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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   5,457,382 34,109 SH   SOLE   0 0 34,109
AAON INC COM PAR $0.004 000360206   3,803,331 75,076 SH   SOLE   0 0 75,076
ABB LTD SPONSORED ADR 000375204   3,116,798 147,112 SH   SOLE   0 0 147,112
ABBOTT LABS COM 002824100   5,106,180 58,003 SH   SOLE   0 0 58,003
ABBVIE INC COM 00287Y109   2,782,119 36,273 SH   SOLE   0 0 36,273
ADOBE INC COM 00724F101   3,811,353 10,649 SH   SOLE   0 0 10,649
ADVANCED MICRO DEVICES INC COM 007903107   1,904,129 65,053 SH   SOLE   0 0 65,053
AGILENT TECHNOLOGIES INC COM 00846U101   4,117,894 49,990 SH   SOLE   0 0 49,990
AGREE REALTY CORP COM 008492100   1,041,455 15,011 SH   SOLE   0 0 15,011
AIR PRODS & CHEMS INC COM 009158106   5,709,165 24,703 SH   SOLE   0 0 24,703
AKAMAI TECHNOLOGIES INC COM 00971T101   2,577,801 25,826 SH   SOLE   0 0 25,826
ALBEMARLE CORP COM 012653101   2,083,900 26,990 SH   SOLE   0 0 26,990
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,175,571 7,427 SH   SOLE   0 0 7,427
ALEXION PHARMACEUTICALS INC COM 015351109   770,820 7,159 SH   SOLE   0 0 7,159
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,064,095 5,572 SH   SOLE   0 0 5,572
ALLEGION PUB LTD CO ORD SHS G0176J109   1,145,212 11,126 SH   SOLE   0 0 11,126
ALPHABET INC CAP STK CL A 02079K305   9,671,063 7,313 SH   SOLE   0 0 7,313
ALTERYX INC COM CL A 02156B103   246,334 1,813 SH   SOLE   0 0 1,813
AMAZON COM INC COM 023135106   240,121 138 SH   SOLE   0 0 138
AMBARELLA INC SHS G037AX101   1,035,843 19,094 SH   SOLE   0 0 19,094
AMDOCS LTD SHS G02602103   671,627 10,534 SH   SOLE   0 0 10,534
AMERICAN HOMES 4 RENT CL A 02665T306   985,800 37,348 SH   SOLE   0 0 37,348
AMERICAN TOWER CORP NEW COM 03027X100   3,953,434 16,441 SH   SOLE   0 0 16,441
AMERICOLD RLTY TR COM 03064D108   511,776 13,954 SH   SOLE   0 0 13,954
AMGEN INC COM 031162100   3,269,553 14,894 SH   SOLE   0 0 14,894
AMN HEALTHCARE SERVICES INC COM 001744101   2,103,208 41,831 SH   SOLE   0 0 41,831
AMPHENOL CORP NEW CL A 032095101   4,556,325 47,396 SH   SOLE   0 0 47,396
ANGIODYNAMICS INC COM 03475V101   668,603 46,774 SH   SOLE   0 0 46,774
ANSYS INC COM 03662Q105   2,593,132 10,779 SH   SOLE   0 0 10,779
APPLE INC COM 037833100   22,059,109 75,477 SH   SOLE   0 0 75,477
APPLIED MATLS INC COM 038222105   4,509,253 82,017 SH   SOLE   0 0 82,017
APTIV PLC SHS G6095L109   3,821,706 46,155 SH   SOLE   0 0 46,155
ARISTA NETWORKS INC COM 040413106   1,408,235 6,273 SH   SOLE   0 0 6,273
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,003,939 6,607 SH   SOLE   0 0 6,607
ASPEN TECHNOLOGY INC COM 045327103   1,812,400 14,725 SH   SOLE   0 0 14,725
ASTRAZENECA PLC SPONSORED ADR 046353108   1,427,758 29,261 SH   SOLE   0 0 29,261
ATLASSIAN CORP PLC CL A G06242104   2,590,877 15,814 SH   SOLE   0 0 15,814
ATMOS ENERGY CORP COM 049560105   1,489,604 14,959 SH   SOLE   0 0 14,959
AUTOLIV INC COM 052800109   317,419 4,036 SH   SOLE   0 0 4,036
AUTOMATIC DATA PROCESSING IN COM 053015103   3,776,706 24,320 SH   SOLE   0 0 24,320
AUTOZONE INC COM 053332102   4,930,451 4,456 SH   SOLE   0 0 4,456
AVALARA INC COM 05338G106   4,203,456 41,350 SH   SOLE   0 0 41,350
AVALONBAY CMNTYS INC COM 053484101   2,607,910 14,107 SH   SOLE   0 0 14,107
