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   2,785,044 17,854 SH   SOLE   0 0 17,854
AAON INC COM PAR $0.004 000360206   2,303,938 42,438 SH   SOLE   0 0 42,438
ABB LTD SPONSORED ADR 000375204   1,741,565 77,197 SH   SOLE   0 0 77,197
ABBOTT LABS COM 002824100   2,981,693 32,612 SH   SOLE   0 0 32,612
ADOBE INC COM 00724F101   2,379,461 5,466 SH   SOLE   0 0 5,466
AGILENT TECHNOLOGIES INC COM 00846U101   2,161,372 24,458 SH   SOLE   0 0 24,458
AGREE REALTY CORP COM 008492100   499,933 7,608 SH   SOLE   0 0 7,608
AIR PRODS & CHEMS INC COM 009158106   2,815,783 11,661 SH   SOLE   0 0 11,661
AKAMAI TECHNOLOGIES INC COM 00971T101   1,484,518 13,862 SH   SOLE   0 0 13,862
ALBEMARLE CORP COM 012653101   2,083,620 26,986 SH   SOLE   0 0 26,986
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   623,494 3,843 SH   SOLE   0 0 3,843
ALEXION PHARMACEUTICALS INC COM 015351109   547,055 4,874 SH   SOLE   0 0 4,874
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   588,748 2,729 SH   SOLE   0 0 2,729
ALLEGION PLC ORD SHS G0176J109   568,552 5,562 SH   SOLE   0 0 5,562
ALPHABET INC CAP STK CL A 02079K305   5,334,999 3,762 SH   SOLE   0 0 3,762
AMBARELLA INC SHS G037AX101   440,810 9,625 SH   SOLE   0 0 9,625
AMDOCS LTD SHS G02602103   288,401 4,737 SH   SOLE   0 0 4,737
AMERICAN HOMES 4 RENT CL A 02665T306   502,331 18,674 SH   SOLE   0 0 18,674
AMERICAN TOWER CORP NEW COM 03027X100   2,196,163 8,494 SH   SOLE   0 0 8,494
AMERICOLD RLTY TR COM 03064D108   258,762 7,128 SH   SOLE   0 0 7,128
AMGEN INC COM 031162100   2,157,584 9,148 SH   SOLE   0 0 9,148
AMN HEALTHCARE SVCS INC COM 001744101   1,118,536 24,724 SH   SOLE   0 0 24,724
AMPHENOL CORP NEW CL A 032095101   2,414,413 25,200 SH   SOLE   0 0 25,200
ANGIODYNAMICS INC COM 03475V101   237,885 23,391 SH   SOLE   0 0 23,391
ANSYS INC COM 03662Q105   858,112 2,941 SH   SOLE   0 0 2,941
APPLE INC COM 037833100   13,351,829 36,600 SH   SOLE   0 0 36,600
APPLIED MATLS INC COM 038222105   2,387,065 39,488 SH   SOLE   0 0 39,488
APTIV PLC SHS G6095L109   1,748,061 22,434 SH   SOLE   0 0 22,434
ARISTA NETWORKS INC COM 040413106   658,691 3,136 SH   SOLE   0 0 3,136
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,116,148 3,033 SH   SOLE   0 0 3,033
ASTRAZENECA PLC SPONSORED ADR 046353108   785,831 14,858 SH   SOLE   0 0 14,858
ATLASSIAN CORP PLC CL A G06242104   1,996,417 11,075 SH   SOLE   0 0 11,075
ATMOS ENERGY CORP COM 049560105   1,489,604 14,959 SH   SOLE   0 0 14,959
AUTOMATIC DATA PROCESSING IN COM 053015103   1,770,765 11,893 SH   SOLE   0 0 11,893
AUTOZONE INC COM 053332102   2,534,350 2,247 SH   SOLE   0 0 2,247
