The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
A. O. Smith Corporation COM 831865209 1,106 23,207 SH   SOLE   23,207 0 0
AARONS INC COM PAR $0.50 COM 002535300 668 11,700 SH   SOLE   11,700 0 0
ABBVIE INC COM 00287Y109 2,322 26,221 SH   SOLE   26,221 0 0
Adobe Inc. COM 00724F101 9,872 29,931 SH   SOLE   29,931 0 0
AES Corporation COM 00130H105 2,945 148,000 SH   SOLE   148,000 0 0
AIR LEASE CORP CL A COM 00912X302 1,064 22,391 SH   SOLE   22,391 0 0
Aircastle Limited COM G0129K104 2,845 88,874 SH   SOLE   88,874 0 0
Alamo Group Inc. COM 011311107 590 4,700 SH   SOLE   4,700 0 0
Albany International Corp. Cla COM 012348108 372 4,900 SH   SOLE   4,900 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 3,983 36,833 SH   SOLE   36,833 0 0
Alibaba Group Holding Ltd. Spo ADR 01609W102 3,712 17,500 SH   SOLE   17,500 0 0
Allergan plc COM G0177J108 4,397 23,000 SH   SOLE   23,000 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 931 8,300 SH   SOLE   8,300 0 0
ALLISON TRANSMISSION HLDGS INC COM 01973R101 242 5,000 SH   SOLE   5,000 0 0
ALLY FINL INC COM 02005N100 367 12,000 SH   SOLE   12,000 0 0
Alphabet Inc. Class C COM 02079K107 1,281 958 SH   SOLE   958 0 0
Altra Industrial Motion Corp. COM 02208R106 398 11,000 SH   SOLE   11,000 0 0
ALTRIA GROUP INC COM 02209S103 1,527 30,600 SH   SOLE   30,600 0 0
Amazon.com Inc. COM 023135106 4,477 2,423 SH   SOLE   2,423 0 0
AMEREN CORP COM 023608102 1,989 25,900 SH   SOLE   25,900 0 0
AMERICAN ELEC PWR INC COM 025537101 1,786 18,900 SH   SOLE   18,900 0 0
AMERICAN EXPRESS CO COM 025816109 1,332 10,700 SH   SOLE   10,700 0 0
American Water Works Company I COM 030420103 1,143 9,300 SH   SOLE   9,300 0 0
AMETEK Inc. COM 031100100 279 2,800 SH   SOLE   2,800 0 0
Anheuser-Busch InBev SA/NV Spo ADR 03524A108 222 2,700 SH   SOLE   2,700 0 0
ANTHEM INC COM 036752103 4,168 13,800 SH   SOLE   13,800 0 0
Aon plc COM G0408V102 1,250 6,000 SH   SOLE   6,000 0 0
Apple Inc. COM 037833100 5,471 18,630 SH   SOLE   18,630 0 0
Arch Capital Group Ltd. COM G0450A105 738 17,200 SH   SOLE   17,200 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 3,477 37,000 SH   SOLE   37,000 0 0
Assurant Inc. COM 04621X108 301 2,300 SH   SOLE   2,300 0 0
Athene Holding Ltd. Class A COM G0684D107 423 9,000 SH   SOLE   9,000 0 0
Automatic Data Processing Inc. COM 053015103 2,165 12,700 SH   SOLE   12,700 0 0
AUTOZONE INC COM 053332102 491 412 SH   SOLE   412 0 0
AVANGRID INC COM 05351W103 1,248 24,400 SH   SOLE   24,400 0 0
Avery Dennison Corporation COM 053611109 4,553 34,800 SH   SOLE   34,800 0 0
Avista Corporation COM 05379B107 1,601 33,300 SH   SOLE   33,300 0 0
Axos Financial Inc. COM 05465C100 1,944 64,200 SH   SOLE   64,200 0 0
Baker Hughes Company Class A COM 05722G100 1,937 75,565 SH   SOLE   75,565 0 0
BANK AMER CORP COM 060505104 17,078 484,895 SH   SOLE   484,895 0 0
