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

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   2,332,699 11,227 SH   SOLE   0 0 11,227
AAON INC COM PAR $0.004 000360206   1,690,436 36,605 SH   SOLE   0 0 36,605
ABB LTD SPONSORED ADR 000375204   1,001,306 53,063 SH   SOLE   0 0 53,063
ABBOTT LABS COM 002824100   1,997,897 24,992 SH   SOLE   0 0 24,992
ABBVIE INC COM 00287Y109   2,170,967 26,938 SH   SOLE   0 0 26,938
ADOBE INC COM 00724F101   1,105,153 4,147 SH   SOLE   0 0 4,147
ADVANCED MICRO DEVICES INC COM 007903107   1,323,254 51,852 SH   SOLE   0 0 51,852
AGILENT TECHNOLOGIES INC COM 00846U101   950,041 11,819 SH   SOLE   0 0 11,819
AGREE REALTY CORP COM 008492100   511,142 7,372 SH   SOLE   0 0 7,372
AIR PRODS & CHEMS INC COM 009158106   2,614,567 13,692 SH   SOLE   0 0 13,692
AKAMAI TECHNOLOGIES INC COM 00971T101   667,553 9,309 SH   SOLE   0 0 9,309
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   464,387 3,257 SH   SOLE   0 0 3,257
ALEXION PHARMACEUTICALS INC COM 015351109   312,516 2,312 SH   SOLE   0 0 2,312
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   497,993 2,729 SH   SOLE   0 0 2,729
ALLEGION PUB LTD CO ORD SHS G0176J109   504,348 5,560 SH   SOLE   0 0 5,560
ALPHABET INC CAP STK CL A 02079K305   4,207,168 3,575 SH   SOLE   0 0 3,575
AMAZON COM INC COM 023135106   3,229,208 1,813 SH   SOLE   0 0 1,813
AMBARELLA INC SHS G037AX101   368,287 8,525 SH   SOLE   0 0 8,525
AMDOCS LTD SHS G02602103   281,572 5,204 SH   SOLE   0 0 5,204
AMERICAN TOWER CORP NEW COM 03027X100   1,467,521 7,447 SH   SOLE   0 0 7,447
AMGEN INC COM 031162100   746,106 3,927 SH   SOLE   0 0 3,927
AMN HEALTHCARE SERVICES INC COM 001744101   838,967 17,816 SH   SOLE   0 0 17,816
AMPHENOL CORP NEW CL A 032095101   1,942,553 20,569 SH   SOLE   0 0 20,569
ANALOG DEVICES INC COM 032654105   457,298 4,344 SH   SOLE   0 0 4,344
ANGIODYNAMICS INC COM 03475V101   511,560 22,378 SH   SOLE   0 0 22,378
ANSYS INC COM 03662Q105   1,479,195 8,096 SH   SOLE   0 0 8,096
APPLE INC COM 037833100   7,395,035 38,931 SH   SOLE   0 0 38,931
APPLIED MATLS INC COM 038222105   1,965,133 49,550 SH   SOLE   0 0 49,550
APTIV PLC SHS G6095L109   1,508,981 18,983 SH   SOLE   0 0 18,983
ARCHER DANIELS MIDLAND CO COM 039483102   1,292,302 29,963 SH   SOLE   0 0 29,963
ARISTA NETWORKS INC COM 040413106   985,832 3,135 SH   SOLE   0 0 3,135
ASML HOLDING N V N Y REGISTRY SHS N07059210   928,112 4,935 SH   SOLE   0 0 4,935
ASPEN TECHNOLOGY INC COM 045327103   1,695,888 16,266 SH   SOLE   0 0 16,266
ASTRAZENECA PLC SPONSORED ADR 046353108   962,739 23,812 SH   SOLE   0 0 23,812
ATLASSIAN CORP PLC CL A G06242104   427,194 3,801 SH   SOLE   0 0 3,801
