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 37,953 218,971 SH   SOLE 218,971 0 0
51JOB INC SP ADR REP COM 316827104 1,327 17,600 SH   SOLE 17,600 0 0
ABBVIE INC COM 00287Y109 59,713 821,199 SH   SOLE 821,199 0 0
ACTIVISION BLIZZARD INC COM 00507V109 14,057 297,796 SH   SOLE 297,796 0 0
ACUITY BRANDS INC COM 00508Y102 2,375 17,218 SH   SOLE 17,218 0 0
ADOBE INC COM 00724F101 56,377 191,338 SH   SOLE 191,338 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,527 29,363 SH   SOLE 29,363 0 0
AES CORP COM 00130H105 4,427 264,213 SH   SOLE 264,213 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 59,423 796,079 SH   SOLE 796,079 0 0
AGNC INVT CORP COM 00123Q104 2,671 158,870 SH   SOLE 158,870 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 5,116 63,832 SH   SOLE 63,832 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 117,991 696,400 SH   SOLE 696,400 0 0
ALLEGIANT TRAVEL CO COM 01748X102 9,565 66,634 SH   SOLE 66,634 0 0
ALLY FINL INC COM 02005N100 4,755 153,557 SH   SOLE 153,557 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 2,689 37,038 SH   SOLE 37,038 0 0
ALPHABET INC CAP STK CL C 02079K107 162,506 150,356 SH   SOLE 150,356 0 0
ALPHABET INC CAP STK CL A 02079K305 243,545 225,042 SH   SOLE 225,042 0 0
ALTRIA GROUP INC COM 02209S103 35,168 742,405 SH   SOLE 742,405 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,492 45,767 SH   SOLE 45,767 0 0
AMERICAN TOWER CORP NEW COM 03027X100 62,079 303,779 SH   SOLE 303,779 0 0
AMERIPRISE FINL INC COM 03076C106 7,461 51,383 SH   SOLE 51,383 0 0
ANSYS INC COM 03662Q105 74,654 364,550 SH   SOLE 364,550 0 0
ANTERO RES CORP COM 03674X106 482 87,520 SH   SOLE 87,520 0 0
ARAMARK COM 03852U106 3,776 104,766 SH   SOLE 104,766 0 0
ARCONIC INC COM 03965L100 4,255 164,905 SH   SOLE 164,905 0 0
ASSURANT INC COM 04621X108 2,331 21,927 SH   SOLE 21,927 0 0
AT&T INC COM 00206R102 96,075 2,868,334 SH   SOLE 2,868,334 0 0
AUTONATION INC COM 05329W102 657 15,668 SH   SOLE 15,668 0 0
AVANGRID INC COM 05351W103 1,109 21,957 SH   SOLE 21,957 0 0
BAKER HUGHES A GE CO CL A 05722G100 5,087 206,564 SH   SOLE 206,564 0 0
BAOZUN INC SPONSORED ADR 06684L103 508 10,200 SH   SOLE 10,200 0 0
BIOGEN INC COM 09062X103 28,742 122,889 SH   SOLE 122,889 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 6,024 70,313 SH   SOLE 70,313 0 0
BLACKROCK INC COM 09247X101 37,785 80,606 SH   SOLE 80,606 0 0
BOOKING HLDGS INC COM 09857L108 48,176 25,707 SH   SOLE 25,707 0 0
BOSTON PROPERTIES INC COM 101121101 7,887 61,172 SH   SOLE 61,172 0 0
BOSTON SCIENTIFIC CORP COM 101137107 22,743 529,347 SH   SOLE 529,347 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 22,526 148,926 SH   SOLE 148,926 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 29,742 656,196 SH   SOLE 656,196 0 0
BROADCOM INC COM 11135F101 68,801 239,063 SH   SOLE 239,063 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,266 49,090 SH   SOLE 49,090 0 0
BROWN & BROWN INC COM 115236101 3,063 91,500 SH   SOLE 91,500 0 0
BROWN FORMAN CORP CL B 115637209 7,176 129,267 SH   SOLE 129,267 0 0
BURLINGTON STORES INC COM 122017106 3,685 21,666 SH   SOLE 21,666 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4,873 57,770 SH   SOLE 57,770 0 0
CABOT OIL & GAS CORP COM 127097103 4,021 175,325 SH   SOLE 175,325 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 8,343 117,787 SH   SOLE 117,787 0 0
CAMPBELL SOUP CO COM 134429109 2,811 70,169 SH   SOLE 70,169 0 0
CAPITAL ONE FINL CORP COM 14040H105 15,508 170,868 SH   SOLE 170,868 0 0
CARDINAL HEALTH INC COM 14149Y108 5,534 117,531 SH   SOLE 117,531 0 0
CARMAX INC COM 143130102 4,999 57,597 SH   SOLE 57,597 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 7,314 157,179 SH   SOLE 157,179 0 0
CASEYS GEN STORES INC COM 147528103 20,835 133,577 SH   SOLE 133,577 0 0
CATERPILLAR INC DEL COM 149123101 30,050 220,419 SH   SOLE 220,419 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 4,856 46,809 SH   SOLE 46,809 0 0
CBRE GROUP INC CL A 12504L109 6,616 128,974 SH   SOLE 128,974 0 0
CBS CORP NEW CL B 124857202 6,441 129,096 SH   SOLE 129,096 0 0
CDW CORP COM 12514G108 30,236 272,373 SH   SOLE 272,373 0 0
CELANESE CORP DEL COM 150870103 5,519 51,192 SH   SOLE 51,192 0 0
CELGENE CORP COM 151020104 25,986 281,124 SH   SOLE 281,124 0 0
CENTENE CORP DEL COM 15135B101 8,445 161,078 SH   SOLE 161,078 0 0
