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Annual Report

Darden Restaurants, Inc. operates full service restaurants in the United States and Canada. It operates restaurants under the Red Lobster, Olive Garden, LongHorn Steakhouse, The Capital Grille, Bahama Breeze, and Seasons 52 brand names.

Accenture plc operates as a management consulting, technology services, and outsourcing company. Its management consulting services include customer relationship management, finance and performance management, process and innovation performance, risk management, strategy, supply chain management, and talent and organization performance services. Accenture plc primarily serves the communications, electronics, high technology, media, and entertainment industries in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Micron Technology, Inc., engages in the manufacture and marketing of semiconductor devices worldwide.

CarMax, Inc. operates as a retailer of used vehicles in the United States. It also sells vehicles that do not meet its retail standards to licensed dealers through on-site wholesale auctions, as well as sells new vehicles under franchise agreements.


Cintas Corporation provides corporate identity uniforms and related business services in North America, Latin America, Europe, and Asia.

ABM Industries Incorporated provides integrated facility solutions services in the United States and internationally. It offers carpet cleaning and dusting, floor cleaning and finishing, furniture polishing, window washing, and other building cleaning services for educational institutions, health facilities, retail stores, shopping centers, stadiums and arenas, airports and other transportation centers, and warehouses, as well as commercial office, government, and industrial buildings.

FuelCell Energy is a world leader in the development and production of stationary fuel cells for commercial, industrial, municipal and utility customers. FuelCell Energy's ultra-clean and high efficiency DFC fuel cells are generating power at over 50 installations worldwide.

Jabil Circuit, Inc. provides electronic manufacturing services and solutions worldwide. The company offers electronics and mechanical design, production, product management, and after-market services to companies in the aerospace, automotive, computing, consumer, defense, industrial, instrumentation, medical, networking, peripherals, solar, storage, and telecommunications industries.

Enerpac Tool Group Corp., doing business as Enerpac Tool Group, designs, manufactures, and distributes a range of industrial products and systems worldwide. The designs, manufactures, and distributes branded hydraulic and mechanical tools; and provides services and tool rentals to the industrial, maintenance, infrastructure, oil and gas, energy, and other markets. It also offers branded tools and engineered heavy lifting technology solutions, and hydraulic torque wrenches; and energy maintenance and manpower services. It also provides high-force hydraulic and mechanical tools, including cylinders, pumps, valves, and specialty tools; and bolt tensioners and other miscellaneous products. The company markets its branded tools and services primarily under the Enerpac, Hydratight, Larzep, and Simplex brands. The Others segment designs and manufactures synthetic ropes and biomedical assemblies. The company was formerly known as Actuant Corporation and changed its name to Enerpac Tool Group Corp. in January 2020. Enerpac Tool Group Corp. founded in 1910 and is headquartered in Menomonee Falls, Wisconsin.

Worthington Industries, Inc. operates as a diversified metals processing company focusing on steel processing and manufactured metal products in the United States, Canada, and Europe.

Lennar Corporation, engages in homebuilding, financial services, and real estate businesses in the United States. Its homebuilding operations include the construction and sale of single-family attached and detached homes; and the purchase, development, and sale of residential land.

FactSet delivers superior analytics, service, content, and technology to help more than 88,000 users see and seize opportunity sooner. They are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of their dedicated specialists.

HEICO Corporation, engages in the design, manufacture, and sale of aerospace, defense, and electronic related products and services in the United States and internationally.

Conagra Brands, Inc. (NYSE: CAG), headquartered in Chicago, is one of North America's leading branded food companies. Guided by an entrepreneurial spirit, Conagra Brands combines a rich heritage of making great food with a sharpened focus on innovation.


Lamb Weston is a leading supplier of frozen potato, sweet potato, appetizer and vegetable products to restaurants and retailers around the world. For 70 years, Lamb Weston has led the industry in innovation, introducing inventive products that simplify back-of-house management for their customers and make things more delicious for their customers. From the fields where Lamb Weston potatoes are grown to proactive customer partnerships, Lamb Weston always strives for more and never settles.

The Toro Company (NYSE: TTC) is a leading worldwide provider of innovative solutions for the outdoor environment including turf, snow and ground engaging equipment, and irrigation and outdoor lighting solutions.

RCI Hospitality Holdings, Inc., through its subsidiaries, is the country’s leading company in gentlemen clubs and sports bars/restaurants.