AVALARA INC COM 05338G106   2,874,207 21,596 SH   SOLE   0 0 21,596
AVALONBAY CMNTYS INC COM 053484101   1,094,996 7,081 SH   SOLE   0 0 7,081
AVERY DENNISON CORP COM 053611109   958,302 8,400 SH   SOLE   0 0 8,400
BALCHEM CORP COM 057665200   664,722 7,007 SH   SOLE   0 0 7,007
BARRICK GOLD CORPORATION COM 067901108   1,305,068 48,444 SH   SOLE   0 0 48,444
BECTON DICKINSON & CO COM 075887109   1,916,164 8,008 SH   SOLE   0 0 8,008
BEST BUY INC COM 086516101   2,603,085 29,828 SH   SOLE   0 0 29,828
BIOGEN INC COM 09062X103   1,401,514 5,238 SH   SOLE   0 0 5,238
BIOMARIN PHARMACEUTICAL INC COM 09061G101   867,036 7,030 SH   SOLE   0 0 7,030
BIO-TECHNE CORP COM 09073M104   824,051 3,121 SH   SOLE   0 0 3,121
BLACK KNIGHT INC COM 09215C105   605,338 8,343 SH   SOLE   0 0 8,343
BLACKLINE INC COM 09239B109   3,708,692 44,732 SH   SOLE   0 0 44,732
BOOKING HOLDINGS INC COM 09857L108   812,751 510 SH   SOLE   0 0 510
BOOT BARN HLDGS INC COM 099406100   469,017 21,754 SH   SOLE   0 0 21,754
BRIGHT HORIZONS FAM SOL IN D COM 109194100   684,917 5,844 SH   SOLE   0 0 5,844
BROADCOM INC COM 11135F101   1,276,465 4,044 SH   SOLE   0 0 4,044
BROOKS AUTOMATION INC NEW COM 114340102   300,330 6,789 SH   SOLE   0 0 6,789
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   936,584 11,847 SH   SOLE   0 0 11,847
CABLE ONE INC COM 12685J105   740,646 417 SH   SOLE   0 0 417
CADENCE DESIGN SYSTEM INC COM 127387108   3,006,091 31,327 SH   SOLE   0 0 31,327
CAMDEN PPTY TR SH BEN INT 133131102   724,951 7,947 SH   SOLE   0 0 7,947
CARETRUST REIT INC COM 14174T107   180,840 10,538 SH   SOLE   0 0 10,538
CARTERS INC COM 146229109   212,261 2,630 SH   SOLE   0 0 2,630
CBRE GROUP INC CL A 12504L109   705,191 15,595 SH   SOLE   0 0 15,595
CDW CORP COM 12514G108   695,920 5,990 SH   SOLE   0 0 5,990
CERIDIAN HCM HLDG INC COM 15677J108   220,529 2,782 SH   SOLE   0 0 2,782
CERNER CORP COM 156782104   1,441,717 21,032 SH   SOLE   0 0 21,032
CHARLES RIV LABS INTL INC COM 159864107   926,322 5,313 SH   SOLE   0 0 5,313
CHEMED CORP NEW COM 16359R103   756,895 1,678 SH   SOLE   0 0 1,678
CHEVRON CORP NEW COM 166764100   3,683,790 41,284 SH   SOLE   0 0 41,284
CHOICE HOTELS INTL INC COM 169905106   551,117 6,985 SH   SOLE   0 0 6,985
CHURCH & DWIGHT INC COM 171340102   1,481,076 19,160 SH   SOLE   0 0 19,160
CINTAS CORP COM 172908105   2,867,840 10,767 SH   SOLE   0 0 10,767
CISCO SYS INC COM 17275R102   1,146,489 24,582 SH   SOLE   0 0 24,582
CITRIX SYS INC COM 177376100   3,286,811 22,222 SH   SOLE   0 0 22,222
CLOROX CO DEL COM 189054109   3,320,527 15,137 SH   SOLE   0 0 15,137