CENTERPOINT ENERGY INC COM 15189T107 38,383 1,341,367 SH   SOLE 1,341,367 0 0
CENTURYLINK INC COM 156700106 4,995 424,207 SH   SOLE 424,207 0 0
CERNER CORP COM 156782104 9,059 123,719 SH   SOLE 123,719 0 0
CF INDS HLDGS INC COM 125269100 4,517 96,747 SH   SOLE 96,747 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 25,541 64,635 SH   SOLE 64,635 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,186 90,345 SH   SOLE 90,345 0 0
CHEVRON CORP NEW COM 166764100 91,877 739,003 SH   SOLE 739,003 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 7,464 10,196 SH   SOLE 10,196 0 0
CHURCH & DWIGHT INC COM 171340102 45,205 618,701 SH   SOLE 618,701 0 0
CIGNA CORP NEW COM 125523100 23,570 149,566 SH   SOLE 149,566 0 0
CIMAREX ENERGY CO COM 171798101 2,361 39,784 SH   SOLE 39,784 0 0
CINCINNATI FINL CORP COM 172062101 6,319 60,957 SH   SOLE 60,957 0 0
CINTAS CORP COM 172908105 7,185 30,270 SH   SOLE 30,270 0 0
CISCO SYS INC COM 17275R102 128,277 2,348,316 SH   SOLE 2,348,316 0 0
CIT GROUP INC COM NEW 125581801 2,318 44,320 SH   SOLE 44,320 0 0
CITIGROUP INC COM NEW 172967424 63,057 901,065 SH   SOLE 901,065 0 0
CITIZENS FINL GROUP INC COM 174610105 6,167 174,383 SH   SOLE 174,383 0 0
CITRIX SYS INC COM 177376100 5,300 54,001 SH   SOLE 54,001 0 0
CLOROX CO DEL COM 189054109 7,802 50,965 SH   SOLE 50,965 0 0
CME GROUP INC COM CL A 12572Q105 28,150 145,023 SH   SOLE 145,023 0 0
CMS ENERGY CORP COM 125896100 6,574 113,530 SH   SOLE 113,530 0 0
CNA FINL CORP COM 126117100 587 12,481 SH   SOLE 12,481 0 0
COCA COLA CO COM 191216100 76,546 1,503,708 SH   SOLE 1,503,708 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 30,865 486,943 SH   SOLE 486,943 0 0
COLGATE PALMOLIVE CO COM 194162103 39,385 549,874 SH   SOLE 549,874 0 0
COMCAST CORP NEW CL A 20030N101 74,200 1,754,769 SH   SOLE 1,754,769 0 0
COMERICA INC COM 200340107 3,913 53,881 SH   SOLE 53,881 0 0
COMMERCE BANCSHARES INC COM 200525103 2,250 37,696 SH   SOLE 37,696 0 0
CONAGRA BRANDS INC COM 205887102 5,191 195,845 SH   SOLE 195,845 0 0
CONCHO RES INC COM 20605P101 7,752 75,104 SH   SOLE 75,104 0 0
CONOCOPHILLIPS COM 20825C104 27,724 454,225 SH   SOLE 454,225 0 0
CONSOLIDATED EDISON INC COM 209115104 11,334 129,277 SH   SOLE 129,277 0 0
CONSTELLATION BRANDS INC CL A 21036P108 12,074 61,269 SH   SOLE 61,269 0 0
CONTINENTAL RESOURCES INC COM 212015101 1,508 35,842 SH   SOLE 35,842 0 0
COOPER COS INC COM NEW 216648402 6,882 20,462 SH   SOLE 20,462 0 0
COPART INC COM 217204106 5,016 67,126 SH   SOLE 67,126 0 0
CORNING INC COM 219350105 10,591 318,752 SH   SOLE 318,752 0 0
COSTAR GROUP INC COM 22160N109 7,784 14,035 SH   SOLE 14,035 0 0
COSTCO WHSL CORP NEW COM 22160K105 78,402 296,763 SH   SOLE 296,763 0 0
COTY INC COM CL A 222070203 2,074 154,869 SH   SOLE 154,869 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 21,715 166,699 SH   SOLE 166,699 0 0
CSX CORP COM 126408103 77,301 999,171 SH   SOLE 999,171 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 4,054 109,800 SH   SOLE 109,800 0 0
CUMMINS INC COM 231021106 9,398 54,867 SH   SOLE 54,867 0 0
CVS HEALTH CORP COM 126650100 27,160 498,309 SH   SOLE 498,309 0 0
D R HORTON INC COM 23331A109 5,643 130,783 SH   SOLE 130,783 0 0
DANAHER CORP DEL COM 235851102 62,619 438,220 SH   SOLE 438,220 0 0
DARDEN RESTAURANTS INC COM 237194105 6,106 50,171 SH   SOLE 50,171 0 0
DAVITA INC COM 23918K108 3,222 57,221 SH   SOLE 57,221 0 0
DEERE & CO COM 244199105 21,370 128,928 SH   SOLE 128,928 0 0
DELL TECHNOLOGIES INC CL C 24703L202 2,848 55,959 SH   SOLE 55,959 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4,020 70,814 SH   SOLE 70,814 0 0
DENTSPLY SIRONA INC COM 24906P109 5,449 93,392 SH   SOLE 93,392 0 0
DEVON ENERGY CORP NEW COM 25179M103 4,953 173,714 SH   SOLE 173,714 0 0
DEXCOM INC COM 252131107 5,159 34,164 SH   SOLE 34,164 0 0
DIAMONDBACK ENERGY INC COM 25278X109 6,889 63,213 SH   SOLE 63,213 0 0
DIGITAL RLTY TR INC COM 253868103 9,495 80,645 SH   SOLE 80,645 0 0
DISCOVER FINL SVCS COM 254709108 10,178 131,179 SH   SOLE 131,179 0 0
DISCOVERY INC COM SER A 25470F104 1,632 53,159 SH   SOLE 53,159 0 0
DISCOVERY INC COM SER C 25470F302 4,161 146,245 SH   SOLE 146,245 0 0
DISH NETWORK CORP CL A 25470M109 3,589 93,415 SH   SOLE 93,415 0 0
DISNEY WALT CO COM DISNEY 254687106 90,202 645,776 SH   SOLE 645,776 0 0
DOLLAR GEN CORP NEW COM 256677105 14,112 104,429 SH   SOLE 104,429 0 0
DOLLAR TREE INC COM 256746108 10,059 93,675 SH   SOLE 93,675 0 0
