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   5,768,809 34,767 SH   SOLE   0 0 34,767
AAON INC COM PAR $0.004 000360206   4,226,559 81,349 SH   SOLE   0 0 81,349
ABB LTD SPONSORED ADR 000375204   3,740,259 160,165 SH   SOLE   0 0 160,165
ABBOTT LABS COM 002824100   5,280,948 59,083 SH   SOLE   0 0 59,083
ABBVIE INC COM 00287Y109   3,331,833 37,459 SH   SOLE   0 0 37,459
ADOBE INC COM 00724F101   4,100,057 10,683 SH   SOLE   0 0 10,683
ADVANCED MICRO DEVICES INC COM 007903107   2,758,967 60,047 SH   SOLE   0 0 60,047
AGILENT TECHNOLOGIES INC COM 00846U101   4,069,131 46,821 SH   SOLE   0 0 46,821
AGREE REALTY CORP COM 008492100   1,000,760 14,746 SH   SOLE   0 0 14,746
AIR PRODS & CHEMS INC COM 009158106   5,992,275 25,179 SH   SOLE   0 0 25,179
AKAMAI TECHNOLOGIES INC COM 00971T101   2,519,649 25,846 SH   SOLE   0 0 25,846
ALBEMARLE CORP COM 012653101   3,241,268 42,836 SH   SOLE   0 0 42,836
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,233,860 7,620 SH   SOLE   0 0 7,620
ALEXION PHARMACEUTICALS INC COM 015351109   790,327 7,123 SH   SOLE   0 0 7,123
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,167,669 5,459 SH   SOLE   0 0 5,459
ALLEGION PUB LTD CO ORD SHS G0176J109   1,261,434 11,126 SH   SOLE   0 0 11,126
ALPHABET INC CAP STK CL A 02079K305   10,179,018 7,379 SH   SOLE   0 0 7,379
ALTERYX INC COM CL A 02156B103   239,666 1,813 SH   SOLE   0 0 1,813
AMBARELLA INC SHS G037AX101   1,007,256 18,978 SH   SOLE   0 0 18,978
AMDOCS LTD SHS G02602103   619,890 9,329 SH   SOLE   0 0 9,329
AMERICAN HOMES 4 RENT CL A 02665T306   991,776 37,348 SH   SOLE   0 0 37,348
AMERICAN TOWER CORP NEW COM 03027X100   4,023,664 16,446 SH   SOLE   0 0 16,446
AMERICOLD RLTY TR COM 03064D108   501,622 14,055 SH   SOLE   0 0 14,055
AMGEN INC COM 031162100   3,583,870 15,064 SH   SOLE   0 0 15,064
AMN HEALTHCARE SERVICES INC COM 001744101   2,093,585 40,373 SH   SOLE   0 0 40,373
AMPHENOL CORP NEW CL A 032095101   4,822,322 47,448 SH   SOLE   0 0 47,448
ANGIODYNAMICS INC COM 03475V101   602,107 46,140 SH   SOLE   0 0 46,140
ANSYS INC COM 03662Q105   2,954,292 11,085 SH   SOLE   0 0 11,085
APPLE INC COM 037833100   24,830,572 75,690 SH   SOLE   0 0 75,690
APPLIED MATLS INC COM 038222105   4,995,223 82,217 SH   SOLE   0 0 82,217
APTIV PLC SHS G6095L109   3,849,434 44,561 SH   SOLE   0 0 44,561
ARISTA NETWORKS INC COM 040413106   1,296,801 6,273 SH   SOLE   0 0 6,273
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,178,947 6,624 SH   SOLE   0 0 6,624
ASPEN TECHNOLOGY INC COM 045327103   2,043,837 16,901 SH   SOLE   0 0 16,901
ASTRAZENECA PLC SPONSORED ADR 046353108   1,507,889 29,340 SH   SOLE   0 0 29,340
ATLASSIAN CORP PLC CL A G06242104   2,566,708 15,814 SH   SOLE   0 0 15,814
ATMOS ENERGY CORP COM 049560105   1,489,604 14,959 SH   SOLE   0 0 14,959
AUTOMATIC DATA PROCESSING IN COM 053015103   3,992,845 24,926 SH   SOLE   0 0 24,926
AUTOZONE INC COM 053332102   5,160,935 4,451 SH   SOLE   0 0 4,451
AVALARA INC COM 05338G106   4,288,370 40,902 SH   SOLE   0 0 40,902
AVALONBAY CMNTYS INC COM 053484101   2,578,342 14,155 SH   SOLE   0 0 14,155
AVERY DENNISON CORP COM 053611109   2,016,765 16,491 SH   SOLE   0 0 16,491
BAKER HUGHES COMPANY CL A 05722G100   573,016 22,772 SH   SOLE   0 0 22,772
