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
TRAVELERS COMPANIES INC COM 89417E109 4,731 41,486 SH   SOLE   41,486 0 0
JEFFERIES FINL GROUP INC COM 47233W109 845 54,341 SH   SOLE   54,341 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,953 9,096 SH   SOLE   9,096 0 0
VERISIGN INC COM 92343E102 24,784 119,828 SH   SOLE   119,828 0 0
WHIRLPOOL CORP COM 963320106 1,416 10,934 SH   SOLE   10,934 0 0
DEERE & CO COM 244199105 20,509 130,504 SH   SOLE   130,504 0 0
MORGAN STANLEY COM NEW 617446448 26,426 547,121 SH   SOLE   547,121 0 0
HEICO CORP NEW COM 422806109 5,832 58,527 SH   SOLE   58,527 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 6,879 196,201 SH   SOLE   196,201 0 0
CISCO SYS INC COM 17275R102 84,439 1,810,451 SH   SOLE   1,810,451 0 0
TESLA INC COM 88160R101 3,102 2,873 SH   SOLE   2,873 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 1,124 72,417 SH   SOLE   72,417 0 0
VAIL RESORTS INC COM 91879Q109 2,284 12,541 SH   SOLE   12,541 0 0
MONDELEZ INTL INC CL A 609207105 44,359 867,573 SH   SOLE   867,573 0 0
TRIMBLE INC COM 896239100 4,685 108,476 SH   SOLE   108,476 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 13,291 598,141 SH   SOLE   598,141 0 0
GILEAD SCIENCES INC COM 375558103 7,109 92,394 SH   SOLE   92,394 0 0
NEWMONT CORP COM 651639106 3,817 61,817 SH   SOLE   61,817 0 0
POLARIS INC COM 731068102 784 8,475 SH   SOLE   8,475 0 0
LAMB WESTON HLDGS INC COM 513272104 7,784 121,756 SH   SOLE   121,756 0 0
SCHWAB CHARLES CORP COM 808513105 17,101 506,838 SH   SOLE   506,838 0 0
GATX CORP COM 361448103 1,829 29,990 SH   SOLE   29,990 0 0
COPART INC COM 217204106 10,519 126,320 SH   SOLE   126,320 0 0
ASSOCIATED BANC CORP COM 045487105 2,055 150,185 SH   SOLE   150,185 0 0
KB HOME COM 48666K109 1,011 32,967 SH   SOLE   32,967 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 16,565 238,964 SH   SOLE   238,964 0 0
NATIONAL FUEL GAS CO N J COM 636180101 3,490 83,224 SH   SOLE   83,224 0 0
SOUTHERN COPPER CORP COM 84265V105 9,427 237,047 SH   SOLE   237,047 0 0
WENDYS CO COM 95058W100 4,646 213,293 SH   SOLE   213,293 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 2,982 132,783 SH   SOLE   132,783 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 11,628 176,937 SH   SOLE   176,937 0 0
ROPER TECHNOLOGIES INC COM 776696106 504 1,297 SH   SOLE   1,297 0 0
GENWORTH FINL INC COM CL A 37247D106 75 32,421 SH   SOLE   32,421 0 0
SYNOPSYS INC COM 871607107 360 1,845 SH   SOLE   1,845 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 3,564 63,110 SH   SOLE   63,110 0 0
V F CORP COM 918204108 2,980 48,895 SH   SOLE   48,895 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 1,929 33,483 SH   SOLE   33,483 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,955 27,595 SH   SOLE   27,595 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 2,082 187,272 SH   SOLE   187,272 0 0
XYLEM INC COM 98419M100 8,602 132,426 SH   SOLE   132,426 0 0
LEGG MASON INC COM 524901105 4,881 98,105 SH   SOLE   98,105 0 0
HOLOGIC INC COM 436440101 14,827 260,115 SH   SOLE   260,115 0 0
US FOODS HLDG CORP COM 912008109 729 36,970 SH   SOLE   36,970 0 0
FORTINET INC COM 34959E109 11,374 82,862 SH   SOLE   82,862 0 0
VEEVA SYS INC CL A COM 922475108 10,011 42,706 SH   SOLE   42,706 0 0
JPMORGAN CHASE & CO COM 46625H100 127,159 1,351,892 SH   SOLE   1,351,892 0 0
UNUM GROUP COM 91529Y106 2,789 168,122 SH   SOLE   168,122 0 0
ABBVIE INC COM 00287Y109 65,192 664,001 SH   SOLE   664,001 0 0
HUMANA INC COM 444859102 472 1,216 SH   SOLE   1,216 0 0
AMAZON COM INC COM 023135106 396,349 143,666 SH   SOLE   143,666 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 215 204 SH   SOLE   204 0 0
PPG INDS INC COM 693506107 362 3,409 SH   SOLE   3,409 0 0
ENTERGY CORP NEW COM 29364G103 17,851 190,286 SH   SOLE   190,286 0 0
GENERAL MTRS CO COM 37045V100 355 14,047 SH   SOLE   14,047 0 0
EMERSON ELEC CO COM 291011104 24,772 399,349 SH   SOLE   399,349 0 0
PACCAR INC COM 693718108 251 3,358 SH   SOLE   3,358 0 0
OMNICOM GROUP INC COM 681919106 9,229 169,033 SH   SOLE   169,033 0 0
CSX CORP COM 126408103 28,452 407,972 SH   SOLE   407,972 0 0
BOSTON SCIENTIFIC CORP COM 101137107 29,047 827,311 SH   SOLE   827,311 0 0
EXPEDIA GROUP INC COM NEW 30212P303 220 2,672 SH   SOLE   2,672 0 0
WADDELL & REED FINL INC CL A 930059100 1,287 82,975 SH   SOLE   82,975 0 0
EASTMAN CHEM CO COM 277432100 14,133 202,937 SH   SOLE   202,937 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 80,110 1,453,105 SH   SOLE   1,453,105 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 10,548 86,133 SH   SOLE   86,133 0 0