AVERY DENNISON CORP COM 053611109   1,870,901 16,435 SH   SOLE   0 0 16,435
BALCHEM CORP COM 057665200   1,311,989 13,533 SH   SOLE   0 0 13,533
BARNES GROUP INC COM 067806109   606,483 11,812 SH   SOLE   0 0 11,812
BARRICK GOLD CORPORATION COM 067901108   2,298,927 105,793 SH   SOLE   0 0 105,793
BECTON DICKINSON & CO COM 075887109   3,733,518 15,193 SH   SOLE   0 0 15,193
BEST BUY INC COM 086516101   4,736,072 60,745 SH   SOLE   0 0 60,745
BIO TECHNE CORP COM 09073M104   1,308,027 5,594 SH   SOLE   0 0 5,594
BIOGEN INC COM 09062X103   2,038,131 7,973 SH   SOLE   0 0 7,973
BIOMARIN PHARMACEUTICAL INC COM 09061G101   1,341,032 14,062 SH   SOLE   0 0 14,062
BLACK KNIGHT INC COM 09215C105   605,338 8,343 SH   SOLE   0 0 8,343
BLACKLINE INC COM 09239B109   5,474,065 81,656 SH   SOLE   0 0 81,656
BOOKING HLDGS INC COM 09857L108   1,788,894 1,008 SH   SOLE   0 0 1,008
BOOT BARN HLDGS INC COM 099406100   469,017 21,754 SH   SOLE   0 0 21,754
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,883,465 26,519 SH   SOLE   0 0 26,519
BORGWARNER INC COM 099724106   354,885 9,677 SH   SOLE   0 0 9,677
BRIGHT HORIZONS FAM SOL IN D COM 109194100   1,571,399 11,657 SH   SOLE   0 0 11,657
BROADCOM INC COM 11135F101   2,271,742 7,650 SH   SOLE   0 0 7,650
BROOKS AUTOMATION INC COM 114340102   614,795 15,281 SH   SOLE   0 0 15,281
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   1,988,058 24,249 SH   SOLE   0 0 24,249
CABLE ONE INC COM 12685J105   861,042 513 SH   SOLE   0 0 513
CADENCE DESIGN SYSTEM INC COM 127387108   5,358,910 66,932 SH   SOLE   0 0 66,932
CAMDEN PPTY TR SH BEN INT 133131102   1,591,099 15,750 SH   SOLE   0 0 15,750
CARETRUST REIT INC COM 14174T107   425,137 20,932 SH   SOLE   0 0 20,932
CARLISLE COS INC COM 142339100   1,023,874 7,035 SH   SOLE   0 0 7,035
CARPENTER TECHNOLOGY CORP COM 144285103   436,586 8,490 SH   SOLE   0 0 8,490
CARTERS INC COM 146229109   859,897 9,731 SH   SOLE   0 0 9,731
CBRE GROUP INC CL A 12504L109   705,191 15,595 SH   SOLE   0 0 15,595
CDW CORP COM 12514G108   800,674 6,840 SH   SOLE   0 0 6,840
CERIDIAN HCM HLDG INC COM 15677J108   357,876 5,564 SH   SOLE   0 0 5,564
CERNER CORP COM 156782104   2,875,762 42,068 SH   SOLE   0 0 42,068
CHARLES RIV LABS INTL INC COM 159864107   1,626,029 10,599 SH   SOLE   0 0 10,599
CHEMED CORP NEW COM 16359R103   1,457,578 3,356 SH   SOLE   0 0 3,356
CHEVRON CORP NEW COM 166764100   7,551,315 73,894 SH   SOLE   0 0 73,894
CHOICE HOTELS INTL INC COM 169905106   1,169,655 13,938 SH   SOLE   0 0 13,938
CHURCH & DWIGHT INC COM 171340102   2,984,601 39,143 SH   SOLE   0 0 39,143
CINTAS CORP COM 172908105   6,508,080 24,345 SH   SOLE   0 0 24,345
CISCO SYS INC COM 17275R102   2,303,195 47,992 SH   SOLE   0 0 47,992
CITRIX SYS INC COM 177376100   5,504,727 45,201 SH   SOLE   0 0 45,201
CLOROX CO DEL COM 189054109   5,876,586 31,967 SH   SOLE   0 0 31,967
COCA COLA CO COM 191216100   3,573,353 72,569 SH   SOLE   0 0 72,569
COCA COLA EUROPEAN PARTNERS SHS G25839104   1,216,204 22,570 SH   SOLE   0 0 22,570
COGNEX CORP COM 192422103   787,203 14,464 SH   SOLE   0 0 14,464
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   2,380,599 40,805 SH   SOLE   0 0 40,805