COCA COLA CO COM 191216100   1,727,177 38,657 SH   SOLE   0 0 38,657
COGNEX CORP COM 192422103   431,895 7,232 SH   SOLE   0 0 7,232
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   1,294,826 22,788 SH   SOLE   0 0 22,788
COLGATE PALMOLIVE CO COM 194162103   1,620,314 22,117 SH   SOLE   0 0 22,117
COLUMBIA SPORTSWEAR CO COM 198516106   1,391,866 17,273 SH   SOLE   0 0 17,273
COMFORT SYS USA INC COM 199908104   528,099 12,959 SH   SOLE   0 0 12,959
CONOCOPHILLIPS COM 20825C104   285,410 6,792 SH   SOLE   0 0 6,792
COPART INC COM 217204106   1,160,730 13,939 SH   SOLE   0 0 13,939
CORESITE RLTY CORP COM 21870Q105   1,134,405 9,371 SH   SOLE   0 0 9,371
CORNING INC COM 219350105   1,719,456 66,388 SH   SOLE   0 0 66,388
CORTEVA INC COM 22052L104   757,298 28,268 SH   SOLE   0 0 28,268
COSTAR GROUP INC COM 22160N109   543,666 765 SH   SOLE   0 0 765
COUPA SOFTWARE INC COM 22266L106   386,643 1,396 SH   SOLE   0 0 1,396
CROWN CASTLE INTL CORP NEW COM 22822V101   2,862,681 17,106 SH   SOLE   0 0 17,106
CSW INDUSTRIALS INC COM 126402106   462,749 6,696 SH   SOLE   0 0 6,696
CTS CORP COM 126501105   320,069 15,972 SH   SOLE   0 0 15,972
CUMMINS INC COM 231021106   1,902,756 10,982 SH   SOLE   0 0 10,982
DEXCOM INC COM 252131107   2,822,769 6,963 SH   SOLE   0 0 6,963
DIGITAL RLTY TR INC COM 253868103   1,202,120 8,459 SH   SOLE   0 0 8,459
DOCUSIGN INC COM 256163106   1,550,896 9,006 SH   SOLE   0 0 9,006
DOLLAR GEN CORP NEW COM 256677105   3,333,577 17,498 SH   SOLE   0 0 17,498
DOMINOS PIZZA INC COM 25754A201   706,000 1,911 SH   SOLE   0 0 1,911
DONALDSON INC COM 257651109   776,071 16,683 SH   SOLE   0 0 16,683
DORMAN PRODUCTS INC COM 258278100   700,149 10,439 SH   SOLE   0 0 10,439
DOVER CORP COM 260003108   2,243,550 23,235 SH   SOLE   0 0 23,235
DUKE REALTY CORP COM NEW 264411505   1,119,685 31,638 SH   SOLE   0 0 31,638
EATON CORP PLC SHS G29183103   554,827 6,342 SH   SOLE   0 0 6,342
ECOLAB INC COM 278865100   2,375,039 11,938 SH   SOLE   0 0 11,938
EDWARDS LIFESCIENCES CORP COM 28176E108   1,165,030 16,858 SH   SOLE   0 0 16,858
EMERSON ELEC CO COM 291011104   2,274,751 36,672 SH   SOLE   0 0 36,672
ENVESTNET INC COM 29404K106   282,876 3,847 SH   SOLE   0 0 3,847
EPAM SYS INC COM 29414B104   1,876,214 7,445 SH   SOLE   0 0 7,445
EQUINIX INC COM 29444U700   2,281,744 3,249 SH   SOLE   0 0 3,249
EQUITY LIFESTYLE PPTYS INC COM 29472R108   2,334,418 37,363 SH   SOLE   0 0 37,363
EQUITY RESIDENTIAL SH BEN INT 29476L107   948,992 16,134 SH   SOLE   0 0 16,134
ESSEX PPTY TR INC COM 297178105   641,247 2,798 SH   SOLE   0 0 2,798
ETSY INC COM 29786A106   800,549 7,536 SH   SOLE   0 0 7,536
