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
UNITED RENTALS INC COM 911363109 4,287 29,005 SH   SOLE   29,005 0 0
ATLASSIAN CORP PLC CL A G06242104 8,398 47,954 SH   SOLE   47,954 0 0
AGNC INVT CORP COM 00123Q104 2,927 226,477 SH   SOLE   226,477 0 0
TRAVELERS COMPANIES INC COM 89417E109 11,120 98,521 SH   SOLE   98,521 0 0
WESTERN DIGITAL CORP. COM 958102105 4,522 107,669 SH   SOLE   107,669 0 0
STARBUCKS CORP COM 855244109 33,251 452,427 SH   SOLE   452,427 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 3,376 157,069 SH   SOLE   157,069 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 3,807 26,661 SH   SOLE   26,661 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 238 3,125 SH   SOLE   3,125 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 13,453 50,716 SH   SOLE   50,716 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 758 40,184 SH   SOLE   40,184 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 5,158 108,017 SH   SOLE   108,017 0 0
ROBERT HALF INTL INC COM 770323103 2,241 43,241 SH   SOLE   43,241 0 0
GLOBANT S A COM L44385109 2,747 18,700 SH   SOLE   18,700 0 0
DUPONT DE NEMOURS INC COM 26614N102 14,893 283,785 SH   SOLE   283,785 0 0
DISCOVERY INC COM SER C 25470F302 2,574 132,987 SH   SOLE   132,987 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4,155 53,434 SH   SOLE   53,434 0 0
NEW YORK TIMES CO CL A 650111107 19,066 451,845 SH   SOLE   451,845 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 40,509 338,262 SH   SOLE   338,262 0 0
KELLOGG CO COM 487836108 6,186 95,077 SH   SOLE   95,077 0 0
CINCINNATI FINL CORP COM 172062101 3,781 59,308 SH   SOLE   59,308 0 0
AUTODESK INC COM 052769106 73,542 316,698 SH   SOLE   316,698 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 137,359 1,574,407 SH   SOLE   1,574,407 0 0
OLD REP INTL CORP COM 680223104 1,739 108,300 SH   SOLE   108,300 0 0
JUNIPER NETWORKS INC COM 48203R104 2,937 130,228 SH   SOLE   130,228 0 0
FIFTH THIRD BANCORP COM 316773100 5,069 270,399 SH   SOLE   270,399 0 0
STANLEY BLACK & DECKER INC COM 854502101 8,055 59,165 SH   SOLE   59,165 0 0
TESLA INC COM 88160R101 57,390 56,828 SH   SOLE   56,828 0 0
MERCADOLIBRE INC COM 58733R102 18,652 19,023 SH   SOLE   19,023 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 537 14,485 SH   SOLE   14,485 0 0
DOMINION ENERGY INC COM 25746U109 25,660 318,284 SH   SOLE   318,284 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 2,191 25,844 SH   SOLE   25,844 0 0
CIGNA CORP NEW COM 125523100 26,253 140,011 SH   SOLE   140,011 0 0
CREDICORP LTD COM G2519Y108 3,369 24,900 SH   SOLE   24,900 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 1,412 85,242 SH   SOLE   85,242 0 0
WORKDAY INC CL A 98138H101 13,602 73,031 SH   SOLE   73,031 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 28,250 99,059 SH   SOLE   99,059 0 0
MARRIOTT INTL INC NEW CL A 571903202 8,749 101,052 SH   SOLE   101,052 0 0
RAYMOND JAMES FINL INC COM 754730109 3,231 47,235 SH   SOLE   47,235 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 19,099 211,215 SH   SOLE   211,215 0 0
ANTERO RESOURCES CORP COM 03674X106 185 73,925 SH   SOLE   73,925 0 0
BAKER HUGHES COMPANY CL A 05722G100 3,683 247,904 SH   SOLE   247,904 0 0
STATE STR CORP COM 857477103 20,391 331,212 SH   SOLE   331,212 0 0
CONTINENTAL RES INC COM 212015101 580 35,842 SH   SOLE   35,842 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 2,608 15,547 SH   SOLE   15,547 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 0 183,016 SH   SOLE   183,016 0 0
PPL CORP COM 69351T106 7,341 284,915 SH   SOLE   284,915 0 0
INGREDION INC COM 457187102 2,274 27,981 SH   SOLE   27,981 0 0
SIMON PPTY GROUP INC NEW COM 828806109 7,987 117,364 SH   SOLE   117,364 0 0
TWITTER INC COM 90184L102 8,456 286,686 SH   SOLE   286,686 0 0
HONEYWELL INTL INC COM 438516106 60,493 422,214 SH   SOLE   422,214 0 0
NEWS CORP NEW CL A 65249B109 1,743 149,571 SH   SOLE   149,571 0 0
UNUM GROUP COM 91529Y106 1,284 79,758 SH   SOLE   79,758 0 0
PPG INDS INC COM 693506107 9,220 88,698 SH   SOLE   88,698 0 0
D R HORTON INC COM 23331A109 6,660 121,947 SH   SOLE   121,947 0 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 369 24,760 SH   SOLE   24,760 0 0
INTL PAPER CO COM 460146103 17,774 507,531 SH   SOLE   507,531 0 0
LAS VEGAS SANDS CORP COM 517834107 5,591 125,187 SH   SOLE   125,187 0 0
AT&T INC COM 00206R102 81,793 2,733,281 SH   SOLE   2,733,281 0 0
CATERPILLAR INC DEL COM 149123101 25,513 203,735 SH   SOLE   203,735 0 0
SVB FINANCIAL GROUP COM 78486Q101 4,065 19,627 SH   SOLE   19,627 0 0
CIMAREX ENERGY CO COM 171798101 1,076 39,784 SH   SOLE   39,784 0 0
EXACT SCIENCES CORP COM 30063P105 4,644 53,984 SH   SOLE   53,984 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 4,147 85,131 SH   SOLE   85,131 0 0
SOUTHERN CO COM 842587107 20,867 404,748 SH   SOLE   404,748 0 0
3M CO COM 88579Y101 33,310 214,207 SH   SOLE   214,207 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,988 85,832 SH   SOLE   85,832 0 0
TJX COS INC NEW COM 872540109 56,095 1,105,202 SH   SOLE   1,105,202 0 0
ELECTRONIC ARTS INC COM 285512109 14,259 109,078 SH   SOLE   109,078 0 0
WESTROCK CO COM 96145D105 2,680 96,603 SH   SOLE   96,603 0 0
51JOB INC SPONSORED ADS 316827104 2,347 33,520 SH   SOLE   33,520 0 0
S&P GLOBAL INC COM 78409V104 30,102 93,724 SH   SOLE   93,724 0 0
BROWN FORMAN CORP CL B 115637209 4,301 68,014 SH   SOLE   68,014 0 0
AVALONBAY CMNTYS INC COM 053484101 23,353 152,701 SH   SOLE   152,701 0 0
UNITED PARCEL SERVICE INC CL B 911312106 29,299 267,608 SH   SOLE   267,608 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 144 12,714 SH   SOLE   12,714 0 0
MGM RESORTS INTERNATIONAL COM 552953101 3,085 183,456 SH   SOLE   183,456 0 0
BERKLEY W R CORP COM 084423102 3,051 54,023 SH   SOLE   54,023 0 0
ON SEMICONDUCTOR CORP COM 682189105 17,969 920,758 SH   SOLE   920,758 0 0
