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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,763 14,953 SH   SOLE   14,953 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 3,711 76,833 SH   SOLE   76,833 0 0
ADOBE INC COM 00724F101 5,540 18,802 SH   SOLE   18,802 0 0
ADVANCED MICRO DEVICES INC COM 007903107 13,911 458,045 SH   SOLE   458,045 0 0
AGREE REALTY CORP COM 008492100 616 9,620 SH   SOLE   9,620 0 0
AIR PRODS & CHEMS INC COM 009158106 5,453 24,090 SH   SOLE   24,090 0 0
ALASKA AIR GROUP INC COM 011659109 2,465 38,565 SH   SOLE   38,565 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 443 3,138 SH   SOLE   3,138 0 0
ALLIANT ENERGY CORP COM 018802108 1,786 36,399 SH   SOLE   36,399 0 0
ALTAIR ENGR INC COM CL A 021369103 691 17,119 SH   SOLE   17,119 0 0
ALTRIA GROUP INC COM 02209S103 3,004 63,446 SH   SOLE   63,446 0 0
AMERICAN ASSETS TR INC COM 024013104 4,982 105,738 SH   SOLE   105,738 0 0
AMERICAN ELEC PWR CO INC COM 025537101 1,803 20,487 SH   SOLE   20,487 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 3,373 63,311 SH   SOLE   63,311 0 0
AMERICAN TOWER CORP NEW COM 03027X100 3,952 19,328 SH   SOLE   19,328 0 0
AMERISOURCEBERGEN CORP COM 03073E105 2,738 32,115 SH   SOLE   32,115 0 0
AMETEK INC NEW COM 031100100 1,169 12,868 SH   SOLE   12,868 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 9,208 707,781 SH   SOLE   707,781 0 0
ANTHEM INC COM 036752103 3,809 13,498 SH   SOLE   13,498 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 1,324 26,414 SH   SOLE   26,414 0 0
APOLLO COML REAL EST FIN INC COM 03762U105 1,765 96,000 SH   SOLE   96,000 0 0
ARCONIC INC COM 03965L100 1,384 53,592 SH   SOLE   53,592 0 0
ASSURANT INC COM 04621X108 8,927 83,917 SH   SOLE   83,917 0 0
AUTOZONE INC COM 053332102 3,726 3,389 SH   SOLE   3,389 0 0
AVALARA INC COM 05338G106 45,349 628,100 SH   SOLE   628,100 0 0
AVALONBAY CMNTYS INC COM 053484101 1,132 5,570 SH   SOLE   5,570 0 0
AVANTOR INC COM 05352A100 65,613 3,437,013 SH   SOLE   3,437,013 0 0
AXA EQUITABLE HLDGS INC COM 054561105 6,398 306,112 SH   SOLE   306,112 0 0
BALL CORP COM 058498106 1,996 28,513 SH   SOLE   28,513 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,030 23,595 SH   SOLE   23,595 0 0
BEST BUY INC COM 086516101 3,931 56,380 SH   SOLE   56,380 0 0
BIOGEN INC COM 09062X103 446 1,907 SH   SOLE   1,907 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 67,372 2,551,969 SH   SOLE   2,551,969 0 0
BLACKROCK INC COM 09247X101 2,762 5,886 SH   SOLE   5,886 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 3,478 97,746 SH   SOLE   97,746 0 0
BLOCK H & R INC COM 093671105 19,604 669,063 SH   SOLE   669,063 0 0