BALCHEM CORP COM 057665200   1,324,704 13,501 SH   SOLE   0 0 13,501
BARNES GROUP INC COM 067806109   694,318 11,275 SH   SOLE   0 0 11,275
BARRICK GOLD CORPORATION COM 067901108   2,375,768 106,039 SH   SOLE   0 0 106,039
BECTON DICKINSON & CO COM 075887109   3,957,416 15,514 SH   SOLE   0 0 15,514
BEST BUY INC COM 086516101   5,131,472 58,625 SH   SOLE   0 0 58,625
BIO TECHNE CORP COM 09073M104   1,420,397 5,837 SH   SOLE   0 0 5,837
BIOGEN INC COM 09062X103   2,225,360 8,015 SH   SOLE   0 0 8,015
BIOMARIN PHARMACEUTICAL INC COM 09061G101   1,461,641 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   5,843,313 86,132 SH   SOLE   0 0 86,132
BOOKING HLDGS INC COM 09857L108   1,835,531 1,008 SH   SOLE   0 0 1,008
BOOT BARN HLDGS INC COM 099406100   877,939 30,937 SH   SOLE   0 0 30,937
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,886,406 26,520 SH   SOLE   0 0 26,520
BRIGHT HORIZONS FAM SOL IN D COM 109194100   1,558,553 11,657 SH   SOLE   0 0 11,657
BROADCOM INC COM 11135F101   2,428,398 7,690 SH   SOLE   0 0 7,690
BROOKS AUTOMATION INC COM 114340102   631,589 14,683 SH   SOLE   0 0 14,683
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   2,250,509 28,649 SH   SOLE   0 0 28,649
CABLE ONE INC COM 12685J105   991,928 586 SH   SOLE   0 0 586
CADENCE DESIGN SYSTEM INC COM 127387108   5,474,358 66,913 SH   SOLE   0 0 66,913
CAMDEN PPTY TR SH BEN INT 133131102   1,566,418 15,878 SH   SOLE   0 0 15,878
CARETRUST REIT INC COM 14174T107   398,348 21,082 SH   SOLE   0 0 21,082
CARLISLE COS INC COM 142339100   1,138,544 7,035 SH   SOLE   0 0 7,035
CARPENTER TECHNOLOGY CORP COM 144285103   433,478 8,746 SH   SOLE   0 0 8,746
CARTERS INC COM 146229109   993,526 9,776 SH   SOLE   0 0 9,776
CBRE GROUP INC CL A 12504L109   1,372,983 26,490 SH   SOLE   0 0 26,490
CDW CORP COM 12514G108   1,521,216 11,768 SH   SOLE   0 0 11,768
CERIDIAN HCM HLDG INC COM 15677J108   409,371 5,564 SH   SOLE   0 0 5,564
CERNER CORP COM 156782104   2,985,579 42,068 SH   SOLE   0 0 42,068
CHARLES RIV LABS INTL INC COM 159864107   1,733,811 10,599 SH   SOLE   0 0 10,599
CHEMED CORP NEW COM 16359R103   1,493,974 3,356 SH   SOLE   0 0 3,356
CHEVRON CORP NEW COM 166764100   7,453,097 72,562 SH   SOLE   0 0 72,562
CHOICE HOTELS INTL INC COM 169905106   1,270,265 13,938 SH   SOLE   0 0 13,938
CHURCH & DWIGHT INC COM 171340102   2,742,545 37,094 SH   SOLE   0 0 37,094
CINTAS CORP COM 172908105   6,652,307 24,831 SH   SOLE   0 0 24,831
CISCO SYS INC COM 17275R102   2,289,790 48,420 SH   SOLE   0 0 48,420
CITRIX SYS INC COM 177376100   5,844,369 45,284 SH   SOLE   0 0 45,284
CLOROX CO DEL COM 189054109   5,988,262 32,512 SH   SOLE   0 0 32,512
COCA COLA CO COM 191216100   3,704,577 74,382 SH   SOLE   0 0 74,382
COCA COLA EUROPEAN PARTNERS SHS G25839104   1,142,998 22,979 SH   SOLE   0 0 22,979
COGNEX CORP COM 192422103   837,176 14,464 SH   SOLE   0 0 14,464
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   2,417,057 40,883 SH   SOLE   0 0 40,883
COLGATE PALMOLIVE CO COM 194162103   3,142,232 44,225 SH   SOLE   0 0 44,225
COLUMBIA SPORTSWEAR CO COM 198516106   3,082,967 34,152 SH   SOLE   0 0 34,152
COMFORT SYS USA INC COM 199908104   528,099 12,959 SH   SOLE   0 0 12,959