PROCTER AND GAMBLE CO COM 742718109 130,218 1,089,049 SH   SOLE   1,089,049 0 0
OLD NATL BANCORP IND COM 680033107 1,497 108,821 SH   SOLE   108,821 0 0
VOYA FINANCIAL INC COM 929089100 9,224 197,728 SH   SOLE   197,728 0 0
DUPONT DE NEMOURS INC COM 26614N102 24,845 467,628 SH   SOLE   467,628 0 0
SVB FINANCIAL GROUP COM 78486Q101 226 1,049 SH   SOLE   1,049 0 0
CVS HEALTH CORP COM 126650100 32,818 505,124 SH   SOLE   505,124 0 0
PEPSICO INC COM 713448108 61,507 465,045 SH   SOLE   465,045 0 0
PHILLIPS 66 COM 718546104 15,443 214,778 SH   SOLE   214,778 0 0
PRICE T ROWE GROUP INC COM 74144T108 461 3,734 SH   SOLE   3,734 0 0
GALLAGHER ARTHUR J & CO COM 363576109 30,090 308,643 SH   SOLE   308,643 0 0
NATIONAL RETAIL PROPERTIES I COM 637417106 5,283 148,906 SH   SOLE   148,906 0 0
CMS ENERGY CORP COM 125896100 268 4,588 SH   SOLE   4,588 0 0
BUNGE LIMITED COM G16962105 2,285 55,552 SH   SOLE   55,552 0 0
KILROY RLTY CORP COM 49427F108 8,908 151,749 SH   SOLE   151,749 0 0
CHEVRON CORP NEW COM 166764100 66,868 749,394 SH   SOLE   749,394 0 0
CANADIAN PAC RY LTD COM 13645T100 8,227 32,219 SH   SOLE   32,219 0 0
REGENERON PHARMACEUTICALS COM 75886F107 806 1,292 SH   SOLE   1,292 0 0
NORFOLK SOUTHERN CORP COM 655844108 6,132 34,925 SH   SOLE   34,925 0 0
WELLS FARGO CO NEW COM 949746101 1,128 44,047 SH   SOLE   44,047 0 0
ALIGN TECHNOLOGY INC COM 016255101 10,618 38,691 SH   SOLE   38,691 0 0
TWILIO INC CL A 90138F102 4,679 21,325 SH   SOLE   21,325 0 0
COSTCO WHSL CORP NEW COM 22160K105 55,062 181,598 SH   SOLE   181,598 0 0
AMERICAN EXPRESS CO COM 025816109 1,041 10,931 SH   SOLE   10,931 0 0
LOCKHEED MARTIN CORP COM 539830109 1,275 3,495 SH   SOLE   3,495 0 0
TELEFLEX INCORPORATED COM 879369106 11,482 31,547 SH   SOLE   31,547 0 0
SYNCHRONY FINANCIAL COM 87165B103 8,957 404,214 SH   SOLE   404,214 0 0
BROADCOM INC COM 11135F101 46,676 147,890 SH   SOLE   147,890 0 0
SALESFORCE COM INC COM 79466L302 12,608 67,305 SH   SOLE   67,305 0 0
HP INC COM 40434L105 357 20,497 SH   SOLE   20,497 0 0
NVIDIA CORPORATION COM 67066G104 87,097 229,258 SH   SOLE   229,258 0 0
DOUGLAS EMMETT INC COM 25960P109 3,223 105,129 SH   SOLE   105,129 0 0
XPO LOGISTICS INC COM 983793100 2,941 38,068 SH   SOLE   38,068 0 0
HUNT J B TRANS SVCS INC COM 445658107 5,536 45,999 SH   SOLE   45,999 0 0
BK OF AMERICA CORP COM 060505104 111,609 4,699,339 SH   SOLE   4,699,339 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 36,116 63,380 SH   SOLE   63,380 0 0
HILTON GRAND VACATIONS INC COM 43283X105 1,084 55,434 SH   SOLE   55,434 0 0
AON PLC SHS CL A G0403H108 25,361 131,677 SH   SOLE   131,677 0 0
HERSHEY CO COM 427866108 247 1,905 SH   SOLE   1,905 0 0
ALPHABET INC CAP STK CL C 02079K107 172,788 122,232 SH   SOLE   122,232 0 0
WORTHINGTON INDS INC COM 981811102 3,112 83,438 SH   SOLE   83,438 0 0
SUN CMNTYS INC COM 866674104 9,029 66,548 SH   SOLE   66,548 0 0
HONEYWELL INTL INC COM 438516106 55,059 380,797 SH   SOLE   380,797 0 0
NORTHROP GRUMMAN CORP COM 666807102 4,726 15,372 SH   SOLE   15,372 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 4,849 52,198 SH   SOLE   52,198 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1,215 31,301 SH   SOLE   31,301 0 0
CHUBB LIMITED COM H1467J104 840 6,634 SH   SOLE   6,634 0 0
BECTON DICKINSON & CO COM 075887109 658 2,750 SH   SOLE   2,750 0 0
HOWMET AEROSPACE INC COM 443201108 1,087 68,603 SH   SOLE   68,603 0 0
NXP SEMICONDUCTORS N V COM N6596X109 739 6,478 SH   SOLE   6,478 0 0
VENTAS INC COM 92276F100 7,240 197,695 SH   SOLE   197,695 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 2,488 22,550 SH   SOLE   22,550 0 0
AVANOS MED INC COM 05350V106 228 7,771 SH   SOLE   7,771 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 12,888 206,273 SH   SOLE   206,273 0 0
DOW INC COM 260557103 16,609 407,485 SH   SOLE   407,485 0 0
CROWN HLDGS INC COM 228368106 7,375 113,229 SH   SOLE   113,229 0 0
LAUDER ESTEE COS INC CL A 518439104 308 1,634 SH   SOLE   1,634 0 0
ATMOS ENERGY CORP COM 049560105 3,382 33,964 SH   SOLE   33,964 0 0
LENNOX INTL INC COM 526107107 5,076 21,788 SH   SOLE   21,788 0 0
SHOPIFY INC CL A 82509L107 769 810 SH   SOLE   810 0 0
INTL PAPER CO COM 460146103 206 5,851 SH   SOLE   5,851 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 249 7,983 SH   SOLE   7,983 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,187 37,175 SH   SOLE   37,175 0 0
ECOLAB INC COM 278865100 392 1,969 SH   SOLE   1,969 0 0
AVERY DENNISON CORP COM 053611109 10,208 89,469 SH   SOLE   89,469 0 0
KROGER CO COM 501044101 2,339 69,104 SH   SOLE   69,104 0 0
BURLINGTON STORES INC COM 122017106 4,501 22,855 SH   SOLE   22,855 0 0
