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
A10 NETWORKS INC COM 002121101 59 8,444 SH   SOLE   0 8,444 0
ABBVIE INC COM 00287Y109 5,317 65,988 SH   SOLE   0 65,988 0
ABIOMED INC COM 003654100 145,571 509,723 SH   SOLE   0 509,723 0
ACCURAY INC COM 004397105 11 2,419 SH   SOLE   0 2,419 0
ADOBE INC COM 00724F101 7,810 29,308 SH   SOLE   0 29,308 0
AES CORP COM 00130H105 66,418 3,673,591 SH   SOLE   0 3,673,591 0
AFLAC INC COM 001055102 85,570 1,711,400 SH   SOLE   0 1,711,400 0
AGILENT TECHNOLOGIES INC COM 00846U101 30,510 379,583 SH   SOLE   0 379,583 0
ALBEMARLE CORP COM 012653101 680 8,300 SH   SOLE   0 8,300 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 51,718 283,464 SH   SOLE   0 283,464 0
ALLERGAN PLC SHS 00BY9D546 47,404 323,778 SH   SOLE   0 323,778 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 59,059 1,314,768 SH   SOLE   0 1,314,768 0
ALLSTATE CORP COM 020002101 27,805 295,235 SH   SOLE   0 295,235 0
ALPHABET INC CAP STK CL A 02079K305 21,905 18,613 SH   SOLE   0 18,613 0
ALPHABET INC CAP STK CL C 02079K107 103,340 88,076 SH   SOLE   0 88,076 0
ALTICE USA INC CL A 02156K103 773 36,000 SH   SOLE   0 36,000 0
ALTRIA GROUP INC COM 02209S103 1,319 22,981 SH   SOLE   0 22,981 0
AMAZON COM INC COM 023135106 131,203 73,679 SH   SOLE   0 73,679 0
AMC NETWORKS INC CL A 00164V103 1,772 31,233 SH   SOLE   0 31,233 0
AMEDISYS INC COM 023436108 23,177 188,035 SH   SOLE   0 188,035 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 2,640 97,738 SH   SOLE   0 97,738 0
AMERICAN FINL GROUP INC OHIO COM 025932104 0 5 SH   SOLE   0 5 0
AMERICAN NATL INS CO COM 028591105 228 1,893 SH   SOLE   0 1,893 0
AMERIPRISE FINL INC COM 03076C106 794 6,200 SH   SOLE   0 6,200 0
AMERISOURCEBERGEN CORP COM 03073E105 485 6,100 SH   SOLE   0 6,100 0
AMGEN INC COM 031162100 105,295 554,247 SH   SOLE   0 554,247 0
ANNALY CAP MGMT INC COM 035710409 13,777 1,379,135 SH   SOLE   0 1,379,135 0
ANSYS INC COM 03662Q105 185,336 1,014,374 SH   SOLE   0 1,014,374 0
ANTERO MIDSTREAM CORP COM 03676B102 1,968 142,824 SH   SOLE   0 142,824 0
ANTERO RES CORP COM 03674X106 604 68,478 SH   SOLE   0 68,478 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 36,745 2,254,300 SH   SOLE   0 2,254,300 0
APPLE INC COM 037833100 182,331 959,892 SH   SOLE   0 959,892 0
ARCH COAL INC CL A 039380407 47,968 525,565 SH   SOLE   0 525,565 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 6,436 81,040 SH   SOLE   0 81,040 0
ASPEN TECHNOLOGY INC COM 045327103 90,182 864,977 SH   SOLE   0 864,977 0
AT&T INC COM 00206R102 34 1,114 SH   SOLE   0 1,114 0
ATHENE HLDG LTD CL A G0684D107 2,445 59,927 SH   SOLE   0 59,927 0
AUTODESK INC COM 052769106 23,011 147,678 SH   SOLE   0 147,678 0
AUTOHOME INC SP ADR RP CL A 05278C107 116,199 1,105,400 SH   SOLE   0 1,105,400 0
AUTOZONE INC COM 053332102 7,021 6,856 SH   SOLE   0 6,856 0
AXA EQUITABLE HLDGS INC COM 054561105 828 41,129 SH   SOLE   0 41,129 0
AXALTA COATING SYS LTD COM G0750C108 431 17,100 SH   SOLE   0 17,100 0
BAIDU INC SPON ADR REP A 056752108 4,006 24,303 SH   SOLE   0 24,303 0
BANK AMER CORP COM 060505104 6,610 239,587 SH   SOLE   0 239,587 0
