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 1,146 6,500 SH   SOLE   0 6,500 0
58 COM INC SPON ADR REP A 31680Q104 19,043 294,200 SH   SOLE   0 294,200 0
ABBOTT LABS COM 002824100 6,426 73,989 SH   SOLE   0 73,989 0
ABBVIE INC COM 00287Y109 100,865 1,139,204 SH   SOLE   0 1,139,204 0
ACUITY BRANDS INC COM 00508Y102 3,348 24,264 SH   SOLE   0 24,264 0
ADOBE INC COM 00724F101 6,469 19,617 SH   SOLE   0 19,617 0
AGCO CORP COM 001084102 734 9,511 SH   SOLE   0 9,511 0
AIR PRODS & CHEMS INC COM 009158106 352 1,500 SH   SOLE   0 1,500 0
AKAMAI TECHNOLOGIES INC COM 00971T101 15,594 180,535 SH   SOLE   0 180,535 0
ALEXION PHARMACEUTICALS INC COM 015351109 29,984 277,248 SH   SOLE   0 277,248 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 61,360 289,300 SH   SOLE   0 289,300 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 5,446 48,546 SH   SOLE   0 48,546 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 47,822 989,713 SH   SOLE   0 989,713 0
ALLSTATE CORP COM 020002101 43,007 382,461 SH   SOLE   0 382,461 0
ALLY FINL INC COM 02005N100 25,019 818,692 SH   SOLE   0 818,692 0
ALPHABET INC CAP STK CL C 02079K107 99,858 74,687 SH   SOLE   0 74,687 0
ALPHABET INC CAP STK CL A 02079K305 66,985 50,012 SH   SOLE   0 50,012 0
AMAZON COM INC COM 023135106 117,626 63,656 SH   SOLE   0 63,656 0
AMBEV SA SPONSORED ADR 02319V103 719 154,400 SH   SOLE   0 154,400 0
AMEREN CORP COM 023608102 31,057 404,396 SH   SOLE   0 404,396 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 641 40,100 SH   SOLE   0 40,100 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 214 7,165 SH   SOLE   0 7,165 0
AMERICAN EXPRESS CO COM 025816109 3,865 31,053 SH   SOLE   0 31,053 0
AMERICAN INTL GROUP INC COM NEW 026874784 51,194 997,355 SH   SOLE   0 997,355 0
AMERICAN NATL INS CO COM 028591105 222 1,893 SH   SOLE   0 1,893 0
AMERICAN STS WTR CO COM 029899101 429 4,952 SH   SOLE   0 4,952 0
AMERICAN TOWER CORP NEW COM 03027X100 20,055 87,265 SH   SOLE   0 87,265 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,828 14,886 SH   SOLE   0 14,886 0
AMERIPRISE FINL INC COM 03076C106 8,366 50,226 SH   SOLE   0 50,226 0
AMERISOURCEBERGEN CORP CALL 03073E905 8,553 100,608 SH   SOLE   0 100,608 0
AMGEN INC COM 031162100 55,162 228,824 SH   SOLE   0 228,824 0
AMKOR TECHNOLOGY INC COM 031652100 595 45,800 SH   SOLE   0 45,800 0
ANTERO RES CORP COM 03674X106 552 193,990 SH   SOLE   0 193,990 0
ANTHEM INC COM 036752103 20,172 66,789 SH   SOLE   0 66,789 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 16,730 1,029,582 SH   SOLE   0 1,029,582 0
APPLE INC COM 037833100 336,771 1,146,845 SH   SOLE   0 1,146,845 0
APPLIED MATLS INC COM 038222105 40,888 669,861 SH   SOLE   0 669,861 0
ARCH COAL INC CL A 039380407 22,508 313,748 SH   SOLE   0 313,748 0
ARCONIC INC COM 03965L100 17,024 553,283 SH   SOLE   0 553,283 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 905 9,639 SH   SOLE   0 9,639 0
ASPEN TECHNOLOGY INC COM 045327103 24,838 205,396 SH   SOLE   0 205,396 0
AT&T INC COM 00206R102 5,028 128,683 SH   SOLE   0 128,683 0
ATHENE HLDG LTD CL A G0684D107 3,057 65,012 SH   SOLE   0 65,012 0
AUTOMATIC DATA PROCESSING IN COM 053015103 333 1,957 SH   SOLE   0 1,957 0
AUTOZONE INC COM 053332102 26,635 22,358 SH   SOLE   0 22,358 0
AVALONBAY CMNTYS INC COM 053484101 17,119 81,639 SH   SOLE   0 81,639 0
AXALTA COATING SYS LTD COM G0750C108 2,885 94,904 SH   SOLE   0 94,904 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 6,147 103,422 SH   SOLE   0 103,422 0
BAKER HUGHES COMPANY CL A 05722G100 12,894 503,094 SH   SOLE   0 503,094 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 1,790 200,100 SH   SOLE   0 200,100 0
BANCO SANTANDER BRASIL S A ADS REP 1 UNIT 05967A107 171 14,100 SH   SOLE   0 14,100 0
BANK AMER CORP COM 060505104 17,117 486,013 SH   SOLE   0 486,013 0