GRACO INC COM 384109104 2,627 54,731 SH   SOLE   54,731 0 0
UGI CORP NEW COM 902681105 4,722 148,497 SH   SOLE   148,497 0 0
NEW YORK TIMES CO CL A 650111107 1,061 25,244 SH   SOLE   25,244 0 0
PFIZER INC COM 717081103 66,781 2,042,236 SH   SOLE   2,042,236 0 0
NORDSTROM INC COM 655664100 967 62,448 SH   SOLE   62,448 0 0
HARLEY DAVIDSON INC COM 412822108 583 24,543 SH   SOLE   24,543 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 4,139 114,774 SH   SOLE   114,774 0 0
MICRON TECHNOLOGY INC COM 595112103 20,810 403,923 SH   SOLE   403,923 0 0
EXACT SCIENCES CORP COM 30063P105 3,518 40,467 SH   SOLE   40,467 0 0
MERCADOLIBRE INC COM 58733R102 4,070 4,129 SH   SOLE   4,129 0 0
OGE ENERGY CORP COM 670837103 6,585 216,906 SH   SOLE   216,906 0 0
MARTIN MARIETTA MATLS INC COM 573284106 9,219 44,629 SH   SOLE   44,629 0 0
PINNACLE WEST CAP CORP COM 723484101 2,268 30,950 SH   SOLE   30,950 0 0
BIO RAD LABS INC CL A 090572207 210 466 SH   SOLE   466 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 36,234 243,359 SH   SOLE   243,359 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 2,967 117,268 SH   SOLE   117,268 0 0
SONOCO PRODS CO COM 835495102 7,497 143,371 SH   SOLE   143,371 0 0
MACK CALI RLTY CORP COM 554489104 825 53,977 SH   SOLE   53,977 0 0
UNION PAC CORP COM 907818108 1,979 11,707 SH   SOLE   11,707 0 0
BLACK KNIGHT INC COM 09215C105 2,063 28,427 SH   SOLE   28,427 0 0
MARKEL CORP COM 570535104 9,736 10,546 SH   SOLE   10,546 0 0
US BANCORP DEL COM NEW 902973304 530 14,405 SH   SOLE   14,405 0 0
APPLIED MATLS INC COM 038222105 5,630 93,134 SH   SOLE   93,134 0 0
NASDAQ INC COM 631103108 294 2,457 SH   SOLE   2,457 0 0
ARCONIC CORPORATION COM 03966V107 232 16,645 SH   SOLE   16,645 0 0
XILINX INC COM 983919101 277 2,817 SH   SOLE   2,817 0 0
IHS MARKIT LTD SHS G47567105 232 3,070 SH   SOLE   3,070 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,258 6,366 SH   SOLE   6,366 0 0
CNX RESOURCES CORPORATION COM 12653C108 162 18,765 SH   SOLE   18,765 0 0
INVITATION HOMES INC COM 46187W107 15,282 555,105 SH   SOLE   555,105 0 0
HOME DEPOT INC COM 437076102 120,344 480,395 SH   SOLE   480,395 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 363 1,844 SH   SOLE   1,844 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 229 23,488 SH   SOLE   23,488 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 13,828 253,121 SH   SOLE   253,121 0 0
DTE ENERGY CO COM 233331107 308 2,864 SH   SOLE   2,864 0 0
EDISON INTL COM 281020107 10,080 185,605 SH   SOLE   185,605 0 0
UDR INC COM 902653104 20,950 560,472 SH   SOLE   560,472 0 0
KEURIG DR PEPPER INC COM 49271V100 3,479 122,499 SH   SOLE   122,499 0 0
LYFT INC CL A COM 55087P104 2,598 78,699 SH   SOLE   78,699 0 0
REALTY INCOME CORP COM 756109104 229 3,850 SH   SOLE   3,850 0 0
LEXINGTON REALTY TRUST COM 529043101 209 19,823 SH   SOLE   19,823 0 0
INSULET CORP COM 45784P101 456 2,348 SH   SOLE   2,348 0 0
VALVOLINE INC COM 92047W101 3,895 201,486 SH   SOLE   201,486 0 0
TIFFANY & CO NEW COM 886547108 6,383 52,348 SH   SOLE   52,348 0 0
ALPHABET INC CAP STK CL A 02079K305 106,632 75,196 SH   SOLE   75,196 0 0
STERIS PLC SHS USD G8473T100 8,914 58,092 SH   SOLE   58,092 0 0
FIVE BELOW INC COM 33829M101 2,038 19,066 SH   SOLE   19,066 0 0
HOLLYFRONTIER CORP COM 436106108 2,747 94,060 SH   SOLE   94,060 0 0
NORTHWESTERN CORP COM NEW 668074305 977 17,916 SH   SOLE   17,916 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710409 1,111 169,290 SH   SOLE   169,290 0 0
HESS CORP COM 42809H107 1,760 33,964 SH   SOLE   33,964 0 0
PNC FINL SVCS GROUP INC COM 693475105 538 5,114 SH   SOLE   5,114 0 0
GENTEX CORP COM 371901109 1,500 58,207 SH   SOLE   58,207 0 0
VERISK ANALYTICS INC COM 92345Y106 377 2,217 SH   SOLE   2,217 0 0
CLOROX CO DEL COM 189054109 354 1,614 SH   SOLE   1,614 0 0
ORACLE CORP COM 68389X105 53,682 971,260 SH   SOLE   971,260 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 232 550 SH   SOLE   550 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 488 1,637 SH   SOLE   1,637 0 0
HUNTINGTON BANCSHARES INC COM 446150104 9,557 1,057,812 SH   SOLE   1,057,812 0 0
AIR PRODS & CHEMS INC COM 009158106 783 3,242 SH   SOLE   3,242 0 0
PAYPAL HLDGS INC COM 70450Y103 86,295 495,293 SH   SOLE   495,293 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 11,565 144,758 SH   SOLE   144,758 0 0
LULULEMON ATHLETICA INC COM 550021109 12,908 41,371 SH   SOLE   41,371 0 0
MGIC INVT CORP WIS COM 552848103 396 48,313 SH   SOLE   48,313 0 0