AUTOHOME INC SP ADR RP CL A 05278C107   4,103,568 39,037 SH   SOLE   0 0 39,037
AUTOLIV INC COM 052800109   257,857 3,507 SH   SOLE   0 0 3,507
AUTOMATIC DATA PROCESSING IN COM 053015103   1,919,298 12,015 SH   SOLE   0 0 12,015
AUTOZONE INC COM 053332102   2,208,253 2,156 SH   SOLE   0 0 2,156
AVALARA INC COM 05338G106   968,870 17,366 SH   SOLE   0 0 17,366
AVALONBAY CMNTYS INC COM 053484101   1,283,422 6,394 SH   SOLE   0 0 6,394
AVERY DENNISON CORP COM 053611109   232,741 2,060 SH   SOLE   0 0 2,060
BAKER HUGHES A GE CO CL A 05722G100   428,146 15,445 SH   SOLE   0 0 15,445
BALCHEM CORP COM 057665200   621,251 6,695 SH   SOLE   0 0 6,695
BARNES GROUP INC COM 067806109   600,593 11,682 SH   SOLE   0 0 11,682
BARRICK GOLD CORPORATION COM 067901108   774,391 56,484 SH   SOLE   0 0 56,484
BECTON DICKINSON & CO COM 075887109   1,630,544 6,529 SH   SOLE   0 0 6,529
BEST BUY INC COM 086516101   1,113,061 15,664 SH   SOLE   0 0 15,664
BIO TECHNE CORP COM 09073M104   450,251 2,268 SH   SOLE   0 0 2,268
BIOGEN INC COM 09062X103   377,705 1,598 SH   SOLE   0 0 1,598
BIOMARIN PHARMACEUTICAL INC COM 09061G101   581,392 6,545 SH   SOLE   0 0 6,545
BLACKLINE INC COM 09239B109   1,614,293 34,851 SH   SOLE   0 0 34,851
BLUEBIRD BIO INC COM 09609G100   381,053 2,422 SH   SOLE   0 0 2,422
BOOKING HLDGS INC COM 09857L108   880,300 505 SH   SOLE   0 0 505
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,531,033 26,334 SH   SOLE   0 0 26,334
BORGWARNER INC COM 099724106   329,320 8,574 SH   SOLE   0 0 8,574
BRIGHT HORIZONS FAM SOL IN D COM 109194100   696,563 5,480 SH   SOLE   0 0 5,480
BRISTOL MYERS SQUIBB CO COM 110122108   936,014 19,619 SH   SOLE   0 0 19,619
BROADCOM INC COM 11135F101   1,049,277 3,489 SH   SOLE   0 0 3,489
BROOKS AUTOMATION INC COM 114340102   203,613 6,942 SH   SOLE   0 0 6,942
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   1,053,723 12,113 SH   SOLE   0 0 12,113
CADENCE DESIGN SYSTEM INC COM 127387108   2,370,464 37,324 SH   SOLE   0 0 37,324
CAMBREX CORP COM 132011107   327,756 8,436 SH   SOLE   0 0 8,436
CAMDEN PPTY TR SH BEN INT 133131102   722,544 7,119 SH   SOLE   0 0 7,119
CARPENTER TECHNOLOGY CORP COM 144285103   347,698 7,583 SH   SOLE   0 0 7,583
CARTERS INC COM 146229109   1,583,326 15,709 SH   SOLE   0 0 15,709
CAVCO INDS INC DEL COM 149568107   234,765 1,997 SH   SOLE   0 0 1,997
CHEMED CORP NEW COM 16359R103   642,701 2,008 SH   SOLE   0 0 2,008
CHEVRON CORP NEW COM 166764100   3,679,330 29,870 SH   SOLE   0 0 29,870
CHOICE HOTELS INTL INC COM 169905106   540,526 6,953 SH   SOLE   0 0 6,953
CHURCH & DWIGHT INC COM 171340102   1,549,527 21,754 SH   SOLE   0 0 21,754