BANK NEW YORK MELLON CORP COM 064058100 1,255 24,937 SH   SOLE   0 24,937 0
BAXTER INTL INC COM 071813109 7,726 92,404 SH   SOLE   0 92,404 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,404 6,201 SH   SOLE   0 6,201 0
BEST BUY INC COM 086516101 3,429 39,060 SH   SOLE   0 39,060 0
BIOGEN INC COM 09062X103 37,199 125,366 SH   SOLE   0 125,366 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 520 6,151 SH   SOLE   0 6,151 0
BLACK HILLS CORP COM 092113109 570 7,269 SH   SOLE   0 7,269 0
BLACKROCK INC COM 09247X101 251 500 SH   SOLE   0 500 0
BOOKING HLDGS INC COM 09857L108 9,677 4,712 SH   SOLE   0 4,712 0
BOSTON BEER INC CL A 100557107 9,304 24,626 SH   SOLE   0 24,626 0
BRF SA SPONSORED ADR 10552T107 141 16,300 SH   SOLE   0 16,300 0
BRIGHTHOUSE FINL INC COM 10922N103 8,499 216,650 SH   SOLE   0 216,650 0
BRISTOL MYERS SQUIBB CO COM 110122108 42,902 668,374 SH   SOLE   0 668,374 0
BRIXMOR PPTY GROUP INC COM 11120U105 363 16,824 SH   SOLE   0 16,824 0
BROADCOM INC COM 11135F101 669 2,119 SH   SOLE   0 2,119 0
BRUKER CORP COM 116794108 6,792 133,273 SH   SOLE   0 133,273 0
BUILDERS FIRSTSOURCE INC COM 12008R107 16,117 634,293 SH   SOLE   0 634,293 0
BUNGE LIMITED COM G16962105 422 7,334 SH   SOLE   0 7,334 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 745 9,537 SH   SOLE   0 9,537 0
CABOT OIL & GAS CORP COM 127097103 20,992 1,205,796 SH   SOLE   0 1,205,796 0
CADENCE DESIGN SYSTEM INC COM 127387108 46,003 663,252 SH   SOLE   0 663,252 0
CAPITAL ONE FINL CORP COM 14040H105 16,688 162,163 SH   SOLE   0 162,163 0
CAPITOL FED FINL INC COM 14057J101 167 12,226 SH   SOLE   0 12,226 0
CARGURUS INC COM CL A 141788109 484 13,784 SH   SOLE   0 13,784 0
CATERPILLAR INC DEL COM 149123101 886 6,000 SH   SOLE   0 6,000 0
CDW CORP COM 12514G108 832 5,829 SH   SOLE   0 5,829 0
CEMEX SAB DE CV SPON ADR NEW 151290889 199 52,800 SH   SOLE   0 52,800 0
CERNER CORP COM 156782104 51,329 699,409 SH   SOLE   0 699,409 0
CHARLES & COLVARD LTD COM 159765106 263 5,539 SH   SOLE   0 5,539 0
CHEMED CORP NEW COM 16359R103 306 698 SH   SOLE   0 698 0
CHENIERE ENERGY INC COM NEW 16411R208 3,357 54,980 SH   SOLE   0 54,980 0
CHEVRON CORP NEW COM 166764100 46,555 386,318 SH   SOLE   0 386,318 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,407 4,070 SH   SOLE   0 4,070 0
CIENA CORP COM NEW 171779309 25,415 595,341 SH   SOLE   0 595,341 0
CIGNA CORP NEW COM 125523100 6,739 32,956 SH   SOLE   0 32,956 0
CINCINNATI FINL CORP COM 172062101 27,827 264,643 SH   SOLE   0 264,643 0
CINTAS CORP COM 172908105 12,866 47,817 SH   SOLE   0 47,817 0
CIRRUS LOGIC INC COM 172755100 7,429 90,153 SH   SOLE   0 90,153 0
CISCO SYS INC COM 17275R102 61,453 1,281,358 SH   SOLE   0 1,281,358 0
CIT GROUP INC COM NEW 125581801 9,141 200,340 SH   SOLE   0 200,340 0
CITIGROUP INC COM NEW 172967424 14,221 178,009 SH   SOLE   0 178,009 0
CME GROUP INC COM 12572Q105 8,045 40,084 SH   SOLE   0 40,084 0
COCA COLA CO COM 191216100 1,232 22,270 SH   SOLE   0 22,270 0
COEUR MNG INC COM NEW 192108504 35,939 4,448,000 SH   SOLE   0 4,448,000 0
COGNEX CORP COM 192422103 512 9,153 SH   SOLE   0 9,153 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 12,541 202,214 SH   SOLE   0 202,214 0
COLGATE PALMOLIVE CO COM 194162103 13,734 199,515 SH   SOLE   0 199,515 0
COLUMBIA SPORTSWEAR CO COM 198516106 7,771 77,568 SH   SOLE   0 77,568 0
COMCAST CORP NEW CL A 20030N101 60,536 1,346,154 SH   SOLE   0 1,346,154 0
COMMVAULT SYSTEMS INC COM 204166102 1,358 30,432 SH   SOLE   0 30,432 0
CONOCOPHILLIPS COM 20825C104 23,417 360,100 SH   SOLE   0 360,100 0
CONTINENTAL RESOURCES INC COM 212015101 9,426 274,834 SH   SOLE   0 274,834 0
COOPER COS INC COM NEW 216648402 9,996 31,113 SH   SOLE   0 31,113 0
COPART INC COM 217204106 30,196 332,053 SH   SOLE   0 332,053 0
