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   2,388,909 17,500 SH   SOLE   0 0 17,500
AAON INC COM PAR $0.004 000360206   1,767,832 36,586 SH   SOLE   0 0 36,586
ABB LTD SPONSORED ADR 000375204   1,488,117 86,218 SH   SOLE   0 0 86,218
ABBOTT LABS COM 002824100   1,664,110 21,089 SH   SOLE   0 0 21,089
ABBVIE INC COM 00287Y109   2,657,076 34,874 SH   SOLE   0 0 34,874
ADOBE INC COM 00724F101   1,701,286 5,346 SH   SOLE   0 0 5,346
ADVANCED MICRO DEVICES INC COM 007903107   2,848,551 62,633 SH   SOLE   0 0 62,633
AGILENT TECHNOLOGIES INC COM 00846U101   1,610,421 22,486 SH   SOLE   0 0 22,486
AGREE REALTY CORP COM 008492100   457,422 7,390 SH   SOLE   0 0 7,390
AIR PRODS & CHEMS INC COM 009158106   2,243,877 11,241 SH   SOLE   0 0 11,241
AKAMAI TECHNOLOGIES INC COM 00971T101   1,109,560 12,128 SH   SOLE   0 0 12,128
ALBEMARLE CORP COM 012653101   2,206,123 39,136 SH   SOLE   0 0 39,136
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   521,927 3,808 SH   SOLE   0 0 3,808
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   534,718 2,749 SH   SOLE   0 0 2,749
ALLEGION PLC ORD SHS G0176J109   511,955 5,564 SH   SOLE   0 0 5,564
ALPHABET INC CAP STK CL A 02079K305   4,391,167 3,779 SH   SOLE   0 0 3,779
AMBARELLA INC SHS G037AX101   460,941 9,492 SH   SOLE   0 0 9,492
AMDOCS LTD SHS G02602103   256,306 4,663 SH   SOLE   0 0 4,663
AMERICAN HOMES 4 RENT CL A 02665T306   433,237 18,674 SH   SOLE   0 0 18,674
AMERICAN TOWER CORP NEW COM 03027X100   1,738,591 7,984 SH   SOLE   0 0 7,984
AMERICAN WOODMARK CORPORATIO COM 030506109   341,421 7,492 SH   SOLE   0 0 7,492
AMERICOLD RLTY TR COM 03064D108   239,085 7,024 SH   SOLE   0 0 7,024
AMGEN INC COM 031162100   1,237,988 6,107 SH   SOLE   0 0 6,107
AMN HEALTHCARE SVCS INC COM 001744101   927,646 16,046 SH   SOLE   0 0 16,046
AMPHENOL CORP NEW CL A 032095101   1,634,174 22,423 SH   SOLE   0 0 22,423
ANGIODYNAMICS INC COM 03475V101   240,606 23,069 SH   SOLE   0 0 23,069
ANSYS INC COM 03662Q105   1,984,969 8,539 SH   SOLE   0 0 8,539
APPLE INC COM 037833100   10,218,463 40,184 SH   SOLE   0 0 40,184
APPLIED MATLS INC COM 038222105   2,003,724 43,730 SH   SOLE   0 0 43,730
APTIV PLC SHS G6095L109   1,100,861 22,357 SH   SOLE   0 0 22,357
ARCHER DANIELS MIDLAND CO COM 039483102   1,177,880 33,482 SH   SOLE   0 0 33,482
ARISTA NETWORKS INC COM 040413106   635,405 3,137 SH   SOLE   0 0 3,137
ASML HOLDING N V N Y REGISTRY SHS N07059210   951,696 3,637 SH   SOLE   0 0 3,637
ASTRAZENECA PLC SPONSORED ADR 046353108   668,058 14,959 SH   SOLE   0 0 14,959
ATLASSIAN CORP PLC CL A G06242104   788,003 5,741 SH   SOLE   0 0 5,741
ATMOS ENERGY CORP COM 049560105   1,477,055 14,885 SH   SOLE   0 0 14,885
