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
ISHARES TR IBOXX HI YD ETF 464288513 263,433 2,995,600 SH   SOLE   0 0 2,995,600
VISA INC COM CL A 92826C839 227,898 1,212,870 SH   SOLE   0 0 1,212,870
WALMART INC COM 931142103 213,656 1,797,843 SH   SOLE   0 0 1,797,843
PROCTER & GAMBLE CO COM 742718109 169,254 1,355,113 SH   SOLE   0 0 1,355,113
MASTERCARD INC CL A 57636Q104 158,537 530,951 SH   SOLE   0 0 530,951
AMGEN INC COM 031162100 157,390 652,880 SH   SOLE   0 0 652,880
NEXTERA ENERGY INC COM 65339F101 151,853 627,076 SH   SOLE   0 0 627,076
PEPSICO INC COM 713448108 148,804 1,088,784 SH   SOLE   0 0 1,088,784
BRISTOL MYERS SQUIBB CO COM 110122108 147,005 2,290,153 SH   SOLE   0 0 2,290,153
MERCK & CO INC COM 58933Y105 146,288 1,608,439 SH   SOLE   0 0 1,608,439
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 139,890 664,339 SH   SOLE   0 0 664,339
DANAHER CORPORATION COM 235851102 134,843 878,573 SH   SOLE   0 0 878,573
TEXAS INSTRS INC COM 882508104 134,464 1,048,127 SH   SOLE   0 0 1,048,127
VERIZON COMMUNICATIONS INC COM 92343V104 131,520 2,142,018 SH   SOLE   0 0 2,142,018
ORACLE CORP COM 68389X105 130,021 2,454,147 SH   SOLE   0 0 2,454,147
HOME DEPOT INC COM 437076102 128,207 587,083 SH   SOLE   0 0 587,083
EDWARDS LIFESCIENCES CORP COM 28176E108 111,477 477,847 SH   SOLE   0 0 477,847
MICROSOFT CORP COM 594918104 110,516 700,800 SH   SOLE   0 0 700,800
AMAZON COM INC COM 023135106 107,154 57,989 SH   SOLE   0 0 57,989
GILEAD SCIENCES INC COM 375558103 106,958 1,646,014 SH   SOLE   0 0 1,646,014
FACEBOOK INC CL A 30303M102 105,280 512,934 SH   SOLE   0 0 512,934
INTEL CORP COM 458140100 103,679 1,732,319 SH   SOLE   0 0 1,732,319
ANTHEM INC COM 036752103 100,931 334,177 SH   SOLE   0 0 334,177
COSTCO WHSL CORP NEW COM 22160K105 96,312 327,680 SH   SOLE   0 0 327,680
APPLE INC COM 037833100 95,204 324,209 SH   SOLE   0 0 324,209
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 93,645 1,611,783 SH   SOLE   0 0 1,611,783
INTERNATIONAL BUSINESS MACHS COM 459200101 91,623 683,550 SH   SOLE   0 0 683,550
EQUINIX INC COM 29444U700 90,572 155,169 SH   SOLE   0 0 155,169
JOHNSON & JOHNSON COM 478160104 88,111 604,036 SH   SOLE   0 0 604,036
COMCAST CORP NEW CL A 20030N101 87,395 1,943,401 SH   SOLE   0 0 1,943,401
TJX COS INC NEW COM 872540109 84,539 1,384,519 SH   SOLE   0 0 1,384,519
MICRON TECHNOLOGY INC COM 595112103 82,358 1,531,392 SH   SOLE   0 0 1,531,392
BIOGEN INC COM 09062X103 80,733 272,076 SH   SOLE   0 0 272,076
GOLDMAN SACHS GROUP INC COM 38141G104 79,099 344,014 SH   SOLE   0 0 344,014
FISERV INC COM 337738108 75,463 652,621 SH   SOLE   0 0 652,621
S&P GLOBAL INC COM 78409V104 72,837 266,753 SH   SOLE   0 0 266,753
UNITEDHEALTH GROUP INC COM 91324P102 72,820 247,703 SH   SOLE   0 0 247,703
SERVICENOW INC COM 81762P102 72,133 255,500 SH   SOLE   0 0 255,500
CONOCOPHILLIPS COM 20825C104 67,911 1,044,301 SH   SOLE   0 0 1,044,301
CVS HEALTH CORP COM 126650100 64,799 872,246 SH   SOLE   0 0 872,246
MORGAN STANLEY COM NEW 617446448 64,576 1,263,222 SH   SOLE   0 0 1,263,222
