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 36,915 212,963 SH   SOLE   0 212,963 0
ABBVIE INC COM 00287Y109 52,841 726,640 SH   SOLE   0 726,640 0
ABERCROMBIE & FITCH CO CL A 002896207 39 2,464 SH   SOLE   0 2,464 0
ABIOMED INC COM 003654100 24,072 92,413 SH   SOLE   0 92,413 0
ACTIVISION BLIZZARD INC COM 00507V109 8,490 179,883 SH   SOLE   0 179,883 0
ACUITY BRANDS INC COM 00508Y102 23,381 169,543 SH   SOLE   0 169,543 0
AES CORP COM 00130H105 154,580 9,223,186 SH   SOLE   0 9,223,186 0
AFFILIATED MANAGERS GROUP IN COM 008252108 25,751 279,485 SH   SOLE   0 279,485 0
AFLAC INC COM 001055102 73,944 1,349,103 SH   SOLE   0 1,349,103 0
AGILENT TECHNOLOGIES INC COM 00846U101 43,623 584,213 SH   SOLE   0 584,213 0
ALCOA CORP COM 013872106 11,829 505,310 SH   SOLE   0 505,310 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 55,316 326,449 SH   SOLE   0 326,449 0
ALIGN TECHNOLOGY INC COM 016255101 41,537 151,764 SH   SOLE   0 151,764 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 91,964 1,984,124 SH   SOLE   0 1,984,124 0
ALLSTATE CORP COM 020002101 39,190 385,394 SH   SOLE   0 385,394 0
ALPHABET INC CAP STK CL A 02079K305 120,820 111,582 SH   SOLE   0 111,582 0
ALPHABET INC CAP STK CL C 02079K107 95,702 88,539 SH   SOLE   0 88,539 0
ALTRIA GROUP INC COM 02209S103 6,692 141,331 SH   SOLE   0 141,331 0
AMAZON COM INC COM 023135106 204,792 108,148 SH   SOLE   0 108,148 0
AMEREN CORP COM 023608102 1,025 13,649 SH   SOLE   0 13,649 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 554 20,412 SH   SOLE   0 20,412 0
AMERICAN FINL GROUP INC OHIO COM 025932104 61 600 SH   SOLE   0 600 0
AMERICAN INTL GROUP INC COM NEW 026874784 3,651 68,539 SH   SOLE   0 68,539 0
AMERICAN NATL INS CO COM 028591105 220 1,893 SH   SOLE   0 1,893 0
AMERICAN STS WTR CO COM 029899101 486 6,462 SH   SOLE   0 6,462 0
AMERICAN TOWER CORP NEW COM 03027X100 9,752 47,701 SH   SOLE   0 47,701 0
AMERIPRISE FINL INC COM 03076C106 371 2,556 SH   SOLE   0 2,556 0
AMGEN INC COM 031162100 82,703 448,793 SH   SOLE   0 448,793 0
ANNALY CAP MGMT INC COM 035710409 0 62 SH   SOLE   0 62 0
ANSYS INC COM 03662Q105 133,721 652,872 SH   SOLE   0 652,872 0
ANTERO RES CORP COM 03674X106 5,336 964,924 SH   SOLE   0 964,924 0
ANTHEM INC COM 036752103 1,403 4,972 SH   SOLE   0 4,972 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 21,282 1,341,919 SH   SOLE   0 1,341,919 0
APPLE INC COM 037833100 241,924 1,222,336 SH   SOLE   0 1,222,336 0
ARCH COAL INC CL A 039380407 41,239 437,740 SH   SOLE   0 437,740 0
ASPEN TECHNOLOGY INC COM 045327103 96,748 778,475 SH   SOLE   0 778,475 0
ASTRONICS CORP COM 046433108 34 847 SH   SOLE   0 847 0
AT&T INC COM 00206R102 8,554 255,293 SH   SOLE   0 255,293 0
AUTODESK INC COM 052769106 43 265 SH   SOLE   0 265 0
AUTOHOME INC SP ADR RP CL A 05278C107 52,913 618,000 SH   SOLE   0 618,000 0
AUTOZONE INC COM 053332102 18,077 16,442 SH   SOLE   0 16,442 0
AVALONBAY CMNTYS INC COM 053484101 4,050 19,934 SH   SOLE   0 19,934 0
AXA EQUITABLE HLDGS INC COM 054561105 59,316 2,838,111 SH   SOLE   0 2,838,111 0
BAKER HUGHES A GE CO CL A 05722G100 637 25,897 SH   SOLE   0 25,897 0