AUTOMATIC DATA PROCESSING IN COM 053015103   1,343,016 9,826 SH   SOLE   0 0 9,826
AUTOZONE INC COM 053332102   1,880,689 2,223 SH   SOLE   0 0 2,223
AVALARA INC COM 05338G106   1,397,257 18,730 SH   SOLE   0 0 18,730
AVALONBAY CMNTYS INC COM 053484101   1,042,657 7,085 SH   SOLE   0 0 7,085
AVERY DENNISON CORP COM 053611109   829,270 8,140 SH   SOLE   0 0 8,140
BAKER HUGHES COMPANY CL A 05722G100   231,275 22,026 SH   SOLE   0 0 22,026
BALCHEM CORP COM 057665200   666,835 6,755 SH   SOLE   0 0 6,755
BARNES GROUP INC COM 067806109   474,748 11,349 SH   SOLE   0 0 11,349
BARRICK GOLD CORPORATION COM 067901108   1,067,458 58,267 SH   SOLE   0 0 58,267
BECTON DICKINSON & CO COM 075887109   1,520,104 6,616 SH   SOLE   0 0 6,616
BEST BUY INC COM 086516101   1,658,386 29,094 SH   SOLE   0 0 29,094
BIOGEN INC COM 09062X103   897,247 2,836 SH   SOLE   0 0 2,836
BIOMARIN PHARMACEUTICAL INC COM 09061G101   594,227 7,032 SH   SOLE   0 0 7,032
BIO-TECHNE CORP COM 09073M104   547,406 2,887 SH   SOLE   0 0 2,887
BLACKLINE INC COM 09239B109   2,058,688 39,131 SH   SOLE   0 0 39,131
BOOKING HLDGS INC COM 09857L108   677,884 504 SH   SOLE   0 0 504
BOOT BARN HLDGS INC COM 099406100   135,462 10,477 SH   SOLE   0 0 10,477
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,816,571 26,465 SH   SOLE   0 0 26,465
BRIGHT HORIZONS FAM SOL IN D COM 109194100   596,088 5,844 SH   SOLE   0 0 5,844
BROADCOM INC COM 11135F101   924,820 3,901 SH   SOLE   0 0 3,901
BROOKS AUTOMATION INC NEW COM 114340102   259,560 8,510 SH   SOLE   0 0 8,510
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   774,693 11,702 SH   SOLE   0 0 11,702
CABLE ONE INC COM 12685J105   521,918 317 SH   SOLE   0 0 317
CADENCE DESIGN SYSTEM INC COM 127387108   2,349,700 35,580 SH   SOLE   0 0 35,580
CAMDEN PPTY TR SH BEN INT 133131102   629,146 7,940 SH   SOLE   0 0 7,940
CARETRUST REIT INC COM 14174T107   148,698 10,054 SH   SOLE   0 0 10,054
CARLISLE COS INC COM 142339100   881,345 7,035 SH   SOLE   0 0 7,035
CARTERS INC COM 146229109   479,716 7,298 SH   SOLE   0 0 7,298
CBRE GROUP INC CL A 12504L109   437,003 11,589 SH   SOLE   0 0 11,589
CDW CORP COM 12514G108   546,813 5,863 SH   SOLE   0 0 5,863
CERNER CORP COM 156782104   1,325,088 21,036 SH   SOLE   0 0 21,036
CHARLES RIV LABS INTL INC COM 159864107   670,554 5,313 SH   SOLE   0 0 5,313
CHEMED CORP NEW COM 16359R103   726,910 1,678 SH   SOLE   0 0 1,678
CHEVRON CORP NEW COM 166764100   2,264,702 31,255 SH   SOLE   0 0 31,255
CHOICE HOTELS INTL INC COM 169905106   427,831 6,985 SH   SOLE   0 0 6,985
CHURCH & DWIGHT INC COM 171340102   1,103,428 17,193 SH   SOLE   0 0 17,193
CINTAS CORP COM 172908105   1,861,137 10,744 SH   SOLE   0 0 10,744
CISCO SYS INC COM 17275R102   959,033 24,397 SH   SOLE   0 0 24,397