COLGATE PALMOLIVE CO COM 194162103   3,186,008 43,416 SH   SOLE   0 0 43,416
COLUMBIA SPORTSWEAR CO COM 198516106   3,022,150 34,099 SH   SOLE   0 0 34,099
COMFORT SYS USA INC COM 199908104   528,099 12,959 SH   SOLE   0 0 12,959
COMMUNITY HEALTHCARE TR INC COM 20369C106   333,017 7,798 SH   SOLE   0 0 7,798
CONOCOPHILLIPS COM 20825C104   289,782 6,869 SH   SOLE   0 0 6,869
COPART INC COM 217204106   4,284,423 52,825 SH   SOLE   0 0 52,825
CORESITE RLTY CORP COM 21870Q105   2,359,647 19,426 SH   SOLE   0 0 19,426
CORNING INC COM 219350105   3,717,065 136,431 SH   SOLE   0 0 136,431
CORTEVA INC COM 22052L104   1,264,251 46,373 SH   SOLE   0 0 46,373
COSTAR GROUP INC COM 22160N109   962,029 1,470 SH   SOLE   0 0 1,470
COUPA SOFTWARE INC COM 22266L106   519,323 2,420 SH   SOLE   0 0 2,420
CROWN CASTLE INTL CORP NEW COM 22822V101   4,340,393 27,736 SH   SOLE   0 0 27,736
CSW INDUSTRIALS INC COM 126402106   462,749 6,696 SH   SOLE   0 0 6,696
CTS CORP COM 126501105   802,609 30,883 SH   SOLE   0 0 30,883
CUMMINS INC COM 231021106   3,618,440 21,529 SH   SOLE   0 0 21,529
DELTA AIR LINES INC DEL COM NEW 247361702   761,342 14,046 SH   SOLE   0 0 14,046
DEXCOM INC COM 252131107   3,715,672 12,946 SH   SOLE   0 0 12,946
DIAMONDBACK ENERGY INC COM 25278X109   275,216 3,204 SH   SOLE   0 0 3,204
DIGITAL RLTY TR INC COM 253868103   2,274,204 16,718 SH   SOLE   0 0 16,718
DOCUSIGN INC COM 256163106   3,782,933 45,053 SH   SOLE   0 0 45,053
DOLLAR GEN CORP NEW COM 256677105   6,095,187 34,873 SH   SOLE   0 0 34,873
DOLLAR TREE INC COM 256746108   311,996 3,016 SH   SOLE   0 0 3,016
DOMINOS PIZZA INC COM 25754A201   706,000 1,911 SH   SOLE   0 0 1,911
DONALDSON INC COM 257651109   2,467,981 49,169 SH   SOLE   0 0 49,169
DORMAN PRODUCTS INC COM 258278100   1,373,905 18,910 SH   SOLE   0 0 18,910
DOVER CORP COM 260003108   4,438,245 45,279 SH   SOLE   0 0 45,279
DUKE REALTY CORP COM NEW 264411505   2,121,369 61,126 SH   SOLE   0 0 61,126
EATON CORP PLC SHS G29183103   1,062,665 12,450 SH   SOLE   0 0 12,450
ECOLAB INC COM 278865100   4,903,125 24,703 SH   SOLE   0 0 24,703
EDWARDS LIFESCIENCES CORP COM 28176E108   2,353,627 22,263 SH   SOLE   0 0 22,263
EMERSON ELEC CO COM 291011104   4,871,682 75,513 SH   SOLE   0 0 75,513
ENCOMPASS HEALTH CORP COM 29261A100   312,224 4,934 SH   SOLE   0 0 4,934
ENVESTNET INC COM 29404K106   448,231 6,763 SH   SOLE   0 0 6,763
EPAM SYS INC COM 29414B104   3,233,587 14,890 SH   SOLE   0 0 14,890
EQUINIX INC COM 29444U700   4,193,886 6,564 SH   SOLE   0 0 6,564
EQUITY LIFESTYLE PPTYS INC COM 29472R108   4,836,262 56,089 SH   SOLE   0 0 56,089
EQUITY RESIDENTIAL SH BEN INT 29476L107   2,333,418 32,183 SH   SOLE   0 0 32,183
ESSEX PPTY TR INC COM 297178105   1,545,584 5,567 SH   SOLE   0 0 5,567
ETSY INC COM 29786A106   1,223,960 15,030 SH   SOLE   0 0 15,030
EXACT SCIENCES CORP COM 30063P105   386,904 4,365 SH   SOLE   0 0 4,365
EXELIXIS INC COM 30161Q104   267,606 12,920 SH   SOLE   0 0 12,920
EXPEDIA GROUP INC COM NEW 30212P303   1,057,799 7,871 SH   SOLE   0 0 7,871
EXPEDITORS INTL WASH INC COM 302130109   2,771,781 36,613 SH   SOLE   0 0 36,613
EXTRA SPACE STORAGE INC COM 30225T102   1,270,958 11,505 SH   SOLE   0 0 11,505
EXXON MOBIL CORP COM 30231G102   4,485,461 81,435 SH   SOLE   0 0 81,435
