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 68,367 415,860 SH   SOLE   68,367 0 0
ABBOTT LABORATORIES COM 002824100 53,607 640,701 SH   SOLE   53,607 0 0
ACCENTURE PLC SHS CLASS A G1151C101 232,516 1,208,819 SH   SOLE   232,516 0 0
AES CORP/VA COM 00130H105 5,298 324,219 SH   SOLE   5,298 0 0
ALIGN TECHNOLOGY INC COM 016255101 12,031 66,499 SH   SOLE   12,031 0 0
ALPHABET INC CAP STK CL A 02079K305 340,923 279,184 SH   SOLE   340,923 0 0
AMAZON.COM INC COM 023135106 262,994 151,502 SH   SOLE   262,994 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 4,235 157,039 SH   SOLE   4,235 0 0
AMERICAN FINANCIAL GROUP INC/OH COM 025932104 9,884 91,644 SH   SOLE   9,884 0 0
AMERICAN INTERNATIONAL GROUP INC COM NEW 026874784 243,952 4,379,757 SH   SOLE   243,952 0 0
AMERICAN TOWER-REITS COM 03027X100 267,567 1,210,000 SH   SOLE   267,567 0 0
AMERISOURCEBERGEN CORP COM 03073E105 21,643 262,877 SH   SOLE   21,643 0 0
AMETEK INC COM 031100100 256,096 2,789,108 SH   SOLE   256,096 0 0
ANNALY MORTGAGE MGMT COM 035710409 4,855 551,759 SH   SOLE   4,855 0 0
ANSYS INC COM 03662Q105 119,188 538,435 SH   SOLE   119,188 0 0
ARROW ELECTRONICS INC COM 042735100 11,183 149,953 SH   SOLE   11,183 0 0
ATHENE HOLDING LTD CL A G0684D107 11,262 267,767 SH   SOLE   11,262 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 82,464 510,866 SH   SOLE   82,464 0 0
AUTOZONE INC COM 053332102 12,096 11,152 SH   SOLE   12,096 0 0
AVERY DENNISON CORP COM 053611109 3,522 31,011 SH   SOLE   3,522 0 0
AXA EQUITABLE HOLDINGS INC COM 054561105 2,727 123,069 SH   SOLE   2,727 0 0
BECTON DICKINSON AND CO COM 075887109 96,048 379,696 SH   SOLE   96,048 0 0
BEST BUY CO INC COM 086516101 27,125 393,171 SH   SOLE   27,125 0 0
BOOKING HOLDINGS INC COM 09857L108 47,291 24,096 SH   SOLE   47,291 0 0
BOSTON SCIENTIFIC CORP COM 101137107 215,271 5,290,522 SH   SOLE   215,271 0 0
BRIGHTHOUSE FINANCIAL INC COM 10922N103 7,402 182,905 SH   SOLE   7,402 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 9,118 179,815 SH   SOLE   9,118 0 0
BROADRIDGE FINANCIAL SOLUTIONS INC COM 11133T103 19,220 154,462 SH   SOLE   19,220 0 0
BURLINGTON STORES INC COM 122017106 5,866 29,356 SH   SOLE   5,866 0 0
CABOT OIL & GAS CORP COM 127097103 3,415 194,340 SH   SOLE   3,415 0 0
CARDINAL HEALTH INC COM 14149Y108 12,392 262,602 SH   SOLE   12,392 0 0
CBS CORP CL B 124857202 11,187 277,112 SH   SOLE   11,187 0 0
CDW CORP/DE COM 12514G108 11,499 93,306 SH   SOLE   11,499 0 0
CELANESE CORP COM 150870103 6,155 50,332 SH   SOLE   6,155 0 0
CHECK POINT SOFTWARE TECHNOLOGIES LTD ORD M22465104 104,728 956,418 SH   SOLE   104,728 0 0
CHEMOURS CO/THE COM 163851108 7,494 501,584 SH   SOLE   7,494 0 0
CHEVRON CORP COM 166764100 302,898 2,553,949 SH   SOLE   302,898 0 0
CIMAREX ENERGY CO COM 171798101 8,809 183,741 SH   SOLE   8,809 0 0
CISCO SYSTEMS INC COM 17275R102 41,084 831,488 SH   SOLE   41,084 0 0
CITIGROUP INC COM NEW 172967424 214,210 3,100,900 SH   SOLE   214,210 0 0