COMMUNITY HEALTHCARE TR INC COM 20369C106   327,957 7,832 SH   SOLE   0 0 7,832
CONOCOPHILLIPS COM 20825C104   717,004 13,429 SH   SOLE   0 0 13,429
COPART INC COM 217204106   2,459,751 28,224 SH   SOLE   0 0 28,224
CORE LABORATORIES N V COM N22717107   265,237 7,059 SH   SOLE   0 0 7,059
CORESITE RLTY CORP COM 21870Q105   2,271,468 19,512 SH   SOLE   0 0 19,512
CORNING INC COM 219350105   4,561,377 164,015 SH   SOLE   0 0 164,015
CORTEVA INC COM 22052L104   1,512,010 53,799 SH   SOLE   0 0 53,799
COSTAR GROUP INC COM 22160N109   1,005,625 1,537 SH   SOLE   0 0 1,537
COUPA SOFTWARE INC COM 22266L106   536,403 2,420 SH   SOLE   0 0 2,420
CROWN CASTLE INTL CORP NEW COM 22822V101   4,386,259 27,824 SH   SOLE   0 0 27,824
CSW INDUSTRIALS INC COM 126402106   462,749 6,696 SH   SOLE   0 0 6,696
CTS CORP COM 126501105   772,184 31,037 SH   SOLE   0 0 31,037
CUMMINS INC COM 231021106   4,764,912 26,975 SH   SOLE   0 0 26,975
DELTA AIR LINES INC DEL COM NEW 247361702   783,199 14,232 SH   SOLE   0 0 14,232
DEVON ENERGY CORP NEW COM 25179M103   328,037 12,631 SH   SOLE   0 0 12,631
DEXCOM INC COM 252131107   4,131,490 12,946 SH   SOLE   0 0 12,946
DIAMONDBACK ENERGY INC COM 25278X109   281,615 3,179 SH   SOLE   0 0 3,179
DIGITAL RLTY TR INC COM 253868103   2,198,825 16,783 SH   SOLE   0 0 16,783
DOCUSIGN INC COM 256163106   4,647,520 50,790 SH   SOLE   0 0 50,790
DOLLAR GEN CORP NEW COM 256677105   6,045,869 34,887 SH   SOLE   0 0 34,887
DOLLAR TREE INC COM 256746108   281,627 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   1,743,047 33,464 SH   SOLE   0 0 33,464
DORMAN PRODUCTS INC COM 258278100   1,432,006 20,104 SH   SOLE   0 0 20,104
DOVER CORP COM 260003108   4,694,263 44,497 SH   SOLE   0 0 44,497
DUKE REALTY CORP COM NEW 264411505   2,073,111 59,139 SH   SOLE   0 0 59,139
EATON CORP PLC SHS G29183103   1,143,524 12,557 SH   SOLE   0 0 12,557
ECOLAB INC COM 278865100   4,998,264 25,530 SH   SOLE   0 0 25,530
EDWARDS LIFESCIENCES CORP COM 28176E108   2,432,055 22,289 SH   SOLE   0 0 22,289
EMERSON ELEC CO COM 291011104   4,714,083 68,659 SH   SOLE   0 0 68,659
ENVESTNET INC COM 29404K106   567,141 7,929 SH   SOLE   0 0 7,929
EPAM SYS INC COM 29414B104   3,455,746 14,890 SH   SOLE   0 0 14,890
EQUINIX INC COM 29444U700   4,228,110 6,583 SH   SOLE   0 0 6,583
EQUITY LIFESTYLE PPTYS INC COM 29472R108   4,970,278 74,809 SH   SOLE   0 0 74,809
EQUITY RESIDENTIAL SH BEN INT 29476L107   2,249,731 32,208 SH   SOLE   0 0 32,208
ESSEX PPTY TR INC COM 297178105   1,480,256 5,587 SH   SOLE   0 0 5,587
ETSY INC COM 29786A106   1,132,533 15,030 SH   SOLE   0 0 15,030
EXACT SCIENCES CORP COM 30063P105   405,184 4,514 SH   SOLE   0 0 4,514
EXELIXIS INC COM 30161Q104   267,186 12,920 SH   SOLE   0 0 12,920
EXPEDIA GROUP INC COM NEW 30212P303   851,106 7,871 SH   SOLE   0 0 7,871
EXPEDITORS INTL WASH INC COM 302130109   2,686,709 35,187 SH   SOLE   0 0 35,187
EXTRA SPACE STORAGE INC COM 30225T102   1,180,269 11,549 SH   SOLE   0 0 11,549
EXXON MOBIL CORP COM 30231G102   4,407,970 80,712 SH   SOLE   0 0 80,712
F M C CORP COM NEW 302491303   3,996,536 40,076 SH   SOLE   0 0 40,076
F5 NETWORKS INC COM 315616102   2,616,131 18,745 SH   SOLE   0 0 18,745
