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
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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
3-D SYS CORP DEL COM NEW 88554D205 704 69,208 SH   SOLE   69,208 0 0
3M CO COM 88579Y101 20,723 108,760 SH   SOLE   108,760 0 0
ABIOMED INC COM 003654100 12,711 39,107 SH   SOLE   39,107 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 863 22,721 SH   SOLE   22,721 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 14,837 105,217 SH   SOLE   105,217 0 0
ADIENT PLC ORD SHS G0084W101 2,564 170,277 SH   SOLE   170,277 0 0
ADOBE INC COM 00724F101 524 2,318 SH   SOLE   2,318 0 0
ADVANCED ENERGY INDS COM 007973100 710 16,540 SH   SOLE   16,540 0 0
AFFILIATED MANAGERS GROUP COM 008252108 3,639 37,351 SH   SOLE   37,351 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 8,678 128,637 SH   SOLE   128,637 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 1,702 36,922 SH   SOLE   36,922 0 0
AIR PRODS & CHEMS INC COM 009158106 6,234 38,951 SH   SOLE   38,951 0 0
ALASKA AIR GROUP INC COM 011659109 266 4,368 SH   SOLE   4,368 0 0
ALCOA CORP COM 013872106 254 9,568 SH   SOLE   9,568 0 0
ALIGN TECHNOLOGY INC COM 016255101 15,565 74,323 SH   SOLE   74,323 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 2,657 17,705 SH   SOLE   17,705 0 0
ALLSTATE CORP COM 020002101 4,005 48,471 SH   SOLE   48,471 0 0
ALTRIA GROUP INC COM 02209S103 1,002 20,287 SH   SOLE   20,287 0 0
AMAZON COM INC COM 023135106 52,482 34,942 SH   SOLE   34,942 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 7,127 108,297 SH   SOLE   108,297 0 0
ANTERO RES CORP COM 03674X106 3,593 382,647 SH   SOLE   382,647 0 0
ANTHEM INC COM 036752103 626 2,384 SH   SOLE   2,384 0 0
AON PLC SHS CL A G0408V102 3,366 23,155 SH   SOLE   23,155 0 0
APPLE INC COM 037833100 18,120 114,873 SH   SOLE   114,873 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 348 22,557 SH   SOLE   22,557 0 0
APTARGROUP INC COM 038336103 1,462 15,539 SH   SOLE   15,539 0 0
APTIV PLC SHS G6095L109 8,913 144,755 SH   SOLE   144,755 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 8,144 198,769 SH   SOLE   198,769 0 0
ASGN INC COM 00191U102 1,381 25,341 SH   SOLE   25,341 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 1,934 27,259 SH   SOLE   27,259 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 9,007 57,876 SH   SOLE   57,876 0 0
ASSURANT INC COM 04621X108 350 3,911 SH   SOLE   3,911 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 8,220 216,429 SH   SOLE   216,429 0 0
AT HOME GROUP INC COM 04650Y100 1,465 78,499 SH   SOLE   78,499 0 0
AT&T INC COM 00206R102 8,867 310,701 SH   SOLE   310,701 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,286 17,433 SH   SOLE   17,433 0 0
AUTONATION INC COM 05329W102 426 11,940 SH   SOLE   11,940 0 0
AVERY DENNISON CORP COM 053611109 4,323 48,128 SH   SOLE   48,128 0 0
AXA EQUITABLE HLDGS INC COM 054561105 1,466 88,138 SH   SOLE   88,138 0 0
AXOGEN INC COM 05463X106 684 33,483 SH   SOLE   33,483 0 0
AXON ENTERPRISE INC COM 05464C101 2,191 50,086 SH   SOLE   50,086 0 0
BAKER HUGHES A GE CO CL A 05722G100 2,519 117,143 SH   SOLE   117,143 0 0
BALL CORP COM 058498106 3,066 66,671 SH   SOLE   66,671 0 0
BANK N S HALIFAX COM 064149107 487 9,762 SH   SOLE   9,762 0 0
BANK OZK COM 06417N103 1,702 74,547 SH   SOLE   74,547 0 0
BAOZUN INC SPONSORED ADR 06684L103 748 25,620 SH   SOLE   25,620 0 0
BAXTER INTL INC COM 071813109 540 8,200 SH   SOLE   8,200 0 0
BEMIS INC COM 081437105 437 9,527 SH   SOLE   9,527 0 0
