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
VISA INC COM CL A 92826C839 192,227 1,193,070 SH   SOLE   0 0 1,193,070
PROCTER & GAMBLE CO COM 742718109 171,568 1,559,713 SH   SOLE   0 0 1,559,713
BRISTOL-MYERS SQUIBB CO COM 110122108 153,547 2,754,702 SH   SOLE   0 0 2,754,702
NEXTERA ENERGY INC COM 65339F101 152,980 635,776 SH   SOLE   0 0 635,776
MERCK & CO. INC COM 58933Y105 144,427 1,877,139 SH   SOLE   0 0 1,877,139
AMGEN INC COM 031162100 141,907 699,980 SH   SOLE   0 0 699,980
INTEL CORP COM 458140100 141,454 2,613,719 SH   SOLE   0 0 2,613,719
GILEAD SCIENCES INC COM 375558103 128,865 1,723,714 SH   SOLE   0 0 1,723,714
MASTERCARD INC CL A 57636Q104 128,353 531,351 SH   SOLE   0 0 531,351
ORACLE CORP COM 68389X105 120,769 2,498,847 SH   SOLE   0 0 2,498,847
AMAZON COM INC COM 023135106 113,062 57,989 SH   SOLE   0 0 57,989
ABBVIE INC COM 00287Y109 111,484 1,463,231 SH   SOLE   0 0 1,463,231
HOME DEPOT INC COM 437076102 110,454 591,583 SH   SOLE   0 0 591,583
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 110,354 675,939 SH   SOLE   0 0 675,939
MICROSOFT CORP COM 594918104 108,299 686,700 SH   SOLE   0 0 686,700
TEXAS INSTRS INC COM 882508104 106,138 1,062,127 SH   SOLE   0 0 1,062,127
PEPSICO INC COM 713448108 106,070 883,184 SH   SOLE   0 0 883,184
DANAHER CORPORATION COM 235851102 102,209 738,451 SH   SOLE   0 0 738,451
EQUINIX INC COM 29444U700 97,039 155,369 SH   SOLE   0 0 155,369
COSTCO WHSL CORP NEW COM 22160K105 96,283 337,680 SH   SOLE   0 0 337,680
WALMART INC COM 931142103 96,000 844,922 SH   SOLE   0 0 844,922
EDWARDS LIFESCIENCES CORP COM 28176E108 89,830 476,247 SH   SOLE   0 0 476,247
BIOGEN INC COM 09062X103 89,370 282,476 SH   SOLE   0 0 282,476
VERIZON COMMUNICATIONS INC COM 92343V104 87,017 1,619,518 SH   SOLE   0 0 1,619,518
APPLE INC COM 037833100 86,639 340,709 SH   SOLE   0 0 340,709
FACEBOOK INC CL A 30303M102 86,547 518,864 SH   SOLE   0 0 518,864
JOHNSON & JOHNSON COM 478160104 80,676 615,236 SH   SOLE   0 0 615,236
INTERNATIONAL BUSINESS MACHS COM 459200101 78,000 703,150 SH   SOLE   0 0 703,150
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 77,027 1,611,783 SH   SOLE   0 0 1,611,783
SERVICENOW INC COM 81762P102 73,221 255,500 SH   SOLE   0 0 255,500
ALPHABET INC CAP STK CL A 02079K305 68,516 58,966 SH   SOLE   0 0 58,966
LILLY ELI & CO COM 532457108 66,548 479,732 SH   SOLE   0 0 479,732
TJX COS INC NEW COM 872540109 65,764 1,375,519 SH   SOLE   0 0 1,375,519
ANTHEM INC COM 036752103 64,540 284,269 SH   SOLE   0 0 284,269
UNITEDHEALTH GROUP INC COM 91324P102 64,116 257,103 SH   SOLE   0 0 257,103
GOLDMAN SACHS GROUP INC COM 38141G104 59,597 385,514 SH   SOLE   0 0 385,514
S&P GLOBAL INC COM 78409V104 56,876 232,100 SH   SOLE   0 0 232,100
AMERICAN TOWER CORP NEW COM 03027X100 55,870 256,577 SH   SOLE   0 0 256,577
NVIDIA CORP COM 67066G104 55,496 210,530 SH   SOLE   0 0 210,530
ADOBE INC COM 00724F101 55,332 173,870 SH   SOLE   0 0 173,870
CVS HEALTH CORP COM 126650100 52,611 886,746 SH   SOLE   0 0 886,746
LOCKHEED MARTIN CORP COM 539830109 50,759 149,753 SH   SOLE   0 0 149,753