F M C CORP COM NEW 302491303   4,054,939 43,639 SH   SOLE   0 0 43,639
F5 NETWORKS INC COM 315616102   2,621,183 18,730 SH   SOLE   0 0 18,730
FACEBOOK INC CL A 30303M102   14,937,702 73,595 SH   SOLE   0 0 73,595
FACTSET RESH SYS INC COM 303075105   4,474,591 15,550 SH   SOLE   0 0 15,550
FAIR ISAAC CORP COM 303250104   253,079 701 SH   SOLE   0 0 701
FASTENAL CO COM 311900104   4,389,866 116,219 SH   SOLE   0 0 116,219
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206   664,494 4,907 SH   SOLE   0 0 4,907
FIVE BELOW INC COM 33829M101   684,441 5,866 SH   SOLE   0 0 5,866
FLOWSERVE CORP COM 34354P105   1,197,084 31,804 SH   SOLE   0 0 31,804
FORTINET INC COM 34959E109   294,040 2,748 SH   SOLE   0 0 2,748
FORWARD AIR CORP COM 349853101   1,480,302 25,973 SH   SOLE   0 0 25,973
FOX FACTORY HLDG CORP COM 35138V102   6,072,462 82,301 SH   SOLE   0 0 82,301
FRANKLIN ELEC INC COM 353514102   1,375,590 27,398 SH   SOLE   0 0 27,398
GAP INC COM 364760108   622,238 36,062 SH   SOLE   0 0 36,062
GARMIN LTD SHS H2906T109   972,695 10,667 SH   SOLE   0 0 10,667
GARTNER INC COM 366651107   2,096,079 16,037 SH   SOLE   0 0 16,037
GENTEX CORP COM 371901109   1,433,425 55,624 SH   SOLE   0 0 55,624
GENUINE PARTS CO COM 372460105   5,460,875 59,013 SH   SOLE   0 0 59,013
GETTY RLTY CORP NEW COM 374297109   401,990 12,594 SH   SOLE   0 0 12,594
GILDAN ACTIVEWEAR INC COM 375916103   2,404,464 115,683 SH   SOLE   0 0 115,683
GODADDY INC CL A 380237107   2,545,503 36,545 SH   SOLE   0 0 36,545
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101   2,755,647 33,805 SH   SOLE   0 0 33,805
GRAINGER W W INC COM 384802104   4,856,458 15,892 SH   SOLE   0 0 15,892
GRANITE CONSTR INC COM 387328107   476,186 14,821 SH   SOLE   0 0 14,821
HCP INC COM 40414L109   249,046 6,990 SH   SOLE   0 0 6,990
HEICO CORP NEW CL A 422806208   4,300,386 49,256 SH   SOLE   0 0 49,256
HELMERICH & PAYNE INC COM 423452101   532,704 13,793 SH   SOLE   0 0 13,793
HENRY SCHEIN INC COM 806407102   1,783,797 29,269 SH   SOLE   0 0 29,269
HERMITAGE OFFSHORE SERVICE L SHS G4511M108   13,933 23,100 SH   SOLE   0 0 23,100
HERSHEY CO COM 427866108   978,774 6,878 SH   SOLE   0 0 6,878
HEXCEL CORP NEW COM 428291108   2,269,857 33,126 SH   SOLE   0 0 33,126
HILL ROM HLDGS INC COM 431475102   1,801,957 16,761 SH   SOLE   0 0 16,761
HMS HLDGS CORP COM 40425J101   437,027 13,493 SH   SOLE   0 0 13,493
HOLOGIC INC COM 436440101   4,730,380 87,721 SH   SOLE   0 0 87,721
HOME DEPOT INC COM 437076102   477,679 2,002 SH   SOLE   0 0 2,002
HUBBELL INC COM 443510607   317,107 2,470 SH   SOLE   0 0 2,470
HUNT J B TRANS SVCS INC COM 445658107   848,787 7,349 SH   SOLE   0 0 7,349
ICF INTL INC COM 44925C103   386,612 4,596 SH   SOLE   0 0 4,596
IDACORP INC COM 451107106   900,844 8,004 SH   SOLE   0 0 8,004
IDEXX LABS INC COM 45168D104   368,802 1,168 SH   SOLE   0 0 1,168
IHS MARKIT LTD SHS G47567105   2,227,012 31,338 SH   SOLE   0 0 31,338
ILLINOIS TOOL WKS INC COM 452308109   5,940,683 35,919 SH   SOLE   0 0 35,919
ILLUMINA INC COM 452327109   1,015,437 2,978 SH   SOLE   0 0 2,978
IMPERIAL OIL LTD COM NEW 453038408   1,334,892 83,075 SH   SOLE   0 0 83,075
INCYTE CORP COM 45337C102   1,277,178 14,335 SH   SOLE   0 0 14,335
