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 930 12,790 SH   SOLE   12,790 0 0
ADOBE INC COM 00724F101 12,570 42,661 SH   SOLE   42,661 0 0
ALLERGAN PLC SHS G0177J108 4,106 24,522 SH   SOLE   24,522 0 0
ALLSTATE CORP COM 020002101 10,985 108,025 SH   SOLE   108,025 0 0
ALPHABET INC CAP STK CL C 02079K107 253 234 SH   SOLE   234 0 0
ALPHABET INC CAP STK CL A 02079K305 12,532 11,574 SH   SOLE   11,574 0 0
ALTICE USA INC CL A 02156K103 1,705 70,037 SH   SOLE   70,037 0 0
ALTRIA GROUP INC COM 02209S103 412 8,700 SH   SOLE   8,700 0 0
AMAZON COM INC COM 023135106 250 132 SH   SOLE   132 0 0
AMERICAN ELEC PWR CO INC COM 025537101 486 5,520 SH   SOLE   5,520 0 0
AMPHENOL CORP NEW CL A 032095101 11,140 116,115 SH   SOLE   116,115 0 0
APPLE INC COM 037833100 15,097 76,276 SH   SOLE   76,276 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 11,737 146,766 SH   SOLE   146,766 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 616 2,890 SH   SOLE   2,890 0 0
BHP GROUP LTD SPONSORED ADS 088606108 12,035 207,110 SH   SOLE   207,110 0 0
BOEING CO COM 097023105 596 1,637 SH   SOLE   1,637 0 0
BOSTON SCIENTIFIC CORP COM 101137107 13,811 321,340 SH   SOLE   321,340 0 0
CANADIAN PAC RY LTD COM 13645T100 10,417 44,284 SH   SOLE   44,284 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 1,545 32,390 SH   SOLE   32,390 0 0
CHEVRON CORP NEW COM 166764100 1,117 8,980 SH   SOLE   8,980 0 0
CINEMARK HOLDINGS INC COM 17243V102 1,016 28,140 SH   SOLE   28,140 0 0
CISCO SYS INC COM 17275R102 1,617 29,545 SH   SOLE   29,545 0 0
CONOCOPHILLIPS COM 20825C104 9,025 147,950 SH   SOLE   147,950 0 0
COSTCO WHSL CORP NEW COM 22160K105 535 2,025 SH   SOLE   2,025 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 9,401 55,065 SH   SOLE   55,065 0 0
DANAHER CORPORATION COM 235851102 286 2,000 SH   SOLE   2,000 0 0
DISCOVERY INC COM SER A 25470F104 3,899 126,990 SH   SOLE   126,990 0 0
DISNEY WALT CO COM DISNEY 254687106 658 4,710 SH   SOLE   4,710 0 0
EATON CORP PLC SHS G29183103 1,592 19,120 SH   SOLE   19,120 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 535 18,538 SH   SOLE   18,538 0 0
EXXON MOBIL CORP COM 30231G102 1,981 25,853 SH   SOLE   25,853 0 0
FACEBOOK INC CL A 30303M102 16,730 86,683 SH   SOLE   86,683 0 0
INTEL CORP COM 458140100 285 5,950 SH   SOLE   5,950 0 0
JOHNSON & JOHNSON COM 478160104 1,222 8,777 SH   SOLE   8,777 0 0
JPMORGAN CHASE & CO COM 46625H100 275 2,462 SH   SOLE   2,462 0 0
KB HOME COM 48666K109 400 15,545 SH   SOLE   15,545 0 0
LILLY ELI & CO COM 532457108 10,873 98,140 SH   SOLE   98,140 0 0
LINDE PLC SHS G5494J103 327 1,629 SH   SOLE   1,629 0 0
LOCKHEED MARTIN CORP COM 539830109 15,079 41,478 SH   SOLE   41,478 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 831 12,980 SH   SOLE   12,980 0 0
MASCO CORP COM 574599106 255 6,500 SH   SOLE   6,500 0 0
MASTEC INC COM 576323109 11,300 219,285 SH   SOLE   219,285 0 0
MASTERCARD INC CL A 57636Q104 4,240 16,030 SH   SOLE   16,030 0 0
MCDONALDS CORP COM 580135101 1,103 5,310 SH   SOLE   5,310 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 1,414 46,120 SH   SOLE   46,120 0 0
MICROSOFT CORP COM 594918104 3,554 26,530 SH   SOLE   26,530 0 0
MURPHY OIL CORP COM 626717102 212 8,600 SH   SOLE   8,600 0 0
NISOURCE INC COM 65473P105 1,476 51,250 SH   SOLE   51,250 0 0
NORFOLK SOUTHERN CORP COM 655844108 339 1,700 SH   SOLE   1,700 0 0
NOVARTIS A G SPONSORED ADR 66987V109 237 2,600 SH   SOLE   2,600 0 0
NVIDIA CORP COM 67066G104 7,180 43,718 SH   SOLE   43,718 0 0
PAYPAL HLDGS INC COM 70450Y103 13,439 117,415 SH   SOLE   117,415 0 0
PEPSICO INC COM 713448108 214 1,630 SH   SOLE   1,630 0 0
PHILLIPS 66 COM 718546104 8,911 95,262 SH   SOLE   95,262 0 0
PRA HEALTH SCIENCES INC COM 69354M108 10,920 110,140 SH   SOLE   110,140 0 0
PROGRESSIVE CORP OHIO COM 743315103 280 3,500 SH   SOLE   3,500 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 10,451 123,610 SH   SOLE   123,610 0 0
SALESFORCE COM INC COM 79466L302 13,921 91,747 SH   SOLE   91,747 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 591 12,540 SH   SOLE   12,540 0 0
TJX COS INC NEW COM 872540109 13,014 246,110 SH   SOLE   246,110 0 0
U S CONCRETE INC COM NEW 90333L201 1,942 39,080 SH   SOLE   39,080 0 0
UNITED TECHNOLOGIES CORP COM 913017109 250 1,920 SH   SOLE   1,920 0 0
VISA INC COM CL A 92826C839 16,616 95,743 SH   SOLE   95,743 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 235 4,300 SH   SOLE   4,300 0 0
WEC ENERGY GROUP INC COM 92939U106 14,550 174,525 SH   SOLE   174,525 0 0
ZOETIS INC CL A 98978V103 272 2,395 SH   SOLE   2,395 0 0