BCE Inc. COM 05534B760 1,381 29,800 SH   SOLE   29,800 0 0
BECTON DICKINSON & CO COM 075887109 1,349 4,961 SH   SOLE   4,961 0 0
Black Hills Corporation COM 092113109 1,225 15,600 SH   SOLE   15,600 0 0
BlackRock Muni New York Interm COM 09255F109 622 40,587 SH   SOLE   40,587 0 0
BOEING CO COM 097023105 1,036 3,180 SH   SOLE   3,180 0 0
Bonanza Creek Energy Inc COM 097793400 1,879 80,500 SH   SOLE   80,500 0 0
BOOZ ALLEN HAMILTON HLDG CORP COM 099502106 2,383 33,500 SH   SOLE   33,500 0 0
Bristol-Myers Squibb Company COM 110122108 2,625 40,893 SH   SOLE   40,893 0 0
BROADCOM INC COM 11135F101 2,335 7,390 SH   SOLE   7,390 0 0
BRUNSWICK CORP COM 117043109 1,215 20,257 SH   SOLE   20,257 0 0
Cabot Corporation COM 127055101 4,438 93,400 SH   SOLE   93,400 0 0
Cabot Microelectronics Corpora COM 12709P103 722 5,000 SH   SOLE   5,000 0 0
Calavo Growers Inc. COM 128246105 217 2,400 SH   SOLE   2,400 0 0
Callon Petroleum Company COM 13123X102 3,036 628,550 SH   SOLE   628,550 0 0
Canadian Pacific Railway Limit COM 13645T100 4,443 17,426 SH   SOLE   17,426 0 0
Capital One Financial Corporat COM 14040H105 422 4,100 SH   SOLE   4,100 0 0
CARNIVAL CORP PAIRED CTF COM 143658300 824 16,212 SH   SOLE   16,212 0 0
Carpenter Technology Corporati COM 144285103 4,906 98,556 SH   SOLE   98,556 0 0
Cavco Industries Inc. COM 149568107 1,055 5,400 SH   SOLE   5,400 0 0
Celanese Corporation Class A COM 150870103 579 4,700 SH   SOLE   4,700 0 0
Centene Corporation COM 15135B101 2,101 33,422 SH   SOLE   33,422 0 0
CenterPoint Energy Inc. COM 15189T107 2,945 108,000 SH   SOLE   108,000 0 0
Chart Industries Inc. COM 16115Q308 2,916 43,200 SH   SOLE   43,200 0 0
Chemours Co. COM 163851108 2,393 132,300 SH   SOLE   132,300 0 0
Chevron Corporation COM 166764100 16,980 140,900 SH   SOLE   140,900 0 0
Cigna Corporation COM 125523100 4,137 20,231 SH   SOLE   20,231 0 0
Cimarex Energy Co. COM 171798101 2,892 55,100 SH   SOLE   55,100 0 0
Cisco Systems Inc. COM 17275R102 1,511 31,500 SH   SOLE   31,500 0 0
CITIGROUP INC COM NEW COM 172967424 3,523 44,100 SH   SOLE   44,100 0 0
Citizens Financial Group Inc. COM 174610105 430 10,600 SH   SOLE   10,600 0 0
CNO Financial Group Inc. COM 12621E103 3,017 166,400 SH   SOLE   166,400 0 0
COCA COLA CO COM 191216100 205 3,700 SH   SOLE   3,700 0 0
Cognizant Technology Solutions COM 192446102 1,165 18,780 SH   SOLE   18,780 0 0
Columbia Sportswear Company COM 198516106 832 8,300 SH   SOLE   8,300 0 0
Comcast Corporation Class A COM 20030N101 866 19,250 SH   SOLE   19,250 0 0
ConocoPhillips COM 20825C104 2,965 45,600 SH   SOLE   45,600 0 0
Consolidated Edison Inc. COM 209115104 2,226 24,600 SH   SOLE   24,600 0 0
Consolidated Water Co. Ltd. COM G23773107 1,014 62,205 SH   SOLE   62,205 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 437 12,000 SH   SOLE   12,000 0 0