BANK AMER CORP COM 060505104 5,152 177,665 SH   SOLE   0 177,665 0
BAUSCH HEALTH COS INC COM 071734107 926 36,652 SH   SOLE   0 36,652 0
BAXTER INTL INC COM 071813109 63,894 780,156 SH   SOLE   0 780,156 0
BED BATH & BEYOND INC COM 075896100 28,963 2,492,537 SH   SOLE   0 2,492,537 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 298 1,400 SH   SOLE   0 1,400 0
BEST BUY INC COM 086516101 11,291 161,936 SH   SOLE   0 161,936 0
BIO RAD LABS INC CL A 090572207 12,024 38,468 SH   SOLE   0 38,468 0
BIOGEN INC COM 09062X103 12,757 54,549 SH   SOLE   0 54,549 0
BLOCK H & R INC COM 093671105 2 93 SH   SOLE   0 93 0
BONANZA CREEK ENERGY INC COM NEW 097793400 169 8,131 SH   SOLE   0 8,131 0
BOOKING HLDGS INC COM 09857L108 57,859 30,863 SH   SOLE   0 30,863 0
BOSTON BEER INC CL A 100557107 33,026 87,426 SH   SOLE   0 87,426 0
BRIGHTHOUSE FINL INC COM 10922N103 13,992 381,382 SH   SOLE   0 381,382 0
BRISTOL MYERS SQUIBB CO COM 110122108 51,793 1,142,086 SH   SOLE   0 1,142,086 0
BRIXMOR PPTY GROUP INC COM 11120U105 498 27,873 SH   SOLE   0 27,873 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 72 571 SH   SOLE   0 571 0
BRUKER CORP COM 116794108 19,837 397,149 SH   SOLE   0 397,149 0
CABOT OIL & GAS CORP COM 127097103 59,194 2,578,138 SH   SOLE   0 2,578,138 0
CADENCE DESIGN SYSTEM INC COM 127387108 161,980 2,287,536 SH   SOLE   0 2,287,536 0
CAPITAL ONE FINL CORP COM 14040H105 2,313 25,496 SH   SOLE   0 25,496 0
CARNIVAL PLC ADR 14365C103 113 2,564 SH   SOLE   0 2,564 0
CATERPILLAR INC DEL COM 149123101 528 3,876 SH   SOLE   0 3,876 0
CBRE GROUP INC CL A 12504L109 26,174 510,219 SH   SOLE   0 510,219 0
CBS CORP NEW CL B 124857202 317 6,354 SH   SOLE   0 6,354 0
CELANESE CORP DEL COM 150870103 66,321 615,228 SH   SOLE   0 615,228 0
CENTERPOINT ENERGY INC COM 15189T107 0 16 SH   SOLE   0 16 0
CENTURYLINK INC COM 156700106 388 33,023 SH   SOLE   0 33,023 0
CERNER CORP COM 156782104 149,149 2,034,780 SH   SOLE   0 2,034,780 0
CHEMOURS CO COM 163851108 68 2,861 SH   SOLE   0 2,861 0
CHEVRON CORP NEW COM 166764100 89,583 719,893 SH   SOLE   0 719,893 0
CHICOS FAS INC COM 168615102 325 96,710 SH   SOLE   0 96,710 0
CIMAREX ENERGY CO COM 171798101 8 148 SH   SOLE   0 148 0
CINCINNATI FINL CORP COM 172062101 14,083 135,851 SH   SOLE   0 135,851 0
CINEMARK HOLDINGS INC COM 17243V102 1 45 SH   SOLE   0 45 0
CISCO SYS INC COM 17275R102 47,966 876,417 SH   SOLE   0 876,417 0
CITI TRENDS INC COM 17306X102 479 32,773 SH   SOLE   0 32,773 0
CITIGROUP INC COM NEW 172967424 3,772 53,875 SH   SOLE   0 53,875 0
CITRIX SYS INC COM 177376100 131,505 1,339,978 SH   SOLE   0 1,339,978 0
COEUR MNG INC COM NEW 192108504 19,182 4,420,000 SH   SOLE   0 4,420,000 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 444 7,491 SH   SOLE   0 7,491 0
COHEN & STEERS INC COM 19247A100 335 6,519 SH   SOLE   0 6,519 0
COLGATE PALMOLIVE CO COM 194162103 58,450 815,548 SH   SOLE   0 815,548 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 13 1,060 SH   SOLE   0 1,060 0
COMCAST CORP NEW CL A 20030N101 15,423 364,804 SH   SOLE   0 364,804 0