BOSTON PROPERTIES INC COM 101121101 399 3,094 SH   SOLE   3,094 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,598 37,188 SH   SOLE   37,188 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,770 21,697 SH   SOLE   21,697 0 0
BROWN FORMAN CORP CL B 115637209 6,889 124,284 SH   SOLE   124,284 0 0
CAMBIUM NETWORKS CORP SHS G17766109 1,918 200,000 SH   SOLE   200,000 0 0
CAMPBELL SOUP CO COM 134429109 10,252 255,848 SH   SOLE   255,848 0 0
CARMAX INC COM 143130102 2,824 32,527 SH   SOLE   32,527 0 0
CENTENE CORP DEL COM 15135B101 4,132 78,790 SH   SOLE   78,790 0 0
CERIDIAN HCM HLDG INC COM 15677J108 26,246 522,838 SH   SOLE   522,838 0 0
CHANGE HEALTHCARE INC COM 15912K100 6,570 450,000 SH   SOLE   450,000 0 0
CHEWY INC CL A 16679L109 17,500 500,000 SH   SOLE   500,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 8,155 11,127 SH   SOLE   11,127 0 0
CHURCH & DWIGHT INC COM 171340102 1,425 19,501 SH   SOLE   19,501 0 0
CIGNA CORP NEW COM 125523100 3,127 19,846 SH   SOLE   19,846 0 0
CINCINNATI FINL CORP COM 172062101 2,168 20,912 SH   SOLE   20,912 0 0
CISCO SYS INC COM 17275R102 8,354 152,635 SH   SOLE   152,635 0 0
CITRIX SYS INC COM 177376100 3,670 37,398 SH   SOLE   37,398 0 0
CME GROUP INC COM 12572Q105 9,362 48,233 SH   SOLE   48,233 0 0
CNH INDL N V SHS N20944109 304 29,538 SH   SOLE   29,538 0 0
COLGATE PALMOLIVE CO COM 194162103 1,574 21,955 SH   SOLE   21,955 0 0
COMERICA INC COM 200340107 1,685 23,196 SH   SOLE   23,196 0 0
CONSOLIDATED EDISON INC COM 209115104 1,915 21,841 SH   SOLE   21,841 0 0
COOPER COS INC COM NEW 216648402 10,576 31,394 SH   SOLE   31,394 0 0
COPART INC COM 217204106 4,043 54,097 SH   SOLE   54,097 0 0
COSTCO WHSL CORP NEW COM 22160K105 3,440 13,017 SH   SOLE   13,017 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 13,658 200,000 SH   SOLE   200,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 2,313 17,745 SH   SOLE   17,745 0 0
CUMMINS INC COM 231021106 1,707 9,964 SH   SOLE   9,964 0 0
DAVITA INC COM 23918K108 1,152 20,480 SH   SOLE   20,480 0 0
DEERE & CO COM 244199105 375 2,263 SH   SOLE   2,263 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,393 59,792 SH   SOLE   59,792 0 0
DESCARTES SYS GROUP INC COM 249906108 1,150 31,114 SH   SOLE   31,114 0 0
DIGITAL RLTY TR INC COM 253868103 2,713 23,031 SH   SOLE   23,031 0 0
DISCOVERY INC COM SER C 25470F302 2,988 105,029 SH   SOLE   105,029 0 0
DISH NETWORK CORP CL A 25470M109 1,556 40,499 SH   SOLE   40,499 0 0
DOLLAR GEN CORP NEW COM 256677105 23,975 177,381 SH   SOLE   177,381 0 0
DOMINION ENERGY INC COM 25746U109 3,748 48,479 SH   SOLE   48,479 0 0
DOVER CORP COM 260003108 2,168 21,636 SH   SOLE   21,636 0 0
DTE ENERGY CO COM 233331107 1,253 9,795 SH   SOLE   9,795 0 0
ECOLAB INC COM 278865100 1,978 10,018 SH   SOLE   10,018 0 0
EDISON INTL COM 281020107 3,958 58,710 SH   SOLE   58,710 0 0
