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 16,999 96,358 SH   SOLE N/A 96,358 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5,084 24,142 SH   SOLE N/A 24,142 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,919 82,778 SH   SOLE N/A 82,778 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 4,712 55,609 SH   SOLE N/A 55,609 0 0
AFLAC INC COM 001055102 8,057 152,304 SH   SOLE N/A 152,304 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 1,857 21,769 SH   SOLE N/A 21,769 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 11,621 134,535 SH   SOLE N/A 134,535 0 0
ALBEMARLE CORP COM 012653101 10,139 138,814 SH   SOLE N/A 138,814 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 21,145 195,515 SH   SOLE N/A 195,515 0 0
ALIGN TECHNOLOGY INC COM 016255101 3,379 12,110 SH   SOLE N/A 12,110 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 477 23,069 SH   SOLE N/A 23,069 0 0
ALLEGIANT TRAVEL CO COM 01748X102 943 5,420 SH   SOLE N/A 5,420 0 0
ALLETE INC COM NEW 018522300 811 9,996 SH   SOLE N/A 9,996 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 10,625 94,700 SH   SOLE N/A 94,700 0 0
ALLSTATE CORP COM 020002101 4,866 43,270 SH   SOLE N/A 43,270 0 0
ALPHABET INC CAP STK CL A 02079K305 8,283 6,184 SH   SOLE N/A 6,184 0 0
ALTRIA GROUP INC COM 02209S103 16,801 336,621 SH   SOLE N/A 336,621 0 0
AMEREN CORP COM 023608102 1,651 21,501 SH   SOLE N/A 21,501 0 0
AMERICAN EXPRESS CO COM 025816109 210 1,688 SH   SOLE N/A 1,688 0 0
AMERICAN STS WTR CO COM 029899101 653 7,534 SH   SOLE N/A 7,534 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 1,120 10,720 SH   SOLE N/A 10,720 0 0
AMERIPRISE FINL INC COM 03076C106 2,573 15,446 SH   SOLE N/A 15,446 0 0
AMERIS BANCORP COM 03076K108 1,316 30,941 SH   SOLE N/A 30,941 0 0
AMETEK INC NEW COM 031100100 6,347 63,639 SH   SOLE N/A 63,639 0 0
AMPHENOL CORP NEW CL A 032095101 4,763 44,005 SH   SOLE N/A 44,005 0 0
ANSYS INC COM 03662Q105 1,265 4,914 SH   SOLE N/A 4,914 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 4,637 89,787 SH   SOLE N/A 89,787 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 217 3,256 SH   SOLE N/A 3,256 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 5,214 112,488 SH   SOLE N/A 112,488 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 1,347 12,051 SH   SOLE N/A 12,051 0 0
ASSURANT INC COM 04621X108 268 2,045 SH   SOLE N/A 2,045 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107 657 17,490 SH   SOLE N/A 17,490 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 1,151 41,732 SH   SOLE N/A 41,732 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,830 10,731 SH   SOLE N/A 10,731 0 0
AVALONBAY CMNTYS INC COM 053484101 1,809 8,626 SH   SOLE N/A 8,626 0 0
BALL CORP COM 058498106 14,731 227,786 SH   SOLE N/A 227,786 0 0
BANCORPSOUTH BK TUPELO MISS COM 05971J102 463 14,750 SH   SOLE N/A 14,750 0 0
BANK AMER CORP COM 060505104 3,835 108,895 SH   SOLE N/A 108,895 0 0
BANK NEW YORK MELLON CORP COM 064058100 7,689 152,781 SH   SOLE N/A 152,781 0 0
BARNES GROUP INC COM 067806109 315 5,082 SH   SOLE N/A 5,082 0 0
BAXTER INTL INC COM 071813109 2,090 24,995 SH   SOLE N/A 24,995 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,385 41,433 SH   SOLE N/A 41,433 0 0
BLACK HILLS CORP COM 092113109 256 3,256 SH   SOLE N/A 3,256 0 0
