| Dell Technologies, Inc. |
DELL |
7.1% |
| NetApp, Inc. |
NTAP |
3.0% |
| Jabil, Inc. |
JBL |
2.9% |
| JB Hunt Transport Services, Inc. |
JBHT |
2.6% |
| eBay, Inc. |
EBAY |
2.3% |
| Deere & Co. |
DE |
2.3% |
| Allstate Corp. |
ALL |
2.3% |
| The Travelers Cos, Inc. |
TRV |
2.2% |
| Union Pacific Corp. |
UNP |
2.2% |
| Altria Group, Inc. |
MO |
2.2% |
| EOG Resources, Inc. |
EOG |
2.2% |
| Johnson & Johnson |
JNJ |
2.2% |
| Cheniere Energy, Inc. |
LNG |
2.2% |
| Merck & Co., Inc. |
MRK |
2.2% |
| United Therapeutics Corp. |
UTHR |
2.1% |
| Williams-Sonoma, Inc. |
WSM |
2.1% |
| Incyte Corp. |
INCY |
2.0% |
| Colgate-Palmolive Co. |
CL |
2.0% |
| Kimberly-Clark Corp. |
KMB |
2.0% |
| T Rowe Price Group, Inc. |
TROW |
2.0% |
| Sysco Corp. |
SYY |
2.0% |
| Progressive Corp. |
PGR |
2.0% |
| PulteGroup, Inc. |
PHM |
2.0% |
| Bristol-Myers Squibb Co. |
BMY |
2.0% |
| W R Berkley Corp. |
WRB |
1.9% |
| Amazon.com, Inc. |
AMZN |
1.9% |
| The Hartford Insurance Group, Inc. |
HIG |
1.9% |
| Gilead Sciences, Inc. |
GILD |
1.9% |
| Procter & Gamble Co. |
PG |
1.9% |
| Darden Restaurants, Inc. |
DRI |
1.9% |
| United Parcel Service (Class B) |
UPS |
1.9% |
| Dollar Tree, Inc. |
DLTR |
1.7% |
| PepsiCo, Inc. |
PEP |
1.7% |
| Ameriprise Financial, Inc. |
AMP |
1.7% |
| Marsh & McLennan Cos, Inc. |
MRSH |
1.7% |
| Omnicom Group, Inc. |
OMC |
1.7% |
| The Kroger Co. |
KR |
1.6% |
| AutoZone, Inc. |
AZO |
1.6% |
| HCA Healthcare, Inc. |
HCA |
1.5% |
| Lowe's Companies, Inc. |
LOW |
1.5% |
| NVR, Inc. |
NVR |
1.5% |
| Newmont Corp |
NEM |
1.4% |
| PayPal Holdings, Inc. |
PYPL |
1.4% |
| Adobe Inc. |
ADBE |
1.3% |
| Broadridge Financial Solutions |
BR |
1.2% |
| Lululemon Athletica, Inc. |
LULU |
1.1% |
| Tractor Supply Co. |
TSCO |
1.1% |
| Zoetis, Inc. |
ZTS |
1.1% |
| Leidos Holdings, Inc. |
LDOS |
1.0% |
| Cognizant Technology Solutions |
CTSH |
0.9% |
| Total as % of Net Assets |
|
97.81% |