FACEBOOK INC CL A 30303M102   16,000,470 73,981 SH   SOLE   0 0 73,981
FACTSET RESH SYS INC COM 303075105   4,742,129 15,848 SH   SOLE   0 0 15,848
FAIR ISAAC CORP COM 303250104   277,913 701 SH   SOLE   0 0 701
FASTENAL CO COM 311900104   4,676,247 117,261 SH   SOLE   0 0 117,261
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206   638,043 4,980 SH   SOLE   0 0 4,980
FIVE BELOW INC COM 33829M101   689,711 5,866 SH   SOLE   0 0 5,866
FLOWSERVE CORP COM 34354P105   1,242,508 31,736 SH   SOLE   0 0 31,736
FORTINET INC COM 34959E109   335,296 2,748 SH   SOLE   0 0 2,748
FORWARD AIR CORP COM 349853101   1,542,414 25,668 SH   SOLE   0 0 25,668
FOX FACTORY HLDG CORP COM 35138V102   6,816,216 89,234 SH   SOLE   0 0 89,234
FRANKLIN ELEC INC COM 353514102   1,494,525 27,241 SH   SOLE   0 0 27,241
GARMIN LTD SHS H2906T109   1,043,324 10,698 SH   SOLE   0 0 10,698
GARTNER INC COM 366651107   2,181,412 16,090 SH   SOLE   0 0 16,090
GENTEX CORP COM 371901109   1,433,425 55,624 SH   SOLE   0 0 55,624
GENUINE PARTS CO COM 372460105   5,593,241 58,631 SH   SOLE   0 0 58,631
GETTY RLTY CORP NEW COM 374297109   443,935 13,578 SH   SOLE   0 0 13,578
GILDAN ACTIVEWEAR INC COM 375916103   2,223,907 115,757 SH   SOLE   0 0 115,757
GODADDY INC CL A 380237107   2,580,955 36,545 SH   SOLE   0 0 36,545
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101   3,083,100 34,095 SH   SOLE   0 0 34,095
GRAINGER W W INC COM 384802104   5,268,202 16,130 SH   SOLE   0 0 16,130
GRANITE CONSTR INC COM 387328107   425,849 15,391 SH   SOLE   0 0 15,391
HEALTHPEAK PPTYS INC COM 42250P103   411,449 11,973 SH   SOLE   0 0 11,973
HEICO CORP NEW CL A 422806208   4,214,147 49,909 SH   SOLE   0 0 49,909
HELMERICH & PAYNE INC COM 423452101   332,383 7,871 SH   SOLE   0 0 7,871
HENRY SCHEIN INC COM 806407102   1,830,924 29,269 SH   SOLE   0 0 29,269
HERMITAGE OFFSHORE SERVICE L SHS G4511M108   12,301 21,900 SH   SOLE   0 0 21,900
HERSHEY CO COM 427866108   951,227 6,878 SH   SOLE   0 0 6,878
HEXCEL CORP NEW COM 428291108   2,085,404 33,126 SH   SOLE   0 0 33,126
HILL ROM HLDGS INC COM 431475102   1,874,687 16,790 SH   SOLE   0 0 16,790
HMS HLDGS CORP COM 40425J101   437,027 13,493 SH   SOLE   0 0 13,493
HOLLYFRONTIER CORP COM 436106108   255,933 5,059 SH   SOLE   0 0 5,059
HOLOGIC INC COM 436440101   4,807,352 87,830 SH   SOLE   0 0 87,830
HOME DEPOT INC COM 437076102   460,035 2,002 SH   SOLE   0 0 2,002
HUBBELL INC COM 443510607   337,404 2,470 SH   SOLE   0 0 2,470
HUNT J B TRANS SVCS INC COM 445658107   871,317 7,349 SH   SOLE   0 0 7,349
ICF INTL INC COM 44925C103   629,576 6,896 SH   SOLE   0 0 6,896
IDACORP INC COM 451107106   861,538 8,074 SH   SOLE   0 0 8,074
IDEXX LABS INC COM 45168D104   365,699 1,168 SH   SOLE   0 0 1,168
IHS MARKIT LTD SHS G47567105   2,257,088 29,924 SH   SOLE   0 0 29,924
ILLINOIS TOOL WKS INC COM 452308109   6,465,857 36,459 SH   SOLE   0 0 36,459
ILLUMINA INC COM 452327109   1,112,410 3,161 SH   SOLE   0 0 3,161
IMPERIAL OIL LTD COM NEW 453038408   1,334,969 83,075 SH   SOLE   0 0 83,075
INCYTE CORP COM 45337C102   1,371,016 14,335 SH   SOLE   0 0 14,335
INGERSOLL-RAND PLC SHS G47791101   2,175,149 16,364 SH   SOLE   0 0 16,364
INSULET CORP COM 45784P101   313,565 1,716 SH   SOLE   0 0 1,716