DOMINION ENERGY INC COM 25746U109 23,858 308,666 SH   SOLE 308,666 0 0
DOMINOS PIZZA INC COM 25754A201 4,961 17,843 SH   SOLE 17,843 0 0
DOVER CORP COM 260003108 5,581 55,714 SH   SOLE 55,714 0 0
DTE ENERGY CO COM 233331107 9,152 71,583 SH   SOLE 71,583 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 24,659 279,497 SH   SOLE 279,497 0 0
DUKE REALTY CORP COM NEW 264411505 4,617 146,119 SH   SOLE 146,119 0 0
DXC TECHNOLOGY CO COM 23355L106 6,367 115,491 SH   SOLE 115,491 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 4,275 95,836 SH   SOLE 95,836 0 0
EASTMAN CHEM CO COM 277432100 13,367 171,638 SH   SOLE 171,638 0 0
EBAY INC COM 278642103 13,049 330,397 SH   SOLE 330,397 0 0
ECOLAB INC COM 278865100 52,471 266,594 SH   SOLE 266,594 0 0
EDISON INTL COM 281020107 9,055 134,349 SH   SOLE 134,349 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 10,630 314,346 SH   SOLE 314,346 0 0
ELECTRONIC ARTS INC COM 285512109 12,113 119,608 SH   SOLE 119,608 0 0
EMERSON ELEC CO COM 291011104 14,769 221,324 SH   SOLE 221,324 0 0
ENBRIDGE INC COM 29250N105 252 6,982 SH   SOLE 6,982 0 0
ENCANA CORP COM 292505104 5,975 1,163,574 SH   SOLE 1,163,574 0 0
ENTERGY CORP NEW COM 29364G103 7,110 69,103 SH   SOLE 69,103 0 0
EOG RES INC COM 26875P101 20,823 223,462 SH   SOLE 223,462 0 0
EQT CORP COM 26884L109 1,662 104,984 SH   SOLE 104,984 0 0
EQUIFAX INC COM 294429105 6,808 50,324 SH   SOLE 50,324 0 0
EQUINIX INC COM PAR $0.001 29444U700 16,330 32,390 SH   SOLE 32,390 0 0
EQUITRANS MIDSTREAM CORPORAT COM 294600101 1,655 83,986 SH   SOLE 83,986 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 10,864 143,082 SH   SOLE 143,082 0 0
ESSEX PPTY TR INC COM 297178105 8,058 27,647 SH   SOLE 27,647 0 0
EVERGY INC COM 30034W106 6,293 104,579 SH   SOLE 104,579 0 0
EVERSOURCE ENERGY COM 30040W108 27,352 361,109 SH   SOLE 361,109 0 0
EXELON CORP COM 30161N101 16,409 342,250 SH   SOLE 342,250 0 0
EXPEDIA GROUP INC COM NEW 30212P303 6,765 50,854 SH   SOLE 50,854 0 0
EXPEDITORS INTL WASH INC COM 302130109 4,505 59,382 SH   SOLE 59,382 0 0
EXTRA SPACE STORAGE INC COM 30225T102 5,507 51,901 SH   SOLE 51,901 0 0
EXXON MOBIL CORP COM 30231G102 198,237 2,587,275 SH   SOLE 2,587,275 0 0
F M C CORP COM NEW 302491303 4,598 55,411 SH   SOLE 55,411 0 0
F5 NETWORKS INC COM 315616102 3,712 25,487 SH   SOLE 25,487 0 0
FACEBOOK INC CL A 30303M102 224,132 1,161,368 SH   SOLE 1,161,368 0 0
FASTENAL CO COM 311900104 7,817 239,898 SH   SOLE 239,898 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 3,913 30,416 SH   SOLE 30,416 0 0
FEDEX CORP COM 31428X106 15,382 93,647 SH   SOLE 93,647 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 4,502 111,930 SH   SOLE 111,930 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 15,566 126,928 SH   SOLE 126,928 0 0
FIFTH THIRD BANCORP COM 316773100 7,437 266,601 SH   SOLE 266,601 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 6,622 67,948 SH   SOLE 67,948 0 0
FIRSTENERGY CORP COM 337932107 8,730 203,870 SH   SOLE 203,870 0 0
FISERV INC COM 337738108 14,267 156,518 SH   SOLE 156,518 0 0
FIVE BELOW INC COM 33829M101 14,053 117,102 SH   SOLE 117,102 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 9,821 34,979 SH   SOLE 34,979 0 0
FLOWSERVE CORP COM 34354P105 2,718 51,578 SH   SOLE 51,578 0 0
FLUOR CORP NEW COM 343412102 1,913 56,808 SH   SOLE 56,808 0 0
FOOT LOCKER INC COM 344849104 1,940 46,281 SH   SOLE 46,281 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 15,429 1,508,961 SH   SOLE 1,508,961 0 0
FORTIVE CORP COM 34959J108 25,268 309,851 SH   SOLE 309,851 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 886 15,508 SH   SOLE 15,508 0 0
FRANKLIN RES INC COM 354613101 3,759 108,097 SH   SOLE 108,097 0 0
FREEPORT-MCMORAN INC CL B 35671D857 6,740 580,771 SH   SOLE 580,771 0 0
GALLAGHER ARTHUR J & CO COM 363576109 6,344 72,443 SH   SOLE 72,443 0 0
GAP INC DEL COM 364760108 1,382 76,929 SH   SOLE 76,929 0 0
GARRETT MOTION INC COM 366505105 409 26,609 SH   SOLE 26,609 0 0
GARTNER INC COM 366651107 5,838 36,309 SH   SOLE 36,309 0 0
GENERAL DYNAMICS CORP COM 369550108 18,857 103,748 SH   SOLE 103,748 0 0
GENERAL ELECTRIC CO COM 369604103 36,424 3,470,587 SH   SOLE 3,470,587 0 0
GENERAL MLS INC COM 370334104 12,734 242,314 SH   SOLE 242,314 0 0
GENERAL MTRS CO COM 37045V100 19,554 507,443 SH   SOLE 507,443 0 0