TARGET CORP COM 87612E106 63,094 492,115 SH   SOLE   0 0 492,115
LAM RESEARCH CORP COM 512807108 60,283 206,166 SH   SOLE   0 0 206,166
APPLIED MATLS INC COM 038222105 60,054 983,849 SH   SOLE   0 0 983,849
LOCKHEED MARTIN CORP COM 539830109 58,389 149,953 SH   SOLE   0 0 149,953
AMERICAN TOWER CORP NEW COM 03027X100 57,105 248,477 SH   SOLE   0 0 248,477
ADOBE INC COM 00724F101 57,014 172,870 SH   SOLE   0 0 172,870
ABBVIE INC COM 00287Y109 54,747 618,331 SH   SOLE   0 0 618,331
ROSS STORES INC COM 778296103 53,292 457,759 SH   SOLE   0 0 457,759
CISCO SYS INC COM 17275R102 52,065 1,085,589 SH   SOLE   0 0 1,085,589
COCA COLA CO COM 191216100 49,842 900,493 SH   SOLE   0 0 900,493
CAPITAL ONE FINL CORP COM 14040H105 48,472 471,011 SH   SOLE   0 0 471,011
WALGREENS BOOTS ALLIANCE INC COM 931427108 48,348 820,013 SH   SOLE   0 0 820,013
HCA HEALTHCARE INC COM 40412C101 48,267 326,546 SH   SOLE   0 0 326,546
ALPHABET INC CAP STK CL A 02079K305 47,771 35,666 SH   SOLE   0 0 35,666
NIKE INC CL B 654106103 47,583 469,681 SH   SOLE   0 0 469,681
COLGATE PALMOLIVE CO COM 194162103 47,432 689,012 SH   SOLE   0 0 689,012
QUALCOMM INC COM 747525103 45,226 512,590 SH   SOLE   0 0 512,590
DOLLAR GEN CORP NEW COM 256677105 43,033 275,885 SH   SOLE   0 0 275,885
MCDONALDS CORP COM 580135101 42,053 212,810 SH   SOLE   0 0 212,810
SYSCO CORP COM 871829107 41,331 483,179 SH   SOLE   0 0 483,179
LOWES COS INC COM 548661107 40,629 339,252 SH   SOLE   0 0 339,252
METLIFE INC COM 59156R108 39,917 783,152 SH   SOLE   0 0 783,152
BEST BUY INC COM 086516101 39,098 445,303 SH   SOLE   0 0 445,303
STRYKER CORP COM 863667101 38,969 185,622 SH   SOLE   0 0 185,622
KIMBERLY CLARK CORP COM 494368103 37,686 273,981 SH   SOLE   0 0 273,981
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 36,805 593,443 SH   SOLE   0 0 593,443
BROADCOM INC COM 11135F101 36,532 115,600 SH   SOLE   0 0 115,600
PHILIP MORRIS INTL INC COM 718172109 36,519 429,180 SH   SOLE   0 0 429,180
LAUDER ESTEE COS INC CL A 518439104 36,101 174,789 SH   SOLE   0 0 174,789
HUMANA INC COM 444859102 34,674 94,603 SH   SOLE   0 0 94,603
NVIDIA CORP COM 67066G104 34,173 145,230 SH   SOLE   0 0 145,230
WASTE MGMT INC DEL COM 94106L109 32,981 289,408 SH   SOLE   0 0 289,408
PRUDENTIAL FINL INC COM 744320102 32,730 349,158 SH   SOLE   0 0 349,158
O REILLY AUTOMOTIVE INC NEW COM 67103H107 32,660 74,521 SH   SOLE   0 0 74,521
HERSHEY CO COM 427866108 31,977 217,563 SH   SOLE   0 0 217,563
AUTOZONE INC COM 053332102 31,925 26,798 SH   SOLE   0 0 26,798
LILLY ELI & CO COM 532457108 31,810 242,032 SH   SOLE   0 0 242,032
STARBUCKS CORP COM 855244109 31,407 357,222 SH   SOLE   0 0 357,222
AUTOMATIC DATA PROCESSING IN COM 053015103 30,627 179,630 SH   SOLE   0 0 179,630
SOUTHERN CO COM 842587107 28,206 442,792 SH   SOLE   0 0 442,792
ROBERT HALF INTL INC COM 770323103 28,201 446,572 SH   SOLE   0 0 446,572
FORTINET INC COM 34959E109 28,092 263,131 SH   SOLE   0 0 263,131
THERMO FISHER SCIENTIFIC INC COM 883556102 27,392 84,317 SH   SOLE   0 0 84,317
RAYTHEON CO COM NEW 755111507 26,669 121,364 SH   SOLE   0 0 121,364