Corcept Therapeutics Incorpora COM 218352102 565 46,700 SH   SOLE   46,700 0 0
Corning Inc. COM 219350105 1,138 39,100 SH   SOLE   39,100 0 0
Cracker Barrel Old Country Sto COM 22410J106 2,306 15,000 SH   SOLE   15,000 0 0
CSX Corporation COM 126408103 3,014 41,650 SH   SOLE   41,650 0 0
Cummins Inc. COM 231021106 2,228 12,450 SH   SOLE   12,450 0 0
Curtiss-Wright Corporation COM 231561101 409 2,900 SH   SOLE   2,900 0 0
D.R. Horton Inc. COM 23331A109 580 10,994 SH   SOLE   10,994 0 0
Darden Restaurants Inc. COM 237194105 360 3,300 SH   SOLE   3,300 0 0
DaVita Inc. COM 23918K108 773 10,300 SH   SOLE   10,300 0 0
Diageo plc Sponsored ADR ADR 25243Q205 227 1,350 SH   SOLE   1,350 0 0
Diamondback Energy Inc. COM 25278X109 5,190 55,891 SH   SOLE   55,891 0 0
Diodes Incorporated COM 254543101 1,867 33,113 SH   SOLE   33,113 0 0
Direxion Daily S&P 500 Bull 3x COM 25459W862 1,325 20,058 SH   SOLE   20,058 0 0
Direxion Daily Small Cap Bull COM 25459W847 274 3,800 SH   SOLE   3,800 0 0
Discover Financial Services COM 254709108 1,382 16,298 SH   SOLE   16,298 0 0
Discovery Inc. Class A COM 25470F104 579 17,700 SH   SOLE   17,700 0 0
Dollar General Corporation COM 256677105 3,198 20,500 SH   SOLE   20,500 0 0
Dollar Tree Inc. COM 256746108 3,797 40,370 SH   SOLE   40,370 0 0
Dominion Energy Inc COM 25746U109 2,327 28,100 SH   SOLE   28,100 0 0
DTE Energy Company COM 233331107 2,247 17,300 SH   SOLE   17,300 0 0
Duff&Phelps Utilities & Corpor COM 26432K108 7,366 805,953 SH   SOLE   805,953 0 0
Duke Energy Corporation COM 26441C204 2,353 25,800 SH   SOLE   25,800 0 0
Eagle Materials Inc. COM 26969P108 5,204 57,398 SH   SOLE   57,398 0 0
East West Bancorp Inc. COM 27579R104 687 14,100 SH   SOLE   14,100 0 0
Eastman Chemical Company COM 277432100 2,893 36,500 SH   SOLE   36,500 0 0
Eaton Corp. Plc COM G29183103 5,371 56,700 SH   SOLE   56,700 0 0
Eaton Vance California Municip COM 27826F101 631 46,809 SH   SOLE   46,809 0 0
Eaton Vance Floating Rate Inco COM 278284104 658 41,147 SH   SOLE   41,147 0 0
eBay Inc. COM 278642103 2,563 70,965 SH   SOLE   70,965 0 0
Ebix Inc. COM 278715206 525 15,700 SH   SOLE   15,700 0 0
Edison International COM 281020107 1,659 22,000 SH   SOLE   22,000 0 0
Edwards Lifesciences Corporati COM 28176E108 863 3,700 SH   SOLE   3,700 0 0
Eli Lilly and Company COM 532457108 4,153 31,600 SH   SOLE   31,600 0 0
EMCOR Group Inc. COM 29084Q100 1,450 16,800 SH   SOLE   16,800 0 0
Emerson Electric Co. COM 291011104 1,548 20,300 SH   SOLE   20,300 0 0
Encore Capital Group Inc. COM 292554102 774 21,900 SH   SOLE   21,900 0 0
EOG Resources Inc. COM 26875P101 7,538 90,000 SH   SOLE   90,000 0 0
EPAM Systems Inc. COM 29414B104 2,334 11,000 SH   SOLE   11,000 0 0
Essent Group Ltd. COM G3198U102 1,617 31,100 SH   SOLE   31,100 0 0
Estee Lauder Companies Inc. Cl COM 518439104 207 1,000 SH   SOLE   1,000 0 0
