| Cummins Engine(CMI) | COM | 231021106 | $17.9M | 78,666 | 17.4% |
| Abbvie Incorporated(ABBV) | COM | 00287Y109 | $16.7M | 155,598 | 16.2% |
| Dr Horton(DHI) | COM | 23331A109 | $12.5M | 181,776 | 12.2% |
| Accel Entertainment Inc(ACEL) | COM | 00436Q106 | $10.8M | 1,067,170 | 10.5% |
| Addus Homecare Corp.(ADUS) | COM | 006739106 | $9.5M | 81,072 | 9.2% |
| Arrow Electronics Incorporated(ARW) | COM | 042735100 | $6.3M | 64,293 | 6.1% |
| BlackLine Incorporated(BL) | COM | 09239B109 | $4.3M | 32,464 | 4.2% |
| Callaway Golf Company(CALY) | COM | 131193104 | $3.8M | 159,943 | 3.7% |
| Cerence Incorporated(CRNC) | COM | 156727109 | $3.3M | 32,515 | 3.2% |
| Chegg Incorporated(CHGG) | COM | 163092109 | $2.7M | 29,710 | 2.6% |
| Ascendis Phrama A/S Spon ADR(ASND) | ADR | 04351P101 | $2.5M | 15,276 | 2.5% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $1.9M | 8,735 | 1.9% |
| Autozone(AZO) | COM | 053332102 | $1.6M | 1,352 | 1.6% |
| Artisan Partners Asset Managem(APAM) | COM | 04316A108 | $1.2M | 24,255 | 1.2% |
| Darden Restaurants(DRI) | COM | 237194105 | $1.1M | 8,846 | 1.0% |
| BridgeBio Pharma Inc.(BBIO) | COM | 10806X102 | $1.0M | 14,101 | 1.0% |
| Camping World Holdings Inc Cla(CWH) | COM | 13462K109 | $967.0K | 37,129 | 0.9% |
| Castle Biosciences Inc(CSTL) | COM | 14843C105 | $939.0K | 13,991 | 0.9% |
| Axon Enterprise Incorporated.o(AXON) | COM | 05464C101 | $579.0K | 4,723 | 0.6% |
| Beam Therapeutics Incorporated(BEAM) | COM | 07373V105 | $539.0K | 6,599 | 0.5% |
| Brooks Automation Incorporated(AZTA) | COM | 114340102 | $495.0K | 7,297 | 0.5% |
| AxoGen Incorporated(AXGN) | COM | 05463X106 | $466.0K | 26,037 | 0.5% |
| Carnival Corporation(CCL) | COM | 143658300 | $348.0K | 16,086 | 0.3% |
| Bill.com Holdings Inc(BILL) | COM | 090043100 | $253.0K | 1,854 | 0.2% |
| Taiwan Semiconductor(TSM) | ADR | 874039100 | $41.4K | 379,902 | 0.0% |
| Diamondback Energy Incorporate(FANG) | COM | 25278X109 | $39.7K | 820,117 | 0.0% |
| British American Tob(BMTA) | ADR | 110448107 | $35.1K | 934,970 | 0.0% |
| WPX Energy Incorporated.old | COM | 98212B103 | $30.1K | 3,695,191 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $27.5K | 216,469 | 0.0% |
| Invesco S&P 500 Equal Weight E(RSP) | ETF | 46137V357 | $26.9K | 211,118 | 0.0% |
| Valvoline Incorporated(VVV) | COM | 92047W101 | $24.1K | 1,043,119 | 0.0% |
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $22.4K | 63,911 | 0.0% |
| Barclays PLC(BCS) | ADR | 06738E204 | $21.4K | 2,681,214 | 0.0% |
| I N G Groep N V Adr(ING) | ADR | 456837103 | $20.8K | 2,206,912 | 0.0% |
| Element Solutions Incorporated(ESI) | COM | 28618M106 | $20.7K | 1,165,415 | 0.0% |
| Enstar Group Limited Shs | COM | G3075P101 | $20.5K | 99,986 | 0.0% |
| Vanguard S/T Corp Bond ETF(VCSH) | ETF | 92206C409 | $20.3K | 243,964 | 0.0% |
| Bankunited Inc Com(BKU) | COM | 06652K103 | $19.2K | 550,856 | 0.0% |
| Cannae Holdings Incorporated(CNNE) | COM | 13765N107 | $18.3K | 412,720 | 0.0% |
| ViacomCBS Incorporated(0VVB) | COM | 92556H206 | $17.8K | 477,000 | 0.0% |
| Hubbell Incorporated Class B(HUBB) | COM | 443510607 | $17.6K | 112,245 | 0.0% |
| KB Financial Group Incorporate(KBIA) | ADR | 48241A105 | $17.2K | 433,232 | 0.0% |
| Fortune Brands Home & Security(FBIN) | COM | 34964C106 | $16.2K | 189,201 | 0.0% |
| Reliance Steel & Aluminum(RS) | COM | 759509102 | $15.9K | 132,740 | 0.0% |
| TechTarget Incorporated(EFT) | COM | 87874R100 | $15.1K | 255,651 | 0.0% |
| Core Mark Holding Company Inco(CORE) | COM | 218681104 | $14.9K | 506,419 | 0.0% |
| Trimas Corporation(TRS) | COM | 896215209 | $14.7K | 465,195 | 0.0% |
| Terminix Global Holdings Incor | COM | 88087E100 | $14.6K | 286,655 | 0.0% |
| Pioneer Natural Resources Comp(PXDEUR) | COM | 723787107 | $14.6K | 127,846 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $14.0K | 181,997 | 0.0% |