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
51JOB INC SP ADR REP COM 316827104 17,932 287,200 SH   SOLE   0 287,200 0
A10 NETWORKS INC COM 002121101 25 4,162 SH   SOLE   0 4,162 0
ABBVIE INC COM 00287Y109 3,489 37,846 SH   SOLE   0 37,846 0
ABIOMED INC COM 003654100 208,767 642,283 SH   SOLE   0 642,283 0
ADOBE INC COM 00724F101 253,062 1,118,556 SH   SOLE   0 1,118,556 0
AES CORP COM 00130H105 11,501 795,412 SH   SOLE   0 795,412 0
AFLAC INC COM 001055102 196,919 4,322,196 SH   SOLE   0 4,322,196 0
AGILENT TECHNOLOGIES INC COM 00846U101 369 5,475 SH   SOLE   0 5,475 0
ALBEMARLE CORP COM 012653101 732 9,500 SH   SOLE   0 9,500 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 36,513 266,389 SH   SOLE   0 266,389 0
ALIGN TECHNOLOGY INC COM 016255101 143,376 684,602 SH   SOLE   0 684,602 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 59,529 1,355,719 SH   SOLE   0 1,355,719 0
ALLSTATE CORP COM 020002101 21,089 255,230 SH   SOLE   0 255,230 0
ALPHABET INC CAP STK CL A 02079K305 19,449 18,613 SH   SOLE   0 18,613 0
ALPHABET INC CAP STK CL C 02079K107 92,317 89,143 SH   SOLE   0 89,143 0
ALTRIA GROUP INC COM 02209S103 2,840 57,515 SH   SOLE   0 57,515 0
AMAZON COM INC COM 023135106 111,375 74,153 SH   SOLE   0 74,153 0
AMEDISYS INC COM 023436108 31,471 268,731 SH   SOLE   0 268,731 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 2,905 103,983 SH   SOLE   0 103,983 0
AMERICAN FINL GROUP INC OHIO COM 025932104 4,983 55,044 SH   SOLE   0 55,044 0
AMERICAN NATL INS CO COM 028591105 240 1,893 SH   SOLE   0 1,893 0
AMERICAN STS WTR CO COM 029899101 860 12,834 SH   SOLE   0 12,834 0
AMGEN INC COM 031162100 6,206 31,882 SH   SOLE   0 31,882 0
ANSYS INC COM 03662Q105 146,522 1,025,061 SH   SOLE   0 1,025,061 0
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 1,564 139,900 SH   SOLE   0 139,900 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 38,733 2,716,208 SH   SOLE   0 2,716,208 0
APPLE INC COM 037833100 155,450 985,488 SH   SOLE   0 985,488 0
APTARGROUP INC COM 038336103 195 2,075 SH   SOLE   0 2,075 0
AQUA AMERICA INC COM 03836W103 968 28,314 SH   SOLE   0 28,314 0
ARAMARK COM 03852U106 530 18,300 SH   SOLE   0 18,300 0
ARCH COAL INC CL A 039380407 43,616 525,565 SH   SOLE   0 525,565 0
ARISTA NETWORKS INC COM 040413106 821 3,900 SH   SOLE   0 3,900 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 3,937 67,646 SH   SOLE   0 67,646 0
ASPEN TECHNOLOGY INC COM 045327103 76,856 935,217 SH   SOLE   0 935,217 0
AT&T INC COM 00206R102 491 17,223 SH   SOLE   0 17,223 0
AUTODESK INC COM 052769106 16,744 130,193 SH   SOLE   0 130,193 0
AUTOHOME INC SP ADR RP CL A 05278C107 139,554 1,783,900 SH   SOLE   0 1,783,900 0
AVANOS MED INC COM 05350V106 1,184 26,439 SH   SOLE   0 26,439 0
AXALTA COATING SYS LTD COM G0750C108 726 31,000 SH   SOLE   0 31,000 0
AXON ENTERPRISE INC COM 05464C101 5,291 120,955 SH   SOLE   0 120,955 0
BAIDU INC SPON ADR REP A 056752108 7,102 44,780 SH   SOLE   0 44,780 0
BANK AMER CORP COM 060505104 3,287 133,439 SH   SOLE   0 133,439 0
BAUSCH HEALTH COS INC COM 071734107 778 42,100 SH   SOLE   0 42,100 0