UNITED AIRLS HLDGS INC COM 910047109 6,697 193,507 SH   SOLE   193,507 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 3,119 101,722 SH   SOLE   101,722 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 14,513 197,594 SH   SOLE   197,594 0 0
UNITED PARCEL SERVICE INC CL B 911312106 37,310 335,582 SH   SOLE   335,582 0 0
EVERGY INC COM 30034W106 19,920 335,971 SH   SOLE   335,971 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 9,568 54,835 SH   SOLE   54,835 0 0
STEEL DYNAMICS INC COM 858119100 4,707 180,428 SH   SOLE   180,428 0 0
TJX COS INC NEW COM 872540109 34,001 672,495 SH   SOLE   672,495 0 0
PARKER HANNIFIN CORP COM 701094104 19,277 105,182 SH   SOLE   105,182 0 0
CUMMINS INC COM 231021106 19,878 114,732 SH   SOLE   114,732 0 0
NEWS CORP NEW CL B 65249B208 2,858 239,157 SH   SOLE   239,157 0 0
DANAHER CORPORATION COM 235851102 990 5,596 SH   SOLE   5,596 0 0
DISCOVER FINL SVCS COM 254709108 15,226 303,976 SH   SOLE   303,976 0 0
ALLIANT ENERGY CORP COM 018802108 20,527 429,086 SH   SOLE   429,086 0 0
T-MOBILE US INC COM 872590104 334 3,211 SH   SOLE   3,211 0 0
ADVANCED MICRO DEVICES INC COM 007903107 26,934 511,960 SH   SOLE   511,960 0 0
TOLL BROTHERS INC COM 889478103 4,717 144,737 SH   SOLE   144,737 0 0
YUM BRANDS INC COM 988498101 217 2,495 SH   SOLE   2,495 0 0
MACYS INC COM 55616P104 178 25,902 SH   SOLE   25,902 0 0
ESSEX PPTY TR INC COM 297178105 449 1,959 SH   SOLE   1,959 0 0
FREEPORT-MCMORAN INC CL B 35671D857 397 34,280 SH   SOLE   34,280 0 0
LINDE PLC SHS G5494J103 9,029 42,567 SH   SOLE   42,567 0 0
SNAP ON INC COM 833034101 6,615 47,760 SH   SOLE   47,760 0 0
MCDONALDS CORP COM 580135101 67,095 363,720 SH   SOLE   363,720 0 0
WP CAREY INC COM 92936U109 11,567 170,980 SH   SOLE   170,980 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 227 1,596 SH   SOLE   1,596 0 0
AMEREN CORP COM 023608102 23,386 332,372 SH   SOLE   332,372 0 0
MOSAIC CO NEW COM 61945C103 4,026 321,830 SH   SOLE   321,830 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 50,257 854,713 SH   SOLE   854,713 0 0
GLOBAL PMTS INC COM 37940X102 537 3,166 SH   SOLE   3,166 0 0
EXELON CORP COM 30161N101 287 7,913 SH   SOLE   7,913 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 5,918 26,052 SH   SOLE   26,052 0 0
LEIDOS HOLDINGS INC COM 525327102 8,845 94,423 SH   SOLE   94,423 0 0
TRUIST FINL CORP COM 89832Q109 440 11,719 SH   SOLE   11,719 0 0
SLM CORP COM 78442P106 699 99,364 SH   SOLE   99,364 0 0
POST HLDGS INC COM 737446104 5,108 58,301 SH   SOLE   58,301 0 0
SHERWIN WILLIAMS CO COM 824348106 306 530 SH   SOLE   530 0 0
FORD MTR CO DEL COM 345370860 14,909 2,452,153 SH   SOLE   2,452,153 0 0
TRANSUNION COM 89400J107 7,118 81,781 SH   SOLE   81,781 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 1,422 122,939 SH   SOLE   122,939 0 0
COCA COLA CO COM 191216100 69,104 1,546,647 SH   SOLE   1,546,647 0 0
LOEWS CORP COM 540424108 2,111 61,577 SH   SOLE   61,577 0 0
CASEYS GEN STORES INC COM 147528103 4,662 31,177 SH   SOLE   31,177 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 6,099 1,039,041 SH   SOLE   1,039,041 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 220 2,489 SH   SOLE   2,489 0 0
ARCH CAP GROUP LTD ORD G0450A105 6,453 225,231 SH   SOLE   225,231 0 0
ADOBE INC COM 00724F101 103,321 237,351 SH   SOLE   237,351 0 0
STATE STR CORP COM 857477103 253 3,977 SH   SOLE   3,977 0 0
PENTAIR PLC SHS G7S00T104 4,767 125,486 SH   SOLE   125,486 0 0
FEDEX CORP COM 31428X106 472 3,366 SH   SOLE   3,366 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 913 14,390 SH   SOLE   14,390 0 0
S&P GLOBAL INC COM 78409V104 38,671 117,369 SH   SOLE   117,369 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 18,996 274,871 SH   SOLE   274,871 0 0
ROKU INC COM CL A 77543R102 1,521 13,050 SH   SOLE   13,050 0 0
REGENCY CTRS CORP COM 758849103 7,080 154,272 SH   SOLE   154,272 0 0
SUNCOR ENERGY INC NEW COM 867224107 463 27,445 SH   SOLE   27,445 0 0
NEWELL BRANDS INC COM 651229106 4,336 273,054 SH   SOLE   273,054 0 0
TERADYNE INC COM 880770102 14,816 175,312 SH   SOLE   175,312 0 0
RESMED INC COM 761152107 19,141 99,695 SH   SOLE   99,695 0 0
LOWES COS INC COM 548661107 52,085 385,470 SH   SOLE   385,470 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 4,324 34,881 SH   SOLE   34,881 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 6,523 38,140 SH   SOLE   38,140 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 625 4,219 SH   SOLE   4,219 0 0
KELLOGG CO COM 487836108 243 3,683 SH   SOLE   3,683 0 0
ALLEGHANY CORP DEL COM 017175100 2,505 5,121 SH   SOLE   5,121 0 0
ROCKWELL AUTOMATION INC COM 773903109 3,232 15,174 SH   SOLE   15,174 0 0
ILLUMINA INC COM 452327109 32,234 87,036 SH   SOLE   87,036 0 0