BLACKBAUD INC COM 09227Q100 739 9,282 SH   SOLE N/A 9,282 0 0
BLACKROCK INC COM 09247X101 5,384 10,711 SH   SOLE N/A 10,711 0 0
BOEING CO COM 097023105 19,548 60,006 SH   SOLE N/A 60,006 0 0
BORGWARNER INC COM 099724106 2,870 66,161 SH   SOLE N/A 66,161 0 0
BOSTON BEER INC CL A 100557107 1,545 4,090 SH   SOLE N/A 4,090 0 0
BOYD GAMING CORP COM 103304101 2,368 79,105 SH   SOLE N/A 79,105 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,250 49,196 SH   SOLE N/A 49,196 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 8,701 125,452 SH   SOLE N/A 125,452 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 1,028 19,933 SH   SOLE N/A 19,933 0 0
CAPITAL ONE FINL CORP COM 14040H105 8,169 79,383 SH   SOLE N/A 79,383 0 0
CARDINAL HEALTH INC COM 14149Y108 928 18,354 SH   SOLE N/A 18,354 0 0
CARMAX INC COM 143130102 9,394 107,148 SH   SOLE N/A 107,148 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 214 4,308 SH   SOLE N/A 4,308 0 0
CATERPILLAR INC DEL COM 149123101 5,917 40,064 SH   SOLE N/A 40,064 0 0
CATHAY GEN BANCORP COM 149150104 605 15,902 SH   SOLE N/A 15,902 0 0
CBRE GROUP INC CL A 12504L109 6,893 112,469 SH   SOLE N/A 112,469 0 0
CELANESE CORP DEL COM 150870103 8,274 67,203 SH   SOLE N/A 67,203 0 0
CENTENE CORP DEL COM 15135B101 6,668 106,065 SH   SOLE N/A 106,065 0 0
CERNER CORP COM 156782104 903 12,309 SH   SOLE N/A 12,309 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,788 111,148 SH   SOLE N/A 111,148 0 0
CHEVRON CORP NEW COM 166764100 818 6,790 SH   SOLE N/A 6,790 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,639 11,515 SH   SOLE N/A 11,515 0 0
CHUBB LIMITED COM H1467J104 3,155 20,270 SH   SOLE N/A 20,270 0 0
CHURCH & DWIGHT INC COM 171340102 10,388 147,678 SH   SOLE N/A 147,678 0 0
CIGNA CORP NEW COM 125523100 9,232 45,146 SH   SOLE N/A 45,146 0 0
CIMAREX ENERGY CO COM 171798101 8,909 169,725 SH   SOLE N/A 169,725 0 0
CINCINNATI FINL CORP COM 172062101 6,816 64,821 SH   SOLE N/A 64,821 0 0
CITIGROUP INC COM NEW 172967424 1,163 14,552 SH   SOLE N/A 14,552 0 0
CITRIX SYS INC COM 177376100 13,751 123,993 SH   SOLE N/A 123,993 0 0
CME GROUP INC COM 12572Q105 891 4,437 SH   SOLE N/A 4,437 0 0
CMS ENERGY CORP COM 125896100 6,807 108,319 SH   SOLE N/A 108,319 0 0
COCA COLA CO COM 191216100 5,742 103,743 SH   SOLE N/A 103,743 0 0
COCA COLA CONSOLIDATED INC COM 191098102 1,283 4,517 SH   SOLE N/A 4,517 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 1,143 17,372 SH   SOLE N/A 17,372 0 0
COGNEX CORP COM 192422103 3,743 66,787 SH   SOLE N/A 66,787 0 0
COLUMBIA BKG SYS INC COM 197236102 1,043 25,641 SH   SOLE N/A 25,641 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 884 8,824 SH   SOLE N/A 8,824 0 0
COMCAST CORP NEW CL A 20030N101 3,164 70,360 SH   SOLE N/A 70,360 0 0
COMPASS MINERALS INTL INC COM 20451N101 249 4,090 SH   SOLE N/A 4,090 0 0
COOPER COS INC COM NEW 216648402 8,107 25,233 SH   SOLE N/A 25,233 0 0
CORNING INC COM 219350105 4,340 149,088 SH   SOLE N/A 149,088 0 0
COSTCO WHSL CORP NEW COM 22160K105 15,519 52,800 SH   SOLE N/A 52,800 0 0
CREE INC COM 225447101 5,288 114,593 SH   SOLE N/A 114,593 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 1,259 8,855 SH   SOLE N/A 8,855 0 0
CSX CORP COM 126408103 246 3,395 SH   SOLE N/A 3,395 0 0