BAUSCH HEALTH COS INC COM 071734107 3,043 123,343 SH   SOLE   0 123,343 0
BAXTER INTL INC COM 071813109 141,792 1,743,856 SH   SOLE   0 1,743,856 0
BED BATH & BEYOND INC COM 075896100 1,646 96,919 SH   SOLE   0 96,919 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 341 1,700 SH   SOLE   0 1,700 0
BEST BUY INC COM 086516101 21,140 297,496 SH   SOLE   0 297,496 0
BEST INC SPONSORED ADS 08653C106 350 67,100 SH   SOLE   0 67,100 0
BIO RAD LABS INC CL A 090572207 7,520 24,603 SH   SOLE   0 24,603 0
BIOGEN INC COM 09062X103 157,843 667,753 SH   SOLE   0 667,753 0
BLOCK H & R INC COM 093671105 3,493 145,940 SH   SOLE   0 145,940 0
BONANZA CREEK ENERGY INC COM NEW 097793400 417 18,384 SH   SOLE   0 18,384 0
BOOKING HLDGS INC COM 09857L108 163,225 93,544 SH   SOLE   0 93,544 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 10,677 183,656 SH   SOLE   0 183,656 0
BOSTON BEER INC CL A 100557107 58,390 198,114 SH   SOLE   0 198,114 0
BRIGHTHOUSE FINL INC COM 10922N103 8,335 229,688 SH   SOLE   0 229,688 0
BRISTOL MYERS SQUIBB CO COM 110122108 221,322 4,638,919 SH   SOLE   0 4,638,919 0
BRIXMOR PPTY GROUP INC COM 11120U105 8,848 481,669 SH   SOLE   0 481,669 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,730 45,619 SH   SOLE   0 45,619 0
BRUKER CORP COM 116794108 37,036 963,488 SH   SOLE   0 963,488 0
CABOT OIL & GAS CORP COM 127097103 63,479 2,432,154 SH   SOLE   0 2,432,154 0
CACTUS INC CL A 127203107 974 27,385 SH   SOLE   0 27,385 0
CADENCE DESIGN SYSTEM INC COM 127387108 259,583 4,087,290 SH   SOLE   0 4,087,290 0
CAPITAL ONE FINL CORP COM 14040H105 3,730 45,664 SH   SOLE   0 45,664 0
CARDIOVASCULAR SYS INC DEL COM 141619106 498 12,905 SH   SOLE   0 12,905 0
CARNIVAL CORP UNIT 99/99/9999 143658300 745 14,700 SH   SOLE   0 14,700 0
CARNIVAL PLC ADR 003121522 454 9,273 SH   SOLE   0 9,273 0
CARRIZO OIL & GAS INC COM 144577103 3,723 298,616 SH   SOLE   0 298,616 0
CATALENT INC COM 148806102 759 18,700 SH   SOLE   0 18,700 0
CBL & ASSOC PPTYS INC COM 124830100 16 10,776 SH   SOLE   0 10,776 0
CBRE GROUP INC CL A 12504L109 74,745 1,511,541 SH   SOLE   0 1,511,541 0
CELANESE CORP DEL COM 150870103 69,019 699,924 SH   SOLE   0 699,924 0
CENTENE CORP DEL COM 15135B101 775 14,600 SH   SOLE   0 14,600 0
CENTERPOINT ENERGY INC COM 15189T107 2,398 78,138 SH   SOLE   0 78,138 0
CENTURYLINK INC COM 156700106 512 42,706 SH   SOLE   0 42,706 0
CERNER CORP COM 156782104 190,191 3,324,449 SH   SOLE   0 3,324,449 0
CHEMED CORP NEW COM 16359R103 1,564 4,888 SH   SOLE   0 4,888 0
CHEMOURS CO COM 163851108 739 19,900 SH   SOLE   0 19,900 0
CHEVRON CORP NEW COM 166764100 1,310 10,641 SH   SOLE   0 10,641 0
CIMAREX ENERGY CO COM 171798101 8,687 124,281 SH   SOLE   0 124,281 0
CISCO SYS INC COM 17275R102 5,713 105,824 SH   SOLE   0 105,824 0
CITI TRENDS INC COM 17306X102 1,081 56,020 SH   SOLE   0 56,020 0
CITIGROUP INC COM NEW 172967424 5,015 80,616 SH   SOLE   0 80,616 0
CITIZENS FINL GROUP INC COM 174610105 424 13,070 SH   SOLE   0 13,070 0
CITRIX SYS INC COM 177376100 201,429 2,021,171 SH   SOLE   0 2,021,171 0