Euronet Worldwide Inc. COM 298736109 3,460 21,961 SH   SOLE   21,961 0 0
Evergy Inc. COM 30034W106 3,254 50,000 SH   SOLE   50,000 0 0
Expedia Group Inc. COM 30212P303 2,598 24,027 SH   SOLE   24,027 0 0
Extreme Networks Inc. COM 30226D106 467 63,300 SH   SOLE   63,300 0 0
Exxon Mobil Corporation COM 30231G102 11,814 169,300 SH   SOLE   169,300 0 0
Facebook Inc. Class A COM 30303M102 477 2,323 SH   SOLE   2,323 0 0
FedEx Corporation COM 31428X106 623 4,120 SH   SOLE   4,120 0 0
Ferro Corporation COM 315405100 486 32,800 SH   SOLE   32,800 0 0
Fifth Third Bancorp COM 316773100 2,290 74,502 SH   SOLE   74,502 0 0
First Midwest Bancorp Inc. COM 320867104 460 19,927 SH   SOLE   19,927 0 0
FIRST TR ABERDEEN GLBL OPP FD COM 337319107 4,513 403,330 SH   SOLE   403,330 0 0
Five Below Inc. COM 33829M101 895 7,000 SH   SOLE   7,000 0 0
Foot Locker Inc. COM 344849104 580 14,869 SH   SOLE   14,869 0 0
Fortune Brands Home & Security COM 34964C106 3,306 50,600 SH   SOLE   50,600 0 0
Forward Air Corporation COM 349853101 930 13,300 SH   SOLE   13,300 0 0
GALLAGHER ARTHUR J & CO COM 363576109 648 6,800 SH   SOLE   6,800 0 0
General Mills Inc. COM 370334104 214 4,000 SH   SOLE   4,000 0 0
Genpact Limited COM G3922B107 679 16,100 SH   SOLE   16,100 0 0
Global Payments Inc. COM 37940X102 12,728 69,719 SH   SOLE   69,719 0 0
Globant SA COM L44385109 1,209 11,400 SH   SOLE   11,400 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,015 4,415 SH   SOLE   4,415 0 0
Graphic Packaging Holding Comp COM 388689101 427 25,667 SH   SOLE   25,667 0 0
Hartford Financial Services Gr COM 416515104 912 15,000 SH   SOLE   15,000 0 0
HealthEquity Inc COM 42226A107 1,363 18,400 SH   SOLE   18,400 0 0
Herman Miller Inc. COM 600544100 533 12,800 SH   SOLE   12,800 0 0
HOLLYFRONTIER CORP COM 436106108 948 18,700 SH   SOLE   18,700 0 0
HOME DEPOT INC COM 437076102 5,656 25,900 SH   SOLE   25,900 0 0
Hubbell Incorporated Class B COM 443510607 3,163 21,400 SH   SOLE   21,400 0 0
HUMANA INC COM 444859102 2,199 6,000 SH   SOLE   6,000 0 0
Huntsman Corporation COM 447011107 2,095 86,700 SH   SOLE   86,700 0 0
II-VI Incorporated COM 902104108 2,061 61,200 SH   SOLE   61,200 0 0
Infosys Limited Sponsored ADR ADR 456788108 838 81,200 SH   SOLE   81,200 0 0
INGERSOLL-RAND PLC COM G47791101 2,540 19,110 SH   SOLE   19,110 0 0
INTEL CORP COM 458140100 1,101 18,400 SH   SOLE   18,400 0 0
International Business Machine COM 459200101 791 5,900 SH   SOLE   5,900 0 0
International Paper Company COM 460146103 4,287 93,100 SH   SOLE   93,100 0 0
IQVIA HLDGS INC COM 46266C105 1,628 10,538 SH   SOLE   10,538 0 0
iShares MSCI Brazil ETF COM 464286400 721 15,204 SH   SOLE   15,204 0 0
Jacobs Engineering Group Inc. COM 469814107 292 3,400 SH   SOLE   3,400 0 0
JAZZ PHARMACEUTICALS PLC SHS U COM G50871105 4,566 30,584 SH   SOLE   30,584 0 0