CUMMINS INC COM 231021106 5,798 32,400 SH   SOLE N/A 32,400 0 0
CURTISS WRIGHT CORP COM 231561101 680 4,825 SH   SOLE N/A 4,825 0 0
CVS HEALTH CORP COM 126650100 5,852 78,778 SH   SOLE N/A 78,778 0 0
D R HORTON INC COM 23331A109 6,011 113,948 SH   SOLE N/A 113,948 0 0
DARDEN RESTAURANTS INC COM 237194105 9,751 89,449 SH   SOLE N/A 89,449 0 0
DECKERS OUTDOOR CORP COM 243537107 2,161 12,795 SH   SOLE N/A 12,795 0 0
DEERE & CO COM 244199105 894 5,161 SH   SOLE N/A 5,161 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,121 36,262 SH   SOLE N/A 36,262 0 0
DELUXE CORP COM 248019101 1,311 26,265 SH   SOLE N/A 26,265 0 0
DILLARDS INC CL A 254067101 278 3,782 SH   SOLE N/A 3,782 0 0
DISNEY WALT CO COM DISNEY 254687106 4,105 28,380 SH   SOLE N/A 28,380 0 0
DOMINION ENERGY INC COM 25746U109 3,372 40,719 SH   SOLE N/A 40,719 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 11,783 129,185 SH   SOLE N/A 129,185 0 0
DUKE REALTY CORP COM NEW 264411505 6,861 197,887 SH   SOLE N/A 197,887 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 1,376 30,326 SH   SOLE N/A 30,326 0 0
EASTGROUP PPTY INC COM 277276101 292 2,204 SH   SOLE N/A 2,204 0 0
EASTMAN CHEMICAL CO COM 277432100 3,304 41,682 SH   SOLE N/A 41,682 0 0
EATON CORP PLC SHS G29183103 2,215 23,387 SH   SOLE N/A 23,387 0 0
EBAY INC COM 278642103 2,949 81,676 SH   SOLE N/A 81,676 0 0
ECOLAB INC COM 278865100 11,065 57,336 SH   SOLE N/A 57,336 0 0
ELECTRONIC ARTS INC COM 285512109 3,687 34,296 SH   SOLE N/A 34,296 0 0
EMERSON ELEC CO COM 291011104 5,684 74,529 SH   SOLE N/A 74,529 0 0
EOG RES INC COM 26875P101 11,957 142,754 SH   SOLE N/A 142,754 0 0
EQT CORP COM 26884L109 6,478 594,356 SH   SOLE N/A 594,356 0 0
EQUIFAX INC COM 294429105 1,547 11,038 SH   SOLE N/A 11,038 0 0
EQUINIX INC COM 29444U700 3,546 6,075 SH   SOLE N/A 6,075 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 714 8,824 SH   SOLE N/A 8,824 0 0
ESSEX PPTY TR INC COM 297178105 693 2,303 SH   SOLE N/A 2,303 0 0
EXELIXIS INC COM 30161Q104 1,338 75,939 SH   SOLE N/A 75,939 0 0
EXELON CORP COM 30161N101 6,705 147,063 SH   SOLE N/A 147,063 0 0
EXPEDITORS INTL WASH INC COM 302130109 250 3,206 SH   SOLE N/A 3,206 0 0
EXXON MOBIL CORP COM 30231G102 802 11,495 SH   SOLE N/A 11,495 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,580 11,356 SH   SOLE N/A 11,356 0 0
FIFTH THIRD BANCORP COM 316773100 771 25,085 SH   SOLE N/A 25,085 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 259 486 SH   SOLE N/A 486 0 0
FIRST HORIZON NATL CORP COM 320517105 946 57,108 SH   SOLE N/A 57,108 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 1,689 40,680 SH   SOLE N/A 40,680 0 0
FIRST SOLAR INC COM 336433107 6,361 113,669 SH   SOLE N/A 113,669 0 0
FIRSTCASH INC COM 33767D105 1,341 16,627 SH   SOLE N/A 16,627 0 0
FLIR SYS INC COM 302445101 2,157 41,433 SH   SOLE N/A 41,433 0 0
FLUOR CORP NEW COM 343412102 5,005 265,120 SH   SOLE N/A 265,120 0 0
FORWARD AIR CORP COM 349853101 697 9,966 SH   SOLE N/A 9,966 0 0
FULLER H B CO COM 359694106 1,250 24,241 SH   SOLE N/A 24,241 0 0
FULTON FINL CORP PA COM 360271100 248 14,205 SH   SOLE N/A 14,205 0 0
GALLAGHER ARTHUR J & CO COM 363576109 322 3,385 SH   SOLE N/A 3,385 0 0
GAP INC COM 364760108 11,282 638,122 SH   SOLE N/A 638,122 0 0