COMERICA INC COM 200340107 16,220 223,298 SH   SOLE   0 223,298 0
COMMVAULT SYSTEMS INC COM 204166102 27,583 555,898 SH   SOLE   0 555,898 0
CONOCOPHILLIPS COM 20825C104 146,353 2,399,238 SH   SOLE   0 2,399,238 0
CONTINENTAL BLDG PRODS INC COM 211171103 2,784 104,781 SH   SOLE   0 104,781 0
CONTINENTAL RESOURCES INC COM 212015101 18,165 431,581 SH   SOLE   0 431,581 0
COREPOINT LODGING INC COM 21872L104 5,697 459,831 SH   SOLE   0 459,831 0
CORTEVA INC COM 22052L104 6,554 221,650 SH   SOLE   0 221,650 0
CROCS INC COM 227046109 8,770 444,098 SH   SOLE   0 444,098 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 195 5,300 SH   SOLE   0 5,300 0
CUMMINS INC COM 231021106 18,718 109,247 SH   SOLE   0 109,247 0
DECKERS OUTDOOR CORP COM 243537107 60,335 342,874 SH   SOLE   0 342,874 0
DISCOVER FINL SVCS COM 254709108 24,140 311,129 SH   SOLE   0 311,129 0
DISNEY WALT CO COM DISNEY 254687106 2,413 17,282 SH   SOLE   0 17,282 0
DOMINOS PIZZA INC COM 25754A201 293 1,055 SH   SOLE   0 1,055 0
DOVER CORP COM 260003108 15,417 153,870 SH   SOLE   0 153,870 0
DOW INC COM 260557103 916 18,588 SH   SOLE   0 18,588 0
DROPBOX INC CL A 26210C104 8,343 333,071 SH   SOLE   0 333,071 0
EAGLE PHARMACEUTICALS INC COM 269796108 3,179 57,097 SH   SOLE   0 57,097 0
EATON CORP PLC SHS G29183103 5,669 68,079 SH   SOLE   0 68,079 0
EBAY INC COM 278642103 27,186 688,267 SH   SOLE   0 688,267 0
ECOLAB INC COM 278865100 18,793 95,186 SH   SOLE   0 95,186 0
EDGEWELL PERS CARE CO COM 28035Q102 10,591 393,017 SH   SOLE   0 393,017 0
EDISON INTL COM 281020107 76 1,132 SH   SOLE   0 1,132 0
EDWARDS LIFESCIENCES CORP CALL 28176E908 47,395 256,551 SH   SOLE   0 256,551 0
ELECTRONIC ARTS INC COM 285512109 76,074 751,279 SH   SOLE   0 751,279 0
EOG RES INC COM 26875P101 10,397 111,610 SH   SOLE   0 111,610 0
EPR PPTYS COM SH BEN INT 26884U109 786 10,548 SH   SOLE   0 10,548 0
EQT CORP COM 26884L109 5,086 321,733 SH   SOLE   0 321,733 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,136 28,144 SH   SOLE   0 28,144 0
EVERCORE INC CLASS A 29977A105 28,743 324,523 SH   SOLE   0 324,523 0
EXANTAS CAP CORP COM NEW 30068N105 903 79,897 SH   SOLE   0 79,897 0
EXELON CORP COM 30161N101 53,426 1,114,444 SH   SOLE   0 1,114,444 0
EXPEDITORS INTL WASH INC COM 302130109 11,585 152,725 SH   SOLE   0 152,725 0
EXXON MOBIL CORP COM 30231G102 93,066 1,214,486 SH   SOLE   0 1,214,486 0
F5 NETWORKS INC COM 315616102 156,082 1,071,775 SH   SOLE   0 1,071,775 0
FACEBOOK INC CL A 30303M102 173,157 897,190 SH   SOLE   0 897,190 0
FAIR ISAAC CORP COM 303250104 132 423 SH   SOLE   0 423 0
FASTENAL CO COM 311900104 645 19,821 SH   SOLE   0 19,821 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 280 6,962 SH   SOLE   0 6,962 0
FIFTH THIRD BANCORP COM 316773100 16,170 579,593 SH   SOLE   0 579,593 0
FIRST BANCORP P R COM NEW 318672706 316 28,693 SH   SOLE   0 28,693 0
FOOT LOCKER INC COM 344849104 2 55 SH   SOLE   0 55 0
FORD MTR CO DEL COM 345370860 188 18,470 SH   SOLE   0 18,470 0
FORTINET INC COM 34959E109 115,921 1,508,803 SH   SOLE   0 1,508,803 0
FOSSIL GROUP INC COM 34988V106 5,848 508,595 SH   SOLE   0 508,595 0