EXPEDITORS INTL WASH INC COM 302130109   2,251,139 29,605 SH   SOLE   0 0 29,605
EXTRA SPACE STORAGE INC COM 30225T102   275,928 2,987 SH   SOLE   0 0 2,987
EXXON MOBIL CORP COM 30231G102   2,184,471 48,848 SH   SOLE   0 0 48,848
F M C CORP COM NEW 302491303   1,907,623 19,149 SH   SOLE   0 0 19,149
F5 NETWORKS INC COM 315616102   1,321,220 9,472 SH   SOLE   0 0 9,472
FACEBOOK INC CL A 30303M102   8,490,699 37,392 SH   SOLE   0 0 37,392
FACTSET RESH SYS INC COM 303075105   2,675,589 8,146 SH   SOLE   0 0 8,146
FASTENAL CO COM 311900104   2,497,962 58,309 SH   SOLE   0 0 58,309
FIVE BELOW INC COM 33829M101   308,093 2,882 SH   SOLE   0 0 2,882
FLOWSERVE CORP COM 34354P105   452,275 15,858 SH   SOLE   0 0 15,858
FORWARD AIR CORP COM 349853101   626,233 12,570 SH   SOLE   0 0 12,570
FOX FACTORY HLDG CORP COM 35138V102   3,852,901 46,640 SH   SOLE   0 0 46,640
FRANKLIN ELEC INC COM 353514102   732,595 13,949 SH   SOLE   0 0 13,949
GARMIN LTD SHS H2906T109   527,643 5,412 SH   SOLE   0 0 5,412
GARTNER INC COM 366651107   1,103,658 9,096 SH   SOLE   0 0 9,096
GENTEX CORP COM 371901109   1,433,425 55,624 SH   SOLE   0 0 55,624
GENUINE PARTS CO COM 372460105   2,865,927 32,957 SH   SOLE   0 0 32,957
GILDAN ACTIVEWEAR INC COM 375916103   1,317,755 85,071 SH   SOLE   0 0 85,071
GODADDY INC CL A 380237107   1,339,796 18,271 SH   SOLE   0 0 18,271
GRAINGER W W INC COM 384802104   2,476,549 7,883 SH   SOLE   0 0 7,883
GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 400506101   1,474,932 20,537 SH   SOLE   0 0 20,537
HEICO CORP NEW CL A 422806208   2,490,722 30,659 SH   SOLE   0 0 30,659
HENRY SCHEIN INC COM 806407102   854,439 14,633 SH   SOLE   0 0 14,633
HERMITAGE OFFSHORE SERVICE L SHS G4511M108   10,368 20,000 SH   SOLE   0 0 20,000
HERSHEY CO COM 427866108   445,763 3,439 SH   SOLE   0 0 3,439
HEXCEL CORP NEW COM 428291108   552,272 12,213 SH   SOLE   0 0 12,213
HILL ROM HLDGS INC COM 431475102   921,603 8,395 SH   SOLE   0 0 8,395
HMS HLDGS CORP COM 40425J101   437,027 13,493 SH   SOLE   0 0 13,493
HOLOGIC INC COM 436440101   2,638,669 46,292 SH   SOLE   0 0 46,292
HUNT J B TRANS SVCS INC COM 445658107   442,116 3,674 SH   SOLE   0 0 3,674
IDEXX LABS INC COM 45168D104   290,692 880 SH   SOLE   0 0 880
IHS MARKIT LTD SHS G47567105   1,148,230 15,208 SH   SOLE   0 0 15,208
ILLINOIS TOOL WKS INC COM 452308109   3,044,920 17,414 SH   SOLE   0 0 17,414
ILLUMINA INC COM 452327109   613,304 1,656 SH   SOLE   0 0 1,656
IMPERIAL OIL LTD COM NEW 453038408   1,331,391 82,940 SH   SOLE   0 0 82,940
INCYTE CORP COM 45337C102   745,045 7,166 SH   SOLE   0 0 7,166