BEST BUY INC COM 086516101 10,720 202,414 SH   SOLE   202,414 0 0
BIO RAD LABS INC CL A 090572207 2,214 9,535 SH   SOLE   9,535 0 0
BIOGEN INC COM 09062X103 785 2,610 SH   SOLE   2,610 0 0
BIOTELEMETRY INC COM 090672106 838 14,032 SH   SOLE   14,032 0 0
BJS RESTAURANTS INC COM 09180C106 1,379 27,278 SH   SOLE   27,278 0 0
BLACKROCK INC COM 09247X101 6,862 17,469 SH   SOLE   17,469 0 0
BLUEBIRD BIO INC COM 09609G100 5,466 55,104 SH   SOLE   55,104 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 2,835 62,908 SH   SOLE   62,908 0 0
BORGWARNER INC COM 099724106 3,044 87,627 SH   SOLE   87,627 0 0
BOSTON SCIENTIFIC CORP COM 101137107 7,939 224,639 SH   SOLE   224,639 0 0
BOTTOMLINE TECH DEL INC COM 101388106 1,248 25,997 SH   SOLE   25,997 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 5,602 175,819 SH   SOLE   175,819 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,082 52,797 SH   SOLE   52,797 0 0
BROWN FORMAN CORP CL B 115637209 3,290 69,137 SH   SOLE   69,137 0 0
BUNGE LIMITED COM G16962105 754 14,111 SH   SOLE   14,111 0 0
BWX TECHNOLOGIES INC COM 05605H100 1,955 51,139 SH   SOLE   51,139 0 0
CADENCE BANCORPORATION CL A 12739A100 211 12,600 SH   SOLE   12,600 0 0
CALLAWAY GOLF CO COM 131193104 1,202 78,592 SH   SOLE   78,592 0 0
CAMPBELL SOUP CO COM 134429109 361 10,936 SH   SOLE   10,936 0 0
CANADIAN NATL RY CO COM 136375102 738 9,960 SH   SOLE   9,960 0 0
CAPITAL ONE FINL CORP COM 14040H105 559 7,395 SH   SOLE   7,395 0 0
CARDINAL HEALTH INC COM 14149Y108 794 17,805 SH   SOLE   17,805 0 0
CARGURUS INC COM CL A 141788109 1,939 57,488 SH   SOLE   57,488 0 0
CARMAX INC COM 143130102 3,490 55,632 SH   SOLE   55,632 0 0
CARVANA CO CL A 146869102 3,727 113,942 SH   SOLE   113,942 0 0
CBRE GROUP INC CL A 12504L109 313 7,820 SH   SOLE   7,820 0 0
CDK GLOBAL INC COM 12508E101 2,814 58,769 SH   SOLE   58,769 0 0
CENTERPOINT ENERGY INC COM 15189T107 255 9,040 SH   SOLE   9,040 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 1,357 13,223 SH   SOLE   13,223 0 0
CINTAS CORP COM 172908105 270 1,607 SH   SOLE   1,607 0 0
CISCO SYS INC COM 17275R102 941 21,720 SH   SOLE   21,720 0 0
CLOROX CO DEL COM 189054109 438 2,841 SH   SOLE   2,841 0 0
CMS ENERGY CORP COM 125896100 314 6,320 SH   SOLE   6,320 0 0
COCA COLA CO COM 191216100 6,081 128,430 SH   SOLE   128,430 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 1,271 27,722 SH   SOLE   27,722 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 12,052 189,856 SH   SOLE   189,856 0 0
COLGATE PALMOLIVE CO COM 194162103 15,238 256,023 SH   SOLE   256,023 0 0
COMERICA INC COM 200340107 9,175 133,577 SH   SOLE   133,577 0 0
COMMSCOPE HLDG CO INC COM 20337X109 3,008 183,549 SH   SOLE   183,549 0 0
CONDUENT INC COM 206787103 1,729 162,621 SH   SOLE   162,621 0 0
CONOCOPHILLIPS COM 20825C104 636 10,199 SH   SOLE   10,199 0 0
CONSTELLATION BRANDS INC CL A 21036P108 21,168 131,624 SH   SOLE   131,624 0 0
COOPER TIRE & RUBR CO COM 216831107 593 18,345 SH   SOLE   18,345 0 0
CORNING INC COM 219350105 8,081 267,483 SH   SOLE   267,483 0 0
COSTAR GROUP INC COM 22160N109 3,179 9,425 SH   SOLE   9,425 0 0
COTY INC COM CL A 222070203 1,128 171,930 SH   SOLE   171,930 0 0
CRH PLC ADR 12626K203 1,178 44,713 SH   SOLE   44,713 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 1,788 62,580 SH   SOLE   62,580 0 0
CSX CORP COM 126408103 20,348 327,501 SH   SOLE   327,501 0 0
CULLEN FROST BANKERS INC COM 229899109 1,175 13,356 SH   SOLE   13,356 0 0
CUMMINS INC COM 231021106 9,460 70,788 SH   SOLE   70,788 0 0
DANA INCORPORATED COM 235825205 1,404 102,999 SH   SOLE   102,999 0 0