CLEARWAY ENERGY INC CL A 18539C105 316 20,975 SH   SOLE   0 20,975 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 243 4,497 SH   SOLE   0 4,497 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,103 15,237 SH   SOLE   0 15,237 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 26 1,736 SH   SOLE   0 1,736 0
COMERICA INC COM 200340107 47,059 641,843 SH   SOLE   0 641,843 0
COMMVAULT SYSTEMS INC COM 204166102 43,085 665,518 SH   SOLE   0 665,518 0
CONOCOPHILLIPS COM 20825C104 195,526 2,929,671 SH   SOLE   0 2,929,671 0
CONTINENTAL BLDG PRODS INC COM 211171103 7,058 284,713 SH   SOLE   0 284,713 0
CONTINENTAL RESOURCES INC COM 212015101 11,730 262,028 SH   SOLE   0 262,028 0
CORCEPT THERAPEUTICS INC COM 218352102 1,253 106,790 SH   SOLE   0 106,790 0
COREPOINT LODGING INC COM 21872L104 8,350 747,594 SH   SOLE   0 747,594 0
CORNING INC COM 219350105 59 1,800 SH   SOLE   0 1,800 0
CROCS INC COM 227046109 40,942 1,590,019 SH   SOLE   0 1,590,019 0
DAVITA INC COM 23918K108 781 14,400 SH   SOLE   0 14,400 0
DECKERS OUTDOOR CORP COM 243537107 115,217 783,849 SH   SOLE   0 783,849 0
DENBURY RES INC COM NEW 247916208 6,742 3,289,015 SH   SOLE   0 3,289,015 0
DEXCOM INC COM 252131107 36,661 307,821 SH   SOLE   0 307,821 0
DISCOVER FINL SVCS COM 254709108 33,870 475,977 SH   SOLE   0 475,977 0
DISNEY WALT CO COM DISNEY 254687106 175,901 1,584,267 SH   SOLE   0 1,584,267 0
DONNELLEY R R & SONS CO COM 257867200 564 119,611 SH   SOLE   0 119,611 0
DOVER CORP COM 260003108 336 3,586 SH   SOLE   0 3,586 0
DOWDUPONT INC COM 26078J100 767 14,400 SH   SOLE   0 14,400 0
DROPBOX INC CL A 26210C104 28,347 1,300,331 SH   SOLE   0 1,300,331 0
DXC TECHNOLOGY CO COM 23355L106 917 14,273 SH   SOLE   0 14,273 0
EBAY INC COM 278642103 196,232 5,283,599 SH   SOLE   0 5,283,599 0
EDGEWELL PERS CARE CO COM 28035Q102 10,426 237,549 SH   SOLE   0 237,549 0
EDISON INTL COM 281020107 1,935 31,259 SH   SOLE   0 31,259 0
EDWARDS LIFESCIENCES CORP COM 28176E108 54,490 284,799 SH   SOLE   0 284,799 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 180 14,116 SH   SOLE   0 14,116 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 6,424 85,301 SH   SOLE   0 85,301 0
EVERCORE INC CLASS A 29977A105 58,623 644,216 SH   SOLE   0 644,216 0
EVERGY INC COM 30034W106 6,036 103,993 SH   SOLE   0 103,993 0
EXANTAS CAP CORP COM NEW 30068N105 2,851 268,259 SH   SOLE   0 268,259 0
EXPEDIA GROUP INC COM NEW 30212P303 21,324 179,197 SH   SOLE   0 179,197 0
EXPEDITORS INTL WASH INC COM 302130109 51,697 681,121 SH   SOLE   0 681,121 0
EXXON MOBIL CORP COM 30231G102 28,387 351,325 SH   SOLE   0 351,325 0
F5 NETWORKS INC COM 315616102 205,784 1,311,316 SH   SOLE   0 1,311,316 0
FACEBOOK INC CL A 30303M102 37,004 221,995 SH   SOLE   0 221,995 0
FIFTH THIRD BANCORP COM 316773100 6,731 266,926 SH   SOLE   0 266,926 0
FIRST HAWAIIAN INC COM 32051X108 644 24,736 SH   SOLE   0 24,736 0
FISERV INC COM 337738108 72,185 817,688 SH   SOLE   0 817,688 0
FOOT LOCKER INC COM 344849104 40,444 667,404 SH   SOLE   0 667,404 0
FORTINET INC COM 34959E109 225,275 2,682,806 SH   SOLE   0 2,682,806 0
FOSSIL GROUP INC COM 34988V106 6,046 440,675 SH   SOLE   0 440,675 0
FTI CONSULTING INC COM 302941109 2,338 30,447 SH   SOLE   0 30,447 0