FTI CONSULTING INC COM 302941109 128 1,537 SH   SOLE   0 1,537 0
FTS INTERNATIONAL INC COM 30283W104 934 167,409 SH   SOLE   0 167,409 0
GANNETT CO INC COM 36473H104 326 39,979 SH   SOLE   0 39,979 0
GENERAL ELECTRIC CO COM 369604103 17,466 1,663,491 SH   SOLE   0 1,663,491 0
GENESCO INC COM 371532102 1,348 31,897 SH   SOLE   0 31,897 0
GENOMIC HEALTH INC COM 37244C101 4,949 85,081 SH   SOLE   0 85,081 0
GILEAD SCIENCES INC COM 375558103 7,375 109,166 SH   SOLE   0 109,166 0
GLU MOBILE INC COM 379890106 9,836 1,369,995 SH   SOLE   0 1,369,995 0
GRACO INC COM 384109104 9,563 190,576 SH   SOLE   0 190,576 0
GRAFTECH INTL LTD COM 384313508 51 4,514 SH   SOLE   0 4,514 0
GRAINGER W W INC COM 384802104 107,073 399,184 SH   SOLE   0 399,184 0
GREENHILL & CO INC COM 395259104 1,552 114,227 SH   SOLE   0 114,227 0
HANOVER INS GROUP INC COM 410867105 10,532 82,092 SH   SOLE   0 82,092 0
HAVERTY FURNITURE INC COM 419596101 233 13,711 SH   SOLE   0 13,711 0
HCP INC COM 40414L109 6,391 199,847 SH   SOLE   0 199,847 0
HD SUPPLY HLDGS INC COM 40416M105 41,208 1,023,042 SH   SOLE   0 1,023,042 0
HELMERICH & PAYNE INC COM 423452101 2,131 42,099 SH   SOLE   0 42,099 0
HILLENBRAND INC COM 431571108 774 19,561 SH   SOLE   0 19,561 0
HMS HLDGS CORP COM 40425J101 0 21 SH   SOLE   0 21 0
HOLLYFRONTIER CORP COM 436106108 0 8 SH   SOLE   0 8 0
HOME DEPOT INC COM 437076102 64,163 308,521 SH   SOLE   0 308,521 0
HONEYWELL INTL INC COM 438516106 65,820 377,003 SH   SOLE   0 377,003 0
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 1,306 52,262 SH   SOLE   0 52,262 0
HOST HOTELS & RESORTS INC COM 44107P104 4,941 271,224 SH   SOLE   0 271,224 0
HP INC COM 40434L105 913 43,953 SH   SOLE   0 43,953 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 707 19,522 SH   SOLE   0 19,522 0
HUNT J B TRANS SVCS INC COM 445658107 0 9 SH   SOLE   0 9 0
HUNTINGTON INGALLS INDS INC COM 446413106 6,281 27,948 SH   SOLE   0 27,948 0
ICICI BK LTD ADR 45104G104 9,869 783,900 SH   SOLE   0 783,900 0
IDACORP INC COM 451107106 1,221 12,161 SH   SOLE   0 12,161 0
IDEXX LABS INC COM 45168D104 108,881 395,457 SH   SOLE   0 395,457 0
ILLINOIS TOOL WKS INC COM 452308109 24,188 160,390 SH   SOLE   0 160,390 0
ILLUMINA INC COM 452327109 16,933 45,997 SH   SOLE   0 45,997 0
INFOSYS LTD SPONSORED ADR 456788108 4,513 421,800 SH   SOLE   0 421,800 0
INNOVIVA INC COM 45781M101 6,569 451,215 SH   SOLE   0 451,215 0
INSPERITY INC COM 45778Q107 42,225 345,713 SH   SOLE   0 345,713 0
INTEL CORP COM 458140100 23,871 498,682 SH   SOLE   0 498,682 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,572 25,906 SH   SOLE   0 25,906 0
INTL PAPER CO COM 460146103 867 20,033 SH   SOLE   0 20,033 0
INTUIT COM 461202103 235,199 900,008 SH   SOLE   0 900,008 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 463 42,368 SH   SOLE   0 42,368 0
JD COM INC SPON ADR CL A 47215P106 108,877 3,594,500 SH   SOLE   0 3,594,500 0
JOHNSON & JOHNSON COM 478160104 90,539 650,053 SH   SOLE   0 650,053 0
JOHNSON CTLS INTL PLC SHS G51502105 3,041 73,629 SH   SOLE   0 73,629 0