CITRIX SYS INC COM 177376100   3,087,014 21,809 SH   SOLE   0 0 21,809
CLOROX CO DEL COM 189054109   2,850,432 16,453 SH   SOLE   0 0 16,453
COCA COLA CO COM 191216100   1,347,360 30,449 SH   SOLE   0 0 30,449
COCA COLA EUROPEAN PARTNERS SHS G25839104   828,862 22,085 SH   SOLE   0 0 22,085
COGNEX CORP COM 192422103   305,335 7,232 SH   SOLE   0 0 7,232
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   857,091 18,444 SH   SOLE   0 0 18,444
COLGATE PALMOLIVE CO COM 194162103   1,481,899 22,331 SH   SOLE   0 0 22,331
COLUMBIA SPORTSWEAR CO COM 198516106   1,179,203 16,901 SH   SOLE   0 0 16,901
CONOCOPHILLIPS COM 20825C104   208,488 6,769 SH   SOLE   0 0 6,769
COPART INC COM 217204106   960,265 14,014 SH   SOLE   0 0 14,014
CORESITE RLTY CORP COM 21870Q105   1,090,984 9,413 SH   SOLE   0 0 9,413
CORNING INC COM 219350105   2,050,058 99,808 SH   SOLE   0 0 99,808
CORTEVA INC COM 22052L104   664,873 28,292 SH   SOLE   0 0 28,292
COSTAR GROUP INC COM 22160N109   423,762 722 SH   SOLE   0 0 722
COUPA SOFTWARE INC COM 22266L106   207,823 1,487 SH   SOLE   0 0 1,487
CROWN CASTLE INTL CORP NEW COM 22822V101   1,562,793 10,823 SH   SOLE   0 0 10,823
CTS CORP COM 126501105   386,890 15,544 SH   SOLE   0 0 15,544
CUMMINS INC COM 231021106   2,206,678 16,307 SH   SOLE   0 0 16,307
DELTA AIR LINES INC DEL COM NEW 247361702   371,025 13,005 SH   SOLE   0 0 13,005
DEXCOM INC COM 252131107   1,695,690 6,297 SH   SOLE   0 0 6,297
DIGITAL RLTY TR INC COM 253868103   1,167,142 8,402 SH   SOLE   0 0 8,402
DOCUSIGN INC COM 256163106   3,907,299 42,287 SH   SOLE   0 0 42,287
DOLLAR GEN CORP NEW COM 256677105   2,631,128 17,424 SH   SOLE   0 0 17,424
DOMINOS PIZZA INC COM 25754A201   619,298 1,911 SH   SOLE   0 0 1,911
DONALDSON INC COM 257651109   646,006 16,723 SH   SOLE   0 0 16,723
DORMAN PRODUCTS INC COM 258278100   555,716 10,055 SH   SOLE   0 0 10,055
DOVER CORP COM 260003108   1,629,229 19,409 SH   SOLE   0 0 19,409
DUKE REALTY CORP COM NEW 264411505   899,055 27,766 SH   SOLE   0 0 27,766
EATON CORP PLC SHS G29183103   490,045 6,308 SH   SOLE   0 0 6,308
ECOLAB INC COM 278865100   1,850,833 11,877 SH   SOLE   0 0 11,877
EDWARDS LIFESCIENCES CORP COM 28176E108   1,037,765 5,502 SH   SOLE   0 0 5,502
EMERSON ELEC CO COM 291011104   1,519,653 31,892 SH   SOLE   0 0 31,892
ENVESTNET INC COM 29404K106   236,399 4,396 SH   SOLE   0 0 4,396
EPAM SYS INC COM 29414B104   1,382,239 7,445 SH   SOLE   0 0 7,445
EQUINIX INC COM 29444U700   2,083,998 3,337 SH   SOLE   0 0 3,337
EQUITY LIFESTYLE PPTYS INC COM 29472R108   2,148,135 37,372 SH   SOLE   0 0 37,372
EQUITY RESIDENTIAL SH BEN INT 29476L107   997,385 16,162 SH   SOLE   0 0 16,162
ESSEX PPTY TR INC COM 297178105   617,354 2,803 SH   SOLE   0 0 2,803