MORGAN STANLEY COM NEW 617446448 50,018 1,471,122 SH   SOLE   0 0 1,471,122
LAM RESEARCH CORP COM 512807108 49,216 205,066 SH   SOLE   0 0 205,066
CISCO SYS INC COM 17275R102 45,414 1,155,289 SH   SOLE   0 0 1,155,289
APPLIED MATLS INC COM 038222105 45,085 983,949 SH   SOLE   0 0 983,949
COLGATE PALMOLIVE CO COM 194162103 44,827 675,512 SH   SOLE   0 0 675,512
DOLLAR GEN CORP NEW COM 256677105 42,130 278,985 SH   SOLE   0 0 278,985
NIKE INC CL B 654106103 39,457 476,881 SH   SOLE   0 0 476,881
COCA COLA CO COM 191216100 39,316 888,493 SH   SOLE   0 0 888,493
QUALCOMM INC COM 747525103 37,653 556,590 SH   SOLE   0 0 556,590
WALGREENS BOOTS ALLIANCE INC COM 931427108 36,612 800,273 SH   SOLE   0 0 800,273
MCDONALDS CORP COM 580135101 35,668 215,710 SH   SOLE   0 0 215,710
ROSS STORES INC COM 778296103 34,837 400,559 SH   SOLE   0 0 400,559
PHILIP MORRIS INTL INC COM 718172109 34,319 470,380 SH   SOLE   0 0 470,380
BROADCOM INC COM 11135F101 34,119 143,900 SH   SOLE   0 0 143,900
CONOCOPHILLIPS COM 20825C104 31,743 1,030,601 SH   SOLE   0 0 1,030,601
HUMANA INC COM 444859102 30,115 95,903 SH   SOLE   0 0 95,903
SALESFORCE COM INC COM 79466L302 29,741 206,564 SH   SOLE   0 0 206,564
HCA HEALTHCARE INC COM 40412C101 29,520 328,546 SH   SOLE   0 0 328,546
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 29,339 631,343 SH   SOLE   0 0 631,343
CLOROX CO DEL COM 189054109 28,459 164,263 SH   SOLE   0 0 164,263
BEST BUY INC COM 086516101 27,765 487,103 SH   SOLE   0 0 487,103
KIMBERLY CLARK CORP COM 494368103 27,093 211,881 SH   SOLE   0 0 211,881
WASTE MGMT INC DEL COM 94106L109 26,871 290,308 SH   SOLE   0 0 290,308
NETFLIX INC COM 64110L106 26,848 71,500 SH   SOLE   0 0 71,500
FORTINET INC COM 34959E109 26,591 262,831 SH   SOLE   0 0 262,831
THERMO FISHER SCIENTIFIC INC COM 883556102 25,642 90,417 SH   SOLE   0 0 90,417
JPMORGAN CHASE & CO COM 46625H100 25,587 284,200 SH   SOLE   0 0 284,200
AUTOMATIC DATA PROCESSING IN COM 053015103 25,276 184,930 SH   SOLE   0 0 184,930
SOUTHERN CO COM 842587107 25,083 463,292 SH   SOLE   0 0 463,292
CITRIX SYS INC COM 177376100 24,166 170,722 SH   SOLE   0 0 170,722
METLIFE INC COM 59156R108 24,134 789,452 SH   SOLE   0 0 789,452
CAPITAL ONE FINL CORP COM 14040H105 24,000 476,011 SH   SOLE   0 0 476,011
HERSHEY CO COM 427866108 23,580 177,963 SH   SOLE   0 0 177,963
HP INC COM 40434L105 23,553 1,356,715 SH   SOLE   0 0 1,356,715
TARGET CORP COM 87612E106 22,991 247,300 SH   SOLE   0 0 247,300
O REILLY AUTOMOTIVE INC NEW COM 67103H107 22,826 75,821 SH   SOLE   0 0 75,821
INTUIT COM 461202103 22,561 98,090 SH   SOLE   0 0 98,090
SYSCO CORP COM 871829107 22,408 491,079 SH   SOLE   0 0 491,079
DUKE ENERGY CORP NEW COM NEW 26441C204 22,137 273,705 SH   SOLE   0 0 273,705
ZOETIS INC CL A 98978V103 22,065 187,481 SH   SOLE   0 0 187,481
ANSYS INC COM 03662Q105 21,808 93,809 SH   SOLE   0 0 93,809
LULULEMON ATHLETICA INC COM 550021109 21,315 112,451 SH   SOLE   0 0 112,451
CUMMINS INC COM 231021106 21,103 155,948 SH   SOLE   0 0 155,948
OKTA INC CL A 679295105 20,893 170,893 SH   SOLE   0 0 170,893