BAXTER INTL INC COM 071813109 232,811 3,537,086 SH   SOLE   0 3,537,086 0
BED BATH & BEYOND INC COM 075896100 145 12,887 SH   SOLE   0 12,887 0
BEST BUY INC COM 086516101 84,237 1,590,594 SH   SOLE   0 1,590,594 0
BIO RAD LABS INC CL A 090572207 441 1,900 SH   SOLE   0 1,900 0
BIOGEN INC COM 09062X103 127,417 423,427 SH   SOLE   0 423,427 0
BLOCK H & R INC COM 093671105 743 29,300 SH   SOLE   0 29,300 0
BOEING CO COM 097023105 182,708 566,538 SH   SOLE   0 566,538 0
BOOKING HLDGS INC COM 09857L108 1,298 754 SH   SOLE   0 754 0
BOSTON BEER INC CL A 100557107 53,950 224,011 SH   SOLE   0 224,011 0
BRISTOL MYERS SQUIBB CO COM 110122108 214,700 4,130,436 SH   SOLE   0 4,130,436 0
BRIXMOR PPTY GROUP INC COM 11120U105 16,095 1,095,698 SH   SOLE   0 1,095,698 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,868 19,410 SH   SOLE   0 19,410 0
BROOKFIELD PROPERTY REIT INC CL A 11282X103 570 35,431 SH   SOLE   0 35,431 0
BRUKER CORP COM 116794108 24,984 839,241 SH   SOLE   0 839,241 0
BUCKLE INC COM 118440106 1,194 61,740 SH   SOLE   0 61,740 0
CACTUS INC CL A 127203107 2,920 106,551 SH   SOLE   0 106,551 0
CADENCE DESIGN SYSTEM INC COM 127387108 184,657 4,246,958 SH   SOLE   0 4,246,958 0
CAPITAL ONE FINL CORP COM 14040H105 491 6,504 SH   SOLE   0 6,504 0
CARDINAL HEALTH INC COM 14149Y108 284 6,376 SH   SOLE   0 6,376 0
CBRE GROUP INC CL A 12504L109 117,403 2,932,163 SH   SOLE   0 2,932,163 0
CBS CORP NEW CL B 124857202 835 19,100 SH   SOLE   0 19,100 0
CELANESE CORP DEL COM 150870103 71,057 789,794 SH   SOLE   0 789,794 0
CELGENE CORP COM 151020104 80,956 1,263,163 SH   SOLE   0 1,263,163 0
CENTERPOINT ENERGY INC COM 15189T107 76,187 2,698,813 SH   SOLE   0 2,698,813 0
CENTURYLINK INC COM 156700106 665 43,909 SH   SOLE   0 43,909 0
CERNER CORP COM 156782104 138,640 2,643,785 SH   SOLE   0 2,643,785 0
CHEMED CORP NEW COM 16359R103 54,986 194,107 SH   SOLE   0 194,107 0
CHEVRON CORP NEW COM 166764100 1,157 10,641 SH   SOLE   0 10,641 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 777 1,800 SH   SOLE   0 1,800 0
CHURCH & DWIGHT INC COM 171340102 853 12,979 SH   SOLE   0 12,979 0
CISCO SYS INC COM 17275R102 2,847 65,725 SH   SOLE   0 65,725 0
CITI TRENDS INC COM 17306X102 1,142 56,020 SH   SOLE   0 56,020 0
CITRIX SYS INC COM 177376100 204,203 1,993,008 SH   SOLE   0 1,993,008 0
CLEARWAY ENERGY INC CL C 18539C204 799 46,365 SH   SOLE   0 46,365 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 939 20,784 SH   SOLE   0 20,784 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 388 6,126 SH   SOLE   0 6,126 0
COLGATE PALMOLIVE CO COM 194162103 10,553 177,309 SH   SOLE   0 177,309 0
COLUMBIA SPORTSWEAR CO COM 198516106 1,327 15,791 SH   SOLE   0 15,791 0
COMERICA INC COM 200340107 76,475 1,113,341 SH   SOLE   0 1,113,341 0
COMMVAULT SYSTEMS INC COM 204166102 28,825 487,828 SH   SOLE   0 487,828 0
CONAGRA BRANDS INC COM 205887102 647 30,300 SH   SOLE   0 30,300 0
CONSTELLATION BRANDS INC CL A 21036P108 128 800 SH   SOLE   0 800 0
CONTINENTAL BLDG PRODS INC COM 211171103 8,048 316,256 SH   SOLE   0 316,256 0