ETSY INC COM 29786A106   289,684 7,536 SH   SOLE   0 0 7,536
EXPEDIA GROUP INC COM NEW 30212P303   442,748 7,868 SH   SOLE   0 0 7,868
EXPEDITORS INTL WASH INC COM 302130109   1,951,676 29,252 SH   SOLE   0 0 29,252
EXTRA SPACE STORAGE INC COM 30225T102   823,359 8,598 SH   SOLE   0 0 8,598
EXXON MOBIL CORP COM 30231G102   1,287,570 33,910 SH   SOLE   0 0 33,910
F M C CORP COM NEW 302491303   1,790,179 21,914 SH   SOLE   0 0 21,914
F5 NETWORKS INC COM 315616102   996,888 9,349 SH   SOLE   0 0 9,349
FACEBOOK INC CL A 30303M102   6,187,173 37,093 SH   SOLE   0 0 37,093
FACTSET RESH SYS INC COM 303075105   2,014,423 7,728 SH   SOLE   0 0 7,728
FASTENAL CO COM 311900104   1,834,154 58,693 SH   SOLE   0 0 58,693
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206   356,550 4,779 SH   SOLE   0 0 4,779
FIVE BELOW INC COM 33829M101   202,821 2,882 SH   SOLE   0 0 2,882
FLOWSERVE CORP COM 34354P105   378,852 15,858 SH   SOLE   0 0 15,858
FORWARD AIR CORP COM 349853101   678,684 13,399 SH   SOLE   0 0 13,399
FOX FACTORY HLDG CORP COM 35138V102   1,830,239 43,577 SH   SOLE   0 0 43,577
FRANKLIN ELEC INC COM 353514102   639,771 13,575 SH   SOLE   0 0 13,575
GARMIN LTD SHS H2906T109   398,700 5,319 SH   SOLE   0 0 5,319
GARTNER INC COM 366651107   890,987 8,948 SH   SOLE   0 0 8,948
GENUINE PARTS CO COM 372460105   1,847,023 27,432 SH   SOLE   0 0 27,432
GETTY RLTY CORP NEW COM 374297109   320,216 13,488 SH   SOLE   0 0 13,488
GILDAN ACTIVEWEAR INC COM 375916103   396,349 31,062 SH   SOLE   0 0 31,062
GODADDY INC CL A 380237107   1,043,598 18,273 SH   SOLE   0 0 18,273
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101   755,629 14,009 SH   SOLE   0 0 14,009
GRAINGER W W INC COM 384802104   1,951,541 7,853 SH   SOLE   0 0 7,853
HEALTHPEAK PROPERTIES INC COM 42250P103   292,271 12,255 SH   SOLE   0 0 12,255
HEICO CORP NEW CL A 422806208   1,429,915 22,377 SH   SOLE   0 0 22,377
HENRY SCHEIN INC COM 806407102   739,394 14,636 SH   SOLE   0 0 14,636
HERMITAGE OFFSHORE SERVICE L SHS G4511M108   7,040 11,000 SH   SOLE   0 0 11,000
HERSHEY CO COM 427866108   455,668 3,439 SH   SOLE   0 0 3,439
HEXCEL CORP NEW COM 428291108   454,201 12,213 SH   SOLE   0 0 12,213
HILL ROM HLDGS INC COM 431475102   844,537 8,395 SH   SOLE   0 0 8,395
HOLOGIC INC COM 436440101   1,469,621 41,870 SH   SOLE   0 0 41,870
HOME DEPOT INC COM 437076102   217,433 1,165 SH   SOLE   0 0 1,165
HUNT J B TRANS SVCS INC COM 445658107   338,964 3,675 SH   SOLE   0 0 3,675
ICF INTL INC COM 44925C103   486,547 7,082 SH   SOLE   0 0 7,082
IDACORP INC COM 451107106   735,898 8,382 SH   SOLE   0 0 8,382
IHS MARKIT LTD SHS G47567105   895,732 14,929 SH   SOLE   0 0 14,929
ILLINOIS TOOL WKS INC COM 452308109   2,653,155 18,668 SH   SOLE   0 0 18,668