CITRIX SYSTEMS INC COM 177376100 22,903 237,290 SH   SOLE   22,903 0 0
CME GROUP INC COM 12572Q105 298,957 1,414,578 SH   SOLE   298,957 0 0
COCA-COLA CO/THE COM 191216100 99,164 1,821,525 SH   SOLE   99,164 0 0
COLGATE-PALMOLIVE CO COM 194162103 78,238 1,064,314 SH   SOLE   78,238 0 0
CONSTELLATION BRANDS INC CL A 21036P108 14,703 70,934 SH   SOLE   14,703 0 0
CONTINENTAL RESOURCES INC/OK COM 212015101 3,945 128,140 SH   SOLE   3,945 0 0
DELTA AIR LINES INC COM NEW 247361702 15,710 272,736 SH   SOLE   15,710 0 0
DISCOVERY INC COM SER C 25470F302 5,939 235,069 SH   SOLE   5,939 0 0
DISH NETWORK CORP CL A 25470M109 37,256 1,093,502 SH   SOLE   37,256 0 0
DOMINO'S PIZZA INC COM 25754A201 8,106 33,142 SH   SOLE   8,106 0 0
ECOLAB INC COM 278865100 208,131 1,050,955 SH   SOLE   208,131 0 0
ERIE INDEMNITY CO CL A 29530P102 1,703 9,173 SH   SOLE   1,703 0 0
EVEREST RE GROUP LTD COM G3223R108 7,982 29,997 SH   SOLE   7,982 0 0
F5 NETWORKS INC COM 315616102 16,053 114,321 SH   SOLE   16,053 0 0
FACEBOOK INC CL A 30303M102 296,032 1,662,353 SH   SOLE   296,032 0 0
FACTSET RESEARCH SYSTEMS INC COM 303075105 23,699 97,538 SH   SOLE   23,699 0 0
FLIR SYSTEMS INC COM 302445101 164,377 3,125,626 SH   SOLE   164,377 0 0
FORTINET INC COM 34959E109 4,984 64,936 SH   SOLE   4,984 0 0
FREEPORT-MCMORAN INC CL B 35671D857 11,200 1,170,360 SH   SOLE   11,200 0 0
GAP INC/THE COM 364760108 9,384 540,579 SH   SOLE   9,384 0 0
H&R BLOCK INC COM 093671105 70,875 3,000,649 SH   SOLE   70,875 0 0
HANESBRANDS INC COM 410345102 2,315 151,088 SH   SOLE   2,315 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 3,226 82,349 SH   SOLE   3,226 0 0
HENRY SCHEIN INC COM 806407102 4,352 68,532 SH   SOLE   4,352 0 0
HEWLETT PACKARD ENTERPRISE CO COM 42824C109 9,703 639,615 SH   SOLE   9,703 0 0
HOLLYFRONTIER CORP COM 436106108 17,593 327,986 SH   SOLE   17,593 0 0
HP INC COM 40434L105 51,413 2,717,407 SH   SOLE   51,413 0 0
IAC/INTERACTIVECORP COM 44919P508 20,218 92,757 SH   SOLE   20,218 0 0
IDEXX LABORATORIES INC COM 45168D104 22,915 84,268 SH   SOLE   22,915 0 0
INTERNATIONAL PAPER CO COM 460146103 6,755 161,525 SH   SOLE   6,755 0 0
INTERPUBLIC GROUP OF COS INC/THE COM 460690100 3,795 176,005 SH   SOLE   3,795 0 0
INTUIT INC COM 461202103 98,135 369,010 SH   SOLE   98,135 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 177,527 328,796 SH   SOLE   177,527 0 0
IONIS PHARMACEUTICALS INC COM 462222100 3,184 53,148 SH   SOLE   3,184 0 0
JOHNSON & JOHNSON COM 478160104 192,585 1,488,522 SH   SOLE   192,585 0 0
JONES LANG LASALLE INC COM 48020Q107 5,998 43,136 SH   SOLE   5,998 0 0
KELLOGG CO COM 487836108 32,398 503,464 SH   SOLE   32,398 0 0
KEURIG DR PEPPER INC COM 49271V100 24,352 891,344 SH   SOLE   24,352 0 0
KIMBERLY-CLARK CORP COM 494368103 23,472 165,239 SH   SOLE   23,472 0 0
KLA CORP COM NEW 482480100 11,465 71,903 SH   SOLE   11,465 0 0