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   1,024,309 21,798 SH   SOLE   0 0 21,798
INTEL CORP COM 458140100   1,014,524 16,957 SH   SOLE   0 0 16,957
INTUIT COM 461202103   1,114,370 3,762 SH   SOLE   0 0 3,762
INTUITIVE SURGICAL INC COM NEW 46120E602   316,199 555 SH   SOLE   0 0 555
IPG PHOTONICS CORP COM 44980X109   669,147 4,172 SH   SOLE   0 0 4,172
ISHARES SILVER TR ISHARES 46428Q109   176,904 10,400 SH   SOLE   0 0 10,400
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   688,767 6,242 SH   SOLE   0 0 6,242
JOHNSON & JOHNSON COM 478160104   4,383,755 31,172 SH   SOLE   0 0 31,172
JUNIPER NETWORKS INC COM 48203R104   297,019 12,993 SH   SOLE   0 0 12,993
KFORCE INC COM 493732101   514,652 17,595 SH   SOLE   0 0 17,595
KIMBERLY CLARK CORP COM 494368103   2,671,442 18,899 SH   SOLE   0 0 18,899
KIRKLAND LAKE GOLD LTD COM 49741E100   2,061,330 49,984 SH   SOLE   0 0 49,984
KLA CORP COM NEW 482480100   5,654,720 29,076 SH   SOLE   0 0 29,076
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303   990,125 21,138 SH   SOLE   0 0 21,138
KORN FERRY COM NEW 500643200   490,271 15,954 SH   SOLE   0 0 15,954
LA Z BOY INC COM 505336107   704,806 26,046 SH   SOLE   0 0 26,046
LABORATORY CORP AMER HLDGS COM NEW 50540R409   709,954 4,274 SH   SOLE   0 0 4,274
LAM RESEARCH CORP COM 512807108   3,141,259 9,711 SH   SOLE   0 0 9,711
LAUDER ESTEE COS INC CL A 518439104   1,917,965 10,165 SH   SOLE   0 0 10,165
LHC GROUP INC COM 50187A107   1,326,293 7,608 SH   SOLE   0 0 7,608
LILLY ELI & CO COM 532457108   1,768,606 10,772 SH   SOLE   0 0 10,772
LINDE PLC SHS G5494J103   1,792,061 8,449 SH   SOLE   0 0 8,449
LISTED FD TR WAHED FTSE ETF 53656F607   881,788 32,941 SH   SOLE   0 0 32,941
LITTELFUSE INC COM 537008104   588,693 3,450 SH   SOLE   0 0 3,450
LOWES COS INC COM 548661107   4,089,950 30,269 SH   SOLE   0 0 30,269
LULULEMON ATHLETICA INC COM 550021109   1,508,971 4,836 SH   SOLE   0 0 4,836
MAGNA INTL INC COM 559222401   1,649,501 37,042 SH   SOLE   0 0 37,042
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105   768,305 21,914 SH   SOLE   0 0 21,914
MASCO CORP COM 574599106   486,826 9,696 SH   SOLE   0 0 9,696
MCCORMICK & CO INC COM NON VTG 579780206   2,037,816 11,358 SH   SOLE   0 0 11,358
MEDPACE HLDGS INC COM 58506Q109   570,617 6,134 SH   SOLE   0 0 6,134
MEDTRONIC PLC SHS G5960L103   3,583,604 39,080 SH   SOLE   0 0 39,080
MERCK & CO. INC COM 58933Y105   1,250,969 16,177 SH   SOLE   0 0 16,177
METHODE ELECTRS INC COM 591520200   306,870 9,817 SH   SOLE   0 0 9,817
METTLER TOLEDO INTERNATIONAL COM 592688105   1,545,260 1,918 SH   SOLE   0 0 1,918
