| Kinsale Cap Group Inc COM(KNSL) | COM | 49714P108 | $8.2M | 21,973 | 2.5% |
| Lilly, ELI and Company(LLY) | COM | 532457108 | $7.7M | 16,413 | 2.3% |
| KBR Inc COM(KBR) | COM | 48242W106 | $6.6M | 101,281 | 2.0% |
| Cadence Design System Inc COM(CDNS) | COM | 127387108 | $5.9M | 25,157 | 1.8% |
| Terex Corp New COM(TEX) | COM | 880779103 | $5.6M | 93,577 | 1.7% |
| Interpublic Group COS Inc COM(IPG) | COM | 460690100 | $5.6M | 145,088 | 1.7% |
| Quanta Svcs Inc COM(PWR) | COM | 74762E102 | $5.6M | 28,356 | 1.7% |
| Novo-Nordisk A S ADR(NVO) | COM | 670100205 | $5.5M | 34,276 | 1.7% |
| Mckesson Corp COM(MCK) | COM | 58155Q103 | $5.3M | 12,360 | 1.6% |
| Belden Inc COM(BDC) | COM | 077454106 | $5.1M | 53,333 | 1.5% |
| Exxon Mobil Corp COM(XOM) | COM | 30231G102 | $5.0M | 46,150 | 1.5% |
| Steel Dynamics Inc COM(STLD) | COM | 858119100 | $4.9M | 45,205 | 1.5% |
| Performance Food Group Co COM(PFGC) | COM | 71377A103 | $4.8M | 79,461 | 1.4% |
| Lattice Semiconductor Corp COM(LSCC) | COM | 518415104 | $4.7M | 49,395 | 1.4% |
| Unumprovident Corp COM(UNM) | COM | 91529Y106 | $4.6M | 96,677 | 1.4% |
| Axon Enterprise Inc COM(AXON) | COM | 05464C101 | $4.4M | 22,402 | 1.3% |
| YPF S.A.(YPF) | COM | 984245100 | $4.2M | 278,743 | 1.3% |
| Facebook Inc CL A(META) | COM | 30303M102 | $4.0M | 13,934 | 1.2% |
| PG&E Corp COM(PCG) | COM | 69331C108 | $4.0M | 229,879 | 1.2% |
| Crocs Inc COM(CROX) | COM | 227046109 | $3.9M | 34,839 | 1.2% |
| ABB LTD Sponsored ADR(ABJA) | COM | 000375204 | $3.8M | 96,287 | 1.1% |
| Coty Inc COM CL A(COTY) | COM | 222070203 | $3.6M | 295,765 | 1.1% |
| Commercial Metals Co COM(CMC) | COM | 201723103 | $3.6M | 67,731 | 1.1% |
| Broadcom Inc COM(AVGO) | COM | 11135F101 | $3.6M | 4,092 | 1.1% |
| Gallagher Arthur J & Co COM(AJG) | COM | 363576109 | $3.5M | 16,109 | 1.1% |
| Fair Isaac Corp COM(FICO) | COM | 303250104 | $3.5M | 4,272 | 1.0% |
| Ishares TR S&P 500 VAL ET(IVE) | COM | 464287408 | $3.4M | 21,128 | 1.0% |
| Select Sector Spdr TR SBI Int-(XLI) | COM | 81369Y704 | $3.3M | 30,883 | 1.0% |
| Ishares TR Msci USA QLT F(QUAL) | COM | 46432F339 | $3.3M | 24,553 | 1.0% |
| Mitsubishi UFJ Finl Group Insp(MUFG) | COM | 606822104 | $3.3M | 448,304 | 1.0% |
| Pampa Energia S A Spons ADR LV(PAM) | COM | 697660207 | $3.3M | 76,244 | 1.0% |
| Ishares Inc Msci Eurzone E(EZU) | COM | 464286608 | $3.3M | 71,783 | 1.0% |
| Dicks Sporting Goods Inc COM(DKS) | COM | 253393102 | $3.2M | 24,570 | 1.0% |
| Cemex SAB de CV Spon ADR New(CX) | COM | 151290889 | $3.2M | 455,394 | 1.0% |
| UBS Group AG SHS(UBS) | COM | H42097107 | $3.2M | 157,866 | 1.0% |
| Berkshire Hathaway Inc del CL(BRK/B) | COM | 084670702 | $3.2M | 9,375 | 1.0% |
| Fomento Economico MEX(FMX) | COM | 344419106 | $3.2M | 28,495 | 1.0% |
| Ishares TR S&P 500 Grwt ETF(IVW) | COM | 464287309 | $3.1M | 44,624 | 0.9% |
| Grand Canyon ED Inc COM(LOPE) | COM | 38526M106 | $3.1M | 30,407 | 0.9% |
| Posco Holdings Inc(PKX) | COM | 693483109 | $3.1M | 42,144 | 0.9% |
| Ishares Silver Trust Ishares(SLV) | COM | 46428Q109 | $3.1M | 149,065 | 0.9% |
| America Movil SAB de CV(AMX) | COM | 02390A101 | $3.1M | 143,846 | 0.9% |
| Select Sector Spdr TR Technolo(XLK) | COM | 81369Y803 | $3.1M | 17,889 | 0.9% |
| Relx PLC(RELX) | COM | 759530108 | $3.1M | 92,261 | 0.9% |
| Banco Bilbao Vizcaya Argentasp(BBVA) | COM | 05946K101 | $3.0M | 396,420 | 0.9% |
| Wisdomtree TR ITL High DIV F(DTH) | COM | 97717W802 | $3.0M | 82,357 | 0.9% |
| Copa Holdings SA CL A(CPA) | COM | P31076105 | $3.0M | 27,310 | 0.9% |
| Aflac Inc COM(AFL) | COM | 001055102 | $3.0M | 42,646 | 0.9% |
| Ishares TR Msci Eafe ETF(EFA) | COM | 464287465 | $3.0M | 40,794 | 0.9% |
| Emcor Group Inc COM(EME) | COM | 29084Q100 | $2.9M | 15,896 | 0.9% |