<?xml version="1.0" encoding="windows-1252"?>
<informationTable xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable">
<infoTable>
  <nameOfIssuer>Antero Midstream GP, LP</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>03675Y103</cusip>
  <value>6754</value>
  <shrsOrPrnAmt>
    <sshPrnamt>399201</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>399201</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>BP Midstream Partners, LP </nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>0556EL109</cusip>
  <value>7046</value>
  <shrsOrPrnAmt>
    <sshPrnamt>374795</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>374795</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Crestwood Equity Partners, LP</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>226344208</cusip>
  <value>9412</value>
  <shrsOrPrnAmt>
    <sshPrnamt>256110</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>256110</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Dominion Energy Midstream Part</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>257454108</cusip>
  <value>4296</value>
  <shrsOrPrnAmt>
    <sshPrnamt>239990</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>239990</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Energy Transfer Equity, LP</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>29273V100</cusip>
  <value>7765</value>
  <shrsOrPrnAmt>
    <sshPrnamt>445496</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>445496</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>EnLink Midstream, LLC</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>29336T100</cusip>
  <value>6953</value>
  <shrsOrPrnAmt>
    <sshPrnamt>422684</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>422684</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Enterprise Products Partners, </nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>293792107</cusip>
  <value>372</value>
  <shrsOrPrnAmt>
    <sshPrnamt>12938</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>12938</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>EQGP Holdings, LP</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>26885J103</cusip>
  <value>5954</value>
  <shrsOrPrnAmt>
    <sshPrnamt>285822</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>285822</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Hess Midstream Partners, LP</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>428104103</cusip>
  <value>8199</value>
  <shrsOrPrnAmt>
    <sshPrnamt>359442</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>359442</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Kinder Morgan, Inc.</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>49456B101</cusip>
  <value>8894</value>
  <shrsOrPrnAmt>
    <sshPrnamt>501647</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>501647</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Magellan Midstream Partners, L</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>559080106</cusip>
  <value>209</value>
  <shrsOrPrnAmt>
    <sshPrnamt>3090</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>3090</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>MPLX, LP</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>55336V100</cusip>
  <value>7010</value>
  <shrsOrPrnAmt>
    <sshPrnamt>202134</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>202134</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>NGL Energy Partners, LP</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>62913M107</cusip>
  <value>6826</value>
  <shrsOrPrnAmt>
    <sshPrnamt>588432</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>588432</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Noble Midstream Partners, LP</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>65506L105</cusip>
  <value>5228</value>
  <shrsOrPrnAmt>
    <sshPrnamt>147640</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>147640</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Oasis Midstream Partners, LP</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>67420T206</cusip>
  <value>9218</value>
  <shrsOrPrnAmt>
    <sshPrnamt>413939</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>413939</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Phillips 66 Partners, LP</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>718549207</cusip>
  <value>7514</value>
  <shrsOrPrnAmt>
    <sshPrnamt>146939</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>146939</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Plains GP Holdings </nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>72651A207</cusip>
  <value>9797</value>
  <shrsOrPrnAmt>
    <sshPrnamt>399386</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>399386</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>SemGroup Corporation </nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>81663A105</cusip>
  <value>8788</value>
  <shrsOrPrnAmt>
    <sshPrnamt>398535</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>398535</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Shell Midstream Partners, LP</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>822634101</cusip>
  <value>6805</value>
  <shrsOrPrnAmt>
    <sshPrnamt>318280</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>318280</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Valero Energy Partners, LP</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>91914J102</cusip>
  <value>6907</value>
  <shrsOrPrnAmt>
    <sshPrnamt>182334</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>182334</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Western Gas Equity Partners, L</nameOfIssuer>
  <titleOfClass>LTD</titleOfClass>
  <cusip>95825R103</cusip>
  <value>6128</value>
  <shrsOrPrnAmt>
    <sshPrnamt>204677</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>204677</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Activision Blizzard, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>00507V109</cusip>
  <value>3006</value>
  <shrsOrPrnAmt>
    <sshPrnamt>36133</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>36133</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Alphabet, Inc. Class A</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>02079K305</cusip>
  <value>8243</value>
  <shrsOrPrnAmt>
    <sshPrnamt>6829</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>6829</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>American Tower Corporation (RE</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>03027X100</cusip>
  <value>5997</value>
  <shrsOrPrnAmt>
    <sshPrnamt>41276</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>41276</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Analog Devices, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>032654105</cusip>
  <value>3414</value>
  <shrsOrPrnAmt>