ILLUMINA INC COM 452327109   536,567 1,965 SH   SOLE   0 0 1,965
INCYTE CORP COM 45337C102   524,970 7,169 SH   SOLE   0 0 7,169
INGERSOLL RAND INC COM 45687V106   384,594 15,508 SH   SOLE   0 0 15,508
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   712,129 15,942 SH   SOLE   0 0 15,942
INTEL CORP COM 458140100   913,386 16,877 SH   SOLE   0 0 16,877
INTUIT COM 461202103   844,601 3,672 SH   SOLE   0 0 3,672
INTUITIVE SURGICAL INC COM NEW 46120E602   250,969 507 SH   SOLE   0 0 507
IPG PHOTONICS CORP COM 44980X109   460,088 4,172 SH   SOLE   0 0 4,172
IQVIA HLDGS INC COM 46266C105   807,548 7,487 SH   SOLE   0 0 7,487
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   622,687 6,243 SH   SOLE   0 0 6,243
JETBLUE AWYS CORP COM 477143101   158,415 17,700 SH   SOLE   0 0 17,700
JOHNSON & JOHNSON COM 478160104   3,780,371 28,829 SH   SOLE   0 0 28,829
JUNIPER NETWORKS INC COM 48203R104   225,631 11,788 SH   SOLE   0 0 11,788
KAISER ALUMINUM CORP COM PAR $0.01 483007704   339,638 4,902 SH   SOLE   0 0 4,902
KFORCE INC COM 493732101   436,019 17,052 SH   SOLE   0 0 17,052
KILROY RLTY CORP COM 49427F108   255,986 4,019 SH   SOLE   0 0 4,019
KIMBERLY CLARK CORP COM 494368103   2,399,869 18,768 SH   SOLE   0 0 18,768
KLA CORPORATION COM NEW 482480100   4,702,841 32,718 SH   SOLE   0 0 32,718
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303   836,067 20,818 SH   SOLE   0 0 20,818
LA Z BOY INC COM 505336107   263,439 12,819 SH   SOLE   0 0 12,819
LABORATORY CORP AMER HLDGS COM NEW 50540R409   540,191 4,274 SH   SOLE   0 0 4,274
LAM RESEARCH CORP COM 512807108   2,589,542 10,790 SH   SOLE   0 0 10,790
LAUDER ESTEE COS INC CL A 518439104   1,515,919 9,514 SH   SOLE   0 0 9,514
LEAR CORP COM NEW 521865204   452,427 5,568 SH   SOLE   0 0 5,568
LEGGETT & PLATT INC COM 524660107   881,258 33,031 SH   SOLE   0 0 33,031
LHC GROUP INC COM 50187A107   1,105,481 7,885 SH   SOLE   0 0 7,885
LIFE STORAGE INC COM 53223X107   566,166 5,988 SH   SOLE   0 0 5,988
LILLY ELI & CO COM 532457108   1,672,787 12,059 SH   SOLE   0 0 12,059
LINDE PLC SHS G5494J103   1,460,119 8,440 SH   SOLE   0 0 8,440
LITTELFUSE INC COM 537008104   445,080 3,336 SH   SOLE   0 0 3,336
LOWES COS INC COM 548661107   2,553,496 29,675 SH   SOLE   0 0 29,675
LTC PPTYS INC COM 502175102   419,239 13,568 SH   SOLE   0 0 13,568
LULULEMON ATHLETICA INC COM 550021109   485,158 2,560 SH   SOLE   0 0 2,560
MAGNA INTL INC COM 559222401   1,152,878 36,118 SH   SOLE   0 0 36,118
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105   481,538 21,279 SH   SOLE   0 0 21,279
MASCO CORP COM 574599106   326,690 9,450 SH   SOLE   0 0 9,450
MCCORMICK & CO INC COM NON VTG 579780206   1,606,103 11,374 SH   SOLE   0 0 11,374