FTS INTERNATIONAL INC COM 30283W104 1,674 167,409 SH   SOLE   0 167,409 0
GENESCO INC COM 371532102 11,007 241,653 SH   SOLE   0 241,653 0
GENOMIC HEALTH INC COM 37244C101 4,569 65,239 SH   SOLE   0 65,239 0
GILEAD SCIENCES INC COM 375558103 34,739 534,378 SH   SOLE   0 534,378 0
GLU MOBILE INC COM 379890106 10,446 954,881 SH   SOLE   0 954,881 0
GRACO INC COM 384109104 10,418 210,389 SH   SOLE   0 210,389 0
GRAFTECH INTL LTD COM 384313508 57 4,514 SH   SOLE   0 4,514 0
GRAINGER W W INC COM 384802104 245,211 814,846 SH   SOLE   0 814,846 0
GREENHILL & CO INC COM 395259104 1,640 76,281 SH   SOLE   0 76,281 0
GRUBHUB INC COM 400110102 785 11,300 SH   SOLE   0 11,300 0
GULFPORT ENERGY CORP COM NEW 402635304 8,278 1,032,290 SH   SOLE   0 1,032,290 0
HAEMONETICS CORP COM 405024100 22,907 261,865 SH   SOLE   0 261,865 0
HALLIBURTON CO COM 406216101 237 8,100 SH   SOLE   0 8,100 0
HALOZYME THERAPEUTICS INC COM 40637H109 10,412 646,734 SH   SOLE   0 646,734 0
HANESBRANDS INC COM 410345102 761 42,600 SH   SOLE   0 42,600 0
HANOVER INS GROUP INC COM 410867105 5,173 45,315 SH   SOLE   0 45,315 0
HAVERTY FURNITURE INC COM 419596101 235 10,744 SH   SOLE   0 10,744 0
HCP INC COM 40414L109 3,569 114,033 SH   SOLE   0 114,033 0
HD SUPPLY HLDGS INC COM 40416M105 44,034 1,015,779 SH   SOLE   0 1,015,779 0
HECLA MNG CO COM 422704106 14,248 6,194,811 SH   SOLE   0 6,194,811 0
HELMERICH & PAYNE INC COM 423452101 3,502 63,047 SH   SOLE   0 63,047 0
HILLENBRAND INC COM 431571108 357 8,612 SH   SOLE   0 8,612 0
HMS HLDGS CORP COM 40425J101 717 24,217 SH   SOLE   0 24,217 0
HOLLYFRONTIER CORP COM 436106108 3,989 80,982 SH   SOLE   0 80,982 0
HOST HOTELS & RESORTS INC COM 44107P104 574 30,400 SH   SOLE   0 30,400 0
HP INC COM 40434L105 4,679 240,815 SH   SOLE   0 240,815 0
HUMANA INC COM 444859102 140 528 SH   SOLE   0 528 0
HUNT J B TRANS SVCS INC COM 445658107 0 9 SH   SOLE   0 9 0
HUNTINGTON INGALLS INDS INC COM 446413106 5,276 25,468 SH   SOLE   0 25,468 0
HUYA INC ADS REP SHS A 44852D108 31,815 1,131,000 SH   SOLE   0 1,131,000 0
HYATT HOTELS CORP COM CL A 448579102 43 600 SH   SOLE   0 600 0
ICICI BK LTD ADR 45104G104 5,768 503,400 SH   SOLE   0 503,400 0
IDACORP INC COM 451107106 12,615 126,739 SH   SOLE   0 126,739 0
IDEXX LABS INC COM 45168D104 165,108 738,411 SH   SOLE   0 738,411 0
ILLUMINA INC COM 452327109 83,628 269,170 SH   SOLE   0 269,170 0
INFOSYS LTD SPONSORED ADR 456788108 4,975 455,200 SH   SOLE   0 455,200 0
INNOVIVA INC COM 45781M101 24,913 1,775,714 SH   SOLE   0 1,775,714 0
INSPERITY INC COM 45778Q107 1,849 14,957 SH   SOLE   0 14,957 0
INTEL CORP COM 458140100 328 6,124 SH   SOLE   0 6,124 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,959 20,971 SH   SOLE   0 20,971 0
INTL PAPER CO COM 460146103 322 6,962 SH   SOLE   0 6,962 0
INTUIT COM 461202103 288,413 1,103,298 SH   SOLE   0 1,103,298 0
JOHNSON & JOHNSON COM 478160104 28,411 203,243 SH   SOLE   0 203,243 0
JONES LANG LASALLE INC COM 48020Q107 103,562 671,699 SH   SOLE   0 671,699 0
JPMORGAN CHASE & CO COM 46625H100 14,485 143,090 SH   SOLE   0 143,090 0
KFORCE INC COM 493732101 10,261 292,196 SH   SOLE   0 292,196 0