LULULEMON ATHLETICA INC COM 550021109 26,422 114,051 SH   SOLE   0 0 114,051
AT&T INC COM 00206R102 26,238 671,400 SH   SOLE   0 0 671,400
INTUIT COM 461202103 26,059 99,490 SH   SOLE   0 0 99,490
ZOETIS INC CL A 98978V103 25,131 189,881 SH   SOLE   0 0 189,881
DUKE ENERGY CORP NEW COM NEW 26441C204 25,111 275,305 SH   SOLE   0 0 275,305
PAYCHEX INC COM 704326107 24,274 285,379 SH   SOLE   0 0 285,379
ANSYS INC COM 03662Q105 24,070 93,509 SH   SOLE   0 0 93,509
NVR INC COM 62944T105 23,422 6,150 SH   SOLE   0 0 6,150
HP INC COM 40434L105 22,909 1,114,815 SH   SOLE   0 0 1,114,815
INTERCONTINENTAL EXCHANGE IN COM 45866F104 22,752 245,838 SH   SOLE   0 0 245,838
CUMMINS INC COM 231021106 22,719 126,948 SH   SOLE   0 0 126,948
CLOROX CO DEL COM 189054109 22,580 147,063 SH   SOLE   0 0 147,063
BOOKING HLDGS INC COM 09857L108 22,554 10,982 SH   SOLE   0 0 10,982
BOSTON SCIENTIFIC CORP COM 101137107 22,424 495,880 SH   SOLE   0 0 495,880
JONES LANG LASALLE INC COM 48020Q107 21,562 123,857 SH   SOLE   0 0 123,857
DOMINION ENERGY INC COM 25746U109 21,528 259,943 SH   SOLE   0 0 259,943
GRAINGER W W INC COM 384802104 21,383 63,167 SH   SOLE   0 0 63,167
EVERSOURCE ENERGY COM 30040W108 21,056 247,515 SH   SOLE   0 0 247,515
OKTA INC CL A 679295105 19,716 170,893 SH   SOLE   0 0 170,893
KOHLS CORP COM 500255104 19,650 385,673 SH   SOLE   0 0 385,673
MONDELEZ INTL INC CL A 609207105 19,495 353,942 SH   SOLE   0 0 353,942
ILLINOIS TOOL WKS INC COM 452308109 19,070 106,163 SH   SOLE   0 0 106,163
PROGRESSIVE CORP OHIO COM 743315103 19,042 263,043 SH   SOLE   0 0 263,043
CHURCH & DWIGHT INC COM 171340102 18,971 269,699 SH   SOLE   0 0 269,699
SEAGATE TECHNOLOGY PLC SHS G7945M107 18,968 318,789 SH   SOLE   0 0 318,789
CADENCE DESIGN SYSTEM INC COM 127387108 18,964 273,419 SH   SOLE   0 0 273,419
CITRIX SYS INC COM 177376100 18,778 169,322 SH   SOLE   0 0 169,322
MCKESSON CORP COM 58155Q103 18,324 132,472 SH   SOLE   0 0 132,472
GENERAL MLS INC COM 370334104 17,899 334,190 SH   SOLE   0 0 334,190
XCEL ENERGY INC COM 98389B100 17,872 281,491 SH   SOLE   0 0 281,491
GARMIN LTD SHS H2906T109 17,682 181,243 SH   SOLE   0 0 181,243
ENTERGY CORP NEW COM 29364G103 17,627 147,138 SH   SOLE   0 0 147,138
LAS VEGAS SANDS CORP COM 517834107 17,153 248,452 SH   SOLE   0 0 248,452
EXELON CORP COM 30161N101 17,015 373,222 SH   SOLE   0 0 373,222
ALLSTATE CORP COM 020002101 16,938 150,626 SH   SOLE   0 0 150,626
REPUBLIC SVCS INC COM 760759100 16,261 181,421 SH   SOLE   0 0 181,421
CME GROUP INC COM 12572Q105 16,227 80,846 SH   SOLE   0 0 80,846
KLA CORPORATION COM NEW 482480100 16,118 90,463 SH   SOLE   0 0 90,463
SYNOPSYS INC COM 871607107 15,850 113,866 SH   SOLE   0 0 113,866
CINTAS CORP COM 172908105 15,680 58,274 SH   SOLE   0 0 58,274
REALTY INCOME CORP COM 756109104 15,410 209,289 SH   SOLE   0 0 209,289
CONSOLIDATED EDISON INC COM 209115104 15,374 169,937 SH   SOLE   0 0 169,937
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 15,209 257,559 SH   SOLE   0 0 257,559
UNIVERSAL HLTH SVCS INC CL B 913903100 15,201 105,958 SH   SOLE   0 0 105,958