CORENERGY INFRASTRUCTURE TR COM NEW 21870U502 1,204 26,944 SH   SOLE   0 26,944 0
COREPOINT LODGING INC COM 21872L104 1,278 119,711 SH   SOLE   0 119,711 0
CORNING INC COM 219350105 802 27,557 SH   SOLE   0 27,557 0
COVANTA HLDG CORP COM 22282E102 470 31,700 SH   SOLE   0 31,700 0
CROWN CASTLE INTL CORP NEW COM 22822V101 22,725 159,871 SH   SOLE   0 159,871 0
CSX CORP COM 126408103 3,745 51,760 SH   SOLE   0 51,760 0
DECKERS OUTDOOR CORP COM 243537107 40,194 238,035 SH   SOLE   0 238,035 0
DEERE & CO COM 244199105 519 3,000 SH   SOLE   0 3,000 0
DELL TECHNOLOGIES INC CL C 24703L202 43,041 837,550 SH   SOLE   0 837,550 0
DESIGNER BRANDS INC CL A 250565108 317 20,189 SH   SOLE   0 20,189 0
DIGITAL RLTY TR INC COM 253868103 227 1,900 SH   SOLE   0 1,900 0
DISCOVER FINL SVCS COM 254709108 27,593 325,315 SH   SOLE   0 325,315 0
DISNEY WALT CO COM DISNEY 254687106 2,503 17,309 SH   SOLE   0 17,309 0
DOLLAR GEN CORP NEW COM 256677105 934 5,991 SH   SOLE   0 5,991 0
DOMTAR CORP COM NEW 257559203 757 19,803 SH   SOLE   0 19,803 0
DOW INC COM 260557103 368 6,733 SH   SOLE   0 6,733 0
DROPBOX INC CL A 26210C104 22,575 1,260,514 SH   SOLE   0 1,260,514 0
DTE ENERGY CO COM 233331107 69,282 533,474 SH   SOLE   0 533,474 0
DUPONT DE NEMOURS INC COM 26614N102 14,437 224,879 SH   SOLE   0 224,879 0
EAGLE MATERIALS INC COM 26969P108 1,052 11,604 SH   SOLE   0 11,604 0
EAGLE PHARMACEUTICALS INC COM 269796108 5,414 90,124 SH   SOLE   0 90,124 0
EBAY INC COM 278642103 88,195 2,442,419 SH   SOLE   0 2,442,419 0
ECOLAB INC COM 278865100 347 1,800 SH   SOLE   0 1,800 0
EDGEWELL PERS CARE CO COM 28035Q102 4,870 157,313 SH   SOLE   0 157,313 0
EDWARDS LIFESCIENCES CORP COM 28176E108 35,988 154,263 SH   SOLE   0 154,263 0
ELANCO ANIMAL HEALTH INC COM 28414H103 8,405 285,412 SH   SOLE   0 285,412 0
ELECTRONIC ARTS INC COM 285512109 4,002 37,226 SH   SOLE   0 37,226 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 177 16,200 SH   SOLE   0 16,200 0
ENPHASE ENERGY INC COM 29355A107 1,698 64,986 SH   SOLE   0 64,986 0
EOG RES INC COM 26875P101 8,874 105,948 SH   SOLE   0 105,948 0
EPR PPTYS COM SH BEN INT 26884U109 429 6,078 SH   SOLE   0 6,078 0
EQT CORP COM 26884L109 2,558 234,707 SH   SOLE   0 234,707 0
EQUINIX INC COM 29444U700 350 600 SH   SOLE   0 600 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 9,361 115,689 SH   SOLE   0 115,689 0
ERIE INDTY CO CL A 29530P102 1,347 8,118 SH   SOLE   0 8,118 0
ESSENT GROUP LTD COM G3198U102 7,796 149,970 SH   SOLE   0 149,970 0
ETHAN ALLEN INTERIORS INC COM 297602104 383 20,114 SH   SOLE   0 20,114 0
EVERCORE INC CLASS A 29977A105 25,213 337,254 SH   SOLE   0 337,254 0
EXELIXIS INC COM 30161Q104 3,000 170,266 SH   SOLE   0 170,266 0
EXELON CORP COM 30161N101 30,468 668,320 SH   SOLE   0 668,320 0
EXPEDIA GROUP INC COM NEW 30212P303 396 3,666 SH   SOLE   0 3,666 0
EXTRA SPACE STORAGE INC COM 30225T102 27,436 259,770 SH   SOLE   0 259,770 0
EXXON MOBIL CORP COM 30231G102 28,093 402,602 SH   SOLE   0 402,602 0
F5 NETWORKS INC COM 315616102 46,688 334,328 SH   SOLE   0 334,328 0
FACEBOOK INC CL A 30303M102 139,219 678,292 SH   SOLE   0 678,292 0
FEDERATED INVS INC PA CL B 314211103 1,102 33,840 SH   SOLE   0 33,840 0
FEDEX CORP COM 31428X106 468 3,100 SH   SOLE   0 3,100 0
FIDELITY NATL INFORMATION SV COM 31620M106 147,579 1,061,035 SH   SOLE   0 1,061,035 0
FISERV INC COM 337738108 201 1,741 SH   SOLE   0 1,741 0
FLEETCOR TECHNOLOGIES INC COM 339041105 8,326 28,940 SH   SOLE   0 28,940 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 642 6,800 SH   SOLE   0 6,800 0
FORD MTR CO DEL COM 345370860 2,031 218,391 SH   SOLE   0 218,391 0
FORTINET INC COM 34959E109 23,771 222,663 SH   SOLE   0 222,663 0
FRANKLIN RES INC COM 354613101 3,538 136,219 SH   SOLE   0 136,219 0