HALLIBURTON CO COM 406216101 12,898 993,720 SH   SOLE   993,720 0 0
ALLY FINL INC COM 02005N100 2,508 126,452 SH   SOLE   126,452 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 392 9,819 SH   SOLE   9,819 0 0
WEC ENERGY GROUP INC COM 92939U106 36,939 421,437 SH   SOLE   421,437 0 0
FIRSTENERGY CORP COM 337932107 209 5,377 SH   SOLE   5,377 0 0
INTUIT COM 461202103 501 1,691 SH   SOLE   1,691 0 0
HENRY JACK & ASSOC INC COM 426281101 218 1,185 SH   SOLE   1,185 0 0
DISNEY WALT CO COM DISNEY 254687106 76,784 688,580 SH   SOLE   688,580 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 255 9,084 SH   SOLE   9,084 0 0
BLACKROCK INC COM 09247X101 1,109 2,039 SH   SOLE   2,039 0 0
MASTERCARD INCORPORATED CL A 57636Q104 89,037 301,107 SH   SOLE   301,107 0 0
JOHNSON & JOHNSON COM 478160104 133,385 948,481 SH   SOLE   948,481 0 0
GENERAL DYNAMICS CORP COM 369550108 532 3,559 SH   SOLE   3,559 0 0
MASCO CORP COM 574599106 2,538 50,541 SH   SOLE   50,541 0 0
BERKLEY W R CORP COM 084423102 2,875 50,180 SH   SOLE   50,180 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 4,748 107,103 SH   SOLE   107,103 0 0
IONIS PHARMACEUTICALS INC COM 462222100 2,217 37,600 SH   SOLE   37,600 0 0
XCEL ENERGY INC COM 98389B100 247 3,954 SH   SOLE   3,954 0 0
VALERO ENERGY CORP COM 91913Y100 11,277 191,723 SH   SOLE   191,723 0 0
MICROSOFT CORP COM 594918104 537,791 2,642,578 SH   SOLE   2,642,578 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 1,349 123,846 SH   SOLE   123,846 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 20,246 411,845 SH   SOLE   411,845 0 0
ZOETIS INC CL A 98978V103 428 3,121 SH   SOLE   3,121 0 0
WASTE CONNECTIONS INC COM 94106B101 8,812 93,952 SH   SOLE   93,952 0 0
EVERSOURCE ENERGY COM 30040W108 315 3,784 SH   SOLE   3,784 0 0
GENERAL MLS INC COM 370334104 326 5,283 SH   SOLE   5,283 0 0
CELANESE CORP DEL COM 150870103 9,524 110,311 SH   SOLE   110,311 0 0
EATON CORP PLC SHS G29183103 23,852 272,651 SH   SOLE   272,651 0 0
HCA HEALTHCARE INC COM 40412C101 15,289 157,524 SH   SOLE   157,524 0 0
BOEING CO COM 097023105 38,624 210,715 SH   SOLE   210,715 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 1,348 123,688 SH   SOLE   123,688 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 5,181 142,427 SH   SOLE   142,427 0 0
CERNER CORP COM 156782104 222 3,241 SH   SOLE   3,241 0 0
COMCAST CORP NEW CL A 20030N101 66,452 1,704,773 SH   SOLE   1,704,773 0 0
SERVICE CORP INTL COM 817565104 2,695 69,306 SH   SOLE   69,306 0 0
MATTEL INC COM 577081102 254 26,277 SH   SOLE   26,277 0 0
PACKAGING CORP AMER COM 695156109 1,752 17,557 SH   SOLE   17,557 0 0
CNO FINL GROUP INC COM 12621E103 578 37,130 SH   SOLE   37,130 0 0
BOOKING HOLDINGS INC COM 09857L108 5,564 3,494 SH   SOLE   3,494 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 1,648 114,181 SH   SOLE   114,181 0 0
FACEBOOK INC CL A 30303M102 197,197 868,442 SH   SOLE   868,442 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,235 3,560 SH   SOLE   3,560 0 0
MATCH GROUP INC COM 57665R106 3,406 31,818 SH   SOLE   31,818 0 0
FOOT LOCKER INC COM 344849104 1,197 41,060 SH   SOLE   41,060 0 0
JOHNSON CTLS INTL PLC SHS G51502105 411 12,036 SH   SOLE   12,036 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,403 11,618 SH   SOLE   11,618 0 0
SYSCO CORP COM 871829107 683 12,491 SH   SOLE   12,491 0 0
KINDER MORGAN INC DEL COM 49456B101 182 11,988 SH   SOLE   11,988 0 0
DOLLAR GEN CORP NEW COM 256677105 311 1,630 SH   SOLE   1,630 0 0
EATON VANCE CORP COM NON VTG 278265103 6,989 181,068 SH   SOLE   181,068 0 0
SEMPRA ENERGY COM 816851109 243 2,076 SH   SOLE   2,076 0 0
BAXTER INTL INC COM 071813109 25,400 295,007 SH   SOLE   295,007 0 0
CITIGROUP INC COM NEW 172967424 66,056 1,292,673 SH   SOLE   1,292,673 0 0
CUBESMART COM 229663109 5,840 216,371 SH   SOLE   216,371 0 0
AFLAC INC COM 001055102 16,842 467,438 SH   SOLE   467,438 0 0
JETBLUE AWYS CORP COM 477143101 2,268 208,060 SH   SOLE   208,060 0 0
ILLINOIS TOOL WKS INC COM 452308109 699 4,000 SH   SOLE   4,000 0 0
COMERICA INC COM 200340107 1,105 28,993 SH   SOLE   28,993 0 0
PRA HEALTH SCIENCES INC COM 69354M108 5,897 60,608 SH   SOLE   60,608 0 0
KEYCORP COM 493267108 2,175 178,606 SH   SOLE   178,606 0 0
MANPOWERGROUP INC COM 56418H100 1,215 17,671 SH   SOLE   17,671 0 0
CHURCH & DWIGHT INC COM 171340102 492 6,370 SH   SOLE   6,370 0 0
METLIFE INC COM 59156R108 329 9,002 SH   SOLE   9,002 0 0
SMITH A O CORP COM 831865209 6,558 139,168 SH   SOLE   139,168 0 0
HD SUPPLY HLDGS INC COM 40416M105 2,756 79,539 SH   SOLE   79,539 0 0
CARMAX INC COM 143130102 2,159 24,107 SH   SOLE   24,107 0 0