KIMCO RLTY CORP COM 49446R109 354 19,169 SH   SOLE   0 19,169 0
KKR REAL ESTATE FIN TR INC COM 48251K100 1,344 67,139 SH   SOLE   0 67,139 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 794 24,300 SH   SOLE   0 24,300 0
KOHLS CORP COM 500255104 680 9,901 SH   SOLE   0 9,901 0
L BRANDS INC COM 501797104 621 22,544 SH   SOLE   0 22,544 0
LADDER CAP CORP CL A 505743104 0 14 SH   SOLE   0 14 0
LANDSTAR SYS INC COM 515098101 68,994 630,723 SH   SOLE   0 630,723 0
LAUDER ESTEE COS INC CL A 518439104 0 6 SH   SOLE   0 6 0
LEGG MASON INC COM 524901105 3,272 119,579 SH   SOLE   0 119,579 0
LEXINFINTECH HLDGS LTD ADR 528877103 6,577 626,432 SH   SOLE   0 626,432 0
LINCOLN ELEC HLDGS INC COM 533900106 1,649 19,665 SH   SOLE   0 19,665 0
LINCOLN NATL CORP IND COM 534187109 774 13,200 SH   SOLE   0 13,200 0
LOEWS CORP COM 540424108 0 10 SH   SOLE   0 10 0
LOUISIANA PAC CORP COM 546347105 8,435 346,016 SH   SOLE   0 346,016 0
LPL FINL HLDGS INC COM 50212V100 118 1,707 SH   SOLE   0 1,707 0
LYONDELLBASELL IND NV SHS - A - 000943499 161,186 1,917,065 SH   SOLE   0 1,917,065 0
MACYS INC COM 55616P104 2,084 86,749 SH   SOLE   0 86,749 0
MALLINCKRODT PUB LTD CO SHS G5785G107 47,464 2,183,277 SH   SOLE   0 2,183,277 0
MANHATTAN ASSOCS INC COM 562750109 64,982 1,179,137 SH   SOLE   0 1,179,137 0
MARCUS & MILLICHAP INC COM 566324109 3,210 78,832 SH   SOLE   0 78,832 0
MASIMO CORP COM 574795100 55,990 404,908 SH   SOLE   0 404,908 0
MASTERCARD INC CL A 57636Q104 134,874 572,838 SH   SOLE   0 572,838 0
MDU RES GROUP INC COM 552690109 22,166 858,167 SH   SOLE   0 858,167 0
MEDIFAST INC COM 58470H101 40,179 315,012 SH   SOLE   0 315,012 0
MEDPACE HLDGS INC COM 58506Q109 24,122 409,056 SH   SOLE   0 409,056 0
MERCK & CO INC COM 58933Y105 40,391 485,651 SH   SOLE   0 485,651 0
MERCURY GENL CORP NEW COM 589400100 24,506 489,454 SH   SOLE   0 489,454 0
MERIDIAN BIOSCIENCE INC COM 589584101 508 28,899 SH   SOLE   0 28,899 0
METLIFE INC COM 59156R108 155,045 3,642,132 SH   SOLE   0 3,642,132 0
MICROSOFT CORP COM 594918104 159,273 1,350,460 SH   SOLE   0 1,350,460 0
MOLSON COORS BREWING CO CL B 60871R209 220 3,700 SH   SOLE   0 3,700 0
MONSTER BEVERAGE CORP NEW COM 61174X109 60,283 1,104,491 SH   SOLE   0 1,104,491 0
MOSAIC CO NEW COM 61945C103 436 16,000 SH   SOLE   0 16,000 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 0 5 SH   SOLE   0 5 0
MSG NETWORK INC CL A 553573106 19,474 895,396 SH   SOLE   0 895,396 0
NATIONAL CINEMEDIA INC COM 635309107 669 95,001 SH   SOLE   0 95,001 0
NATIONAL FUEL GAS CO N J COM 636180101 27,328 448,296 SH   SOLE   0 448,296 0
NATIONAL OILWELL VARCO INC COM 637071101 1,867 70,104 SH   SOLE   0 70,104 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102 879 3,352 SH   SOLE   0 3,352 0
NATUS MEDICAL INC DEL COM 639050103 706 27,849 SH   SOLE   0 27,849 0
NAVIENT CORPORATION COM 63938C108 2,281 197,156 SH   SOLE   0 197,156 0
NETAPP INC COM 64110D104 39,173 564,952 SH   SOLE   0 564,952 0
NETEASE INC SPONSORED ADR 64110W102 1,255 5,200 SH   SOLE   0 5,200 0
NEXTGEN HEALTHCARE INC COM 65343C102 109 6,526 SH   SOLE   0 6,526 0
NIELSEN HLDGS PLC SHS EUR G6518L108 0 14 SH   SOLE   0 14 0