JONES LANG LASALLE INC COM 48020Q107 74,079 526,543 SH   SOLE   0 526,543 0
JPMORGAN CHASE & CO COM 46625H100 171,376 1,532,886 SH   SOLE   0 1,532,886 0
KFORCE INC COM 493732101 10,199 290,660 SH   SOLE   0 290,660 0
KIMBERLY CLARK CORP COM 494368103 4,996 37,491 SH   SOLE   0 37,491 0
KIMCO RLTY CORP COM 49446R109 354 19,169 SH   SOLE   0 19,169 0
KKR REAL ESTATE FIN TR INC COM 48251K100 0 15 SH   SOLE   0 15 0
KOHLS CORP COM 500255104 121 2,549 SH   SOLE   0 2,549 0
KROGER CO COM 501044101 2,301 105,996 SH   SOLE   0 105,996 0
L BRANDS INC COM 501797104 329 12,616 SH   SOLE   0 12,616 0
LADDER CAP CORP CL A 505743104 0 14 SH   SOLE   0 14 0
LAM RESEARCH CORP COM 512807108 3,621 19,279 SH   SOLE   0 19,279 0
LAMB WESTON HLDGS INC COM 513272104 1,374 21,693 SH   SOLE   0 21,693 0
LANDSTAR SYS INC COM 515098101 74,295 687,988 SH   SOLE   0 687,988 0
LAS VEGAS SANDS CORP COM 517834107 1,164 19,704 SH   SOLE   0 19,704 0
LAUDER ESTEE COS INC CL A 518439104 2,072 11,319 SH   SOLE   0 11,319 0
LEGG MASON INC COM 524901105 0 17 SH   SOLE   0 17 0
LEXINFINTECH HLDGS LTD ADR 528877103 9,043 810,332 SH   SOLE   0 810,332 0
LILLY ELI & CO COM 532457108 67,584 610,021 SH   SOLE   0 610,021 0
LINCOLN ELEC HLDGS INC COM 533900106 673 8,187 SH   SOLE   0 8,187 0
LOCKHEED MARTIN CORP COM 539830109 3,694 10,162 SH   SOLE   0 10,162 0
LOEWS CORP COM 540424108 0 10 SH   SOLE   0 10 0
LOUISIANA PAC CORP COM 546347105 746 28,487 SH   SOLE   0 28,487 0
LOWES COS INC COM 548661107 4,260 42,218 SH   SOLE   0 42,218 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 94,326 1,095,170 SH   SOLE   0 1,095,170 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 226 5,587 SH   SOLE   0 5,587 0
MACYS INC COM 55616P104 126 5,912 SH   SOLE   0 5,912 0
MALLINCKRODT PUB LTD CO SHS G5785G107 14,528 1,582,672 SH   SOLE   0 1,582,672 0
MANHATTAN ASSOCS INC COM 562750109 81,749 1,179,137 SH   SOLE   0 1,179,137 0
MASCO CORP COM 574599106 19,142 487,840 SH   SOLE   0 487,840 0
MASIMO CORP COM 574795100 15,742 105,781 SH   SOLE   0 105,781 0
MASTERCARD INC CL A 57636Q104 150,823 570,158 SH   SOLE   0 570,158 0
MEDICAL PPTYS TRUST INC COM 58463J304 27 1,562 SH   SOLE   0 1,562 0
MEDIFAST INC COM 58470H101 26,241 204,529 SH   SOLE   0 204,529 0
MEDPACE HLDGS INC COM 58506Q109 12,809 195,810 SH   SOLE   0 195,810 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 899 41,419 SH   SOLE   0 41,419 0
MERCK & CO INC COM 58933Y105 98,530 1,175,076 SH   SOLE   0 1,175,076 0
MERCURY GENL CORP NEW COM 589400100 25,658 410,543 SH   SOLE   0 410,543 0
MERIDIAN BIOSCIENCE INC COM 589584101 0 51 SH   SOLE   0 51 0
METLIFE INC COM 59156R108 95,232 1,917,306 SH   SOLE   0 1,917,306 0
MICROSOFT CORP COM 594918104 265,737 1,983,709 SH   SOLE   0 1,983,709 0
MONSTER BEVERAGE CORP NEW COM 61174X109 58,735 920,182 SH   SOLE   0 920,182 0
MORGAN STANLEY COM NEW 617446448 11,327 258,550 SH   SOLE   0 258,550 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 0 5 SH   SOLE   0 5 0
MSCI INC COM 55354G100 22,743 95,243 SH   SOLE   0 95,243 0
MSG NETWORK INC CL A 553573106 15,728 758,365 SH   SOLE   0 758,365 0
