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
Estimated average burden
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
ABBVIE INC COM 00287Y109 1,111 13,790 SH   SOLE   13,790 0 0
ALLERGAN PLC SHS G0177J108 4,068 27,787 SH   SOLE   27,787 0 0
ALLSTATE CORP COM 020002101 10,383 110,250 SH   SOLE   110,250 0 0
ALPHABET INC CAP STK CL C 02079K107 275 234 SH   SOLE   234 0 0
ALPHABET INC CAP STK CL A 02079K305 13,770 11,700 SH   SOLE   11,700 0 0
ALTICE USA INC CL A 02156K103 3,115 145,037 SH   SOLE   145,037 0 0
ALTRIA GROUP INC COM 02209S103 500 8,700 SH   SOLE   8,700 0 0
AMAZON COM INC COM 023135106 237 133 SH   SOLE   133 0 0
AMERICAN ELEC PWR CO INC COM 025537101 462 5,520 SH   SOLE   5,520 0 0
AMPHENOL CORP NEW CL A 032095101 11,129 117,845 SH   SOLE   117,845 0 0
APPLE INC COM 037833100 15,347 80,795 SH   SOLE   80,795 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 11,614 148,644 SH   SOLE   148,644 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 581 2,890 SH   SOLE   2,890 0 0
BHP GROUP LTD SPONSORED ADS 088606108 11,393 208,390 SH   SOLE   208,390 0 0
BOEING CO COM 097023105 619 1,622 SH   SOLE   1,622 0 0
BOOKING HLDGS INC COM 09857L108 9,995 5,728 SH   SOLE   5,728 0 0
BOSTON SCIENTIFIC CORP COM 101137107 12,356 321,950 SH   SOLE   321,950 0 0
CANADIAN PAC RY LTD COM 13645T100 9,240 44,849 SH   SOLE   44,849 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 1,699 32,290 SH   SOLE   32,290 0 0
CHEVRON CORP NEW COM 166764100 1,106 8,980 SH   SOLE   8,980 0 0
CINEMARK HOLDINGS INC COM 17243V102 1,125 28,140 SH   SOLE   28,140 0 0
CISCO SYS INC COM 17275R102 1,596 29,565 SH   SOLE   29,565 0 0
CONOCOPHILLIPS COM 20825C104 9,310 139,490 SH   SOLE   139,490 0 0
COSTCO WHSL CORP NEW COM 22160K105 492 2,030 SH   SOLE   2,030 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 7,847 48,555 SH   SOLE   48,555 0 0
DANAHER CORPORATION COM 235851102 264 2,000 SH   SOLE   2,000 0 0
DISNEY WALT CO COM DISNEY 254687106 523 4,710 SH   SOLE   4,710 0 0
EATON CORP PLC SHS G29183103 1,540 19,120 SH   SOLE   19,120 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 550 18,898 SH   SOLE   18,898 0 0
EXXON MOBIL CORP COM 30231G102 1,287 15,933 SH   SOLE   15,933 0 0
FACEBOOK INC CL A 30303M102 14,695 88,158 SH   SOLE   88,158 0 0
INTEL CORP COM 458140100 322 6,000 SH   SOLE   6,000 0 0
JOHNSON & JOHNSON COM 478160104 1,240 8,872 SH   SOLE   8,872 0 0
JPMORGAN CHASE & CO COM 46625H100 249 2,462 SH   SOLE   2,462 0 0
KB HOME COM 48666K109 3,802 157,288 SH   SOLE   157,288 0 0
LILLY ELI & CO COM 532457108 11,819 91,080 SH   SOLE   91,080 0 0
LINDE PLC COM G5494J103 287 1,629 SH   SOLE   1,629 0 0
LOCKHEED MARTIN CORP COM 539830109 12,557 41,835 SH   SOLE   41,835 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 787 12,980 SH   SOLE   12,980 0 0
MASCO CORP COM 574599106 256 6,500 SH   SOLE   6,500 0 0
MASTEC INC COM 576323109 3,688 76,665 SH   SOLE   76,665 0 0
MCDONALDS CORP COM 580135101 1,008 5,310 SH   SOLE   5,310 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 1,519 47,100 SH   SOLE   47,100 0 0
MICROSOFT CORP COM 594918104 3,000 25,440 SH   SOLE   25,440 0 0
MURPHY OIL CORP COM 626717102 252 8,600 SH   SOLE   8,600 0 0
NISOURCE INC COM 65473P105 1,293 45,100 SH   SOLE   45,100 0 0
NORFOLK SOUTHERN CORP COM 655844108 318 1,700 SH   SOLE   1,700 0 0
NOVARTIS A G SPONSORED ADR 66987V109 250 2,600 SH   SOLE   2,600 0 0
NVIDIA CORP COM 67066G104 7,879 43,878 SH   SOLE   43,878 0 0
PAYPAL HLDGS INC COM 70450Y103 12,343 118,865 SH   SOLE   118,865 0 0
PHILLIPS 66 COM 718546104 9,066 95,262 SH   SOLE   95,262 0 0
PRA HEALTH SCIENCES INC COM 69354M108 12,136 110,035 SH   SOLE   110,035 0 0
PROGRESSIVE CORP OHIO COM 743315103 252 3,500 SH   SOLE   3,500 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 9,849 122,480 SH   SOLE   122,480 0 0
SALESFORCE COM INC COM 79466L302 17,349 109,547 SH   SOLE   109,547 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 601 12,540 SH   SOLE   12,540 0 0
TJX COS INC NEW COM 872540109 13,104 246,265 SH   SOLE   246,265 0 0
U S CONCRETE INC COM NEW 90333L201 1,633 39,420 SH   SOLE   39,420 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 11,978 36,283 SH   SOLE   36,283 0 0
UNITED TECHNOLOGIES CORP COM 913017109 247 1,920 SH   SOLE   1,920 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 205 3,467 SH   SOLE   3,467 0 0
VISA INC COM CL A 92826C839 17,828 114,143 SH   SOLE   114,143 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 272 4,300 SH   SOLE   4,300 0 0
WEC ENERGY GROUP INC COM 92939U106 13,855 175,205 SH   SOLE   175,205 0 0
ZOETIS INC CL A 98978V103 241 2,395 SH   SOLE   2,395 0 0