH   SOLE   419,158 0 0
LAUDER ESTEE COS INC CL A 518439104 33,227 160,874 SH   SOLE   160,874 0 0
LEAR CORP COM NEW 521865204 12,479 90,958 SH   SOLE   90,958 0 0
LEIDOS HLDGS INC COM 525327102 25,151 256,932 SH   SOLE   256,932 0 0
LENNAR CORP CL A 526057104 17,762 318,379 SH   SOLE   318,379 0 0
LENNOX INTL INC COM 526107107 4,836 19,821 SH   SOLE   19,821 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 14,806 117,739 SH   SOLE   117,739 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 5,269 241,774 SH   SOLE   241,774 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 4,587 94,893 SH   SOLE   94,893 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 20,906 434,279 SH   SOLE   434,279 0 0
LILLY ELI & CO COM 532457108 5,050 38,423 SH   SOLE   38,423 0 0
LINDE PLC SHS G5494J103 5,427 25,489 SH   SOLE   25,489 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 5,248 73,430 SH   SOLE   73,430 0 0
LKQ CORP COM 501889208 9,440 264,422 SH   SOLE   264,422 0 0
LOCKHEED MARTIN CORP COM 539830109 3,597 9,237 SH   SOLE   9,237 0 0
LOWES COS INC COM 548661107 3,305 27,595 SH   SOLE   27,595 0 0
LULULEMON ATHLETICA INC COM 550021109 22,013 95,017 SH   SOLE   95,017 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 16,611 175,812 SH   SOLE   175,812 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 3,126 72,964 SH   SOLE   72,964 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 4,746 75,487 SH   SOLE   75,487 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 1,295 102,979 SH   SOLE   102,979 0 0
MANPOWERGROUP INC COM 56418H100 25,516 262,781 SH   SOLE   262,781 0 0
MARATHON OIL CORP COM 565849106 23,529 1,732,630 SH   SOLE   1,732,630 0 0
MARATHON PETE CORP COM 56585A102 12,418 206,105 SH   SOLE   206,105 0 0
MARKEL CORP COM 570535104 1,556 1,361 SH   SOLE   1,361 0 0
MARKETAXESS HLDGS INC COM 57060D108 6,846 18,059 SH   SOLE   18,059 0 0
MARTIN MARIETTA MATLS INC COM 573284106 6,005 21,473 SH   SOLE   21,473 0 0
MASCO CORP COM 574599106 5,029 104,791 SH   SOLE   104,791 0 0
MASTERCARD INC CL A 57636Q104 82,768 277,196 SH   SOLE   277,196 0 0
MATADOR RES CO COM 576485205 3,856 214,586 SH   SOLE   214,586 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 18,198 295,848 SH   SOLE   295,848 0 0
MCCORMICK & CO INC COM NON VTG 579780206 2,653 15,632 SH   SOLE   15,632 0 0
MCDONALDS CORP COM 580135101 10,353 52,393 SH   SOLE   52,393 0 0
MCKESSON CORP COM 58155Q103 13,652 98,697 SH   SOLE   98,697 0 0
MEDTRONIC PLC SHS G5960L103 83,686 737,646 SH   SOLE   737,646 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 497 20,549 SH   SOLE   20,549 0 0
MERCK & CO INC COM 58933Y105 90,011 989,676 SH   SOLE   989,676 0 0
METLIFE INC COM 59156R108 20,944 410,903 SH   SOLE   410,903 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 8,194 10,329 SH   SOLE   10,329 0 0
MICHAELS COS INC COM 59408Q106 25,166 3,110,698 SH   SOLE   3,110,698 0 0
MICRON TECHNOLOGY INC COM 595112103 25,086 466,461 SH   SOLE   466,461 0 0
MICROSOFT CORP COM 594918104 330,128 2,093,390 SH   SOLE   2,093,390 0 0
MID AMER APT CMNTYS INC COM 59522J103 25,467 193,135 SH   SOLE   193,135 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 14,299 1,408,749 SH   SOLE   1,408,749 0 0
