New Purchases: PCOR, YETI, APPS, HYXF, BANC, CNO, QQEW, WFCPL.PFD, BHVN, FAMI, XP, ESTC, XPRO, ADC, BIRD, AAL, ANAT, COLD, ANAB, BACPL.PFD, CAPE, BHLB, EAT, BRKR, CTRA, CADE, CADE, CHCO, CCO, RFI, LODE, CNDT, CCSI, CPLG, DBI, DBRG, DRE, EPRPC.PFD, JETS, AMZA, EHC, EPAC, ERIE, ERO, ESE, FIGS, CIBR, FTSL, FIVN, FNV, GTX, LIT, HT, HFC, HHC, IDA, INVA, PDP, JKD, SMMD, BBEU, BBJP, BBCA, BBAX, KD, LOOP, LYLT, MGNX, MANT, MTTR, MLI, NHC, NHI, NWLI, NMPH.PFD, NTCT, JWN, OTLY, ONL, OSTK, PSB, PD, PZZA, PNTG, PAG, PII, PGEN, DTIL, PFG, RLJPA.PFD, RIVN, RUBY, SRLN, SRPT, SCSC, SI, SITC, SKX, SRNE, SR, TSAT, TELL, TEX, TWST, RARE, UNF, UNFI, UNG, USO, VCEB, VSH, VPG, VSTO, WSO, WERN, WAL, WGO, EZM,
Added Positions: AAPL, COIN, U, IJR, PYPL, IVV, VWO, JPST, BRK.A, RTX, VCIT, GOOG, IJH, LYFT, AMZN, IEI, BRK.B, CLR, EMR, MBUU, SHW, IWN, MINT, SBUX, ANTM, BX, CBRE, COST, FB, FRC, HD, JPM, JNJ, NKE, TMO, UNH, AON, ACN, ETN, APTV, INMD, ASML, ABT, ABBV, ADBE, AMD, ABNB, BABA, GOOGL, AMT, ADP, BKNG, BOOT, BTI, AVGO, CVX, CPRT, DHR, DLR, DIS, DPZ, EOG, EW, FTV, GNRC, HON, IBM, VRIG, INTU, IQV, DVY, GVI, PFF, IEFA, SHYG, JD, LULU, MMC, MA, MRK, MDLZ, NSC, NVO, ORCL, PEP, PFE, PM, PGR, PRU, QCOM, ROLL, RDS.B, SPGI, SIVB, SONY, SUI, TJX, TGT, TXN, TSCO, TFC, URI, VIG, VMW, WEC, WST, ALLE, RE, HELE, ICHR, LBTYK, NCLH, RNR, STE, LILAK, TNP, CB, AES, ACM, ASIX, AMG, ARE, ALGN, ALL, AEP, AMH, AMP, AME, ADI, BUD, AMAT, AZN, AVTR, BCE, BOKF, BAC, BOH, BMO, GOLD, BDX, BHP, BXP, BFAM, BR, BAM, BRO, CDW, CHRW, CME, CMS, CABO, CPT, CP, CAH, CCL, CNC, CRL, CHTR, CAKE, CMG, CSCO, C, CFG, CLX, CTSH, CMCSA, COP, COO, CPNG, CVET, CCI, CW, DXC, DAR, PLAY, DE, DELL, DAL, DOCN, DISCA, DISCK, DISH, DFS, D, DSL, DOW, DKNG, DUK, EXP, EWBC, EGP, EBAY, EA, ETR, EFX, EQIX, WTRG, EVRG, ES, EXC, EXPD, FCN, FDS, FICO, FIS, FITB, FIW, FPE, FOXF, BEN, GLPI, GD, GE, GIS, GNTX, GSK, GL, GDDY, GGG, GPK, GWRE, HE, HR, HEI.A, HP, JKHY, HRI, HLT, HOLX, HRL, HLI, HUM, HBAN, IAC, IHC, ING, INTC, NTLA, ICE, IFF, IRM, SLV, EWZ, TIP, IVW, IEF, SHY, IBB, IJT, IDV, SHV, ITB, HDV, MCHI, SUSB, ESGU, USHY, JJSF, J, JEF, KLAC, KDP, KEYS, KMB, KMI, KEX, KHC, LSTR, EL, LBRDA, LSXMA, LSXMK, BATRA, FWONK, FWONA, BATRK, LLY, LNC, LMT, MGEE, MSCI, MAC, MAR, MTCH, MKC, MPW, MRCY, MCY, MTH, MCHP, MAA, MRNA, TAP, MCRI, MCO, NRG, NOV, NDAQ, NNN, NAVI, NFLX, NBIX, NEE, NOC, NG, DNOW, NEA, NAC, NUMG, NUSC, NUDM, ORLY, ORI, OHI, OPEN, OTEX, OSK, OTIS, OTTR, PNC, PPG, PANW, PH, PTEN, PEB, PENN, PMT, PKI, PSX, PING, PLUG, POR, PRGS, RLI, RPM, O, REG, REGN, REZI, ROIC, RIO, ROP, R, SEIC, SLM, SPSC, SGMO, SAP, SGMS, SMG, SGEN, XLE, XLC, SRE, NOW, SBNY, SPG, SSD, TSLX, SNBR, SNAP, SO, SCCO, LUV, SPR, STT, STL, SNV, SYY, TMUS, TRP, TDY, BLD, TD, TDG, TSN, USB, UAA, UNIT, UVV, VLO, SMH, VDE, VFH, VHT, VGSH, VBR, VV, VTI, VRSN, VRSK, VRTX, VIAC, VMEO, WDFC, WCN, WM, SBI, WY, WTFC, WETF, XEL, XYL, YUM, ZBRA, ZBH, ZM,
Reduced Positions: T, CDNS, AZPN, PTON, MDB, MPWR, VEU, IWM, IEMG, ODFL, LAZR, CIVI, CIVI, HYG, SUSC, ESML, MCD, MELI, MDY, UL, VYM, VNQ, WMT, AMCR, AXS, IVZ, MDT, ALC, CRSP, SPOT, CHKP, CGNT, CGNT, FLEX, AFL, ATVI, AYX, AMX, AXP, AIG, APA, ARMK, ATO, AVB, AVNS, BP, BKR, SAN, BCS, BAX, BBBY, BYND, BIIB, BHF, CVBF, FUN, CTXS, CLAR, CTVA, CRWD, XRAY, DSGX, DXCM, DEO, DD, CEV, SATS, EIX, ENB, ET, EPD, EQR, ERIC, ETSY, EEFT, FISV, FLT, FMX, F, AJG, GPN, GEM, HSBC, IDXX, BAB, IAU, EWA, DVYE, EEMA, EPP, AGG, IWS, IWP, IWD, IWO, SUB, AAXJ, DSI, IGIB, EMXC, ESGD, AMJ, JNPR, KTB, LKQ, LHX, LVS, LSPD, LOW, LITE, LUMN, MTB, MIC, MMP, MRVL, MET, MU, MS, NGG, NDSN, NLOK, NVS, NUMV, OGN, PCAR, PAYX, PBA, PNW, PXD, PLNT, PCYO, QRVO, RNG, RCI, ROST, RDS.A, GLD, KRE, SJNK, JNK, SBRA, SNY, SANM, SLB, XLP, XLK, SQ, SLF, SLVM, SNPS, TSM, TEF, TER, TSLA, TTE, UBER, PATH, VFC, BSV, VEEV, VOO, VOE, VUG, VRNT, VIAV, VTRS, VOD, VNT, WBA, WFC, WELL, WEX, HEDJ, WWE, YUMC,
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