LAUDER ESTEE COS INC CL A 518439104 20,891 131,111 SH   SOLE   0 0 131,111
EVERSOURCE ENERGY COM 30040W108 20,375 260,515 SH   SOLE   0 0 260,515
PROGRESSIVE CORP OHIO COM 743315103 19,903 269,543 SH   SOLE   0 0 269,543
AT&T INC COM 00206R102 19,665 674,600 SH   SOLE   0 0 674,600
ROBERT HALF INTL INC COM 770323103 19,100 505,972 SH   SOLE   0 0 505,972
CENTENE CORP DEL COM 15135B101 19,039 320,475 SH   SOLE   0 0 320,475
MONDELEZ INTL INC CL A 609207105 18,762 374,642 SH   SOLE   0 0 374,642
DOMINION ENERGY INC COM 25746U109 18,657 258,443 SH   SOLE   0 0 258,443
CADENCE DESIGN SYSTEM INC COM 127387108 18,393 278,519 SH   SOLE   0 0 278,519
PRUDENTIAL FINL INC COM 744320102 18,226 349,558 SH   SOLE   0 0 349,558
AUTOZONE INC COM 053332102 18,103 21,398 SH   SOLE   0 0 21,398
MCKESSON CORP COM 58155Q103 17,823 131,772 SH   SOLE   0 0 131,772
CHURCH & DWIGHT INC COM 171340102 17,175 267,599 SH   SOLE   0 0 267,599
XCEL ENERGY INC COM 98389B100 16,787 278,391 SH   SOLE   0 0 278,391
RAYTHEON CO COM NEW 755111507 15,878 121,064 SH   SOLE   0 0 121,064
SEAGATE TECHNOLOGY PLC SHS G7945M107 15,777 323,289 SH   SOLE   0 0 323,289
GRAINGER W W INC COM 384802104 15,772 63,467 SH   SOLE   0 0 63,467
NVR INC COM 62944T105 15,672 6,100 SH   SOLE   0 0 6,100
BOOKING HLDGS INC COM 09857L108 15,178 11,282 SH   SOLE   0 0 11,282
ILLINOIS TOOL WKS INC COM 452308109 15,159 106,663 SH   SOLE   0 0 106,663
ALLSTATE CORP COM 020002101 15,119 164,826 SH   SOLE   0 0 164,826
STRYKER CORP COM 863667101 14,889 89,427 SH   SOLE   0 0 89,427
CROWN CASTLE INTL CORP NEW COM 22822V101 14,869 102,973 SH   SOLE   0 0 102,973
SYNOPSYS INC COM 871607107 14,806 114,966 SH   SOLE   0 0 114,966
GENERAL MLS INC COM 370334104 14,253 270,090 SH   SOLE   0 0 270,090
AMERICAN WTR WKS CO INC NEW COM 030420103 13,943 116,618 SH   SOLE   0 0 116,618
EXELON CORP COM 30161N101 13,897 377,522 SH   SOLE   0 0 377,522
ENTERGY CORP NEW COM 29364G103 13,864 147,538 SH   SOLE   0 0 147,538
GARMIN LTD SHS H2906T109 13,728 183,143 SH   SOLE   0 0 183,143
DOCUSIGN INC COM 256163106 13,695 148,218 SH   SOLE   0 0 148,218
REPUBLIC SVCS INC COM 760759100 13,678 182,221 SH   SOLE   0 0 182,221
CME GROUP INC COM 12572Q105 13,426 77,646 SH   SOLE   0 0 77,646
KLA CORPORATION COM NEW 482480100 13,305 92,563 SH   SOLE   0 0 92,563
CONSOLIDATED EDISON INC COM 209115104 13,185 169,037 SH   SOLE   0 0 169,037
JONES LANG LASALLE INC COM 48020Q107 13,062 129,357 SH   SOLE   0 0 129,357
WEC ENERGY GROUP INC COM 92939U106 13,023 147,767 SH   SOLE   0 0 147,767
CHECK POINT SOFTWARE TECH LT ORD M22465104 12,701 126,329 SH   SOLE   0 0 126,329
INTERCONTINENTAL EXCHANGE IN COM 45866F104 12,649 156,638 SH   SOLE   0 0 156,638
FASTENAL CO COM 311900104 12,514 400,455 SH   SOLE   0 0 400,455
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 12,437 124,690 SH   SOLE   0 0 124,690
HORMEL FOODS CORP COM 440452100 12,166 260,849 SH   SOLE   0 0 260,849
DOMINOS PIZZA INC COM 25754A201 12,059 37,210 SH   SOLE   0 0 37,210
PAYCHEX INC COM 704326107 11,938 189,737 SH   SOLE   0 0 189,737