MONDELEZ INTL INC CL A 609207105 55,774 1,012,598 SH   SOLE   1,012,598 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 32,611 513,151 SH   SOLE   513,151 0 0
MOODYS CORP COM 615369105 6,076 25,594 SH   SOLE   25,594 0 0
MORGAN STANLEY COM NEW 617446448 26,166 511,850 SH   SOLE   511,850 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 14,884 92,368 SH   SOLE   92,368 0 0
MPLX LP COM UNIT REP LTD 55336V100 3,280 128,814 SH   SOLE   128,814 0 0
MSCI INC COM 55354G100 29,998 116,191 SH   SOLE   116,191 0 0
MURPHY OIL CORP COM 626717102 4,734 176,639 SH   SOLE   176,639 0 0
NASDAQ INC COM 631103108 2,927 27,325 SH   SOLE   27,325 0 0
NATIONAL OILWELL VARCO INC COM 637071101 16,202 646,797 SH   SOLE   646,797 0 0
NETAPP INC COM 64110D104 583 9,370 SH   SOLE   9,370 0 0
NETEASE INC SPONSORED ADS 64110W102 30,893 100,747 SH   SOLE   100,747 0 0
NETFLIX INC COM 64110L106 17,891 55,292 SH   SOLE   55,292 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 3,573 33,239 SH   SOLE   33,239 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 43,729 360,651 SH   SOLE   360,651 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 18,697 430,312 SH   SOLE   430,312 0 0
NEWS CORP NEW CL A 65249B109 701 49,573 SH   SOLE   49,573 0 0
NEXTDECADE CORP COM 65342K105 2,919 475,417 SH   SOLE   475,417 0 0
NEXTERA ENERGY INC COM 65339F101 5,579 23,037 SH   SOLE   23,037 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 438 38,642 SH   SOLE   38,642 0 0
NIKE INC CL B 654106103 27,753 273,946 SH   SOLE   273,946 0 0
NOBLE ENERGY INC COM 655044105 3,636 146,369 SH   SOLE   146,369 0 0
NORDSTROM INC COM 655664100 1,131 27,635 SH   SOLE   27,635 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 1,018 435,016 SH   SOLE   435,016 0 0
NORTHERN TR CORP COM 665859104 4,400 41,420 SH   SOLE   41,420 0 0
NORTHROP GRUMMAN CORP COM 666807102 10,726 31,184 SH   SOLE   31,184 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 35,670 610,683 SH   SOLE   610,683 0 0
NOVAGOLD RES INC COM NEW 66987E206 12,963 1,446,816 SH   SOLE   1,446,816 0 0
NRG ENERGY INC COM NEW 629377508 18,127 456,035 SH   SOLE   456,035 0 0
NUCOR CORP COM 670346105 23,412 415,991 SH   SOLE   415,991 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 842 32,554 SH   SOLE   32,554 0 0
NVIDIA CORP COM 67066G104 50,265 213,621 SH   SOLE   213,621 0 0
NVR INC COM 62944T105 47,681 12,520 SH   SOLE   12,520 0 0
NXP SEMICONDUCTORS N V COM N6596X109 332 2,608 SH   SOLE   2,608 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 10,484 23,923 SH   SOLE   23,923 0 0
OASIS MIDSTREAM PARTNERS LP COM UNITS REPS 67420T206 3,542 213,491 SH   SOLE   213,491 0 0
OASIS PETE INC NEW COM 674215108 3,182 976,194 SH   SOLE   976,194 0 0
OCCIDENTAL PETE CORP COM 674599105 3,431 83,263 SH   SOLE   83,263 0 0
OGE ENERGY CORP COM 670837103 29,503 663,437 SH   SOLE   663,437 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 9,616 50,671 SH   SOLE   50,671 0 0
OMNICOM GROUP INC COM 681919106 25,600 315,974 SH   SOLE   315,974 0 0
ON SEMICONDUCTOR CORP COM 682189105 296 12,130 SH   SOLE   12,130 0 0
ONECONNECT FINL TECHNOLOGY C SPONSORED ADS 68248T105 100 10,000 SH   SOLE   10,000 0 0
ONEOK INC NEW COM 682680103 7,860 103,867 SH   SOLE   103,867 0 0
ORACLE CORP COM 68389X105 73,641 1,389,975 SH   SOLE   1,389,975 0 0
