| Conocophillips COM(COP) | COM | 20825C104 | $12.9M | 226,358 | 15.8% |
| Cisco SYS Inc COM(CSCO) | COM | 17275R102 | $10.8M | 219,208 | 13.3% |
| Abbvie Inc COM(ABBV) | COM | 00287Y109 | $9.1M | 120,317 | 11.2% |
| Costco Whsl Corp New COM(COST) | COM | 22160K105 | $6.1M | 21,112 | 7.4% |
| Ally Finl Inc COM(ALLY) | COM | 02005N100 | $3.1M | 94,309 | 3.8% |
| Alibaba Group Hldg LTD Sponsored ADS(BABA) | COM | 01609W102 | $2.8M | 16,991 | 3.5% |
| Corning Inc COM(GLW) | COM | 219350105 | $2.8M | 97,731 | 3.4% |
| Consolidated Edison Inc COM(ED) | COM | 209115104 | $2.5M | 26,125 | 3.0% |
| Charter Communications Inc N CL A(CHTR) | COM | 16119P108 | $2.1M | 5,087 | 2.6% |
| D R Horton Inc COM(DHI) | COM | 23331A109 | $1.9M | 35,931 | 2.3% |
| Adobe Inc COM(ADBE) | COM | 00724F101 | $1.7M | 6,231 | 2.1% |
| Cbre Group Inc CL A(CBRE) | COM | 12504L109 | $1.7M | 31,391 | 2.0% |
| Centene Corp del COM(CNC) | COM | 15135B101 | $1.4M | 31,748 | 1.7% |
| Corteva Inc COM(CTVA) | COM | 22052L104 | $1.3M | 47,786 | 1.6% |
| Conmed Corp COM(CNMD) | COM | 207410101 | $1.2M | 12,647 | 1.5% |
| Constellation Brands Inc CL A(STZ) | COM | 21036P108 | $1.2M | 5,732 | 1.5% |
| Cummins Inc COM(CMI) | COM | 231021106 | $1.2M | 7,272 | 1.4% |
| Carmax Inc COM(KMX) | COM | 143130102 | $1.1M | 12,873 | 1.4% |
| AMN Healthcare Services Inc COM(AMN) | COM | 001744101 | $1.1M | 18,920 | 1.3% |
| American Homes 4 Rent CL A(AMH) | COM | 02665T306 | $1.0M | 38,928 | 1.2% |
| Caci Intl Inc CL A(CACI) | COM | 127190304 | $962.0K | 4,162 | 1.2% |
| Darden Restaurants Inc COM(DRI) | COM | 237194105 | $887.0K | 7,506 | 1.1% |
| Biogen Inc COM(BIIB) | COM | 09062X103 | $810.0K | 3,483 | 1.0% |
| Crown Holdings Inc COM(CCK) | COM | 228368106 | $688.0K | 10,421 | 0.8% |
| Crown Castle Intl Corp New COM(CCI) | COM | 22822V101 | $650.0K | 4,680 | 0.8% |
| Cullen Frost Bankers Inc COM(CFR) | COM | 229899109 | $523.0K | 5,909 | 0.6% |
| DHI Group Inc COM(DHX) | COM | 23331S100 | $503.0K | 130,700 | 0.6% |
| Autozone Inc COM(AZO) | COM | 053332102 | $458.0K | 423 | 0.6% |
| Align Technology Inc COM(ALGN) | COM | 016255101 | $454.0K | 2,514 | 0.6% |
| Cadence Design System Inc COM(CDNS) | COM | 127387108 | $451.0K | 6,835 | 0.6% |
| Boston Scientific Corp COM(BSX) | COM | 101137107 | $436.0K | 10,736 | 0.5% |
| Cracker Barrel Old Ctry Stor COM(CBRL) | COM | 22410J106 | $426.0K | 2,624 | 0.5% |
| Advanced Micro Devices Inc COM(AMD) | COM | 007903107 | $406.0K | 14,030 | 0.5% |
| DXC Technology Co COM(DXC) | COM | 23355L106 | $390.0K | 13,245 | 0.5% |
| Alarm COM Hldgs Inc COM(ALRM) | COM | 011642105 | $386.0K | 8,289 | 0.5% |
| Akamai Technologies Inc COM(AKAM) | COM | 00971T101 | $366.0K | 4,011 | 0.4% |
| Blackline Inc COM(BL) | COM | 09239B109 | $341.0K | 7,149 | 0.4% |
| Ciena Corp COM New(CIEN) | COM | 171779309 | $329.0K | 8,387 | 0.4% |
| Axogen Inc COM(AXGN) | COM | 05463X106 | $312.0K | 25,034 | 0.4% |
| American Airls Group Inc COM(AAL) | COM | 02376R102 | $303.0K | 11,261 | 0.4% |
| Ishares TR USA Momentum FCT(MTUM) | COM | 46432F396 | $127.9K | 1,072,378 | 0.2% |
| Ishares TR Core S&p500 ETF(IVV) | COM | 464287200 | $122.9K | 411,543 | 0.2% |
| Cerus Corp COM(CERS) | COM | 157085101 | $119.0K | 23,192 | 0.1% |
| Ishares TR Core US Aggbd ET(AGG) | COM | 464287226 | $101.2K | 894,413 | 0.1% |
| Vanguard Scottsdale FDS Shrt TRM Corp BD(VCSH) | COM | 92206C409 | $98.8K | 1,218,398 | 0.1% |
| Ishares TR USA Quality Fctr(QUAL) | COM | 46432F339 | $94.8K | 1,026,012 | 0.1% |
| Schwab Strategic TR US Aggregate B(SCHZ) | COM | 808524839 | $93.7K | 1,740,516 | 0.1% |
| Antero RES Corp COM(AR) | COM | 03674X106 | $93.0K | 30,844 | 0.1% |
| CNX Resources Corporation COM(CNX) | COM | 12653C108 | $92.0K | 12,781 | 0.1% |
| Apple Inc COM(AAPL) | COM | 037833100 | $90.4K | 403,669 | 0.1% |