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 974 12,790 SH   SOLE   0 12,790 0
ADOBE INC COM 00724F101 13,561 42,612 SH   SOLE   0 42,612 0
ALLERGAN PLC SHS G0177J108 4,179 23,598 SH   SOLE   0 23,598 0
ALLSTATE CORP COM 020002101 10,173 110,900 SH   SOLE   0 110,900 0
ALPHABET INC CAP STK CL C 02079K107 272 234 SH   SOLE   0 234 0
ALPHABET INC CAP STK CL A 02079K305 12,860 11,068 SH   SOLE   0 11,068 0
AMAZON COM INC COM 023135106 252 129 SH   SOLE   0 129 0
AMERICAN ELEC PWR CO INC COM 025537101 441 5,520 SH   SOLE   0 5,520 0
AMPHENOL CORP NEW CL A 032095101 8,852 121,460 SH   SOLE   0 121,460 0
APPLE INC COM 037833100 16,011 62,965 SH   SOLE   0 62,965 0
AVERY DENNISON CORP COM 053611109 10,359 101,690 SH   SOLE   0 101,690 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 528 2,890 SH   SOLE   0 2,890 0
BHP GROUP LTD SPONSORED ADS 088606108 8,809 240,090 SH   SOLE   0 240,090 0
BLACKSTONE GROUP INC COM CL A 09260D107 10,614 232,917 SH   SOLE   0 232,917 0
BOEING CO COM 097023105 232 1,557 SH   SOLE   0 1,557 0
BOSTON SCIENTIFIC CORP COM 101137107 10,583 324,323 SH   SOLE   0 324,323 0
CANADIAN PAC RY LTD COM 13645T100 10,657 48,531 SH   SOLE   0 48,531 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 587 31,990 SH   SOLE   0 31,990 0
CHEVRON CORP NEW COM 166764100 1,105 15,252 SH   SOLE   0 15,252 0
CISCO SYS INC COM 17275R102 1,240 31,545 SH   SOLE   0 31,545 0
COCA COLA CO COM 191216100 980 22,140 SH   SOLE   0 22,140 0
COSTCO WHSL CORP NEW COM 22160K105 577 2,025 SH   SOLE   0 2,025 0
DANAHER CORPORATION COM 235851102 277 2,000 SH   SOLE   0 2,000 0
DISCOVERY INC COM SER A 25470F104 8,177 420,640 SH   SOLE   0 420,640 0
DISNEY WALT CO COM DISNEY 254687106 455 4,710 SH   SOLE   0 4,710 0
EATON CORP PLC SHS G29183103 1,810 23,300 SH   SOLE   0 23,300 0
ENTERPRISE PRODS PARTNERS L COM 293792107 218 15,240 SH   SOLE   0 15,240 0
FACEBOOK INC CL A 30303M102 14,086 84,448 SH   SOLE   0 84,448 0
INTEL CORP COM 458140100 318 5,882 SH   SOLE   0 5,882 0
JOHNSON & JOHNSON COM 478160104 1,145 8,729 SH   SOLE   0 8,729 0
JPMORGAN CHASE & CO COM 46625H100 222 2,462 SH   SOLE   0 2,462 0
LILLY ELI & CO COM 532457108 13,675 98,577 SH   SOLE   0 98,577 0
LOCKHEED MARTIN CORP COM 539830109 12,856 37,928 SH   SOLE   0 37,928 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 401 10,980 SH   SOLE   0 10,980 0
MASCO CORP COM 574599106 225 6,500 SH   SOLE   0 6,500 0
MASTEC INC COM 576323109 7,279 222,400 SH   SOLE   0 222,400 0
MASTERCARD INC CL A 57636Q104 6,397 26,480 SH   SOLE   0 26,480 0
MCDONALDS CORP COM 580135101 832 5,030 SH   SOLE   0 5,030 0
MERCK & CO. INC COM 58933Y105 262 3,410 SH   SOLE   0 3,410 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 3,688 155,810 SH   SOLE   0 155,810 0
MICROSOFT CORP COM 594918104 11,172 70,839 SH   SOLE   0 70,839 0
NISOURCE INC COM 65473P105 2,521 100,975 SH   SOLE   0 100,975 0
NORFOLK SOUTHERN CORP COM 655844108 248 1,700 SH   SOLE   0 1,700 0
NOVARTIS A G SPONSORED ADR 66987V109 214 2,600 SH   SOLE   0 2,600 0
NVIDIA CORP COM 67066G104 14,449 54,815 SH   SOLE   0 54,815 0
PAYPAL HLDGS INC COM 70450Y103 11,754 122,769 SH   SOLE   0 122,769 0
PEPSICO INC COM 713448108 304 2,530 SH   SOLE   0 2,530 0
PRA HEALTH SCIENCES INC COM 69354M108 9,375 112,900 SH   SOLE   0 112,900 0
PROGRESSIVE CORP OHIO COM 743315103 258 3,500 SH   SOLE   0 3,500 0
SALESFORCE COM INC COM 79466L302 13,073 90,796 SH   SOLE   0 90,796 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 694 14,220 SH   SOLE   0 14,220 0
TJX COS INC NEW COM 872540109 12,609 263,740 SH   SOLE   0 263,740 0
VISA INC COM CL A 92826C839 15,096 93,695 SH   SOLE   0 93,695 0
WEC ENERGY GROUP INC COM 92939U106 15,537 176,302 SH   SOLE   0 176,302 0
ZOETIS INC CL A 98978V103 282 2,395 SH   SOLE   0 2,395 0