BERKLEY W R CORP COM 084423102 15,097 218,481 SH   SOLE   0 0 218,481
CROWN CASTLE INTL CORP NEW COM 22822V101 14,865 104,573 SH   SOLE   0 0 104,573
AMERICAN WTR WKS CO INC NEW COM 030420103 14,671 119,418 SH   SOLE   0 0 119,418
FASTENAL CO COM 311900104 14,579 394,555 SH   SOLE   0 0 394,555
DTE ENERGY CO COM 233331107 14,269 109,874 SH   SOLE   0 0 109,874
HD SUPPLY HLDGS INC COM 40416M105 14,253 354,388 SH   SOLE   0 0 354,388
VEEVA SYS INC CL A COM 922475108 14,086 100,143 SH   SOLE   0 0 100,143
NUCOR CORP COM 670346105 13,921 247,352 SH   SOLE   0 0 247,352
IAC INTERACTIVECORP COM 44919P508 13,861 55,642 SH   SOLE   0 0 55,642
EQUITY RESIDENTIAL SH BEN INT 29476L107 13,769 170,153 SH   SOLE   0 0 170,153
WEC ENERGY GROUP INC COM 92939U106 13,748 149,067 SH   SOLE   0 0 149,067
CHECK POINT SOFTWARE TECH LT ORD M22465104 13,707 123,529 SH   SOLE   0 0 123,529
GLOBAL PMTS INC COM 37940X102 13,687 74,970 SH   SOLE   0 0 74,970
PULTE GROUP INC COM 745867101 13,623 351,121 SH   SOLE   0 0 351,121
CDW CORP COM 12514G108 13,370 93,600 SH   SOLE   0 0 93,600
FIDELITY NATL INFORMATION SV COM 31620M106 13,324 95,794 SH   SOLE   0 0 95,794
YUM BRANDS INC COM 988498101 13,204 131,086 SH   SOLE   0 0 131,086
AMEREN CORP COM 023608102 13,087 170,406 SH   SOLE   0 0 170,406
CMS ENERGY CORP COM 125896100 12,971 206,415 SH   SOLE   0 0 206,415
GENUINE PARTS CO COM 372460105 12,893 121,369 SH   SOLE   0 0 121,369
RALPH LAUREN CORP CL A 751212101 12,568 107,213 SH   SOLE   0 0 107,213
CINCINNATI FINL CORP COM 172062101 12,418 118,100 SH   SOLE   0 0 118,100
F5 NETWORKS INC COM 315616102 12,311 88,157 SH   SOLE   0 0 88,157
VIACOMCBS INC CL B 92556H206 12,272 292,401 SH   SOLE   0 0 292,401
UGI CORP NEW COM 902681105 12,053 266,890 SH   SOLE   0 0 266,890
IDEXX LABS INC COM 45168D104 12,004 45,969 SH   SOLE   0 0 45,969
AVALONBAY CMNTYS INC COM 053484101 11,943 56,952 SH   SOLE   0 0 56,952
HORMEL FOODS CORP COM 440452100 11,817 261,949 SH   SOLE   0 0 261,949
HENRY SCHEIN INC COM 806407102 11,522 172,697 SH   SOLE   0 0 172,697
Jazz PHARMACEUTICALS PLC SHS USD G50871105 11,403 76,390 SH   SOLE   0 0 76,390
BLOCK H & R INC COM 093671105 11,308 481,604 SH   SOLE   0 0 481,604
MONSTER BEVERAGE CORP NEW COM 61174X109 11,262 177,212 SH   SOLE   0 0 177,212
DOCUSIGN INC COM 256163106 11,044 149,018 SH   SOLE   0 0 149,018
CHARTER COMMUNICATIONS INC N CL A 16119P108 10,963 22,600 SH   SOLE   0 0 22,600
SALESFORCE COM INC COM 79466L302 10,940 67,264 SH   SOLE   0 0 67,264
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 10,899 139,371 SH   SOLE   0 0 139,371
MCCORMICK & CO INC COM NON VTG 579780206 10,871 64,047 SH   SOLE   0 0 64,047
NUTANIX INC CL A 67059N108 10,827 346,341 SH   SOLE   0 0 346,341
AIR PRODS & CHEMS INC COM 009158106 10,810 46,000 SH   SOLE   0 0 46,000
CBRE GROUP INC CL A 12504L109 10,781 175,900 SH   SOLE   0 0 175,900
TWILIO INC CL A 90138F102 10,777 109,654 SH   SOLE   0 0 109,654
ALLIANT ENERGY CORP COM 018802108 10,744 196,337 SH   SOLE   0 0 196,337
SQUARE INC CL A 852234103 10,708 171,167 SH   SOLE   0 0 171,167
