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
ISHARES TR CORE S&P500 ETF 464287200 97 365 SH   SOLE   0 0 365
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,589 17,440 SH   SOLE   3,846 0 13,594
ONEOK INC NEW COM 682680103 4,275 75,099 SH   SOLE   70,521 0 4,578
GRAPHIC PACKAGING HLDG CO COM 388689101 6,210 404,539 SH   SOLE   376,448 0 28,091
AMETEK INC NEW COM 031100100 111 1,465 SH   SOLE   642 0 823
RAYMOND JAMES FINANCIAL INC COM 754730109 2,675 29,914 SH   SOLE   27,713 0 2,201
PROGRESSIVE CORP OHIO COM 743315103 4,635 76,067 SH   SOLE   70,818 0 5,249
GLOBAL PMTS INC COM 37940X102 10,934 98,041 SH   SOLE   91,393 0 6,648
SIX FLAGS ENTMT CORP NEW COM 83001A102 9,574 153,776 SH   SOLE   143,536 0 10,240
CROWN CASTLE INTL CORP NEW COM 22822V101 7,505 68,467 SH   SOLE   63,602 0 4,865
INTUIT COM 461202103 1,811 10,449 SH   SOLE   9,710 0 739
XILINX INC COM 983919101 905 12,524 SH   SOLE   11,673 0 851
CONSTELLATION BRANDS INC CL A 21036P108 11,461 50,284 SH   SOLE   46,939 0 3,345
SERVICE CORP INTL COM 817565104 10,772 285,421 SH   SOLE   265,876 0 19,545
IDEXX LABS INC COM 45168D104 108 564 SH   SOLE   249 0 315
ENCOMPASS HEALTH CORP COM 29261A100 1,798 31,457 SH   SOLE   29,233 0 2,224
ZIONS BANCORPORATION COM 989701107 112 2,117 SH   SOLE   927 0 1,190
VERISIGN INC COM 92343E102 3,118 26,298 SH   SOLE   24,443 0 1,855
COTT CORP QUE COM 22163N106 7,681 521,775 SH   SOLE   486,076 0 35,699
RYMAN HOSPITALITY PPTYS INC COM 78377T107 6,362 82,145 SH   SOLE   76,877 0 5,268
L3 TECHNOLOGIES INC COM 502413107 4,546 21,858 SH   SOLE   20,355 0 1,503
CYPRESS SEMICONDUCTOR CORP COM 232806109 4,250 250,562 SH   SOLE   233,478 0 17,084
IAC INTERACTIVECORP COM 44919P508 4,238 27,100 SH   SOLE   25,543 0 1,557
LABORATORY CORP AMER HLDGS COM NEW 50540R409 868 5,364 SH   SOLE   4,994 0 370
SUNTRUST BKS INC COM 867914103 1,493 21,942 SH   SOLE   20,462 0 1,480
LKQ CORP COM 501889208 10,915 287,618 SH   SOLE   267,644 0 19,974
PTC INC COM 69370C100 4,453 57,079 SH   SOLE   53,175 0 3,904
SVB FINL GROUP COM 78486Q101 2,633 10,969 SH   SOLE   10,166 0 803
HARRIS CORP DEL COM 413875105 4,882 30,273 SH   SOLE   28,216 0 2,057
TD AMERITRADE HLDG CORP COM 87236Y108 4,461 75,312 SH   SOLE   70,129 0 5,183
FLIR SYS INC COM 302445101 111 2,226 SH   SOLE   975 0 1,251
UNITED RENTALS INC COM 911363109 10,274 59,479 SH   SOLE   55,822 0 3,657
COMERICA INC COM 200340107 112 1,167 SH   SOLE   511 0 656
KANSAS CITY SOUTHERN COM NEW 485170302 4,679 42,592 SH   SOLE   39,635 0 2,957
BOYD GAMING CORP COM 103304101 2,700 84,732 SH   SOLE   77,707 0 7,025
MOODYS CORP COM 615369105 1,496 9,276 SH   SOLE   8,650 0 626
DOVER CORP COM 260003108 2,890 29,419 SH   SOLE   27,339 0 2,080
COOPER COS INC COM NEW 216648402 2,738 11,967 SH   SOLE   11,114 0 853
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 11,583 215,935 SH   SOLE   201,165 0 14,770
CURTISS WRIGHT CORP COM 231561101 111 821 SH   SOLE   361 0 460
MGM RESORTS INTERNATIONAL COM 552953101 643 18,352 SH   SOLE   17,115 0 1,237