MICROSOFT CORP COM 594918104   10,894,756 53,534 SH   SOLE   0 0 53,534
MID-AMER APT CMNTYS INC COM 59522J103   490,049 4,274 SH   SOLE   0 0 4,274
MONDELEZ INTL INC CL A 609207105   1,917,391 37,500 SH   SOLE   0 0 37,500
MONSTER BEVERAGE CORP NEW COM 61174X109   1,274,325 18,383 SH   SOLE   0 0 18,383
MOODYS CORP COM 615369105   829,687 3,020 SH   SOLE   0 0 3,020
NETAPP INC COM 64110D104   1,134,502 25,569 SH   SOLE   0 0 25,569
NEW RELIC INC COM 64829B100   235,362 3,416 SH   SOLE   0 0 3,416
NEW YORK TIMES CO CL A 650111107   633,182 15,065 SH   SOLE   0 0 15,065
NEWMONT CORP COM 651639106   2,678,400 43,382 SH   SOLE   0 0 43,382
NIKE INC CL B 654106103   1,106,953 11,290 SH   SOLE   0 0 11,290
NIO INC SPON ADS 62914V106   192,831 24,978 SH   SOLE   0 0 24,978
NOVARTIS AG SPONSORED ADR 66987V109   1,312,076 15,023 SH   SOLE   0 0 15,023
NOVO-NORDISK A S ADR 670100205   1,426,745 21,789 SH   SOLE   0 0 21,789
NUCOR CORP COM 670346105   1,710,003 41,294 SH   SOLE   0 0 41,294
NVIDIA CORPORATION COM 67066G104   2,064,051 5,433 SH   SOLE   0 0 5,433
OKTA INC CL A 679295105   776,397 3,878 SH   SOLE   0 0 3,878
OLD DOMINION FREIGHT LINE IN COM 679580100   4,813,580 28,384 SH   SOLE   0 0 28,384
OLLIES BARGAIN OUTLET HLDGS COM 681116109   6,853,167 70,181 SH   SOLE   0 0 70,181
OMNICELL INC COM 68213N109   911,606 12,909 SH   SOLE   0 0 12,909
ONTO INNOVATION INC COM 683344105   643,555 18,906 SH   SOLE   0 0 18,906
OREILLY AUTOMOTIVE INC COM 67103H107   1,277,344 3,029 SH   SOLE   0 0 3,029
PALO ALTO NETWORKS INC COM 697435105   1,339,130 5,831 SH   SOLE   0 0 5,831
PAYCOM SOFTWARE INC COM 70432V102   5,005,284 16,160 SH   SOLE   0 0 16,160
PAYLOCITY HLDG CORP COM 70438V106   1,277,559 8,757 SH   SOLE   0 0 8,757
PC CONNECTION INC COM 69318J100   717,395 15,474 SH   SOLE   0 0 15,474
PENTAIR PLC SHS G7S00T104   1,741,849 45,850 SH   SOLE   0 0 45,850
PEPSICO INC COM 713448108   3,348,132 25,315 SH   SOLE   0 0 25,315
PFIZER INC COM 717081103   648,436 19,830 SH   SOLE   0 0 19,830
PHILLIPS 66 COM 718546104   678,457 9,436 SH   SOLE   0 0 9,436
PLANET FITNESS INC CL A 72703H101   593,404 9,797 SH   SOLE   0 0 9,797
PROCTER AND GAMBLE CO COM 742718109   2,900,651 24,259 SH   SOLE   0 0 24,259
PROLOGIS INC. COM 74340W103   2,234,386 23,941 SH   SOLE   0 0 23,941
PROS HOLDINGS INC COM 74346Y103   460,715 10,369 SH   SOLE   0 0 10,369
PS BUSINESS PKS INC CALIF COM 69360J107   428,473 3,236 SH   SOLE   0 0 3,236
PTC INC COM 69370C100   406,522 5,226 SH   SOLE   0 0 5,226
QUALYS INC COM 74758T303   285,507 2,745 SH   SOLE   0 0 2,745
QUANTA SVCS INC COM 74762E102   1,840,780 46,923 SH   SOLE   0 0 46,923
