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
OMB APPROVAL
OMB Number: 3235-0006
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hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ASGN Incorporated COM 00191U102 1,321 21,013 SH   SOLE   21,013 0 0
Agilent Technologies COM 00846U101 1,508 19,680 SH   SOLE   19,680 0 0
Air Products & Chemicals, Inc. COM 009158106 1,621 7,305 SH   SOLE   7,305 0 0
Akamai Technologies, Inc. COM 00971T101 1,588 17,378 SH   SOLE   17,378 0 0
Albemarle Corporation COM 012653101 2,288 32,913 SH   SOLE   32,913 0 0
Align Technology, Inc. COM 016255101 2,232 12,338 SH   SOLE   12,338 0 0
Allegion plc COM G0176J109 1,963 18,942 SH   SOLE   18,942 0 0
Ameren Corporation COM 023608102 1,467 18,332 SH   SOLE   18,332 0 0
American Water Works Company, COM 030420103 1,229 9,894 SH   SOLE   9,894 0 0
Amphenol Corp. COM 032095101 1,629 16,885 SH   SOLE   16,885 0 0
Aon plc COM G0408V102 2,203 11,383 SH   SOLE   11,383 0 0
Arista Networks, Inc. COM 040413106 2,042 8,548 SH   SOLE   8,548 0 0
AvalonBay Communities, Inc. COM 053484101 1,794 8,333 SH   SOLE   8,333 0 0
Avery Dennison Corporation COM 053611109 2,170 19,106 SH   SOLE   19,106 0 0
BankUnited, Inc. COM 06652K103 289 8,588 SH   SOLE   8,588 0 0
Blackstone Group Inc. COM 09260D107 1,430 29,286 SH   SOLE   29,286 0 0
Booking Holdings Inc. COM 09857L108 2,306 1,175 SH   SOLE   1,175 0 0
Broadridge Financial Solutions COM 11133T103 1,723 13,849 SH   SOLE   13,849 0 0
Bruker Corporation COM 116794108 1,491 33,941 SH   SOLE   33,941 0 0
Brunswick Corporation COM 117043109 250 4,789 SH   SOLE   4,789 0 0
CBRE Group, Inc. COM 12504L109 1,853 34,962 SH   SOLE   34,962 0 0
CDW Corporation COM 12514G108 1,712 13,890 SH   SOLE   13,890 0 0
Cactus, Inc. COM 127203107 1,751 60,494 SH   SOLE   60,494 0 0
Caterpillar COM 149123101 2,358 18,672 SH   SOLE   18,672 0 0
Cathay General Bancorp COM 149150104 1,796 51,710 SH   SOLE   51,710 0 0
Cedar Fair, L.P. COM 150185106 2,688 46,064 SH   SOLE   46,064 0 0
Charles Schwab Corp COM 808513105 2,213 52,900 SH   SOLE   52,900 0 0
Chubb Corp COM H1467J104 1,933 11,972 SH   SOLE   11,972 0 0
Cintas Corp. COM 172908105 2,145 8,002 SH   SOLE   8,002 0 0
CoPart Inc. COM 217204106 974 12,120 SH   SOLE   12,120 0 0
Cognizant Technology Solutions COM 192446102 1,515 25,145 SH   SOLE   25,145 0 0
Comcast Corporation COM 20030N101 205 4,558 SH   SOLE   4,558 0 0
Constellation Software Inc. COM 21037X100 1,887 1,888 SH   SOLE   1,888 0 0
CubeSmart COM 229663109 1,708 48,931 SH   SOLE   48,931 0 0
Darden Restaurants Inc COM 237194105 1,905 16,112 SH   SOLE   16,112 0 0
Diamondback Energy, Inc. COM 25278X109 1,743 19,391 SH   SOLE   19,391 0 0
Diodes Incorporated COM 254543101 2,312 57,578 SH   SOLE   57,578 0 0
Dollar General Corporation COM 256677105 1,020 6,416 SH   SOLE   6,416 0 0
Dominion Energy, Inc. COM 25746U109 1,969 24,302 SH   SOLE   24,302 0 0
Eagle Materials Inc. COM 26969P108 484 5,382 SH   SOLE   5,382 0 0