DARDEN RESTAURANTS INC COM 237194105 1,972 19,744 SH   SOLE   19,744 0 0
DEERE & CO COM 244199105 914 6,126 SH   SOLE   6,126 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 3,212 224,313 SH   SOLE   224,313 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 14,114 282,845 SH   SOLE   282,845 0 0
DELUXE CORP COM 248019101 1,026 26,684 SH   SOLE   26,684 0 0
DENBURY RES INC COM NEW 247916208 1,930 1,128,727 SH   SOLE   1,128,727 0 0
DISNEY WALT CO COM DISNEY 254687106 4,819 43,950 SH   SOLE   43,950 0 0
DOLBY LABORATORIES INC COM 25659T107 1,225 19,802 SH   SOLE   19,802 0 0
DOWDUPONT INC COM 26078J100 616 11,524 SH   SOLE   11,524 0 0
DUKE REALTY CORP COM NEW 264411505 237 9,133 SH   SOLE   9,133 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 3,942 27,618 SH   SOLE   27,618 0 0
DXC TECHNOLOGY CO COM 23355L106 5,682 106,869 SH   SOLE   106,869 0 0
DYCOM INDS INC COM 267475101 1,144 21,173 SH   SOLE   21,173 0 0
EASTMAN CHEM CO COM 277432100 6,128 83,822 SH   SOLE   83,822 0 0
EATON VANCE CORP COM NON VTG 278265103 1,871 53,193 SH   SOLE   53,193 0 0
EBAY INC COM 278642103 20,674 736,503 SH   SOLE   736,503 0 0
EBIX INC COM NEW 278715206 882 20,732 SH   SOLE   20,732 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 438 2,862 SH   SOLE   2,862 0 0
ELECTRONIC ARTS INC COM 285512109 26,037 329,955 SH   SOLE   329,955 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106 1,110 15,671 SH   SOLE   15,671 0 0
ENCANA CORP COM 292505104 7,643 1,322,288 SH   SOLE   1,322,288 0 0
ENCOMPASS HEALTH CORP COM 29261A100 2,477 40,146 SH   SOLE   40,146 0 0
ENSCO PLC SHS CLASS A G3157S106 129 36,136 SH   SOLE   36,136 0 0
ENTERGY CORP NEW COM 29364G103 221 2,573 SH   SOLE   2,573 0 0
EQUINIX INC COM PAR $0.001 29444U700 11,885 33,711 SH   SOLE   33,711 0 0
EQUINOR ASA SPONSORED ADR 29446M102 899 42,479 SH   SOLE   42,479 0 0
EVERCORE INC CLASS A 29977A105 1,879 26,264 SH   SOLE   26,264 0 0
EXELON CORP COM 30161N101 632 14,014 SH   SOLE   14,014 0 0
EXPEDIA GROUP INC COM NEW 30212P303 10,169 90,267 SH   SOLE   90,267 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 1,106 257,780 SH   SOLE   257,780 0 0
FERRARI N V COM N3167Y103 3,799 38,203 SH   SOLE   38,203 0 0
FIFTH THIRD BANCORP COM 316773100 261 11,100 SH   SOLE   11,100 0 0
FINISAR CORP COM NEW 31787A507 1,197 55,401 SH   SOLE   55,401 0 0
FIRST HORIZON NATL CORP COM 320517105 146 11,071 SH   SOLE   11,071 0 0
FLIR SYS INC COM 302445101 2,317 53,214 SH   SOLE   53,214 0 0
FLUOR CORP NEW COM 343412102 4,377 135,936 SH   SOLE   135,936 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 15,289 1,998,521 SH   SOLE   1,998,521 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,769 72,891 SH   SOLE   72,891 0 0
FREEPORT-MCMORAN INC CL B 35671D857 12,647 1,226,660 SH   SOLE   1,226,660 0 0
FTI CONSULTING INC COM 302941109 428 6,421 SH   SOLE   6,421 0 0
GALLAGHER ARTHUR J & CO COM 363576109 3,667 49,760 SH   SOLE   49,760 0 0
GAP INC DEL COM 364760108 381 14,785 SH   SOLE   14,785 0 0
GARMIN LTD SHS H2906T109 3,556 56,166 SH   SOLE   56,166 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 1,117 48,372 SH   SOLE   48,372 0 0
GENERAL MLS INC COM 370334104 11,552 296,667 SH   SOLE   296,667 0 0
GENERAL MTRS CO COM 37045V100 1,256 37,534 SH   SOLE   37,534 0 0
GENUINE PARTS CO COM 372460105 466 4,854 SH   SOLE   4,854 0 0
GLOBAL PMTS INC COM 37940X102 2,281 22,121 SH   SOLE   22,121 0 0
GRACO INC COM 384109104 416 9,942 SH   SOLE   9,942 0 0
GRAFTECH INTL LTD COM 384313508 965 84,366 SH   SOLE   84,366 0 0
