The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALPHABET INCCAP STK CL C02079K1071,1511,517SH SOLE 1,51700
APPLE INCCOM0378331002,41222,915SH SOLE 22,91500
AUTODESK INCCOM0527691061,57925,915SH SOLE 25,91500
CARTER INCCOM1462291095986,722SH SOLE 6,72200
COLGATE PALMOLIVE COCOM1941621031,20318,065SH SOLE 18,06500
DISH NETWORK CORPCL A25470M1091,77531,037SH SOLE 31,03700
EATON CORP PLCSHSG291831031,07520,655SH SOLE 20,65500
EDGEWELL PERS CARE COCOM28035Q1021,21815,540SH SOLE 15,54000
ENERGIZER HLDGS INC NEWCOM29272W10983624,535SH SOLE 24,53500
FACEBOOK INCCL A30303M1021,47914,136SH SOLE 14,13600
FEDEX CORPCOM31428X1061,77211,891SH SOLE 11,89100
GRAPHIC PACKAGING HLDG COCOM38868910159946,706SH SOLE 46,70600
HOME DEPOT INCCOM4370761023,21424,304SH SOLE 24,30400
HONEYWELL INTL INCCOM4385161066306,083SH SOLE 6,08300
IMPAX LABORATORIES INCCOM45256B1012,55759,805SH SOLE 59,80500
INTERACTIVE BROKERS GROUP INCOM45841N1071,15226,415SH SOLE 26,41500
KANSAS CITY SOUTHERNCOM NEW4851703021,11414,917SH SOLE 14,91700
LAMAR ADVERTISING CO NEWCL A5128161092,73245,547SH SOLE 45,54700
LENNAR CORPCL A5260571041,23125,167SH SOLE 25,16700
LOCKHEED MARTIN CORPCOM5398301093,19314,704SH SOLE 14,70400
LOWES COS INCCOM5486611071,52320,034SH SOLE 20,03400
MARTIN MARIETTA MATLS INCCOM5732841062,42217,731SH SOLE 17,73100
MASONITE INTL CORP NEWCOM5753851091,44223,549SH SOLE 23,54900
MASTERCARD INCCL A57636Q1042,02020,751SH SOLE 20,75100
MOHAWK INDS INCCOM6081901041,5037,934SH SOLE 7,93400
MONDELEZ INTL INCCL A60920710567114,971SH SOLE 14,97100
MOSAIC CO NEWCOM61945C1031,48753,913SH SOLE 53,91300
PACCAR INCCOM6937181081,60633,882SH SOLE 33,88200
PHILIP MORRIS INTL INCCOM7181721091,40315,959SH SOLE 15,95900
POST HLDGS INCCOM7374461042,25136,486SH SOLE 36,48600
SHERWIN WILLIAMS COCOM8243481062,1958,457SH SOLE 8,45700
SPIRIT AEROSYSTEMS HLDGS INCCOM CL A8485741091,85637,061SH SOLE 37,06100
T MOBILE US INCCOM87259010482120,994SH SOLE 20,99400
TESORO CORPCOM8816091011,45213,779SH SOLE 13,77900
UNILEVER N VN Y SHS NEW9047847091,58836,648SH SOLE 36,64800
UNITED PARCEL SERVICE INCCL B9113121061,57416,358SH SOLE 16,35800
VERISK ANALYTICS INCCOM92345Y1067469,703SH SOLE 9,70300
VISA INCCOM CL A92826C8391,63021,019SH SOLE 21,01900
WALGREENS BOOTS ALLIANCE INCCOM9314271082,61830,746SH SOLE 30,74600
WEYERHAEUSER COCOM9621661041,48649,562SH SOLE 49,56200
WHIRLPOOL CORPCOM9633201069236,286SH SOLE 6,28600
YAHOO INCCOM9843321062,85585,845SH SOLE 85,84500
ZOETIS INCCL A98978V1031,15124,012SH SOLE 24,01200