INGERSOLL-RAND PLC SHS G47791101   2,292,441 18,606 SH   SOLE   0 0 18,606
INSULET CORP COM 45784P101   308,185 1,716 SH   SOLE   0 0 1,716
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   1,951,260 37,230 SH   SOLE   0 0 37,230
INTEL CORP COM 458140100   2,203,121 40,023 SH   SOLE   0 0 40,023
INTUIT COM 461202103   2,077,738 7,385 SH   SOLE   0 0 7,385
INTUITIVE SURGICAL INC COM NEW 46120E602   555,955 999 SH   SOLE   0 0 999
IPG PHOTONICS CORP COM 44980X109   1,234,870 8,344 SH   SOLE   0 0 8,344
IQVIA HLDGS INC COM 46266C105   1,118,408 7,487 SH   SOLE   0 0 7,487
ISHARES SILVER TRUST ISHARES 46428Q109   182,460 10,749 SH   SOLE   0 0 10,749
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   1,488,759 12,485 SH   SOLE   0 0 12,485
JETBLUE AWYS CORP COM 477143101   296,876 17,724 SH   SOLE   0 0 17,724
JOHNSON & JOHNSON COM 478160104   8,101,402 59,907 SH   SOLE   0 0 59,907
JUNIPER NETWORKS INC COM 48203R104   298,553 13,055 SH   SOLE   0 0 13,055
KFORCE INC COM 493732101   1,145,086 34,258 SH   SOLE   0 0 34,258
KILROY RLTY CORP COM 49427F108   312,153 4,019 SH   SOLE   0 0 4,019
KIMBERLY CLARK CORP COM 494368103   5,371,646 37,908 SH   SOLE   0 0 37,908
KIRKLAND LAKE GOLD LTD COM 49741E100   2,061,330 49,984 SH   SOLE   0 0 49,984
KLA CORPORATION COM NEW 482480100   10,987,539 62,521 SH   SOLE   0 0 62,521
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303   1,949,694 41,940 SH   SOLE   0 0 41,940
KORN FERRY COM NEW 500643200   490,271 15,954 SH   SOLE   0 0 15,954
LA Z BOY INC COM 505336107   1,115,975 38,287 SH   SOLE   0 0 38,287
LABORATORY CORP AMER HLDGS COM NEW 50540R409   1,427,986 8,548 SH   SOLE   0 0 8,548
LAM RESEARCH CORP COM 512807108   5,535,720 20,072 SH   SOLE   0 0 20,072
LAUDER ESTEE COS INC CL A 518439104   3,782,959 19,539 SH   SOLE   0 0 19,539
LEAR CORP COM NEW 521865204   624,834 5,310 SH   SOLE   0 0 5,310
LHC GROUP INC COM 50187A107   2,326,080 16,412 SH   SOLE   0 0 16,412
LIFE STORAGE INC COM 53223X107   620,203 5,904 SH   SOLE   0 0 5,904
LILLY ELI & CO COM 532457108   3,097,553 22,656 SH   SOLE   0 0 22,656
LINCOLN ELEC HLDGS INC COM 533900106   306,432 3,584 SH   SOLE   0 0 3,584
LINDE PLC SHS G5494J103   3,722,317 18,413 SH   SOLE   0 0 18,413
LISTED FD TR WAHED FTSE ETF 53656F607   881,788 32,941 SH   SOLE   0 0 32,941
LITTELFUSE INC COM 537008104   1,158,424 6,663 SH   SOLE   0 0 6,663
LOWES COS INC COM 548661107   7,351,636 59,932 SH   SOLE   0 0 59,932
LTC PPTYS INC COM 502175102   661,269 12,932 SH   SOLE   0 0 12,932
LULULEMON ATHLETICA INC COM 550021109   1,645,470 5,545 SH   SOLE   0 0 5,545
MAGNA INTL INC COM 559222401   3,498,574 71,715 SH   SOLE   0 0 71,715
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105   1,384,333 46,585 SH   SOLE   0 0 46,585
MASCO CORP COM 574599106   975,299 21,415 SH   SOLE   0 0 21,415
MAXIM INTEGRATED PRODS INC COM 57772K101   1,224,122 20,988 SH   SOLE   0 0 20,988
MCCORMICK & CO INC COM NON VTG 579780206   4,241,387 25,457 SH   SOLE   0 0 25,457
MEDPACE HLDGS INC COM 58506Q109   1,009,002 11,351 SH   SOLE   0 0 11,351
MEDTRONIC PLC SHS G5960L103   7,506,027 75,191 SH   SOLE   0 0 75,191
MERCK & CO INC COM 58933Y105   2,611,079 32,334 SH   SOLE   0 0 32,334
METHODE ELECTRS INC COM 591520200   745,024 22,841 SH   SOLE   0 0 22,841