CONTINENTAL RESOURCES INC COM 212015101 856 21,300 SH   SOLE   0 21,300 0
COREPOINT LODGING INC COM 21872L104 7,466 609,511 SH   SOLE   0 609,511 0
COSTCO WHSL CORP NEW COM 22160K105 6,013 29,522 SH   SOLE   0 29,522 0
COTY INC COM CL A 222070203 734 112,000 SH   SOLE   0 112,000 0
CROCS INC COM 227046109 38,623 1,486,668 SH   SOLE   0 1,486,668 0
CUTERA INC COM 232109108 2,312 135,865 SH   SOLE   0 135,865 0
CVR ENERGY INC COM 12662P108 438 12,710 SH   SOLE   0 12,710 0
DANAHER CORP DEL COM 235851102 2,151 20,867 SH   SOLE   0 20,867 0
DAVITA INC COM 23918K108 697 13,563 SH   SOLE   0 13,563 0
DEAN FOODS CO NEW COM NEW 242370203 84 22,165 SH   SOLE   0 22,165 0
DECKERS OUTDOOR CORP COM 243537107 101,225 791,135 SH   SOLE   0 791,135 0
DENBURY RES INC COM NEW 247916208 5,624 3,289,015 SH   SOLE   0 3,289,015 0
DEVON ENERGY CORP NEW COM 25179M103 655 29,100 SH   SOLE   0 29,100 0
DEXCOM INC COM 252131107 65,247 544,639 SH   SOLE   0 544,639 0
DISCOVER FINL SVCS COM 254709108 28,197 478,091 SH   SOLE   0 478,091 0
DISNEY WALT CO COM DISNEY 254687106 106,699 973,090 SH   SOLE   0 973,090 0
DOMTAR CORP COM NEW 257559203 505 14,399 SH   SOLE   0 14,399 0
DONALDSON INC COM 257651109 516 11,900 SH   SOLE   0 11,900 0
DROPBOX INC CL A 26210C104 753 36,901 SH   SOLE   0 36,901 0
DYNEX CAP INC COM NEW 26817Q506 73 12,910 SH   SOLE   0 12,910 0
EDGEWELL PERS CARE CO COM 28035Q102 8,517 228,045 SH   SOLE   0 228,045 0
EDISON INTL COM 281020107 8,991 158,384 SH   SOLE   0 158,384 0
EDWARDS LIFESCIENCES CORP COM 28176E108 79,620 519,816 SH   SOLE   0 519,816 0
ELECTRONIC ARTS INC COM 285512109 62,417 790,996 SH   SOLE   0 790,996 0
ENNIS INC COM 293389102 122 6,383 SH   SOLE   0 6,383 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 28,295 428,658 SH   SOLE   0 428,658 0
EVERCORE INC CLASS A 29977A105 64,365 899,458 SH   SOLE   0 899,458 0
EXANTAS CAP CORP COM NEW 30068N105 3,009 300,313 SH   SOLE   0 300,313 0
EXPEDITORS INTL WASH INC COM 302130109 63,031 925,711 SH   SOLE   0 925,711 0
EXXON MOBIL CORP COM 30231G102 21,531 315,757 SH   SOLE   0 315,757 0
F M C CORP COM NEW 302491303 754 10,200 SH   SOLE   0 10,200 0
F5 NETWORKS INC COM 315616102 200,210 1,235,640 SH   SOLE   0 1,235,640 0
FACEBOOK INC CL A 30303M102 26,978 205,800 SH   SOLE   0 205,800 0
FACTSET RESH SYS INC COM 303075105 220 1,100 SH   SOLE   0 1,100 0
FEDEX CORP COM 31428X106 725 4,500 SH   SOLE   0 4,500 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 48,957 1,557,186 SH   SOLE   0 1,557,186 0
FIRST HAWAIIAN INC COM 32051X108 556 24,736 SH   SOLE   0 24,736 0
FLOWSERVE CORP COM 34354P105 802 21,100 SH   SOLE   0 21,100 0
FORTINET INC COM 34959E109 183,048 2,599,009 SH   SOLE   0 2,599,009 0
FOSSIL GROUP INC COM 34988V106 19,546 1,242,634 SH   SOLE   0 1,242,634 0
FRANKLIN RES INC COM 354613101 186 6,300 SH   SOLE   0 6,300 0
FTI CONSULTING INC COM 302941109 25,199 378,147 SH   SOLE   0 378,147 0
FTS INTERNATIONAL INC COM 30283W104 1,178 165,758 SH   SOLE   0 165,758 0
GAMING & LEISURE PPTYS INC COM 36467J108 466 14,445 SH   SOLE   0 14,445 0