QUEST DIAGNOSTICS INC COM 74834L100   535,418 4,698 SH   SOLE   0 0 4,698
RALPH LAUREN CORP CL A 751212101   1,105,018 15,237 SH   SOLE   0 0 15,237
REALPAGE INC COM 75606N109   422,500 6,499 SH   SOLE   0 0 6,499
REALTY INCOME CORP COM 756109104   682,392 11,469 SH   SOLE   0 0 11,469
REGENERON PHARMACEUTICALS COM 75886F107   1,574,206 2,524 SH   SOLE   0 0 2,524
RINGCENTRAL INC CL A 76680R206   366,523 1,286 SH   SOLE   0 0 1,286
RIO TINTO PLC SPONSORED ADR 767204100   1,738,844 30,951 SH   SOLE   0 0 30,951
ROBERT HALF INTL INC COM 770323103   706,126 13,366 SH   SOLE   0 0 13,366
ROLLINS INC COM 775711104   373,158 8,803 SH   SOLE   0 0 8,803
ROPER TECHNOLOGIES INC COM 776696106   2,214,909 5,705 SH   SOLE   0 0 5,705
ROSS STORES INC COM 778296103   2,739,105 32,134 SH   SOLE   0 0 32,134
RPM INTL INC COM 749685103   1,064,605 14,183 SH   SOLE   0 0 14,183
SALESFORCE COM INC COM 79466L302   2,171,111 11,590 SH   SOLE   0 0 11,590
SAP SE SPON ADR 803054204   1,170,807 8,363 SH   SOLE   0 0 8,363
SAREPTA THERAPEUTICS INC COM 803607100   234,986 1,466 SH   SOLE   0 0 1,466
SBA COMMUNICATIONS CORP NEW CL A 78410G104   1,451,058 4,871 SH   SOLE   0 0 4,871
SEAGATE TECHNOLOGY PLC SHS G7945M107   407,862 8,425 SH   SOLE   0 0 8,425
SEATTLE GENETICS INC COM 812578102   706,445 4,158 SH   SOLE   0 0 4,158
SHERWIN WILLIAMS CO COM 824348106   1,785,370 3,090 SH   SOLE   0 0 3,090
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   507,153 10,399 SH   SOLE   0 0 10,399
SKECHERS U S A INC CL A 830566105   244,764 7,800 SH   SOLE   0 0 7,800
SKYWORKS SOLUTIONS INC COM 83088M102   3,904,318 30,536 SH   SOLE   0 0 30,536
SMITH A O CORP COM 831865209   2,046,479 43,431 SH   SOLE   0 0 43,431
SNAP INC CL A 83304A106   599,389 25,517 SH   SOLE   0 0 25,517
SOLARWINDS CORP COM 83417Q105   370,787 20,984 SH   SOLE   0 0 20,984
SOUTHERN COPPER CORP COM 84265V105   1,835,912 46,163 SH   SOLE   0 0 46,163
SOUTHWEST AIRLS CO COM 844741108   1,297,820 37,970 SH   SOLE   0 0 37,970
SPDR GOLD TR GOLD SHS 78463V107   463,615 2,770 SH   SOLE   0 0 2,770
SPLUNK INC COM 848637104   1,028,744 5,177 SH   SOLE   0 0 5,177
SPS COMMERCE INC COM 78463M107   239,953 3,194 SH   SOLE   0 0 3,194
SQUARE INC CL A 852234103   1,941,748 18,503 SH   SOLE   0 0 18,503
STANDARD MTR PRODS INC COM 853666105   541,875 13,152 SH   SOLE   0 0 13,152
STANLEY BLACK & DECKER INC COM 854502101   1,747,263 12,536 SH   SOLE   0 0 12,536
STARBUCKS CORP COM 855244109   1,431,466 19,452 SH   SOLE   0 0 19,452
STRYKER CORPORATION COM 863667101   866,228 4,807 SH   SOLE   0 0 4,807