MANPOWERGROUP INC COM 56418H100 10,669 109,876 SH   SOLE   0 0 109,876
SKYWORKS SOLUTIONS INC COM 83088M102 10,477 86,671 SH   SOLE   0 0 86,671
PROLOGIS INC COM 74340W103 10,438 117,100 SH   SOLE   0 0 117,100
LEAR CORP COM NEW 521865204 10,431 76,031 SH   SOLE   0 0 76,031
ROPER TECHNOLOGIES INC COM 776696106 10,402 29,364 SH   SOLE   0 0 29,364
3M CO COM 88579Y101 10,399 58,945 SH   SOLE   0 0 58,945
ACUITY BRANDS INC COM 00508Y102 10,276 74,462 SH   SOLE   0 0 74,462
QUEST DIAGNOSTICS INC COM 74834L100 10,094 94,525 SH   SOLE   0 0 94,525
RESMED INC COM 761152107 9,920 64,015 SH   SOLE   0 0 64,015
SIMON PPTY GROUP INC NEW COM 828806109 9,794 65,747 SH   SOLE   0 0 65,747
DOMINOS PIZZA INC COM 25754A201 9,286 31,610 SH   SOLE   0 0 31,610
STEEL DYNAMICS INC COM 858119100 9,263 272,109 SH   SOLE   0 0 272,109
TRACTOR SUPPLY CO COM 892356106 9,254 99,036 SH   SOLE   0 0 99,036
NORTHROP GRUMMAN CORP COM 666807102 9,150 26,600 SH   SOLE   0 0 26,600
AMETEK INC NEW COM 031100100 9,133 91,567 SH   SOLE   0 0 91,567
GUARDANT HEALTH INC COM 40131M109 9,020 115,428 SH   SOLE   0 0 115,428
SHERWIN WILLIAMS CO COM 824348106 8,952 15,340 SH   SOLE   0 0 15,340
PINNACLE WEST CAP CORP COM 723484101 8,938 99,384 SH   SOLE   0 0 99,384
TENABLE HLDGS INC COM 88025T102 8,914 372,018 SH   SOLE   0 0 372,018
ELECTRONIC ARTS INC COM 285512109 8,741 81,301 SH   SOLE   0 0 81,301
SNAP ON INC COM 833034101 8,728 51,524 SH   SOLE   0 0 51,524
WELLTOWER INC COM 95040Q104 8,578 104,896 SH   SOLE   0 0 104,896
MASCO CORP COM 574599106 8,381 174,631 SH   SOLE   0 0 174,631
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 8,237 50,976 SH   SOLE   0 0 50,976
D R HORTON INC COM 23331A109 8,155 154,600 SH   SOLE   0 0 154,600
PUBLIC STORAGE COM 74460D109 8,102 38,047 SH   SOLE   0 0 38,047
TRANSDIGM GROUP INC COM 893641100 7,980 14,250 SH   SOLE   0 0 14,250
PHILLIPS 66 COM 718546104 7,977 71,600 SH   SOLE   0 0 71,600
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 7,859 774,261 SH   SOLE   0 0 774,261
HOLOGIC INC COM 436440101 7,831 149,982 SH   SOLE   0 0 149,982
VERISK ANALYTICS INC COM 92345Y106 7,700 51,562 SH   SOLE   0 0 51,562
ALLEGION PUB LTD CO ORD SHS G0176J109 7,682 61,679 SH   SOLE   0 0 61,679
MACYS INC COM 55616P104 7,467 439,216 SH   SOLE   0 0 439,216
ECOLAB INC COM 278865100 7,380 38,239 SH   SOLE   0 0 38,239
CAMDEN PPTY TR SH BEN INT 133131102 7,310 68,894 SH   SOLE   0 0 68,894
CAPRI HOLDINGS LIMITED SHS G1890L107 7,225 189,379 SH   SOLE   0 0 189,379
CENTENE CORP DEL COM 15135B101 7,216 114,775 SH   SOLE   0 0 114,775
SOUTHWEST AIRLS CO COM 844741108 7,210 133,565 SH   SOLE   0 0 133,565
UDR INC COM 902653104 7,208 154,339 SH   SOLE   0 0 154,339
DEXCOM INC COM 252131107 7,153 32,700 SH   SOLE   0 0 32,700
ALIGN TECHNOLOGY INC COM 016255101 7,145 25,605 SH   SOLE   0 0 25,605
ATMOS ENERGY CORP COM 049560105 7,062 63,136 SH   SOLE   0 0 63,136
NASDAQ INC COM 631103108 7,015 65,502 SH   SOLE   0 0 65,502
TAPESTRY INC COM 876030107 6,924 256,726 SH   SOLE   0 0 256,726
FORTIVE CORP COM 34959J108 6,867 89,891 SH   SOLE   0 0 89,891