NIKE INC CL B 654106103 159,547 1,894,634 SH   SOLE   0 1,894,634 0
NMI HLDGS INC CL A 629209305 600 23,199 SH   SOLE   0 23,199 0
NORTHWESTERN CORP COM NEW 668074305 7,485 106,318 SH   SOLE   0 106,318 0
NRG ENERGY INC COM NEW 629377508 5,626 132,456 SH   SOLE   0 132,456 0
NU SKIN ENTERPRISES INC CL A 67018T105 14,292 298,626 SH   SOLE   0 298,626 0
NUVASIVE INC COM 670704105 0 17 SH   SOLE   0 17 0
OCCIDENTAL PETE CORP COM 674599105 728 11,008 SH   SOLE   0 11,008 0
OGE ENERGY CORP COM 670837103 55,461 1,286,216 SH   SOLE   0 1,286,216 0
OLD DOMINION FREIGHT LINE IN COM 679580100 10,659 73,827 SH   SOLE   0 73,827 0
OLD REP INTL CORP COM 680223104 55 2,638 SH   SOLE   0 2,638 0
OLIN CORP COM PAR $1 680665205 785 33,954 SH   SOLE   0 33,954 0
OMEGA HEALTHCARE INVS INC COM 681936100 692 18,150 SH   SOLE   0 18,150 0
OMNICOM GROUP INC COM 681919106 3,755 51,459 SH   SOLE   0 51,459 0
ONE GAS INC COM 68235P108 16,375 183,937 SH   SOLE   0 183,937 0
ONEMAIN HLDGS INC COM 68268W103 4,767 150,166 SH   SOLE   0 150,166 0
ORACLE CORP COM 68389X105 149,212 2,778,114 SH   SOLE   0 2,778,114 0
OSHKOSH CORP COM 688239201 16,591 220,837 SH   SOLE   0 220,837 0
PALO ALTO NETWORKS INC COM 697435105 777 3,200 SH   SOLE   0 3,200 0
PARK HOTELS RESORTS INC COM 700517105 50,157 1,613,817 SH   SOLE   0 1,613,817 0
PATTERSON COMPANIES INC COM 703395103 862 39,452 SH   SOLE   0 39,452 0
PAYLOCITY HLDG CORP COM 70438V106 504 5,659 SH   SOLE   0 5,659 0
PBF ENERGY INC CL A 69318G106 119 3,850 SH   SOLE   0 3,850 0
PENUMBRA INC COM 70975L107 749 5,100 SH   SOLE   0 5,100 0
PFIZER INC COM 717081103 8,762 206,324 SH   SOLE   0 206,324 0
PG&E CORP COM 69331C108 744 41,800 SH   SOLE   0 41,800 0
PHILIP MORRIS INTL INC COM 718172109 4,542 51,390 SH   SOLE   0 51,390 0
PHILLIPS 66 COM 718546104 66,214 695,754 SH   SOLE   0 695,754 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 4,524 216,992 SH   SOLE   0 216,992 0
PITNEY BOWES INC COM 724479100 672 97,834 SH   SOLE   0 97,834 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 649 26,046 SH   SOLE   0 26,046 0
POPULAR INC COM NEW 733174700 209 4,021 SH   SOLE   0 4,021 0
PORTLAND GEN ELEC CO COM NEW 736508847 5,742 110,776 SH   SOLE   0 110,776 0
PPL CORP COM 69351T106 8,848 278,769 SH   SOLE   0 278,769 0
PRA HEALTH SCIENCES INC COM 69354M108 2,097 19,017 SH   SOLE   0 19,017 0
PRESIDIO INC COM 74102M103 332 22,434 SH   SOLE   0 22,434 0
PRICE T ROWE GROUP INC COM 74144T108 0 3 SH   SOLE   0 3 0
PROCTER AND GAMBLE CO COM 742718109 85,202 818,860 SH   SOLE   0 818,860 0
PROGRESS SOFTWARE CORP COM 743312100 20,116 453,378 SH   SOLE   0 453,378 0
PROPETRO HLDG CORP COM 74347M108 1,759 78,053 SH   SOLE   0 78,053 0
PRUDENTIAL FINL INC COM 744320102 5,854 63,721 SH   SOLE   0 63,721 0
PS BUSINESS PKS INC CALIF COM 69360J107 1,706 10,884 SH   SOLE   0 10,884 0
PTC INC COM 69370C100 5,897 63,973 SH   SOLE   0 63,973 0
PUBLIC STORAGE COM 74460D109 111,529 512,121 SH   SOLE   0 512,121 0
QURATE RETAIL INC COM SER A 74915M100 408 25,592 SH   SOLE   0 25,592 0
RALPH LAUREN CORP CL A 751212101 87,052 671,284 SH   SOLE   0 671,284 0