GENERAL DYNAMICS CORP COM 369550108 47 300 SH   SOLE   0 300 0
GENESCO INC COM 371532102 8,638 194,997 SH   SOLE   0 194,997 0
GILEAD SCIENCES INC COM 375558103 29,669 474,340 SH   SOLE   0 474,340 0
GLOBUS MED INC CL A 379577208 6,983 161,357 SH   SOLE   0 161,357 0
GRACO INC COM 384109104 11,769 281,219 SH   SOLE   0 281,219 0
GRAINGER W W INC COM 384802104 233,560 827,172 SH   SOLE   0 827,172 0
GRUBHUB INC COM 400110102 883 11,500 SH   SOLE   0 11,500 0
HAEMONETICS CORP COM 405024100 43,660 436,382 SH   SOLE   0 436,382 0
HALOZYME THERAPEUTICS INC COM 40637H109 22,866 1,562,994 SH   SOLE   0 1,562,994 0
HANESBRANDS INC COM 410345102 800 63,900 SH   SOLE   0 63,900 0
HANOVER INS GROUP INC COM 410867105 7,860 67,317 SH   SOLE   0 67,317 0
HARLEY DAVIDSON INC COM 412822108 126 3,700 SH   SOLE   0 3,700 0
HD SUPPLY HLDGS INC COM 40416M105 62,275 1,659,801 SH   SOLE   0 1,659,801 0
HEALTHEQUITY INC COM 42226A107 28 481 SH   SOLE   0 481 0
HECLA MNG CO COM 422704106 9,559 4,050,811 SH   SOLE   0 4,050,811 0
HESS CORP COM 42809H107 684 16,900 SH   SOLE   0 16,900 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 805 61,000 SH   SOLE   0 61,000 0
HFF INC CL A 40418F108 5,151 155,346 SH   SOLE   0 155,346 0
HOME DEPOT INC COM 437076102 194 1,134 SH   SOLE   0 1,134 0
HOST HOTELS & RESORTS INC COM 44107P104 627 37,668 SH   SOLE   0 37,668 0
HUMANA INC COM 444859102 83,152 290,256 SH   SOLE   0 290,256 0
HUNT J B TRANS SVCS INC COM 445658107 7,554 81,199 SH   SOLE   0 81,199 0
ICICI BK LTD ADR 45104G104 436 42,400 SH   SOLE   0 42,400 0
IDACORP INC COM 451107106 13,960 150,017 SH   SOLE   0 150,017 0
IDEXX LABS INC COM 45168D104 175,473 943,305 SH   SOLE   0 943,305 0
ILLUMINA INC COM 452327109 8,578 28,601 SH   SOLE   0 28,601 0
INFOSYS LTD SPONSORED ADR 456788108 4,846 509,100 SH   SOLE   0 509,100 0
INNOVIVA INC COM 45781M101 22,334 1,279,933 SH   SOLE   0 1,279,933 0
INOGEN INC COM 45780L104 163 1,320 SH   SOLE   0 1,320 0
INSPERITY INC COM 45778Q107 32,160 344,479 SH   SOLE   0 344,479 0
INTEL CORP COM 458140100 287 6,124 SH   SOLE   0 6,124 0
INTERNATIONAL BUSINESS MACHS COM 459200101 5,479 48,203 SH   SOLE   0 48,203 0
INTERPUBLIC GROUP COS INC COM 460690100 819 39,700 SH   SOLE   0 39,700 0
INTL PAPER CO COM 460146103 587 14,566 SH   SOLE   0 14,566 0
INTUIT COM 461202103 274,164 1,392,759 SH   SOLE   0 1,392,759 0
INTUITIVE SURGICAL INC COM NEW 46120E602 103,470 216,050 SH   SOLE   0 216,050 0
JD COM INC SPON ADR CL A 47215P106 470 22,460 SH   SOLE   0 22,460 0
JOHNSON & JOHNSON COM 478160104 25,788 199,834 SH   SOLE   0 199,834 0
JONES LANG LASALLE INC COM 48020Q107 93,486 738,438 SH   SOLE   0 738,438 0
JPMORGAN CHASE & CO COM 46625H100 14,218 145,649 SH   SOLE   0 145,649 0
JUNIPER NETWORKS INC COM 48203R104 24,774 920,645 SH   SOLE   0 920,645 0
KFORCE INC COM 493732101 9,472 306,348 SH   SOLE   0 306,348 0
KILROY RLTY CORP COM 49427F108 2,440 38,806 SH   SOLE   0 38,806 0
KIMBALL INTL INC CL B 494274103 295 20,793 SH   SOLE   0 20,793 0
KIMCO RLTY CORP COM 49446R109 107 7,323 SH   SOLE   0 7,323 0