OSHKOSH CORP COM 688239201 40,247 425,220 SH   SOLE   425,220 0 0
OWENS CORNING NEW COM 690742101 12,961 199,031 SH   SOLE   199,031 0 0
PACCAR INC COM 693718108 7,248 91,632 SH   SOLE   91,632 0 0
PALO ALTO NETWORKS INC COM 697435105 14,724 63,670 SH   SOLE   63,670 0 0
PAR PACIFIC HOLDINGS INC COM NEW 69888T207 447 19,245 SH   SOLE   19,245 0 0
PARKER HANNIFIN CORP COM 701094104 8,055 39,135 SH   SOLE   39,135 0 0
PARSLEY ENERGY INC CL A 701877102 3,724 196,951 SH   SOLE   196,951 0 0
PAYCHEX INC COM 704326107 11,676 137,266 SH   SOLE   137,266 0 0
PAYCOM SOFTWARE INC COM 70432V102 25,791 97,412 SH   SOLE   97,412 0 0
PAYPAL HLDGS INC COM 70450Y103 40,905 378,152 SH   SOLE   378,152 0 0
PBF ENERGY INC CL A 69318G106 4,457 142,065 SH   SOLE   142,065 0 0
PDC ENERGY INC COM 69327R101 2,631 100,551 SH   SOLE   100,551 0 0
PENN VA CORP NEW COM 70788V102 491 16,182 SH   SOLE   16,182 0 0
PENTAIR PLC SHS G7S00T104 5,173 112,785 SH   SOLE   112,785 0 0
PEOPLES UTD FINL INC COM 712704105 4,759 281,573 SH   SOLE   281,573 0 0
PEPSICO INC COM 713448108 93,262 682,385 SH   SOLE   682,385 0 0
PFIZER INC COM 717081103 70,430 1,797,589 SH   SOLE   1,797,589 0 0
PHILIP MORRIS INTL INC COM 718172109 37,565 441,474 SH   SOLE   441,474 0 0
PHILLIPS 66 COM 718546104 68,866 618,133 SH   SOLE   618,133 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 1,145 18,569 SH   SOLE   18,569 0 0
PINDUODUO INC SPONSORED ADS 722304102 9,246 244,484 SH   SOLE   244,484 0 0
PINNACLE WEST CAP CORP COM 723484101 1,260 14,007 SH   SOLE   14,007 0 0
PINTEREST INC CL A 72352L106 206 11,059 SH   SOLE   11,059 0 0
PIONEER NAT RES CO COM 723787107 5,448 35,991 SH   SOLE   35,991 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 7,852 414,374 SH   SOLE   414,374 0 0
PNC FINL SVCS GROUP INC COM 693475105 402 2,516 SH   SOLE   2,516 0 0
PPG INDS INC COM 693506107 17,854 133,748 SH   SOLE   133,748 0 0
PPL CORP COM 69351T106 26,025 725,332 SH   SOLE   725,332 0 0
PREMIER INC CL A 74051N102 38,111 1,006,098 SH   SOLE   1,006,098 0 0
PRICE T ROWE GROUP INC COM 74144T108 19,089 156,670 SH   SOLE   156,670 0 0
PROCTER & GAMBLE CO COM 742718109 79,411 635,795 SH   SOLE   635,795 0 0
PROGRESSIVE CORP OHIO COM 743315103 18,331 253,229 SH   SOLE   253,229 0 0
PROOFPOINT INC COM 743424103 40,136 349,677 SH   SOLE   349,677 0 0
PRUDENTIAL FINL INC COM 744320102 17,659 188,378 SH   SOLE   188,378 0 0
PUBLIC STORAGE COM 74460D109 47,323 222,214 SH   SOLE   222,214 0 0
PULTE GROUP INC COM 745867101 20,912 538,970 SH   SOLE   538,970 0 0
PVH CORP COM 693656100 5,910 56,201 SH   SOLE   56,201 0 0
QEP RES INC COM 74733V100 2,487 552,714 SH   SOLE   552,714 0 0
QORVO INC COM 74736K101 871 7,493 SH   SOLE   7,493 0 0
QUALCOMM INC COM 747525103 18,597 210,775 SH   SOLE   210,775 0 0
QUDIAN INC ADR 747798106 846 179,524 SH   SOLE   179,524 0 0
QUEST DIAGNOSTICS INC COM 74834L100 4,012 37,573 SH   SOLE   37,573 0 0
RALPH LAUREN CORP CL A 751212101 1,241 10,590 SH   SOLE   10,590 0 0
RANGE RES CORP COM 75281A109 3,804 784,272 SH   SOLE   784,272 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 10,621 118,720 SH   SOLE   118,720 0 0
REGENCY CTRS CORP COM 758849103 4,095 64,911 SH   SOLE   64,911 0 0