GRAINGER W W INC COM 384802104 354 1,254 SH   SOLE   1,254 0 0
GRUBHUB INC COM 400110102 10,566 137,563 SH   SOLE   137,563 0 0
HAIN CELESTIAL GROUP INC COM 405217100 693 43,693 SH   SOLE   43,693 0 0
HANOVER INS GROUP INC COM 410867105 1,458 12,483 SH   SOLE   12,483 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 7,325 164,786 SH   SOLE   164,786 0 0
HASBRO INC COM 418056107 6,155 75,756 SH   SOLE   75,756 0 0
HCA HEALTHCARE INC COM 40412C101 6,018 48,360 SH   SOLE   48,360 0 0
HEALTH INS INNOVATIONS INC COM CL A 42225K106 1,413 52,866 SH   SOLE   52,866 0 0
HELEN OF TROY CORP LTD COM G4388N106 1,450 11,052 SH   SOLE   11,052 0 0
HENRY JACK & ASSOC INC COM 426281101 4,385 34,658 SH   SOLE   34,658 0 0
HERSHEY CO COM 427866108 3,343 31,192 SH   SOLE   31,192 0 0
HESS CORP COM 42809H107 299 7,371 SH   SOLE   7,371 0 0
HILTON GRAND VACATIONS INC COM 43283X105 2,116 80,166 SH   SOLE   80,166 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 594 8,268 SH   SOLE   8,268 0 0
HONEYWELL INTL INC COM 438516106 1,059 8,015 SH   SOLE   8,015 0 0
HORIZON PHARMA PLC SHS G4617B105 1,087 55,652 SH   SOLE   55,652 0 0
HORMEL FOODS CORP COM 440452100 932 21,827 SH   SOLE   21,827 0 0
HP INC COM 40434L105 824 40,263 SH   SOLE   40,263 0 0
HUMANA INC COM 444859102 12,780 44,611 SH   SOLE   44,611 0 0
HUNT J B TRANS SVCS INC COM 445658107 2,985 32,079 SH   SOLE   32,079 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 1,869 9,819 SH   SOLE   9,819 0 0
HUNTSMAN CORP COM 447011107 989 51,296 SH   SOLE   51,296 0 0
ICON PLC SHS G4705A100 970 7,505 SH   SOLE   7,505 0 0
IDEXX LABS INC COM 45168D104 2,540 13,653 SH   SOLE   13,653 0 0
IHS MARKIT LTD SHS G47567105 4,921 102,582 SH   SOLE   102,582 0 0
II VI INC COM 902104108 1,144 35,233 SH   SOLE   35,233 0 0
INGERSOLL-RAND PLC SHS G47791101 8,337 91,384 SH   SOLE   91,384 0 0
INOGEN INC COM 45780L104 3,639 29,308 SH   SOLE   29,308 0 0
INSPERITY INC COM 45778Q107 1,944 20,822 SH   SOLE   20,822 0 0
INTEL CORP COM 458140100 972 20,708 SH   SOLE   20,708 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 1,096 10,875 SH   SOLE   10,875 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 300 3,985 SH   SOLE   3,985 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 38,022 334,492 SH   SOLE   334,492 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 241 1,793 SH   SOLE   1,793 0 0
INTERPUBLIC GROUP COS INC COM 460690100 1,546 74,922 SH   SOLE   74,922 0 0
INTL PAPER CO COM 460146103 2,728 67,580 SH   SOLE   67,580 0 0
INTUIT COM 461202103 819 4,159 SH   SOLE   4,159 0 0
INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 6,482 138,940 SH   SOLE   138,940 0 0
INVESCO LTD SHS G491BT108 5,930 354,243 SH   SOLE   354,243 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 62,189 403,143 SH   SOLE   403,143 0 0
IPG PHOTONICS CORP COM 44980X109 5,039 44,477 SH   SOLE   44,477 0 0
IQIYI INC SPONSORED ADS 46267X108 3,250 218,538 SH   SOLE   218,538 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 255 3,667 SH   SOLE   3,667 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 18,502 365,010 SH   SOLE   365,010 0 0
ISHARES TR IBOXX HI YD ETF 464288513 75,974 936,796 SH   SOLE   936,796 0 0
ISHARES TR JPMORGAN USD EMG 464288281 13,046 125,552 SH   SOLE   125,552 0 0
ISHARES TR MSCI EAFE ETF 464287465 82,287 1,399,912 SH   SOLE   1,399,912 0 0
ISHARES TR NASDAQ BIOTECH 464287556 5,583 57,895 SH   SOLE   57,895 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 2,728 16,240 SH   SOLE   16,240 0 0