Compass Minerals International, Inc. produces and markets inorganic mineral products primarily in North America and the United Kingdom. The company operates in two segments, Salt and Specialty Fertilizer. The Salt segment produces salt and magnesium chloride for use in road deicing and dust control, food processing, water softeners, pool salt, and agricultural and industrial applications.

Pfizer Inc., a biopharmaceutical company, engages in the discovery, development, manufacture, and sale of medicines for people and animals worldwide.

General Mills, Inc. manufactures and markets branded consumer foods worldwide. It also supplies branded and unbranded food products to the foodservice and commercial baking industries.

RH (Restoration Hardware Holdings, Inc. - NYSE: RH) is a curator of design, taste and style in the luxury lifestyle market. The Company offers collections through its retail galleries, source books.

Macy’s, Inc. operates department stores and Internet Web sites in the United States. Its retail stores and Internet Web sites sell a range of merchandise, including men’s, women’s, and children’s apparel and accessories, cosmetics, home furnishings, and other consumer goods. The company also operates Bloomingdale's Outlet stores.

Broadcom Limited (NASDAQ:AVGO) is a leading designer, developer and global supplier of a broad range of analog and digital semiconductor connectivity solutions.

Quanex Building Products Corporation provides engineered and aluminum sheet products worldwide. It operates in two segments, Engineered Products and Aluminum Sheet Products.

RPT Realty owns and operates a national portfolio of open-air shopping destinations principally located in top U.S. markets. The Company's locally-curated consumer experiences reflect the lifestyles of its diverse neighborhoods and match the modern expectations of its retail partners. The Company is a fully integrated and self-administered REIT publicly traded on the New York Stock Exchange under the ticker symbol RPT.

Ciena (NYSE: CIEN) is a network strategy and technology company. They translate best-in-class technology into value through a high-touch, consultative business model – with a relentless drive to create exceptional experiences measured by outcomes.

Oxford Industries, Inc. engages in designing, sourcing, and marketing apparel products primarily in the United States and the United Kingdom. The company’s apparel products comprise a portfolio of company-owned lifestyle brands, as well as company-owned and licensed brands of tailored clothing and golf apparel.

Costco Wholesale Corporation operates membership warehouses that offer a selection of branded and private label products in a range of merchandise categories in no-frills, self-service warehouse facilities.

Nordson Corporation manufactures equipment used for precision dispensing, testing and inspection, and surface preparation and curing.

Adobe Systems Incorporated operates as a diversified software company in the Americas, Europe, the Middle East, Africa, and Asia. It offers a line of creative, business, Web, and mobile software and services used by creative professionals, knowledge workers, developers, marketers, enterprises, and consumers.

Photronics, Inc. engages in the manufacture and sale of photomasks primarily in the United States, Europe, and Asia. Photomasks are high precision photographic quartz plates containing microscopic images of electronic circuits, which are used in the manufacture of semiconductors and flat panel displays; and used as masters to transfer circuit patterns onto semiconductor wafers and flat panel substrates during the fabrication of integrated circuits, various flat panel displays, and other types of electrical and optical components.

Academy is a leading full-line sporting goods and outdoor recreation retailer in the United States. Originally founded in 1938 as a family business in Texas, Academy has grown to 270 stores across 18 states. Academy's mission is to provide "Fun for All" and Academy fulfills this mission with a localized merchandising strategy and value proposition that strongly connects with a broad range of consumers. Academy's product assortment focuses on key categories of outdoor, apparel, sports & recreation and footwear through both leading national brands and a portfolio of private label brands.

Casey’s General Stores, Inc. operates convenience stores under the Casey’s General Store, HandiMart, and Just Diesel names in 11 Midwestern states, primarily Iowa, Missouri, and Illinois.

Oracle Corporation, an enterprise software company, develops, manufactures, markets, distributes, and services database and middleware software, applications software, and hardware systems worldwide.

Dave & Buster’s Entertainment, Inc. owns and operates venues that combine dining and entertainment for adults and families in North America. Its venues offer a menu of ‘Fun American New Gourmet’ entrÃ©es and appetizers, as well as a selection of non-alcoholic and alcoholic beverages; and an assortment of entertainment attractions centered on playing games and watching live sports, and other televised events.

AutoZone, Inc. operates as a specialty retailer and distributor of automotive replacement parts and accessories. Its stores offer various products primarily to do-it-yourself customers for use in cars, sport utility vehicles, vans, and light trucks, including new and remanufactured automotive hard parts, maintenance items, accessories, and non-automotive products.