FIDELITY NATL INFORMATION SV COM 31620M106 11,871 97,594 SH   SOLE   0 0 97,594
GUARDANT HEALTH INC COM 40131M109 11,865 170,478 SH   SOLE   0 0 170,478
CMS ENERGY CORP COM 125896100 11,851 201,715 SH   SOLE   0 0 201,715
BERKLEY W R CORP COM 084423102 11,795 226,081 SH   SOLE   0 0 226,081
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 11,762 177,671 SH   SOLE   0 0 177,671
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 11,684 260,159 SH   SOLE   0 0 260,159
ALEXION PHARMACEUTICALS INC COM 015351109 11,493 128,000 SH   SOLE   0 0 128,000
VEEVA SYS INC CL A COM 922475108 11,359 72,643 SH   SOLE   0 0 72,643
VERTEX PHARMACEUTICALS INC COM 92532F100 11,326 47,600 SH   SOLE   0 0 47,600
SQUARE INC CL A 852234103 10,987 209,749 SH   SOLE   0 0 209,749
FISERV INC COM 337738108 10,829 114,000 SH   SOLE   0 0 114,000
DTE ENERGY CO COM 233331107 10,701 112,674 SH   SOLE   0 0 112,674
TESLA INC COM 88160R101 10,637 20,300 SH   SOLE   0 0 20,300
LAS VEGAS SANDS CORP COM 517834107 10,569 248,852 SH   SOLE   0 0 248,852
UNIVERSAL HLTH SVCS INC CL B 913903100 10,568 106,658 SH   SOLE   0 0 106,658
HD SUPPLY HLDGS INC COM 40416M105 10,513 369,788 SH   SOLE   0 0 369,788
ACUITY BRANDS INC COM 00508Y102 10,422 121,662 SH   SOLE   0 0 121,662
HENRY SCHEIN INC COM 806407102 10,412 206,097 SH   SOLE   0 0 206,097
RESMED INC COM 761152107 10,386 70,515 SH   SOLE   0 0 70,515
CHARTER COMMUNICATIONS INC N CL A 16119P108 10,384 23,800 SH   SOLE   0 0 23,800
GLOBAL PMTS INC COM 37940X102 10,366 71,870 SH   SOLE   0 0 71,870
IAC INTERACTIVECORP COM 44919P508 10,170 56,742 SH   SOLE   0 0 56,742
MONSTER BEVERAGE CORP NEW COM 61174X109 9,959 177,012 SH   SOLE   0 0 177,012
TWILIO INC CL A 90138F102 9,813 109,654 SH   SOLE   0 0 109,654
KROGER CO COM 501044101 9,556 317,257 SH   SOLE   0 0 317,257
ADVANCED MICRO DEVICES INC COM 007903107 9,537 209,700 SH   SOLE   0 0 209,700
ALLIANT ENERGY CORP COM 018802108 9,496 196,637 SH   SOLE   0 0 196,637
F5 NETWORKS INC COM 315616102 9,475 88,857 SH   SOLE   0 0 88,857
PROLOGIS INC. COM 74340W103 9,371 116,600 SH   SOLE   0 0 116,600
AIR PRODS & CHEMS INC COM 009158106 9,342 46,800 SH   SOLE   0 0 46,800
ROPER TECHNOLOGIES INC COM 776696106 9,218 29,564 SH   SOLE   0 0 29,564
MCCORMICK & CO INC COM NON VTG 579780206 9,129 64,647 SH   SOLE   0 0 64,647
YUM BRANDS INC COM 988498101 8,990 131,186 SH   SOLE   0 0 131,186
CDW CORP COM 12514G108 8,879 95,200 SH   SOLE   0 0 95,200
NUCOR CORP COM 670346105 8,874 246,352 SH   SOLE   0 0 246,352
DEXCOM INC COM 252131107 8,724 32,400 SH   SOLE   0 0 32,400
AVALONBAY CMNTYS INC COM 053484101 8,337 56,652 SH   SOLE   0 0 56,652
IDEXX LABS INC COM 45168D104 8,324 34,363 SH   SOLE   0 0 34,363
GENUINE PARTS CO COM 372460105 8,306 123,369 SH   SOLE   0 0 123,369
3M CO COM 88579Y101 8,292 60,745 SH   SOLE   0 0 60,745
STEEL DYNAMICS INC COM 858119100 8,180 362,909 SH   SOLE   0 0 362,909
TENABLE HLDGS INC COM 88025T102 8,132 372,018 SH   SOLE   0 0 372,018
PNC FINL SVCS GROUP INC COM 693475105 7,993 83,500 SH   SOLE   0 0 83,500
NORTHROP GRUMMAN CORP COM 666807102 7,957 26,300 SH   SOLE   0 0 26,300