ISHARES TR SELECT DIVID ETF 464287168 539 6,039 SH   SOLE   6,039 0 0
ISHARES TR S&P US PFD STK 464288687 5,794 169,269 SH   SOLE   169,269 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 501 24,185 SH   SOLE   24,185 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 3,270 26,377 SH   SOLE   26,377 0 0
JOHNSON & JOHNSON COM 478160104 465 3,605 SH   SOLE   3,605 0 0
JOHNSON CTLS INTL PLC SHS G51502105 8,237 277,824 SH   SOLE   277,824 0 0
JONES LANG LASALLE INC COM 48020Q107 2,697 21,302 SH   SOLE   21,302 0 0
JUNIPER NETWORKS INC COM 48203R104 2,556 94,965 SH   SOLE   94,965 0 0
KAR AUCTION SVCS INC COM 48238T109 1,016 21,285 SH   SOLE   21,285 0 0
KB HOME COM 48666K109 1,433 75,000 SH   SOLE   75,000 0 0
KELLOGG CO COM 487836108 452 7,930 SH   SOLE   7,930 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 370 5,961 SH   SOLE   5,961 0 0
KIMBERLY CLARK CORP COM 494368103 846 7,424 SH   SOLE   7,424 0 0
KINDER MORGAN INC DEL COM 49456B101 7,659 497,982 SH   SOLE   497,982 0 0
KORN FERRY INTL COM NEW 500643200 561 14,200 SH   SOLE   14,200 0 0
KOSMOS ENERGY LTD SHS G5315B107 595 146,072 SH   SOLE   146,072 0 0
L3 TECHNOLOGIES INC COM 502413107 3,511 20,219 SH   SOLE   20,219 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 2,289 18,117 SH   SOLE   18,117 0 0
LAMB WESTON HLDGS INC COM 513272104 1,337 18,180 SH   SOLE   18,180 0 0
LAREDO PETROLEUM INC COM 516806106 295 81,608 SH   SOLE   81,608 0 0
LEAR CORP COM NEW 521865204 5,266 42,864 SH   SOLE   42,864 0 0
LEGG MASON INC COM 524901105 1,386 54,340 SH   SOLE   54,340 0 0
LEIDOS HLDGS INC COM 525327102 3,055 57,943 SH   SOLE   57,943 0 0
LENNAR CORP CL A 526057104 9,083 232,010 SH   SOLE   232,010 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 565 15,340 SH   SOLE   15,340 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 864 23,359 SH   SOLE   23,359 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 5,513 40,628 SH   SOLE   40,628 0 0
LILLY ELI & CO COM 532457108 827 7,146 SH   SOLE   7,146 0 0
LINCOLN NATL CORP IND COM 534187109 355 6,914 SH   SOLE   6,914 0 0
LIVANOVA PLC SHS G5509L101 2,737 29,917 SH   SOLE   29,917 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 13,080 157,290 SH   SOLE   157,290 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 1,878 16,664 SH   SOLE   16,664 0 0
MANPOWERGROUP INC COM 56418H100 5,842 90,156 SH   SOLE   90,156 0 0
MARRIOTT INTL INC NEW CL A 571903202 539 4,969 SH   SOLE   4,969 0 0
MARSH & MCLENNAN COS INC COM 571748102 7,814 97,985 SH   SOLE   97,985 0 0
MCCORMICK & CO INC COM NON VTG 579780206 511 3,670 SH   SOLE   3,670 0 0
MEDIFAST INC COM 58470H101 2,443 19,540 SH   SOLE   19,540 0 0
MEDTRONIC PLC SHS G5960L103 24,984 274,666 SH   SOLE   274,666 0 0
MICROSOFT CORP COM 594918104 18,179 178,983 SH   SOLE   178,983 0 0
MKS INSTRUMENT INC COM 55306N104 1,783 27,592 SH   SOLE   27,592 0 0
MOLINA HEALTHCARE INC COM 60855R100 3,837 33,016 SH   SOLE   33,016 0 0
MOLSON COORS BREWING CO CL B 60871R209 4,160 74,069 SH   SOLE   74,069 0 0
MOMO INC ADR 60879B107 5,016 211,202 SH   SOLE   211,202 0 0
MYRIAD GENETICS INC COM 62855J104 698 24,023 SH   SOLE   24,023 0 0
NABORS INDUSTRIES LTD SHS G6359F103 1,126 562,951 SH   SOLE   562,951 0 0
NATIONAL BEVERAGE CORP COM 635017106 637 8,879 SH   SOLE   8,879 0 0
NATIONAL INSTRS CORP COM 636518102 1,685 37,134 SH   SOLE   37,134 0 0
NEKTAR THERAPEUTICS COM 640268108 10,638 323,645 SH   SOLE   323,645 0 0
NETFLIX INC COM 64110L106 48,179 180,001 SH   SOLE   180,001 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 4,331 60,654 SH   SOLE   60,654 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 1,437 26,209 SH   SOLE   26,209 0 0
