AS OF DECEMBER 31, 2018

Holding

% of Investments

SHERWIN-WILLIAMS COMPANY 2.544
CONSTELLATION BRANDS, INC. 2.504
BECTON, DICKINSON AND COMPANY 2.356
NUANCE COMMUNICATIONS, INC. 2.327
HP ENTERPRISE CO. 2.278
SANMINA CORPORATION 2.226
NEWMONT MINING CORPORATION 2.179
ICS CASH SWEEP ACCOUNT 2.123
ALLEGIANT TRAVEL CO. 2.098
PITNEY BOWES, INC. 1.935