REGIONS FINL CORP NEW COM 7591EP100 29,813 1,737,372 SH   SOLE   1,737,372 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 10,379 52,951 SH   SOLE   52,951 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 1,239 45,977 SH   SOLE   45,977 0 0
REPUBLIC SVCS INC COM 760759100 44,171 492,817 SH   SOLE   492,817 0 0
RESMED INC COM 761152107 3,463 22,347 SH   SOLE   22,347 0 0
REX AMERICAN RESOURCES CORP COM 761624105 300 3,656 SH   SOLE   3,656 0 0
RINGCENTRAL INC CL A 76680R206 1,014 6,011 SH   SOLE   6,011 0 0
ROBERT HALF INTL INC COM 770323103 30,066 476,103 SH   SOLE   476,103 0 0
ROLLINS INC COM 775711104 8,974 270,640 SH   SOLE   270,640 0 0
ROPER TECHNOLOGIES INC COM 776696106 2,080 5,871 SH   SOLE   5,871 0 0
ROSS STORES INC COM 778296103 64,590 554,798 SH   SOLE   554,798 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,674 12,535 SH   SOLE   12,535 0 0
S&P GLOBAL INC COM 78409V104 41,845 153,250 SH   SOLE   153,250 0 0
SALESFORCE COM INC COM 79466L302 17,317 106,476 SH   SOLE   106,476 0 0
SAREPTA THERAPEUTICS INC COM 803607100 1,130 8,757 SH   SOLE   8,757 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 7,555 31,350 SH   SOLE   31,350 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 14,925 250,839 SH   SOLE   250,839 0 0
SEALED AIR CORP NEW COM 81211K100 3,952 99,230 SH   SOLE   99,230 0 0
SEI INVESTMENTS CO COM 784117103 6,227 95,104 SH   SOLE   95,104 0 0
SEMPRA ENERGY COM 816851109 593 3,913 SH   SOLE   3,913 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 60,280 1,559,226 SH   SOLE   1,559,226 0 0
SERVICENOW INC COM 81762P102 24,607 87,159 SH   SOLE   87,159 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 829 41,034 SH   SOLE   41,034 0 0
SHERWIN WILLIAMS CO COM 824348106 24,259 41,572 SH   SOLE   41,572 0 0
SIRIUS XM HLDGS INC COM 82968B103 5,829 815,200 SH   SOLE   815,200 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 19,326 159,874 SH   SOLE   159,874 0 0
SL GREEN RLTY CORP COM 78440X101 5,776 62,860 SH   SOLE   62,860 0 0
SM ENERGY CO COM 78454L100 3,041 270,580 SH   SOLE   270,580 0 0
SMUCKER J M CO COM NEW 832696405 3,131 30,066 SH   SOLE   30,066 0 0
SNAP ON INC COM 833034101 9,471 55,908 SH   SOLE   55,908 0 0
SOUTHERN CO COM 842587107 25,901 406,602 SH   SOLE   406,602 0 0
SOUTHERN COPPER CORP COM 84265V105 6,348 149,425 SH   SOLE   149,425 0 0
SOUTHWEST AIRLS CO COM 844741108 22,024 408,008 SH   SOLE   408,008 0 0
SOUTHWESTERN ENERGY CO COM 845467109 3,805 1,572,111 SH   SOLE   1,572,111 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 35,695 249,793 SH   SOLE   249,793 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 93,150 289,413 SH   SOLE   289,413 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 70,560 1,097,534 SH   SOLE   1,097,534 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 8,519 116,894 SH   SOLE   116,894 0 0
SQUARE INC CL A 852234103 15,066 240,823 SH   SOLE   240,823 0 0
SRC ENERGY INC COM 78470V108 1,429 346,814 SH   SOLE   346,814 0 0
STARBUCKS CORP COM 855244109 78,486 892,703 SH   SOLE   892,703 0 0
STEEL DYNAMICS INC COM 858119100 20,831 611,956 SH   SOLE   611,956 0 0
STERICYCLE INC COM 858912108 56,222 881,085 SH   SOLE   881,085 0 0
STERIS PLC SHS USD G8473T100 24,567 161,177 SH   SOLE   161,177 0 0
STRYKER CORP COM 863667101 31,826 151,595 SH   SOLE   151,595 0 0