GENTEX CORP COM 371901109 2,524 102,500 SH   SOLE 102,500 0 0
GENUINE PARTS CO COM 372460105 5,060 48,877 SH   SOLE 48,877 0 0
GILEAD SCIENCES INC COM 375558103 44,800 663,121 SH   SOLE 663,121 0 0
GLOBAL PMTS INC COM 37940X102 9,886 61,752 SH   SOLE 61,752 0 0
GODADDY INC CL A 380237107 4,800 68,458 SH   SOLE 68,458 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 44,693 218,551 SH   SOLE 218,551 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 1,525 99,688 SH   SOLE 99,688 0 0
GRAINGER W W INC COM 384802104 5,008 18,669 SH   SOLE 18,669 0 0
HALLIBURTON CO COM 406216101 6,970 306,443 SH   SOLE 306,443 0 0
HANESBRANDS INC COM 410345102 2,621 152,407 SH   SOLE 152,407 0 0
HARLEY DAVIDSON INC COM 412822108 2,383 66,558 SH   SOLE 66,558 0 0
HARRIS CORP DEL COM 413875105 9,175 48,483 SH   SOLE 48,483 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 8,282 148,722 SH   SOLE 148,722 0 0
HASBRO INC COM 418056107 5,055 47,847 SH   SOLE 47,847 0 0
HCA HEALTHCARE INC COM 40412C101 31,948 236,260 SH   SOLE 236,260 0 0
HCP INC COM 40414L109 6,037 188,848 SH   SOLE 188,848 0 0
HELMERICH & PAYNE INC COM 423452101 12,126 239,627 SH   SOLE 239,627 0 0
HENRY JACK & ASSOC INC COM 426281101 12,352 92,232 SH   SOLE 92,232 0 0
HERSHEY CO COM 427866108 7,433 55,523 SH   SOLE 55,523 0 0
HESS CORP COM 42809H107 6,420 101,008 SH   SOLE 101,008 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 8,755 585,052 SH   SOLE 585,052 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 9,827 100,598 SH   SOLE 100,598 0 0
HOLLYFRONTIER CORP COM 436106108 3,101 67,016 SH   SOLE 67,016 0 0
HOLOGIC INC COM 436440101 4,356 90,804 SH   SOLE 90,804 0 0
HOME DEPOT INC COM 437076102 123,471 593,369 SH   SOLE 593,369 0 0
HONEYWELL INTL INC COM 438516106 74,449 426,348 SH   SOLE 426,348 0 0
HORMEL FOODS CORP COM 440452100 4,564 112,618 SH   SOLE 112,618 0 0
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 1,170 46,748 SH   SOLE 46,748 0 0
HOST HOTELS & RESORTS INC COM 44107P104 5,674 311,673 SH   SOLE 311,673 0 0
HP INC COM 40434L105 13,065 628,570 SH   SOLE 628,570 0 0
HUMANA INC COM 444859102 14,500 54,641 SH   SOLE 54,641 0 0
HUNT J B TRANS SVCS INC COM 445658107 3,394 37,146 SH   SOLE 37,146 0 0
HUNTINGTON BANCSHARES INC COM 446150104 5,692 412,017 SH   SOLE 412,017 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 3,849 17,109 SH   SOLE 17,109 0 0
IAC INTERACTIVECORP COM 44919P508 6,795 31,234 SH   SOLE 31,234 0 0
IDACORP INC COM 451107106 14,766 146,923 SH   SOLE 146,923 0 0
IDEXX LABS INC COM 45168D104 8,593 31,211 SH   SOLE 31,211 0 0
ILLINOIS TOOL WKS INC COM 452308109 17,460 115,795 SH   SOLE 115,795 0 0
ILLUMINA INC COM 452327109 55,069 149,535 SH   SOLE 149,535 0 0
INCYTE CORP COM 45337C102 6,283 73,947 SH   SOLE 73,947 0 0
INGREDION INC COM 457187102 2,351 28,512 SH   SOLE 28,512 0 0
INTEL CORP COM 458140100 84,406 1,763,052 SH   SOLE 1,763,052 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 19,558 228,166 SH   SOLE 228,166 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 49,180 356,558 SH   SOLE 356,558 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 6,141 42,318 SH   SOLE 42,318 0 0
INTERPUBLIC GROUP COS INC COM 460690100 3,578 158,705 SH   SOLE 158,705 0 0
INTL PAPER CO COM 460146103 23,995 553,526 SH   SOLE 553,526 0 0
INTUIT COM 461202103 25,580 97,886 SH   SOLE 97,886 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 55,233 105,328 SH   SOLE 105,328 0 0
INVITATION HOMES INC COM 46187W107 3,279 122,725 SH   SOLE 122,725 0 0
IPG PHOTONICS CORP COM 44980X109 2,324 15,064 SH   SOLE 15,064 0 0
IQVIA HLDGS INC COM 46266C105 10,441 64,938 SH   SOLE 64,938 0 0
IRON MTN INC NEW COM 46284V101 3,854 123,198 SH   SOLE 123,198 0 0
JABIL INC COM 466313103 2,143 67,821 SH   SOLE 67,821 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 4,659 55,229 SH   SOLE 55,229 0 0
JEFFERIES FINL GROUP INC COM 47233W109 2,555 132,966 SH   SOLE 132,966 0 0
JOHNSON & JOHNSON COM 478160104 203,738 1,464,844 SH   SOLE 1,464,844 0 0
JONES LANG LASALLE INC COM 48020Q107 12,398 88,115 SH   SOLE 88,115 0 0
JPMORGAN CHASE & CO COM 46625H100 210,117 1,879,820 SH   SOLE 1,879,820 0 0
JUNIPER NETWORKS INC COM 48203R104 3,763 141,266 SH   SOLE 141,266 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 5,195 42,666 SH   SOLE 42,666 0 0
KELLOGG CO COM 487836108 5,447 101,670 SH   SOLE 101,670 0 0