ELECTRONIC ARTS INC COM 285512109 7,944 79,301 SH   SOLE   0 0 79,301
SNAP ON INC COM 833034101 7,936 72,924 SH   SOLE   0 0 72,924
PULTE GROUP INC COM 745867101 7,906 354,221 SH   SOLE   0 0 354,221
SKYWORKS SOLUTIONS INC COM 83088M102 7,863 87,971 SH   SOLE   0 0 87,971
MANPOWERGROUP INC COM 56418H100 7,862 148,376 SH   SOLE   0 0 148,376
DIGITAL RLTY TR INC COM 253868103 7,829 56,359 SH   SOLE   0 0 56,359
BLACKROCK INC COM 09247X101 7,787 17,700 SH   SOLE   0 0 17,700
QUEST DIAGNOSTICS INC COM 74834L100 7,631 95,025 SH   SOLE   0 0 95,025
PUBLIC STORAGE COM 74460D109 7,576 38,147 SH   SOLE   0 0 38,147
MICRON TECHNOLOGY INC COM 595112103 7,474 177,700 SH   SOLE   0 0 177,700
PINNACLE WEST CAP CORP COM 723484101 7,381 97,384 SH   SOLE   0 0 97,384
JD COM INC SPON ADR CL A 47215P106 7,367 181,900 SH   SOLE   0 0 181,900
RALPH LAUREN CORP CL A 751212101 7,312 109,413 SH   SOLE   0 0 109,413
VERISK ANALYTICS INC COM 92345Y106 7,131 51,162 SH   SOLE   0 0 51,162
REGENERON PHARMACEUTICALS COM 75886F107 7,129 14,600 SH   SOLE   0 0 14,600
IHS MARKIT LTD SHS G47567105 7,112 118,535 SH   SOLE   0 0 118,535
REALTY INCOME CORP COM 756109104 7,025 140,889 SH   SOLE   0 0 140,889
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 6,946 50,676 SH   SOLE   0 0 50,676
ROLLINS INC COM 775711104 6,834 189,090 SH   SOLE   0 0 189,090
CINTAS CORP COM 172908105 6,795 39,227 SH   SOLE   0 0 39,227
MOTOROLA SOLUTIONS INC COM NEW 620076307 6,756 50,827 SH   SOLE   0 0 50,827
CBRE GROUP INC CL A 12504L109 6,739 178,700 SH   SOLE   0 0 178,700
DATADOG INC CL A COM 23804L103 6,447 179,193 SH   SOLE   0 0 179,193
ATMOS ENERGY CORP COM 049560105 6,245 62,936 SH   SOLE   0 0 62,936
MASCO CORP COM 574599106 6,213 179,731 SH   SOLE   0 0 179,731
NASDAQ INC COM 631103108 6,143 64,702 SH   SOLE   0 0 64,702
NETEASE INC SPONSORED ADS 64110W102 6,130 19,100 SH   SOLE   0 0 19,100
DAVITA INC COM 23918K108 6,119 80,456 SH   SOLE   0 0 80,456
KOHLS CORP COM 500255104 6,087 417,173 SH   SOLE   0 0 417,173
NEWMONT CORP COM 651639106 5,981 132,100 SH   SOLE   0 0 132,100
LEAR CORP COM NEW 521865204 5,958 73,331 SH   SOLE   0 0 73,331
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 5,895 775,661 SH   SOLE   0 0 775,661
ALIGN TECHNOLOGY INC COM 016255101 5,863 33,705 SH   SOLE   0 0 33,705
ECOLAB INC COM 278865100 5,819 37,339 SH   SOLE   0 0 37,339
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 5,810 372,900 SH   SOLE   0 0 372,900
FOX CORP CL A COM 35137L105 5,780 244,600 SH   SOLE   0 0 244,600
HENRY JACK & ASSOC INC COM 426281101 5,698 36,707 SH   SOLE   0 0 36,707
CINCINNATI FINL CORP COM 172062101 5,621 74,500 SH   SOLE   0 0 74,500
EQUITY RESIDENTIAL SH BEN INT 29476L107 5,607 90,853 SH   SOLE   0 0 90,853
ALLEGION PLC ORD SHS G0176J109 5,556 60,379 SH   SOLE   0 0 60,379
KEYSIGHT TECHNOLOGIES INC COM 49338L103 5,531 66,100 SH   SOLE   0 0 66,100
UDR INC COM 902653104 5,508 150,739 SH   SOLE   0 0 150,739
NUTANIX INC CL A 67059N108 5,472 346,341 SH   SOLE   0 0 346,341
SEMPRA ENERGY COM 816851109 5,458 48,305 SH   SOLE   0 0 48,305