METTLER TOLEDO INTERNATIONAL COM 592688105   3,081,598 4,099 SH   SOLE   0 0 4,099
MICROSOFT CORP COM 594918104   18,509,690 108,306 SH   SOLE   0 0 108,306
MID AMER APT CMNTYS INC COM 59522J103   1,034,449 8,461 SH   SOLE   0 0 8,461
MONDELEZ INTL INC CL A 609207105   2,491,871 47,885 SH   SOLE   0 0 47,885
MONGODB INC CL A 60937P106   204,094 1,177 SH   SOLE   0 0 1,177
MONSTER BEVERAGE CORP NEW COM 61174X109   2,284,477 35,782 SH   SOLE   0 0 35,782
MOODYS CORP COM 615369105   1,273,058 5,185 SH   SOLE   0 0 5,185
MOVADO GROUP INC COM 624580106   439,288 17,671 SH   SOLE   0 0 17,671
NANOMETRICS INC COM 630077105   432,577 13,261 SH   SOLE   0 0 13,261
NATIONAL OILWELL VARCO INC COM 637071101   530,512 25,525 SH   SOLE   0 0 25,525
NETAPP INC COM 64110D104   1,786,818 37,992 SH   SOLE   0 0 37,992
NEW RELIC INC COM 64829B100   291,651 4,332 SH   SOLE   0 0 4,332
NEW YORK TIMES CO CL A 650111107   1,062,233 30,130 SH   SOLE   0 0 30,130
NEWMONT GOLDCORP CORPORATION COM 651639106   3,536,123 66,001 SH   SOLE   0 0 66,001
NIKE INC CL B 654106103   1,226,436 12,562 SH   SOLE   0 0 12,562
NIO INC SPON ADS 62914V106   192,831 24,978 SH   SOLE   0 0 24,978
NOVARTIS A G SPONSORED ADR 66987V109   2,215,569 25,420 SH   SOLE   0 0 25,420
NOVO-NORDISK A S ADR 670100205   2,733,858 47,072 SH   SOLE   0 0 47,072
NUCOR CORP COM 670346105   3,796,320 82,275 SH   SOLE   0 0 82,275
NUTANIX INC CL A 67059N108   301,389 12,066 SH   SOLE   0 0 12,066
NVIDIA CORP COM 67066G104   2,931,370 10,416 SH   SOLE   0 0 10,416
O REILLY AUTOMOTIVE INC NEW COM 67103H107   2,481,226 6,050 SH   SOLE   0 0 6,050
OKTA INC CL A 679295105   1,196,802 8,147 SH   SOLE   0 0 8,147
OLD DOMINION FREIGHT LINE IN COM 679580100   7,527,499 44,351 SH   SOLE   0 0 44,351
OLLIES BARGAIN OUTLT HLDGS I COM 681116109   8,473,474 97,812 SH   SOLE   0 0 97,812
OMNICELL INC COM 68213N109   1,530,677 21,475 SH   SOLE   0 0 21,475
OMNICOM GROUP INC COM 681919106   507,541 6,482 SH   SOLE   0 0 6,482
ORACLE CORP COM 68389X105   1,028,296 18,682 SH   SOLE   0 0 18,682
PALO ALTO NETWORKS INC COM 697435105   2,527,889 11,663 SH   SOLE   0 0 11,663
PAYCOM SOFTWARE INC COM 70432V102   7,704,312 29,044 SH   SOLE   0 0 29,044
PAYLOCITY HLDG CORP COM 70438V106   2,132,067 17,514 SH   SOLE   0 0 17,514
PC CONNECTION INC COM 69318J100   1,199,450 27,867 SH   SOLE   0 0 27,867
PENTAIR PLC SHS G7S00T104   3,254,876 85,877 SH   SOLE   0 0 85,877
PEPSICO INC COM 713448108   6,531,399 48,533 SH   SOLE   0 0 48,533
PFIZER INC COM 717081103   689,309 20,967 SH   SOLE   0 0 20,967
PHILLIPS 66 COM 718546104   1,350,156 15,996 SH   SOLE   0 0 15,996
PLANET FITNESS INC CL A 72703H101   1,160,357 19,594 SH   SOLE   0 0 19,594
PROCTER & GAMBLE CO COM 742718109   6,542,059 53,535 SH   SOLE   0 0 53,535
PROLOGIS INC COM 74340W103   4,460,811 50,066 SH   SOLE   0 0 50,066
PROS HOLDINGS INC COM 74346Y103   803,068 16,114 SH   SOLE   0 0 16,114
PS BUSINESS PKS INC CALIF COM 69360J107   1,010,587 6,436 SH   SOLE   0 0 6,436
PTC INC COM 69370C100   467,023 6,113 SH   SOLE   0 0 6,113
PUBLIC STORAGE COM 74460D109   1,558,050 6,374 SH   SOLE   0 0 6,374
QUALYS INC COM 74758T303   448,044 4,896 SH   SOLE   0 0 4,896