KEURIG DR PEPPER INC COM 49271V100 2,096 72,453 SH   SOLE 72,453 0 0
KEYCORP NEW COM 493267108 6,698 377,434 SH   SOLE 377,434 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 6,548 72,909 SH   SOLE 72,909 0 0
KIMBERLY CLARK CORP COM 494368103 18,404 138,047 SH   SOLE 138,047 0 0
KIMCO RLTY CORP COM 49446R109 3,303 178,893 SH   SOLE 178,893 0 0
KINDER MORGAN INC DEL COM 49456B101 28,513 1,366,556 SH   SOLE 1,366,556 0 0
KLA-TENCOR CORP COM 482480100 29,291 247,843 SH   SOLE 247,843 0 0
KOHLS CORP COM 500255104 2,713 57,079 SH   SOLE 57,079 0 0
KRAFT HEINZ CO COM 500754106 7,797 251,137 SH   SOLE 251,137 0 0
KROGER CO COM 501044101 6,937 319,593 SH   SOLE 319,593 0 0
L BRANDS INC COM 501797104 2,532 97,024 SH   SOLE 97,024 0 0
L3 TECHNOLOGIES INC COM 502413107 7,896 32,105 SH   SOLE 32,105 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 6,622 38,307 SH   SOLE 38,307 0 0
LAM RESEARCH CORP COM 512807108 11,391 60,643 SH   SOLE 60,643 0 0
LAMB WESTON HLDGS INC COM 513272104 3,844 60,682 SH   SOLE 60,682 0 0
LAS VEGAS SANDS CORP COM 517834107 8,248 139,476 SH   SOLE 139,476 0 0
LAUDER ESTEE COS INC CL A 518439104 15,662 85,573 SH   SOLE 85,573 0 0
LEAR CORP COM NEW 521865204 27,327 195,613 SH   SOLE 195,613 0 0
LEGGETT & PLATT INC COM 524660107 1,956 50,932 SH   SOLE 50,932 0 0
LENNAR CORP CL A 526057104 5,219 107,783 SH   SOLE 107,783 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 1,041 10,121 SH   SOLE 10,121 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 4,712 45,199 SH   SOLE 45,199 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 1,373 36,330 SH   SOLE 36,330 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 2,731 71,908 SH   SOLE 71,908 0 0
LIBERTY PPTY TR SH BEN INT 531172104 3,023 60,429 SH   SOLE 60,429 0 0
LILLY ELI & CO COM 532457108 75,223 679,058 SH   SOLE 679,058 0 0
LINCOLN NATL CORP IND COM 534187109 4,510 69,992 SH   SOLE 69,992 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,819 42,405 SH   SOLE 42,405 0 0
LIVENT CORP COM 53814L108 359 51,823 SH   SOLE 51,823 0 0
LKQ CORP COM 501889208 3,411 128,244 SH   SOLE 128,244 0 0
LOCKHEED MARTIN CORP COM 539830109 35,976 98,988 SH   SOLE 98,988 0 0
LOEWS CORP COM 540424108 6,309 115,408 SH   SOLE 115,408 0 0
LOWES COS INC COM 548661107 31,552 312,694 SH   SOLE 312,694 0 0
LULULEMON ATHLETICA INC COM 550021109 7,309 40,546 SH   SOLE 40,546 0 0
M & T BK CORP COM 55261F104 9,652 56,775 SH   SOLE 56,775 0 0
MACERICH CO COM 554382101 1,929 57,667 SH   SOLE 57,667 0 0
MACYS INC COM 55616P104 2,598 120,955 SH   SOLE 120,955 0 0
MANPOWERGROUP INC COM 56418H100 2,609 27,031 SH   SOLE 27,031 0 0
MARATHON OIL CORP COM 565849106 4,741 333,537 SH   SOLE 333,537 0 0
MARATHON PETE CORP COM 56585A102 14,903 266,676 SH   SOLE 266,676 0 0
MARKEL CORP COM 570535104 6,036 5,559 SH   SOLE 5,559 0 0
MARKETAXESS HLDGS INC COM 57060D108 14,032 43,658 SH   SOLE 43,658 0 0
MARRIOTT INTL INC NEW CL A 571903202 15,569 110,974 SH   SOLE 110,974 0 0
MARSH & MCLENNAN COS INC COM 571748102 20,115 201,821 SH   SOLE 201,821 0 0
MARTIN MARIETTA MATLS INC COM 573284106 6,179 26,849 SH   SOLE 26,849 0 0
MASCO CORP COM 574599106 3,894 99,211 SH   SOLE 99,211 0 0
MASTERCARD INCORPORATED CL A 57636Q104 93,448 353,327 SH   SOLE 353,327 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 6,826 114,120 SH   SOLE 114,120 0 0
MCCORMICK & CO INC COM NON VTG 579780206 7,904 51,017 SH   SOLE 51,017 0 0
MCDONALDS CORP COM 580135101 63,593 306,330 SH   SOLE 306,330 0 0
MCKESSON CORP COM 58155Q103 10,193 75,875 SH   SOLE 75,875 0 0
MDU RES GROUP INC COM 552690109 1,976 76,679 SH   SOLE 76,679 0 0
MERCADOLIBRE INC COM 58733R102 10,265 16,779 SH   SOLE 16,779 0 0
MERCK & CO INC COM 58933Y105 86,139 1,027,116 SH   SOLE 1,027,116 0 0
METLIFE INC COM 59156R108 14,191 285,797 SH   SOLE 285,797 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 7,384 8,801 SH   SOLE 8,801 0 0
MGE ENERGY INC COM 55277P104 12,759 174,679 SH   SOLE 174,679 0 0
MGM RESORTS INTERNATIONAL COM 552953101 5,627 197,025 SH   SOLE 197,025 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 7,205 83,146 SH   SOLE 83,146 0 0
MICRON TECHNOLOGY INC COM 595112103 16,619 430,587 SH   SOLE 430,587 0 0
MICROSOFT CORP COM 594918104 616,338 4,601,597 SH   SOLE 4,601,597 0 0
MID AMER APT CMNTYS INC COM 59522J103 5,446 46,254 SH   SOLE 46,254 0 0
MOHAWK INDS INC COM 608190104 3,762 25,538 SH   SOLE 25,538 0 0