Eaton Vance Tax-Mgd Glb Div Eq COM 27829F108 88 10,732 SH   SOLE   10,732 0 0
Electronic Arts Inc. COM 285512109 2,472 25,272 SH   SOLE   25,272 0 0
Enbridge Inc. COM 29250N105 1,944 55,402 SH   SOLE   55,402 0 0
Equity Commonwealth COM 294628102 1,596 46,610 SH   SOLE   46,610 0 0
Equity Commonwealth 6.5 Pfd COM 294628201 1,479 52,738 SH   SOLE   52,738 0 0
Extra Space Storage Inc. COM 30225T102 1,873 16,033 SH   SOLE   16,033 0 0
F5 Networks, Inc. COM 315616102 1,323 9,425 SH   SOLE   9,425 0 0
Fastenal Company COM 311900104 1,922 58,836 SH   SOLE   58,836 0 0
First Trust Dow Jones Internet COM 33733E302 471 3,498 SH   SOLE   3,498 0 0
Flir Systems Inc. COM 302445101 1,587 30,168 SH   SOLE   30,168 0 0
Fortinet, Inc. COM 34959E109 1,695 22,088 SH   SOLE   22,088 0 0
Gaming and Leisure Properties, COM 36467J108 2,242 58,625 SH   SOLE   58,625 0 0
Generac Holdings Inc. COM 368736104 591 7,545 SH   SOLE   7,545 0 0
Graphic Packaging Holding Comp COM 388689101 2,382 161,469 SH   SOLE   161,469 0 0
Green Dot Corporation COM 39304D102 1,435 56,851 SH   SOLE   56,851 0 0
Hasbro, Inc. COM 418056107 2,211 18,629 SH   SOLE   18,629 0 0
Henry Schein, Inc. COM 806407102 1,682 26,483 SH   SOLE   26,483 0 0
Highwoods Properties, Inc. COM 431284108 2,263 50,364 SH   SOLE   50,364 0 0
Hill-Rom Holdings, Inc. COM 431475102 1,225 11,644 SH   SOLE   11,644 0 0
Houlihan Lokey, Inc. COM 441593100 2,088 46,289 SH   SOLE   46,289 0 0
IDACORP, Inc. COM 451107106 2,175 19,300 SH   SOLE   19,300 0 0
II-VI Incorporated COM 902104108 1,477 41,951 SH   SOLE   41,951 0 0
ITT Inc. COM 45073V108 2,193 35,836 SH   SOLE   35,836 0 0
Insperity, Inc. COM 45778Q107 2,643 26,798 SH   SOLE   26,798 0 0
International Flavors & Fragra COM 459506101 1,345 10,965 SH   SOLE   10,965 0 0
Interpublic Group of Companies COM 460690100 1,974 91,549 SH   SOLE   91,549 0 0
Johnson Outdoors Inc. COM 479167108 1,317 22,484 SH   SOLE   22,484 0 0
Kansas City Southern COM 485170302 2,426 18,238 SH   SOLE   18,238 0 0
Keysight Technologies Inc. COM 49338L103 1,755 18,051 SH   SOLE   18,051 0 0
LKQ Corporation COM 501889208 463 14,718 SH   SOLE   14,718 0 0
Lamar Advertising Company COM 512816109 2,969 36,237 SH   SOLE   36,237 0 0
LogMeIn, Inc. COM 54142L109 1,439 20,286 SH   SOLE   20,286 0 0
Marriott International Class A COM 571903202 695 5,589 SH   SOLE   5,589 0 0
Marsh & McLennan Companies, In COM 571748102 1,850 18,486 SH   SOLE   18,486 0 0
McGrath RentCorp COM 580589109 1,133 16,282 SH   SOLE   16,282 0 0
Middleby COM 596278101 1,683 14,397 SH   SOLE   14,397 0 0
Mobile Mini, Inc. COM 60740F105 1,846 50,077 SH   SOLE   50,077 0 0
National Beverage Corp. COM 635017106 1,686 37,996 SH   SOLE   37,996 0 0
NetApp, Inc. COM 64110D104 534 10,160 SH   SOLE   10,160 0 0
NetEase, Inc. COM 64110W102 3,299 12,394 SH   SOLE   12,394 0 0
Norwegian Cruise Line Holdings COM G66721104 2,124 41,023 SH   SOLE   41,023 0 0
Novo Nordisk A/S COM 670100205 1,608 31,107 SH   SOLE   31,107 0 0