NATIONAL CINEMEDIA INC COM 635309107 440 67,204 SH   SOLE   0 67,204 0
NATIONAL FUEL GAS CO N J COM 636180101 24,787 469,896 SH   SOLE   0 469,896 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102 861 3,352 SH   SOLE   0 3,352 0
NAVIENT CORPORATION COM 63938C108 4,880 357,539 SH   SOLE   0 357,539 0
NETAPP INC COM 64110D104 10,417 168,844 SH   SOLE   0 168,844 0
NETEASE INC SPONSORED ADR 64110W102 41,707 163,067 SH   SOLE   0 163,067 0
NETFLIX INC COM 64110L106 7,743 21,082 SH   SOLE   0 21,082 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 20,996 217,400 SH   SOLE   0 217,400 0
NEW YORK CMNTY BANCORP INC COM 649445103 1,606 161,002 SH   SOLE   0 161,002 0
NEWMARK GROUP INC CL A 65158N102 371 41,374 SH   SOLE   0 41,374 0
NEWMONT GOLDCORP CORPORATION COM 651639106 4,863 126,423 SH   SOLE   0 126,423 0
NEXTGEN HEALTHCARE INC COM 65343C102 27 1,379 SH   SOLE   0 1,379 0
NIELSEN HLDGS PLC SHS EUR G6518L108 361 15,990 SH   SOLE   0 15,990 0
NIKE INC CL B 654106103 69,953 833,272 SH   SOLE   0 833,272 0
NORFOLK SOUTHERN CORP COM 655844108 25,390 127,381 SH   SOLE   0 127,381 0
NORTHWESTERN CORP COM NEW 668074305 48 668 SH   SOLE   0 668 0
NRG ENERGY INC COM NEW 629377508 54,268 1,545,243 SH   SOLE   0 1,545,243 0
NU SKIN ENTERPRISES INC CL A 67018T105 15,139 306,967 SH   SOLE   0 306,967 0
NVIDIA CORP COM 67066G104 19,717 120,061 SH   SOLE   0 120,061 0
OCCIDENTAL PETE CORP COM 674599105 1,369 27,243 SH   SOLE   0 27,243 0
OGE ENERGY CORP COM 670837103 55,636 1,307,260 SH   SOLE   0 1,307,260 0
ONE GAS INC COM 68235P108 9,747 107,941 SH   SOLE   0 107,941 0
ONEMAIN HLDGS INC COM 68268W103 15,992 473,007 SH   SOLE   0 473,007 0
ORACLE CORP COM 68389X105 58,971 1,035,140 SH   SOLE   0 1,035,140 0
OSHKOSH CORP COM 688239201 20,555 246,198 SH   SOLE   0 246,198 0
OUTFRONT MEDIA INC COM 69007J106 256 9,948 SH   SOLE   0 9,948 0
PALO ALTO NETWORKS INC COM 697435105 658 3,232 SH   SOLE   0 3,232 0
PARK HOTELS RESORTS INC COM 700517105 53,507 1,941,486 SH   SOLE   0 1,941,486 0
PATTERSON COMPANIES INC COM 703395103 308 13,454 SH   SOLE   0 13,454 0
PAYPAL HLDGS INC COM 70450Y103 5,853 51,139 SH   SOLE   0 51,139 0
PEPSICO INC COM 713448108 5,532 42,192 SH   SOLE   0 42,192 0
PFIZER INC COM 717081103 42,333 977,219 SH   SOLE   0 977,219 0
PHILIP MORRIS INTL INC COM 718172109 55,592 707,915 SH   SOLE   0 707,915 0
PHILLIPS 66 COM 718546104 19 208 SH   SOLE   0 208 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 7,313 366,968 SH   SOLE   0 366,968 0
PINDUODUO INC SPONSORED ADS 722304102 590 28,620 SH   SOLE   0 28,620 0
PITNEY BOWES INC COM 724479100 1 462 SH   SOLE   0 462 0
PPG INDS INC COM 693506107 68,339 585,546 SH   SOLE   0 585,546 0
PPL CORP COM 69351T106 884 28,531 SH   SOLE   0 28,531 0
PRINCIPAL FINL GROUP INC COM 74251V102 2,686 46,384 SH   SOLE   0 46,384 0
PROCTER AND GAMBLE CO COM 742718109 142,188 1,296,753 SH   SOLE   0 1,296,753 0
PROGRESS SOFTWARE CORP COM 743312100 20,061 459,910 SH   SOLE   0 459,910 0
PROGRESSIVE CORP OHIO COM 743315103 2,855 35,728 SH   SOLE   0 35,728 0
PROPETRO HLDG CORP COM 74347M108 0 21 SH   SOLE   0 21 0