FTI CONSULTING INC COM 302941109 8,012 72,404 SH   SOLE   0 72,404 0
GENERAL DYNAMICS CORP COM 369550108 2,795 15,850 SH   SOLE   0 15,850 0
GENERAL ELECTRIC CO COM 369604103 28,631 2,565,577 SH   SOLE   0 2,565,577 0
GENERAL MTRS CO COM 37045V100 18,585 507,803 SH   SOLE   0 507,803 0
GENESCO INC COM 371532102 1,528 31,897 SH   SOLE   0 31,897 0
GILEAD SCIENCES INC COM 375558103 22,796 350,823 SH   SOLE   0 350,823 0
GLU MOBILE INC COM 379890106 4,759 786,729 SH   SOLE   0 786,729 0
GOLDMAN SACHS GROUP INC COM 38141G104 16,520 71,849 SH   SOLE   0 71,849 0
GRAFTECH INTL LTD COM 384313508 10,798 929,261 SH   SOLE   0 929,261 0
GRAINGER W W INC COM 384802104 4,417 13,050 SH   SOLE   0 13,050 0
GREENHILL & CO INC COM 395259104 990 57,970 SH   SOLE   0 57,970 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 184 15,700 SH   SOLE   0 15,700 0
GSX TECHEDU INC SPONSORED ADS 36257Y109 330 15,100 SH   SOLE   0 15,100 0
HAEMONETICS CORP COM 405024100 11,420 99,394 SH   SOLE   0 99,394 0
HALOZYME THERAPEUTICS INC COM 40637H109 2,023 114,143 SH   SOLE   0 114,143 0
HANESBRANDS INC COM 410345102 2,091 140,838 SH   SOLE   0 140,838 0
HANOVER INS GROUP INC COM 410867105 6,086 44,533 SH   SOLE   0 44,533 0
HARTFORD FINL SVCS GROUP INC COM 416515104 26,251 431,989 SH   SOLE   0 431,989 0
HASBRO INC COM 418056107 10,982 103,989 SH   SOLE   0 103,989 0
HCA HEALTHCARE INC COM 40412C101 7,587 51,333 SH   SOLE   0 51,333 0
HD SUPPLY HLDGS INC COM 40416M105 5,043 125,405 SH   SOLE   0 125,405 0
HDFC BANK LTD SPONSORED ADS 40415F101 18,470 291,478 SH   SOLE   0 291,478 0
HECLA MNG CO COM 422704106 15,594 4,600,000 SH   SOLE   0 4,600,000 0
HENRY SCHEIN INC COM 806407102 4,071 61,026 SH   SOLE   0 61,026 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 13,794 869,776 SH   SOLE   0 869,776 0
HOME DEPOT INC COM 437076102 61,101 279,796 SH   SOLE   0 279,796 0
HONEYWELL INTL INC COM 438516106 13,312 75,210 SH   SOLE   0 75,210 0
HOWARD HUGHES CORP COM 44267D107 929 7,329 SH   SOLE   0 7,329 0
HP INC COM 40434L105 791 38,501 SH   SOLE   0 38,501 0
HUMANA INC COM 444859102 13,550 36,972 SH   SOLE   0 36,972 0
HUNTINGTON INGALLS INDS INC COM 446413106 11,366 45,306 SH   SOLE   0 45,306 0
IAA INC COM 449253103 1,017 21,614 SH   SOLE   0 21,614 0
IDACORP INC COM 451107106 2,868 26,862 SH   SOLE   0 26,862 0
IDEXX LABS INC COM 45168D104 25,397 97,259 SH   SOLE   0 97,259 0
ILLINOIS TOOL WKS INC COM 452308109 610 3,400 SH   SOLE   0 3,400 0
ILLUMINA INC COM 452327109 11,007 33,180 SH   SOLE   0 33,180 0
INCYTE CORP COM 45337C102 10,038 114,967 SH   SOLE   0 114,967 0
INFOSYS LTD SPONSORED ADR 456788108 6,033 584,600 SH   SOLE   0 584,600 0
INNOVIVA INC COM 45781M101 5,628 397,494 SH   SOLE   0 397,494 0
INPHI CORP COM 45772F107 665 8,985 SH   SOLE   0 8,985 0
INSPERITY INC COM 45778Q107 1,308 15,206 SH   SOLE   0 15,206 0
INTEL CORP COM 458140100 93,019 1,554,210 SH   SOLE   0 1,554,210 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 244 2,639 SH   SOLE   0 2,639 0
INTERNATIONAL BUSINESS MACHS COM 459200101 48,093 358,802 SH   SOLE   0 358,802 0
INTUIT COM 461202103 65,728 250,940 SH   SOLE   0 250,940 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,725 9,686 SH   SOLE   0 9,686 0
INVESCO LTD SHS G491BT108 5,074 282,243 SH   SOLE   0 282,243 0
INVESTORS BANCORP INC NEW COM 46146L101 317 26,648 SH   SOLE   0 26,648 0
IONIS PHARMACEUTICALS INC COM 462222100 1,116 18,484 SH   SOLE   0 18,484 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 1,483 162,100 SH   SOLE   0 162,100 0
JABIL INC COM 466313103 7,992 193,384 SH   SOLE   0 193,384 0
JD COM INC SPON ADR CL A 47215P106 33,587 953,373 SH   SOLE   0 953,373 0
JOHNSON & JOHNSON COM 478160104 102,906 705,465 SH   SOLE   0 705,465 0
JOHNSON CTLS INTL PLC SHS G51502105 102,776 2,524,603 SH   SOLE   0 2,524,603 0