NuVasive, Inc. COM 670704105 1,660 26,187 SH   SOLE   26,187 0 0
O'Reilly Automotive, Inc. COM 67103H107 1,453 3,645 SH   SOLE   3,645 0 0
Old Dominion Freight Line, Inc COM 679580100 2,094 12,317 SH   SOLE   12,317 0 0
Packaging Corporation of Ameri COM 695156109 1,489 14,030 SH   SOLE   14,030 0 0
Palo Alto Networks, Inc. COM 697435105 1,807 8,864 SH   SOLE   8,864 0 0
Patrick Industries, Inc. COM 703343103 1,296 30,226 SH   SOLE   30,226 0 0
Pinnacle Financial Partners, I COM 72346Q104 1,366 24,076 SH   SOLE   24,076 0 0
Plains All American Pipeline, COM 726503105 2,028 97,728 SH   SOLE   97,728 0 0
Pool Corporation COM 73278L105 1,709 8,474 SH   SOLE   8,474 0 0
Raytheon Company COM 755111507 1,472 7,505 SH   SOLE   7,505 0 0
Regeneron Pharmaceuticals, Inc COM 75886F107 1,380 4,973 SH   SOLE   4,973 0 0
Rockwell Automation Inc COM 773903109 1,435 8,705 SH   SOLE   8,705 0 0
Ross Stores Inc. COM 778296103 1,104 10,046 SH   SOLE   10,046 0 0
Ryman Hospitality Properties, COM 78377T107 1,692 20,684 SH   SOLE   20,684 0 0
S&P Global, Inc. COM 78409V104 446 1,822 SH   SOLE   1,822 0 0
Shenandoah Telecommunications COM 82312B106 1,707 53,716 SH   SOLE   53,716 0 0
Shutterstock, Inc. COM 825690100 1,547 42,825 SH   SOLE   42,825 0 0
Six Flags Entertainment Corpor COM 83001A102 1,908 37,570 SH   SOLE   37,570 0 0
Skechers U.S.A., Inc. COM 830566105 2,098 56,173 SH   SOLE   56,173 0 0
SolarEdge Technologies, Inc. COM 83417M104 1,707 20,385 SH   SOLE   20,385 0 0
South State Corporation COM 840441109 1,819 24,155 SH   SOLE   24,155 0 0
Star Group, L.P. COM 85512C105 1,571 165,855 SH   SOLE   165,855 0 0
Syneos Health, Inc. COM 87166B102 1,507 28,330 SH   SOLE   28,330 0 0
Synovus Financial COM 87161C501 2,093 58,542 SH   SOLE   58,542 0 0
Sysco Corp. COM 871829107 1,926 24,261 SH   SOLE   24,261 0 0
T-Mobile US, Inc. COM 872590104 2,264 28,744 SH   SOLE   28,744 0 0
TE Connectivity Ltd. COM H84989104 1,406 15,094 SH   SOLE   15,094 0 0
Trex Company, Inc. COM 89531P105 311 3,420 SH   SOLE   3,420 0 0
Ulta Beauty, Inc. COM 90384S303 1,982 7,906 SH   SOLE   7,906 0 0
VICI Properties Inc. COM 925652109 1,397 61,675 SH   SOLE   61,675 0 0
VMware, Inc. COM 928563402 2,345 15,624 SH   SOLE   15,624 0 0
Viper Energy Partners LP COM 92763M105 2,420 87,465 SH   SOLE   87,465 0 0
Vulcan Materials Co COM 929160109 1,520 10,051 SH   SOLE   10,051 0 0
WABCO Holdings Inc. COM 92927K102 1,862 13,923 SH   SOLE   13,923 0 0
West Pharmaceutical Services, COM 955306105 1,557 10,977 SH   SOLE   10,977 0 0
Western Alliance Bancorporatio COM 957638109 1,181 25,638 SH   SOLE   25,638 0 0
Wintrust Financial Corporation COM 97650W108 1,502 23,235 SH   SOLE   23,235 0 0
Wyndham Hotels & Resorts, Inc. COM 98311A105 1,584 30,605 SH   SOLE   30,605 0 0
Xylem Inc. COM 98419M100 1,434 18,012 SH   SOLE   18,012 0 0
Yelp Inc. COM 985817105 2,135 61,447 SH   SOLE   61,447 0 0
Zebra Technologies COM 989207105 1,973 9,562 SH   SOLE   9,562 0 0
j2 Global, Inc. COM 48123V102 857 9,437 SH   SOLE   9,437 0 0