RANGE RES CORP COM 75281A109 2,519 224,147 SH   SOLE   0 224,147 0
RAYONIER INC COM 754907103 30,423 965,211 SH   SOLE   0 965,211 0
RAYTHEON CO COM NEW 755111507 69,916 383,988 SH   SOLE   0 383,988 0
REGENERON PHARMACEUTICALS COM 75886F107 58,942 143,545 SH   SOLE   0 143,545 0
REGIONS FINL CORP NEW COM 7591EP100 819 57,942 SH   SOLE   0 57,942 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 860 6,058 SH   SOLE   0 6,058 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 6,108 278,183 SH   SOLE   0 278,183 0
RENT A CTR INC NEW COM 76009N100 6,479 310,482 SH   SOLE   0 310,482 0
RESMED INC COM 761152107 0 9 SH   SOLE   0 9 0
RETAIL PPTYS AMER INC CL A 76131V202 831 68,218 SH   SOLE   0 68,218 0
REX AMERICAN RESOURCES CORP COM 761624105 1,761 21,848 SH   SOLE   0 21,848 0
ROBERT HALF INTL INC COM 770323103 166,829 2,560,299 SH   SOLE   0 2,560,299 0
ROCKWELL AUTOMATION INC COM 773903109 37,757 215,193 SH   SOLE   0 215,193 0
ROSS STORES INC COM 778296103 49,087 527,254 SH   SOLE   0 527,254 0
SALLY BEAUTY HLDGS INC COM 79546E104 2,248 122,159 SH   SOLE   0 122,159 0
SEAGATE TECHNOLOGY PLC SHS 0G794M107 710 14,826 SH   SOLE   0 14,826 0
SENIOR HSG PPTYS TR SH BEN INT 81721M109 140 11,946 SH   SOLE   0 11,946 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 765 17,000 SH   SOLE   0 17,000 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 247 5,300 SH   SOLE   0 5,300 0
SHOE CARNIVAL INC COM 824889109 11,133 327,180 SH   SOLE   0 327,180 0
SIGNET JEWELERS LIMITED SHS G81276100 2,540 93,552 SH   SOLE   0 93,552 0
SIMPSON MANUFACTURING CO INC COM 829073105 24,220 408,654 SH   SOLE   0 408,654 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 97 2,533 SH   SOLE   0 2,533 0
SIRIUS XM HLDGS INC COM 82968B103 3,949 696,486 SH   SOLE   0 696,486 0
SL GREEN RLTY CORP COM 78440X101 32,103 357,018 SH   SOLE   0 357,018 0
SLEEP NUMBER CORP COM 83125X103 48,731 1,036,834 SH   SOLE   0 1,036,834 0
SNAP ON INC COM 833034101 18,485 118,105 SH   SOLE   0 118,105 0
SOUTHWEST AIRLS CO COM 844741108 11,347 218,595 SH   SOLE   0 218,595 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 13,732 150,028 SH   SOLE   0 150,028 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 9,161 230,583 SH   SOLE   0 230,583 0
SPROUTS FMRS MKT INC COM 85208M102 19,643 911,936 SH   SOLE   0 911,936 0
SPS COMMERCE INC COM 78463M107 6,748 63,631 SH   SOLE   0 63,631 0
SQUARE INC CL A 852234103 771 10,300 SH   SOLE   0 10,300 0
ST JOE CO COM 790148100 195 11,850 SH   SOLE   0 11,850 0
SURMODICS INC COM 868873100 1,611 37,053 SH   SOLE   0 37,053 0
SYNCHRONY FINL COM 87165B103 130 4,100 SH   SOLE   0 4,100 0
SYNOVUS FINL CORP COM NEW 87161C501 5,686 165,487 SH   SOLE   0 165,487 0
TABLEAU SOFTWARE INC CL A 87336U105 40,524 318,389 SH   SOLE   0 318,389 0
TAILORED BRANDS INC COM 87403A107 1,493 190,504 SH   SOLE   0 190,504 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 10,641 259,800 SH   SOLE   0 259,800 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 1,028 28,499 SH   SOLE   0 28,499 0
TEGNA INC COM 87901J105 8,751 620,671 SH   SOLE   0 620,671 0
TERADATA CORP DEL COM 88076W103 46,342 1,061,684 SH   SOLE   0 1,061,684 0