GARTNER INC COM 366651107 1,199 7,782 SH   SOLE N/A 7,782 0 0
GENERAL DYNAMICS CORP COM 369550108 3,354 19,019 SH   SOLE N/A 19,019 0 0
GENERAL MLS INC COM 370334104 1,437 26,822 SH   SOLE N/A 26,822 0 0
GENUINE PARTS CO COM 372460105 876 8,249 SH   SOLE N/A 8,249 0 0
G-III APPAREL GROUP LTD COM 36237H101 1,007 30,057 SH   SOLE N/A 30,057 0 0
GILEAD SCIENCES INC COM 375558103 4,323 66,528 SH   SOLE N/A 66,528 0 0
GLACIER BANCORP INC NEW COM 37637Q105 346 7,515 SH   SOLE N/A 7,515 0 0
GLOBE LIFE INC COM 37959E102 3,598 34,187 SH   SOLE N/A 34,187 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 1,839 129,304 SH   SOLE N/A 129,304 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,362 10,274 SH   SOLE N/A 10,274 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 1,778 114,305 SH   SOLE N/A 114,305 0 0
GRAINGER W W INC COM 384802104 638 1,886 SH   SOLE N/A 1,886 0 0
HAEMONETICS CORP COM 405024100 4,107 35,745 SH   SOLE N/A 35,745 0 0
HALLIBURTON CO COM 406216101 22,690 927,244 SH   SOLE N/A 927,244 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 396 22,335 SH   SOLE N/A 22,335 0 0
HARLEY DAVIDSON INC COM 412822108 502 13,510 SH   SOLE N/A 13,510 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 9,377 154,299 SH   SOLE N/A 154,299 0 0
HAWAIIAN HOLDINGS INC COM 419879101 1,212 41,374 SH   SOLE N/A 41,374 0 0
HEALTHCARE RLTY TR COM 421946104 787 23,575 SH   SOLE N/A 23,575 0 0
HEALTHCARE SVCS GRP INC COM 421906108 1,801 74,052 SH   SOLE N/A 74,052 0 0
HEALTHPEAK PPTYS INC COM 42250P103 1,267 36,758 SH   SOLE N/A 36,758 0 0
HENRY SCHEIN INC COM 806407102 701 10,502 SH   SOLE N/A 10,502 0 0
HERSHEY CO COM 427866108 10,232 69,615 SH   SOLE N/A 69,615 0 0
HESS CORP COM 42809H107 1,555 23,278 SH   SOLE N/A 23,278 0 0
HOLLYFRONTIER CORP COM 436106108 383 7,554 SH   SOLE N/A 7,554 0 0
HOLOGIC INC COM 436440101 1,449 27,745 SH   SOLE N/A 27,745 0 0
HOME BANCSHARES INC COM 436893200 334 16,975 SH   SOLE N/A 16,975 0 0
HOME DEPOT INC COM 437076102 7,423 33,989 SH   SOLE N/A 33,989 0 0
HONEYWELL INTL INC COM 438516106 5,617 31,735 SH   SOLE N/A 31,735 0 0
HUB GROUP INC CL A 443320106 1,084 21,144 SH   SOLE N/A 21,144 0 0
HUNT J B TRANS SVCS INC COM 445658107 8,416 72,067 SH   SOLE N/A 72,067 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,645 109,074 SH   SOLE N/A 109,074 0 0
ICU MED INC COM 44930G107 3,841 20,528 SH   SOLE N/A 20,528 0 0
IDACORP INC COM 451107106 331 3,097 SH   SOLE N/A 3,097 0 0
IDEXX LABS INC COM 45168D104 11,600 44,422 SH   SOLE N/A 44,422 0 0
ILLUMINA INC COM 452327109 1,801 5,430 SH   SOLE N/A 5,430 0 0
INGERSOLL-RAND PLC SHS G47791101 335 2,521 SH   SOLE N/A 2,521 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 675 11,584 SH   SOLE N/A 11,584 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 8,223 88,853 SH   SOLE N/A 88,853 0 0
INTL PAPER CO COM 460146103 4,761 103,386 SH   SOLE N/A 103,386 0 0
INTUIT COM 461202103 11,523 43,994 SH   SOLE N/A 43,994 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 14,746 24,945 SH   SOLE N/A 24,945 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 43,202 203,197 SH   SOLE N/A 203,197 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 3,145 66,280 SH   SOLE N/A 66,280 0 0