NEW RELIC INC COM 64829B100 669 8,266 SH   SOLE   8,266 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 704 30,185 SH   SOLE   30,185 0 0
NIKE INC CL B 654106103 4,681 63,135 SH   SOLE   63,135 0 0
NORDSTROM INC COM 655664100 387 8,313 SH   SOLE   8,313 0 0
NORFOLK SOUTHERN CORP COM 655844108 7,403 49,505 SH   SOLE   49,505 0 0
NORTHROP GRUMMAN CORP COM 666807102 10,243 41,825 SH   SOLE   41,825 0 0
NUTANIX INC CL A 67059N108 221 5,313 SH   SOLE   5,313 0 0
NVENT ELECTRIC PLC SHS G6700G107 557 24,806 SH   SOLE   24,806 0 0
NVIDIA CORP COM 67066G104 40,477 303,200 SH   SOLE   303,200 0 0
OASIS PETE INC NEW COM 674215108 431 77,869 SH   SOLE   77,869 0 0
OMNICOM GROUP INC COM 681919106 10,158 138,699 SH   SOLE   138,699 0 0
OWENS CORNING NEW COM 690742101 8,352 189,896 SH   SOLE   189,896 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 1,171 27,216 SH   SOLE   27,216 0 0
PANDORA MEDIA INC COM 698354107 100 12,300 SH   SOLE   12,300 0 0
PARK HOTELS RESORTS INC COM 700517105 1,701 65,459 SH   SOLE   65,459 0 0
PEPSICO INC COM 713448108 29,921 270,826 SH   SOLE   270,826 0 0
PETIQ INC COM CL A 71639T106 774 32,984 SH   SOLE   32,984 0 0
PG&E CORP COM 69331C108 9,213 387,896 SH   SOLE   387,896 0 0
PHILLIPS 66 COM 718546104 15,485 179,748 SH   SOLE   179,748 0 0
PINNACLE WEST CAP CORP COM 723484101 660 7,750 SH   SOLE   7,750 0 0
PIONEER NAT RES CO COM 723787107 401 3,046 SH   SOLE   3,046 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 1,466 89,680 SH   SOLE   89,680 0 0
PLANTRONICS INC NEW COM 727493108 1,406 42,463 SH   SOLE   42,463 0 0
PRICE T ROWE GROUP INC COM 74144T108 6,362 68,908 SH   SOLE   68,908 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 1,245 28,184 SH   SOLE   28,184 0 0
PROCTER AND GAMBLE CO COM 742718109 1,512 16,452 SH   SOLE   16,452 0 0
PROGRESSIVE CORP OHIO COM 743315103 5,127 84,984 SH   SOLE   84,984 0 0
PROLOGIS INC COM 74340W103 425 7,235 SH   SOLE   7,235 0 0
PRUDENTIAL FINL INC COM 744320102 537 6,591 SH   SOLE   6,591 0 0
PTC THERAPEUTICS INC COM 69366J200 428 12,461 SH   SOLE   12,461 0 0
PVH CORP COM 693656100 7,718 83,035 SH   SOLE   83,035 0 0
RAYTHEON CO COM NEW 755111507 17,758 115,802 SH   SOLE   115,802 0 0
REGENXBIO INC COM 75901B107 373 8,893 SH   SOLE   8,893 0 0
REGIONS FINL CORP NEW COM 7591EP100 6,656 497,485 SH   SOLE   497,485 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 375 2,672 SH   SOLE   2,672 0 0
REPLIGEN CORP COM 759916109 276 5,231 SH   SOLE   5,231 0 0
REPUBLIC SVCS INC COM 760759100 5,724 79,401 SH   SOLE   79,401 0 0
RESMED INC COM 761152107 421 3,693 SH   SOLE   3,693 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 963 18,408 SH   SOLE   18,408 0 0
ROBERT HALF INTL INC COM 770323103 2,637 46,107 SH   SOLE   46,107 0 0
ROCKWELL AUTOMATION INC COM 773903109 10,547 70,089 SH   SOLE   70,089 0 0
ROKU INC COM CL A 77543R102 19,471 635,465 SH   SOLE   635,465 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 247 3,600 SH   SOLE   3,600 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 864 8,834 SH   SOLE   8,834 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 2,071 29,028 SH   SOLE   29,028 0 0
S&P GLOBAL INC COM 78409V104 11,453 67,394 SH   SOLE   67,394 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 1,018 43,342 SH   SOLE   43,342 0 0
SALESFORCE COM INC COM 79466L302 599 4,373 SH   SOLE   4,373 0 0
SAREPTA THERAPEUTICS INC COM 803607100 4,440 40,684 SH   SOLE   40,684 0 0
