Q4 2019 Holdings
Filed 2020-02-07 | 916 holdings | $106.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LKQ Corp(LKQ) | COM | 501889208 | $425 | 11,904 | 0.0% |
| Dycom Inds Inc(DY) | COM | 267475101 | $425 | 9,004 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $428 | 2,106 | 0.0% |
| Raymond James Financial Inc(RJF) | COM | 754730109 | $429 | 4,797 | 0.0% |
| Westrock Co(WRKUSD) | COM | 96145D105 | $430 | 10,018 | 0.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $430 | 4,598 | 0.0% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $431 | 2,691 | 0.0% |
| Henry Jack & Assoc Inc(JKHY) | COM | 426281101 | $435 | 2,989 | 0.0% |
| Western UN Co(WU) | COM | 959802109 | $436 | 16,286 | 0.0% |
| Descartes SYS Group Inc(DSGX) | COM | 249906108 | $439 | 10,272 | 0.0% |
| Worthington Inds Inc(WOR) | COM | 981811102 | $445 | 10,543 | 0.0% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $448 | 3,120 | 0.0% |
| Brinker Intl Inc(EAT) | COM | 109641100 | $448 | 10,673 | 0.0% |
| Netscout SYS Inc(NTCT) | COM | 64115T104 | $453 | 18,810 | 0.0% |
| Lincoln Natl Corp IND(LNC) | COM | 534187109 | $455 | 7,704 | 0.0% |
| Cheesecake Factory Inc(CAKE) | COM | 163072101 | $456 | 11,728 | 0.0% |
| HNI Corp(HNI) | COM | 404251100 | $458 | 12,231 | 0.0% |
| Werner Enterprises Inc(WERN) | COM | 950755108 | $460 | 12,650 | 0.0% |
| Smucker J M Co(SJM) | COM NEW | 832696405 | $461 | 4,431 | 0.0% |
| Noble Energy Inc(NBL2EUR) | COM | 655044105 | $462 | 18,580 | 0.0% |
| Arconic Inc(ARNCCHF) | COM | 03965L100 | $463 | 15,048 | 0.0% |
| Old Dominion Freight Line in(ODFL) | COM | 679580100 | $471 | 2,481 | 0.0% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $473 | 5,263 | 0.0% |
| Nasdaq Inc(NDAQ) | COM | 631103108 | $477 | 4,457 | 0.0% |
| Brown Forman Corp(BF/B) | CL B | 115637209 | $478 | 7,077 | 0.0% |
| Edgewell Pers Care Co(EPC) | COM | 28035Q102 | $479 | 15,482 | 0.0% |
| Interdigital Inc(IDCC) | COM | 45867G101 | $485 | 8,892 | 0.0% |
| Hormel Foods Corp(HRL) | COM | 440452100 | $487 | 10,801 | 0.0% |
| United Rentals Inc(URI) | COM | 911363109 | $487 | 2,920 | 0.0% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $488 | 5,673 | 0.0% |
| Pilgrims Pride Corp New(PPC) | COM | 72147K108 | $490 | 14,969 | 0.0% |
| Duke Realty Corp(DREUSD) | COM NEW | 264411505 | $495 | 14,278 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $496 | 5,839 | 0.0% |
| Varian MED SYS Inc(VAREUR) | COM | 92220P105 | $502 | 3,532 | 0.0% |
| F M C Corp(FMC) | COM NEW | 302491303 | $503 | 5,035 | 0.0% |
| Centurylink Inc(CTLEUR) | COM | 156700106 | $503 | 38,115 | 0.0% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $503 | 2,003 | 0.0% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $504 | 24,606 | 0.0% |
| Leidos Hldgs Inc(LDOS) | COM | 525327102 | $506 | 5,170 | 0.0% |
| WW Intl Inc(WW6) | COM | 98262P101 | $507 | 13,268 | 0.0% |
| Idex Corp(IEX) | COM | 45167R104 | $508 | 2,954 | 0.0% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $510 | 13,771 | 0.0% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $511 | 9,336 | 0.0% |
| AES Corp(AES) | COM | 00130H105 | $513 | 25,789 | 0.0% |
| NVR Inc(NVR) | COM | 62944T105 | $514 | 135 | 0.0% |
| Healthcare Svcs GRP Inc(HCSG) | COM | 421906108 | $515 | 21,170 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $516 | 6,616 | 0.0% |
| Host Hotels & Resorts Inc(HST) | COM | 44107P104 | $517 | 27,858 | 0.0% |
| Cboe Global Markets Inc(CBOE) | COM | 12503M108 | $517 | 4,307 | 0.0% |
| Atmos Energy Corp(ATO) | COM | 049560105 | $518 | 4,635 | 0.0% |