ELECTRONIC ARTS INC COM 285512109 2,384 23,545 SH   SOLE   23,545 0 0
ENI S P A SPONSORED ADR 26874R108 3,106 94,050 SH   SOLE   94,050 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 1,542 20,308 SH   SOLE   20,308 0 0
ESSEX PPTY TR INC COM 297178105 2,857 9,786 SH   SOLE   9,786 0 0
EVEREST RE GROUP LTD COM G3223R108 1,334 5,395 SH   SOLE   5,395 0 0
EVERSOURCE ENERGY COM 30040W108 12,555 165,722 SH   SOLE   165,722 0 0
EVOLUS INC COM 30052C107 547 37,386 SH   SOLE   37,386 0 0
EXTRA SPACE STORAGE INC COM 30225T102 608 5,727 SH   SOLE   5,727 0 0
F M C CORP COM NEW 302491303 1,511 18,216 SH   SOLE   18,216 0 0
FACEBOOK INC CL A 30303M102 17,268 89,473 SH   SOLE   89,473 0 0
FEDEX CORP COM 31428X106 4,364 26,582 SH   SOLE   26,582 0 0
FISERV INC COM 337738108 2,529 27,747 SH   SOLE   27,747 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 1,579 5,623 SH   SOLE   5,623 0 0
FORTINET INC COM 34959E109 1,770 23,032 SH   SOLE   23,032 0 0
FRANKLIN RES INC COM 354613101 2,031 58,356 SH   SOLE   58,356 0 0
FRESHPET INC COM 358039105 27,971 614,603 SH   SOLE   614,603 0 0
GENERAL DYNAMICS CORP COM 369550108 2,246 12,352 SH   SOLE   12,352 0 0
GENERAL ELECTRIC CO COM 369604103 6,387 608,296 SH   SOLE   608,296 0 0
GENPACT LIMITED SHS G3922B107 5,375 141,121 SH   SOLE   141,121 0 0
GLOBAL PMTS INC COM 37940X102 2,810 17,551 SH   SOLE   17,551 0 0
GORES HOLDINGS III INC UNIT 09/07/2024 38286G208 36,645 3,500,000 SH   SOLE   3,500,000 0 0
GORES METROPOULOS INC UNIT 99/99/9999 382872208 18,851 1,800,000 SH   SOLE   1,800,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 4,932 150,000 SH   SOLE   150,000 0 0
HANESBRANDS INC COM 410345102 1,415 82,168 SH   SOLE   82,168 0 0
HARLEY DAVIDSON INC COM 412822108 1,204 33,590 SH   SOLE   33,590 0 0
HARRIS CORP DEL COM 413875105 1,805 9,545 SH   SOLE   9,545 0 0
HASBRO INC COM 418056107 2,916 27,595 SH   SOLE   27,595 0 0
HCA HEALTHCARE INC COM 40412C101 3,483 25,768 SH   SOLE   25,768 0 0
HCP INC COM 40414L109 1,605 50,197 SH   SOLE   50,197 0 0
HEADHUNTER GROUP PLC SPONSORED ADS 42207L106 1,333 82,046 SH   SOLE   82,046 0 0
HELMERICH & PAYNE INC COM 423452101 766 15,131 SH   SOLE   15,131 0 0
HERSHEY CO COM 427866108 1,847 13,779 SH   SOLE   13,779 0 0
HOLLYFRONTIER CORP COM 436106108 2,192 47,373 SH   SOLE   47,373 0 0
HOLOGIC INC COM 436440101 1,201 25,006 SH   SOLE   25,006 0 0
HOULIHAN LOKEY INC CL A 441593100 21,433 481,325 SH   SOLE   481,325 0 0
HP INC COM 40434L105 23,779 1,143,766 SH   SOLE   1,143,766 0 0
HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 7,700 350,000 SH   SOLE   350,000 0 0
IDEXX LABS INC COM 45168D104 1,711 6,215 SH   SOLE   6,215 0 0
IHS MARKIT LTD SHS G47567105 5,166 81,080 SH   SOLE   81,080 0 0
ILLUMINA INC COM 452327109 2,379 6,461 SH   SOLE   6,461 0 0