CME GROUP INC COM 12572Q105 36,190 223,405 SH   SOLE   223,405 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 7,412 353,368 SH   SOLE   353,368 0 0
UNDER ARMOUR INC CL A 904311107 697 70,858 SH   SOLE   70,858 0 0
CASEYS GEN STORES INC COM 147528103 13,716 92,389 SH   SOLE   92,389 0 0
EVERGY INC COM 30034W106 5,154 87,067 SH   SOLE   87,067 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 7,880 88,361 SH   SOLE   88,361 0 0
EQUINIX INC COM 29444U700 22,743 33,017 SH   SOLE   33,017 0 0
GILEAD SCIENCES INC COM 375558103 50,097 671,670 SH   SOLE   671,670 0 0
T-MOBILE US INC COM 872590104 16,812 158,645 SH   SOLE   158,645 0 0
TRIMBLE INC COM 896239100 3,829 89,777 SH   SOLE   89,777 0 0
NEWELL BRANDS INC COM 651229106 2,277 146,015 SH   SOLE   146,015 0 0
PALO ALTO NETWORKS INC COM 697435105 8,498 37,422 SH   SOLE   37,422 0 0
DANAHER CORPORATION COM 235851102 71,790 416,586 SH   SOLE   416,586 0 0
HASBRO INC COM 418056107 3,529 47,847 SH   SOLE   47,847 0 0
BOEING CO COM 097023105 39,366 202,402 SH   SOLE   202,402 0 0
FISERV INC COM 337738108 20,983 216,339 SH   SOLE   216,339 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 4,058 373,507 SH   SOLE   373,507 0 0
NORDSON CORP COM 655663102 1,479 7,998 SH   SOLE   7,998 0 0
VMWARE INC CL A COM 928563402 4,246 28,120 SH   SOLE   28,120 0 0
TRIPADVISOR INC COM 896945201 687 36,032 SH   SOLE   36,032 0 0
NORTHROP GRUMMAN CORP COM 666807102 44,027 142,502 SH   SOLE   142,502 0 0
KOHLS CORP COM 500255104 1,126 54,499 SH   SOLE   54,499 0 0
VEEVA SYS INC CL A COM 922475108 12,216 53,048 SH   SOLE   53,048 0 0
SYNCHRONY FINANCIAL COM 87165B103 5,190 236,511 SH   SOLE   236,511 0 0
GENERAL MTRS CO COM 37045V100 11,920 471,245 SH   SOLE   471,245 0 0
SALESFORCE COM INC COM 79466L302 97,501 531,661 SH   SOLE   531,661 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4,386 79,184 SH   SOLE   79,184 0 0
V F CORP COM 918204108 7,335 121,526 SH   SOLE   121,526 0 0
HARLEY DAVIDSON INC COM 412822108 1,438 60,287 SH   SOLE   60,287 0 0
WELLS FARGO CO NEW COM 949746101 37,172 1,446,114 SH   SOLE   1,446,114 0 0
XILINX INC COM 983919101 8,555 93,022 SH   SOLE   93,022 0 0
MID-AMER APT CMNTYS INC COM 59522J103 4,878 43,736 SH   SOLE   43,736 0 0
XPO LOGISTICS INC COM 983793100 2,971 39,459 SH   SOLE   39,459 0 0
CARMAX INC COM 143130102 5,373 60,374 SH   SOLE   60,374 0 0
VISA INC COM CL A 92826C839 275,424 1,438,733 SH   SOLE   1,438,733 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 30,007 58,960 SH   SOLE   58,960 0 0
RESMED INC COM 761152107 10,350 54,959 SH   SOLE   54,959 0 0
MORGAN STANLEY COM NEW 617446448 19,439 411,398 SH   SOLE   411,398 0 0
ALLSTATE CORP COM 020002101 11,699 122,574 SH   SOLE   122,574 0 0
MASTERCARD INCORPORATED CL A 57636Q104 99,528 339,518 SH   SOLE   339,518 0 0
BALL CORP COM 058498106 60,745 888,143 SH   SOLE   888,143 0 0
AVANGRID INC COM 05351W103 928 21,957 SH   SOLE   21,957 0 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 284 14,931 SH   SOLE   14,931 0 0
KEURIG DR PEPPER INC COM 49271V100 4,334 153,179 SH   SOLE   153,179 0 0
TRUIST FINL CORP COM 89832Q109 33,770 918,783 SH   SOLE   918,783 0 0
TAPESTRY INC COM 876030107 1,504 112,551 SH   SOLE   112,551 0 0
CABOT OIL & GAS CORP COM 127097103 2,652 155,491 SH   SOLE   155,491 0 0
YUM CHINA HLDGS INC COM 98850P109 7,058 144,147 SH   SOLE   144,147 0 0
EXTRA SPACE STORAGE INC COM 30225T102 4,531 49,370 SH   SOLE   49,370 0 0
OCCIDENTAL PETE CORP COM 674599105 10,509 588,560 SH   SOLE   588,560 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 2,369 66,887 SH   SOLE   66,887 0 0
KIMBERLY CLARK CORP COM 494368103 17,937 128,633 SH   SOLE   128,633 0 0
CELANESE CORP DEL COM 150870103 3,923 45,943 SH   SOLE   45,943 0 0
BOOKING HOLDINGS INC COM 09857L108 38,991 24,471 SH   SOLE   24,471 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 2,744 73,059 SH   SOLE   73,059 0 0
CNA FINL CORP COM 126117100 398 12,481 SH   SOLE   12,481 0 0
CHURCH & DWIGHT INC COM 171340102 52,467 683,922 SH   SOLE   683,922 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 4,855 507,081 SH   SOLE   507,081 0 0
BOSTON SCIENTIFIC CORP COM 101137107 18,256 526,801 SH   SOLE   526,801 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 382 2,908 SH   SOLE   2,908 0 0
BROADCOM INC COM 11135F101 73,384 236,724 SH   SOLE   236,724 0 0
PRICE T ROWE GROUP INC COM 74144T108 10,984 90,883 SH   SOLE   90,883 0 0
KEYCORP COM 493267108 4,115 346,553 SH   SOLE   346,553 0 0
CITIGROUP INC COM NEW 172967424 40,006 795,261 SH   SOLE   795,261 0 0
AVERY DENNISON CORP COM 053611109 3,757 33,551 SH   SOLE   33,551 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 37,930 672,465 SH   SOLE   672,465 0 0
FREEPORT-MCMORAN INC CL B 35671D857 5,994 543,224 SH   SOLE   543,224 0 0
WESTERN UN CO COM 959802109 3,731 175,212 SH   SOLE   175,212 0 0
COCA COLA CO COM 191216100 65,470 1,476,050 SH   SOLE   1,476,050 0 0
SEI INVTS CO COM 784117103 2,314 43,601 SH   SOLE   43,601 0 0
TRANSDIGM GROUP INC COM 893641100 8,488 19,142 SH   SOLE   19,142 0 0
MICROSOFT CORP COM 594918104 948,989 4,781,643 SH   SOLE   4,781,643 0 0
HORMEL FOODS CORP COM 440452100 4,976 102,948 SH   SOLE   102,948 0 0
GLOBAL PMTS INC COM 37940X102 18,603 111,682 SH   SOLE   111,682 0 0
WILLIAMS COS INC COM 969457100 8,012 436,015 SH   SOLE   436,015 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,907 42,888 SH   SOLE   42,888 0 0
BUNGE LIMITED COM G16962105 2,160 52,900 SH   SOLE   52,900 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 26,120 160,858 SH   SOLE   160,858 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 6,231 59,345 SH   SOLE   59,345 0 0
REGENERON PHARMACEUTICALS COM 75886F107 22,867 37,443 SH   SOLE   37,443 0 0
INVITATION HOMES INC COM 46187W107 5,515 203,618 SH   SOLE   203,618 0 0
DXC TECHNOLOGY CO COM 23355L106 1,802 112,076 SH   SOLE   112,076 0 0
ADVANCED MICRO DEVICES INC COM 007903107 22,535 448,242 SH   SOLE   448,242 0 0