NEWS CORP NEW CL A 65249B109 978 82,421 SH   SOLE   82,421 0 0
STANLEY BLACK & DECKER INC COM 854502101 2,500 17,940 SH   SOLE   17,940 0 0
DEXCOM INC COM 252131107 320 789 SH   SOLE   789 0 0
QUALCOMM INC COM 747525103 46,784 512,931 SH   SOLE   512,931 0 0
CONAGRA BRANDS INC COM 205887102 206 5,850 SH   SOLE   5,850 0 0
CONSOLIDATED EDISON INC COM 209115104 14,278 198,502 SH   SOLE   198,502 0 0
BARRICK GOLD CORPORATION COM 067901108 499 18,531 SH   SOLE   18,531 0 0
CIGNA CORP NEW COM 125523100 31,726 169,070 SH   SOLE   169,070 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,284 10,412 SH   SOLE   10,412 0 0
OLIN CORP COM PAR $1 680665205 3,127 272,124 SH   SOLE   272,124 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 132,756 743,687 SH   SOLE   743,687 0 0
D R HORTON INC COM 23331A109 220 3,974 SH   SOLE   3,974 0 0
TE CONNECTIVITY LTD REG SHS H84989104 371 4,547 SH   SOLE   4,547 0 0
CONTINENTAL RES INC COM 212015101 339 19,338 SH   SOLE   19,338 0 0
AMPHENOL CORP NEW CL A 032095101 396 4,138 SH   SOLE   4,138 0 0
MSCI INC COM 55354G100 21,948 65,748 SH   SOLE   65,748 0 0
MARSH & MCLENNAN COS INC COM 571748102 633 5,895 SH   SOLE   5,895 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 12,272 87,574 SH   SOLE   87,574 0 0
WELLTOWER INC COM 95040Q104 2,380 45,992 SH   SOLE   45,992 0 0
NETAPP INC COM 64110D104 892 20,093 SH   SOLE   20,093 0 0
WYNN RESORTS LTD COM 983134107 1,350 18,125 SH   SOLE   18,125 0 0
TIMKEN CO COM 887389104 3,458 76,023 SH   SOLE   76,023 0 0
BIOGEN INC COM 09062X103 21,771 81,373 SH   SOLE   81,373 0 0
AMETEK INC COM 031100100 480 5,369 SH   SOLE   5,369 0 0
TARGET CORP COM 87612E106 31,283 260,844 SH   SOLE   260,844 0 0
NUCOR CORP COM 670346105 1,702 41,100 SH   SOLE   41,100 0 0
FIRST HORIZON NATL CORP COM 320517105 1,099 110,322 SH   SOLE   110,322 0 0
NVR INC COM 62944T105 8,359 2,565 SH   SOLE   2,565 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 295 1,171 SH   SOLE   1,171 0 0
RPM INTL INC COM 749685103 8,611 114,727 SH   SOLE   114,727 0 0
CORTEVA INC COM 22052L104 13,224 493,632 SH   SOLE   493,632 0 0
TEXAS INSTRS INC COM 882508104 44,334 349,173 SH   SOLE   349,173 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 899 5,374 SH   SOLE   5,374 0 0
HELMERICH & PAYNE INC COM 423452101 2,636 135,088 SH   SOLE   135,088 0 0
GARMIN LTD SHS H2906T109 2,119 21,734 SH   SOLE   21,734 0 0
SOUTHERN CO COM 842587107 646 12,465 SH   SOLE   12,465 0 0
HUBBELL INC COM 443510607 7,863 62,721 SH   SOLE   62,721 0 0
INGEVITY CORP COM 45688C107 1,664 31,660 SH   SOLE   31,660 0 0
CENTENE CORP DEL COM 15135B101 3,161 49,744 SH   SOLE   49,744 0 0
EBAY INC. COM 278642103 17,684 337,163 SH   SOLE   337,163 0 0
ELECTRONIC ARTS INC COM 285512109 453 3,433 SH   SOLE   3,433 0 0
NEXTERA ENERGY INC COM 65339F101 806 3,356 SH   SOLE   3,356 0 0
CAPITAL ONE FINL CORP COM 14040H105 413 6,593 SH   SOLE   6,593 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 11,722 32,352 SH   SOLE   32,352 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 413 9,753 SH   SOLE   9,753 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 211 3,299 SH   SOLE   3,299 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 3,438 13,560 SH   SOLE   13,560 0 0
AUTODESK INC COM 052769106 4,895 20,466 SH   SOLE   20,466 0 0
MOODYS CORP COM 615369105 555 2,019 SH   SOLE   2,019 0 0
ALLSTATE CORP COM 020002101 25,135 259,155 SH   SOLE   259,155 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 463 49,098 SH   SOLE   49,098 0 0
EOG RES INC COM 26875P101 283 5,581 SH   SOLE   5,581 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 10,952 13,596 SH   SOLE   13,596 0 0
ABBOTT LABS COM 002824100 72,088 788,447 SH   SOLE   788,447 0 0
AT&T INC COM 00206R102 79,963 2,645,168 SH   SOLE   2,645,168 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 7,349 52,652 SH   SOLE   52,652 0 0
DELL TECHNOLOGIES INC CL C 24703L202 1,905 34,676 SH   SOLE   34,676 0 0
LAS VEGAS SANDS CORP COM 517834107 202 4,445 SH   SOLE   4,445 0 0
LINCOLN NATL CORP IND COM 534187109 6,607 179,592 SH   SOLE   179,592 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 1,668 51,795 SH   SOLE   51,795 0 0
OVINTIV INC COM 69047Q102 195 20,440 SH   SOLE   20,440 0 0
ALASKA AIR GROUP INC COM 011659109 4,292 118,376 SH   SOLE   118,376 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 12,887 479,053 SH   SOLE   479,053 0 0
ANTHEM INC COM 036752103 35,248 134,032 SH   SOLE   134,032 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 2,785 129,457 SH   SOLE   129,457 0 0
SERVICENOW INC COM 81762P102 29,737 73,414 SH   SOLE   73,414 0 0