IMPERIAL OIL LTD COM NEW 453038408 2,103 75,991 SH   SOLE   75,991 0 0
INGERSOLL-RAND PLC SHS G47791101 4,821 38,058 SH   SOLE   38,058 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,180 13,735 SH   SOLE   13,735 0 0
INTERPUBLIC GROUP COS INC COM 460690100 2,205 97,595 SH   SOLE   97,595 0 0
INTERXION HOLDING N.V SHS N47279109 3,238 42,557 SH   SOLE   42,557 0 0
INTUIT COM 461202103 39,979 152,982 SH   SOLE   152,982 0 0
INVESCO LTD SHS G491BT108 1,196 58,473 SH   SOLE   58,473 0 0
INVITATION HOMES INC COM 46187W107 16,729 625,835 SH   SOLE   625,835 0 0
IQVIA HLDGS INC COM 46266C105 1,468 9,123 SH   SOLE   9,123 0 0
JACOBS ENGR GROUP INC COM 469814107 2,204 26,121 SH   SOLE   26,121 0 0
JOHNSON & JOHNSON COM 478160104 8,292 59,533 SH   SOLE   59,533 0 0
JUNIPER NETWORKS INC COM 48203R104 2,223 83,492 SH   SOLE   83,492 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 12,607 140,375 SH   SOLE   140,375 0 0
KIMBERLY CLARK CORP COM 494368103 2,271 17,038 SH   SOLE   17,038 0 0
KIMCO RLTY CORP COM 49446R109 3,113 168,442 SH   SOLE   168,442 0 0
L BRANDS INC COM 501797104 9,769 374,297 SH   SOLE   374,297 0 0
L3 TECHNOLOGIES INC COM 502413107 979 3,992 SH   SOLE   3,992 0 0
LAMB WESTON HLDGS INC COM 513272104 2,020 31,885 SH   SOLE   31,885 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 1,873 108,968 SH   SOLE   108,968 0 0
LINCOLN NATL CORP IND COM 534187109 1,586 24,607 SH   SOLE   24,607 0 0
LINDE PLC SHS G5494J103 2,961 14,744 SH   SOLE   14,744 0 0
LINX S A SPONSORED ADS 53619W101 8,650 948,503 SH   SOLE   948,503 0 0
LOCKHEED MARTIN CORP COM 539830109 2,371 6,522 SH   SOLE   6,522 0 0
LULULEMON ATHLETICA INC COM 550021109 5,824 32,318 SH   SOLE   32,318 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,580 18,342 SH   SOLE   18,342 0 0
M & T BK CORP COM 55261F104 1,805 10,613 SH   SOLE   10,613 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,269 9,859 SH   SOLE   9,859 0 0
MASTERCARD INC CL A 57636Q104 6,776 25,616 SH   SOLE   25,616 0 0
MAYVILLE ENGINEERING CO INC COM 578605107 1,470 106,511 SH   SOLE   106,511 0 0
MCCORMICK & CO INC COM NON VTG 579780206 2,895 18,673 SH   SOLE   18,673 0 0
MEDICINES CO COM 584688105 4,468 122,500 SH   SOLE   122,500 0 0
MERCK & CO INC COM 58933Y105 5,911 70,498 SH   SOLE   70,498 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 1,831 2,180 SH   SOLE   2,180 0 0
MICRON TECHNOLOGY INC COM 595112103 15,762 408,446 SH   SOLE   408,446 0 0
MICROSOFT CORP COM 594918104 12,647 94,406 SH   SOLE   94,406 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 3,037 47,573 SH   SOLE   47,573 0 0
MOSAIC CO NEW COM 61945C103 2,039 81,479 SH   SOLE   81,479 0 0
NATIONAL VISION HLDGS INC COM 63845R107 4,498 146,370 SH   SOLE   146,370 0 0
NEOGENOMICS INC COM NEW 64049M209 1,121 51,107 SH   SOLE   51,107 0 0