DIGITAL RLTY TR INC COM 253868103 6,724 56,159 SH   SOLE   0 0 56,159
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,712 95,350 SH   SOLE   0 0 95,350
SPLUNK INC COM 848637104 6,705 44,766 SH   SOLE   0 0 44,766
MAXIM INTEGRATED PRODS INC COM 57772K101 6,692 108,789 SH   SOLE   0 0 108,789
CONSTELLATION BRANDS INC CL A 21036P108 6,656 35,080 SH   SOLE   0 0 35,080
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 6,620 51,429 SH   SOLE   0 0 51,429
ALLIANCE DATA SYSTEMS CORP COM 018581108 6,488 57,826 SH   SOLE   0 0 57,826
JD COM INC SPON ADR CL A 47215P106 6,422 182,300 SH   SOLE   0 0 182,300
ADVANCED MICRO DEVICES INC COM 007903107 6,320 137,800 SH   SOLE   0 0 137,800
KEYSIGHT TECHNOLOGIES INC COM 49338L103 6,312 61,500 SH   SOLE   0 0 61,500
COPART INC COM 217204106 6,276 69,010 SH   SOLE   0 0 69,010
ROLLINS INC COM 775711104 6,260 188,790 SH   SOLE   0 0 188,790
TYSON FOODS INC CL A 902494103 6,227 68,400 SH   SOLE   0 0 68,400
KROGER CO COM 501044101 6,182 213,257 SH   SOLE   0 0 213,257
EXPEDITORS INTL WASH INC COM 302130109 6,061 77,691 SH   SOLE   0 0 77,691
KELLOGG CO COM 487836108 6,055 87,557 SH   SOLE   0 0 87,557
PPL CORP COM 69351T106 6,053 168,693 SH   SOLE   0 0 168,693
MOTOROLA SOLUTIONS INC COM NEW 620076307 6,047 37,527 SH   SOLE   0 0 37,527
ESSEX PPTY TR INC COM 297178105 5,888 19,569 SH   SOLE   0 0 19,569
FLEETCOR TECHNOLOGIES INC COM 339041105 5,869 20,400 SH   SOLE   0 0 20,400
GAP INC COM 364760108 5,859 331,413 SH   SOLE   0 0 331,413
JUNIPER NETWORKS INC COM 48203R104 5,845 237,323 SH   SOLE   0 0 237,323
LEIDOS HLDGS INC COM 525327102 5,815 59,400 SH   SOLE   0 0 59,400
IDEX CORP COM 45167R104 5,807 33,761 SH   SOLE   0 0 33,761
TALEND S A ADS 874224207 5,728 146,468 SH   SOLE   0 0 146,468
DAVITA INC COM 23918K108 5,601 74,656 SH   SOLE   0 0 74,656
MOODYS CORP COM 615369105 5,532 23,300 SH   SOLE   0 0 23,300
WESTERN DIGITAL CORP COM 958102105 5,496 86,587 SH   SOLE   0 0 86,587
NETEASE INC SPONSORED ADS 64110W102 5,489 17,900 SH   SOLE   0 0 17,900
ACTIVISION BLIZZARD INC COM 00507V109 5,429 91,362 SH   SOLE   0 0 91,362
MARTIN MARIETTA MATLS INC COM 573284106 5,425 19,400 SH   SOLE   0 0 19,400
UNITED AIRLINES HLDGS INC COM 910047109 5,393 61,222 SH   SOLE   0 0 61,222
IHS MARKIT LTD SHS G47567105 5,224 69,335 SH   SOLE   0 0 69,335
CARMAX INC COM 143130102 5,164 58,907 SH   SOLE   0 0 58,907
ARISTA NETWORKS INC COM 040413106 5,162 25,380 SH   SOLE   0 0 25,380
TRAVELERS COMPANIES INC COM 89417E109 5,123 37,405 SH   SOLE   0 0 37,405
TRANSUNION COM 89400J107 5,084 59,381 SH   SOLE   0 0 59,381
TELEDYNE TECHNOLOGIES INC COM 879360105 5,059 14,600 SH   SOLE   0 0 14,600
HOLLYFRONTIER CORP COM 436106108 5,056 99,703 SH   SOLE   0 0 99,703
GALLAGHER ARTHUR J & CO COM 363576109 5,031 52,832 SH   SOLE   0 0 52,832
MOMO INC ADR 60879B107 5,015 149,714 SH   SOLE   0 0 149,714
MID AMER APT CMNTYS INC COM 59522J103 4,852 36,800 SH   SOLE   0 0 36,800
NORDSTROM INC COM 655664100 4,841 118,279 SH   SOLE   0 0 118,279
AGILENT TECHNOLOGIES INC COM 00846U101 4,802 56,284 SH   SOLE   0 0 56,284