JPMORGAN CHASE & CO COM 46625H100 40,397 289,796 SH   SOLE   0 289,796 0
JUNIPER NETWORKS INC COM 48203R104 1,218 49,478 SH   SOLE   0 49,478 0
KAR AUCTION SVCS INC COM 48238T109 28,939 1,328,125 SH   SOLE   0 1,328,125 0
KFORCE INC COM 493732101 11,224 282,724 SH   SOLE   0 282,724 0
KIMBERLY CLARK CORP COM 494368103 13,290 96,625 SH   SOLE   0 96,625 0
KINDER MORGAN INC DEL COM 49456B101 360 17,019 SH   SOLE   0 17,019 0
KLA CORPORATION COM NEW 482480100 361 2,029 SH   SOLE   0 2,029 0
L3HARRIS TECHNOLOGIES INC COM 502431109 38,779 195,984 SH   SOLE   0 195,984 0
LAM RESEARCH CORP COM 512807108 25,375 86,783 SH   SOLE   0 86,783 0
LANDSTAR SYS INC COM 515098101 30,988 272,137 SH   SOLE   0 272,137 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,642 138,084 SH   SOLE   0 138,084 0
LEGG MASON INC COM 524901105 1,562 43,506 SH   SOLE   0 43,506 0
LENNAR CORP CL A 526057104 5,203 93,269 SH   SOLE   0 93,269 0
LENNOX INTL INC COM 526107107 6,332 25,955 SH   SOLE   0 25,955 0
LEXINFINTECH HLDGS LTD ADR 528877103 6,976 502,232 SH   SOLE   0 502,232 0
LILLY ELI & CO COM 532457108 25,023 190,396 SH   SOLE   0 190,396 0
LINCOLN NATL CORP IND COM 534187109 344 5,834 SH   SOLE   0 5,834 0
LOCKHEED MARTIN CORP COM 539830109 56,843 145,984 SH   SOLE   0 145,984 0
LOEWS CORP COM 540424108 7,817 148,929 SH   SOLE   0 148,929 0
LOWES COS INC COM 548661107 4,525 37,785 SH   SOLE   0 37,785 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 300 3,185 SH   SOLE   0 3,185 0
MACERICH CO COM 554382101 7,752 287,971 SH   SOLE   0 287,971 0
MANHATTAN ASSOCS INC COM 562750109 53,334 668,765 SH   SOLE   0 668,765 0
MARATHON PETE CORP COM 56585A102 247 4,100 SH   SOLE   0 4,100 0
MARSH & MCLENNAN COS INC COM 571748102 233 2,100 SH   SOLE   0 2,100 0
MASIMO CORP COM 574795100 2,861 18,103 SH   SOLE   0 18,103 0
MASTEC INC COM 576323109 9,513 148,285 SH   SOLE   0 148,285 0
MASTERCARD INC CL A 57636Q104 3,867 12,954 SH   SOLE   0 12,954 0
MAXIM INTEGRATED PRODS INC COM 57772K101 10,938 177,841 SH   SOLE   0 177,841 0
MCDONALDS CORP COM 580135101 612 3,100 SH   SOLE   0 3,100 0
MCKESSON CORP COM 58155Q103 22,443 162,257 SH   SOLE   0 162,257 0
MEDPACE HLDGS INC COM 58506Q109 21,089 250,882 SH   SOLE   0 250,882 0
MERCK & CO INC COM 58933Y105 127,799 1,405,157 SH   SOLE   0 1,405,157 0
MERCURY GENL CORP NEW COM 589400100 18,443 378,477 SH   SOLE   0 378,477 0
MERITAGE HOMES CORP COM 59001A102 4,570 74,799 SH   SOLE   0 74,799 0
MERITOR INC COM 59001K100 4,371 166,909 SH   SOLE   0 166,909 0
METLIFE INC COM 59156R108 80,435 1,578,095 SH   SOLE   0 1,578,095 0
METTLER TOLEDO INTERNATIONAL COM 592688105 2,841 3,582 SH   SOLE   0 3,582 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 1,678 54,196 SH   SOLE   0 54,196 0
MICHAELS COS INC COM 59408Q106 3,329 411,553 SH   SOLE   0 411,553 0
MICRON TECHNOLOGY INC COM 595112103 24,138 448,842 SH   SOLE   0 448,842 0
MICROSOFT CORP COM 594918104 254,592 1,614,413 SH   SOLE   0 1,614,413 0
MILLER HERMAN INC COM 600544100 508 12,206 SH   SOLE   0 12,206 0
MOMO INC ADR 60879B107 365 10,900 SH   SOLE   0 10,900 0
MONDELEZ INTL INC CL A 609207105 37,084 673,291 SH   SOLE   0 673,291 0
MONSTER BEVERAGE CORP NEW COM 61174X109 9,413 148,123 SH   SOLE   0 148,123 0
MORGAN STANLEY COM NEW 617446448 30,631 599,209 SH   SOLE   0 599,209 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 39,096 242,622 SH   SOLE   0 242,622 0
MSCI INC COM 55354G100 31,842 123,333 SH   SOLE   0 123,333 0
MSG NETWORK INC CL A 553573106 4,113 236,394 SH   SOLE   0 236,394 0
NABORS INDUSTRIES LTD SHS G6359F103 1,889 656,221 SH   SOLE   0 656,221 0
NATIONAL CINEMEDIA INC COM 635309107 489 67,204 SH   SOLE   0 67,204 0
NATIONAL FUEL GAS CO N J COM 636180101 20,118 432,292 SH   SOLE   0 432,292 0