MOLSON COORS BREWING CO CL B 60871R209 4,161 74,341 SH   SOLE 74,341 0 0
MONDELEZ INTL INC CL A 609207105 29,495 547,259 SH   SOLE 547,259 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 9,913 155,288 SH   SOLE 155,288 0 0
MOODYS CORP COM 615369105 12,475 63,516 SH   SOLE 63,516 0 0
MORGAN STANLEY COM NEW 617446448 21,368 487,698 SH   SOLE 487,698 0 0
MOSAIC CO NEW COM 61945C103 3,610 144,159 SH   SOLE 144,159 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 10,693 64,164 SH   SOLE 64,164 0 0
MSCI INC COM 55354G100 8,114 33,988 SH   SOLE 33,988 0 0
MURPHY OIL CORP COM 626717102 1,702 69,080 SH   SOLE 69,080 0 0
NASDAQ INC COM 631103108 4,619 48,022 SH   SOLE 48,022 0 0
NATIONAL OILWELL VARCO INC COM 637071101 3,578 160,997 SH   SOLE 160,997 0 0
NETAPP INC COM 64110D104 6,227 100,947 SH   SOLE 100,947 0 0
NETFLIX INC COM 64110L106 75,661 205,763 SH   SOLE 205,763 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 1,873 19,400 SH   SOLE 19,400 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 1,990 199,458 SH   SOLE 199,458 0 0
NEW YORK TIMES CO CL A 650111107 15,106 462,449 SH   SOLE 462,449 0 0
NEWELL BRANDS INC COM 651229106 2,789 180,910 SH   SOLE 180,910 0 0
NEWMONT MINING CORP COM 651639106 11,577 301,064 SH   SOLE 301,064 0 0
NEWS CORP NEW CL A 65249B109 2,060 152,665 SH   SOLE 152,665 0 0
NEWS CORP NEW CL B 65249B208 587 42,181 SH   SOLE 42,181 0 0
NEXTERA ENERGY INC COM 65339F101 39,140 191,074 SH   SOLE 191,074 0 0
NIKE INC CL B 654106103 40,296 480,599 SH   SOLE 480,599 0 0
NISOURCE INC COM 65473P105 4,416 153,377 SH   SOLE 153,377 0 0
NOBLE ENERGY INC COM 655044105 4,626 206,556 SH   SOLE 206,556 0 0
NORDSTROM INC COM 655664100 1,613 50,660 SH   SOLE 50,660 0 0
NORFOLK SOUTHERN CORP COM 655844108 19,696 98,895 SH   SOLE 98,895 0 0
NORTHERN TR CORP COM 665859104 7,646 84,927 SH   SOLE 84,927 0 0
NORTHROP GRUMMAN CORP COM 666807102 20,663 63,977 SH   SOLE 63,977 0 0
NRG ENERGY INC COM NEW 629377508 4,114 117,183 SH   SOLE 117,183 0 0
NUCOR CORP COM 670346105 6,697 121,561 SH   SOLE 121,561 0 0
NVIDIA CORP COM 67066G104 37,628 229,207 SH   SOLE 229,207 0 0
NVR INC COM 62944T105 4,594 1,370 SH   SOLE 1,370 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 11,122 30,116 SH   SOLE 30,116 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 26,535 527,950 SH   SOLE 527,950 0 0
OGE ENERGY CORP COM 670837103 18,507 434,785 SH   SOLE 434,785 0 0
OLD DOMINION FGHT LINES INC COM 679580100 34,619 231,927 SH   SOLE 231,927 0 0
OLD REP INTL CORP COM 680223104 2,342 104,602 SH   SOLE 104,602 0 0
OMNICOM GROUP INC COM 681919106 21,735 265,138 SH   SOLE 265,138 0 0
ON SEMICONDUCTOR CORP COM 682189105 17,340 857,357 SH   SOLE 857,357 0 0
ONEOK INC NEW COM 682680103 10,834 157,487 SH   SOLE 157,487 0 0
ORACLE CORP COM 68389X105 53,103 934,175 SH   SOLE 934,175 0 0
PACCAR INC COM 693718108 27,024 377,063 SH   SOLE 377,063 0 0
PACKAGING CORP AMER COM 695156109 3,510 36,800 SH   SOLE 36,800 0 0
PALO ALTO NETWORKS INC COM 697435105 7,431 36,498 SH   SOLE 36,498 0 0
PARK HOTELS RESORTS INC COM 700517105 2,249 81,639 SH   SOLE 81,639 0 0
PARKER HANNIFIN CORP COM 701094104 8,499 49,988 SH   SOLE 49,988 0 0
PAYCHEX INC COM 704326107 10,312 125,300 SH   SOLE 125,300 0 0
PAYPAL HLDGS INC COM 70450Y103 74,313 649,335 SH   SOLE 649,335 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 2,012 119,845 SH   SOLE 119,845 0 0
PEPSICO INC COM 713448108 72,950 556,661 SH   SOLE 556,661 0 0
PFIZER INC COM 717081103 96,857 2,235,078 SH   SOLE 2,235,078 0 0
PG&E CORP COM 69331C108 4,985 217,650 SH   SOLE 217,650 0 0
PHILIP MORRIS INTL INC COM 718172109 65,705 836,841 SH   SOLE 836,841 0 0
PHILLIPS 66 COM 718546104 14,150 151,343 SH   SOLE 151,343 0 0
PINDUODUO INC SPONSORED ADS 722304102 1,456 70,600 SH   SOLE 70,600 0 0
PINNACLE WEST CAP CORP COM 723484101 2,578 27,412 SH   SOLE 27,412 0 0
PIONEER NAT RES CO COM 723787107 10,313 67,065 SH   SOLE 67,065 0 0
PNC FINL SVCS GROUP INC COM 693475105 38,821 283,209 SH   SOLE 283,209 0 0
POLARIS INDS INC COM 731068102 2,243 24,603 SH   SOLE 24,603 0 0
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PPL CORP COM 69351T106 9,085 293,033 SH   SOLE 293,033 0 0
PRICE T ROWE GROUP INC COM 74144T108 9,391 85,601 SH   SOLE 85,601 0 0
PRIMERICA INC COM 74164M108 16,540 137,607 SH   SOLE 137,607 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 6,483 111,985 SH   SOLE 111,985 0 0