SUN CMNTYS INC COM 866674104   2,074,958 15,293 SH   SOLE   0 0 15,293
SWITCH INC CL A 87105L104   423,261 23,752 SH   SOLE   0 0 23,752
SYKES ENTERPRISES INC COM 871237103   316,066 11,427 SH   SOLE   0 0 11,427
SYSCO CORP COM 871829107   2,751,399 50,337 SH   SOLE   0 0 50,337
TARGET CORP COM 87612E106   2,559,180 21,339 SH   SOLE   0 0 21,339
TE CONNECTIVITY LTD REG SHS H84989104   778,979 9,552 SH   SOLE   0 0 9,552
TELEFLEX INCORPORATED COM 879369106   1,478,344 4,062 SH   SOLE   0 0 4,062
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   846,646 784 SH   SOLE   0 0 784
TETRA TECH INC NEW COM 88162G103   845,200 10,683 SH   SOLE   0 0 10,683
TEXAS INSTRS INC COM 882508104   722,646 5,691 SH   SOLE   0 0 5,691
THE TRADE DESK INC COM CL A 88339J105   338,564 833 SH   SOLE   0 0 833
TIFFANY & CO NEW COM 886547108   588,346 4,825 SH   SOLE   0 0 4,825
TJX COS INC NEW COM 872540109   776,150 15,351 SH   SOLE   0 0 15,351
TRACTOR SUPPLY CO COM 892356106   548,856 4,165 SH   SOLE   0 0 4,165
TRANE TECHNOLOGIES PLC SHS G8994E103   1,513,391 17,008 SH   SOLE   0 0 17,008
TRANSUNION COM 89400J107   3,005,535 34,531 SH   SOLE   0 0 34,531
TWILIO INC CL A 90138F102   1,297,717 5,914 SH   SOLE   0 0 5,914
TWITTER INC COM 90184L102   1,845,101 61,937 SH   SOLE   0 0 61,937
TYLER TECHNOLOGIES INC COM 902252105   1,545,665 4,456 SH   SOLE   0 0 4,456
U S PHYSICAL THERAPY INC COM 90337L108   409,907 5,059 SH   SOLE   0 0 5,059
UBIQUITI INC COM 90353W103   406,376 2,328 SH   SOLE   0 0 2,328
UDR INC COM 902653104   354,752 9,490 SH   SOLE   0 0 9,490
ULTA BEAUTY INC COM 90384S303   1,715,620 8,434 SH   SOLE   0 0 8,434
UNILEVER PLC SPON ADR NEW 904767704   1,388,654 25,303 SH   SOLE   0 0 25,303
UNION PAC CORP COM 907818108   1,083,201 6,407 SH   SOLE   0 0 6,407
V F CORP COM 918204108   1,763,983 28,946 SH   SOLE   0 0 28,946
VEEVA SYS INC CL A COM 922475108   1,386,939 5,916 SH   SOLE   0 0 5,916
VERISIGN INC COM 92343E102   2,256,877 10,912 SH   SOLE   0 0 10,912
VERISK ANALYTICS INC COM 92345Y106   1,027,983 6,040 SH   SOLE   0 0 6,040
VULCAN MATLS CO COM 929160109   813,096 7,019 SH   SOLE   0 0 7,019
WASTE CONNECTIONS INC COM 94106B101   773,050 8,242 SH   SOLE   0 0 8,242
WATERS CORP COM 941848103   752,339 4,170 SH   SOLE   0 0 4,170
XILINX INC COM 983919101   1,659,047 16,862 SH   SOLE   0 0 16,862
XYLEM INC COM 98419M100   401,259 6,177 SH   SOLE   0 0 6,177
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   1,025,592 4,007 SH   SOLE   0 0 4,007
ZENDESK INC COM 98936J101   297,815 3,364 SH   SOLE   0 0 3,364
ZYNGA INC CL A 98986T108   973,404 102,034 SH   SOLE   0 0 102,034