NATIONAL INSTRS CORP COM 636518102 228 5,392 SH   SOLE   0 5,392 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102 869 2,990 SH   SOLE   0 2,990 0
NAVIENT CORPORATION COM 63938C108 6,515 476,247 SH   SOLE   0 476,247 0
NETAPP INC COM 64110D104 7,830 125,791 SH   SOLE   0 125,791 0
NETEASE INC SPONSORED ADS 64110W102 53,662 175,000 SH   SOLE   0 175,000 0
NETFLIX INC COM 64110L106 5,355 16,551 SH   SOLE   0 16,551 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 1,861 15,351 SH   SOLE   0 15,351 0
NEW SR INVT GROUP INC COM 648691103 196 25,737 SH   SOLE   0 25,737 0
NEW YORK CMNTY BANCORP INC COM 649445103 53,283 4,432,888 SH   SOLE   0 4,432,888 0
NEWMARKET CORP COM 651587107 6,006 12,345 SH   SOLE   0 12,345 0
NIELSEN HLDGS PLC SHS EUR G6518L108 5,041 248,362 SH   SOLE   0 248,362 0
NIKE INC CL B 654106103 26,467 261,249 SH   SOLE   0 261,249 0
NISOURCE INC COM 65473P105 3,937 141,418 SH   SOLE   0 141,418 0
NOBLE CORP PLC SHS USD G65431101 14 11,621 SH   SOLE   0 11,621 0
NORFOLK SOUTHERN CORP COM 655844108 582 3,000 SH   SOLE   0 3,000 0
NORTHROP GRUMMAN CORP COM 666807102 66,552 193,483 SH   SOLE   0 193,483 0
NORTHWESTERN CORP COM NEW 668074305 686 9,577 SH   SOLE   0 9,577 0
NRG ENERGY INC COM NEW 629377508 8,523 214,440 SH   SOLE   0 214,440 0
NVIDIA CORP COM 67066G104 15,625 66,405 SH   SOLE   0 66,405 0
NVR INC COM 62944T105 34,949 9,177 SH   SOLE   0 9,177 0
OCCIDENTAL PETE CORP COM 674599105 922 22,387 SH   SOLE   0 22,387 0
OGE ENERGY CORP COM 670837103 44,586 1,002,614 SH   SOLE   0 1,002,614 0
OKTA INC CL A 679295105 231 2,006 SH   SOLE   0 2,006 0
ONE GAS INC COM 68235P108 5,775 61,729 SH   SOLE   0 61,729 0
ONEMAIN HLDGS INC COM 68268W103 9,321 221,142 SH   SOLE   0 221,142 0
ORACLE CORP COM 68389X105 89,375 1,686,975 SH   SOLE   0 1,686,975 0
OSHKOSH CORP COM 688239201 10,791 114,016 SH   SOLE   0 114,016 0
PATTERSON COMPANIES INC COM 703395103 538 26,291 SH   SOLE   0 26,291 0
PAYPAL HLDGS INC COM 70450Y103 5,294 48,946 SH   SOLE   0 48,946 0
PEPSICO INC COM 713448108 66,656 487,722 SH   SOLE   0 487,722 0
PETMED EXPRESS INC COM 716382106 279 11,865 SH   SOLE   0 11,865 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 7,689 482,400 SH   SOLE   0 482,400 0
PFIZER INC COM 717081103 36,469 930,827 SH   SOLE   0 930,827 0
PHILIP MORRIS INTL INC COM 718172109 743 8,735 SH   SOLE   0 8,735 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 4,685 210,684 SH   SOLE   0 210,684 0
PINNACLE WEST CAP CORP COM 723484101 3,485 38,758 SH   SOLE   0 38,758 0
PIONEER NAT RES CO COM 723787107 1,183 7,820 SH   SOLE   0 7,820 0
PNC FINL SVCS GROUP INC COM 693475105 319 2,000 SH   SOLE   0 2,000 0
PORTLAND GEN ELEC CO COM NEW 736508847 1,639 29,383 SH   SOLE   0 29,383 0
PPG INDS INC COM 693506107 253 1,900 SH   SOLE   0 1,900 0
PRICE T ROWE GROUP INC COM 74144T108 24,528 201,315 SH   SOLE   0 201,315 0
PRINCIPAL FINL GROUP INC COM 74251V102 27,158 493,792 SH   SOLE   0 493,792 0
PROCTER & GAMBLE CO COM 742718109 66,277 530,646 SH   SOLE   0 530,646 0
PROGRESS SOFTWARE CORP COM 743312100 14,141 340,356 SH   SOLE   0 340,356 0
PROGRESSIVE CORP OHIO COM 743315103 17,848 246,564 SH   SOLE   0 246,564 0
PROLOGIS INC COM 74340W103 427 4,800 SH   SOLE   0 4,800 0
PROSPERITY BANCSHARES INC COM 743606105 11,553 160,717 SH   SOLE   0 160,717 0
PRUDENTIAL FINL INC COM 744320102 8,685 92,653 SH   SOLE   0 92,653 0
PS BUSINESS PKS INC CALIF COM 69360J107 2,706 16,414 SH   SOLE   0 16,414 0
PUBLIC STORAGE COM 74460D109 79,413 372,905 SH   SOLE   0 372,905 0
PULTE GROUP INC COM 745867101 44,691 1,151,837 SH   SOLE   0 1,151,837 0
QORVO INC COM 74736K101 11,967 102,965 SH   SOLE   0 102,965 0
QUALCOMM INC COM 747525103 81,176 920,052 SH   SOLE   0 920,052 0
QURATE RETAIL INC COM SER A 74915M100 12,319 1,461,428 SH   SOLE   0 1,461,428 0