ISHARES TR 20 YR TR BD ETF 464287432 45,743 337,633 SH   SOLE N/A 337,633 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 23,081 529,008 SH   SOLE N/A 529,008 0 0
ISHARES TR MSCI EAFE ETF 464287465 2,977 42,873 SH   SOLE N/A 42,873 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 43,895 978,277 SH   SOLE N/A 978,277 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 38,181 230,466 SH   SOLE N/A 230,466 0 0
J & J SNACK FOODS CORP COM 466032109 240 1,301 SH   SOLE N/A 1,301 0 0
J2 GLOBAL INC COM 48123V102 1,770 18,891 SH   SOLE N/A 18,891 0 0
JACOBS ENGR GROUP INC COM 469814107 2,324 25,868 SH   SOLE N/A 25,868 0 0
JETBLUE AWYS CORP COM 477143101 1,197 63,957 SH   SOLE N/A 63,957 0 0
JOHNSON CTLS INTL PLC SHS G51502105 6,522 160,206 SH   SOLE N/A 160,206 0 0
JPMORGAN CHASE & CO COM 46625H100 1,464 10,502 SH   SOLE N/A 10,502 0 0
JUNIPER NETWORKS INC COM 48203R104 1,999 81,160 SH   SOLE N/A 81,160 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 810 7,306 SH   SOLE N/A 7,306 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 5,814 37,959 SH   SOLE N/A 37,959 0 0
KEYCORP NEW COM 493267108 832 41,086 SH   SOLE N/A 41,086 0 0
KIMBERLY CLARK CORP COM 494368103 3,643 26,484 SH   SOLE N/A 26,484 0 0
L BRANDS INC COM 501797104 13,188 727,828 SH   SOLE N/A 727,828 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 5,802 29,324 SH   SOLE N/A 29,324 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 6,081 35,944 SH   SOLE N/A 35,944 0 0
LAS VEGAS SANDS CORP COM 517834107 1,780 25,779 SH   SOLE N/A 25,779 0 0
LAUDER ESTEE COS INC CL A 518439104 6,710 32,490 SH   SOLE N/A 32,490 0 0
LEGGETT & PLATT INC COM 524660107 1,658 32,619 SH   SOLE N/A 32,619 0 0
LENNAR CORP CL A 526057104 8,046 144,214 SH   SOLE N/A 144,214 0 0
LITHIA MTRS INC CL A 536797103 978 6,651 SH   SOLE N/A 6,651 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 4,466 62,488 SH   SOLE N/A 62,488 0 0
LKQ CORP COM 501889208 7,610 213,154 SH   SOLE N/A 213,154 0 0
LOCKHEED MARTIN CORP COM 539830109 7,820 20,082 SH   SOLE N/A 20,082 0 0
LOUISIANA PAC CORP COM 546347105 2,555 86,113 SH   SOLE N/A 86,113 0 0
LOWES COS INC COM 548661107 1,783 14,890 SH   SOLE N/A 14,890 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 1,969 45,970 SH   SOLE N/A 45,970 0 0
MACYS INC COM 55616P104 6,255 367,970 SH   SOLE N/A 367,970 0 0
MADDEN STEVEN LTD COM 556269108 1,856 43,161 SH   SOLE N/A 43,161 0 0
MARRIOTT INTL INC NEW CL A 571903202 504 3,326 SH   SOLE N/A 3,326 0 0
MASCO CORP COM 574599106 5,060 105,430 SH   SOLE N/A 105,430 0 0
MASTEC INC COM 576323109 2,481 38,664 SH   SOLE N/A 38,664 0 0
MASTERCARD INC CL A 57636Q104 5,883 19,704 SH   SOLE N/A 19,704 0 0
MCDONALDS CORP COM 580135101 14,981 75,809 SH   SOLE N/A 75,809 0 0
MERCURY SYS INC COM 589378108 1,546 22,364 SH   SOLE N/A 22,364 0 0
MERITAGE HOMES CORP COM 59001A102 2,878 47,092 SH   SOLE N/A 47,092 0 0
METLIFE INC COM 59156R108 5,930 116,350 SH   SOLE N/A 116,350 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 12,552 15,823 SH   SOLE N/A 15,823 0 0
MGIC INVT CORP WIS COM 552848103 3,312 233,752 SH   SOLE N/A 233,752 0 0
MGM RESORTS INTERNATIONAL COM 552953101 9,201 276,555 SH   SOLE N/A 276,555 0 0
MICROSTRATEGY INC CL A NEW 594972408 889 6,234 SH   SOLE N/A 6,234 0 0
MID AMER APT CMNTYS INC COM 59522J103 3,973 30,127 SH   SOLE N/A 30,127 0 0