CINTAS CORP COM 172908105   2,922,318 14,459 SH   SOLE   0 0 14,459
CISCO SYS INC COM 17275R102   1,210,090 22,413 SH   SOLE   0 0 22,413
CITRIX SYS INC COM 177376100   1,295,281 12,997 SH   SOLE   0 0 12,997
CLOROX CO DEL COM 189054109   2,426,221 15,120 SH   SOLE   0 0 15,120
COCA COLA CO COM 191216100   1,477,369 31,527 SH   SOLE   0 0 31,527
COCA COLA EUROPEAN PARTNERS SHS G25839104   961,936 18,592 SH   SOLE   0 0 18,592
COGNEX CORP COM 192422103   367,820 7,232 SH   SOLE   0 0 7,232
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   1,101,854 15,208 SH   SOLE   0 0 15,208
COHERENT INC COM 192479103   268,820 1,897 SH   SOLE   0 0 1,897
COLGATE PALMOLIVE CO COM 194162103   1,377,858 20,103 SH   SOLE   0 0 20,103
COPART INC COM 217204106   2,703,045 44,612 SH   SOLE   0 0 44,612
CORESITE RLTY CORP COM 21870Q105   1,021,268 9,543 SH   SOLE   0 0 9,543
CORNING INC COM 219350105   1,717,721 51,895 SH   SOLE   0 0 51,895
COSTAR GROUP INC COM 22160N109   270,254 579 SH   SOLE   0 0 579
COVETRUS INC COM 22304C100   206,770 6,492 SH   SOLE   0 0 6,492
CROWN CASTLE INTL CORP NEW COM 22822V101   1,263,748 9,873 SH   SOLE   0 0 9,873
CTS CORP COM 126501105   288,976 9,839 SH   SOLE   0 0 9,839
CUMMINS INC COM 231021106   2,150,550 13,622 SH   SOLE   0 0 13,622
CYPRESS SEMICONDUCTOR CORP COM 232806109   356,484 23,893 SH   SOLE   0 0 23,893
DELTA AIR LINES INC DEL COM NEW 247361702   637,425 12,341 SH   SOLE   0 0 12,341
DEXCOM INC COM 252131107   985,195 8,272 SH   SOLE   0 0 8,272
DIGITAL RLTY TR INC COM 253868103   919,270 7,725 SH   SOLE   0 0 7,725
DOLLAR GEN CORP NEW COM 256677105   2,402,706 20,140 SH   SOLE   0 0 20,140
DONALDSON INC COM 257651109   1,784,097 35,639 SH   SOLE   0 0 35,639
DORMAN PRODUCTS INC COM 258278100   703,464 7,986 SH   SOLE   0 0 7,986
DOVER CORP COM 260003108   1,938,998 20,672 SH   SOLE   0 0 20,672
DOWDUPONT INC COM 26078J100   1,713,473 32,142 SH   SOLE   0 0 32,142
DUKE REALTY CORP COM NEW 264411505   825,200 26,985 SH   SOLE   0 0 26,985
EATON CORP PLC SHS G29183103   479,820 5,956 SH   SOLE   0 0 5,956
ECOLAB INC COM 278865100   2,130,804 12,070 SH   SOLE   0 0 12,070
EMERSON ELEC CO COM 291011104   2,578,899 37,665 SH   SOLE   0 0 37,665
ENCOMPASS HEALTH CORP COM 29261A100   677,966 11,609 SH   SOLE   0 0 11,609
EOG RES INC COM 26875P101   307,504 3,231 SH   SOLE   0 0 3,231
EPAM SYS INC COM 29414B104   952,540 5,632 SH   SOLE   0 0 5,632
EQUINIX INC COM 29444U700   1,432,714 3,162 SH   SOLE   0 0 3,162
EQUITY LIFESTYLE PPTYS INC COM 29472R108   1,633,625 14,292 SH   SOLE   0 0 14,292
EQUITY RESIDENTIAL SH BEN INT 29476L107   1,136,263 15,086 SH   SOLE   0 0 15,086
ESSEX PPTY TR INC COM 297178105   754,140 2,607 SH   SOLE   0 0 2,607
