STATE OF MICHIGAN RETIREMENT SYSTEM Q1 2021 Filing

Filed May 3, 2021

Portfolio Value

$15.0B

Holdings

919

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (919 positions)

#	Stock	Shares	Value	% Portfolio
601	JNPJUNIPER NETWORKS INC	93,323	$2.4B	15.73%
602	SONSONOCO PRODS CO	37,234	$2.4B	15.68%
603	TOLTOLL BROTHERS INC	41,527	$2.4B	15.68%
604	AIRCUSDAPARTMENT INCOME REIT CORP	55,100	$2.4B	15.68%
605	AMGAFFILIATED MANAGERS GROUP IN	15,766	$2.4B	15.64%
606	MDUMDU RES GROUP INC	74,308	$2.3B	15.63%
607	POSTPOST HLDGS INC	22,187	$2.3B	15.61%
608	LSTRLANDSTAR SYS INC	14,209	$2.3B	15.60%
609	8INSYNEOS HEALTH INC	30,603	$2.3B	15.44%
610	TXRHTEXAS ROADHOUSE INC	24,192	$2.3B	15.44%
611	CA8ACACI INTL INC	9,383	$2.3B	15.40%
612	CNXCCONCENTRIX CORP	15,407	$2.3B	15.35%
613	FAFFIRST AMERN FINL CORP	40,670	$2.3B	15.33%
614	PNWPINNACLE WEST CAP CORP	28,328	$2.3B	15.33%
615	HIIHUNTINGTON INGALLS INDS INC	11,179	$2.3B	15.31%
616	SLABSILICON LABORATORIES INC	16,298	$2.3B	15.30%
617	COHREURCOHERENT INC	9,083	$2.3B	15.28%
618	SRCLSTERICYCLE INC	33,946	$2.3B	15.25%
619	ORIOLD REP INTL CORP	104,770	$2.3B	15.22%
620	EMEEMCOR GROUP INC	20,335	$2.3B	15.18%
621	BJBJS WHSL CLUB HLDGS INC	50,817	$2.3B	15.17%
622	HOGHARLEY DAVIDSON INC	56,800	$2.3B	15.16%
623	CFRCULLEN FROST BANKERS INC	20,829	$2.3B	15.07%
624	XECEURCIMAREX ENERGY CO	38,092	$2.3B	15.05%
625	JEFJEFFERIES FINL GROUP INC	75,011	$2.3B	15.02%
626	REGREGENCY CTRS CORP	39,612	$2.2B	14.94%
627	AZTABROOKS AUTOMATION INC	27,500	$2.2B	14.94%
628	INGRINGREDION INC	24,882	$2.2B	14.88%
629	SLMSLM CORP	124,221	$2.2B	14.85%
630	LHCGUSDLHC GROUP INC	11,656	$2.2B	14.83%
631	BRXBRIXMOR PPTY GROUP INC	109,884	$2.2B	14.79%
632	ACCUSDAMERICAN CAMPUS CMNTYS INC	50,948	$2.2B	14.63%
633	TENBTENABLE HLDGS INC	60,722	$2.2B	14.62%
634	AYIACUITY BRANDS INC	13,314	$2.2B	14.62%
635	FRFIRST INDL RLTY TR INC	47,801	$2.2B	14.56%
636	LPXLOUISIANA PAC CORP	39,442	$2.2B	14.55%
637	IBKRINTERACTIVE BROKERS GROUP IN	29,934	$2.2B	14.54%
638	NYCBEURNEW YORK CMNTY BANCORP INC	172,454	$2.2B	14.48%
639	WOOFOOT LOCKER INC	38,624	$2.2B	14.46%
640	PRIPRIMERICA INC	14,603	$2.2B	14.36%
641	ALKALASKA AIR GROUP INC	31,131	$2.2B	14.34%
642	CLGXCORELOGIC INC	27,123	$2.1B	14.30%
643	RRXREGAL BELOIT CORP	15,003	$2.1B	14.25%
644	MRO*MARATHON OIL CORP	198,121	$2.1B	14.08%
645	SKAASKECHERS U S A INC	50,664	$2.1B	14.06%
646	EGPEASTGROUP PPTYS INC	14,719	$2.1B	14.03%
647	—NATIONAL INSTRS CORP	48,713	$2.1B	14.00%