MILLER HERMAN INC COM 600544100 439 10,542 SH   SOLE N/A 10,542 0 0
MINERALS TECHNOLOGIES INC COM 603158106 713 12,369 SH   SOLE N/A 12,369 0 0
MOHAWK INDS INC COM 608190104 9,310 68,266 SH   SOLE N/A 68,266 0 0
MOLINA HEALTHCARE INC COM 60855R100 2,349 17,312 SH   SOLE N/A 17,312 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 624 31,646 SH   SOLE N/A 31,646 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,969 46,715 SH   SOLE N/A 46,715 0 0
MOODYS CORP COM 615369105 2,913 12,269 SH   SOLE N/A 12,269 0 0
MORGAN STANLEY COM NEW 617446448 6,473 126,624 SH   SOLE N/A 126,624 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 6,065 37,641 SH   SOLE N/A 37,641 0 0
NASDAQ INC COM 631103108 6,547 61,128 SH   SOLE N/A 61,128 0 0
NATIONAL OILWELL VARCO INC COM 637071101 7,808 311,685 SH   SOLE N/A 311,685 0 0
NEKTAR THERAPEUTICS COM 640268108 5,920 274,272 SH   SOLE N/A 274,272 0 0
NEW YORK TIMES CO CL A 650111107 1,420 44,144 SH   SOLE N/A 44,144 0 0
NEWELL BRANDS INC COM 651229106 6,518 339,112 SH   SOLE N/A 339,112 0 0
NIKE INC CL B 654106103 2,904 28,668 SH   SOLE N/A 28,668 0 0
NOBLE ENERGY INC COM 655044105 4,059 163,422 SH   SOLE N/A 163,422 0 0
NORDSTROM INC COM 655664100 11,068 270,411 SH   SOLE N/A 270,411 0 0
NORFOLK SOUTHERN CORP COM 655844108 216 1,112 SH   SOLE N/A 1,112 0 0
NORTHERN TR CORP COM 665859104 689 6,483 SH   SOLE N/A 6,483 0 0
NORTHROP GRUMMAN CORP COM 666807102 9,878 28,718 SH   SOLE N/A 28,718 0 0
NRG ENERGY INC COM NEW 629377508 3,387 85,200 SH   SOLE N/A 85,200 0 0
NUCOR CORP COM 670346105 920 16,339 SH   SOLE N/A 16,339 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 4,390 10,016 SH   SOLE N/A 10,016 0 0
OCCIDENTAL PETE CORP COM 674599105 14,874 360,941 SH   SOLE N/A 360,941 0 0
OIL STS INTL INC COM 678026105 794 48,680 SH   SOLE N/A 48,680 0 0
OLD NATL BANCORP IND COM 680033107 1,683 92,010 SH   SOLE N/A 92,010 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 4,710 111,208 SH   SOLE N/A 111,208 0 0
OMNICELL INC COM 68213N109 981 12,001 SH   SOLE N/A 12,001 0 0
ONEOK INC NEW COM 682680103 741 9,797 SH   SOLE N/A 9,797 0 0
ORACLE CORP COM 68389X105 5,992 113,104 SH   SOLE N/A 113,104 0 0
OSI SYSTEMS INC COM 671044105 1,457 14,463 SH   SOLE N/A 14,463 0 0
OWENS CORNING NEW COM 690742101 5,102 78,341 SH   SOLE N/A 78,341 0 0
PACKAGING CORP AMER COM 695156109 2,158 19,268 SH   SOLE N/A 19,268 0 0
PAPA JOHNS INTL INC COM 698813102 1,770 28,023 SH   SOLE N/A 28,023 0 0
PATTERSON UTI ENERGY INC COM 703481101 3,857 367,314 SH   SOLE N/A 367,314 0 0
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PEPSICO INC COM 713448108 5,474 40,054 SH   SOLE N/A 40,054 0 0
PERKINELMER INC COM 714046109 5,412 55,738 SH   SOLE N/A 55,738 0 0
PERRIGO CO PLC SHS G97822103 5,673 109,809 SH   SOLE N/A 109,809 0 0
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PLEXUS CORP COM 729132100 416 5,410 SH   SOLE N/A 5,410 0 0
PNC FINL SVCS GROUP INC COM 693475105 6,319 39,587 SH   SOLE N/A 39,587 0 0
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PROLOGIS INC COM 74340W103 4,918 55,172 SH   SOLE N/A 55,172 0 0
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PULTE GROUP INC COM 745867101 5,626 144,988 SH   SOLE N/A 144,988 0 0