WESTROCK CO COM 96145D105 6,901 244,187 SH   SOLE   244,187 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 324 3,080 SH   SOLE   3,080 0 0
FISERV INC COM 337738108 445 4,560 SH   SOLE   4,560 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 34,864 260,005 SH   SOLE   260,005 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 978 1,917 SH   SOLE   1,917 0 0
MEDTRONIC PLC SHS G5960L103 39,675 432,665 SH   SOLE   432,665 0 0
CORNING INC COM 219350105 12,359 477,168 SH   SOLE   477,168 0 0
WORKDAY INC CL A 98138H101 7,049 37,623 SH   SOLE   37,623 0 0
EQUINIX INC COM 29444U700 657 935 SH   SOLE   935 0 0
BEST BUY INC COM 086516101 2,684 30,753 SH   SOLE   30,753 0 0
3M CO COM 88579Y101 43,823 280,937 SH   SOLE   280,937 0 0
MCKESSON CORP COM 58155Q103 351 2,285 SH   SOLE   2,285 0 0
SCHLUMBERGER LTD COM 806857108 2,723 148,073 SH   SOLE   148,073 0 0
LENNAR CORP CL A 526057104 14,832 240,705 SH   SOLE   240,705 0 0
HILL ROM HLDGS INC COM 431475102 1,575 14,349 SH   SOLE   14,349 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 333 3,138 SH   SOLE   3,138 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 565 4,388 SH   SOLE   4,388 0 0
PALO ALTO NETWORKS INC COM 697435105 4,631 20,162 SH   SOLE   20,162 0 0
INTEL CORP COM 458140100 95,548 1,596,989 SH   SOLE   1,596,989 0 0
TOPBUILD CORP COM 89055F103 924 8,123 SH   SOLE   8,123 0 0
ROSS STORES INC COM 778296103 2,437 28,592 SH   SOLE   28,592 0 0
WASTE MGMT INC DEL COM 94106L109 32,132 303,393 SH   SOLE   303,393 0 0
CENTURYLINK INC COM 156700106 6,142 612,354 SH   SOLE   612,354 0 0
HEALTHCARE RLTY TR COM 421946104 10,287 351,195 SH   SOLE   351,195 0 0
COOPER TIRE & RUBR CO COM 216831107 3,598 130,324 SH   SOLE   130,324 0 0
ARAMARK COM 03852U106 2,239 99,190 SH   SOLE   99,190 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 8,862 34,624 SH   SOLE   34,624 0 0
WOODWARD INC COM 980745103 1,497 19,303 SH   SOLE   19,303 0 0
EPAM SYS INC COM 29414B104 3,712 14,728 SH   SOLE   14,728 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 1,326 12,341 SH   SOLE   12,341 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 518 8,546 SH   SOLE   8,546 0 0
GENUINE PARTS CO COM 372460105 9,684 111,359 SH   SOLE   111,359 0 0
WALMART INC COM 931142103 71,214 594,541 SH   SOLE   594,541 0 0
PIONEER NAT RES CO COM 723787107 365 3,732 SH   SOLE   3,732 0 0
COSTAR GROUP INC COM 22160N109 11,721 16,493 SH   SOLE   16,493 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 27,715 302,566 SH   SOLE   302,566 0 0
ALCON AG ORD SHS H01301128 1,135 19,797 SH   SOLE   19,797 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 5,945 86,040 SH   SOLE   86,040 0 0
TRANSDIGM GROUP INC COM 893641100 15,925 36,025 SH   SOLE   36,025 0 0
CHEMOURS CO COM 163851108 264 17,226 SH   SOLE   17,226 0 0
PAYCOM SOFTWARE INC COM 70432V102 6,830 22,053 SH   SOLE   22,053 0 0
UNITEDHEALTH GROUP INC COM 91324P102 116,956 396,528 SH   SOLE   396,528 0 0
STARBUCKS CORP COM 855244109 1,663 22,593 SH   SOLE   22,593 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 340 2,004 SH   SOLE   2,004 0 0
DOMINOS PIZZA INC COM 25754A201 4,775 12,925 SH   SOLE   12,925 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,648 6,373 SH   SOLE   6,373 0 0
PAYCHEX INC COM 704326107 16,183 213,634 SH   SOLE   213,634 0 0
ADVANSIX INC COM 00773T101 164 13,988 SH   SOLE   13,988 0 0
ALTRIA GROUP INC COM 02209S103 40,400 1,029,287 SH   SOLE   1,029,287 0 0
STRYKER CORPORATION COM 863667101 466 2,588 SH   SOLE   2,588 0 0
COLGATE PALMOLIVE CO COM 194162103 8,097 110,524 SH   SOLE   110,524 0 0
AUTOLIV INC COM 052800109 2,494 38,658 SH   SOLE   38,658 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 257 2,290 SH   SOLE   2,290 0 0
APPLE INC COM 037833100 535,524 1,467,993 SH   SOLE   1,467,993 0 0
MERCK & CO. INC COM 58933Y105 78,652 1,017,100 SH   SOLE   1,017,100 0 0
MARATHON PETE CORP COM 56585A102 12,559 335,984 SH   SOLE   335,984 0 0
LILLY ELI & CO COM 532457108 62,249 379,148 SH   SOLE   379,148 0 0
CME GROUP INC COM 12572Q105 4,187 25,757 SH   SOLE   25,757 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 9,910 174,410 SH   SOLE   174,410 0 0
AMGEN INC COM 031162100 52,324 221,844 SH   SOLE   221,844 0 0
CDW CORP COM 12514G108 14,112 121,470 SH   SOLE   121,470 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,185 86,601 SH   SOLE   86,601 0 0
PHILIP MORRIS INTL INC COM 718172109 36,504 521,042 SH   SOLE   521,042 0 0
CONOCOPHILLIPS COM 20825C104 20,743 493,647 SH   SOLE   493,647 0 0
DUKE REALTY CORP COM NEW 264411505 22,151 625,898 SH   SOLE   625,898 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 18,806 195,975 SH   SOLE   195,975 0 0