ACTIVISION BLIZZARD INC COM 00507V109 5,434 91,362 SH   SOLE   0 0 91,362
CAMDEN PPTY TR SH BEN INT 133131102 5,372 67,794 SH   SOLE   0 0 67,794
FARFETCH LTD ORD SH CL A 30744W107 5,328 674,395 SH   SOLE   0 0 674,395
HOLOGIC INC COM 436440101 5,306 151,182 SH   SOLE   0 0 151,182
MAXIM INTEGRATED PRODS INC COM 57772K101 5,303 109,089 SH   SOLE   0 0 109,089
ARISTA NETWORKS INC COM 040413106 5,283 26,080 SH   SOLE   0 0 26,080
KELLOGG CO COM 487836108 5,277 87,957 SH   SOLE   0 0 87,957
FIRSTENERGY CORP COM 337932107 5,209 130,000 SH   SOLE   0 0 130,000
EXPEDITORS INTL WASH INC COM 302130109 5,130 76,891 SH   SOLE   0 0 76,891
LEIDOS HOLDINGS INC COM 525327102 5,087 55,500 SH   SOLE   0 0 55,500
SOUTHWEST AIRLS CO COM 844741108 5,041 141,565 SH   SOLE   0 0 141,565
FORTIVE CORP COM 34959J108 5,011 90,791 SH   SOLE   0 0 90,791
COMCAST CORP NEW CL A 20030N101 4,995 145,301 SH   SOLE   0 0 145,301
CONSTELLATION BRANDS INC CL A 21036P108 4,972 34,680 SH   SOLE   0 0 34,680
D R HORTON INC COM 23331A109 4,916 144,600 SH   SOLE   0 0 144,600
TRACTOR SUPPLY CO COM 892356106 4,890 57,836 SH   SOLE   0 0 57,836
AUTODESK INC COM 052769106 4,823 30,900 SH   SOLE   0 0 30,900
IDEX CORP COM 45167R104 4,704 34,061 SH   SOLE   0 0 34,061
ARROW ELECTRS INC COM 042735100 4,699 90,600 SH   SOLE   0 0 90,600
COPART INC COM 217204106 4,694 68,510 SH   SOLE   0 0 68,510
XEROX HOLDINGS CORP COM NEW 98421M106 4,672 246,700 SH   SOLE   0 0 246,700
WELLTOWER INC COM 95040Q104 4,619 100,896 SH   SOLE   0 0 100,896
MOODYS CORP COM 615369105 4,611 21,800 SH   SOLE   0 0 21,800
JUNIPER NETWORKS INC COM 48203R104 4,573 238,923 SH   SOLE   0 0 238,923
GALLAGHER ARTHUR J & CO COM 363576109 4,461 54,732 SH   SOLE   0 0 54,732
MSCI INC COM 55354G100 4,450 15,400 SH   SOLE   0 0 15,400
PPL CORP COM 69351T106 4,265 172,793 SH   SOLE   0 0 172,793
BLACKSTONE GROUP INC COM CL A 09260D107 4,220 92,600 SH   SOLE   0 0 92,600
ALLIANCE DATA SYSTEMS CORP COM 018581108 4,170 123,926 SH   SOLE   0 0 123,926
FIRST REP BK SAN FRANCISCO C COM 33616C100 4,065 49,400 SH   SOLE   0 0 49,400
TELEDYNE TECHNOLOGIES INC COM 879360105 4,043 13,600 SH   SOLE   0 0 13,600
TRANSUNION COM 89400J107 3,917 59,181 SH   SOLE   0 0 59,181
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 3,892 56,700 SH   SOLE   0 0 56,700
METTLER TOLEDO INTERNATIONAL COM 592688105 3,889 5,632 SH   SOLE   0 0 5,632
AGILENT TECHNOLOGIES INC COM 00846U101 3,888 54,284 SH   SOLE   0 0 54,284
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 3,882 52,029 SH   SOLE   0 0 52,029
LOWES COS INC COM 548661107 3,854 44,783 SH   SOLE   0 0 44,783
PRICE T ROWE GROUP INC COM 74144T108 3,818 39,100 SH   SOLE   0 0 39,100
SIMON PPTY GROUP INC NEW COM 828806109 3,788 69,047 SH   SOLE   0 0 69,047
TRAVELERS COMPANIES INC COM 89417E109 3,746 37,705 SH   SOLE   0 0 37,705
EQUIFAX INC COM 294429105 3,744 31,342 SH   SOLE   0 0 31,342
TAPESTRY INC COM 876030107 3,738 288,626 SH   SOLE   0 0 288,626
TERADYNE INC COM 880770102 3,689 68,100 SH   SOLE   0 0 68,100