JetBlue Airways Corporation COM 477143101 382 20,400 SH   SOLE   20,400 0 0
JOHNSON & JOHNSON COM 478160104 1,430 9,800 SH   SOLE   9,800 0 0
JOYY Inc. Sponsored ADR Class ADR 46591M109 343 6,500 SH   SOLE   6,500 0 0
JPMORGAN CHASE & CO COM 46625H100 13,595 97,528 SH   SOLE   97,528 0 0
KANSAS CITY SOUTHERN COM NEW COM 485170302 1,562 10,200 SH   SOLE   10,200 0 0
KAR Auction Services Inc. COM 48238T109 436 20,000 SH   SOLE   20,000 0 0
KB HOME COM 48666K109 850 24,800 SH   SOLE   24,800 0 0
KELLOGG CO COM 487836108 201 2,900 SH   SOLE   2,900 0 0
Keurig Dr Pepper Inc. COM 49271V100 232 8,000 SH   SOLE   8,000 0 0
KEYCORP NEW COM 493267108 3,817 188,601 SH   SOLE   188,601 0 0
Kirby Corporation COM 497266106 3,778 42,200 SH   SOLE   42,200 0 0
L3Harris Technologies Inc COM 502431109 4,413 22,300 SH   SOLE   22,300 0 0
Lamar Advertising Company Clas COM 512816109 1,312 14,700 SH   SOLE   14,700 0 0
LGI HOMES INC COM 50187T106 1,964 27,800 SH   SOLE   27,800 0 0
LINCOLN NATL CORP IND COM 534187109 3,110 52,700 SH   SOLE   52,700 0 0
LKQ Corporation COM 501889208 543 15,200 SH   SOLE   15,200 0 0
Lockheed Martin Corporation COM 539830109 5,710 14,665 SH   SOLE   14,665 0 0
LOWES COS INC COM 548661107 1,001 8,360 SH   SOLE   8,360 0 0
Lululemon Athletica Inc COM 550021109 1,367 5,900 SH   SOLE   5,900 0 0
MAGELLAN MIDSTREAM PRTNRS LP C COM 559080106 3,037 48,300 SH   SOLE   48,300 0 0
MAGNA INTL INC COM 559222401 4,635 84,520 SH   SOLE   84,520 0 0
MARATHON PETE CORP COM 56585A102 9,514 157,906 SH   SOLE   157,906 0 0
Marriott Vacations Worldwide C COM 57164Y107 1,609 12,500 SH   SOLE   12,500 0 0
Marsh & McLennan Companies Inc COM 571748102 1,292 11,600 SH   SOLE   11,600 0 0
MARTIN MARIETTA MATLS INC COM 573284106 8,588 30,710 SH   SOLE   30,710 0 0
MASCO CORP COM 574599106 9,357 194,986 SH   SOLE   194,986 0 0
MASTEC INC COM 576323109 3,522 54,895 SH   SOLE   54,895 0 0
MASTERCARD INCORPORATED CL A COM 57636Q104 8,083 27,069 SH   SOLE   27,069 0 0
MATADOR RES CO COM 576485205 1,173 65,300 SH   SOLE   65,300 0 0
MDU Resources Group Inc. COM 552690109 2,525 85,000 SH   SOLE   85,000 0 0
MEDNAX Inc. COM 58502B106 934 33,600 SH   SOLE   33,600 0 0
MERCK & CO INC COM 58933Y105 7,011 77,088 SH   SOLE   77,088 0 0
METHODE ELECTRS INC COM 591520200 763 19,400 SH   SOLE   19,400 0 0
MetLife Inc. COM 59156R108 1,906 37,400 SH   SOLE   37,400 0 0
Microsoft Corporation COM 594918104 7,891 50,040 SH   SOLE   50,040 0 0
MOHAWK INDS INC COM 608190104 873 6,400 SH   SOLE   6,400 0 0
Monarch Casino & Resort Inc. COM 609027107 587 12,100 SH   SOLE   12,100 0 0
MORGAN STANLEY COM NEW COM 617446448 3,353 65,600 SH   SOLE   65,600 0 0
MYLAN N V SHS EURO COM N59465109 1,126 56,000 SH   SOLE   56,000 0 0
Navient Corp COM 63938C108 3,356 245,300 SH   SOLE   245,300 0 0
Nestle S.A. Sponsored ADR ADR 641069406 217 2,000 SH   SOLE   2,000 0 0
