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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED ENERGY INDS COM 007973100   231,434 2,698 SH   SOLE 1 2,698 0 0
AES CORP COM 00130H105   234,049 8,138 SH   SOLE 1 8,138 0 0
AIR PRODS & CHEMS INC COM 009158106   556,101 1,804 SH   SOLE 1 1,804 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   433,555 5,143 SH   SOLE 1 5,143 0 0
AMAZON COM INC COM 023135106   276,276 3,289 SH   SOLE 1 3,289 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   397,337 6,283 SH   SOLE 1 6,283 0 0
APPLIED MATLS INC COM 038222105   230,401 2,366 SH   SOLE 1 2,366 0 0
ASSOCIATED BANC CORP COM 045487105   243,553 10,548 SH   SOLE 1 10,548 0 0
AUTODESK INC COM 052769106   208,547 1,116 SH   SOLE 1 1,116 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   363,067 1,520 SH   SOLE 1 1,520 0 0
AVISTA CORP COM 05379B107   322,174 7,266 SH   SOLE 1 7,266 0 0
BANKUNITED INC COM 06652K103   218,053 6,419 SH   SOLE 1 6,419 0 0
BELDEN INC COM 077454106   205,346 2,856 SH   SOLE 1 2,856 0 0
BOISE CASCADE CO DEL COM 09739D100   216,104 3,147 SH   SOLE 1 3,147 0 0
BOSTON SCIENTIFIC CORP COM 101137107   789,042 17,053 SH   SOLE 1 17,053 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   207,936 2,890 SH   SOLE 1 2,890 0 0
CASEYS GEN STORES INC COM 147528103   251,048 1,119 SH   SOLE 1 1,119 0 0
CDW CORP COM 12514G108   446,271 2,499 SH   SOLE 1 2,499 0 0
CELANESE CORP DEL COM 150870103   237,401 2,322 SH   SOLE 1 2,322 0 0
CENTERPOINT ENERGY INC COM 15189T107   508,001 16,939 SH   SOLE 1 16,939 0 0
CF INDS HLDGS INC COM 125269100   210,188 2,467 SH   SOLE 1 2,467 0 0
CITIZENS FINL GROUP INC COM 174610105   884,762 22,473 SH   SOLE 1 22,473 0 0
CNO FINL GROUP INC COM 12621E103   378,396 16,560 SH   SOLE 1 16,560 0 0
CONAGRA BRANDS INC COM 205887102   961,153 24,836 SH   SOLE 1 24,836 0 0
CONSOLIDATED EDISON INC COM 209115104   427,751 4,488 SH   SOLE 1 4,488 0 0
CORNING INC COM 219350105   266,699 8,350 SH   SOLE 1 8,350 0 0
CVS HEALTH CORP COM 126650100   345,735 3,710 SH   SOLE 1 3,710 0 0
D R HORTON INC COM 23331A109   679,336 7,621 SH   SOLE 1 7,621 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   253,121 7,703 SH   SOLE 1 7,703 0 0
DONALDSON INC COM 257651109   299,060 5,080 SH   SOLE 1 5,080 0 0
DOVER CORP COM 260003108   668,248 4,935 SH   SOLE 1 4,935 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   999,003 9,700 SH   SOLE 1 9,700 0 0
EATON CORP PLC SHS G29183103   525,155 3,346 SH   SOLE 1 3,346 0 0
EDISON INTL COM 281020107   203,648 3,201 SH   SOLE 1 3,201 0 0
EMERSON ELEC CO COM 291011104   870,688 9,064 SH   SOLE 1 9,064 0 0
ENERGIZER HLDGS INC NEW COM 29272W109   266,387 7,940 SH   SOLE 1 7,940 0 0
ENTERGY CORP NEW COM 29364G103   375,975 3,342 SH   SOLE 1 3,342 0 0
ESCO TECHNOLOGIES INC COM 296315104   206,594 2,360 SH   SOLE 1 2,360 0 0
EXPEDITORS INTL WASH INC COM 302130109   478,032 4,600 SH   SOLE 1 4,600 0 0
EXXON MOBIL CORP COM 30231G102   280,934 2,547 SH   SOLE 1 2,547 0 0
GARTNER INC COM 366651107   235,298 700 SH   SOLE 1 700 0 0
GENERAL MLS INC COM 370334104   217,423 2,593 SH   SOLE 1 2,593 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   326,554 951 SH   SOLE 1 951 0 0