TRIMBLE INC COM 896239100 3,659 114,964 SH   SOLE   0 0 114,964
EQUITY LIFESTYLE PPTYS INC COM 29472R108 3,584 62,350 SH   SOLE   0 0 62,350
EDISON INTL COM 281020107 3,548 64,752 SH   SOLE   0 0 64,752
MID AMER APT CMNTYS INC COM 59522J103 3,503 34,000 SH   SOLE   0 0 34,000
AVERY DENNISON CORP COM 053611109 3,484 34,200 SH   SOLE   0 0 34,200
VISTRA ENERGY CORP COM 92840M102 3,460 216,800 SH   SOLE   0 0 216,800
MOMO INC ADR 60879B107 3,367 155,214 SH   SOLE   0 0 155,214
NETAPP INC COM 64110D104 3,355 80,463 SH   SOLE   0 0 80,463
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,337 5,100 SH   SOLE   0 0 5,100
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 3,312 30,600 SH   SOLE   0 0 30,600
TALEND S A ADS 874224207 3,285 146,468 SH   SOLE   0 0 146,468
WEST PHARMACEUTICAL SVSC INC COM 955306105 3,228 21,200 SH   SOLE   0 0 21,200
NISOURCE INC COM 65473P105 3,205 128,342 SH   SOLE   0 0 128,342
L3HARRIS TECHNOLOGIES INC COM 502431109 3,188 17,700 SH   SOLE   0 0 17,700
MONGODB INC CL A 60937P106 3,139 22,986 SH   SOLE   0 0 22,986
HOLLYFRONTIER CORP COM 436106108 3,125 127,503 SH   SOLE   0 0 127,503
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 3,113 28,600 SH   SOLE   0 0 28,600
INGREDION INC COM 457187102 3,086 40,880 SH   SOLE   0 0 40,880
QORVO INC COM 74736K101 3,080 38,200 SH   SOLE   0 0 38,200
AGNICO EAGLE MINES LTD COM 008474108 3,076 77,300 SH   SOLE   0 0 77,300
LAMB WESTON HLDGS INC COM 513272104 3,069 53,755 SH   SOLE   0 0 53,755
UGI CORP NEW COM 902681105 2,987 112,002 SH   SOLE   0 0 112,002
SUN CMNTYS INC COM 866674104 2,892 23,162 SH   SOLE   0 0 23,162
ESSEX PPTY TR INC COM 297178105 2,878 13,069 SH   SOLE   0 0 13,069
LENNOX INTL INC COM 526107107 2,850 15,680 SH   SOLE   0 0 15,680
EMERSON ELEC CO COM 291011104 2,840 59,597 SH   SOLE   0 0 59,597
JOYY INC ADS REPSTG COM A 46591M109 2,837 53,272 SH   SOLE   0 0 53,272
ARCHER DANIELS MIDLAND CO COM 039483102 2,714 77,156 SH   SOLE   0 0 77,156
BROWN FORMAN CORP CL B 115637209 2,685 48,372 SH   SOLE   0 0 48,372
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,685 28,312 SH   SOLE   0 0 28,312
ILLUMINA INC COM 452327109 2,666 9,763 SH   SOLE   0 0 9,763
RINGCENTRAL INC CL A 76680R206 2,649 12,500 SH   SOLE   0 0 12,500
ULTA BEAUTY INC COM 90384S303 2,630 14,970 SH   SOLE   0 0 14,970
KANSAS CITY SOUTHERN COM NEW 485170302 2,556 20,100 SH   SOLE   0 0 20,100
DISCOVERY INC COM SER A 25470F104 2,541 130,700 SH   SOLE   0 0 130,700
STATE STR CORP COM 857477103 2,514 47,200 SH   SOLE   0 0 47,200
ARCH CAP GROUP LTD ORD G0450A105 2,425 85,200 SH   SOLE   0 0 85,200
IQVIA HLDGS INC COM 46266C105 2,420 22,440 SH   SOLE   0 0 22,440
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,391 55,283 SH   SOLE   0 0 55,283
GAP INC COM 364760108 2,366 336,113 SH   SOLE   0 0 336,113
VMWARE INC CL A COM 928563402 2,345 19,366 SH   SOLE   0 0 19,366
HANESBRANDS INC COM 410345102 2,315 294,100 SH   SOLE   0 0 294,100
SEATTLE GENETICS INC COM 812578102 2,273 19,700 SH   SOLE   0 0 19,700
LENNAR CORP CL A 526057104 2,250 58,900 SH   SOLE   0 0 58,900