NextEra Energy Inc. COM 65339F101 2,906 12,000 SH   SOLE   12,000 0 0
NIKE Inc. Class B COM 654106103 7,193 71,003 SH   SOLE   71,003 0 0
NISOURCE INC COM 65473P105 1,579 56,700 SH   SOLE   56,700 0 0
Northrop Grumman Corporation COM 666807102 7,180 20,874 SH   SOLE   20,874 0 0
NRG Energy Inc. COM 629377508 1,252 31,500 SH   SOLE   31,500 0 0
Nuveen New York Municipal Valu COM 670706100 594 41,522 SH   SOLE   41,522 0 0
NXP Semiconductors NV COM N6596X109 3,156 24,800 SH   SOLE   24,800 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 614 1,400 SH   SOLE   1,400 0 0
OGE ENERGY CORP COM 670837103 2,028 45,600 SH   SOLE   45,600 0 0
ONEOK Inc. COM 682680103 4,260 56,300 SH   SOLE   56,300 0 0
OTTER TAIL CORP COM 689648103 2,211 43,100 SH   SOLE   43,100 0 0
Packaging Corporation of Ameri COM 695156109 3,628 32,400 SH   SOLE   32,400 0 0
Parsley Energy Inc. Class A COM 701877102 1,904 100,700 SH   SOLE   100,700 0 0
Patrick Industries Inc. COM 703343103 692 13,200 SH   SOLE   13,200 0 0
Perficient Inc. COM 71375U101 2,575 55,900 SH   SOLE   55,900 0 0
PERKINELMER INC COM 714046109 2,031 20,912 SH   SOLE   20,912 0 0
PGT INNOVATIONS INC COM 69336V101 467 31,300 SH   SOLE   31,300 0 0
PHILIP MORRIS INTL INC COM 718172109 1,489 17,500 SH   SOLE   17,500 0 0
Phillips 66 COM 718546104 7,308 65,600 SH   SOLE   65,600 0 0
Pilgrim's Pride Corporation COM 72147K108 236 7,200 SH   SOLE   7,200 0 0
Pinnacle West Capital Corporat COM 723484101 1,844 20,500 SH   SOLE   20,500 0 0
Pioneer Diversified High Incom COM 723653101 3,300 221,793 SH   SOLE   221,793 0 0
Pioneer Natural Resources Comp COM 723787107 8,065 53,283 SH   SOLE   53,283 0 0
PNC Financial Services Group I COM 693475105 1,454 9,110 SH   SOLE   9,110 0 0
PPL CORP COM 69351T106 2,199 61,300 SH   SOLE   61,300 0 0
PRA HEALTH SCIENCES INC COM 69354M108 1,972 17,744 SH   SOLE   17,744 0 0
Premier Inc. Class A COM 74051N102 1,232 32,532 SH   SOLE   32,532 0 0
Prudential Financial Inc. COM 744320102 3,965 42,300 SH   SOLE   42,300 0 0
Public Service Enterprise Grou COM 744573106 1,984 33,600 SH   SOLE   33,600 0 0
QORVO INC COM 74736K101 5,377 46,260 SH   SOLE   46,260 0 0
Raytheon Company COM 755111507 4,845 22,050 SH   SOLE   22,050 0 0
Regeneron Pharmaceuticals Inc. COM 75886F107 1,126 3,000 SH   SOLE   3,000 0 0
Rogers Corporation COM 775133101 1,327 10,639 SH   SOLE   10,639 0 0
Royal Caribbean Cruises Ltd. COM V7780T103 7,373 55,227 SH   SOLE   55,227 0 0
RPM International Inc. COM 749685103 2,165 28,200 SH   SOLE   28,200 0 0
Ryder System Inc. COM 783549108 1,417 26,100 SH   SOLE   26,100 0 0
Sealed Air Corporation COM 81211K100 1,685 42,300 SH   SOLE   42,300 0 0
SEMPRA ENERGY COM 816851109 2,636 17,400 SH   SOLE   17,400 0 0
ServiceNow Inc. COM 81762P102 1,045 3,700 SH   SOLE   3,700 0 0
Sherwin-Williams Company COM 824348106 2,451 4,200 SH   SOLE   4,200 0 0