SEMPRA ENERGY COM 816851109 13,235 112,034 SH   SOLE   112,034 0 0
WESTLAKE CHEM CORP COM 960413102 648 11,989 SH   SOLE   11,989 0 0
BAXTER INTL INC COM 071813109 15,606 185,292 SH   SOLE   185,292 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 1,860 42,088 SH   SOLE   42,088 0 0
AUTOZONE INC COM 053332102 10,354 9,171 SH   SOLE   9,171 0 0
BK OF AMERICA CORP COM 060505104 68,233 2,917,803 SH   SOLE   2,917,803 0 0
NIO INC SPON ADS 62914V106 2,639 364,800 SH   SOLE   364,800 0 0
HEICO CORP NEW COM 422806109 1,822 18,084 SH   SOLE   18,084 0 0
HANESBRANDS INC COM 410345102 1,700 152,407 SH   SOLE   152,407 0 0
RINGCENTRAL INC CL A 76680R206 8,029 29,622 SH   SOLE   29,622 0 0
COPART INC COM 217204106 6,618 80,743 SH   SOLE   80,743 0 0
CMS ENERGY CORP COM 125896100 6,403 111,247 SH   SOLE   111,247 0 0
GRAINGER W W INC COM 384802104 5,266 17,349 SH   SOLE   17,349 0 0
FIRSTENERGY CORP COM 337932107 7,763 204,365 SH   SOLE   204,365 0 0
RALPH LAUREN CORP CL A 751212101 1,521 20,953 SH   SOLE   20,953 0 0
LKQ CORP COM 501889208 3,101 120,071 SH   SOLE   120,071 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710409 3,410 521,004 SH   SOLE   521,004 0 0
AMAZON COM INC COM 023135106 667,147 248,797 SH   SOLE   248,797 0 0
ROPER TECHNOLOGIES INC COM 776696106 42,525 110,322 SH   SOLE   110,322 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 29,603 436,005 SH   SOLE   436,005 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 3,878 164,797 SH   SOLE   164,797 0 0
PARK HOTELS RESORTS INC COM 700517105 827 81,639 SH   SOLE   81,639 0 0
INTEL CORP COM 458140100 95,600 1,639,653 SH   SOLE   1,639,653 0 0
APPLE INC COM 037833100 715,106 1,975,595 SH   SOLE   1,975,595 0 0
POLARIS INC COM 731068102 2,120 22,978 SH   SOLE   22,978 0 0
ULTA BEAUTY INC COM 90384S303 17,292 87,030 SH   SOLE   87,030 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 9,006 65,181 SH   SOLE   65,181 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,688 45,223 SH   SOLE   45,223 0 0
PACKAGING CORP AMER COM 695156109 3,449 35,167 SH   SOLE   35,167 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 2,982 32,313 SH   SOLE   32,313 0 0
AMETEK INC COM 031100100 28,422 322,681 SH   SOLE   322,681 0 0
HOLOGIC INC COM 436440101 5,571 104,429 SH   SOLE   104,429 0 0
DIGITAL RLTY TR INC COM 253868103 14,623 104,337 SH   SOLE   104,337 0 0
GENTEX CORP COM 371901109 2,641 102,500 SH   SOLE   102,500 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 6,376 106,985 SH   SOLE   106,985 0 0
VARIAN MED SYS INC COM 92220P105 4,254 35,326 SH   SOLE   35,326 0 0
LEIDOS HOLDINGS INC COM 525327102 4,904 53,175 SH   SOLE   53,175 0 0
WATSCO INC COM 942622200 354 2,031 SH   SOLE   2,031 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 568 68,668 SH   SOLE   68,668 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 609 45,767 SH   SOLE   45,767 0 0
EMERSON ELEC CO COM 291011104 14,240 232,013 SH   SOLE   232,013 0 0
ALTICE USA INC CL A 02156K103 2,760 121,941 SH   SOLE   121,941 0 0
ATMOS ENERGY CORP COM 049560105 4,909 49,902 SH   SOLE   49,902 0 0
VALERO ENERGY CORP COM 91913Y100 8,741 153,426 SH   SOLE   153,426 0 0
TOLL BROTHERS INC COM 889478103 1,226 39,033 SH   SOLE   39,033 0 0
OMNICOM GROUP INC COM 681919106 14,908 274,567 SH   SOLE   274,567 0 0
PNC FINL SVCS GROUP INC COM 693475105 30,429 295,756 SH   SOLE   295,756 0 0
CORTEVA INC COM 22052L104 7,380 282,254 SH   SOLE   282,254 0 0
SPLUNK INC COM 848637104 11,746 60,398 SH   SOLE   60,398 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 205,859 957,506 SH   SOLE   957,506 0 0
VERISK ANALYTICS INC COM 92345Y106 9,705 59,069 SH   SOLE   59,069 0 0
MASCO CORP COM 574599106 5,391 110,292 SH   SOLE   110,292 0 0
FIRST HORIZON NATL CORP COM 320517105 1,065 106,950 SH   SOLE   106,950 0 0
APTIV PLC SHS G6095L109 61,590 814,201 SH   SOLE   814,201 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 9,354 190,111 SH   SOLE   190,111 0 0
NVR INC COM 62944T105 4,041 1,269 SH   SOLE   1,269 0 0
EBAY INC. COM 278642103 13,152 256,341 SH   SOLE   256,341 0 0
HUNT J B TRANS SVCS INC COM 445658107 3,875 32,251 SH   SOLE   32,251 0 0
CERNER CORP COM 156782104 7,996 117,692 SH   SOLE   117,692 0 0
PARKER HANNIFIN CORP COM 701094104 8,371 46,617 SH   SOLE   46,617 0 0
STRYKER CORPORATION COM 863667101 69,493 391,607 SH   SOLE   391,607 0 0
SUN CMNTYS INC COM 866674104 5,423 40,329 SH   SOLE   40,329 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 5,815 39,384 SH   SOLE   39,384 0 0
EXELON CORP COM 30161N101 13,409 372,515 SH   SOLE   372,515 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 5,206 41,660 SH   SOLE   41,660 0 0
ALPHABET INC CAP STK CL A 02079K305 346,594 247,995 SH   SOLE   247,995 0 0
LILLY ELI & CO COM 532457108 111,155 682,793 SH   SOLE   682,793 0 0
GENERAL ELECTRIC CO COM 369604103 22,348 3,288,916 SH   SOLE   3,288,916 0 0
INTERPUBLIC GROUP COS INC COM 460690100 2,659 156,655 SH   SOLE   156,655 0 0
EQUIFAX INC COM 294429105 7,940 47,328 SH   SOLE   47,328 0 0
FORTINET INC COM 34959E109 6,699 50,174 SH   SOLE   50,174 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 27,766 491,471 SH   SOLE   491,471 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 9,985 106,101 SH   SOLE   106,101 0 0
UDR INC COM 902653104 3,971 107,956 SH   SOLE   107,956 0 0
AES CORP COM 00130H105 3,483 242,819 SH   SOLE   242,819 0 0
SOUTHERN COPPER CORP COM 84265V105 10,770 280,618 SH   SOLE   280,618 0 0
XYLEM INC COM 98419M100 21,489 334,402 SH   SOLE   334,402 0 0
NRG ENERGY INC COM NEW 629377508 3,458 104,993 SH   SOLE   104,993 0 0
LINDE PLC SHS G5494J103 43,474 205,823 SH   SOLE   205,823 0 0
ESSEX PPTY TR INC COM 297178105 5,936 26,214 SH   SOLE   26,214 0 0
BECTON DICKINSON & CO COM 075887109 24,024 103,131 SH   SOLE   103,131 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 1,640 38,711 SH   SOLE   38,711 0 0