TERNIUM SA SPONSORED ADS 880890108 7,867 289,025 SH   SOLE   0 289,025 0
TEXTRON INC COM 883203101 17,536 346,168 SH   SOLE   0 346,168 0
TIVO CORP COM 88870P106 1,435 154,033 SH   SOLE   0 154,033 0
TORO CO COM 891092108 878 12,767 SH   SOLE   0 12,767 0
TOTAL SYS SVCS INC COM 891906109 779 8,200 SH   SOLE   0 8,200 0
TRANSOCEAN LTD/SWITZERLAND REG SHS 004826551 751 86,300 SH   SOLE   0 86,300 0
TRAVELERS COMPANIES INC COM 89417E109 92,737 676,125 SH   SOLE   0 676,125 0
TREX CO INC COM 89531P105 574 9,334 SH   SOLE   0 9,334 0
TRIPADVISOR INC COM 896945201 162,865 3,165,519 SH   SOLE   0 3,165,519 0
UGI CORP NEW COM 902681105 86,317 1,557,521 SH   SOLE   0 1,557,521 0
UMPQUA HLDGS CORP COM 904214103 90 5,498 SH   SOLE   0 5,498 0
UNDER ARMOUR INC CL A 904311107 63,185 2,988,920 SH   SOLE   0 2,988,920 0
UNION PACIFIC CORP COM 907818108 161,249 964,413 SH   SOLE   0 964,413 0
UNITED CONTL HLDGS INC COM 910047109 31,740 397,855 SH   SOLE   0 397,855 0
UNIVERSAL INS HLDGS INC COM 91359V107 2,900 93,574 SH   SOLE   0 93,574 0
URBAN OUTFITTERS INC COM 917047102 22,967 774,881 SH   SOLE   0 774,881 0
USANA HEALTH SCIENCES INC COM 90328M107 30,479 363,410 SH   SOLE   0 363,410 0
VALERO ENERGY CORP NEW COM 91913Y100 18,846 222,166 SH   SOLE   0 222,166 0
VARIAN MED SYS INC COM 92220P105 82,324 580,893 SH   SOLE   0 580,893 0
VERA BRADLEY INC COM 92335C106 149 11,304 SH   SOLE   0 11,304 0
VEREIT INC COM 92339V100 2,590 309,525 SH   SOLE   0 309,525 0
VERISIGN INC COM 92343E102 54,759 301,605 SH   SOLE   0 301,605 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,575 43,549 SH   SOLE   0 43,549 0
VERSO CORP CL A 92531L207 8,991 419,774 SH   SOLE   0 419,774 0
VERTEX PHARMACEUTICALS INC COM 92532F100 166,813 906,844 SH   SOLE   0 906,844 0
VIACOM INC NEW CL B 92553P201 80,007 2,850,277 SH   SOLE   0 2,850,277 0
VICI PPTYS INC COM 925652109 11 509 SH   SOLE   0 509 0
VISA INC COM CL A 92826C839 152,995 979,546 SH   SOLE   0 979,546 0
VISTRA ENERGY CORP COM 92840M102 39,955 1,534,971 SH   SOLE   0 1,534,971 0
VORNADO RLTY TR SH BEN INT 929042109 2,756 40,873 SH   SOLE   0 40,873 0
VULCAN MATLS CO COM 929160109 805 6,800 SH   SOLE   0 6,800 0
W & T OFFSHORE INC COM 92922P106 18,125 2,626,924 SH   SOLE   0 2,626,924 0
WADDELL & REED FINL INC CL A 930059100 3,354 194,034 SH   SOLE   0 194,034 0
WATERS CORP COM 941848103 70,947 281,862 SH   SOLE   0 281,862 0
WAYFAIR INC CL A 94419L101 712 4,800 SH   SOLE   0 4,800 0
WD-40 CO COM 929236107 1,086 6,415 SH   SOLE   0 6,415 0
WELLS FARGO CO NEW COM 949746101 1,284 26,574 SH   SOLE   0 26,574 0
WESTERN UN CO COM 959802109 1,796 97,268 SH   SOLE   0 97,268 0
WESTLAKE CHEM CORP COM 960413102 352 5,200 SH   SOLE   0 5,200 0
WINMARK CORP COM 974250102 163 866 SH   SOLE   0 866 0
WORLD FUEL SVCS CORP COM 981475106 256 8,873 SH   SOLE   0 8,873 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 10,439 120,299 SH   SOLE   0 120,299 0
WORLDPAY INC CL A 981558109 156,145 1,394,836 SH   SOLE   0 1,394,836 0
XENIA HOTELS & RESORTS INC COM 984017103 2,251 102,740 SH   SOLE   0 102,740 0
ZYNGA INC CL A 98986T108 426 80,109 SH   SOLE   0 80,109 0