DUNKIN BRANDS GROUP INC COM 265504100 3,807 58,362 SH   SOLE   58,362 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 1,375 30,567 SH   SOLE   30,567 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 8,833 469,817 SH   SOLE   469,817 0 0
DIGITAL RLTY TR INC COM 253868103 462 3,252 SH   SOLE   3,252 0 0
LAM RESEARCH CORP COM 512807108 5,087 15,728 SH   SOLE   15,728 0 0
NIKE INC CL B 654106103 38,040 387,969 SH   SOLE   387,969 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 1,699 44,081 SH   SOLE   44,081 0 0
GENERAL ELECTRIC CO COM 369604103 4,445 650,736 SH   SOLE   650,736 0 0
KEMPER CORP DEL COM 488401100 345 4,761 SH   SOLE   4,761 0 0
MARATHON OIL CORP COM 565849106 64 10,442 SH   SOLE   10,442 0 0
VIAVI SOLUTIONS INC COM 925550105 357 28,008 SH   SOLE   28,008 0 0
IDEX CORP COM 45167R104 239 1,513 SH   SOLE   1,513 0 0
CAMDEN PPTY TR SH BEN INT 133131102 13,238 145,120 SH   SOLE   145,120 0 0
KLA CORP COM NEW 482480100 283 1,454 SH   SOLE   1,454 0 0
ACTIVISION BLIZZARD INC COM 00507V109 27,054 356,446 SH   SOLE   356,446 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 8,469 27,237 SH   SOLE   27,237 0 0
EXTRA SPACE STORAGE INC COM 30225T102 12,462 134,919 SH   SOLE   134,919 0 0
EXXON MOBIL CORP COM 30231G102 71,916 1,608,132 SH   SOLE   1,608,132 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 2,834 75,298 SH   SOLE   75,298 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 986 12,669 SH   SOLE   12,669 0 0
FACTSET RESH SYS INC COM 303075105 5,209 15,857 SH   SOLE   15,857 0 0
WATERS CORP COM 941848103 8,412 46,631 SH   SOLE   46,631 0 0
VISA INC COM CL A 92826C839 141,371 731,849 SH   SOLE   731,849 0 0
FIFTH THIRD BANCORP COM 316773100 2,220 115,124 SH   SOLE   115,124 0 0
DOMINION ENERGY INC COM 25746U109 800 9,856 SH   SOLE   9,856 0 0
ALLEGION PLC ORD SHS G0176J109 1,638 16,026 SH   SOLE   16,026 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 36,364 125,258 SH   SOLE   125,258 0 0
PROGRESSIVE CORP OHIO COM 743315103 342 4,265 SH   SOLE   4,265 0 0
CIENA CORP COM NEW 171779309 805 14,857 SH   SOLE   14,857 0 0
BROWN & BROWN INC COM 115236101 6,900 169,284 SH   SOLE   169,284 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 14,585 86,004 SH   SOLE   86,004 0 0
AMERICAN ELEC PWR CO INC COM 025537101 36,469 457,927 SH   SOLE   457,927 0 0
SEATTLE GENETICS INC COM 812578102 7,114 41,869 SH   SOLE   41,869 0 0
CENOVUS ENERGY INC COM 15135U109 167 35,715 SH   SOLE   35,715 0 0
LUMENTUM HLDGS INC COM 55024U109 428 5,261 SH   SOLE   5,261 0 0
JD.COM INC SPON ADR CL A 47215P106 835 13,879 SH   SOLE   13,879 0 0
ZIONS BANCORPORATION N A COM 989701107 2,147 63,140 SH   SOLE   63,140 0 0
DOVER CORP COM 260003108 252 2,610 SH   SOLE   2,610 0 0
CENTERPOINT ENERGY INC COM 15189T107 5,819 311,684 SH   SOLE   311,684 0 0
ANSYS INC COM 03662Q105 17,799 61,012 SH   SOLE   61,012 0 0
CONSTELLATION BRANDS INC CL A 21036P108 266 1,521 SH   SOLE   1,521 0 0
PRUDENTIAL FINL INC COM 744320102 502 8,245 SH   SOLE   8,245 0 0
QORVO INC COM 74736K101 243 2,201 SH   SOLE   2,201 0 0
CATERPILLAR INC DEL COM 149123101 36,315 287,076 SH   SOLE   287,076 0 0
KRAFT HEINZ CO COM 500754106 274 8,584 SH   SOLE   8,584 0 0
MOLINA HEALTHCARE INC COM 60855R100 3,081 17,313 SH   SOLE   17,313 0 0
OTIS WORLDWIDE CORP COM 68902V107 11,652 204,922 SH   SOLE   204,922 0 0
CHARLES RIV LABS INTL INC COM 159864107 386 2,213 SH   SOLE   2,213 0 0
PTC INC COM 69370C100 3,400 43,713 SH   SOLE   43,713 0 0
ANALOG DEVICES INC COM 032654105 24,429 199,195 SH   SOLE   199,195 0 0
BANK NEW YORK MELLON CORP COM 064058100 449 11,617 SH   SOLE   11,617 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 225 1,510 SH   SOLE   1,510 0 0
MID-AMER APT CMNTYS INC COM 59522J103 347 3,022 SH   SOLE   3,022 0 0
REPUBLIC SVCS INC COM 760759100 303 3,688 SH   SOLE   3,688 0 0
KIMBERLY CLARK CORP COM 494368103 606 4,285 SH   SOLE   4,285 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,154 69,291 SH   SOLE   69,291 0 0
COOPER COS INC COM NEW 216648402 238 838 SH   SOLE   838 0 0
PROLOGIS INC. COM 74340W103 7,584 81,263 SH   SOLE   81,263 0 0
NETFLIX INC COM 64110L106 78,809 173,191 SH   SOLE   173,191 0 0
IDEXX LABS INC COM 45168D104 4,702 14,242 SH   SOLE   14,242 0 0
FASTENAL CO COM 311900104 282 6,580 SH   SOLE   6,580 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 52,119 845,812 SH   SOLE   845,812 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 3,399 31,794 SH   SOLE   31,794 0 0
ONEOK INC NEW COM 682680103 7,985 240,361 SH   SOLE   240,361 0 0