AMERICAN EXPRESS CO COM 025816109 40,290 426,353 SH   SOLE   426,353 0 0
HUMANA INC COM 444859102 19,083 50,274 SH   SOLE   50,274 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 3,210 105,130 SH   SOLE   105,130 0 0
LENNAR CORP CL A 526057104 5,815 95,389 SH   SOLE   95,389 0 0
PUBLIC STORAGE COM 74460D109 10,956 57,357 SH   SOLE   57,357 0 0
DOLLAR GEN CORP NEW COM 256677105 18,310 96,330 SH   SOLE   96,330 0 0
ACUITY BRANDS INC COM 00508Y102 1,438 16,092 SH   SOLE   16,092 0 0
SCHWAB CHARLES CORP COM 808513105 14,305 436,518 SH   SOLE   436,518 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 6,398 288,414 SH   SOLE   288,414 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 10,181 147,341 SH   SOLE   147,341 0 0
VISTRA ENERGY CORP COM 92840M102 3,109 166,042 SH   SOLE   166,042 0 0
TARGA RES CORP COM 87612G101 1,636 87,113 SH   SOLE   87,113 0 0
MGE ENERGY INC COM 55277P104 13,873 217,423 SH   SOLE   217,423 0 0
REGENCY CTRS CORP COM 758849103 3,054 66,665 SH   SOLE   66,665 0 0
VIACOMCBS INC CL B 92556H206 4,571 198,272 SH   SOLE   198,272 0 0
SOUTHWEST AIRLS CO COM 844741108 1,996 56,967 SH   SOLE   56,967 0 0
GENERAL DYNAMICS CORP COM 369550108 14,258 95,491 SH   SOLE   95,491 0 0
NIKE INC CL B 654106103 43,655 455,190 SH   SOLE   455,190 0 0
MANPOWERGROUP INC COM 56418H100 1,683 24,357 SH   SOLE   24,357 0 0
NEWMONT CORP COM 651639106 18,972 318,720 SH   SOLE   318,720 0 0
NETFLIX INC COM 64110L106 92,115 205,922 SH   SOLE   205,922 0 0
HCA HEALTHCARE INC COM 40412C101 22,771 236,697 SH   SOLE   236,697 0 0
YUM BRANDS INC COM 988498101 10,035 115,347 SH   SOLE   115,347 0 0
COSTCO WHSL CORP NEW COM 22160K105 78,264 259,491 SH   SOLE   259,491 0 0
EASTMAN CHEM CO COM 277432100 14,789 213,424 SH   SOLE   213,424 0 0
NORTHERN TR CORP COM 665859104 6,064 79,499 SH   SOLE   79,499 0 0
ARAMARK COM 03852U106 2,128 94,934 SH   SOLE   94,934 0 0
ABBOTT LABS COM 002824100 58,899 661,641 SH   SOLE   661,641 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 8,203 206,773 SH   SOLE   206,773 0 0
FEDEX CORP COM 31428X106 12,530 93,095 SH   SOLE   93,095 0 0
ZOETIS INC CL A 98978V103 24,414 184,961 SH   SOLE   184,961 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 7,295 9,284 SH   SOLE   9,284 0 0
BEST BUY INC COM 086516101 223 52,000 SH   SOLE   52,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 59,620 760,168 SH   SOLE   760,168 0 0
ZILLOW GROUP INC CL A 98954M101 1,174 20,697 SH   SOLE   20,697 0 0
VAIL RESORTS INC COM 91879Q109 2,788 15,750 SH   SOLE   15,750 0 0
ASSURANT INC COM 04621X108 2,066 20,530 SH   SOLE   20,530 0 0
SYSCO CORP COM 871829107 9,886 181,648 SH   SOLE   181,648 0 0
COMCAST CORP NEW CL A 20030N101 67,279 1,727,090 SH   SOLE   1,727,090 0 0
QUEST DIAGNOSTICS INC COM 74834L100 5,868 53,147 SH   SOLE   53,147 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 12,546 43,397 SH   SOLE   43,397 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 2,503 43,822 SH   SOLE   43,822 0 0
OKTA INC CL A 679295105 8,618 43,118 SH   SOLE   43,118 0 0
ROSS STORES INC COM 778296103 11,253 132,005 SH   SOLE   132,005 0 0
M & T BK CORP COM 55261F104 5,234 51,151 SH   SOLE   51,151 0 0
IQVIA HLDGS INC COM 46266C105 9,168 66,669 SH   SOLE   66,669 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 148,125 2,708,198 SH   SOLE   2,708,198 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 9,017 81,052 SH   SOLE   81,052 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 4,050 43,703 SH   SOLE   43,703 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 334 44,144 SH   SOLE   44,144 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 8,005 238,431 SH   SOLE   238,431 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 2,562 152,770 SH   SOLE   152,770 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 144,679 412,297 SH   SOLE   412,297 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 14,571 83,320 SH   SOLE   83,320 0 0
COMMERCE BANCSHARES INC COM 200525103 2,163 36,969 SH   SOLE   36,969 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 369 9,051 SH   SOLE   9,051 0 0
REPUBLIC SVCS INC COM 760759100 6,984 86,086 SH   SOLE   86,086 0 0
AMERICAN ELEC PWR CO INC COM 025537101 15,171 190,704 SH   SOLE   190,704 0 0
MARSH & MCLENNAN COS INC COM 571748102 20,392 193,680 SH   SOLE   193,680 0 0
SYNOPSYS INC COM 871607107 10,577 55,723 SH   SOLE   55,723 0 0
NXP SEMICONDUCTORS N V COM N6596X109 11,890 106,516 SH   SOLE   106,516 0 0
APACHE CORP COM 037411105 2,022 151,756 SH   SOLE   151,756 0 0
AMDOCS LTD SHS G02602103 3,228 53,620 SH   SOLE   53,620 0 0
COSTAR GROUP INC COM 22160N109 9,392 13,570 SH   SOLE   13,570 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 7,306 74,442 SH   SOLE   74,442 0 0
AMERIPRISE FINL INC COM 03076C106 6,924 46,677 SH   SOLE   46,677 0 0
CISCO SYS INC COM 17275R102 104,304 2,259,367 SH   SOLE   2,259,367 0 0
UNITEDHEALTH GROUP INC COM 91324P102 146,492 505,277 SH   SOLE   505,277 0 0
CAMPBELL SOUP CO COM 134429109 3,311 67,271 SH   SOLE   67,271 0 0
WABTEC COM 929740108 3,744 65,288 SH   SOLE   65,288 0 0
NEWS CORP NEW CL B 65249B208 495 42,181 SH   SOLE   42,181 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 3,638 57,870 SH   SOLE   57,870 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 30,275 325,805 SH   SOLE   325,805 0 0
EATON CORP PLC SHS G29183103 13,681 157,401 SH   SOLE   157,401 0 0
EDISON INTL COM 281020107 7,638 137,991 SH   SOLE   137,991 0 0
ADOBE INC COM 00724F101 124,824 294,160 SH   SOLE   294,160 0 0
WHIRLPOOL CORP COM 963320106 3,050 23,986 SH   SOLE   23,986 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 7,092 320,554 SH   SOLE   320,554 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 1,217 36,330 SH   SOLE   36,330 0 0
HEICO CORP NEW CL A 422806208 2,786 33,866 SH   SOLE   33,866 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,597 62,723 SH   SOLE   62,723 0 0