KKR REAL ESTATE FIN TR INC COM 48251K100 1,285 67,142 SH   SOLE   0 67,142 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 814 32,500 SH   SOLE   0 32,500 0
KOHLS CORP COM 500255104 3,460 52,161 SH   SOLE   0 52,161 0
L BRANDS INC COM 501797104 693 27,000 SH   SOLE   0 27,000 0
L3 TECHNOLOGIES INC COM 502413107 937 5,400 SH   SOLE   0 5,400 0
LADDER CAP CORP CL A 505743104 484 31,338 SH   SOLE   0 31,338 0
LANDSTAR SYS INC COM 515098101 57,818 604,351 SH   SOLE   0 604,351 0
LAUDER ESTEE COS INC CL A 518439104 146,401 1,125,301 SH   SOLE   0 1,125,301 0
LIBERTY PPTY TR SH BEN INT 531172104 678 16,200 SH   SOLE   0 16,200 0
LILLY ELI & CO COM 532457108 21,471 185,548 SH   SOLE   0 185,548 0
LORAL SPACE & COMMUNICATNS I COM 543881106 724 19,444 SH   SOLE   0 19,444 0
LOUISIANA PAC CORP COM 546347105 25,970 1,168,787 SH   SOLE   0 1,168,787 0
MACYS INC COM 55616P104 3,761 126,299 SH   SOLE   0 126,299 0
MANHATTAN ASSOCS INC COM 562750109 49,960 1,179,137 SH   SOLE   0 1,179,137 0
MARCUS & MILLICHAP INC COM 566324109 3,592 104,645 SH   SOLE   0 104,645 0
MASIMO CORP COM 574795100 83,694 779,500 SH   SOLE   0 779,500 0
MASTERCARD INCORPORATED CL A 57636Q104 267,444 1,417,677 SH   SOLE   0 1,417,677 0
MCKESSON CORP COM 58155Q103 4,261 38,574 SH   SOLE   0 38,574 0
MDU RES GROUP INC COM 552690109 32,620 1,368,300 SH   SOLE   0 1,368,300 0
MEDIFAST INC COM 58470H101 37,964 303,665 SH   SOLE   0 303,665 0
MEDPACE HLDGS INC COM 58506Q109 15,130 285,855 SH   SOLE   0 285,855 0
MERCK & CO INC COM 58933Y105 3,349 43,837 SH   SOLE   0 43,837 0
MERCURY GENL CORP NEW COM 589400100 21,374 413,354 SH   SOLE   0 413,354 0
MERIDIAN BIOSCIENCE INC COM 589584101 347 20,003 SH   SOLE   0 20,003 0
METLIFE INC COM 59156R108 94,919 2,311,734 SH   SOLE   0 2,311,734 0
MGM RESORTS INTERNATIONAL COM 552953101 473 19,500 SH   SOLE   0 19,500 0
MICROSOFT CORP COM 594918104 137,244 1,351,230 SH   SOLE   0 1,351,230 0
MOBILEIRON INC COM NEW 60739U204 101 22,134 SH   SOLE   0 22,134 0
MOELIS & CO CL A 60786M105 615 17,890 SH   SOLE   0 17,890 0
MOLINA HEALTHCARE INC COM 60855R100 139 1,200 SH   SOLE   0 1,200 0
MOMO INC ADR 60879B107 90,512 3,811,049 SH   SOLE   0 3,811,049 0
MONSTER BEVERAGE CORP NEW COM 61174X109 47,412 963,268 SH   SOLE   0 963,268 0
MOSAIC CO NEW COM 61945C103 166 5,700 SH   SOLE   0 5,700 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 793 6,900 SH   SOLE   0 6,900 0
MOVADO GROUP INC COM 624580106 1,490 47,140 SH   SOLE   0 47,140 0
MSG NETWORK INC CL A 553573106 21,095 895,396 SH   SOLE   0 895,396 0
NATIONAL BEVERAGE CORP COM 635017106 12,114 168,790 SH   SOLE   0 168,790 0
NATIONAL CINEMEDIA INC COM 635309107 185 28,640 SH   SOLE   0 28,640 0
NATIONAL FUEL GAS CO N J COM 636180101 32,374 632,556 SH   SOLE   0 632,556 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102 1,007 3,352 SH   SOLE   0 3,352 0
NAVIENT CORPORATION COM 63938C108 193 21,924 SH   SOLE   0 21,924 0
NETAPP INC COM 64110D104 47,639 798,387 SH   SOLE   0 798,387 0
NETEASE INC SPONSORED ADR 64110W102 652 2,772 SH   SOLE   0 2,772 0
NEWMONT MINING CORP COM 651639106 11,004 317,600 SH   SOLE   0 317,600 0