Planet is a leading provider of global, daily satellite imagery and geospatial solutions. Planet is driven by a mission to image the world every day, and make change visible, accessible and actionable. Founded in 2010 by three NASA scientists, Planet designs, builds, and operates the largest Earth observation fleet of imaging satellites. Planet provides mission-critical data, advanced insights, and software solutions to over 900 customers, comprising the world’s leading agriculture, forestry, intelligence, education and finance companies and government agencies, enabling users to simply and effectively derive unique value from satellite imagery. Planet is a public benefit corporation listed on the New York Stock Exchange as PL.

Ollie's Bargain Outlet Holdings, Inc. is America’s largest retailer of Closeout merchandise and excess inventory, offering Real Brands and Real Bargain prices®! They offer extreme value on brand name products in a variety of departments, including housewares, food, books and stationery, bed and bath, floor coverings, toys, health and beauty aids, and more. They currently operate 479 stores in 29 states and growing!

HealthEquity, Inc. provides various solutions for managing health care accounts, health reimbursement arrangements, and flexible spending accounts for health plans, insurance companies, and third-party administrators in the United States. Its products and services include healthcare saving and spending platform, a cloud-based platform for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts.


United Natural Foods, Inc. engages in the distribution and retail of natural, organic, and specialty foods, as well as non-food products in the United States and Canada.

Toll Brothers, Inc. designs, builds, markets, and arranges finance for single-family detached and attached homes in luxury residential communities.

Phreesia gives healthcare organizations a suite of robust applications to manage the patient intake process. Their innovative SaaS platform engages patients in their healthcare and provides a modern, consistent experience, while enabling healthcare organizations to enhance clinical care and drive efficiency.

Vail Resorts, Inc. primarily engages in the operation of resorts principally in the United States.

Victoria’s Secret & Co. (NYSE: VSCO) is a specialty retailer of modern, fashion-inspired collections including signature bras, panties, lingerie, casual sleepwear, athleisure and swim, as well as award-winning prestige fragrances and body care. VS&Co is comprised of market leading brands, Victoria’s Secret and Victoria’s Secret PINK, that share a common purpose of inspiring and uplifting their customers in every stage of their lives, and Adore Me, a technology-led, digital-first innovative intimates brand serving women of all sizes and budgets at all phases of life. They are committed to empowering their more than 30,000 associates across a global footprint of approximately 1,350 retail stores in approximately 70 countries. They provide their customers with products and experiences that make them feel good inside and out while driving positive change through the power of their products, platform and advocacy.

Methode Electronics, Inc. engages in the design and manufacture of electro-mechanical devices in North America, Europe, and the Asia-Pacific.

HPE is an industry-leading technology company that enables customers to go further, faster. With the industry's most comprehensive portfolio, spanning the cloud to the data center to workplace applications, their technology and services help customers around the world make IT more efficient, more productive and more secure.

Asana helps teams orchestrate their work, from small projects to strategic initiatives. Headquartered in San Francisco, CA, Asana has more than 131,000 paying customers and millions of free organizations across 190 countries. Global customers such as Amazon, Japan Airlines, Sky, and Affirm rely on Asana to manage everything from company objectives to digital transformation to product launches and marketing campaigns.

Greif, Inc. engages in the manufacture and sale of industrial packaging products, and containerboard and corrugated products worldwide.

Gypsum Management & Supply (NYSE: GMS) is a leading North American-based supplier of building materials since 1971. Although a company’s logo is important, at GMS, it’s the logos behind the logo that tell the real story. GMS is proudly represented in 43 states as well as 5 Canadian provinces with more than 250 distribution centers.

Caleres, Inc., a footwear company, retails and wholesales footwear worldwide. The company operates through two segments, Famous Footwear and Brand Portfolio. It offers licensed, branded, and private-label casual, dress, and athletic footwear products to women, men, and children.

Korn/Ferry International provides executive recruitment, outsourced recruiting and leadership, and talent consulting and talent acquisition solutions.

The Cooper Companies, Inc. manufactures and markets specialty healthcare products through its CooperVision and CooperSurgical units. Corporate offices are in Pleasanton, CA.

Guidewire delivers the software that Property/Casualty (P/C) insurers need to adapt and succeed in a time of rapid industry change.

DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature: the world's #1 way to sign electronically on practically any device, from almost anywhere, at any time. Today, more than 475,000 customers and hundreds of millions of users in over 180 countries use DocuSign to accelerate the process of doing business and to simplify people's lives.

lululemon athletica inc. (NASDAQ:LULU) is a yoga-inspired athletic apparel company with products that create transformational experiences for people to live happy, healthy, fun lives. Setting the bar in technical fabrics and functional designs, lululemon works with yogis and athletes in local communities for continuous research and product feedback.

Signet Jewelers Limited is the largest specialty jewelry retailer in the US, UK and Canada. Signet's Sterling Jewelers division operates over 1,500 stores in all 50 states primarily under the name brands of Kay Jewelers and Jared The Galleria Of Jewelry. Signet's UK division operates approximately 500 stores primarily under the name brands of H.Samuel and Ernest Jones . Signet's Zale division operates nearly 1,600 locations in the US and Canada primarily under the name brands of Zales, Peoples, and Piercing Pagoda.

Patterson Companies, Inc. operates as a distributor serving the dental, companion-pet veterinarian, and rehabilitation supply markets in North America.

The Kroger Co. operates as a retailer in the United States. The company also manufactures and processes food for sale in its supermarkets. It operates retail food and drug stores, multi-department stores, jewelry stores, and convenience stores throughout the United States.

With a heritage going back over 130 years, PVH Corp. has excelled at growing brands and businesses with rich American heritages, becoming one of the largest apparel companies in the world.

Petco is a category-defining health and wellness company focused on improving the lives of pets, pet parents and their own Petco partners. Since their founding in 1965, they’ve been trailblazing new standards in pet care, delivering comprehensive wellness solutions through their products and services, and creating communities that deepen the pet-pet parent bond. They operate more than 1,500 Petco locations across the U.S., Mexico and Puerto Rico, including a growing network of more than 100 in-store veterinary hospitals, and offer a complete online resource for pet health and wellness at petco.com and on the Petco app.

SAIC is a premier technology integrator providing full life cycle services and solutions in the technical, engineering, intelligence, and enterprise information technology markets. SAIC is Redefining Ingenuity through its deep customer and domain knowledge to enable the delivery of systems engineering and integration offerings for large, complex projects. SAIC’s approximately 15,000 employees are driven by integrity and mission focus to serve customers in the U.S. federal government. Headquartered in McLean, Virginia, SAIC has annual revenues of approximately $4.3 billion.

UiPath (NYSE: PATH) is on a mission to uplevel knowledge work so more people can work more creatively, collaboratively, and strategically. The AI-powered UiPath Business Automation Platform combines the leading robotic process automation (RPA) solution with a full suite of capabilities to understand, automate, and operate end-to-end processes, offering unprecedented time-to-value. For organizations that need to evolve to survive and thrive through increasingly changing times, UiPath is The Foundation of Innovation™.

Veeva Systems Inc. provides cloud-based software solutions for the life sciences industry in North America, Europe, the Asia Pacific, and Latin America. Its solutions include Veeva CRM, a customer relationship management solution that allows pharmaceutical and biotechnology companies to market and sell compliantly to physicians, other healthcare professionals, and healthcare organizations through multiple touch points, including face-to-face, email, and online; and Veeva Vault, a cloud-based content management and collaboration solution for its customers to manage content-centric processes in various departments within a life sciences company, including clinical trials, regulatory submissions, quality management, manufacturing, medical, sales, and marketing. The company’s industry cloud solutions also comprise Veeva Network, a cloud-based customer master data management solution to help life sciences companies in creating and maintaining complete and accurate master records for individual healthcare professionals and healthcare organizations; and Veeva OpenKey, which offers data and related services, including healthcare professional and healthcare organization, affiliation, compliance, and email data, as well as related services to help the commercial and medical teams of life sciences companies in enhancing customer engagement and compliance.

AeroVironment, Inc. designs, develops, produces, and supports unmanned aircraft systems, and efficient energy systems for various industries and governmental agencies.

Five Below, Inc. operates as a specialty value retailer in the United States. It offers accessories, including novelty socks, sunglasses, jewelry, scarves, gloves, hair accessories, athletic tops and bottoms, and t-shirts, as well as beauty products comprising nail polish, lip gloss, fragrance, and branded cosmetics; and items used to complete and personalize living space, including glitter lamps, posters, frames, fleece blankets, pillows, candles, incense and related items, and storage options for the customer’s room and locker.