    <sshPrnamt>36920</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>36920</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Apple, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>037833100</cusip>
  <value>13921</value>
  <shrsOrPrnAmt>
    <sshPrnamt>61668</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>61668</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>BJ&apos;s Wholesale Club</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>05550J101</cusip>
  <value>1607</value>
  <shrsOrPrnAmt>
    <sshPrnamt>60023</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>60023</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Blueprint Medicines Corporatio</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>09627Y109</cusip>
  <value>1980</value>
  <shrsOrPrnAmt>
    <sshPrnamt>25362</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>25362</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Boston Scientific Corporation</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>101137107</cusip>
  <value>4732</value>
  <shrsOrPrnAmt>
    <sshPrnamt>122906</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>122906</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Chegg, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>163092109</cusip>
  <value>2181</value>
  <shrsOrPrnAmt>
    <sshPrnamt>76726</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>76726</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Collegium Pharmaceutical, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>19459J104</cusip>
  <value>562</value>
  <shrsOrPrnAmt>
    <sshPrnamt>38137</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>38137</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Comerica, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>200340107</cusip>
  <value>3408</value>
  <shrsOrPrnAmt>
    <sshPrnamt>37779</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>37779</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>CryoLife, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>228903100</cusip>
  <value>2018</value>
  <shrsOrPrnAmt>
    <sshPrnamt>57340</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>57340</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Danaher Corporation</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>235851102</cusip>
  <value>8404</value>
  <shrsOrPrnAmt>
    <sshPrnamt>77343</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>77343</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Electronic Arts, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>285512109</cusip>
  <value>2474</value>
  <shrsOrPrnAmt>
    <sshPrnamt>20529</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>20529</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Exelixis, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>30161Q104</cusip>
  <value>1450</value>
  <shrsOrPrnAmt>
    <sshPrnamt>81822</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>81822</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Focus Financial Partners Inc </nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>34417P100</cusip>
  <value>5125</value>
  <shrsOrPrnAmt>
    <sshPrnamt>107987</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>107987</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Fortive Corporation</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>34959J108</cusip>
  <value>4103</value>
  <shrsOrPrnAmt>
    <sshPrnamt>48735</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>48735</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Fox Factory Holding Corp.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>35138V102</cusip>
  <value>4556</value>
  <shrsOrPrnAmt>
    <sshPrnamt>65034</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>65034</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Hannon Armstrong Sustainable I</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>41068X100</cusip>
  <value>4018</value>
  <shrsOrPrnAmt>
    <sshPrnamt>187155</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>187155</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>HealthEquity, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>42226A107</cusip>
  <value>3825</value>
  <shrsOrPrnAmt>
    <sshPrnamt>40520</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>40520</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Illinois Tool Works, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>452308109</cusip>
  <value>7641</value>
  <shrsOrPrnAmt>
    <sshPrnamt>54143</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>54143</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Innovative Industrial Properti</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>45781V101</cusip>
  <value>2541</value>
  <shrsOrPrnAmt>
    <sshPrnamt>52669</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>52669</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>KeyCorp</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>493267108</cusip>
  <value>3594</value>
  <shrsOrPrnAmt>
    <sshPrnamt>180682</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>180682</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Lockheed Martin Corporation</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>539830109</cusip>
  <value>8386</value>
  <shrsOrPrnAmt>
    <sshPrnamt>24239</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>24239</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Malibu Boats, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>56117J100</cusip>
  <value>5246</value>
  <shrsOrPrnAmt>
    <sshPrnamt>95871</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>95871</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>MarineMax, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>567908108</cusip>
  <value>3382</value>
  <shrsOrPrnAmt>
    <sshPrnamt>159166</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>159166</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Marsh &amp; McLennan Companies, In</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>571748102</cusip>
  <value>3875</value>
  <shrsOrPrnAmt>
    <sshPrnamt>46839</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>46839</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Masco Corporation</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>574599106</cusip>
  <value>3612</value>
  <shrsOrPrnAmt>
    <sshPrnamt>98686</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>98686</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>McDonald&apos;s Corporation</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>580135101</cusip>
  <value>3703</value>
  <shrsOrPrnAmt>
    <sshPrnamt>22138</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>22138</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Meridian Bancorp, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>58958U103</cusip>