EXELIXIS INC COM 30161Q104   733,492 30,819 SH   SOLE   0 0 30,819
EXPEDIA GROUP INC COM NEW 30212P303   756,364 6,356 SH   SOLE   0 0 6,356
EXPEDITORS INTL WASH INC COM 302130109   471,357 6,210 SH   SOLE   0 0 6,210
EXTRA SPACE STORAGE INC COM 30225T102   828,740 8,132 SH   SOLE   0 0 8,132
EXXON MOBIL CORP COM 30231G102   1,435,927 17,771 SH   SOLE   0 0 17,771
F M C CORP COM NEW 302491303   546,029 7,108 SH   SOLE   0 0 7,108
F5 NETWORKS INC COM 315616102   1,283,759 8,180 SH   SOLE   0 0 8,180
FACEBOOK INC CL A 30303M102   6,154,097 36,919 SH   SOLE   0 0 36,919
FACTSET RESH SYS INC COM 303075105   1,714,953 6,908 SH   SOLE   0 0 6,908
FASTENAL CO COM 311900104   1,222,460 19,009 SH   SOLE   0 0 19,009
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206   1,046,526 7,592 SH   SOLE   0 0 7,592
FORWARD AIR CORP COM 349853101   862,196 13,320 SH   SOLE   0 0 13,320
FOX FACTORY HLDG CORP COM 35138V102   2,814,224 40,266 SH   SOLE   0 0 40,266
FRANKLIN ELEC INC COM 353514102   656,734 12,854 SH   SOLE   0 0 12,854
GAP INC COM 364760108   873,805 33,377 SH   SOLE   0 0 33,377
GARMIN LTD SHS H2906T109   402,079 4,656 SH   SOLE   0 0 4,656
GARTNER INC COM 366651107   572,344 3,773 SH   SOLE   0 0 3,773
GENUINE PARTS CO COM 372460105   2,753,451 24,578 SH   SOLE   0 0 24,578
GILDAN ACTIVEWEAR INC COM 375916103   1,044,594 29,041 SH   SOLE   0 0 29,041
GODADDY INC CL A 380237107   1,218,003 16,199 SH   SOLE   0 0 16,199
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101   938,181 10,545 SH   SOLE   0 0 10,545
GRAINGER W W INC COM 384802104   2,342,909 7,786 SH   SOLE   0 0 7,786
HD SUPPLY HLDGS INC COM 40416M105   508,756 11,736 SH   SOLE   0 0 11,736
HEALTHCARE SVCS GRP INC COM 421906108   227,221 6,888 SH   SOLE   0 0 6,888
HEICO CORP NEW CL A 422806208   1,561,371 18,574 SH   SOLE   0 0 18,574
HELMERICH & PAYNE INC COM 423452101   662,577 11,925 SH   SOLE   0 0 11,925
HENRY SCHEIN INC COM 806407102   975,585 16,230 SH   SOLE   0 0 16,230
HERBALIFE NUTRITION LTD COM SHS G4412G101   239,780 4,525 SH   SOLE   0 0 4,525
HERSHEY CO COM 427866108   394,900 3,439 SH   SOLE   0 0 3,439
HEXCEL CORP NEW COM 428291108   968,171 13,999 SH   SOLE   0 0 13,999
HILL ROM HLDGS INC COM 431475102   1,113,012 10,514 SH   SOLE   0 0 10,514
HOLOGIC INC COM 436440101   687,851 14,212 SH   SOLE   0 0 14,212
HOME DEPOT INC COM 437076102   256,118 1,335 SH   SOLE   0 0 1,335
HUNT J B TRANS SVCS INC COM 445658107   1,247,792 12,319 SH   SOLE   0 0 12,319
IDACORP INC COM 451107106   830,451 8,343 SH   SOLE   0 0 8,343
IHS MARKIT LTD SHS G47567105   723,470 13,304 SH   SOLE   0 0 13,304