SCHLUMBERGER LTD COM 806857108 27,160 752,758 SH   SOLE   752,758 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 2,917 75,587 SH   SOLE   75,587 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 37,431 378,053 SH   SOLE   378,053 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 50,618 816,681 SH   SOLE   816,681 0 0
SEMPRA ENERGY COM 816851109 1,447 13,370 SH   SOLE   13,370 0 0
SHUTTERFLY INC COM 82568P304 2,512 62,385 SH   SOLE   62,385 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 1,958 35,421 SH   SOLE   35,421 0 0
SMUCKER J M CO COM NEW 832696405 310 3,317 SH   SOLE   3,317 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 3,759 107,080 SH   SOLE   107,080 0 0
SONOCO PRODS CO COM 835495102 1,258 23,675 SH   SOLE   23,675 0 0
SONY CORP SPONSORED ADR 835699307 1,472 30,498 SH   SOLE   30,498 0 0
SOUTHERN COPPER CORP COM 84265V105 1,749 56,829 SH   SOLE   56,829 0 0
SOUTHWEST AIRLS CO COM 844741108 690 14,849 SH   SOLE   14,849 0 0
SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 23,860 710,332 SH   SOLE   710,332 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 524 12,408 SH   SOLE   12,408 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 1,034 29,324 SH   SOLE   29,324 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,197 28,165 SH   SOLE   28,165 0 0
SQUARE INC CL A 852234103 40,597 723,779 SH   SOLE   723,779 0 0
STAMPS COM INC COM NEW 852857200 4,069 26,143 SH   SOLE   26,143 0 0
STARBUCKS CORP COM 855244109 35,435 550,230 SH   SOLE   550,230 0 0
STARS GROUP INC COM 85570W100 2,175 131,672 SH   SOLE   131,672 0 0
STATE STR CORP COM 857477103 3,312 52,506 SH   SOLE   52,506 0 0
STEEL DYNAMICS INC COM 858119100 4,793 159,542 SH   SOLE   159,542 0 0
STERICYCLE INC COM 858912108 511 13,940 SH   SOLE   13,940 0 0
STITCH FIX INC COM CL A 860897107 3,216 188,184 SH   SOLE   188,184 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 3,222 232,150 SH   SOLE   232,150 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 1,389 414,479 SH   SOLE   414,479 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 1,357 40,842 SH   SOLE   40,842 0 0
SVB FINL GROUP COM 78486Q101 2,123 11,181 SH   SOLE   11,181 0 0
SYNCHRONY FINL COM 87165B103 8,953 381,642 SH   SOLE   381,642 0 0
SYNOVUS FINL CORP COM NEW 87161C501 3,264 102,042 SH   SOLE   102,042 0 0
SYSCO CORP COM 871829107 1,565 24,971 SH   SOLE   24,971 0 0
TABULA RASA HEALTHCARE INC COM 873379101 450 7,064 SH   SOLE   7,064 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 240 2,330 SH   SOLE   2,330 0 0
TAPESTRY INC COM 876030107 7,410 219,553 SH   SOLE   219,553 0 0
TATA MTRS LTD SPONSORED ADR 876568502 2,074 170,306 SH   SOLE   170,306 0 0
TE CONNECTIVITY LTD REG SHS H84989104 2,643 34,942 SH   SOLE   34,942 0 0
TELADOC HEALTH INC COM 87918A105 5,952 120,067 SH   SOLE   120,067 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 275 8,463 SH   SOLE   8,463 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 2,032 118,570 SH   SOLE   118,570 0 0
TENNECO INC CL A VTG COM STK 880349105 254 9,267 SH   SOLE   9,267 0 0
TERADYNE INC COM 880770102 869 27,700 SH   SOLE   27,700 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 643 12,584 SH   SOLE   12,584 0 0
TEXAS INSTRS INC COM 882508104 23,692 250,714 SH   SOLE   250,714 0 0
TIFFANY & CO NEW COM 886547108 8,996 111,734 SH   SOLE   111,734 0 0
TOLL BROTHERS INC COM 889478103 220 6,693 SH   SOLE   6,693 0 0
TOPBUILD CORP COM 89055F103 1,071 23,810 SH   SOLE   23,810 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 2,010 40,434 SH   SOLE   40,434 0 0