KOHL'S CORP COM 500255104 18,780 378,162 SH   SOLE   18,780 0 0
KROGER CO/THE COM 501044101 42,816 1,660,832 SH   SOLE   42,816 0 0
LAM RESEARCH CORP COM 512807108 36,814 159,290 SH   SOLE   36,814 0 0
LAMB WESTON HOLDINGS INC COM 513272104 4,786 65,809 SH   SOLE   4,786 0 0
LENNOX INTERNATIONAL INC COM 526107107 7,476 30,769 SH   SOLE   7,476 0 0
LULULEMON ATHLETICA INC COM 550021109 7,833 40,682 SH   SOLE   7,833 0 0
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 25,328 283,086 SH   SOLE   25,328 0 0
MACY'S INC COM 55616P104 10,326 664,476 SH   SOLE   10,326 0 0
MANPOWERGROUP INC COM 56418H100 7,708 91,506 SH   SOLE   7,708 0 0
MARATHON PETROLEUM CORP COM 56585A102 15,062 247,939 SH   SOLE   15,062 0 0
MARSH & MCLENNAN COS INC COM 571748102 180,990 1,809,000 SH   SOLE   180,990 0 0
MASCO CORP COM 574599106 15,437 370,372 SH   SOLE   15,437 0 0
MCDONALD'S CORP COM 580135101 288,123 1,341,916 SH   SOLE   288,123 0 0
MCKESSON CORP COM 58155Q103 11,677 85,442 SH   SOLE   11,677 0 0
MEDTRONIC PLC SHS G5960L103 73,197 673,878 SH   SOLE   73,197 0 0
MERCK & CO INC COM 58933Y105 22,057 262,019 SH   SOLE   22,057 0 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 19,630 27,867 SH   SOLE   19,630 0 0
MICRON TECHNOLOGY INC COM 595112103 72,197 1,684,872 SH   SOLE   72,197 0 0
MICROSOFT CORP COM 594918104 729,490 5,246,997 SH   SOLE   729,490 0 0
MONDELEZ INTERNATIONAL INC CL A 609207105 116,645 2,108,550 SH   SOLE   116,645 0 0
MOODY'S CORP COM 615369105 90,691 442,761 SH   SOLE   90,691 0 0
MSCI INC COM 55354G100 61,261 281,337 SH   SOLE   61,261 0 0
NEKTAR THERAPEUTICS COM 640268108 6,792 372,895 SH   SOLE   6,792 0 0
NETAPP INC COM 64110D104 27,036 514,871 SH   SOLE   27,036 0 0
NEWS CORP CL A 65249B109 1,979 142,187 SH   SOLE   1,979 0 0
NIKE INC CL B 654106103 318,844 3,394,842 SH   SOLE   318,844 0 0
NORDSTROM INC COM 655664100 9,720 288,676 SH   SOLE   9,720 0 0
NORTHROP GRUMMAN CORP COM 666807102 222,020 592,385 SH   SOLE   222,020 0 0
NRG ENERGY INC COM NEW 629377508 11,090 280,039 SH   SOLE   11,090 0 0
OMNICOM GROUP INC COM 681919106 14,445 184,482 SH   SOLE   14,445 0 0
ON SEMICONDUCTOR CORP COM 682189105 5,760 299,830 SH   SOLE   5,760 0 0
ORACLE CORP COM 68389X105 49,414 897,950 SH   SOLE   49,414 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 51,914 130,271 SH   SOLE   51,914 0 0
PACKAGING CORP OF AMERICA COM 695156109 8,070 76,056 SH   SOLE   8,070 0 0
PAYPAL HOLDINGS INC COM 70450Y103 82,683 798,178 SH   SOLE   82,683 0 0
PENTAIR PLC SHS G7S00T104 8,923 236,066 SH   SOLE   8,923 0 0
PEPSICO INC COM 713448108 100,408 732,370 SH   SOLE   100,408 0 0
PFIZER INC COM 717081103 8,199 228,204 SH   SOLE   8,199 0 0
PLAINS GP HOLDINGS LP LTD PARTNR INT A 72651A207 2,442 115,048 SH   SOLE   2,442 0 0
PRINCIPAL FINANCIAL GROUP INC COM 74251V102 24,453 427,952 SH   SOLE   24,453 0 0
PROCTER & GAMBLE CO/THE COM 742718109 34,177 274,781 SH   SOLE   34,177 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 41,269 458,795 SH   SOLE   41,269 0 0