ILLINOIS TOOL WKS INC COM 452308109   2,495,746 17,388 SH   SOLE   0 0 17,388
ILLUMINA INC COM 452327109   323,255 1,040 SH   SOLE   0 0 1,040
INCYTE CORP COM 45337C102   616,004 7,162 SH   SOLE   0 0 7,162
INGERSOLL-RAND PLC SHS G47791101   2,696,237 24,977 SH   SOLE   0 0 24,977
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   683,673 12,270 SH   SOLE   0 0 12,270
INTEL CORP COM 458140100   1,228,439 22,876 SH   SOLE   0 0 22,876
INTUIT COM 461202103   1,219,260 4,664 SH   SOLE   0 0 4,664
INTUITIVE SURGICAL INC COM NEW 46120E602   220,384 386 SH   SOLE   0 0 386
IPG PHOTONICS CORP COM 44980X109   701,527 4,622 SH   SOLE   0 0 4,622
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   698,883 4,889 SH   SOLE   0 0 4,889
JOHNSON & JOHNSON COM 478160104   3,583,586 25,636 SH   SOLE   0 0 25,636
KFORCE INC COM 493732101   569,898 16,227 SH   SOLE   0 0 16,227
KILROY RLTY CORP COM 49427F108   284,315 3,743 SH   SOLE   0 0 3,743
KIMBERLY CLARK CORP COM 494368103   2,266,780 18,295 SH   SOLE   0 0 18,295
KLA-TENCOR CORP COM 482480100   3,973,115 33,273 SH   SOLE   0 0 33,273
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303   862,416 21,107 SH   SOLE   0 0 21,107
LA Z BOY INC COM 505336107   376,867 11,424 SH   SOLE   0 0 11,424
LAM RESEARCH CORP COM 512807108   2,726,937 15,233 SH   SOLE   0 0 15,233
LAUDER ESTEE COS INC CL A 518439104   1,837,319 11,098 SH   SOLE   0 0 11,098
LEAR CORP COM NEW 521865204   1,311,030 9,661 SH   SOLE   0 0 9,661
LEGGETT & PLATT INC COM 524660107   1,177,627 27,893 SH   SOLE   0 0 27,893
LHC GROUP INC COM 50187A107   929,831 8,387 SH   SOLE   0 0 8,387
LIFE STORAGE INC COM 53223X107   1,656,815 17,033 SH   SOLE   0 0 17,033
LILLY ELI & CO COM 532457108   1,815,907 13,994 SH   SOLE   0 0 13,994
LINCOLN ELEC HLDGS INC COM 533900106   965,008 11,506 SH   SOLE   0 0 11,506
LINDE PLC COM G5494J103   1,657,800 9,423 SH   SOLE   0 0 9,423
LITTELFUSE INC COM 537008104   496,587 2,721 SH   SOLE   0 0 2,721
LOWES COS INC COM 548661107   2,865,297 26,174 SH   SOLE   0 0 26,174
LTC PPTYS INC COM 502175102   601,576 13,135 SH   SOLE   0 0 13,135
LULULEMON ATHLETICA INC COM 550021109   228,599 1,395 SH   SOLE   0 0 1,395
MAGNA INTL INC COM 559222401   1,527,898 31,380 SH   SOLE   0 0 31,380
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105   416,663 20,948 SH   SOLE   0 0 20,948
MASCO CORP COM 574599106   1,003,783 25,535 SH   SOLE   0 0 25,535
MASIMO CORP COM 574795100   618,480 4,473 SH   SOLE   0 0 4,473
MAXIM INTEGRATED PRODS INC COM 57772K101   841,237 15,822 SH   SOLE   0 0 15,822
MCCORMICK & CO INC COM NON VTG 579780206   2,057,820 13,661 SH   SOLE   0 0 13,661
MEDTRONIC PLC SHS G5960L103   3,364,770 36,943 SH   SOLE   0 0 36,943