HCA HEALTHCARE INC COM 40412C101   382,016 1,592 SH   SOLE 1 1,592 0 0
HONEYWELL INTL INC COM 438516106   325,736 1,520 SH   SOLE 1 1,520 0 0
HP INC COM 40434L105   205,233 7,638 SH   SOLE 1 7,638 0 0
IDEXX LABS INC COM 45168D104   255,791 627 SH   SOLE 1 627 0 0
JUNIPER NETWORKS INC COM 48203R104   294,639 9,219 SH   SOLE 1 9,219 0 0
KELLOGG CO COM 487836108   448,598 6,297 SH   SOLE 1 6,297 0 0
KEYCORP COM 493267108   220,938 12,683 SH   SOLE 1 12,683 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   311,176 1,819 SH   SOLE 1 1,819 0 0
LENNAR CORP CL A 526057104   222,178 2,455 SH   SOLE 1 2,455 0 0
LINDE PLC SHS G5494J103   281,167 862 SH   SOLE 1 862 0 0
LOCKHEED MARTIN CORP COM 539830109   270,488 556 SH   SOLE 1 556 0 0
MCDONALDS CORP COM 580135101   664,886 2,523 SH   SOLE 1 2,523 0 0
METLIFE INC COM 59156R108   351,139 4,852 SH   SOLE 1 4,852 0 0
MONDELEZ INTL INC CL A 609207105   304,191 4,564 SH   SOLE 1 4,564 0 0
MORGAN STANLEY COM NEW 617446448   306,072 3,600 SH   SOLE 1 3,600 0 0
NEKTAR THERAPEUTICS COM 640268108   33,403 14,780 SH   SOLE 1 14,780 0 0
NEXTERA ENERGY INC COM 65339F101   468,411 5,603 SH   SOLE 1 5,603 0 0
NORFOLK SOUTHN CORP COM 655844108   476,083 1,932 SH   SOLE 1 1,932 0 0
NORTHWESTERN CORP COM NEW 668074305   274,922 4,633 SH   SOLE 1 4,633 0 0
OLD REP INTL CORP COM 680223104   420,307 17,404 SH   SOLE 1 17,404 0 0
PACCAR INC COM 693718108   293,941 2,970 SH   SOLE 1 2,970 0 0
PACIFIC PREMIER BANCORP COM 69478X105   410,248 12,999 SH   SOLE 1 12,999 0 0
PINNACLE WEST CAP CORP COM 723484101   974,148 12,811 SH   SOLE 1 12,811 0 0
PPL CORP COM 69351T106   680,621 23,293 SH   SOLE 1 23,293 0 0
PULTE GROUP INC COM 745867101   331,959 7,291 SH   SOLE 1 7,291 0 0
QORVO INC COM 74736K101   266,028 2,935 SH   SOLE 1 2,935 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   296,062 13,732 SH   SOLE 1 13,732 0 0
SEMPRA COM 816851109   595,134 3,851 SH   SOLE 1 3,851 0 0
SILGAN HOLDINGS INC COM 827048109   290,615 5,606 SH   SOLE 1 5,606 0 0
STATE STR CORP COM 857477103   485,433 6,258 SH   SOLE 1 6,258 0 0
STRYKER CORPORATION COM 863667101   298,278 1,220 SH   SOLE 1 1,220 0 0
SYNCHRONY FINANCIAL COM 87165B103   407,398 12,398 SH   SOLE 1 12,398 0 0
SYNOVUS FINL CORP COM NEW 87161C501   227,440 6,057 SH   SOLE 1 6,057 0 0
TJX COS INC NEW COM 872540109   320,947 4,032 SH   SOLE 1 4,032 0 0
T-MOBILE US INC COM 872590104   316,820 2,263 SH   SOLE 1 2,263 0 0
TRAVELERS COMPANIES INC COM 89417E109   457,476 2,440 SH   SOLE 1 2,440 0 0
VULCAN MATLS CO COM 929160109   501,165 2,862 SH   SOLE 1 2,862 0 0
WABTEC COM 929740108   305,818 3,064 SH   SOLE 1 3,064 0 0
WALMART INC COM 931142103   434,870 3,067 SH   SOLE 1 3,067 0 0
WASTE MGMT INC DEL COM 94106L109   642,580 4,096 SH   SOLE 1 4,096 0 0
WEC ENERGY GROUP INC COM 92939U106   449,298 4,792 SH   SOLE 1 4,792 0 0
WENDYS CO COM 95058W100   315,847 13,957 SH   SOLE 1 13,957 0 0
WISDOMTREE INC COM 97717P104   141,896 26,036 SH   SOLE 1 26,036 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   201,243 2,937 SH   SOLE 1 2,937 0 0
YUM BRANDS INC COM 988498101   274,091 2,140 SH   SOLE 1 2,140 0 0