| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $41.6M | 2,776,100 | 18.3% |
| AbbVie Inc(ABBV) | COM | 00287Y109 | $21.1M | 227,400 | 9.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $16.5M | 48,100 | 7.2% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $16.4M | 74,900 | 7.2% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $14.6M | 70,100 | 6.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $12.8M | 392,400 | 5.7% |
| Conocophillips(COP) | COM | 20825C104 | $12.1M | 174,200 | 5.3% |
| Bausch Health Companies(BHC) | COM | 071734107 | $11.6M | 500,500 | 5.1% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $10.1M | 67,200 | 4.5% |
| CarMax Inc(KMX) | COM | 143130102 | $7.4M | 101,200 | 3.2% |
| Box Inc(BOX) | COM | 10316T104 | $6.3M | 250,600 | 2.8% |
| CommVault Systems Inc(CVLT) | COM | 204166102 | $6.1M | 93,300 | 2.7% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $4.9M | 45,700 | 2.2% |
| Crown Castle International Corp(CCI) | COM | 22822V101 | $3.9M | 36,200 | 1.7% |
| Cbre Group Inc Common Stock Class A(CBRE) | COM | 12504L109 | $3.5M | 72,700 | 1.5% |
| AMC Networks Inc(AMCX) | COM | 00164V103 | $3.0M | 49,000 | 1.3% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $2.4M | 41,000 | 1.1% |
| Bio-Rad Laboratories(BIO) | COM | 090572207 | $2.4M | 8,300 | 1.1% |
| Credit Acceptance Corp(CACC) | COM | 225310101 | $2.2M | 6,300 | 1.0% |
| Dana Incorporated(DAN) | COM | 235825205 | $2.2M | 107,600 | 1.0% |
| D.R. Horton Inc(DHI) | COM | 23331A109 | $2.0M | 49,000 | 0.9% |
| Applied Optoelectronics Inc(AAOI) | COM | 03823U102 | $2.0M | 43,500 | 0.9% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $1.8M | 91,300 | 0.8% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $1.6M | 18,700 | 0.7% |
| Chart Industries Inc(GTLS) | COM | 16115Q308 | $1.5M | 24,500 | 0.7% |
| Cubesmart(CUBE) | COM | 229663109 | $1.4M | 44,500 | 0.6% |
| Autozone Inc(AZO) | COM | 053332102 | $1.3M | 1,900 | 0.6% |
| Charles River Laboratories International(CRL) | COM | 159864107 | $1.2M | 10,600 | 0.5% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $1.1M | 45,000 | 0.5% |
| American Axle & Manufacturing Holdings(DCH) | COM | 024061103 | $1.1M | 69,700 | 0.5% |
| Ciena Corp(CIEN) | COM | 171779309 | $1.0M | 38,800 | 0.5% |
| Caci International Inc(CACI) | COM | 127190304 | $994.0K | 5,900 | 0.4% |
| Cracker Barrel Old Country Store Inc(CBRL) | COM | 22410J106 | $937.0K | 6,000 | 0.4% |
| BlackBerry Ltd(BB) | COM | 09228F103 | $670.0K | 69,500 | 0.3% |
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $582.0K | 8,500 | 0.3% |
| AutoNation Inc(AN) | COM | 05329W102 | $563.0K | 11,600 | 0.2% |
| Biocryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $428.0K | 74,800 | 0.2% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $421.0K | 17,100 | 0.2% |
| Cullen T Bankers Inc(CFR) | COM | 229899109 | $400.0K | 3,700 | 0.2% |
| Ishares Russell 2000 ETF(IWM) | COM | 464287655 | $340.4K | 2,078,800 | 0.1% |
| Axcelis Technologies Inc(ACLS) | COM | 054540208 | $267.0K | 13,500 | 0.1% |
| Spdr Energy Select Sector Fund(XLE) | COM | 81369Y506 | $222.0K | 2,923,100 | 0.1% |
| Spdr S&P Utilities ETF(XLU) | COM | 81369Y886 | $180.9K | 3,482,400 | 0.1% |
| Consumer Discretionary Select Sector SPD(XLY) | COM | 81369Y407 | $115.8K | 1,059,300 | 0.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $112.0K | 65,900 | 0.0% |
| iShares iBoxx $ High Yield Corp Bond ETF(HYG) | COM | 464288513 | $103.4K | 1,215,900 | 0.0% |
| Spdr S&P Oil & Gas Explor & Product | COM | 78464A730 | $99.3K | 2,305,200 | 0.0% |
| Facebook Inc(META) | COM | 30303M102 | $83.5K | 429,600 | 0.0% |
| Spdr Blberg Barclays High Yield Bond ETF | COM | 78464A417 | $68.5K | 1,930,500 | 0.0% |
| Invesco QQQ Trust Series 1(QQQ) | COM | 46090E103 | $68.2K | 397,500 | 0.0% |