NIKE INC CL B 654106103 224,658 3,030,188 SH   SOLE   0 3,030,188 0
NMI HLDGS INC CL A 629209305 5,093 285,370 SH   SOLE   0 285,370 0
NOBLE ENERGY INC COM 655044105 731 39,000 SH   SOLE   0 39,000 0
NORFOLK SOUTHERN CORP COM 655844108 8,167 54,616 SH   SOLE   0 54,616 0
NORTHWESTERN CORP COM NEW 668074305 6,290 105,827 SH   SOLE   0 105,827 0
NRG ENERGY INC COM NEW 629377508 1,933 48,821 SH   SOLE   0 48,821 0
NU SKIN ENTERPRISES INC CL A 67018T105 49,875 813,238 SH   SOLE   0 813,238 0
NUANCE COMMUNICATIONS INC COM 67020Y100 8,097 612,041 SH   SOLE   0 612,041 0
OCCIDENTAL PETE CORP DEL COM 674599105 676 11,015 SH   SOLE   0 11,015 0
OGE ENERGY CORP COM 670837103 46,876 1,196,127 SH   SOLE   0 1,196,127 0
OLD DOMINION FGHT LINES INC COM 679580100 42,983 348,076 SH   SOLE   0 348,076 0
OLD REP INTL CORP COM 680223104 97 4,725 SH   SOLE   0 4,725 0
ONE GAS INC COM 68235P108 15,017 188,659 SH   SOLE   0 188,659 0
ORACLE CORP COM 68389X105 59,049 1,307,849 SH   SOLE   0 1,307,849 0
PARK HOTELS RESORTS INC COM 700517105 49,417 1,902,122 SH   SOLE   0 1,902,122 0
PATTERSON COMPANIES INC COM 703395103 1,654 84,143 SH   SOLE   0 84,143 0
PAYCHEX INC COM 704326107 825 12,677 SH   SOLE   0 12,677 0
PAYCOM SOFTWARE INC COM 70432V102 404 3,300 SH   SOLE   0 3,300 0
PEBBLEBROOK HOTEL TR COM 70509V100 719 25,400 SH   SOLE   0 25,400 0
PEGASYSTEMS INC COM 705573103 3,509 73,381 SH   SOLE   0 73,381 0
PFIZER INC COM 717081103 2,933 67,211 SH   SOLE   0 67,211 0
PHILIP MORRIS INTL INC COM 718172109 980 14,683 SH   SOLE   0 14,683 0
PHILLIPS 66 COM 718546104 64,494 748,629 SH   SOLE   0 748,629 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 3,864 226,799 SH   SOLE   0 226,799 0
PITNEY BOWES INC COM 724479100 2,612 442,089 SH   SOLE   0 442,089 0
PORTLAND GEN ELEC CO COM NEW 736508847 6,449 140,668 SH   SOLE   0 140,668 0
PPL CORP COM 69351T106 43,537 1,536,816 SH   SOLE   0 1,536,816 0
PRICE T ROWE GROUP INC COM 74144T108 181,038 1,960,988 SH   SOLE   0 1,960,988 0
PRINCIPAL FINL GROUP INC COM 74251V102 1,026 23,231 SH   SOLE   0 23,231 0
PROCTER AND GAMBLE CO COM 742718109 269,897 2,936,221 SH   SOLE   0 2,936,221 0
PROGRESS SOFTWARE CORP COM 743312100 15,672 441,615 SH   SOLE   0 441,615 0
PROGRESSIVE CORP OHIO COM 743315103 399 6,630 SH   SOLE   0 6,630 0
PROOFPOINT INC COM 743424103 1,133 13,527 SH   SOLE   0 13,527 0
PRUDENTIAL FINL INC COM 744320102 220 2,699 SH   SOLE   0 2,699 0
PS BUSINESS PKS INC CALIF COM 69360J107 1,805 13,781 SH   SOLE   0 13,781 0
PUBLIC STORAGE COM 74460D109 230,429 1,138,427 SH   SOLE   0 1,138,427 0
RALPH LAUREN CORP CL A 751212101 85,522 826,620 SH   SOLE   0 826,620 0
RAYONIER INC COM 754907103 41,130 1,485,380 SH   SOLE   0 1,485,380 0
RAYTHEON CO COM NEW 755111507 46,496 303,208 SH   SOLE   0 303,208 0
REGENERON PHARMACEUTICALS COM 75886F107 27,540 73,735 SH   SOLE   0 73,735 0
REGIONS FINL CORP NEW COM 7591EP100 775 57,942 SH   SOLE   0 57,942 0
RESMED INC COM 761152107 3,093 27,167 SH   SOLE   0 27,167 0
REX AMERICAN RESOURCES CORP COM 761624105 1,488 21,848 SH   SOLE   0 21,848 0