RADIAN GROUP INC COM 750236101 3,371 133,983 SH   SOLE   0 133,983 0
RALPH LAUREN CORP CL A 751212101 9,321 79,519 SH   SOLE   0 79,519 0
RANGE RES CORP COM 75281A109 3,560 734,169 SH   SOLE   0 734,169 0
RAYTHEON CO COM NEW 755111507 615 2,800 SH   SOLE   0 2,800 0
REALOGY HLDGS CORP COM 75605Y106 1,631 168,530 SH   SOLE   0 168,530 0
REGIONS FINL CORP NEW COM 7591EP100 549 32,007 SH   SOLE   0 32,007 0
RENT A CTR INC NEW COM 76009N100 14,302 495,911 SH   SOLE   0 495,911 0
REX AMERICAN RESOURCES CORP COM 761624105 1,697 20,711 SH   SOLE   0 20,711 0
RLI CORP COM 749607107 457 5,077 SH   SOLE   0 5,077 0
ROBERT HALF INTL INC COM 770323103 52,845 836,831 SH   SOLE   0 836,831 0
ROCKWELL AUTOMATION INC COM 773903109 2,002 9,879 SH   SOLE   0 9,879 0
S&P GLOBAL INC COM 78409V104 316 1,160 SH   SOLE   0 1,160 0
SALESFORCE COM INC COM 79466L302 357 2,200 SH   SOLE   0 2,200 0
SALLY BEAUTY HLDGS INC COM 79546E104 3,090 169,361 SH   SOLE   0 169,361 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 1,993 8,274 SH   SOLE   0 8,274 0
SCHLUMBERGER LTD COM 806857108 325 8,100 SH   SOLE   0 8,100 0
SCOTTS MIRACLE GRO CO CL A 810186106 5,151 48,517 SH   SOLE   0 48,517 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 6,890 115,811 SH   SOLE   0 115,811 0
SEALED AIR CORP NEW COM 81211K100 14,997 376,529 SH   SOLE   0 376,529 0
SEI INVESTMENTS CO COM 784117103 816 12,476 SH   SOLE   0 12,476 0
SERVICE PPTYS TR COM SH BEN INT 81761L102 861 35,414 SH   SOLE   0 35,414 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 1,103 28,548 SH   SOLE   0 28,548 0
SERVICENOW INC COM 81762P102 286 1,016 SH   SOLE   0 1,016 0
SHERWIN WILLIAMS CO COM 824348106 291 500 SH   SOLE   0 500 0
SHOE CARNIVAL INC COM 824889109 12,144 325,772 SH   SOLE   0 325,772 0
SIMON PPTY GROUP INC NEW COM 828806109 1,621 10,883 SH   SOLE   0 10,883 0
SIMPSON MANUFACTURING CO INC COM 829073105 3,923 48,908 SH   SOLE   0 48,908 0
SIRIUS XM HLDGS INC COM 82968B103 7,635 1,067,900 SH   SOLE   0 1,067,900 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 233 5,185 SH   SOLE   0 5,185 0
SLEEP NUMBER CORP COM 83125X103 13,845 281,176 SH   SOLE   0 281,176 0
SLM CORP COM 78442P106 124 13,982 SH   SOLE   0 13,982 0
SNAP INC CL A 83304A106 2,644 161,970 SH   SOLE   0 161,970 0
SOHU COM LTD SPONSORED ADS 83410S108 128 11,500 SH   SOLE   0 11,500 0
SOUTHWEST AIRLS CO COM 844741108 16,513 305,927 SH   SOLE   0 305,927 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 5,021 68,902 SH   SOLE   0 68,902 0
STARBUCKS CORP COM 855244109 617 7,018 SH   SOLE   0 7,018 0
STRYKER CORP COM 863667101 11,960 56,970 SH   SOLE   0 56,970 0
SUZANO SA SPON ADS 86959K105 172 17,500 SH   SOLE   0 17,500 0
SYNCHRONY FINL COM 87165B103 2,734 75,942 SH   SOLE   0 75,942 0
SYNOPSYS INC COM 871607107 26,307 188,989 SH   SOLE   0 188,989 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 20,724 356,700 SH   SOLE   0 356,700 0
TARGET CORP COM 87612E106 29,303 228,560 SH   SOLE   0 228,560 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 170 11,900 SH   SOLE   0 11,900 0
TEMPUR SEALY INTL INC COM 88023U101 9,586 110,109 SH   SOLE   0 110,109 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 28,724 2,446,700 SH   SOLE   0 2,446,700 0
TERADATA CORP DEL COM 88076W103 8,074 301,624 SH   SOLE   0 301,624 0
TERADYNE INC COM 880770102 15,827 232,108 SH   SOLE   0 232,108 0
TESLA INC COM 88160R101 450 1,077 SH   SOLE   0 1,077 0
TETRA TECH INC NEW COM 88162G103 4,390 50,962 SH   SOLE   0 50,962 0
TEXAS INSTRS INC COM 882508104 70,119 546,567 SH   SOLE   0 546,567 0
TEXTRON INC COM 883203101 11,575 259,540 SH   SOLE   0 259,540 0
TFS FINL CORP COM 87240R107 638 32,469 SH   SOLE   0 32,469 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,585 29,506 SH   SOLE   0 29,506 0