TRANSUNION COM 89400J107 6,046 71,718 SH   SOLE   71,718 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 6,026 40,708 SH   SOLE   40,708 0 0
TYSON FOODS INC CL A 902494103 19,352 326,311 SH   SOLE   326,311 0 0
DISNEY WALT CO COM DISNEY 254687106 80,515 721,852 SH   SOLE   721,852 0 0
QUALCOMM INC COM 747525103 38,721 434,506 SH   SOLE   434,506 0 0
FIVE BELOW INC COM 33829M101 13,605 126,972 SH   SOLE   126,972 0 0
INCYTE CORP COM 45337C102 7,138 69,641 SH   SOLE   69,641 0 0
HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 941 33,600 SH   SOLE   33,600 0 0
HOLLYFRONTIER CORP COM 436106108 1,758 61,758 SH   SOLE   61,758 0 0
WEC ENERGY GROUP INC COM 92939U106 10,419 119,796 SH   SOLE   119,796 0 0
WYNN RESORTS LTD COM 983134107 3,003 40,470 SH   SOLE   40,470 0 0
PAYPAL HLDGS INC COM 70450Y103 108,724 645,554 SH   SOLE   645,554 0 0
SCHLUMBERGER LTD COM 806857108 14,897 826,934 SH   SOLE   826,934 0 0
HUNTINGTON BANCSHARES INC COM 446150104 3,124 351,967 SH   SOLE   351,967 0 0
ALIGN TECHNOLOGY INC COM 016255101 7,832 29,402 SH   SOLE   29,402 0 0
CENTENE CORP DEL COM 15135B101 13,669 218,414 SH   SOLE   218,414 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 6,620 101,919 SH   SOLE   101,919 0 0
PRUDENTIAL FINL INC COM 744320102 8,177 138,148 SH   SOLE   138,148 0 0
UBER TECHNOLOGIES INC COM 90353T100 15,656 528,287 SH   SOLE   528,287 0 0
US BANCORP DEL COM NEW 902973304 32,287 888,112 SH   SOLE   888,112 0 0
HENRY SCHEIN INC COM 806407102 11,896 204,849 SH   SOLE   204,849 0 0
LIVENT CORP COM 53814L108 255 42,488 SH   SOLE   42,488 0 0
PG&E CORP COM 69331C108 1,897 209,264 SH   SOLE   209,264 0 0
MARKEL CORP COM 570535104 4,660 5,142 SH   SOLE   5,142 0 0
CAPITAL ONE FINL CORP COM 14040H105 11,151 178,732 SH   SOLE   178,732 0 0
BLACKROCK INC COM 09247X101 50,206 94,215 SH   SOLE   94,215 0 0
YANDEX N V SHS CLASS A N97284108 5,026 102,043 SH   SOLE   102,043 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 4,881 79,155 SH   SOLE   79,155 0 0
TRACTOR SUPPLY CO COM 892356106 5,734 43,568 SH   SOLE   43,568 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 2,743 481,597 SH   SOLE   481,597 0 0
SERVICENOW INC COM 81762P102 28,308 71,769 SH   SOLE   71,769 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 11,835 11,305 SH   SOLE   11,305 0 0
ZIONS BANCORPORATION N A COM 989701107 2,240 67,787 SH   SOLE   67,787 0 0
PULTE GROUP INC COM 745867101 3,127 93,312 SH   SOLE   93,312 0 0
NORFOLK SOUTHERN CORP COM 655844108 17,389 100,689 SH   SOLE   100,689 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 11,848 28,063 SH   SOLE   28,063 0 0
CENTERPOINT ENERGY INC COM 15189T107 17,687 950,124 SH   SOLE   950,124 0 0
ARROW ELECTRS INC COM 042735100 1,866 27,667 SH   SOLE   27,667 0 0
GODADDY INC CL A 380237107 4,580 63,052 SH   SOLE   63,052 0 0
ILLUMINA INC COM 452327109 41,774 115,268 SH   SOLE   115,268 0 0
BEST BUY INC COM 086516101 7,439 86,150 SH   SOLE   86,150 0 0
KLA CORP COM NEW 482480100 29,950 156,224 SH   SOLE   156,224 0 0
ANTHEM INC COM 036752103 16,932 89,972 SH   SOLE   89,972 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 1,243 10,121 SH   SOLE   10,121 0 0
VENTAS INC COM 92276F100 5,442 148,301 SH   SOLE   148,301 0 0
EXPEDITORS INTL WASH INC COM 302130109 5,128 68,992 SH   SOLE   68,992 0 0
APPLIED MATLS INC COM 038222105 20,370 344,875 SH   SOLE   344,875 0 0
DISH NETWORK CORPORATION CL A 25470M109 2,923 88,439 SH   SOLE   88,439 0 0
CONAGRA BRANDS INC COM 205887102 6,466 191,844 SH   SOLE   191,844 0 0
COLGATE PALMOLIVE CO COM 194162103 39,418 544,028 SH   SOLE   544,028 0 0
MACERICH CO COM 554382101 548 62,407 SH   SOLE   62,407 0 0
FOX CORP CL A COM 35137L105 3,524 131,010 SH   SOLE   131,010 0 0
IAC INTERACTIVECORP COM 44919P508 9,117 28,666 SH   SOLE   28,666 0 0
CONSOLIDATED EDISON INC COM 209115104 9,382 129,065 SH   SOLE   129,065 0 0
STEEL DYNAMICS INC COM 858119100 33,302 1,293,015 SH   SOLE   1,293,015 0 0
PFIZER INC COM 717081103 69,410 2,126,198 SH   SOLE   2,126,198 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 41,743 215,629 SH   SOLE   215,629 0 0
ALLEGHANY CORP DEL COM 017175100 2,891 5,944 SH   SOLE   5,944 0 0
AMERISOURCEBERGEN CORP COM 03073E105 5,739 57,969 SH   SOLE   57,969 0 0
KROGER CO COM 501044101 10,290 301,438 SH   SOLE   301,438 0 0
LOCKHEED MARTIN CORP COM 539830109 34,552 94,053 SH   SOLE   94,053 0 0
COOPER COS INC COM NEW 216648402 5,145 18,998 SH   SOLE   18,998 0 0
JONES LANG LASALLE INC COM 48020Q107 9,997 98,782 SH   SOLE   98,782 0 0
AMPHENOL CORP NEW CL A 032095101 10,290 108,015 SH   SOLE   108,015 0 0
AMGEN INC COM 031162100 53,322 230,157 SH   SOLE   230,157 0 0
ANTHEM INC COM 036752103 37,458 144,473 SH   SOLE   144,473 0 0
HENRY JACK & ASSOC INC COM 426281101 17,911 98,776 SH   SOLE   98,776 0 0
TIFFANY & CO NEW COM 886547108 5,254 43,660 SH   SOLE   43,660 0 0
ALPHABET INC CAP STK CL C 02079K107 206,882 148,272 SH   SOLE   148,272 0 0
CDW CORP COM 12514G108 28,838 252,980 SH   SOLE   252,980 0 0
FORD MTR CO DEL COM 345370860 9,059 1,506,030 SH   SOLE   1,506,030 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,933 173,714 SH   SOLE   173,714 0 0
FASTENAL CO COM 311900104 9,387 223,906 SH   SOLE   223,906 0 0
CF INDS HLDGS INC COM 125269100 2,397 87,057 SH   SOLE   87,057 0 0
VOYA FINANCIAL INC COM 929089100 2,375 52,043 SH   SOLE   52,043 0 0
ROCKWELL AUTOMATION INC COM 773903109 9,095 43,585 SH   SOLE   43,585 0 0
COVETRUS INC COM 22304C100 382 21,969 SH   SOLE   21,969 0 0
PRIMERICA INC COM 74164M108 16,746 146,707 SH   SOLE   146,707 0 0
EVERSOURCE ENERGY COM 30040W108 31,703 381,480 SH   SOLE   381,480 0 0
NASDAQ INC COM 631103108 5,277 44,888 SH   SOLE   44,888 0 0
ENTERGY CORP NEW COM 29364G103 7,347 78,346 SH   SOLE   78,346 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 12,905 111,655 SH   SOLE   111,655 0 0
FACTSET RESH SYS INC COM 303075105 11,535 35,275 SH   SOLE   35,275 0 0