MERCK & CO INC COM 58933Y105   1,379,384 16,585 SH   SOLE   0 0 16,585
METHODE ELECTRS INC COM 591520200   345,946 12,020 SH   SOLE   0 0 12,020
METTLER TOLEDO INTERNATIONAL COM 592688105   1,531,748 2,119 SH   SOLE   0 0 2,119
MICROSOFT CORP COM 594918104   6,470,263 54,861 SH   SOLE   0 0 54,861
MID AMER APT CMNTYS INC COM 59522J103   430,564 3,938 SH   SOLE   0 0 3,938
MKS INSTRUMENT INC COM 55306N104   201,919 2,170 SH   SOLE   0 0 2,170
MONDELEZ INTL INC CL A 609207105   476,863 9,553 SH   SOLE   0 0 9,553
MONSTER BEVERAGE CORP NEW COM 61174X109   952,734 17,456 SH   SOLE   0 0 17,456
MOODYS CORP COM 615369105   1,850,890 10,221 SH   SOLE   0 0 10,221
NATIONAL OILWELL VARCO INC COM 637071101   583,494 21,903 SH   SOLE   0 0 21,903
NAVIGANT CONSULTING INC COM 63935N107   512,270 26,311 SH   SOLE   0 0 26,311
NAVIOS MARITIME PARTNERS L P UNIT LPI Y62267102   16,382 18,000 SH   SOLE   0 0 18,000
NEWMONT MNG CORP COM 651639106   701,871 19,622 SH   SOLE   0 0 19,622
NOVARTIS A G SPONSORED ADR 66987V109   955,893 9,943 SH   SOLE   0 0 9,943
NOVO-NORDISK A S ADR 670100205   1,241,795 23,739 SH   SOLE   0 0 23,739
NU SKIN ENTERPRISES INC CL A 67018T105   253,275 5,292 SH   SOLE   0 0 5,292
NUCOR CORP COM 670346105   1,956,617 33,532 SH   SOLE   0 0 33,532
O REILLY AUTOMOTIVE INC NEW COM 67103H107   1,355,127 3,490 SH   SOLE   0 0 3,490
OCCIDENTAL PETE CORP COM 674599105   832,748 12,579 SH   SOLE   0 0 12,579
OKTA INC CL A 679295105   254,693 3,079 SH   SOLE   0 0 3,079
OLD DOMINION FREIGHT LINE IN COM 679580100   2,317,660 16,051 SH   SOLE   0 0 16,051
OLLIES BARGAIN OUTLT HLDGS I COM 681116109   1,205,921 14,132 SH   SOLE   0 0 14,132
OMNICELL INC COM 68213N109   888,617 10,992 SH   SOLE   0 0 10,992
ON SEMICONDUCTOR CORP COM 682189105   666,591 32,406 SH   SOLE   0 0 32,406
PACKAGING CORP AMER COM 695156109   1,292,139 13,002 SH   SOLE   0 0 13,002
PALO ALTO NETWORKS INC COM 697435105   701,798 2,889 SH   SOLE   0 0 2,889
PAYCOM SOFTWARE INC COM 70432V102   2,779,081 14,694 SH   SOLE   0 0 14,694
PC CONNECTION INC COM 69318J100   527,003 14,371 SH   SOLE   0 0 14,371
PENTAIR PLC SHS G7S00T104   896,846 20,149 SH   SOLE   0 0 20,149
PEPSICO INC COM 713448108   2,744,554 22,395 SH   SOLE   0 0 22,395
PHILLIPS 66 COM 718546104   637,547 6,699 SH   SOLE   0 0 6,699
PROCTER AND GAMBLE CO COM 742718109   2,950,467 28,356 SH   SOLE   0 0 28,356
PROLOGIS INC COM 74340W103   1,765,894 24,543 SH   SOLE   0 0 24,543
PROS HOLDINGS INC COM 74346Y103   306,802 7,263 SH   SOLE   0 0 7,263
PS BUSINESS PKS INC CALIF COM 69360J107   253,863 1,619 SH   SOLE   0 0 1,619
PUBLIC STORAGE COM 74460D109   1,260,513 5,788 SH   SOLE   0 0 5,788