EDISON INTL COM 281020107 4,792 63,552 SH   SOLE   0 0 63,552
TRIMBLE INC COM 896239100 4,764 114,264 SH   SOLE   0 0 114,264
NEKTAR THERAPEUTICS COM 640268108 4,617 213,897 SH   SOLE   0 0 213,897
METTLER TOLEDO INTERNATIONAL COM 592688105 4,547 5,732 SH   SOLE   0 0 5,732
EQUIFAX INC COM 294429105 4,546 32,442 SH   SOLE   0 0 32,442
LINCOLN NATL CORP IND COM 534187109 4,544 76,997 SH   SOLE   0 0 76,997
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 4,496 317,300 SH   SOLE   0 0 317,300
AGNICO EAGLE MINES LTD COM 008474108 4,479 72,700 SH   SOLE   0 0 72,700
HENRY JACK & ASSOC INC COM 426281101 4,459 30,607 SH   SOLE   0 0 30,607
SEMPRA ENERGY COM 816851109 4,454 29,405 SH   SOLE   0 0 29,405
AMERICAN INTL GROUP INC COM NEW 026874784 4,399 85,700 SH   SOLE   0 0 85,700
TERADYNE INC COM 880770102 4,364 64,000 SH   SOLE   0 0 64,000
MARKETAXESS HLDGS INC COM 57060D108 4,284 11,300 SH   SOLE   0 0 11,300
ELASTIC N V ORD SHS N14506104 4,283 66,611 SH   SOLE   0 0 66,611
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,269 5,100 SH   SOLE   0 0 5,100
L BRANDS INC COM 501797104 4,262 235,188 SH   SOLE   0 0 235,188
INGREDION INC COM 457187102 4,032 43,380 SH   SOLE   0 0 43,380
QORVO INC COM 74736K101 4,022 34,600 SH   SOLE   0 0 34,600
MSCI INC COM 55354G100 3,950 15,300 SH   SOLE   0 0 15,300
COSTAR GROUP INC COM 22160N109 3,949 6,600 SH   SOLE   0 0 6,600
LENNOX INTL INC COM 526107107 3,899 15,980 SH   SOLE   0 0 15,980
ULTA BEAUTY INC COM 90384S303 3,764 14,870 SH   SOLE   0 0 14,870
CENTERPOINT ENERGY INC COM 15189T107 3,629 133,071 SH   SOLE   0 0 133,071
ALLEGHANY CORP DEL COM 017175100 3,598 4,500 SH   SOLE   0 0 4,500
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 3,577 29,500 SH   SOLE   0 0 29,500
NISOURCE INC COM 65473P105 3,570 128,242 SH   SOLE   0 0 128,242
SUN CMNTYS INC COM 866674104 3,567 23,762 SH   SOLE   0 0 23,762
ARCHER DANIELS MIDLAND CO COM 039483102 3,548 76,556 SH   SOLE   0 0 76,556
IQVIA HLDGS INC COM 46266C105 3,514 22,740 SH   SOLE   0 0 22,740
ARCH CAP GROUP LTD ORD G0450A105 3,500 81,600 SH   SOLE   0 0 81,600
LAMB WESTON HLDGS INC COM 513272104 3,489 40,555 SH   SOLE   0 0 40,555
TRIPADVISOR INC COM 896945201 3,484 114,682 SH   SOLE   0 0 114,682
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,411 27,612 SH   SOLE   0 0 27,612
CHEMOURS CO COM 163851108 3,400 187,953 SH   SOLE   0 0 187,953
VULCAN MATLS CO COM 929160109 3,398 23,600 SH   SOLE   0 0 23,600
PVH CORP COM 693656100 3,339 31,757 SH   SOLE   0 0 31,757
ILLUMINA INC COM 452327109 3,272 9,863 SH   SOLE   0 0 9,863
EMERSON ELEC CO COM 291011104 3,271 42,897 SH   SOLE   0 0 42,897
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 3,236 28,100 SH   SOLE   0 0 28,100
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 3,211 70,800 SH   SOLE   0 0 70,800
KANSAS CITY SOUTHERN COM NEW 485170302 3,201 20,900 SH   SOLE   0 0 20,900
BURLINGTON STORES INC COM 122017106 3,124 13,700 SH   SOLE   0 0 13,700
L3HARRIS TECHNOLOGIES INC COM 502431109 3,107 15,700 SH   SOLE   0 0 15,700
BROWN FORMAN CORP CL B 115637209 3,101 45,872 SH   SOLE   0 0 45,872