F5 NETWORKS INC COM 315616102 3,116 22,664 SH   SOLE   22,664 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 41,149 664,653 SH   SOLE   664,653 0 0
ALLY FINL INC COM 02005N100 2,836 144,862 SH   SOLE   144,862 0 0
GARRETT MOTION INC COM 366505105 115 21,235 SH   SOLE   21,235 0 0
WP CAREY INC COM 92936U109 4,202 62,803 SH   SOLE   62,803 0 0
TWILIO INC CL A 90138F102 10,117 47,932 SH   SOLE   47,932 0 0
MACYS INC COM 55616P104 801 120,955 SH   SOLE   120,955 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 1,850 84,646 SH   SOLE   84,646 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 2,870 16,179 SH   SOLE   16,179 0 0
SEALED AIR CORP NEW COM 81211K100 1,947 59,937 SH   SOLE   59,937 0 0
DELL TECHNOLOGIES INC CL C 24703L202 2,998 55,748 SH   SOLE   55,748 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 30,670 233,810 SH   SOLE   233,810 0 0
NETAPP INC COM 64110D104 4,079 92,639 SH   SOLE   92,639 0 0
MOODYS CORP COM 615369105 17,174 63,834 SH   SOLE   63,834 0 0
PAYCHEX INC COM 704326107 9,173 124,417 SH   SOLE   124,417 0 0
REALTY INCOME CORP COM 756109104 7,539 126,128 SH   SOLE   126,128 0 0
SMUCKER J M CO COM NEW 832696405 4,520 43,018 SH   SOLE   43,018 0 0
ROLLINS INC COM 775711104 2,097 50,358 SH   SOLE   50,358 0 0
IDEXX LABS INC COM 45168D104 11,019 33,617 SH   SOLE   33,617 0 0
GLOBE LIFE INC COM 37959E102 2,764 38,186 SH   SOLE   38,186 0 0
IPG PHOTONICS CORP COM 44980X109 2,223 14,152 SH   SOLE   14,152 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 5,391 198,305 SH   SOLE   198,305 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 134,959 761,984 SH   SOLE   761,984 0 0
DOW INC COM 260557103 11,728 286,073 SH   SOLE   286,073 0 0
MARATHON OIL CORP COM 565849106 1,811 303,534 SH   SOLE   303,534 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 84,627 152,746 SH   SOLE   152,746 0 0
DENTSPLY SIRONA INC COM 24906P109 3,737 85,040 SH   SOLE   85,040 0 0
JACOBS ENGR GROUP INC COM 469814107 4,407 51,937 SH   SOLE   51,937 0 0
HP INC COM 40434L105 9,804 572,172 SH   SOLE   572,172 0 0
LAM RESEARCH CORP COM 512807108 17,411 56,418 SH   SOLE   56,418 0 0
SNAP ON INC COM 833034101 20,032 147,115 SH   SOLE   147,115 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 437 9,588 SH   SOLE   9,588 0 0
ALTRIA GROUP INC COM 02209S103 27,832 709,266 SH   SOLE   709,266 0 0
CONCHO RES INC COM 20605P101 3,858 77,172 SH   SOLE   77,172 0 0
COTY INC COM CL A 222070203 723 152,723 SH   SOLE   152,723 0 0
EQUITABLE HLDGS INC COM 29452E101 3,213 169,072 SH   SOLE   169,072 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 10,008 326,266 SH   SOLE   326,266 0 0
MARATHON PETE CORP COM 56585A102 8,660 244,508 SH   SOLE   244,508 0 0
AMERICAN TOWER CORP NEW COM 03027X100 62,297 245,473 SH   SOLE   245,473 0 0
CITRIX SYS INC COM 177376100 7,320 50,568 SH   SOLE   50,568 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 146 42,326 SH   SOLE   42,326 0 0
HELMERICH & PAYNE INC COM 423452101 604 31,549 SH   SOLE   31,549 0 0
DTE ENERGY CO COM 233331107 8,074 75,758 SH   SOLE   75,758 0 0
BIOGEN INC COM 09062X103 29,432 113,032 SH   SOLE   113,032 0 0
LAUDER ESTEE COS INC CL A 518439104 15,372 82,738 SH   SOLE   82,738 0 0
COMERICA INC COM 200340107 1,994 53,881 SH   SOLE   53,881 0 0
TARGET CORP COM 87612E106 22,296 188,025 SH   SOLE   188,025 0 0
CONOCOPHILLIPS COM 20825C104 16,998 411,527 SH   SOLE   411,527 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 3,795 107,259 SH   SOLE   107,259 0 0
INVESCO LTD SHS G491BT108 1,633 157,285 SH   SOLE   157,285 0 0
HOME DEPOT INC COM 437076102 143,940 584,826 SH   SOLE   584,826 0 0
CVS HEALTH CORP COM 126650100 31,909 495,134 SH   SOLE   495,134 0 0
GENERAL MLS INC COM 370334104 13,678 225,221 SH   SOLE   225,221 0 0
LEGGETT & PLATT INC COM 524660107 1,763 50,932 SH   SOLE   50,932 0 0
ALLIANT ENERGY CORP COM 018802108 4,381 92,413 SH   SOLE   92,413 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 4,467 14,657 SH   SOLE   14,657 0 0
IHS MARKIT LTD SHS G47567105 11,244 154,420 SH   SOLE   154,420 0 0
VEREIT INC COM 92339V100 2,584 397,809 SH   SOLE   397,809 0 0
NVIDIA CORPORATION COM 67066G104 83,484 226,810 SH   SOLE   226,810 0 0
AERCAP HOLDINGS NV SHS N00985106 1,528 50,019 SH   SOLE   50,019 0 0
BOSTON PPTYS LTD PARTNERSHIP COM 101121101 5,044 56,192 SH   SOLE   56,192 0 0
MDU RES GROUP INC COM 552690109 1,692 76,679 SH   SOLE   76,679 0 0
GARMIN LTD SHS H2906T109 5,186 53,897 SH   SOLE   53,897 0 0
ONEOK INC NEW COM 682680103 5,237 164,671 SH   SOLE   164,671 0 0
ALBEMARLE CORP COM 012653101 3,245 42,503 SH   SOLE   42,503 0 0
PERRIGO CO PLC SHS G97822103 2,726 49,940 SH   SOLE   49,940 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 7,833 135,842 SH   SOLE   135,842 0 0
WELLTOWER INC COM 95040Q104 7,741 151,080 SH   SOLE   151,080 0 0
RANGE RES CORP COM 75281A109 428 77,551 SH   SOLE   77,551 0 0
HERSHEY CO COM 427866108 7,585 59,431 SH   SOLE   59,431 0 0
ALLEGION PLC ORD SHS G0176J109 3,646 36,534 SH   SOLE   36,534 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,376 53,675 SH   SOLE   53,675 0 0
INTUIT COM 461202103 67,973 235,927 SH   SOLE   235,927 0 0
TEXAS INSTRS INC COM 882508104 186,705 1,496,096 SH   SOLE   1,496,096 0 0
LYFT INC CL A COM 55087P104 2,393 72,322 SH   SOLE   72,322 0 0
INFOSYS LTD SPONSORED ADR 456788108 588 61,415 SH   SOLE   61,415 0 0
ABBVIE INC COM 00287Y109 89,510 928,092 SH   SOLE   928,092 0 0
AGCO CORP COM 001084102 9,733 178,608 SH   SOLE   178,608 0 0
MOSAIC CO NEW COM 61945C103 1,683 133,016 SH   SOLE   133,016 0 0
IRON MTN INC NEW COM 46284V101 2,827 110,058 SH   SOLE   110,058 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 42,225 159 SH   SOLE   159 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 201 1,777 SH   SOLE   1,777 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 8,848 70,577 SH   SOLE   70,577 0 0