PVH CORP COM 693656100 9,985 94,958 SH   SOLE N/A 94,958 0 0
QUANTA SVCS INC COM 74762E102 1,260 30,941 SH   SOLE N/A 30,941 0 0
QUEST DIAGNOSTICS INC COM 74834L100 2,721 25,482 SH   SOLE N/A 25,482 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 1,269 14,185 SH   SOLE N/A 14,185 0 0
RBC BEARINGS INC COM 75524B104 729 4,606 SH   SOLE N/A 4,606 0 0
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REGENCY CTRS CORP COM 758849103 948 15,019 SH   SOLE N/A 15,019 0 0
REGIONS FINL CORP NEW COM 7591EP100 2,725 158,805 SH   SOLE N/A 158,805 0 0
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ROBERT HALF INTL INC COM 770323103 841 13,312 SH   SOLE N/A 13,312 0 0
ROPER TECHNOLOGIES INC COM 776696106 9,793 27,646 SH   SOLE N/A 27,646 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 382 2,859 SH   SOLE N/A 2,859 0 0
RUSH ENTERPRISES INC CL A 781846209 268 5,767 SH   SOLE N/A 5,767 0 0
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SAIA INC COM 78709Y105 1,206 12,954 SH   SOLE N/A 12,954 0 0
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SEAGATE TECHNOLOGY PLC SHS G7945M107 421 7,068 SH   SOLE N/A 7,068 0 0
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SEMTECH CORP COM 816850101 1,023 19,347 SH   SOLE N/A 19,347 0 0
SHERWIN WILLIAMS CO COM 824348106 1,709 2,929 SH   SOLE N/A 2,929 0 0
SIGNET JEWELERS LIMITED SHS G81276100 4,154 191,067 SH   SOLE N/A 191,067 0 0
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SM ENERGY CO COM 78454L100 3,539 314,882 SH   SOLE N/A 314,882 0 0
SMITH A O CORP COM 831865209 624 13,093 SH   SOLE N/A 13,093 0 0
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STAMPS COM INC COM NEW 852857200 3,757 44,978 SH   SOLE N/A 44,978 0 0
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STEEL DYNAMICS INC COM 858119100 357 10,482 SH   SOLE N/A 10,482 0 0
STERLING BANCORP DEL COM 85917A100 818 38,784 SH   SOLE N/A 38,784 0 0
STIFEL FINL CORP COM 860630102 607 10,016 SH   SOLE N/A 10,016 0 0
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THE CHARLES SCHWAB CORPORATI COM 808513105 1,015 21,343 SH   SOLE N/A 21,343 0 0
THOR INDS INC COM 885160101 1,600 21,531 SH   SOLE N/A 21,531 0 0
TJX COS INC NEW COM 872540109 2,181 35,716 SH   SOLE N/A 35,716 0 0
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TRUIST FINL CORP COM 89832Q109 6,670 118,434 SH   SOLE N/A 118,434 0 0
UDR INC COM 902653104 3,996 85,567 SH   SOLE N/A 85,567 0 0
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UNITED RENTALS INC COM 911363109 2,237 13,411 SH   SOLE N/A 13,411 0 0
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VALERO ENERGY CORP NEW COM 91913Y100 5,179 55,301 SH   SOLE N/A 55,301 0 0
VANECK VECTORS ETF TRUST GOLD MINERS ETF 92189F106 13,425 458,509 SH   SOLE N/A 458,509 0 0
VERISIGN INC COM 92343E102 10,971 56,939 SH   SOLE N/A 56,939 0 0
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VULCAN MATLS CO COM 929160109 1,839 12,775 SH   SOLE N/A 12,775 0 0
WABTEC CORP COM 929740108 11,017 141,613 SH   SOLE N/A 141,613 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 15,068 255,560 SH   SOLE N/A 255,560 0 0
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WHIRLPOOL CORP COM 963320106 1,230 8,338 SH   SOLE N/A 8,338 0 0
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