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   1,927,195 37,291 SH   SOLE   0 0 37,291
INTEL CORP COM 458140100   2,247,160 37,552 SH   SOLE   0 0 37,552
INTUIT COM 461202103   2,061,756 7,379 SH   SOLE   0 0 7,379
INTUITIVE SURGICAL INC COM NEW 46120E602   592,019 1,021 SH   SOLE   0 0 1,021
IPG PHOTONICS CORP COM 44980X109   1,273,753 8,344 SH   SOLE   0 0 8,344
IQVIA HLDGS INC COM 46266C105   1,156,816 7,487 SH   SOLE   0 0 7,487
ISHARES SILVER TRUST ISHARES 46428Q109   182,725 10,749 SH   SOLE   0 0 10,749
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   1,620,738 12,485 SH   SOLE   0 0 12,485
JETBLUE AWYS CORP COM 477143101   331,628 17,715 SH   SOLE   0 0 17,715
JOHNSON & JOHNSON COM 478160104   8,677,421 60,607 SH   SOLE   0 0 60,607
JUNIPER NETWORKS INC COM 48203R104   582,136 24,569 SH   SOLE   0 0 24,569
KEYSIGHT TECHNOLOGIES INC COM 49338L103   201,687 1,983 SH   SOLE   0 0 1,983
KFORCE INC COM 493732101   1,175,290 34,236 SH   SOLE   0 0 34,236
KILROY RLTY CORP COM 49427F108   338,075 4,043 SH   SOLE   0 0 4,043
KIMBERLY CLARK CORP COM 494368103   5,389,998 38,664 SH   SOLE   0 0 38,664
KIRKLAND LAKE GOLD LTD COM 49741E100   2,061,330 49,984 SH   SOLE   0 0 49,984
KLA CORPORATION COM NEW 482480100   11,368,250 61,144 SH   SOLE   0 0 61,144
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303   2,010,344 42,045 SH   SOLE   0 0 42,045
KORN FERRY COM NEW 500643200   490,271 15,954 SH   SOLE   0 0 15,954
LA Z BOY INC COM 505336107   1,092,155 38,351 SH   SOLE   0 0 38,351
LABORATORY CORP AMER HLDGS COM NEW 50540R409   1,432,987 8,548 SH   SOLE   0 0 8,548
LAM RESEARCH CORP COM 512807108   6,285,607 20,465 SH   SOLE   0 0 20,465
LAUDER ESTEE COS INC CL A 518439104   3,858,866 19,562 SH   SOLE   0 0 19,562
LEAR CORP COM NEW 521865204   765,346 5,606 SH   SOLE   0 0 5,606
LHC GROUP INC COM 50187A107   2,381,711 15,270 SH   SOLE   0 0 15,270
LIFE STORAGE INC COM 53223X107   646,973 6,000 SH   SOLE   0 0 6,000
LILLY ELI & CO COM 532457108   3,342,835 22,750 SH   SOLE   0 0 22,750
LINCOLN ELEC HLDGS INC COM 533900106   324,298 3,584 SH   SOLE   0 0 3,584
LINDE PLC SHS G5494J103   4,008,781 18,861 SH   SOLE   0 0 18,861
LISTED FD TR WAHED FTSE ETF 53656F607   881,788 32,941 SH   SOLE   0 0 32,941
LITTELFUSE INC COM 537008104   1,209,791 6,697 SH   SOLE   0 0 6,697
LOWES COS INC COM 548661107   7,779,869 61,080 SH   SOLE   0 0 61,080
LTC PPTYS INC COM 502175102   584,686 13,072 SH   SOLE   0 0 13,072
LULULEMON ATHLETICA INC COM 550021109   1,673,220 5,545 SH   SOLE   0 0 5,545
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   869,638 9,214 SH   SOLE   0 0 9,214
MAGNA INTL INC COM 559222401   3,562,760 71,930 SH   SOLE   0 0 71,930
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105   1,323,931 42,834 SH   SOLE   0 0 42,834
MASCO CORP COM 574599106   939,548 19,129 SH   SOLE   0 0 19,129
MAXIM INTEGRATED PRODS INC COM 57772K101   399,926 6,549 SH   SOLE   0 0 6,549
MCCORMICK & CO INC COM NON VTG 579780206   4,541,549 26,110 SH   SOLE   0 0 26,110
MEDPACE HLDGS INC COM 58506Q109   1,050,084 11,838 SH   SOLE   0 0 11,838
MEDTRONIC PLC SHS G5960L103   7,805,244 76,291 SH   SOLE   0 0 76,291
MERCK & CO INC COM 58933Y105   2,735,727 32,502 SH   SOLE   0 0 32,502