648	BENFRANKLIN RESOURCES INC	70,714	$2.1B	13.93%
649	HAEHAEMONETICS CORP MASS	18,856	$2.1B	13.93%
650	HQYHEALTHEQUITY INC	30,666	$2.1B	13.87%
651	EXPEAGLE MATLS INC	15,503	$2.1B	13.87%
652	—GRUBHUB INC	34,565	$2.1B	13.80%
653	DVADAVITA INC	19,210	$2.1B	13.77%
654	BFHALLIANCE DATA SYSTEMS CORP	18,420	$2.1B	13.74%
655	VLYVALLEY NATL BANCORP	150,253	$2.1B	13.73%
656	AIZASSURANT INC	14,523	$2.1B	13.70%
657	DISCAUSDDISCOVERY INC	47,365	$2.1B	13.69%
658	TKRTIMKEN CO	25,276	$2.1B	13.65%
659	EVREVERCORE INC	15,514	$2.0B	13.60%
660	THCTENET HEALTHCARE CORP	39,307	$2.0B	13.60%
661	KIMKIMCO RLTY CORP	108,517	$2.0B	13.54%
662	MMSMAXIMUS INC	22,792	$2.0B	13.50%
663	ROLROLLINS INC	58,699	$2.0B	13.44%
664	MSAMSA SAFETY INC	13,430	$2.0B	13.41%
665	GBCIGLACIER BANCORP INC NEW	35,300	$2.0B	13.41%
666	MANMANPOWERGROUP INC	20,349	$2.0B	13.39%
667	K6BKBR INC	52,168	$2.0B	13.33%
668	DXCDXC TECHNOLOGY CO	63,866	$2.0B	13.28%
669	FOXFFOX FACTORY HLDG CORP	15,500	$2.0B	13.10%
670	HALOHALOZYME THERAPEUTICS INC	47,100	$2.0B	13.07%
671	MTZMASTEC INC	20,913	$2.0B	13.04%
672	TNLTRAVEL PLUS LEISURE CO	31,813	$1.9B	12.95%
673	CUZCOUSINS PPTYS INC	55,025	$1.9B	12.94%
674	TRIPTRIPADVISOR INC	35,701	$1.9B	12.77%
675	EQTEQT CORP	103,261	$1.9B	12.77%
676	DEIDOUGLAS EMMETT INC	61,115	$1.9B	12.77%
677	PBCTEURPEOPLES UNITED FINANCIAL INC	106,842	$1.9B	12.72%
678	CCMPCMC MATERIALS INC	10,762	$1.9B	12.66%
679	ANAUTONATION INC	20,419	$1.9B	12.66%
680	IPGPIPG PHOTONICS CORP	8,983	$1.9B	12.61%
681	COR1EURCORESITE RLTY CORP	15,809	$1.9B	12.61%
682	PKPARK HOTELS RESORTS INC	87,565	$1.9B	12.58%
683	VNTVONTIER CORPORATION	62,400	$1.9B	12.57%
684	PVHPVH CORPORATION	17,856	$1.9B	12.56%
685	ACHCACADIA HEALTHCARE COMPANY IN	32,981	$1.9B	12.54%
686	CITUSDCIT GROUP INC	36,544	$1.9B	12.52%
687	CTRACABOT OIL GAS CORP	100,219	$1.9B	12.52%
688	JXC1J2 GLOBAL INC	15,677	$1.9B	12.50%
689	VMIVALMONT INDS INC	7,894	$1.9B	12.48%
690	ASGNASGN INC	19,645	$1.9B	12.48%
691	IDAIDACORP INC	18,741	$1.9B	12.47%
692	FLSFLOWSERVE CORP	48,200	$1.9B	12.45%
693	ENOVCOLFAX CORP	42,602	$1.9B	12.42%
694	GKDGRAND CANYON ED INC	17,372	$1.9B	12.38%
695	FLIRFLIR SYS INC	32,916	$1.9B	12.37%
696	DKSDICKS SPORTING GOODS INC	24,297	$1.9B	12.31%
697	UBSIUNITED BANKSHARES INC WEST V	47,795	$1.8B	12.27%
698	WBSWEBSTER FINL CORP CONN	33,410	$1.8B	12.25%
699	VYXNCR CORP NEW	48,230	$1.8B	12.18%
700	OLLIOLLIES BARGAIN OUTLET HLDGS	21,040	$1.8B	12.18%

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