ROBERT HALF INTL INC COM 770323103 145,551 2,544,609 SH   SOLE   0 2,544,609 0
ROCKWELL AUTOMATION INC COM 773903109 1,306 8,681 SH   SOLE   0 8,681 0
RUDOLPH TECHNOLOGIES INC COM 781270103 2,053 100,308 SH   SOLE   0 100,308 0
SEI INVESTMENTS CO COM 784117103 15,841 342,893 SH   SOLE   0 342,893 0
SERVICENOW INC COM 81762P102 2,240 12,581 SH   SOLE   0 12,581 0
SHOE CARNIVAL INC COM 824889109 1,883 56,204 SH   SOLE   0 56,204 0
SIGNET JEWELERS LIMITED SHS G81276100 3,918 123,333 SH   SOLE   0 123,333 0
SIMON PPTY GROUP INC NEW COM 828806109 25,546 152,074 SH   SOLE   0 152,074 0
SIMPSON MANUFACTURING CO INC COM 829073105 24,391 450,601 SH   SOLE   0 450,601 0
SIRIUS XM HLDGS INC COM 82968B103 34,839 6,101,569 SH   SOLE   0 6,101,569 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 712 12,800 SH   SOLE   0 12,800 0
SL GREEN RLTY CORP COM 78440X101 36,840 465,864 SH   SOLE   0 465,864 0
SLEEP NUMBER CORP COM 83125X103 32,973 1,039,192 SH   SOLE   0 1,039,192 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 17,677 501,501 SH   SOLE   0 501,501 0
SPROUTS FMRS MKT INC COM 85208M102 29,092 1,237,468 SH   SOLE   0 1,237,468 0
SPS COMM INC COM 78463M107 5,352 64,972 SH   SOLE   0 64,972 0
SQUARE INC CL A 852234103 145 2,600 SH   SOLE   0 2,600 0
ST JOE CO COM 790148100 156 11,850 SH   SOLE   0 11,850 0
STAAR SURGICAL CO COM PAR $0.01 852312305 1,970 61,766 SH   SOLE   0 61,766 0
STARWOOD PPTY TR INC COM 85571B105 796 40,400 SH   SOLE   0 40,400 0
STURM RUGER & CO INC COM 864159108 1,568 29,471 SH   SOLE   0 29,471 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 1,140 87,678 SH   SOLE   0 87,678 0
SUNTRUST BKS INC COM 867914103 284 5,638 SH   SOLE   0 5,638 0
SURMODICS INC COM 868873100 1,895 40,113 SH   SOLE   0 40,113 0
SYNOPSYS INC COM 871607107 4,037 47,934 SH   SOLE   0 47,934 0
SYNOVUS FINL CORP COM NEW 87161C501 21,938 685,791 SH   SOLE   0 685,791 0
TABLEAU SOFTWARE INC CL A 87336U105 3,614 30,123 SH   SOLE   0 30,123 0
TAILORED BRANDS INC COM 87403A107 9,595 703,498 SH   SOLE   0 703,498 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 12,091 327,600 SH   SOLE   0 327,600 0
TANGER FACTORY OUTLET CTRS I COM 875465106 4,895 242,132 SH   SOLE   0 242,132 0
TARGA RES CORP COM 87612G101 280 7,800 SH   SOLE   0 7,800 0
TARGET CORP COM 87612E106 386 5,843 SH   SOLE   0 5,843 0
TCF FINL CORP COM 872275102 12,898 661,785 SH   SOLE   0 661,785 0
TERADATA CORP DEL COM 88076W103 2,645 68,968 SH   SOLE   0 68,968 0
TERNIUM SA SPON ADR 880890108 7,468 275,595 SH   SOLE   0 275,595 0
TEXTRON INC COM 883203101 294 6,400 SH   SOLE   0 6,400 0
TORCHMARK CORP COM 891027104 9,996 134,133 SH   SOLE   0 134,133 0
TORO CO COM 891092108 7,188 128,642 SH   SOLE   0 128,642 0
TRAVELERS COMPANIES INC COM 89417E109 212,384 1,773,562 SH   SOLE   0 1,773,562 0
TREX CO INC COM 89531P105 22,970 386,976 SH   SOLE   0 386,976 0
TRIPADVISOR INC COM 896945201 118,505 2,196,989 SH   SOLE   0 2,196,989 0
TWILIO INC CL A 90138F102 919 10,300 SH   SOLE   0 10,300 0
TWITTER INC COM 90184L102 718 25,000 SH   SOLE   0 25,000 0