REINSURANCE GROUP OF AMERICA INC COM NEW 759351604 7,645 47,817 SH   SOLE   7,645 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 6,026 31,148 SH   SOLE   6,026 0 0
ROBERT HALF INTERNATIONAL INC COM 770323103 12,556 225,583 SH   SOLE   12,556 0 0
ROCKWELL AUTOMATION INC COM 773903109 17,589 106,728 SH   SOLE   17,589 0 0
S&P GLOBAL INC COM 78409V104 39,143 159,780 SH   SOLE   39,143 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 23,180 430,935 SH   SOLE   23,180 0 0
SEI INVESTMENTS CO COM 784117103 8,824 148,919 SH   SOLE   8,824 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106 278,344 506,200 SH   SOLE   278,344 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 9,061 1,448,580 SH   SOLE   9,061 0 0
SOUTHWEST AIRLINES CO COM 844741108 13,280 245,885 SH   SOLE   13,280 0 0
SPRINT CORP COM 85207U105 5,818 942,998 SH   SOLE   5,818 0 0
STEEL DYNAMICS INC COM 858119100 13,300 446,313 SH   SOLE   13,300 0 0
STRYKER CORP COM 863667101 225,016 1,040,295 SH   SOLE   225,016 0 0
SWIFT TRANSPORTATION CO CL A 499049104 5,941 163,672 SH   SOLE   5,941 0 0
SYSCO CORP COM 871829107 17,711 223,066 SH   SOLE   17,711 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 874039100 224,399 4,827,853 SH   SOLE   224,399 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 288,683 991,119 SH   SOLE   288,683 0 0
TIFFANY & CO COM 886547108 123,744 1,335,900 SH   SOLE   123,744 0 0
TORCHMARK CORP COM 891027104 7,469 77,997 SH   SOLE   7,469 0 0
TRIPADVISOR INC COM 896945201 3,933 101,678 SH   SOLE   3,933 0 0
TWDC ENTERPRISES 18 CORP COM DISNEY 254687106 124,142 952,591 SH   SOLE   124,142 0 0
TYSON FOODS INC CL A 902494103 14,440 167,636 SH   SOLE   14,440 0 0
UNITED AIRLINES HOLDINGS INC COM 910047109 9,869 111,625 SH   SOLE   9,869 0 0
UNITED RENTALS INC COM 911363109 3,616 29,012 SH   SOLE   3,616 0 0
UNITEDHEALTH GROUP INC COM 91324P102 227,879 1,048,589 SH   SOLE   227,879 0 0
UNUM GROUP COM 91529Y106 2,159 72,654 SH   SOLE   2,159 0 0
VERISIGN INC COM 92343E102 57,462 304,627 SH   SOLE   57,462 0 0
VIACOM INC CL B 92553P201 10,339 430,235 SH   SOLE   10,339 0 0
VISA INC COM CL A 92826C839 486,570 2,828,731 SH   SOLE   486,570 0 0
VMWARE INC CL A COM 928563402 11,394 75,932 SH   SOLE   11,394 0 0
VOYA FINANCIAL INC COM 929089100 3,504 64,366 SH   SOLE   3,504 0 0
WATERS CORP COM 941848103 7,010 31,404 SH   SOLE   7,010 0 0
WESTERN DIGITAL CORP COM 958102105 13,587 227,809 SH   SOLE   13,587 0 0
WESTLAKE CHEMICAL CORP COM 960413102 2,345 35,788 SH   SOLE   2,345 0 0
WESTROCK CO COM 96145D105 4,301 118,002 SH   SOLE   4,301 0 0
WW GRAINGER INC COM 384802104 13,658 45,962 SH   SOLE   13,658 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 8,803 294,323 SH   SOLE   8,803 0 0
YUM! BRANDS INC COM 988498101 29,155 257,027 SH   SOLE   29,155 0 0
ZOETIS INC CL A 98978V103 33,314 267,388 SH   SOLE   33,314 0 0