PHILLIPS 66 COM 718546104 11,722 170,712 SH   SOLE   170,712 0 0
GARTNER INC COM 366651107 4,112 34,482 SH   SOLE   34,482 0 0
FLOWSERVE CORP COM 34354P105 1,282 45,377 SH   SOLE   45,377 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,133 102,479 SH   SOLE   102,479 0 0
LULULEMON ATHLETICA INC COM 550021109 13,201 44,854 SH   SOLE   44,854 0 0
NORDSTROM INC COM 655664100 780 49,435 SH   SOLE   49,435 0 0
SQUARE INC CL A 852234103 13,862 133,652 SH   SOLE   133,652 0 0
JEFFERIES FINL GROUP INC COM 47233W109 1,848 122,148 SH   SOLE   122,148 0 0
FRANKLIN RESOURCES INC COM 354613101 2,030 99,272 SH   SOLE   99,272 0 0
ANALOG DEVICES INC COM 032654105 16,917 142,195 SH   SOLE   142,195 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,026 70,814 SH   SOLE   70,814 0 0
HALLIBURTON CO COM 406216101 4,231 340,501 SH   SOLE   340,501 0 0
EXPEDIA GROUP INC COM NEW 30212P303 4,109 49,695 SH   SOLE   49,695 0 0
KINDER MORGAN INC DEL COM 49456B101 17,689 1,206,204 SH   SOLE   1,206,204 0 0
NUCOR CORP COM 670346105 4,668 114,139 SH   SOLE   114,139 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 5,188 20,595 SH   SOLE   20,595 0 0
MARRIOTT INTL INC NEW CL A 571903202 0 139,700 SH   SOLE   139,700 0 0
PHILIP MORRIS INTL INC COM 718172109 58,370 827,411 SH   SOLE   827,411 0 0
EOG RES INC COM 26875P101 11,014 221,837 SH   SOLE   221,837 0 0
MCDONALDS CORP COM 580135101 52,507 287,244 SH   SOLE   287,244 0 0
TELEFLEX INCORPORATED COM 879369106 6,361 17,903 SH   SOLE   17,903 0 0
ANSYS INC COM 03662Q105 151,859 538,421 SH   SOLE   538,421 0 0
BURLINGTON STORES INC COM 122017106 4,637 23,408 SH   SOLE   23,408 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 8,916 76,262 SH   SOLE   76,262 0 0
GALLAGHER ARTHUR J & CO COM 363576109 6,480 67,726 SH   SOLE   67,726 0 0
DOMINOS PIZZA INC COM 25754A201 6,011 16,276 SH   SOLE   16,276 0 0
PVH CORPORATION COM 693656100 1,423 29,224 SH   SOLE   29,224 0 0
WATERS CORP COM 941848103 4,804 27,186 SH   SOLE   27,186 0 0
MCKESSON CORP COM 58155Q103 9,732 64,135 SH   SOLE   64,135 0 0
MOHAWK INDS INC COM 608190104 2,185 21,883 SH   SOLE   21,883 0 0
CIT GROUP INC COM NEW 125581801 615 29,663 SH   SOLE   29,663 0 0
ALASKA AIR GROUP INC COM 011659109 437 11,832 SH   SOLE   11,832 0 0
LOWES COS INC COM 548661107 39,321 294,553 SH   SOLE   294,553 0 0
MARKETAXESS HLDGS INC COM 57060D108 7,246 14,551 SH   SOLE   14,551 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 3,433 68,287 SH   SOLE   68,287 0 0
LAMB WESTON HLDGS INC COM 513272104 3,524 55,719 SH   SOLE   55,719 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 883 19,328 SH   SOLE   19,328 0 0
DISCOVERY INC COM SER A 25470F104 990 46,622 SH   SOLE   46,622 0 0
DUKE REALTY CORP COM NEW 264411505 4,958 143,346 SH   SOLE   143,346 0 0
NATIONAL OILWELL VARCO INC COM 637071101 1,817 149,471 SH   SOLE   149,471 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 7,047 43,579 SH   SOLE   43,579 0 0
FLUOR CORP NEW COM 343412102 556 46,386 SH   SOLE   46,386 0 0
IDEX CORP COM 45167R104 4,829 31,272 SH   SOLE   31,272 0 0
COMPANHIA BRASILEIRA DE DIST SPONSORED ADR 20440T300 147 11,040 SH   SOLE   11,040 0 0
NOBLE ENERGY INC COM 655044105 1,695 196,106 SH   SOLE   196,106 0 0
FLEX LTD ORD Y2573F102 2,017 197,265 SH   SOLE   197,265 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 9,068 88,391 SH   SOLE   88,391 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 15 10,403 SH   SOLE   10,403 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 5,360 139,826 SH   SOLE   139,826 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 4,661 235,000 SH   SOLE   235,000 0 0
WASTE MGMT INC DEL COM 94106L109 17,227 166,292 SH   SOLE   166,292 0 0
NORTONLIFELOCK INC COM 668771108 4,436 228,385 SH   SOLE   228,385 0 0
MSCI INC COM 55354G100 10,350 31,785 SH   SOLE   31,785 0 0
SEATTLE GENETICS INC COM 812578102 7,898 48,008 SH   SOLE   48,008 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 5,746 35,461 SH   SOLE   35,461 0 0
F M C CORP COM NEW 302491303 4,922 50,579 SH   SOLE   50,579 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105 4,073 145,110 SH   SOLE   145,110 0 0
PAYCOM SOFTWARE INC COM 70432V102 6,173 20,542 SH   SOLE   20,542 0 0
EXXON MOBIL CORP COM 30231G102 129,632 2,924,589 SH   SOLE   2,924,589 0 0
LINCOLN NATL CORP IND COM 534187109 2,441 68,279 SH   SOLE   68,279 0 0
QORVO INC COM 74736K101 4,673 43,515 SH   SOLE   43,515 0 0
UNITED AIRLS HLDGS INC COM 910047109 981 27,806 SH   SOLE   27,806 0 0
ALLEGIANT TRAVEL CO COM 01748X102 7,904 70,804 SH   SOLE   70,804 0 0
PEPSICO INC COM 713448108 95,162 725,738 SH   SOLE   725,738 0 0
DOVER CORP COM 260003108 5,235 55,290 SH   SOLE   55,290 0 0
FACEBOOK INC CL A 30303M102 256,089 1,160,323 SH   SOLE   1,160,323 0 0
RPM INTL INC COM 749685103 17,408 235,593 SH   SOLE   235,593 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 23,983 163,799 SH   SOLE   163,799 0 0
BANK NEW YORK MELLON CORP COM 064058100 11,689 316,308 SH   SOLE   316,308 0 0
GENUINE PARTS CO COM 372460105 4,943 56,749 SH   SOLE   56,749 0 0
KIMCO RLTY CORP COM 49446R109 1,779 139,879 SH   SOLE   139,879 0 0
FOX CORP CL B COM 35137L204 1,696 63,275 SH   SOLE   63,275 0 0
CORNING INC COM 219350105 7,421 289,051 SH   SOLE   289,051 0 0
CUMMINS INC COM 231021106 9,862 56,983 SH   SOLE   56,983 0 0
CINTAS CORP COM 172908105 8,280 31,397 SH   SOLE   31,397 0 0
QEP RESOURCES INC COM 74733V100 21 16,809 SH   SOLE   16,809 0 0
CLOROX CO DEL COM 189054109 10,193 46,846 SH   SOLE   46,846 0 0
DISCOVER FINL SVCS COM 254709108 5,968 120,948 SH   SOLE   120,948 0 0
CARDINAL HEALTH INC COM 14149Y108 5,534 106,500 SH   SOLE   106,500 0 0
CSX CORP COM 126408103 45,463 663,592 SH   SOLE   663,592 0 0
MARTIN MARIETTA MATLS INC COM 573284106 5,030 24,359 SH   SOLE   24,359 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 27,511 218,417 SH   SOLE   218,417 0 0