TOTAL SYS SVCS INC COM 891906109 5,803 71,383 SH   SOLE   71,383 0 0
TRANSUNION COM 89400J107 4,260 74,993 SH   SOLE   74,993 0 0
TRAVELERS COMPANIES INC COM 89417E109 11,271 94,121 SH   SOLE   94,121 0 0
TREX CO INC COM 89531P105 550 9,270 SH   SOLE   9,270 0 0
TUPPERWARE BRANDS CORP COM 899896104 1,431 45,333 SH   SOLE   45,333 0 0
U S SILICA HLDGS INC COM 90346E103 247 24,290 SH   SOLE   24,290 0 0
UBS GROUP AG SHS H42097107 883 71,295 SH   SOLE   71,295 0 0
UNILEVER N V N Y SHS NEW 904784709 3,211 59,679 SH   SOLE   59,679 0 0
UNILEVER PLC SPON ADR NEW 904767704 2,601 49,785 SH   SOLE   49,785 0 0
UNITED NAT FOODS INC COM 911163103 1,559 147,179 SH   SOLE   147,179 0 0
UNITED PARCEL SERVICE INC CL B 911312106 741 7,594 SH   SOLE   7,594 0 0
V F CORP COM 918204108 10,897 152,751 SH   SOLE   152,751 0 0
VALERO ENERGY CORP NEW COM 91913Y100 20,624 275,096 SH   SOLE   275,096 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 24,725 331,568 SH   SOLE   331,568 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 2,530 19,165 SH   SOLE   19,165 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 8,125 178,267 SH   SOLE   178,267 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 34,856 914,857 SH   SOLE   914,857 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 11,967 246,132 SH   SOLE   246,132 0 0
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 29,084 783,933 SH   SOLE   783,933 0 0
VARIAN MED SYS INC COM 92220P105 4,374 38,603 SH   SOLE   38,603 0 0
VARONIS SYS INC COM 922280102 1,052 19,888 SH   SOLE   19,888 0 0
VECTOR GROUP LTD COM 92240M108 120 12,288 SH   SOLE   12,288 0 0
VEONEER INCORPORATED COM 92336X109 1,148 48,700 SH   SOLE   48,700 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 26,727 475,403 SH   SOLE   475,403 0 0
VIKING THERAPEUTICS INC COM 92686J106 161 20,991 SH   SOLE   20,991 0 0
VISA INC COM CL A 92826C839 388 2,940 SH   SOLE   2,940 0 0
VISTEON CORP COM NEW 92839U206 3,112 51,626 SH   SOLE   51,626 0 0
VMWARE INC CL A COM 928563402 847 6,179 SH   SOLE   6,179 0 0
VONAGE HLDGS CORP COM 92886T201 1,144 131,000 SH   SOLE   131,000 0 0
VULCAN MATLS CO COM 929160109 7,370 74,596 SH   SOLE   74,596 0 0
W & T OFFSHORE INC COM 92922P106 159 38,600 SH   SOLE   38,600 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 5,140 133,339 SH   SOLE   133,339 0 0
WELBILT INC COM 949090104 996 89,609 SH   SOLE   89,609 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 10,146 42,976 SH   SOLE   42,976 0 0
WESTERN DIGITAL CORP COM 958102105 14,042 379,816 SH   SOLE   379,816 0 0
WESTLAKE CHEM CORP COM 960413102 4,607 69,628 SH   SOLE   69,628 0 0
WEYERHAEUSER CO COM 962166104 368 16,830 SH   SOLE   16,830 0 0
WHIRLPOOL CORP COM 963320106 6,831 63,922 SH   SOLE   63,922 0 0
WHITING PETE CORP NEW COM NEW 966387409 6,839 301,427 SH   SOLE   301,427 0 0
WILLIAMS COS INC DEL COM 969457100 14,625 663,282 SH   SOLE   663,282 0 0
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 2,668 47,263 SH   SOLE   47,263 0 0
WIX COM LTD SHS M98068105 2,048 22,670 SH   SOLE   22,670 0 0
WORKDAY INC CL A 98138H101 9,386 58,780 SH   SOLE   58,780 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 2,291 63,916 SH   SOLE   63,916 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 457 10,066 SH   SOLE   10,066 0 0
XEROX CORP COM NEW 984121608 272 13,767 SH   SOLE   13,767 0 0
YY INC ADS REPCOM CLA 98426T106 389 6,500 SH   SOLE   6,500 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 413 3,985 SH   SOLE   3,985 0 0