NETFLIX INC COM 64110L106 6,439 17,531 SH   SOLE   17,531 0 0
NEW YORK MTG TR INC COM PAR $.02 649604501 1,292 208,323 SH   SOLE   208,323 0 0
NEWELL BRANDS INC COM 651229106 1,181 76,571 SH   SOLE   76,571 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 2,419 62,888 SH   SOLE   62,888 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 1,772 78,403 SH   SOLE   78,403 0 0
NORTHROP GRUMMAN CORP COM 666807102 2,778 8,599 SH   SOLE   8,599 0 0
NORTHWEST NAT HLDG CO COM 66765N105 737 10,607 SH   SOLE   10,607 0 0
NVENT ELECTRIC PLC SHS G6700G107 2,849 114,915 SH   SOLE   114,915 0 0
NVIDIA CORP COM 67066G104 9,458 57,590 SH   SOLE   57,590 0 0
OMNICOM GROUP INC COM 681919106 1,289 15,731 SH   SOLE   15,731 0 0
ONEOK INC NEW COM 682680103 2,811 40,858 SH   SOLE   40,858 0 0
ORACLE CORP COM 68389X105 57,898 1,016,285 SH   SOLE   1,016,285 0 0
PACCAR INC COM 693718108 984 13,729 SH   SOLE   13,729 0 0
PARSONS CORPORATION COM 70202L102 14,744 400,000 SH   SOLE   400,000 0 0
PAYPAL HLDGS INC COM 70450Y103 4,092 35,748 SH   SOLE   35,748 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 26,600 1,708,434 SH   SOLE   1,708,434 0 0
PFIZER INC COM 717081103 3,383 78,091 SH   SOLE   78,091 0 0
PHILLIPS 66 COM 718546104 3,021 32,296 SH   SOLE   32,296 0 0
PINDUODUO INC SPONSORED ADS 722304102 5,323 258,038 SH   SOLE   258,038 0 0
PRICE T ROWE GROUP INC COM 74144T108 1,725 15,720 SH   SOLE   15,720 0 0
PROCTER AND GAMBLE CO COM 742718109 4,788 43,669 SH   SOLE   43,669 0 0
PUBLIC STORAGE COM 74460D109 2,246 9,429 SH   SOLE   9,429 0 0
PULTE GROUP INC COM 745867101 1,154 36,511 SH   SOLE   36,511 0 0
Q2 HLDGS INC COM 74736L109 391 5,118 SH   SOLE   5,118 0 0
QUANTA SVCS INC COM 74762E102 888 23,252 SH   SOLE   23,252 0 0
QUDIAN INC ADR 747798106 5,346 712,805 SH   SOLE   712,805 0 0
RALPH LAUREN CORP CL A 751212101 1,451 12,770 SH   SOLE   12,770 0 0
RATTLER MIDSTREAM LP COM UNITS 75419T103 7,271 375,000 SH   SOLE   375,000 0 0
REALTY INCOME CORP COM 756109104 2,547 36,931 SH   SOLE   36,931 0 0
REGENCY CTRS CORP COM 758849103 545 8,168 SH   SOLE   8,168 0 0
REVOLVE GROUP INC CL A 76156B107 4,658 135,000 SH   SOLE   135,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 4,120 11,248 SH   SOLE   11,248 0 0
SALESFORCE COM INC COM 79466L302 7,806 51,444 SH   SOLE   51,444 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 1,188 5,284 SH   SOLE   5,284 0 0
SMUCKER J M CO COM NEW 832696405 1,819 15,790 SH   SOLE   15,790 0 0
SOLARWINDS CORP COM 83417Q105 1,233 67,216 SH   SOLE   67,216 0 0
SOUTHERN CO COM 842587107 3,369 60,953 SH   SOLE   60,953 0 0
STARBUCKS CORP COM 855244109 4,863 58,009 SH   SOLE   58,009 0 0
SUN CMNTYS INC COM 866674104 32,166 250,922 SH   SOLE   250,922 0 0