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 45 13,741 SH   SOLE   13,741 0 0
SUN CMNTYS INC COM 866674104 5,095 33,944 SH   SOLE   33,944 0 0
SYNCHRONY FINL COM 87165B103 17,409 483,455 SH   SOLE   483,455 0 0
SYNOPSYS INC COM 871607107 20,588 147,905 SH   SOLE   147,905 0 0
SYSCO CORP COM 871829107 70,615 825,522 SH   SOLE   825,522 0 0
T MOBILE US INC COM 872590104 20,495 261,352 SH   SOLE   261,352 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,691 46,484 SH   SOLE   46,484 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 22,347 463,630 SH   SOLE   463,630 0 0
TALLGRASS ENERGY LP CLASS A SHS 874696107 2,433 110,008 SH   SOLE   110,008 0 0
TALOS ENERGY INC COM 87484T108 604 20,038 SH   SOLE   20,038 0 0
TAPESTRY INC COM 876030107 2,787 103,323 SH   SOLE   103,323 0 0
TARGA RES CORP COM 87612G101 8,074 197,758 SH   SOLE   197,758 0 0
TARGET CORP COM 87612E106 57,933 451,859 SH   SOLE   451,859 0 0
TE CONNECTIVITY LTD REG SHS H84989104 21,697 226,391 SH   SOLE   226,391 0 0
TECHNIPFMC PLC COM G87110105 3,419 159,448 SH   SOLE   159,448 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 616 54,305 SH   SOLE   54,305 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 18,195 52,505 SH   SOLE   52,505 0 0
TELLURIAN INC NEW COM 87968A104 1,594 218,972 SH   SOLE   218,972 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 18,074 1,539,561 SH   SOLE   1,539,561 0 0
TERADYNE INC COM 880770102 20,047 293,983 SH   SOLE   293,983 0 0
TESLA INC COM 88160R101 8,711 20,823 SH   SOLE   20,823 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 101 10,310 SH   SOLE   10,310 0 0
TEXAS INSTRS INC COM 882508104 20,156 157,116 SH   SOLE   157,116 0 0
TEXTRON INC COM 883203101 8,182 183,443 SH   SOLE   183,443 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 17,804 54,803 SH   SOLE   54,803 0 0
TJX COS INC NEW COM 872540109 56,955 932,773 SH   SOLE   932,773 0 0
TRANSDIGM GROUP INC COM 893641100 366 653 SH   SOLE   653 0 0
TRANSUNION COM 89400J107 5,694 66,507 SH   SOLE   66,507 0 0
TRIPADVISOR INC COM 896945201 5,302 174,523 SH   SOLE   174,523 0 0
TRUIST FINL CORP COM 89832Q109 8,063 143,165 SH   SOLE   143,165 0 0
TYLER TECHNOLOGIES INC COM 902252105 68,771 229,223 SH   SOLE   229,223 0 0
TYSON FOODS INC CL A 902494103 21,851 240,013 SH   SOLE   240,013 0 0
UBER TECHNOLOGIES INC COM 90353T100 45,752 1,538,396 SH   SOLE   1,538,396 0 0
UGI CORP NEW COM 902681105 5,385 119,250 SH   SOLE   119,250 0 0
UNION PACIFIC CORP COM 907818108 9,323 51,568 SH   SOLE   51,568 0 0
UNITED AIRLINES HLDGS INC COM 910047109 43,068 488,913 SH   SOLE   488,913 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,830 15,629 SH   SOLE   15,629 0 0
UNITED RENTALS INC COM 911363109 11,666 69,952 SH   SOLE   69,952 0 0
UNITED TECHNOLOGIES CORP COM 913017109 6,388 42,653 SH   SOLE   42,653 0 0
UNITEDHEALTH GROUP INC COM 91324P102 50,023 170,158 SH   SOLE   170,158 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 20,521 143,045 SH   SOLE   143,045 0 0
UNUM GROUP COM 91529Y106 1,243 42,644 SH   SOLE   42,644 0 0
US BANCORP DEL COM NEW 902973304 69,970 1,180,129 SH   SOLE   1,180,129 0 0
VAIL RESORTS INC COM 91879Q109 5,386 22,457 SH   SOLE   22,457 0 0