MCDONALDS CORP COM 580135101   1,365,153 8,256 SH   SOLE   0 0 8,256
MEDPACE HLDGS INC COM 58506Q109   435,157 5,930 SH   SOLE   0 0 5,930
MEDTRONIC PLC SHS G5960L103   3,073,327 34,080 SH   SOLE   0 0 34,080
MERCK & CO. INC COM 58933Y105   1,276,627 16,593 SH   SOLE   0 0 16,593
METHODE ELECTRS INC COM 591520200   374,192 14,158 SH   SOLE   0 0 14,158
METTLER TOLEDO INTERNATIONAL COM 592688105   1,539,431 2,229 SH   SOLE   0 0 2,229
MICROSOFT CORP COM 594918104   8,870,121 56,243 SH   SOLE   0 0 56,243
MID AMER APT CMNTYS INC COM 59522J103   435,420 4,226 SH   SOLE   0 0 4,226
MONDELEZ INTL INC CL A 609207105   580,960 11,601 SH   SOLE   0 0 11,601
MONSTER BEVERAGE CORP NEW COM 61174X109   1,008,355 17,923 SH   SOLE   0 0 17,923
MOODYS CORP COM 615369105   650,749 3,077 SH   SOLE   0 0 3,077
NETAPP INC COM 64110D104   923,448 22,150 SH   SOLE   0 0 22,150
NEW YORK TIMES CO CL A 650111107   462,646 15,065 SH   SOLE   0 0 15,065
NEWMONT CORP COM 651639106   1,199,358 26,488 SH   SOLE   0 0 26,488
NOVARTIS A G SPONSORED ADR 66987V109   903,809 10,962 SH   SOLE   0 0 10,962
NOVO-NORDISK A S ADR 670100205   1,542,613 25,625 SH   SOLE   0 0 25,625
NUCOR CORP COM 670346105   1,462,912 40,614 SH   SOLE   0 0 40,614
NVIDIA CORP COM 67066G104   1,368,395 5,191 SH   SOLE   0 0 5,191
O REILLY AUTOMOTIVE INC NEW COM 67103H107   911,588 3,028 SH   SOLE   0 0 3,028
OKTA INC CL A 679295105   546,030 4,466 SH   SOLE   0 0 4,466
OLD DOMINION FREIGHT LINE IN COM 679580100   3,603,286 27,452 SH   SOLE   0 0 27,452
OLLIES BARGAIN OUTLT HLDGS I COM 681116109   1,929,518 41,638 SH   SOLE   0 0 41,638
OMNICELL INC COM 68213N109   566,414 8,637 SH   SOLE   0 0 8,637
OMNICOM GROUP INC COM 681919106   355,862 6,482 SH   SOLE   0 0 6,482
ONTO INNOVATION INC COM 683344105   391,723 13,203 SH   SOLE   0 0 13,203
ORACLE CORP COM 68389X105   892,176 18,460 SH   SOLE   0 0 18,460
PALO ALTO NETWORKS INC COM 697435105   956,258 5,832 SH   SOLE   0 0 5,832
PAYCOM SOFTWARE INC COM 70432V102   3,062,073 15,158 SH   SOLE   0 0 15,158
PAYLOCITY HLDG CORP COM 70438V106   773,418 8,757 SH   SOLE   0 0 8,757
PC CONNECTION INC COM 69318J100   460,314 11,170 SH   SOLE   0 0 11,170
PENTAIR PLC SHS G7S00T104   1,106,442 37,179 SH   SOLE   0 0 37,179
PEPSICO INC COM 713448108   2,739,479 22,810 SH   SOLE   0 0 22,810
PHILLIPS 66 COM 718546104   356,540 6,646 SH   SOLE   0 0 6,646
PLANET FITNESS INC CL A 72703H101   477,114 9,797 SH   SOLE   0 0 9,797
PROCTER & GAMBLE CO COM 742718109   2,911,208 26,466 SH   SOLE   0 0 26,466
PROLOGIS INC. COM 74340W103   2,097,812 26,102 SH   SOLE   0 0 26,102
PROS HOLDINGS INC COM 74346Y103   287,934 9,279 SH   SOLE   0 0 9,279
PS BUSINESS PKS INC CALIF COM 69360J107   434,852 3,209 SH   SOLE   0 0 3,209