QUANTA SVCS INC COM 74762E102   3,597,041 93,385 SH   SOLE   0 0 93,385
QUEST DIAGNOSTICS INC COM 74834L100   1,133,368 10,285 SH   SOLE   0 0 10,285
RALPH LAUREN CORP CL A 751212101   1,137,898 15,582 SH   SOLE   0 0 15,582
RBC BEARINGS INC COM 75524B104   1,588,019 9,599 SH   SOLE   0 0 9,599
REALPAGE INC COM 75606N109   828,764 12,962 SH   SOLE   0 0 12,962
REALTY INCOME CORP COM 756109104   1,551,832 22,807 SH   SOLE   0 0 22,807
REGENCY CTRS CORP COM 758849103   449,138 6,496 SH   SOLE   0 0 6,496
REGENERON PHARMACEUTICALS COM 75886F107   2,396,238 5,488 SH   SOLE   0 0 5,488
RESMED INC COM 761152107   339,210 2,074 SH   SOLE   0 0 2,074
RINGCENTRAL INC CL A 76680R206   524,603 2,544 SH   SOLE   0 0 2,544
RIO TINTO PLC SPONSORED ADR 767204100   3,430,838 63,433 SH   SOLE   0 0 63,433
ROBERT HALF INTL INC COM 770323103   1,451,589 26,759 SH   SOLE   0 0 26,759
ROCKWELL AUTOMATION INC COM 773903109   347,112 1,889 SH   SOLE   0 0 1,889
ROLLINS INC COM 775711104   373,342 8,808 SH   SOLE   0 0 8,808
ROPER TECHNOLOGIES INC COM 776696106   4,291,351 11,528 SH   SOLE   0 0 11,528
ROSS STORES INC COM 778296103   4,054,768 44,111 SH   SOLE   0 0 44,111
RPM INTL INC COM 749685103   2,425,721 33,964 SH   SOLE   0 0 33,964
SAGE THERAPEUTICS INC COM 78667J108   386,110 4,246 SH   SOLE   0 0 4,246
SALESFORCE COM INC COM 79466L302   3,795,631 22,534 SH   SOLE   0 0 22,534
SAP SE SPON ADR 803054204   1,979,938 15,228 SH   SOLE   0 0 15,228
SAREPTA THERAPEUTICS INC COM 803607100   345,445 2,932 SH   SOLE   0 0 2,932
SBA COMMUNICATIONS CORP NEW CL A 78410G104   1,960,949 6,985 SH   SOLE   0 0 6,985
SCHLUMBERGER LTD COM 806857108   1,823,091 55,306 SH   SOLE   0 0 55,306
SEAGATE TECHNOLOGY PLC SHS G7945M107   407,862 8,425 SH   SOLE   0 0 8,425
SEATTLE GENETICS INC COM 812578102   706,782 4,161 SH   SOLE   0 0 4,161
SENSIENT TECHNOLOGIES CORP COM 81725T100   638,970 9,339 SH   SOLE   0 0 9,339
SHERWIN WILLIAMS CO COM 824348106   3,825,597 6,800 SH   SOLE   0 0 6,800
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   878,026 20,890 SH   SOLE   0 0 20,890
SKECHERS U S A INC CL A 830566105   536,094 15,600 SH   SOLE   0 0 15,600
SKYWORKS SOLUTIONS INC COM 83088M102   7,029,308 69,968 SH   SOLE   0 0 69,968
SMITH A O CORP COM 831865209   4,031,962 85,047 SH   SOLE   0 0 85,047
SNAP INC CL A 83304A106   970,837 49,026 SH   SOLE   0 0 49,026
SOLARWINDS CORP COM 83417Q105   757,942 41,968 SH   SOLE   0 0 41,968
SOUTHERN COPPER CORP COM 84265V105   3,647,065 99,230 SH   SOLE   0 0 99,230
SOUTHWEST AIRLS CO COM 844741108   2,392,966 58,247 SH   SOLE   0 0 58,247
SPDR GOLD TRUST GOLD SHS 78463V107   1,107,416 7,406 SH   SOLE   0 0 7,406
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   1,710,514 21,032 SH   SOLE   0 0 21,032
SPLUNK INC COM 848637104   1,639,233 10,357 SH   SOLE   0 0 10,357
SPS COMMERCE INC COM 78463M107   239,953 3,194 SH   SOLE   0 0 3,194
SQUARE INC CL A 852234103   3,082,743 36,921 SH   SOLE   0 0 36,921
STANDARD MTR PRODS INC COM 853666105   1,117,532 25,009 SH   SOLE   0 0 25,009
STANLEY BLACK & DECKER INC COM 854502101   3,171,187 22,396 SH   SOLE   0 0 22,396
STARBUCKS CORP COM 855244109   2,745,750 34,316 SH   SOLE   0 0 34,316
STRYKER CORP COM 863667101   1,852,353 9,366 SH   SOLE   0 0 9,366