MERRIMACK PHARMACEUTICALS IN COM NEW 590328209   36,468 11,200 SH   SOLE   0 0 11,200
METHODE ELECTRS INC COM 591520200   827,500 23,047 SH   SOLE   0 0 23,047
METTLER TOLEDO INTERNATIONAL COM 592688105   3,276,902 4,101 SH   SOLE   0 0 4,101
MICROSOFT CORP COM 594918104   19,637,839 108,975 SH   SOLE   0 0 108,975
MID AMER APT CMNTYS INC COM 59522J103   1,046,702 8,495 SH   SOLE   0 0 8,495
MONDELEZ INTL INC CL A 609207105   2,544,045 48,877 SH   SOLE   0 0 48,877
MONGODB INC CL A 60937P106   210,638 1,177 SH   SOLE   0 0 1,177
MONSTER BEVERAGE CORP NEW COM 61174X109   2,383,583 35,838 SH   SOLE   0 0 35,838
MOODYS CORP COM 615369105   1,398,232 5,415 SH   SOLE   0 0 5,415
MOVADO GROUP INC COM 624580106   385,819 17,747 SH   SOLE   0 0 17,747
NETAPP INC COM 64110D104   2,397,917 45,865 SH   SOLE   0 0 45,865
NEW RELIC INC COM 64829B100   295,553 4,332 SH   SOLE   0 0 4,332
NEW YORK TIMES CO CL A 650111107   1,117,823 30,130 SH   SOLE   0 0 30,130
NEWMONT GOLDCORP CORPORATION COM 651639106   3,813,603 69,509 SH   SOLE   0 0 69,509
NIKE INC CL B 654106103   1,232,002 12,524 SH   SOLE   0 0 12,524
NIO INC SPON ADS 62914V106   192,831 24,978 SH   SOLE   0 0 24,978
NORTONLIFELOCK INC COM 668771108   484,050 18,967 SH   SOLE   0 0 18,967
NOVARTIS A G SPONSORED ADR 66987V109   2,296,137 25,415 SH   SOLE   0 0 25,415
NOVO-NORDISK A S ADR 670100205   2,880,980 46,914 SH   SOLE   0 0 46,914
NUCOR CORP COM 670346105   3,741,614 77,393 SH   SOLE   0 0 77,393
NUTANIX INC CL A 67059N108   331,630 12,066 SH   SOLE   0 0 12,066
NVIDIA CORP COM 67066G104   3,228,525 10,382 SH   SOLE   0 0 10,382
O REILLY AUTOMOTIVE INC NEW COM 67103H107   2,601,309 6,050 SH   SOLE   0 0 6,050
OKTA INC CL A 679295105   1,279,119 8,235 SH   SOLE   0 0 8,235
OLD DOMINION FREIGHT LINE IN COM 679580100   8,242,968 46,454 SH   SOLE   0 0 46,454
OLLIES BARGAIN OUTLT HLDGS I COM 681116109   8,985,818 102,835 SH   SOLE   0 0 102,835
OMNICELL INC COM 68213N109   1,602,674 21,365 SH   SOLE   0 0 21,365
OMNICOM GROUP INC COM 681919106   525,172 6,482 SH   SOLE   0 0 6,482
ONTO INNOVATION INC COM 683344105   1,114,624 31,798 SH   SOLE   0 0 31,798
ORACLE CORP COM 68389X105   1,015,684 19,128 SH   SOLE   0 0 19,128
PALO ALTO NETWORKS INC COM 697435105   2,687,806 11,663 SH   SOLE   0 0 11,663
PAYCOM SOFTWARE INC COM 70432V102   8,889,083 30,829 SH   SOLE   0 0 30,829
PAYLOCITY HLDG CORP COM 70438V106   2,335,579 17,514 SH   SOLE   0 0 17,514
PC CONNECTION INC COM 69318J100   1,249,807 26,196 SH   SOLE   0 0 26,196
PENTAIR PLC SHS G7S00T104   3,669,935 87,884 SH   SOLE   0 0 87,884
PEPSICO INC COM 713448108   6,660,660 49,552 SH   SOLE   0 0 49,552
PFIZER INC COM 717081103   693,227 20,973 SH   SOLE   0 0 20,973
PHILLIPS 66 COM 718546104   1,414,533 16,043 SH   SOLE   0 0 16,043
PLANET FITNESS INC CL A 72703H101   1,325,044 19,594 SH   SOLE   0 0 19,594
PROCTER & GAMBLE CO COM 742718109   6,690,919 54,605 SH   SOLE   0 0 54,605
PROLOGIS INC COM 74340W103   4,545,227 49,864 SH   SOLE   0 0 49,864
PROS HOLDINGS INC COM 74346Y103   862,423 17,074 SH   SOLE   0 0 17,074
PS BUSINESS PKS INC CALIF COM 69360J107   963,413 6,481 SH   SOLE   0 0 6,481
PTC INC COM 69370C100   472,977 6,113 SH   SOLE   0 0 6,113