Signature Bank COM 82669G104 5,674 41,532 SH   SOLE   41,532 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 8,357 69,136 SH   SOLE   69,136 0 0
Spirit AeroSystems Holdings In COM 848574109 437 6,000 SH   SOLE   6,000 0 0
Stericycle Inc. COM 858912108 440 6,900 SH   SOLE   6,900 0 0
Super Micro Computer Inc. COM 86800U104 1,119 46,600 SH   SOLE   46,600 0 0
Supernus Pharmaceuticals Inc. COM 868459108 1,252 52,774 SH   SOLE   52,774 0 0
SVB Financial Group COM 78486Q101 4,895 19,500 SH   SOLE   19,500 0 0
SYNNEX Corporation COM 87162W100 1,662 12,900 SH   SOLE   12,900 0 0
Synovus Financial Corp. COM 87161C501 651 16,600 SH   SOLE   16,600 0 0
SYSCO CORP COM 871829107 240 2,800 SH   SOLE   2,800 0 0
Tapestry Inc. COM 876030107 1,273 47,200 SH   SOLE   47,200 0 0
TE Connectivity Ltd. COM H84989104 2,073 21,626 SH   SOLE   21,626 0 0
TELEFLEX INC COM 879369106 828 2,200 SH   SOLE   2,200 0 0
Textron Inc. COM 883203101 285 6,400 SH   SOLE   6,400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,797 11,687 SH   SOLE   11,687 0 0
TJX COS INC NEW COM 872540109 831 13,602 SH   SOLE   13,602 0 0
T-Mobile US Inc. COM 872590104 1,004 12,800 SH   SOLE   12,800 0 0
TYSON FOODS INC CL A COM 902494103 228 2,500 SH   SOLE   2,500 0 0
U.S. Bancorp COM 902973304 3,712 62,600 SH   SOLE   62,600 0 0
ULTA BEAUTY INC COM 90384S303 4,341 17,150 SH   SOLE   17,150 0 0
Unilever PLC Sponsored ADR ADR 904767704 212 3,700 SH   SOLE   3,700 0 0
UNION PAC CORP COM 907818108 8,242 45,589 SH   SOLE   45,589 0 0
UNITED PARCEL SERVICE INC CL B COM 911312106 363 3,100 SH   SOLE   3,100 0 0
UNITED RENTALS INC COM 911363109 851 5,100 SH   SOLE   5,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7,943 27,019 SH   SOLE   27,019 0 0
V.F. Corporation COM 918204108 4,315 43,300 SH   SOLE   43,300 0 0
Valero Energy Corporation COM 91913Y100 4,111 43,900 SH   SOLE   43,900 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,498 11,410 SH   SOLE   11,410 0 0
VISA INC COM CL A COM 92826C839 6,106 32,497 SH   SOLE   32,497 0 0
VOYA FINL INC COM 929089100 5,902 96,786 SH   SOLE   96,786 0 0
W. R. Grace & Co. COM 38388F108 5,825 83,400 SH   SOLE   83,400 0 0
Webster Financial Corporation COM 947890109 1,329 24,900 SH   SOLE   24,900 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 2,411 7,301 SH   SOLE   7,301 0 0
Wells Fargo & Company COM 949746101 985 18,300 SH   SOLE   18,300 0 0
Western Asset Corporate Loan F COM 95790J102 312 31,492 SH   SOLE   31,492 0 0
Western Asset High Income Oppo COM 95766K109 356 70,221 SH   SOLE   70,221 0 0
Williams Companies Inc. COM 969457100 3,050 128,600 SH   SOLE   128,600 0 0
Xcel Energy Inc. COM 98389B100 2,317 36,500 SH   SOLE   36,500 0 0
Yandex NV Class A COM N97284108 1,599 36,776 SH   SOLE   36,776 0 0
Zoetis Inc. Class A COM 98978V103 3,228 24,388 SH   SOLE   24,388 0 0