PTC INC COM 69370C100   319,877 5,226 SH   SOLE   0 0 5,226
PUBLIC STORAGE COM 74460D109   1,197,147 6,028 SH   SOLE   0 0 6,028
QUALYS INC COM 74758T303   325,109 3,737 SH   SOLE   0 0 3,737
QUANTA SVCS INC COM 74762E102   1,480,616 46,663 SH   SOLE   0 0 46,663
QUEST DIAGNOSTICS INC COM 74834L100   377,162 4,697 SH   SOLE   0 0 4,697
RBC BEARINGS INC COM 75524B104   1,169,073 10,365 SH   SOLE   0 0 10,365
REALPAGE INC COM 75606N109   343,992 6,499 SH   SOLE   0 0 6,499
REALTY INCOME CORP COM 756109104   570,934 11,451 SH   SOLE   0 0 11,451
REGENCY CTRS CORP COM 758849103   242,143 6,301 SH   SOLE   0 0 6,301
REGENERON PHARMACEUTICALS COM 75886F107   1,517,300 3,107 SH   SOLE   0 0 3,107
RINGCENTRAL INC CL A 76680R206   272,516 1,286 SH   SOLE   0 0 1,286
RIO TINTO PLC SPONSORED ADR 767204100   1,495,202 32,818 SH   SOLE   0 0 32,818
ROBERT HALF INTL INC COM 770323103   505,592 13,393 SH   SOLE   0 0 13,393
ROLLINS INC COM 775711104   318,217 8,805 SH   SOLE   0 0 8,805
ROPER TECHNOLOGIES INC COM 776696106   1,761,817 5,650 SH   SOLE   0 0 5,650
ROSS STORES INC COM 778296103   2,347,760 26,995 SH   SOLE   0 0 26,995
RPM INTL INC COM 749685103   845,723 14,214 SH   SOLE   0 0 14,214
SALESFORCE COM INC COM 79466L302   1,630,429 11,324 SH   SOLE   0 0 11,324
SAP SE SPON ADR 803054204   773,955 7,004 SH   SOLE   0 0 7,004
SBA COMMUNICATIONS CORP NEW CL A 78410G104   626,400 2,320 SH   SOLE   0 0 2,320
SCHLUMBERGER LTD COM 806857108   740,919 54,924 SH   SOLE   0 0 54,924
SEAGATE TECHNOLOGY PLC SHS G7945M107   394,191 8,078 SH   SOLE   0 0 8,078
SEATTLE GENETICS INC COM 812578102   468,282 4,059 SH   SOLE   0 0 4,059
SHERWIN WILLIAMS CO COM 824348106   1,411,907 3,073 SH   SOLE   0 0 3,073
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   368,503 10,052 SH   SOLE   0 0 10,052
SKYWORKS SOLUTIONS INC COM 83088M102   3,630,422 40,618 SH   SOLE   0 0 40,618
SMITH A O CORP COM 831865209   1,632,853 43,186 SH   SOLE   0 0 43,186
SNAP INC CL A 83304A106   303,722 25,544 SH   SOLE   0 0 25,544
SOLARWINDS CORP COM 83417Q105   328,819 20,984 SH   SOLE   0 0 20,984
SOUTHERN COPPER CORP COM 84265V105   1,576,194 55,973 SH   SOLE   0 0 55,973
SOUTHWEST AIRLS CO COM 844741108   769,420 21,607 SH   SOLE   0 0 21,607
SPDR GOLD TRUST GOLD SHS 78463V107   687,840 4,646 SH   SOLE   0 0 4,646
SPLUNK INC COM 848637104   653,846 5,180 SH   SOLE   0 0 5,180
SQUARE INC CL A 852234103   969,135 18,502 SH   SOLE   0 0 18,502
STANDARD MTR PRODS INC COM 853666105   526,328 12,661 SH   SOLE   0 0 12,661
STANLEY BLACK & DECKER INC COM 854502101   1,037,293 10,373 SH   SOLE   0 0 10,373
STARBUCKS CORP COM 855244109   997,833 15,178 SH   SOLE   0 0 15,178
STRYKER CORP COM 863667101   791,315 4,753 SH   SOLE   0 0 4,753