PUBLIC STORAGE COM 74460D109   1,306,434 6,145 SH   SOLE   0 0 6,145
QUALYS INC COM 74758T303   483,530 5,120 SH   SOLE   0 0 5,120
QUANTA SVCS INC COM 74762E102   3,733,243 93,409 SH   SOLE   0 0 93,409
QUEST DIAGNOSTICS INC COM 74834L100   1,030,291 9,332 SH   SOLE   0 0 9,332
RALPH LAUREN CORP CL A 751212101   1,143,961 15,570 SH   SOLE   0 0 15,570
RBC BEARINGS INC COM 75524B104   1,595,658 10,099 SH   SOLE   0 0 10,099
REALPAGE INC COM 75606N109   769,886 12,962 SH   SOLE   0 0 12,962
REALTY INCOME CORP COM 756109104   1,517,483 22,811 SH   SOLE   0 0 22,811
REGENCY CTRS CORP COM 758849103   414,686 6,599 SH   SOLE   0 0 6,599
REGENERON PHARMACEUTICALS COM 75886F107   2,708,024 5,544 SH   SOLE   0 0 5,544
RESMED INC COM 761152107   359,830 2,074 SH   SOLE   0 0 2,074
RINGCENTRAL INC CL A 76680R206   578,710 2,544 SH   SOLE   0 0 2,544
RIO TINTO PLC SPONSORED ADR 767204100   3,661,390 63,339 SH   SOLE   0 0 63,339
ROBERT HALF INTL INC COM 770323103   1,551,904 26,759 SH   SOLE   0 0 26,759
ROCKWELL AUTOMATION INC COM 773903109   384,979 1,862 SH   SOLE   0 0 1,862
ROLLINS INC COM 775711104   373,337 8,808 SH   SOLE   0 0 8,808
ROPER TECHNOLOGIES INC COM 776696106   4,411,776 11,907 SH   SOLE   0 0 11,907
ROSS STORES INC COM 778296103   4,138,593 44,155 SH   SOLE   0 0 44,155
RPM INTL INC COM 749685103   2,480,149 32,625 SH   SOLE   0 0 32,625
SAGE THERAPEUTICS INC COM 78667J108   241,534 4,246 SH   SOLE   0 0 4,246
SALESFORCE COM INC COM 79466L302   3,959,445 22,585 SH   SOLE   0 0 22,585
SAP SE SPON ADR 803054204   2,090,689 15,228 SH   SOLE   0 0 15,228
SAREPTA THERAPEUTICS INC COM 803607100   424,227 2,932 SH   SOLE   0 0 2,932
SBA COMMUNICATIONS CORP NEW CL A 78410G104   2,014,558 7,209 SH   SOLE   0 0 7,209
SCHLUMBERGER LTD COM 806857108   2,175,882 56,420 SH   SOLE   0 0 56,420
SEAGATE TECHNOLOGY PLC SHS G7945M107   414,110 8,530 SH   SOLE   0 0 8,530
SEATTLE GENETICS INC COM 812578102   1,164,239 8,164 SH   SOLE   0 0 8,164
SENSIENT TECHNOLOGIES CORP COM 81725T100   615,715 9,344 SH   SOLE   0 0 9,344
SHERWIN WILLIAMS CO COM 824348106   4,042,487 6,958 SH   SOLE   0 0 6,958
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   1,000,972 20,137 SH   SOLE   0 0 20,137
SKECHERS U S A INC CL A 830566105   581,646 15,600 SH   SOLE   0 0 15,600
SKYWORKS SOLUTIONS INC COM 83088M102   8,692,563 70,147 SH   SOLE   0 0 70,147
SMITH A O CORP COM 831865209   4,114,818 86,847 SH   SOLE   0 0 86,847
SNAP INC CL A 83304A106   997,683 49,907 SH   SOLE   0 0 49,907
SOLARWINDS CORP COM 83417Q105   760,040 41,968 SH   SOLE   0 0 41,968
SOUTHERN COPPER CORP COM 84265V105   4,117,457 99,872 SH   SOLE   0 0 99,872
SOUTHWEST AIRLS CO COM 844741108   2,439,940 59,128 SH   SOLE   0 0 59,128
SPDR GOLD TRUST GOLD SHS 78463V107   1,134,245 7,463 SH   SOLE   0 0 7,463
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   1,516,735 21,032 SH   SOLE   0 0 21,032
SPLUNK INC COM 848637104   1,804,519 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   3,093,978 36,921 SH   SOLE   0 0 36,921
STANDARD MTR PRODS INC COM 853666105   1,179,973 25,142 SH   SOLE   0 0 25,142
STANLEY BLACK & DECKER INC COM 854502101   3,450,731 22,814 SH   SOLE   0 0 22,814