WESTERN UN CO COM 959802109 3,042 113,600 SH   SOLE   0 0 113,600
MONGODB INC CL A 60937P106 3,025 22,986 SH   SOLE   0 0 22,986
ROKU INC COM CL A 77543R102 2,999 22,400 SH   SOLE   0 0 22,400
DOVER CORP COM 260003108 2,962 25,700 SH   SOLE   0 0 25,700
JOYY INC ADS REPSTG COM A 46591M109 2,854 54,072 SH   SOLE   0 0 54,072
VMWARE INC CL A COM 928563402 2,848 18,766 SH   SOLE   0 0 18,766
DATADOG INC CL A COM 23804L103 2,835 75,052 SH   SOLE   0 0 75,052
HUNTINGTON INGALLS INDS INC COM 446413106 2,835 11,300 SH   SOLE   0 0 11,300
VENTAS INC COM 92276F100 2,801 48,519 SH   SOLE   0 0 48,519
NETAPP INC COM 64110D104 2,687 43,163 SH   SOLE   0 0 43,163
ADVANCE AUTO PARTS INC COM 00751Y106 2,629 16,412 SH   SOLE   0 0 16,412
PAYPAL HLDGS INC COM 70450Y103 2,582 23,867 SH   SOLE   0 0 23,867
BOSTON PROPERTIES INC COM 101121101 2,558 18,556 SH   SOLE   0 0 18,556
EXTRA SPACE STORAGE INC COM 30225T102 2,441 23,107 SH   SOLE   0 0 23,107
NATIONAL RETAIL PPTYS INC COM 637417106 2,361 44,024 SH   SOLE   0 0 44,024
PAYCOM SOFTWARE INC COM 70432V102 2,277 8,600 SH   SOLE   0 0 8,600
AVERY DENNISON CORP COM 053611109 2,276 17,400 SH   SOLE   0 0 17,400
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,266 34,683 SH   SOLE   0 0 34,683
INCYTE CORP COM 45337C102 2,227 25,500 SH   SOLE   0 0 25,500
DENTSPLY SIRONA INC COM 24906P109 2,196 38,800 SH   SOLE   0 0 38,800
STERIS PLC SHS USD G8473T100 2,195 14,400 SH   SOLE   0 0 14,400
DXC TECHNOLOGY CO COM 23355L106 2,098 55,800 SH   SOLE   0 0 55,800
WEST PHARMACEUTICAL SVSC INC COM 955306105 2,090 13,900 SH   SOLE   0 0 13,900
INVITATION HOMES INC COM 46187W107 2,086 69,600 SH   SOLE   0 0 69,600
MARKEL CORP COM 570535104 2,081 1,820 SH   SOLE   0 0 1,820
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,064 19,200 SH   SOLE   0 0 19,200
RINGCENTRAL INC CL A 76680R206 2,041 12,100 SH   SOLE   0 0 12,100
CERNER CORP COM 156782104 2,025 27,595 SH   SOLE   0 0 27,595
SEATTLE GENETICS INC COM 812578102 2,011 17,600 SH   SOLE   0 0 17,600
VERACYTE INC COM 92337F107 2,010 72,004 SH   SOLE   0 0 72,004
POLARIS INC COM 731068102 1,974 19,406 SH   SOLE   0 0 19,406
HEICO CORP NEW COM 422806109 1,872 16,400 SH   SOLE   0 0 16,400
PALO ALTO NETWORKS INC COM 697435105 1,844 7,975 SH   SOLE   0 0 7,975
GARTNER INC COM 366651107 1,784 11,578 SH   SOLE   0 0 11,578
MIDDLEBY CORP COM 596278101 1,735 15,846 SH   SOLE   0 0 15,846
GODADDY INC CL A 380237107 1,720 25,319 SH   SOLE   0 0 25,319
CROWDSTRIKE HLDGS INC CL A 22788C105 1,651 33,100 SH   SOLE   0 0 33,100
AMERICAN FINL GROUP INC OHIO COM 025932104 1,646 15,012 SH   SOLE   0 0 15,012
NIELSEN HLDGS PLC SHS EUR G6518L108 1,553 76,497 SH   SOLE   0 0 76,497
QURATE RETAIL INC COM SER A 74915M100 1,357 160,980 SH   SOLE   0 0 160,980
EXPEDIA GROUP INC COM NEW 30212P303 1,321 12,220 SH   SOLE   0 0 12,220
SLACK TECHNOLOGIES INC COM CL A 83088V102 856 38,091 SH   SOLE   0 0 38,091
BRISTOL MYERS SQUIBB CO RIGHT 99/99/9999 110122157 526 174,800 SH   SOLE   0 0 174,800
EVENTBRITE INC COM CL A 29975E109 224 11,097 SH   SOLE   0 0 11,097