PROCTER AND GAMBLE CO COM 742718109 107,035 977,804 SH   SOLE 977,804 0 0
PROGRESSIVE CORP OHIO COM 743315103 42,362 529,857 SH   SOLE 529,857 0 0
PROLOGIS INC COM 74340W103 19,786 247,108 SH   SOLE 247,108 0 0
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PTC INC COM 69370C100 3,831 42,675 SH   SOLE 42,675 0 0
PUBLIC STORAGE COM 74460D109 14,657 61,551 SH   SOLE 61,551 0 0
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PULTE GROUP INC COM 745867101 3,168 100,142 SH   SOLE 100,142 0 0
PVH CORP COM 693656100 3,020 31,905 SH   SOLE 31,905 0 0
QEP RES INC COM 74733V100 121 16,809 SH   SOLE 16,809 0 0
QORVO INC COM 74736K101 3,592 53,898 SH   SOLE 53,898 0 0
QUALCOMM INC COM 747525103 36,228 476,346 SH   SOLE 476,346 0 0
QUEST DIAGNOSTICS INC COM 74834L100 5,085 49,954 SH   SOLE 49,954 0 0
QURATE RETAIL INC COM SER A 74915M100 2,202 177,920 SH   SOLE 177,920 0 0
RALPH LAUREN CORP CL A 751212101 2,577 22,697 SH   SOLE 22,697 0 0
RANGE RES CORP COM 75281A109 640 91,564 SH   SOLE 91,564 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 4,562 53,967 SH   SOLE 53,967 0 0
RAYTHEON CO COM NEW 755111507 48,269 277,519 SH   SOLE 277,519 0 0
REALTY INCOME CORP COM 756109104 8,723 126,543 SH   SOLE 126,543 0 0
RED HAT INC COM 756577102 13,332 71,030 SH   SOLE 71,030 0 0
REGENCY CTRS CORP COM 758849103 4,034 60,432 SH   SOLE 60,432 0 0
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REGIONS FINL CORP NEW COM 7591EP100 5,697 381,724 SH   SOLE 381,724 0 0
REPUBLIC SVCS INC COM 760759100 7,469 86,236 SH   SOLE 86,236 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 307 14,107 SH   SOLE 14,107 0 0
RESMED INC COM 761152107 6,840 56,072 SH   SOLE 56,072 0 0
ROBERT HALF INTL INC COM 770323103 2,851 50,001 SH   SOLE 50,001 0 0
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ROLLINS INC COM 775711104 1,636 45,620 SH   SOLE 45,620 0 0
ROPER TECHNOLOGIES INC COM 776696106 36,936 100,740 SH   SOLE 100,740 0 0
ROSS STORES INC COM 778296103 14,267 143,939 SH   SOLE 143,939 0 0
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SALESFORCE COM INC COM 79466L302 42,814 282,535 SH   SOLE 282,535 0 0
SANOFI RIGHT 12/31/2020 80105N113 23 44,077 SH   SOLE 44,077 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 1,112 46,423 SH   SOLE 46,423 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 10,154 45,160 SH   SOLE 45,160 0 0
SCHEIN HENRY INC COM 806407102 12,896 184,538 SH   SOLE 184,538 0 0
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SCHWAB CHARLES CORP NEW COM 808513105 18,965 471,701 SH   SOLE 471,701 0 0
SEALED AIR CORP NEW COM 81211K100 2,565 59,937 SH   SOLE 59,937 0 0
SEI INVESTMENTS CO COM 784117103 2,915 51,939 SH   SOLE 51,939 0 0
SEMPRA ENERGY COM 816851109 14,116 102,731 SH   SOLE 102,731 0 0
SERVICENOW INC COM 81762P102 18,890 68,540 SH   SOLE 68,540 0 0
SHERWIN WILLIAMS CO COM 824348106 15,061 32,904 SH   SOLE 32,904 0 0
SIMON PPTY GROUP INC NEW COM 828806109 19,341 121,045 SH   SOLE 121,045 0 0
SIRIUS XM HLDGS INC COM 82968B103 3,150 562,921 SH   SOLE 562,921 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 16,723 216,408 SH   SOLE 216,408 0 0
SL GREEN RLTY CORP COM 78440X101 2,742 34,207 SH   SOLE 34,207 0 0
SMUCKER J M CO COM NEW 832696405 5,349 46,425 SH   SOLE 46,425 0 0
SNAP ON INC COM 833034101 20,934 126,468 SH   SOLE 126,468 0 0
SOUTHERN CO COM 842587107 21,772 393,959 SH   SOLE 393,959 0 0
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SPRINT CORP COM SER 1 85207U105 1,644 249,985 SH   SOLE 249,985 0 0
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SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4,584 79,580 SH   SOLE 79,580 0 0
STANLEY BLACK & DECKER INC COM 854502101 8,313 57,501 SH   SOLE 57,501 0 0
STARBUCKS CORP COM 855244109 39,939 476,432 SH   SOLE 476,432 0 0
STATE STR CORP COM 857477103 18,697 333,420 SH   SOLE 333,420 0 0
STEEL DYNAMICS INC COM 858119100 30,163 998,289 SH   SOLE 998,289 0 0
STRYKER CORP COM 863667101 62,039 301,848 SH   SOLE 301,848 0 0
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SYMANTEC CORP COM 871503108 5,702 261,966 SH   SOLE 261,966 0 0
SYNCHRONY FINL COM 87165B103 9,979 288,116 SH   SOLE 288,116 0 0
SYNOPSYS INC COM 871607107 7,785 60,429 SH   SOLE 60,429 0 0
SYSCO CORP COM 871829107 13,192 186,840 SH   SOLE 186,840 0 0