PVH CORP COM 693656100   546,007 4,477 SH   SOLE   0 0 4,477
QUEST DIAGNOSTICS INC COM 74834L100   443,440 4,932 SH   SOLE   0 0 4,932
RBC BEARINGS INC COM 75524B104   1,359,141 10,688 SH   SOLE   0 0 10,688
REALPAGE INC COM 75606N109   206,467 3,402 SH   SOLE   0 0 3,402
REALTY INCOME CORP COM 756109104   779,304 10,594 SH   SOLE   0 0 10,594
REGENCY CTRS CORP COM 758849103   496,965 7,364 SH   SOLE   0 0 7,364
RIO TINTO PLC SPONSORED ADR 767204100   1,641,106 27,886 SH   SOLE   0 0 27,886
ROCKWELL AUTOMATION INC COM 773903109   1,280,850 7,300 SH   SOLE   0 0 7,300
ROPER TECHNOLOGIES INC COM 776696106   1,806,322 5,282 SH   SOLE   0 0 5,282
ROSS STORES INC COM 778296103   2,125,505 22,830 SH   SOLE   0 0 22,830
RPM INTL INC COM 749685103   653,423 11,258 SH   SOLE   0 0 11,258
RYANAIR HLDGS PLC SPONSORED ADS 783513203   1,527,017 20,377 SH   SOLE   0 0 20,377
SAGE THERAPEUTICS INC COM 78667J108   478,263 3,007 SH   SOLE   0 0 3,007
SALESFORCE COM INC COM 79466L302   1,305,075 8,241 SH   SOLE   0 0 8,241
SAP SE SPON ADR 803054204   871,590 7,549 SH   SOLE   0 0 7,549
SCHLUMBERGER LTD COM 806857108   1,723,539 39,558 SH   SOLE   0 0 39,558
SENSIENT TECHNOLOGIES CORP COM 81725T100   695,183 10,255 SH   SOLE   0 0 10,255
SERVICENOW INC COM 81762P102   1,502,603 6,096 SH   SOLE   0 0 6,096
SHERWIN WILLIAMS CO COM 824348106   1,558,570 3,619 SH   SOLE   0 0 3,619
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   419,783 10,590 SH   SOLE   0 0 10,590
SIMON PPTY GROUP INC NEW COM 828806109   521,249 2,861 SH   SOLE   0 0 2,861
SKECHERS U S A INC CL A 830566105   262,158 7,800 SH   SOLE   0 0 7,800
SKYWORKS SOLUTIONS INC COM 83088M102   3,208,317 38,898 SH   SOLE   0 0 38,898
SMITH A O CORP COM 831865209   1,694,169 31,774 SH   SOLE   0 0 31,774
SNAP INC CL A 83304A106   223,984 20,325 SH   SOLE   0 0 20,325
SOUTHERN COPPER CORP COM 84265V105   1,954,013 49,244 SH   SOLE   0 0 49,244
SOUTHWEST AIRLS CO COM 844741108   1,051,173 20,250 SH   SOLE   0 0 20,250
SPDR GOLD TRUST GOLD SHS 78463V107   568,079 4,656 SH   SOLE   0 0 4,656
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   948,451 10,362 SH   SOLE   0 0 10,362
SPLUNK INC COM 848637104   644,680 5,174 SH   SOLE   0 0 5,174
SQUARE INC CL A 852234103   1,082,519 14,449 SH   SOLE   0 0 14,449
STANDARD MTR PRODS INC COM 853666105   543,235 11,064 SH   SOLE   0 0 11,064
STANLEY BLACK & DECKER INC COM 854502101   1,295,194 9,512 SH   SOLE   0 0 9,512
STARBUCKS CORP COM 855244109   1,330,565 17,898 SH   SOLE   0 0 17,898
STEEL DYNAMICS INC COM 858119100   837,544 23,747 SH   SOLE   0 0 23,747
STRYKER CORP COM 863667101   901,519 4,564 SH   SOLE   0 0 4,564