SUN CMNTYS INC COM 866674104   1,914,481 15,334 SH   SOLE   0 0 15,334
SWITCH INC CL A 87105L104   342,741 23,752 SH   SOLE   0 0 23,752
SYKES ENTERPRISES INC COM 871237103   490,740 18,095 SH   SOLE   0 0 18,095
SYSCO CORP COM 871829107   1,104,059 24,196 SH   SOLE   0 0 24,196
TARGET CORP COM 87612E106   1,962,661 21,111 SH   SOLE   0 0 21,111
TE CONNECTIVITY LTD REG SHS H84989104   600,569 9,536 SH   SOLE   0 0 9,536
TELEFLEX INCORPORATED COM 879369106   1,132,835 3,868 SH   SOLE   0 0 3,868
TERADYNE INC COM 880770102   427,943 7,900 SH   SOLE   0 0 7,900
TESLA INC COM 88160R101   445,673 851 SH   SOLE   0 0 851
TETRA TECH INC NEW COM 88162G103   959,818 13,591 SH   SOLE   0 0 13,591
TIFFANY & CO NEW COM 886547108   2,476,678 19,125 SH   SOLE   0 0 19,125
TJX COS INC NEW COM 872540109   724,744 15,159 SH   SOLE   0 0 15,159
TRACTOR SUPPLY CO COM 892356106   352,273 4,166 SH   SOLE   0 0 4,166
TRANE TECHNOLOGIES PLC SHS G8994E103   1,374,859 16,647 SH   SOLE   0 0 16,647
TRANSUNION COM 89400J107   2,252,945 34,043 SH   SOLE   0 0 34,043
TWILIO INC CL A 90138F102   548,937 6,134 SH   SOLE   0 0 6,134
TWITTER INC COM 90184L102   1,506,037 61,321 SH   SOLE   0 0 61,321
TYLER TECHNOLOGIES INC COM 902252105   1,410,080 4,755 SH   SOLE   0 0 4,755
U S PHYSICAL THERAPY INC COM 90337L108   323,344 4,686 SH   SOLE   0 0 4,686
UBIQUITI INC COM 90353W103   329,598 2,328 SH   SOLE   0 0 2,328
UDR INC COM 902653104   341,912 9,357 SH   SOLE   0 0 9,357
ULTA BEAUTY INC COM 90384S303   1,175,719 6,692 SH   SOLE   0 0 6,692
UNION PAC CORP COM 907818108   914,367 6,483 SH   SOLE   0 0 6,483
V F CORP COM 918204108   1,152,624 21,313 SH   SOLE   0 0 21,313
VAREX IMAGING CORP COM 92214X106   273,944 12,063 SH   SOLE   0 0 12,063
VEEVA SYS INC CL A COM 922475108   929,669 5,945 SH   SOLE   0 0 5,945
VERISIGN INC COM 92343E102   1,973,258 10,957 SH   SOLE   0 0 10,957
VERISK ANALYTICS INC COM 92345Y106   755,548 5,421 SH   SOLE   0 0 5,421
VULCAN MATLS CO COM 929160109   568,181 5,258 SH   SOLE   0 0 5,258
WALGREENS BOOTS ALLIANCE INC COM 931427108   1,837,436 40,163 SH   SOLE   0 0 40,163
WASTE CONNECTIONS INC COM 94106B101   548,432 7,077 SH   SOLE   0 0 7,077
WATERS CORP COM 941848103   759,411 4,171 SH   SOLE   0 0 4,171
WELLTOWER INC COM 95040Q104   233,701 5,105 SH   SOLE   0 0 5,105
WEYERHAEUSER CO COM 962166104   696,779 41,108 SH   SOLE   0 0 41,108
XILINX INC COM 983919101   1,184,166 15,193 SH   SOLE   0 0 15,193
XYLEM INC COM 98419M100   393,222 6,038 SH   SOLE   0 0 6,038
ZEBRA TECHNOLOGIES CORP CL A 989207105   735,685 4,007 SH   SOLE   0 0 4,007
ZENDESK INC COM 98936J101   215,330 3,364 SH   SOLE   0 0 3,364
ZYNGA INC CL A 98986T108   698,933 102,034 SH   SOLE   0 0 102,034