SUNTRUST BKS INC COM 867914103 2,278 36,252 SH   SOLE   36,252 0 0
SYNOPSYS INC COM 871607107 3,059 23,769 SH   SOLE   23,769 0 0
TARGET CORP COM 87612E106 29,371 339,119 SH   SOLE   339,119 0 0
TARGET HOSPITALITY CORP COM 87615L107 7,767 853,514 SH   SOLE   853,514 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 4,032 192,386 SH   SOLE   192,386 0 0
TECHNIPFMC PLC COM G87110105 2,647 102,040 SH   SOLE   102,040 0 0
TELEFLEX INC COM 879369106 1,805 5,451 SH   SOLE   5,451 0 0
TEXTRON INC COM 883203101 2,264 42,683 SH   SOLE   42,683 0 0
THE REALREAL INC COM 88339P101 3,468 120,000 SH   SOLE   120,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,273 17,954 SH   SOLE   17,954 0 0
TIDEWATER INC NEW *W EXP 07/31/202 88642R117 31 10,166 SH   SOLE   10,166 0 0
TIDEWATER INC NEW *W EXP 07/31/202 88642R125 30 10,991 SH   SOLE   10,991 0 0
TJX COS INC NEW COM 872540109 2,076 39,268 SH   SOLE   39,268 0 0
TPG PACE HLDGS CORP CL A G89827128 7,280 700,000 SH   SOLE   700,000 0 0
TPG SPECIALTY LENDING INC COM 87265K102 2,565 130,880 SH   SOLE   130,880 0 0
TRACTOR SUPPLY CO COM 892356106 5,015 46,094 SH   SOLE   46,094 0 0
TRANSDIGM GROUP INC COM 893641100 3,690 7,628 SH   SOLE   7,628 0 0
UBER TECHNOLOGIES INC COM 90353T100 72,636 1,566,114 SH   SOLE   1,566,114 0 0
ULTA BEAUTY INC COM 90384S303 319 921 SH   SOLE   921 0 0
UNDER ARMOUR INC CL A 904311107 2,059 81,222 SH   SOLE   81,222 0 0
UNITED CONTL HLDGS INC COM 910047109 2,014 23,009 SH   SOLE   23,009 0 0
UNITI GROUP INC COM 91325V108 3,063 322,424 SH   SOLE   322,424 0 0
VENATOR MATLS PLC SHS G9329Z100 408 77,117 SH   SOLE   77,117 0 0
VENTAS INC COM 92276F100 2,634 38,541 SH   SOLE   38,541 0 0
VEONEER INCORPORATED COM 92336X109 244 14,074 SH   SOLE   14,074 0 0
VERRA MOBILITY CORP COM 92511U102 1,443 110,269 SH   SOLE   110,269 0 0
VICI PPTYS INC COM 925652109 45,953 2,085,000 SH   SOLE   2,085,000 0 0
VISA INC COM CL A 92826C839 6,569 37,851 SH   SOLE   37,851 0 0
VONAGE HLDGS CORP COM 92886T201 1,280 112,978 SH   SOLE   112,978 0 0
VULCAN MATLS CO COM 929160109 2,209 16,089 SH   SOLE   16,089 0 0
WABTEC CORP COM 929740108 839 11,685 SH   SOLE   11,685 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 7,248 132,579 SH   SOLE   132,579 0 0
WELLTOWER INC COM 95040Q104 1,415 17,355 SH   SOLE   17,355 0 0
WHIRLPOOL CORP COM 963320106 3,550 24,937 SH   SOLE   24,937 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 1,638 8,552 SH   SOLE   8,552 0 0
XCEL ENERGY INC COM 98389B100 1,376 23,134 SH   SOLE   23,134 0 0
YY INC SPONSORED ADS A 98426T106 9,266 132,955 SH   SOLE   132,955 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 3,217 27,321 SH   SOLE   27,321 0 0
ZOETIS INC CL A 98978V103 2,099 18,498 SH   SOLE   18,498 0 0
ZYNGA INC CL A 98986T108 1,350 220,288 SH   SOLE   220,288 0 0