UGI CORP NEW COM 902681105 75,710 1,419,127 SH   SOLE   0 1,419,127 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 4,361 17,813 SH   SOLE   0 17,813 0
UNDER ARMOUR INC CL A 904311107 35,017 1,981,761 SH   SOLE   0 1,981,761 0
UNION PAC CORP COM 907818108 74,366 537,989 SH   SOLE   0 537,989 0
UNITEDHEALTH GROUP INC COM 91324P102 269 1,082 SH   SOLE   0 1,082 0
UNIVERSAL HLTH SVCS INC CL B 913903100 93 800 SH   SOLE   0 800 0
UNIVERSAL INS HLDGS INC COM 91359V107 3,164 83,447 SH   SOLE   0 83,447 0
URBAN OUTFITTERS INC COM 917047102 42,597 1,283,054 SH   SOLE   0 1,283,054 0
USANA HEALTH SCIENCES INC COM 90328M107 27,768 235,867 SH   SOLE   0 235,867 0
V F CORP COM 918204108 127,048 1,780,883 SH   SOLE   0 1,780,883 0
VALERO ENERGY CORP NEW COM 91913Y100 248 3,313 SH   SOLE   0 3,313 0
VARIAN MED SYS INC COM 92220P105 53,357 470,901 SH   SOLE   0 470,901 0
VERA BRADLEY INC COM 92335C106 149 17,404 SH   SOLE   0 17,404 0
VERISIGN INC COM 92343E102 12,879 86,855 SH   SOLE   0 86,855 0
VERIZON COMMUNICATIONS INC COM 92343V104 78,583 1,397,792 SH   SOLE   0 1,397,792 0
VERSO CORP CL A 92531L207 8,811 393,360 SH   SOLE   0 393,360 0
VERTEX PHARMACEUTICALS INC COM 92532F100 122,700 740,451 SH   SOLE   0 740,451 0
VIACOM INC NEW CL B 92553P201 7,823 304,415 SH   SOLE   0 304,415 0
VICI PPTYS INC COM 925652109 733 39,040 SH   SOLE   0 39,040 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 2,425 444,200 SH   SOLE   0 444,200 0
VISA INC COM CL A 92826C839 199,827 1,514,535 SH   SOLE   0 1,514,535 0
VONAGE HLDGS CORP COM 92886T201 3,270 374,637 SH   SOLE   0 374,637 0
VORNADO RLTY TR SH BEN INT 929042109 5,259 84,790 SH   SOLE   0 84,790 0
W & T OFFSHORE INC COM 92922P106 10,334 2,508,445 SH   SOLE   0 2,508,445 0
WABTEC CORP COM 929740108 126 1,800 SH   SOLE   0 1,800 0
WADDELL & REED FINL INC CL A 930059100 9,862 545,485 SH   SOLE   0 545,485 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,144 46,019 SH   SOLE   0 46,019 0
WALMART INC COM 931142103 72,626 779,668 SH   SOLE   0 779,668 0
WAYFAIR INC CL A 94419L101 144 1,600 SH   SOLE   0 1,600 0
WD-40 CO COM 929236107 246 1,345 SH   SOLE   0 1,345 0
WEIBO CORP SPONSORED ADR 948596101 29,017 496,620 SH   SOLE   0 496,620 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 14,955 387,939 SH   SOLE   0 387,939 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 310 12,535 SH   SOLE   0 12,535 0
WELLS FARGO CO NEW COM 949746101 1,666 36,163 SH   SOLE   0 36,163 0
WESTROCK CO COM 96145D105 826 21,900 SH   SOLE   0 21,900 0
WEYERHAEUSER CO COM 962166104 68 3,129 SH   SOLE   0 3,129 0
WILEY JOHN & SONS INC CL A 968223206 1,383 29,448 SH   SOLE   0 29,448 0
WINMARK CORP COM 974250102 137 866 SH   SOLE   0 866 0
WORLDPAY INC CL A 981558109 114,699 1,488,583 SH   SOLE   0 1,488,583 0
WPX ENERGY INC COM 98212B103 145 12,800 SH   SOLE   0 12,800 0
XENIA HOTELS & RESORTS INC COM 984017103 2,435 141,588 SH   SOLE   0 141,588 0
XEROX CORP COM NEW 984121608 818 41,400 SH   SOLE   0 41,400 0
ZAYO GROUP HLDGS INC COM 98919V105 865 37,900 SH   SOLE   0 37,900 0
ZIMMER BIOMET HLDGS INC COM 98956P102 1,502 14,490 SH   SOLE   0 14,490 0