STARBUCKS CORP COM 855244109   2,746,104 34,405 SH   SOLE   0 0 34,405
STRYKER CORP COM 863667101   1,855,382 9,519 SH   SOLE   0 0 9,519
SUN CMNTYS INC COM 866674104   4,373,582 30,607 SH   SOLE   0 0 30,607
SWITCH INC CL A 87105L104   775,265 47,504 SH   SOLE   0 0 47,504
SYKES ENTERPRISES INC COM 871237103   948,419 28,522 SH   SOLE   0 0 28,522
SYSCO CORP COM 871829107   2,754,478 50,373 SH   SOLE   0 0 50,373
TARGET CORP COM 87612E106   3,362,810 27,607 SH   SOLE   0 0 27,607
TE CONNECTIVITY LTD REG SHS H84989104   1,684,131 18,997 SH   SOLE   0 0 18,997
TELEFLEX INC COM 879369106   2,779,914 7,519 SH   SOLE   0 0 7,519
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   1,179,853 1,581 SH   SOLE   0 0 1,581
TETRA TECH INC NEW COM 88162G103   1,982,663 23,884 SH   SOLE   0 0 23,884
TEXAS INSTRS INC COM 882508104   725,853 5,716 SH   SOLE   0 0 5,716
THE TRADE DESK INC COM CL A 88339J105   554,701 1,665 SH   SOLE   0 0 1,665
TIFFANY & CO NEW COM 886547108   3,025,949 23,064 SH   SOLE   0 0 23,064
TJX COS INC NEW COM 872540109   1,691,423 30,341 SH   SOLE   0 0 30,341
TRACTOR SUPPLY CO COM 892356106   938,164 8,331 SH   SOLE   0 0 8,331
TRANSUNION COM 89400J107   6,155,746 71,328 SH   SOLE   0 0 71,328
TRIMBLE INC COM 896239100   241,423 5,790 SH   SOLE   0 0 5,790
TWILIO INC CL A 90138F102   1,895,903 12,001 SH   SOLE   0 0 12,001
TWITTER INC COM 90184L102   3,787,627 122,546 SH   SOLE   0 0 122,546
TYLER TECHNOLOGIES INC COM 902252105   3,126,384 9,725 SH   SOLE   0 0 9,725
U S PHYSICAL THERAPY INC COM 90337L108   967,508 9,936 SH   SOLE   0 0 9,936
UBIQUITI INC COM 90353W103   846,321 4,656 SH   SOLE   0 0 4,656
UDR INC COM 902653104   792,321 18,860 SH   SOLE   0 0 18,860
ULTA BEAUTY INC COM 90384S303   3,406,829 15,115 SH   SOLE   0 0 15,115
UNILEVER PLC SPON ADR NEW 904767704   1,396,172 25,435 SH   SOLE   0 0 25,435
UNION PACIFIC CORP COM 907818108   2,278,163 13,016 SH   SOLE   0 0 13,016
UNIVERSAL DISPLAY CORP COM 91347P105   283,485 1,594 SH   SOLE   0 0 1,594
V F CORP COM 918204108   3,752,093 48,895 SH   SOLE   0 0 48,895
VALERO ENERGY CORP NEW COM 91913Y100   419,512 4,572 SH   SOLE   0 0 4,572
VAREX IMAGING CORP COM 92214X106   340,333 11,463 SH   SOLE   0 0 11,463
VEEVA SYS INC CL A COM 922475108   2,177,228 11,535 SH   SOLE   0 0 11,535
VERISIGN INC COM 92343E102   4,368,149 21,869 SH   SOLE   0 0 21,869
VERISK ANALYTICS INC COM 92345Y106   1,818,087 11,330 SH   SOLE   0 0 11,330
VULCAN MATLS CO COM 929160109   1,447,253 11,423 SH   SOLE   0 0 11,423
WALGREENS BOOTS ALLIANCE INC COM 931427108   2,514,662 43,178 SH   SOLE   0 0 43,178
WASTE CONNECTIONS INC COM 94106B101   1,365,601 14,769 SH   SOLE   0 0 14,769
WATERS CORP COM 941848103   1,727,005 8,342 SH   SOLE   0 0 8,342
WELLTOWER INC COM 95040Q104   414,763 5,082 SH   SOLE   0 0 5,082
WEYERHAEUSER CO COM 962166104   1,240,113 41,380 SH   SOLE   0 0 41,380
XILINX INC COM 983919101   3,146,840 32,079 SH   SOLE   0 0 32,079
XYLEM INC COM 98419M100   870,383 12,131 SH   SOLE   0 0 12,131
ZEBRA TECHNOLOGIES CORP CL A 989207105   2,049,140 8,014 SH   SOLE   0 0 8,014
ZENDESK INC COM 98936J101   548,778 6,639 SH   SOLE   0 0 6,639
ZYNGA INC CL A 98986T108   1,594,952 203,594 SH   SOLE   0 0 203,594