PRUDENTIAL FINL INC COM 744320102 25,218 249,691 SH   SOLE   0 249,691 0
PS BUSINESS PKS INC CALIF COM 69360J107 2,766 16,414 SH   SOLE   0 16,414 0
PUBLIC STORAGE COM 74460D109 96,130 403,623 SH   SOLE   0 403,623 0
QUALCOMM INC COM 747525103 23,825 313,202 SH   SOLE   0 313,202 0
RALPH LAUREN CORP CL A 751212101 90,316 795,113 SH   SOLE   0 795,113 0
RAYONIER INC COM 754907103 12,817 423,017 SH   SOLE   0 423,017 0
REGENERON PHARMACEUTICALS COM 75886F107 31,597 100,949 SH   SOLE   0 100,949 0
REGIONS FINL CORP NEW COM 7591EP100 776 51,984 SH   SOLE   0 51,984 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 407 4,303 SH   SOLE   0 4,303 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 209 13,209 SH   SOLE   0 13,209 0
RENT A CTR INC NEW COM 76009N100 932 35,020 SH   SOLE   0 35,020 0
RETAIL PPTYS AMER INC CL A 76131V202 2,233 189,962 SH   SOLE   0 189,962 0
REX AMERICAN RESOURCES CORP COM 761624105 1,592 21,848 SH   SOLE   0 21,848 0
ROBERT HALF INTL INC COM 770323103 140,374 2,462,272 SH   SOLE   0 2,462,272 0
ROCKWELL AUTOMATION INC COM 773903109 94,321 575,725 SH   SOLE   0 575,725 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 871 3,877 SH   SOLE   0 3,877 0
SCHLUMBERGER LTD COM 806857108 501 12,629 SH   SOLE   0 12,629 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 1,996 42,376 SH   SOLE   0 42,376 0
SEALED AIR CORP NEW COM 81211K100 5,120 119,687 SH   SOLE   0 119,687 0
SENIOR HSG PPTYS TR SH BEN INT 81721M109 0 100 SH   SOLE   0 100 0
SHOE CARNIVAL INC COM 824889109 9,800 355,086 SH   SOLE   0 355,086 0
SIGNET JEWELERS LIMITED SHS G81276100 8,614 481,813 SH   SOLE   0 481,813 0
SIMON PPTY GROUP INC NEW COM 828806109 36,364 227,622 SH   SOLE   0 227,622 0
SIMPSON MANUFACTURING CO INC COM 829073105 19,801 297,943 SH   SOLE   0 297,943 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 3,029 56,480 SH   SOLE   0 56,480 0
SIRIUS XM HLDGS INC COM 82968B103 7,443 1,334,009 SH   SOLE   0 1,334,009 0
SITE CENTERS CORP COM 82981J109 53 4,017 SH   SOLE   0 4,017 0
SLEEP NUMBER CORP COM 83125X103 29,208 723,169 SH   SOLE   0 723,169 0
SLM CORP COM 78442P106 1,817 186,947 SH   SOLE   0 186,947 0
SMITH A O CORP COM 831865209 12,425 263,473 SH   SOLE   0 263,473 0
SNAP ON INC COM 833034101 6,611 39,913 SH   SOLE   0 39,913 0
SOUTHWEST AIRLS CO COM 844741108 151 2,975 SH   SOLE   0 2,975 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,211 14,889 SH   SOLE   0 14,889 0
SPROUTS FMRS MKT INC COM 85208M102 22,937 1,214,279 SH   SOLE   0 1,214,279 0
STARBUCKS CORP COM 855244109 15,932 190,058 SH   SOLE   0 190,058 0
STEEL DYNAMICS INC COM 858119100 1,070 35,441 SH   SOLE   0 35,441 0
SYNCHRONY FINL COM 87165B103 42,868 1,236,473 SH   SOLE   0 1,236,473 0
SYNOVUS FINL CORP COM NEW 87161C501 1 57 SH   SOLE   0 57 0
SYSCO CORP COM 871829107 11,735 165,939 SH   SOLE   0 165,939 0
TAILORED BRANDS INC COM 87403A107 2 454 SH   SOLE   0 454 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 10,524 268,700 SH   SOLE   0 268,700 0
TANGER FACTORY OUTLET CTRS I COM 875465106 1,345 83,015 SH   SOLE   0 83,015 0