SBA COMMUNICATIONS CORP NEW CL A 78410G104 2,241 8,300 SH   SOLE   0 0 8,300
EXPEDIA GROUP INC COM NEW 30212P303 2,241 39,820 SH   SOLE   0 0 39,820
DOVER CORP COM 260003108 2,166 25,800 SH   SOLE   0 0 25,800
BURLINGTON STORES INC COM 122017106 2,155 13,600 SH   SOLE   0 0 13,600
EXTRA SPACE STORAGE INC COM 30225T102 2,146 22,407 SH   SOLE   0 0 22,407
WESTERN UN CO COM 959802109 2,114 116,600 SH   SOLE   0 0 116,600
STERIS PLC SHS USD G8473T100 2,058 14,700 SH   SOLE   0 0 14,700
NORTONLIFELOCK INC COM 668771108 2,024 108,200 SH   SOLE   0 0 108,200
HUNTINGTON INGALLS INDS INC COM 446413106 2,023 11,100 SH   SOLE   0 0 11,100
TRIPADVISOR INC COM 896945201 2,022 116,282 SH   SOLE   0 0 116,282
LINCOLN NATL CORP IND COM 534187109 2,011 76,397 SH   SOLE   0 0 76,397
UNITED AIRLS HLDGS INC COM 910047109 1,922 60,922 SH   SOLE   0 0 60,922
AMETEK INC COM 031100100 1,871 25,972 SH   SOLE   0 0 25,972
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,835 21,200 SH   SOLE   0 0 21,200
NORDSTROM INC COM 655664100 1,828 119,179 SH   SOLE   0 0 119,179
VERACYTE INC COM 92337F107 1,750 72,004 SH   SOLE   0 0 72,004
CENTURYLINK INC COM 156700106 1,736 183,500 SH   SOLE   0 0 183,500
BOSTON PROPERTIES INC COM 101121101 1,721 18,656 SH   SOLE   0 0 18,656
PAYCOM SOFTWARE INC COM 70432V102 1,717 8,500 SH   SOLE   0 0 8,500
CERNER CORP COM 156782104 1,713 27,195 SH   SOLE   0 0 27,195
CARMAX INC COM 143130102 1,680 31,207 SH   SOLE   0 0 31,207
UNUM GROUP COM 91529Y106 1,633 108,800 SH   SOLE   0 0 108,800
DENTSPLY SIRONA INC COM 24906P109 1,545 39,800 SH   SOLE   0 0 39,800
BROWN & BROWN INC COM 115236101 1,532 42,300 SH   SOLE   0 0 42,300
GODADDY INC CL A 380237107 1,509 26,419 SH   SOLE   0 0 26,419
INVITATION HOMES INC COM 46187W107 1,509 70,600 SH   SOLE   0 0 70,600
PALO ALTO NETWORKS INC COM 697435105 1,488 9,075 SH   SOLE   0 0 9,075
NATIONAL RETAIL PROPERTIES I COM 637417106 1,395 43,324 SH   SOLE   0 0 43,324
AMERIPRISE FINL INC COM 03076C106 1,342 13,100 SH   SOLE   0 0 13,100
GARTNER INC COM 366651107 1,332 13,378 SH   SOLE   0 0 13,378
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,304 7,100 SH   SOLE   0 0 7,100
VENTAS INC COM 92276F100 1,290 48,119 SH   SOLE   0 0 48,119
WESTERN DIGITAL CORP. COM 958102105 1,286 30,900 SH   SOLE   0 0 30,900
HEICO CORP NEW COM 422806109 1,261 16,900 SH   SOLE   0 0 16,900
PVH CORPORATION COM 693656100 1,237 32,857 SH   SOLE   0 0 32,857
NIELSEN HLDGS PLC SHS EUR G6518L108 1,206 96,197 SH   SOLE   0 0 96,197
LKQ CORP COM 501889208 1,192 58,100 SH   SOLE   0 0 58,100
AMERICAN FINL GROUP INC OHIO COM 025932104 1,087 15,512 SH   SOLE   0 0 15,512
CAPRI HOLDINGS LIMITED SHS G1890L107 1,067 98,909 SH   SOLE   0 0 98,909
SLACK TECHNOLOGIES INC COM CL A 83088V102 1,022 38,091 SH   SOLE   0 0 38,091
POLARIS INC COM 731068102 978 20,306 SH   SOLE   0 0 20,306
MIDDLEBY CORP COM 596278101 935 16,446 SH   SOLE   0 0 16,446
CARDINAL HEALTH INC COM 14149Y108 916 19,100 SH   SOLE   0 0 19,100
MARKETAXESS HLDGS INC COM 57060D108 798 2,400 SH   SOLE   0 0 2,400
DXC TECHNOLOGY CO COM 23355L106 728 55,800 SH   SOLE   0 0 55,800