TJX COS INC NEW COM 872540109 274 4,500 SH   SOLE   0 4,500 0
TOLL BROTHERS INC COM 889478103 7,416 187,717 SH   SOLE   0 187,717 0
TRAVELERS COMPANIES INC COM 89417E109 42,604 311,095 SH   SOLE   0 311,095 0
TREX CO INC COM 89531P105 3,926 43,689 SH   SOLE   0 43,689 0
TRINET GROUP INC COM 896288107 2,034 35,941 SH   SOLE   0 35,941 0
TRIPADVISOR INC COM 896945201 20,196 664,795 SH   SOLE   0 664,795 0
TRUIST FINL CORP COM 89832Q109 355 6,315 SH   SOLE   0 6,315 0
TWITTER INC COM 90184L102 5,269 164,401 SH   SOLE   0 164,401 0
TYSON FOODS INC CL A 902494103 3,009 33,059 SH   SOLE   0 33,059 0
ULTRAPAR PARTICIPACOES S A SP ADR REP COM 90400P101 167 26,700 SH   SOLE   0 26,700 0
UNDER ARMOUR INC CL A 904311107 12,601 583,389 SH   SOLE   0 583,389 0
UNION PACIFIC CORP COM 907818108 1,392 7,700 SH   SOLE   0 7,700 0
UNITED PARCEL SERVICE INC CL B 911312106 760 6,500 SH   SOLE   0 6,500 0
UNITEDHEALTH GROUP INC COM 91324P102 35,623 121,178 SH   SOLE   0 121,178 0
UNIVERSAL DISPLAY CORP COM 91347P105 2,787 13,525 SH   SOLE   0 13,525 0
UNIVERSAL INS HLDGS INC COM 91359V107 2,184 78,042 SH   SOLE   0 78,042 0
UNUM GROUP COM 91529Y106 3,801 130,363 SH   SOLE   0 130,363 0
US BANCORP DEL COM NEW 902973304 417 7,049 SH   SOLE   0 7,049 0
US FOODS HLDG CORP COM 912008109 1,405 33,552 SH   SOLE   0 33,552 0
USANA HEALTH SCIENCES INC COM 90328M107 6,276 79,910 SH   SOLE   0 79,910 0
VALERO ENERGY CORP NEW COM 91913Y100 225 2,404 SH   SOLE   0 2,404 0
VARIAN MED SYS INC COM 92220P105 16,134 113,613 SH   SOLE   0 113,613 0
VEEVA SYS INC CL A COM 922475108 21,915 155,804 SH   SOLE   0 155,804 0
VEREIT INC COM 92339V100 2,456 265,830 SH   SOLE   0 265,830 0
VERISIGN INC COM 92343E102 80,143 415,942 SH   SOLE   0 415,942 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,026 49,289 SH   SOLE   0 49,289 0
VERTEX PHARMACEUTICALS INC COM 92532F100 34,604 158,048 SH   SOLE   0 158,048 0
VIACOMCBS INC CL B 92556H206 6,396 152,418 SH   SOLE   0 152,418 0
VIAVI SOLUTIONS INC COM 925550105 625 41,724 SH   SOLE   0 41,724 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 34,773 2,454,000 SH   SOLE   0 2,454,000 0
VISA INC COM CL A 92826C839 105,784 562,982 SH   SOLE   0 562,982 0
VISTA OUTDOOR INC COM 928377100 184 24,652 SH   SOLE   0 24,652 0
VISTEON CORP COM NEW 92839U206 558 6,450 SH   SOLE   0 6,450 0
VISTRA ENERGY CORP COM 92840M102 71,447 3,107,765 SH   SOLE   0 3,107,765 0
VMWARE INC CL A COM 928563402 49,147 323,789 SH   SOLE   0 323,789 0
VORNADO RLTY TR SH BEN INT 929042109 27,284 410,292 SH   SOLE   0 410,292 0
VOYA FINL INC COM 929089100 6,651 109,076 SH   SOLE   0 109,076 0
W & T OFFSHORE INC COM 92922P106 1,837 330,530 SH   SOLE   0 330,530 0
W P CAREY INC COM 92936U109 1,783 22,280 SH   SOLE   0 22,280 0
WADDELL & REED FINL INC CL A 930059100 554 33,156 SH   SOLE   0 33,156 0
WARRIOR MET COAL INC COM 93627C101 15,810 748,239 SH   SOLE   0 748,239 0
WASTE MGMT INC DEL COM 94106L109 2,745 24,092 SH   SOLE   0 24,092 0
WATERS CORP COM 941848103 3,583 15,338 SH   SOLE   0 15,338 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 4,511 30,009 SH   SOLE   0 30,009 0
WESTERN ALLIANCE BANCORP COM 957638109 771 13,538 SH   SOLE   0 13,538 0
WESTERN DIGITAL CORP COM 958102105 11,122 175,233 SH   SOLE   0 175,233 0
WHIRLPOOL CORP COM 963320106 27,344 185,346 SH   SOLE   0 185,346 0
WILLIAMS COS INC DEL COM 969457100 295 12,453 SH   SOLE   0 12,453 0
WIPRO LTD SPON ADR 1 SH 97651M109 75 20,200 SH   SOLE   0 20,200 0
XEROX HOLDINGS CORP COM NEW 98421M106 3,357 91,074 SH   SOLE   0 91,074 0
XILINX INC COM 983919101 16,577 169,561 SH   SOLE   0 169,561 0
YELP INC CL A 985817105 12,830 368,383 SH   SOLE   0 368,383 0
YUM BRANDS INC COM 988498101 4,931 48,954 SH   SOLE   0 48,954 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 2,445 9,574 SH   SOLE   0 9,574 0