SUN CMNTYS INC COM 866674104   4,343,898 30,577 SH   SOLE   0 0 30,577
SWITCH INC CL A 87105L104   794,267 47,504 SH   SOLE   0 0 47,504
SYKES ENTERPRISES INC COM 871237103   799,388 27,201 SH   SOLE   0 0 27,201
SYSCO CORP COM 871829107   2,751,399 50,337 SH   SOLE   0 0 50,337
TAPESTRY INC COM 876030107   854,558 33,131 SH   SOLE   0 0 33,131
TARGET CORP COM 87612E106   2,559,180 21,339 SH   SOLE   0 0 21,339
TE CONNECTIVITY LTD REG SHS H84989104   1,636,337 18,753 SH   SOLE   0 0 18,753
TELEFLEX INC COM 879369106   2,630,505 7,453 SH   SOLE   0 0 7,453
TENARIS S A SPONSORED ADS 88031M109   1,182,325 91,440 SH   SOLE   0 0 91,440
TERADYNE INC COM 880770102   667,629 7,900 SH   SOLE   0 0 7,900
TESLA INC COM 88160R101   1,065,240 1,692 SH   SOLE   0 0 1,692
TETRA TECH INC NEW COM 88162G103   1,987,067 23,844 SH   SOLE   0 0 23,844
TEXAS INSTRS INC COM 882508104   724,585 5,706 SH   SOLE   0 0 5,706
THE TRADE DESK INC COM CL A 88339J105   494,606 1,665 SH   SOLE   0 0 1,665
TIFFANY & CO NEW COM 886547108   1,917,432 19,173 SH   SOLE   0 0 19,173
TJX COS INC NEW COM 872540109   1,607,151 30,260 SH   SOLE   0 0 30,260
TRACTOR SUPPLY CO COM 892356106   922,681 8,298 SH   SOLE   0 0 8,298
TRANSUNION COM 89400J107   5,970,168 71,081 SH   SOLE   0 0 71,081
TRIMBLE INC COM 896239100   204,706 5,272 SH   SOLE   0 0 5,272
TWILIO INC CL A 90138F102   1,892,931 11,327 SH   SOLE   0 0 11,327
TWITTER INC COM 90184L102   4,309,374 121,749 SH   SOLE   0 0 121,749
TYLER TECHNOLOGIES INC COM 902252105   3,088,993 10,335 SH   SOLE   0 0 10,335
U S PHYSICAL THERAPY INC COM 90337L108   1,288,963 11,793 SH   SOLE   0 0 11,793
UBIQUITI INC COM 90353W103   681,685 4,656 SH   SOLE   0 0 4,656
UDR INC COM 902653104   790,913 18,487 SH   SOLE   0 0 18,487
ULTA BEAUTY INC COM 90384S303   3,465,152 15,414 SH   SOLE   0 0 15,414
UNILEVER PLC SPON ADR NEW 904767704   1,396,498 25,434 SH   SOLE   0 0 25,434
UNION PACIFIC CORP COM 907818108   2,024,319 12,217 SH   SOLE   0 0 12,217
UNIVERSAL DISPLAY CORP COM 91347P105   253,063 1,594 SH   SOLE   0 0 1,594
V F CORP COM 918204108   3,462,342 48,031 SH   SOLE   0 0 48,031
VAREX IMAGING CORP COM 92214X106   313,275 11,021 SH   SOLE   0 0 11,021
VEEVA SYS INC CL A COM 922475108   2,051,849 10,271 SH   SOLE   0 0 10,271
VENTAS INC COM 92276F100   244,146 3,343 SH   SOLE   0 0 3,343
VERISIGN INC COM 92343E102   4,323,676 21,869 SH   SOLE   0 0 21,869
VERISK ANALYTICS INC COM 92345Y106   1,770,331 10,734 SH   SOLE   0 0 10,734
VULCAN MATLS CO COM 929160109   1,398,392 10,889 SH   SOLE   0 0 10,889
WALGREENS BOOTS ALLIANCE INC COM 931427108   2,291,524 41,869 SH   SOLE   0 0 41,869
WASTE CONNECTIONS INC COM 94106B101   1,218,119 13,080 SH   SOLE   0 0 13,080
WATERS CORP COM 941848103   1,683,538 8,342 SH   SOLE   0 0 8,342
WELLTOWER INC COM 95040Q104   451,702 4,995 SH   SOLE   0 0 4,995
WEYERHAEUSER CO COM 962166104   1,352,132 49,047 SH   SOLE   0 0 49,047
XILINX INC COM 983919101   3,392,982 34,943 SH   SOLE   0 0 34,943
XYLEM INC COM 98419M100   992,534 13,603 SH   SOLE   0 0 13,603
ZEBRA TECHNOLOGIES CORP CL A 989207105   1,841,166 7,959 SH   SOLE   0 0 7,959
ZENDESK INC COM 98936J101   536,497 6,639 SH   SOLE   0 0 6,639
ZYNGA INC CL A 98986T108   1,564,484 203,594 SH   SOLE   0 0 203,594