  <value>1410</value>
  <shrsOrPrnAmt>
    <sshPrnamt>82947</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>82947</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Microsoft Corporation</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>594918104</cusip>
  <value>8929</value>
  <shrsOrPrnAmt>
    <sshPrnamt>78075</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>78075</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Nike, Inc. Class B</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>654106103</cusip>
  <value>4468</value>
  <shrsOrPrnAmt>
    <sshPrnamt>52733</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>52733</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>PacWest Bancorp</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>695263103</cusip>
  <value>3082</value>
  <shrsOrPrnAmt>
    <sshPrnamt>64685</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>64685</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Patrick Industries, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>703343103</cusip>
  <value>3397</value>
  <shrsOrPrnAmt>
    <sshPrnamt>57384</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>57384</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Repligen Corporation</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>759916109</cusip>
  <value>1985</value>
  <shrsOrPrnAmt>
    <sshPrnamt>35787</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>35787</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Roper Technologies, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>776696106</cusip>
  <value>8040</value>
  <shrsOrPrnAmt>
    <sshPrnamt>27142</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>27142</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Secure Energy Services, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>81373C102</cusip>
  <value>2926</value>
  <shrsOrPrnAmt>
    <sshPrnamt>446351</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>446351</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Sonos</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>83570H108</cusip>
  <value>1572</value>
  <shrsOrPrnAmt>
    <sshPrnamt>97981</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>97981</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Splunk, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>848637104</cusip>
  <value>4150</value>
  <shrsOrPrnAmt>
    <sshPrnamt>34321</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>34321</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>STERIS plc</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>G84720104</cusip>
  <value>4200</value>
  <shrsOrPrnAmt>
    <sshPrnamt>36716</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>36716</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>SVB Financial Group</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>78486Q101</cusip>
  <value>4383</value>
  <shrsOrPrnAmt>
    <sshPrnamt>14102</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>14102</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Synchrony Financial</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>87165B103</cusip>
  <value>3163</value>
  <shrsOrPrnAmt>
    <sshPrnamt>101768</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>101768</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>The Descartes Systems Group, I</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>249906108</cusip>
  <value>3882</value>
  <shrsOrPrnAmt>
    <sshPrnamt>114342</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>114342</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>The Ultimate Software Group, I</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>90385D107</cusip>
  <value>6586</value>
  <shrsOrPrnAmt>
    <sshPrnamt>20442</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>20442</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Tristate Capital Holdings, Inc</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>89678F100</cusip>
  <value>1976</value>
  <shrsOrPrnAmt>
    <sshPrnamt>71591</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>71591</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Tyler Technologies, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>902252105</cusip>
  <value>5852</value>
  <shrsOrPrnAmt>
    <sshPrnamt>23880</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>23880</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Union Bankshares Corp.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>90539J109</cusip>
  <value>3506</value>
  <shrsOrPrnAmt>
    <sshPrnamt>90986</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>90986</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>UnitedHealth Group, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>91324P102</cusip>
  <value>6249</value>
  <shrsOrPrnAmt>
    <sshPrnamt>23490</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>23490</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Webster Financial Corporation</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>947890109</cusip>
  <value>3513</value>
  <shrsOrPrnAmt>
    <sshPrnamt>59580</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>59580</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Zillow Group, Inc.</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>98954M200</cusip>
  <value>2072</value>
  <shrsOrPrnAmt>
    <sshPrnamt>46824</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>46824</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>Biotech ETF (SPDR S &amp; P)</nameOfIssuer>
  <titleOfClass>TR UNIT</titleOfClass>
  <cusip>78464A870</cusip>
  <value>7410</value>
  <shrsOrPrnAmt>
    <sshPrnamt>77291</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>77291</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>JPMorgan Alerian MLP Index ETN</nameOfIssuer>
  <titleOfClass>TR UNIT</titleOfClass>
  <cusip>46625H365</cusip>
  <value>697</value>
  <shrsOrPrnAmt>
    <sshPrnamt>25365</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>25365</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>SPDR S &amp; P 500 ETF Trust</nameOfIssuer>
  <titleOfClass>TR UNIT</titleOfClass>
  <cusip>78462F103</cusip>
  <value>3954</value>
  <shrsOrPrnAmt>
    <sshPrnamt>13599</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>13599</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
<infoTable>
  <nameOfIssuer>UBS Alerian MLP/ MLPI</nameOfIssuer>
  <titleOfClass>TR UNIT</titleOfClass>
  <cusip>902641646</cusip>
  <value>7020</value>
  <shrsOrPrnAmt>
    <sshPrnamt>291893</sshPrnamt>
    <sshPrnamtType>SH</sshPrnamtType>
  </shrsOrPrnAmt>
  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
    <Sole>291893</Sole>
    <Shared>0</Shared>
    <None>0</None>
  </votingAuthority>
</infoTable>
</informationTable>