TARGET CORP COM 87612E106 980 11,320 SH   SOLE   0 11,320 0
TEGNA INC COM 87901J105 33 2,183 SH   SOLE   0 2,183 0
TERADATA CORP DEL COM 88076W103 45,665 1,273,803 SH   SOLE   0 1,273,803 0
TERNIUM SA SPONSORED ADS 880890108 1,830 81,612 SH   SOLE   0 81,612 0
TEXAS INSTRS INC COM 882508104 5,689 49,579 SH   SOLE   0 49,579 0
TEXTRON INC COM 883203101 51,877 978,083 SH   SOLE   0 978,083 0
TIVO CORP COM 88870P106 322 43,716 SH   SOLE   0 43,716 0
TORO CO COM 891092108 1,493 22,325 SH   SOLE   0 22,325 0
TRAVELERS COMPANIES INC COM 89417E109 97,272 650,562 SH   SOLE   0 650,562 0
TREX CO INC COM 89531P105 20,562 286,780 SH   SOLE   0 286,780 0
TRIPADVISOR INC COM 896945201 110,195 2,380,556 SH   SOLE   0 2,380,556 0
TWITTER INC COM 90184L102 3,332 95,490 SH   SOLE   0 95,490 0
UBIQUITI NETWORKS INC COM 90347A100 242 1,843 SH   SOLE   0 1,843 0
UGI CORP NEW COM 902681105 96,083 1,798,975 SH   SOLE   0 1,798,975 0
UNDER ARMOUR INC CL A 904311107 18,994 749,288 SH   SOLE   0 749,288 0
UNION PACIFIC CORP COM 907818108 52,097 308,070 SH   SOLE   0 308,070 0
UNITEDHEALTH GROUP INC COM 91324P102 19,292 79,064 SH   SOLE   0 79,064 0
UNIVERSAL INS HLDGS INC COM 91359V107 3,589 128,648 SH   SOLE   0 128,648 0
UNUM GROUP COM 91529Y106 738 22,012 SH   SOLE   0 22,012 0
USANA HEALTH SCIENCES INC COM 90328M107 31,717 399,320 SH   SOLE   0 399,320 0
VALERO ENERGY CORP NEW COM 91913Y100 341 3,988 SH   SOLE   0 3,988 0
VARIAN MED SYS INC COM 92220P105 49,819 365,971 SH   SOLE   0 365,971 0
VEREIT INC COM 92339V100 1,010 112,167 SH   SOLE   0 112,167 0
VERISIGN INC COM 92343E102 47,447 226,847 SH   SOLE   0 226,847 0
VERIZON COMMUNICATIONS INC COM 92343V104 122,932 2,151,800 SH   SOLE   0 2,151,800 0
VERSO CORP CL A 92531L207 1,810 95,036 SH   SOLE   0 95,036 0
VERTEX PHARMACEUTICALS INC COM 92532F100 99,648 543,401 SH   SOLE   0 543,401 0
VIACOM INC NEW CL B 92553P201 0 10 SH   SOLE   0 10 0
VISA INC COM CL A 92826C839 145,909 840,737 SH   SOLE   0 840,737 0
VISTEON CORP COM NEW 92839U206 5,206 88,876 SH   SOLE   0 88,876 0
VISTRA ENERGY CORP COM 92840M102 47,940 2,117,517 SH   SOLE   0 2,117,517 0
VMWARE INC CL A COM 928563402 4,904 29,331 SH   SOLE   0 29,331 0
VORNADO RLTY TR SH BEN INT 929042109 3,405 53,129 SH   SOLE   0 53,129 0
W & T OFFSHORE INC COM 92922P106 3,041 613,211 SH   SOLE   0 613,211 0
WADDELL & REED FINL INC CL A 930059100 1,386 83,160 SH   SOLE   0 83,160 0
WALMART INC COM 931142103 22,528 203,893 SH   SOLE   0 203,893 0
WARRIOR MET COAL INC COM 93627C101 33,133 1,268,509 SH   SOLE   0 1,268,509 0
WATERS CORP COM 941848103 39,756 184,708 SH   SOLE   0 184,708 0
WD-40 CO COM 929236107 2,124 13,360 SH   SOLE   0 13,360 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 748 27,297 SH   SOLE   0 27,297 0
WESTERN UN CO COM 959802109 1 89 SH   SOLE   0 89 0
WILLIAMS SONOMA INC COM 969904101 0 7 SH   SOLE   0 7 0
WINMARK CORP COM 974250102 149 866 SH   SOLE   0 866 0
WORLDPAY INC CL A 981558109 157,280 1,283,401 SH   SOLE   0 1,283,401 0
XILINX INC COM 983919101 712 6,040 SH   SOLE   0 6,040 0
YELP INC CL A 985817105 20,228 591,836 SH   SOLE   0 591,836 0