SUN CMNTYS INC COM 866674104   407,283 3,436 SH   SOLE   0 0 3,436
SWITCH INC CL A 87105L104   244,883 23,752 SH   SOLE   0 0 23,752
SYKES ENTERPRISES INC COM 871237103   415,633 14,697 SH   SOLE   0 0 14,697
TABLEAU SOFTWARE INC CL A 87336U105   515,102 4,047 SH   SOLE   0 0 4,047
TAPESTRY INC COM 876030107   1,077,161 33,154 SH   SOLE   0 0 33,154
TE CONNECTIVITY LTD REG SHS H84989104   741,060 9,177 SH   SOLE   0 0 9,177
TELEFLEX INC COM 879369106   1,619,474 5,360 SH   SOLE   0 0 5,360
TESLA INC COM 88160R101   243,623 871 SH   SOLE   0 0 871
TETRA TECH INC NEW COM 88162G103   581,385 9,756 SH   SOLE   0 0 9,756
TIFFANY & CO NEW COM 886547108   1,213,431 11,496 SH   SOLE   0 0 11,496
TJX COS INC NEW COM 872540109   792,563 14,895 SH   SOLE   0 0 14,895
TRACTOR SUPPLY CO COM 892356106   403,651 4,129 SH   SOLE   0 0 4,129
TRANSUNION COM 89400J107   2,273,426 34,013 SH   SOLE   0 0 34,013
TRIMBLE INC COM 896239100   303,850 7,521 SH   SOLE   0 0 7,521
TWILIO INC CL A 90138F102   579,501 4,486 SH   SOLE   0 0 4,486
TWITTER INC COM 90184L102   1,061,416 32,282 SH   SOLE   0 0 32,282
TYLER TECHNOLOGIES INC COM 902252105   928,007 4,540 SH   SOLE   0 0 4,540
U S PHYSICAL THERAPY INC COM 90337L108   560,318 5,335 SH   SOLE   0 0 5,335
UDR INC COM 902653104   375,164 8,253 SH   SOLE   0 0 8,253
ULTA BEAUTY INC COM 90384S303   2,504,374 7,181 SH   SOLE   0 0 7,181
ULTIMATE SOFTWARE GROUP INC COM 90385D107   239,344 725 SH   SOLE   0 0 725
UNION PACIFIC CORP COM 907818108   2,273,169 13,596 SH   SOLE   0 0 13,596
V F CORP COM 918204108   1,591,326 18,310 SH   SOLE   0 0 18,310
VAREX IMAGING CORP COM 92214X106   348,110 10,275 SH   SOLE   0 0 10,275
VEEVA SYS INC CL A COM 922475108   551,841 4,350 SH   SOLE   0 0 4,350
VULCAN MATLS CO COM 929160109   211,118 1,783 SH   SOLE   0 0 1,783
WABCO HLDGS INC COM 92927K102   1,067,032 8,094 SH   SOLE   0 0 8,094
WALGREENS BOOTS ALLIANCE INC COM 931427108   2,183,614 34,513 SH   SOLE   0 0 34,513
WASTE CONNECTIONS INC COM 94106B101   354,636 4,003 SH   SOLE   0 0 4,003
WATERS CORP COM 941848103   1,891,349 7,514 SH   SOLE   0 0 7,514
WESTLAKE CHEM CORP COM 960413102   593,639 8,748 SH   SOLE   0 0 8,748
WEYERHAEUSER CO COM 962166104   1,523,570 57,842 SH   SOLE   0 0 57,842
WORKDAY INC CL A 98138H101   1,094,424 5,675 SH   SOLE   0 0 5,675
XILINX INC COM 983919101   2,144,750 16,916 SH   SOLE   0 0 16,916
XYLEM INC COM 98419M100   521,029 6,592 SH   SOLE   0 0 6,592
ZEBRA TECHNOLOGIES CORP CL A 989207105   654,362 3,123 SH   SOLE   0 0 3,123
ZENDESK INC COM 98936J101   278,375 3,275 SH   SOLE   0 0 3,275
ZILLOW GROUP INC CL C CAP STK 98954M200   304,357 8,761 SH   SOLE   0 0 8,761