VALERO ENERGY CORP NEW COM 91913Y100 25,955 277,153 SH   SOLE   277,153 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 44,470 1,000,000 SH   SOLE   1,000,000 0 0
VARIAN MED SYS INC COM 92220P105 7,952 55,993 SH   SOLE   55,993 0 0
VEEVA SYS INC CL A COM 922475108 28,569 203,104 SH   SOLE   203,104 0 0
VEREIT INC COM 92339V100 20,381 2,205,703 SH   SOLE   2,205,703 0 0
VERISIGN INC COM 92343E102 32,774 170,098 SH   SOLE   170,098 0 0
VERISK ANALYTICS INC COM 92345Y106 22,323 149,478 SH   SOLE   149,478 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 115,557 1,882,036 SH   SOLE   1,882,036 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 11,251 51,384 SH   SOLE   51,384 0 0
VICI PPTYS INC COM 925652109 3,259 127,540 SH   SOLE   127,540 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 28,619 2,019,676 SH   SOLE   2,019,676 0 0
VISA INC COM CL A 92826C839 110,052 585,692 SH   SOLE   585,692 0 0
VISTRA ENERGY CORP COM 92840M102 27,460 1,194,447 SH   SOLE   1,194,447 0 0
VORNADO RLTY TR SH BEN INT 929042109 17,147 257,849 SH   SOLE   257,849 0 0
VOYA FINL INC COM 929089100 10,495 172,100 SH   SOLE   172,100 0 0
VULCAN MATLS CO COM 929160109 5,365 37,257 SH   SOLE   37,257 0 0
W & T OFFSHORE INC COM 92922P106 930 167,187 SH   SOLE   167,187 0 0
W P CAREY INC COM 92936U109 3,312 41,378 SH   SOLE   41,378 0 0
WABTEC CORP COM 929740108 3,819 49,086 SH   SOLE   49,086 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 26,337 446,697 SH   SOLE   446,697 0 0
WALMART INC COM 931142103 66,779 561,925 SH   SOLE   561,925 0 0
WASTE MGMT INC DEL COM 94106L109 24,709 216,821 SH   SOLE   216,821 0 0
WEC ENERGY GROUP INC COM 92939U106 26,825 290,848 SH   SOLE   290,848 0 0
WELLS FARGO CO NEW COM 949746101 34,441 640,173 SH   SOLE   640,173 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 11,802 78,505 SH   SOLE   78,505 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 1,319 66,986 SH   SOLE   66,986 0 0
WESTERN UN CO COM 959802109 45,763 1,708,851 SH   SOLE   1,708,851 0 0
WESTROCK CO COM 96145D105 4,750 110,691 SH   SOLE   110,691 0 0
WHIRLPOOL CORP COM 963320106 797 5,403 SH   SOLE   5,403 0 0
WHITING PETE CORP NEW COM NEW 966387409 3,534 481,448 SH   SOLE   481,448 0 0
WILLIAMS COS INC DEL COM 969457100 7,668 323,289 SH   SOLE   323,289 0 0
WORKDAY INC CL A 98138H101 12,503 76,032 SH   SOLE   76,032 0 0
WORLD FUEL SVCS CORP COM 981475106 1,501 34,565 SH   SOLE   34,565 0 0
WPX ENERGY INC COM 98212B103 4,558 331,709 SH   SOLE   331,709 0 0
XCEL ENERGY INC COM 98389B100 18,798 296,076 SH   SOLE   296,076 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 18,603 504,558 SH   SOLE   504,558 0 0
XP INC CL A G98239109 578 15,000 SH   SOLE   15,000 0 0
XPO LOGISTICS INC COM 983793100 3,377 42,370 SH   SOLE   42,370 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 832 71,864 SH   SOLE   71,864 0 0
YUM BRANDS INC COM 988498101 13,917 138,164 SH   SOLE   138,164 0 0
YUM CHINA HLDGS INC COM 98850P109 29,377 611,895 SH   SOLE   611,895 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 5,394 21,118 SH   SOLE   21,118 0 0
ZIONS BANCORPORATION N A COM 989701107 5,285 101,798 SH   SOLE   101,798 0 0
ZOETIS INC CL A 98978V103 4,859 36,714 SH   SOLE   36,714 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 5,701 244,147 SH   SOLE   244,147 0 0