SL GREEN RLTY CORP COM 78440X101 1,424 28,444 SH   SOLE   28,444 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 51,303 887,372 SH   SOLE   887,372 0 0
FORTIVE CORP COM 34959J108 7,588 111,725 SH   SOLE   111,725 0 0
MCCORMICK & CO INC COM NON VTG 579780206 36,114 201,252 SH   SOLE   201,252 0 0
PACCAR INC COM 693718108 29,243 397,020 SH   SOLE   397,020 0 0
EVEREST RE GROUP LTD COM G3223R108 3,163 15,622 SH   SOLE   15,622 0 0
CBRE GROUP INC CL A 12504L109 5,760 130,212 SH   SOLE   130,212 0 0
HESS CORP COM 42809H107 4,873 97,624 SH   SOLE   97,624 0 0
LEAR CORP COM NEW 521865204 2,592 23,999 SH   SOLE   23,999 0 0
ENBRIDGE INC COM 29250N105 212 6,982 SH   SOLE   6,982 0 0
ECOLAB INC COM 278865100 20,165 103,125 SH   SOLE   103,125 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 260 66,570 SH   SOLE   66,570 0 0
VULCAN MATLS CO COM 929160109 6,079 52,405 SH   SOLE   52,405 0 0
UNION PAC CORP COM 907818108 77,658 469,245 SH   SOLE   469,245 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 4,723 44,409 SH   SOLE   44,409 0 0
ORACLE CORP COM 68389X105 41,435 756,455 SH   SOLE   756,455 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 7,865 106,436 SH   SOLE   106,436 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 1,149 75,070 SH   SOLE   75,070 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 57,446 348,780 SH   SOLE   348,780 0 0
ABIOMED INC COM 003654100 3,901 16,250 SH   SOLE   16,250 0 0
AFLAC INC COM 001055102 20,022 565,194 SH   SOLE   565,194 0 0
BROWN & BROWN INC COM 115236101 3,473 86,853 SH   SOLE   86,853 0 0
DOLLAR TREE INC COM 256746108 8,077 86,222 SH   SOLE   86,222 0 0
ACTIVISION BLIZZARD INC COM 00507V109 21,878 289,873 SH   SOLE   289,873 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 52,541 246,940 SH   SOLE   246,940 0 0
AIR PRODS & CHEMS INC COM 009158106 20,840 87,305 SH   SOLE   87,305 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 330 39,867 SH   SOLE   39,867 0 0
PIONEER NAT RES CO COM 723787107 6,039 63,926 SH   SOLE   63,926 0 0
CENTURYLINK INC COM 156700106 3,815 389,920 SH   SOLE   389,920 0 0
HOST HOTELS & RESORTS INC COM 44107P104 3,134 285,830 SH   SOLE   285,830 0 0
ARCH CAP GROUP LTD ORD G0450A105 4,271 150,572 SH   SOLE   150,572 0 0
AUTOLIV INC COM 052800109 2,034 31,753 SH   SOLE   31,753 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 18,116 428,177 SH   SOLE   428,177 0 0
ILLINOIS TOOL WKS INC COM 452308109 20,997 123,181 SH   SOLE   123,181 0 0
JPMORGAN CHASE & CO COM 46625H100 167,471 1,800,859 SH   SOLE   1,800,859 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 22,616 281,850 SH   SOLE   281,850 0 0
PROCTER AND GAMBLE CO COM 742718109 110,110 935,913 SH   SOLE   935,913 0 0
MERCK & CO. INC COM 58933Y105 74,363 976,912 SH   SOLE   976,912 0 0
DARDEN RESTAURANTS INC COM 237194105 3,732 48,738 SH   SOLE   48,738 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4,897 40,176 SH   SOLE   40,176 0 0
TE CONNECTIVITY LTD REG SHS H84989104 58,154 722,008 SH   SOLE   722,008 0 0
DAVITA INC COM 23918K108 2,711 35,110 SH   SOLE   35,110 0 0
MONDELEZ INTL INC CL A 609207105 27,168 537,067 SH   SOLE   537,067 0 0
LOEWS CORP COM 540424108 3,414 101,301 SH   SOLE   101,301 0 0
AMERISOURCEBERGEN CORP COM 03073E105 8,070 39,557 SH   SOLE   39,557 0 0
AMEREN CORP COM 023608102 6,636 95,166 SH   SOLE   95,166 0 0
ARCONIC CORPORATION COM 03966V107 565 40,798 SH   SOLE   40,798 0 0
XCEL ENERGY INC COM 98389B100 12,395 198,366 SH   SOLE   198,366 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 7,979 65,285 SH   SOLE   65,285 0 0
CONSTELLATION BRANDS INC CL A 21036P108 10,751 61,765 SH   SOLE   61,765 0 0
UNDER ARMOUR INC CL C 904311206 676 76,149 SH   SOLE   76,149 0 0
DEXCOM INC COM 252131107 13,546 33,997 SH   SOLE   33,997 0 0
PROLOGIS INC. COM 74340W103 26,504 290,851 SH   SOLE   290,851 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 6,680 63,486 SH   SOLE   63,486 0 0
NEXTERA ENERGY INC COM 65339F101 45,188 189,568 SH   SOLE   189,568 0 0
PTC INC COM 69370C100 3,099 40,565 SH   SOLE   40,565 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 2,276 68,032 SH   SOLE   68,032 0 0
PINNACLE WEST CAP CORP COM 723484101 3,057 41,908 SH   SOLE   41,908 0 0
DOCUSIGN INC COM 256163106 10,665 62,135 SH   SOLE   62,135 0 0
SHERWIN WILLIAMS CO COM 824348106 18,022 31,858 SH   SOLE   31,858 0 0
MICRON TECHNOLOGY INC COM 595112103 45,893 933,826 SH   SOLE   933,826 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 7,855 31,903 SH   SOLE   31,903 0 0
CDK GLOBAL INC COM 12508E101 2,046 49,894 SH   SOLE   49,894 0 0
WALMART INC COM 931142103 63,865 536,256 SH   SOLE   536,256 0 0
ARISTA NETWORKS INC COM 040413106 4,528 21,877 SH   SOLE   21,877 0 0
VORNADO RLTY TR SH BEN INT 929042109 2,467 63,935 SH   SOLE   63,935 0 0
T-MOBILE US INC RIGHT 07/27/2020 872590112 36 160,585 SH   SOLE   160,585 0 0
IDACORP INC COM 451107106 14,008 162,474 SH   SOLE   162,474 0 0
METLIFE INC COM 59156R108 9,303 261,499 SH   SOLE   261,499 0 0
OTIS WORLDWIDE CORP COM 68902V107 9,071 160,275 SH   SOLE   160,275 0 0
JABIL INC COM 466313103 1,966 60,920 SH   SOLE   60,920 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 2,378 21,698 SH   SOLE   21,698 0 0
KRAFT HEINZ CO COM 500754106 20,950 662,242 SH   SOLE   662,242 0 0
CHEVRON CORP NEW COM 166764100 63,481 724,054 SH   SOLE   724,054 0 0
BORGWARNER INC COM 099724106 2,666 76,001 SH   SOLE   76,001 0 0
NISOURCE INC COM 65473P105 3,531 155,637 SH   SOLE   155,637 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 507 44,834 SH   SOLE   44,834 0 0
DEERE & CO COM 244199105 17,001 110,600 SH   SOLE   110,600 0 0
TEXTRON INC COM 883203101 3,010 90,227 SH   SOLE   90,227 0 0
JOHNSON & JOHNSON COM 478160104 202,677 1,456,379 SH   SOLE   1,456,379 0 0
GAP INC COM 364760108 963 76,929 SH   SOLE   76,929 0 0
OGE ENERGY CORP COM 670837103 14,566 479,214 SH   SOLE   479,214 0 0