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TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 19,002 485,188 SH   SOLE 485,188 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,350 47,120 SH   SOLE 47,120 0 0
TAPESTRY INC COM 876030107 3,847 121,285 SH   SOLE 121,285 0 0
TARGA RES CORP COM 87612G101 3,420 87,113 SH   SOLE 87,113 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 5,851 117,241 SH   SOLE 117,241 0 0
TELEFLEX INC COM 879369106 6,334 19,134 SH   SOLE 19,134 0 0
TESLA INC COM 88160R101 12,331 55,192 SH   SOLE 55,192 0 0
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TEXTRON INC COM 883203101 3,667 69,156 SH   SOLE 69,156 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 77,104 262,615 SH   SOLE 262,615 0 0
TIFFANY & CO NEW COM 886547108 4,460 47,667 SH   SOLE 47,667 0 0
TJX COS INC NEW COM 872540109 61,183 1,157,462 SH   SOLE 1,157,462 0 0
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TORCHMARK CORP COM 891027104 3,369 37,651 SH   SOLE 37,651 0 0
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TRACTOR SUPPLY CO COM 892356106 4,942 45,430 SH   SOLE 45,430 0 0
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TRANSUNION COM 89400J107 5,766 78,510 SH   SOLE 78,510 0 0
TRIMBLE INC COM 896239100 39,197 868,816 SH   SOLE 868,816 0 0
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TWITTER INC COM 90184L102 10,396 297,874 SH   SOLE 297,874 0 0
TYSON FOODS INC CL A 902494103 26,380 326,935 SH   SOLE 326,935 0 0
UDR INC COM 902653104 4,636 103,272 SH   SOLE 103,272 0 0
ULTA BEAUTY INC COM 90384S303 37,104 106,932 SH   SOLE 106,932 0 0
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UNION PAC CORP COM 907818108 86,996 514,371 SH   SOLE 514,371 0 0
UNITED CONTL HLDGS INC COM 910047109 2,590 29,585 SH   SOLE 29,585 0 0
UNITED PARCEL SERVICE INC CL B 911312106 27,534 266,652 SH   SOLE 266,652 0 0
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US BANCORP DEL COM NEW 902973304 56,811 1,085,120 SH   SOLE 1,085,120 0 0
V F CORP COM 918204108 11,127 127,250 SH   SOLE 127,250 0 0
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VENTAS INC COM 92276F100 10,872 159,104 SH   SOLE 159,104 0 0
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VIACOM INC NEW CL B 92553P201 4,417 147,804 SH   SOLE 147,804 0 0
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VISA INC COM CL A 92826C839 225,016 1,303,118 SH   SOLE 1,303,118 0 0
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VMWARE INC CL A COM 928563402 4,904 29,332 SH   SOLE 29,332 0 0
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VULCAN MATLS CO COM 929160109 7,686 56,000 SH   SOLE 56,000 0 0
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WEINGARTEN RLTY INVS SH BEN INT 948741103 409 14,931 SH   SOLE 14,931 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 5,749 20,162 SH   SOLE 20,162 0 0
WELLS FARGO CO NEW COM 949746101 103,205 2,181,698 SH   SOLE 2,181,698 0 0
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WESTERN UN CO COM 959802109 3,709 186,521 SH   SOLE 186,521 0 0
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WESTROCK CO COM 96145D105 3,909 107,309 SH   SOLE 107,309 0 0
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WHIRLPOOL CORP COM 963320106 3,604 25,333 SH   SOLE 25,333 0 0
WILLIAMS COS INC DEL COM 969457100 13,567 484,111 SH   SOLE 484,111 0 0
WORKDAY INC CL A 98138H101 11,935 58,053 SH   SOLE 58,053 0 0
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WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,320 41,598 SH   SOLE 41,598 0 0
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XCEL ENERGY INC COM 98389B100 12,247 205,851 SH   SOLE 205,851 0 0
XEROX CORP COM NEW 984121608 2,685 75,845 SH   SOLE 75,845 0 0
XILINX INC COM 983919101 11,675 99,010 SH   SOLE 99,010 0 0
XPO LOGISTICS INC COM 983793100 2,415 41,814 SH   SOLE 41,814 0 0
XYLEM INC COM 98419M100 35,582 425,625 SH   SOLE 425,625 0 0
YUM BRANDS INC COM 988498101 13,944 126,160 SH   SOLE 126,160 0 0
YUM CHINA HLDGS INC COM 98850P109 7,034 152,309 SH   SOLE 152,309 0 0
ZILLOW GROUP INC CL A 98954M101 854 18,658 SH   SOLE 18,658 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 1,909 41,151 SH   SOLE 41,151 0 0
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ZIONS BANCORPORATION N A COM 989701107 3,400 73,921 SH   SOLE 73,921 0 0
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