ChargePoint is an American electric vehicle infrastructure company based in Campbell, California. ChargePoint operates the largest online network of independently owned EV charging stations operating in 14 countries and makes the technology used in it. ChargePoint fosters a positive and productive work environment by committing to live their values of Be Courageous, Charge Together, Love their Customers, Operate with Openness and Relentlessly Pursue Awesome. These values guide how they show up, align and work together every day to build a brighter future for all of them.

PNM Resources, Inc. is an investor-owned energy holding company based in Albuquerque, New Mexico. It provides electricity and electric services in New Mexico and Texas through its two utilities, PNM and TNMP. PNM and TNMP have approximately 2,661 megawatts of generation capacity and serve electricity to more than 781,000 homes and businesses in New Mexico and Texas. PNM Resources has a solid reputation for shareholder value, customer satisfaction and service reliability. It is publicly traded on the New York Stock Exchange as PNM. In 2018, consolidated operating revenues totaled $1.4 billion.


Campbell Soup Company engages in the manufacture and marketing of branded convenience food products worldwide. The company offers condensed and ready-to-serve soups, broth and stocks, pasta and Mexican sauces, canned poultry, juices and beverages, and tomato juices, as well as canned gravies, pasta, and beans in the United States.


Verint Systems Inc. provides actionable intelligence solutions and value-added services worldwide. The company operates through three segments: Enterprise Intelligence Solutions, Communications and Cyber Intelligence Solutions, and Video and Situation Intelligence Solutions.

Donaldson Company, Inc. engages in the manufacture and sale of filtration systems and replacement parts worldwide. The company operates in two segments, Engine Products and Industrial Products.

Hormel Foods, based in Austin, Minn., is a multinational manufacturer and marketer of high quality, brand name food and meat products for consumers around the globe. The company sells products under some of the world’s most iconic brand names including: Hormel® pepperoni, Applegate® natural and organic meats, Jennie-O® turkey, SKIPPY® peanut butter, Black Label® bacon, Wholly Guacamole® dips, Justin’s® nut butters, Hormel® chili, Muscle Milk® sports nutrition drinks and SPAM® products.

Based in St. Louis, Core & Main is a leader in advancing reliable infrastructure™ with local service, nationwide®. As a leading specialized distributor with a focus on water, wastewater, storm drainage and fire protection products, and related services, Core & Main provides solutions to municipalities, private water companies and professional contractors across municipal, non-residential and residential end markets, nationwide. With approximately 320 locations across the U.S., the company provides its customers local expertise backed by a national supply chain. Core & Main’s 4,500 associates are committed to helping their communities thrive with safe and reliable infrastructure.

BRP Group, Inc. (NASDAQ: BRP) is a rapidly growing independent insurance distribution firm delivering tailored insurance and risk management insights and solutions that give their clients the peace of mind to pursue their purpose, passion and dreams. They are innovating the industry by taking a holistic and tailored approach to risk management, insurance and employee benefits, and support their clients, Colleagues, Insurance Company Partners and communities through the deployment of vanguard resources and capital to drive their growth. BRP represents over 500,000 clients across the United States and internationally.

Foot Locker, Inc. operates as a retailer of athletic footwear and apparel. The company operates in two segments, Athletic Stores and Direct-to-Customers.

Synopsys Inc. is the world leader in electronic design automation (EDA) software for integrated circuit (IC) design.

nCino (NASDAQ: NCNO) is the worldwide leader in cloud banking. Through its single software-as-a-service (SaaS) platform, nCino helps financial institutions serving corporate and commercial, small business, consumer, and mortgage customers modernize and more effectively onboard clients, make loans, manage the loan lifecycle, and open accounts. Transforming how financial institutions operate through innovation, reputation and speed, nCino is partnered with more than 1,850 financial services providers globally.

SentinelOne is a leading provider of autonomous security solutions for endpoint, cloud, and identity environments. Founded in 2013 by a team of cybersecurity and defense experts, SentinelOne revolutionized endpoint protection with a new, AI-powered approach. Their platform unifies prevention, detection, response, remediation, and forensics in a single, easy-to-use solution. Their endpoint security product is designed to protect your organization's endpoints from known and unknown threats, including malware, ransomware, and APTs. It uses artificial intelligence to continuously learn and adapt to new threats, providing real-time protection and automated response capabilities.

Dollar Tree, Inc. operates discount variety stores in the United States. Its stores offer merchandise at the fixed price of $1.00. The company operates stores under the names of Dollar Tree, Deal$, and Dollar Bills.

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