| Adobe Inc COM(ADBE) | COM | 00724F101 | $7.6M | 16,055 | 10.9% |
| Conocophillips COM(COP) | COM | 20825C104 | $6.9M | 130,445 | 9.9% |
| Cummins Inc COM(CMI) | COM | 231021106 | $5.9M | 22,608 | 8.4% |
| Alibaba Group Hldg LTD Sponsor(BABA) | ADR | 01609W102 | $4.6M | 20,465 | 6.6% |
| Darden Restaurants Inc COM(DRI) | COM | 237194105 | $3.6M | 25,156 | 5.1% |
| BJS Wholesale Club Inc COM(BJ) | COM | 05550J101 | $3.4M | 74,926 | 4.8% |
| Cadence Design System Inc COM(CDNS) | COM | 127387108 | $3.0M | 22,242 | 4.4% |
| Connectone Bancorp Inc COM(CNOB) | COM | 20786W107 | $2.9M | 114,369 | 4.1% |
| Builders Firstsource Inc COM(BLDR) | COM | 12008R107 | $2.8M | 60,964 | 4.0% |
| Darling Ingredients Inc COM(DAR) | COM | 237266101 | $2.8M | 38,382 | 4.0% |
| Conmed Corp COM(CNMD) | COM | 207410101 | $2.6M | 20,274 | 3.8% |
| Customers Bancorp Inc COM(CUBI) | COM | 23204G100 | $2.6M | 81,922 | 3.7% |
| Dana Holding Corp COM(DAN) | COM | 235825205 | $2.6M | 105,523 | 3.7% |
| Allegheny Technologies Inc COM(ATI) | COM | 01741R102 | $2.4M | 114,040 | 3.4% |
| Americas Car-Mart Inc COM(CRMT) | COM | 03062T105 | $2.3M | 14,843 | 3.2% |
| Cars COM Inc(CARS) | COM | 14575E105 | $2.2M | 167,338 | 3.1% |
| Brinker Intl Inc COM(EAT) | COM | 109641100 | $2.1M | 29,375 | 3.0% |
| Corporate Office Pptys TR SH B(CDP) | COM | 22002T108 | $2.0M | 76,024 | 2.9% |
| Castle Biosciences Inc COM(CSTL) | COM | 14843C105 | $1.5M | 21,953 | 2.1% |
| Corsair Gaming Inc COM(CRSR) | COM | 22041X102 | $1.5M | 45,052 | 2.1% |
| Accuray Inc COM(ARAY) | COM | 004397105 | $1.3M | 257,932 | 1.8% |
| Axsome Therapeutics Inc COM(AXSM) | COM | 05464T104 | $1.0M | 18,088 | 1.5% |
| Biogen Inc COM(BIIB) | COM | 09062X103 | $636.0K | 2,274 | 0.9% |
| Crown Holdings Inc COM(CCK) | COM | 228368106 | $425.0K | 4,377 | 0.6% |
| Constellation Brands Inc CL A(STZ) | COM | 21036P108 | $275.0K | 1,207 | 0.4% |
| Cisco SYS Inc COM(CSCO) | COM | 17275R102 | $61.0K | 1,184 | 0.1% |
| Microsoft Corp COM(MSFT) | COM | 594918104 | $40.8K | 173,208 | 0.1% |
| Apple Inc COM(AAPL) | COM | 037833100 | $37.9K | 310,052 | 0.1% |
| Alphabet Inc Cap STK CL A(GOOGL) | COM | 02079K305 | $24.4K | 11,817 | 0.0% |
| Facebook Inc CL A(META) | COM | 30303M102 | $21.3K | 72,453 | 0.0% |
| Abbott Labs COM(ABT) | COM | 002824100 | $13.1K | 109,622 | 0.0% |
| Accenture PLC Ireland SHS Clas(ACN) | COM | G1151C101 | $12.3K | 44,543 | 0.0% |
| Quanta Svcs Inc COM(PWR) | COM | 74762E102 | $11.3K | 128,206 | 0.0% |
| Berkshire Hathaway Inc del CL(BRK/B) | COM | 084670702 | $10.9K | 42,481 | 0.0% |
| Paypal Hldgs Inc COM(PYPL) | COM | 70450Y103 | $9.9K | 40,953 | 0.0% |
| Mastercard Inc CL A(MA) | COM | 57636Q104 | $8.9K | 24,926 | 0.0% |
| Amedisys Inc COM(AMED) | COM | 023436108 | $8.5K | 32,092 | 0.0% |
| American Tower Corp New COM(AMT) | COM | 03027X100 | $8.2K | 34,460 | 0.0% |
| Citigroup Inc COM New(C) | COM | 172967424 | $8.1K | 110,967 | 0.0% |
| General Mtrs Co COM(GM) | COM | 37045V100 | $8.0K | 138,738 | 0.0% |
| Target Corp COM(TGT) | COM | 87612E106 | $7.8K | 39,281 | 0.0% |
| Wells Fargo Co New COM(WFC) | COM | 949746101 | $7.3K | 187,347 | 0.0% |
| Broadcom Inc COM(AVGO) | COM | 11135F101 | $7.2K | 15,607 | 0.0% |
| Aecom COM(ACM) | COM | 00766T100 | $7.2K | 111,816 | 0.0% |
| Deckers Outdoor Corp COM(DECK) | COM | 243537107 | $7.1K | 21,508 | 0.0% |
| Steel Dynamics Inc COM(STLD) | COM | 858119100 | $7.1K | 139,984 | 0.0% |
| Tesla Mtrs Inc COM(TSLA) | COM | 88160R101 | $6.9K | 10,397 | 0.0% |
| Hartford Finl Svcs Group Inc C(HIG) | COM | 416515104 | $6.9K | 103,413 | 0.0% |
| Procter & Gamble Co COM(PG) | COM | 742718109 | $6.8K | 50,456 | 0.0% |
| JPMorgan Chase & Co COM(JPM) | COM | 46625H100 | $6.8K | 44,615 | 0.0% |