BALL CORP COM 058498106 8,186 206,152 SH   SOLE   192,242 0 13,910
TELEFLEX INC COM 879369106 10,788 42,309 SH   SOLE   39,378 0 2,931
CBRE GROUP INC CL A 12504L109 9,593 203,161 SH   SOLE   189,505 0 13,656
DOMINOS PIZZA INC COM 25754A201 4,868 20,844 SH   SOLE   19,410 0 1,434
LAS VEGAS SANDS CORP COM 517834107 2,725 37,900 SH   SOLE   35,344 0 2,556
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,820 18,248 SH   SOLE   16,959 0 1,289
SCIENTIFIC GAMES CORP COM 80874P109 7,238 174,001 SH   SOLE   162,231 0 11,770
PERFORMANCE FOOD GROUP CO COM 71377A103 10,279 344,348 SH   SOLE   319,895 0 24,453
REPUBLIC SVCS INC COM 760759100 10,924 164,938 SH   SOLE   153,908 0 11,030
CHARLES RIV LABS INTL INC COM 159864107 894 8,378 SH   SOLE   7,808 0 570
NASDAQ INC COM 631103108 2,444 28,351 SH   SOLE   26,345 0 2,006
JONES LANG LASALLE INC COM 48020Q107 3,083 17,651 SH   SOLE   16,410 0 1,241
ON ASSIGNMENT INC COM 682159108 111 1,355 SH   SOLE   594 0 761
LIVE NATION ENTERTAINMENT IN COM 538034109 10,202 242,107 SH   SOLE   224,975 0 17,132
CHOICE HOTELS INTL INC COM 169905106 110 1,375 SH   SOLE   610 0 765
CHURCHILL DOWNS INC COM 171484108 6,276 25,717 SH   SOLE   24,235 0 1,482
FIDELITY NATL INFORMATION SV COM 31620M106 9,528 98,943 SH   SOLE   92,916 0 6,027
WYNN RESORTS LTD COM 983134107 909 4,987 SH   SOLE   4,651 0 336
ROPER TECHNOLOGIES INC COM 776696106 114 406 SH   SOLE   180 0 226
BIO RAD LABS INC CL A 090572207 873 3,491 SH   SOLE   3,253 0 238
WYNDHAM WORLDWIDE CORP COM 98310W108 2,853 24,930 SH   SOLE   23,129 0 1,801
TELEDYNE TECHNOLOGIES INC COM 879360105 111 595 SH   SOLE   261 0 334
TRANSDIGM GROUP INC COM 893641100 8,276 26,962 SH   SOLE   25,318 0 1,644
COSTAR GROUP INC COM 22160N109 1,819 5,015 SH   SOLE   4,661 0 354
BOK FINL CORP COM NEW 05561Q201 112 1,130 SH   SOLE   495 0 635
VIASAT INC COM 92552V100 4,624 70,360 SH   SOLE   66,116 0 4,244
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,830 16,679 SH   SOLE   15,499 0 1,180
AECOM COM 00766T100 7,844 220,143 SH   SOLE   205,120 0 15,023
MSCI INC COM 55354G100 4,571 30,581 SH   SOLE   28,439 0 2,142
HILL ROM HLDGS INC COM 431475102 111 1,277 SH   SOLE   559 0 718
XPO LOGISTICS INC COM 983793100 12,991 127,601 SH   SOLE   118,949 0 8,652
WASTE CONNECTIONS INC COM 94106B101 8,883 123,828 SH   SOLE   116,358 0 7,470
BROADCOM LTD SHS Y09827109 5,746 24,383 SH   SOLE   22,867 0 1,516
VERISK ANALYTICS INC COM 92345Y106 1,821 17,506 SH   SOLE   16,268 0 1,238
FORTINET INC COM 34959E109 114 2,134 SH   SOLE   944 0 1,190
KAR AUCTION SVCS INC COM 48238T109 10,232 188,783 SH   SOLE   176,258 0 12,525
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 9,941 191,800 SH   SOLE   179,118 0 12,682
HYATT HOTELS CORP COM CL A 448579102 898 11,769 SH   SOLE   10,974 0 795
FIRST AMERN FINL CORP COM 31847R102 111 1,900 SH   SOLE   831 0 1,069
BWX TECHNOLOGIES INC COM 05605H100 2,946 46,372 SH   SOLE   43,089 0 3,283
LPL FINL HLDGS INC COM 50212V100 10,328 169,111 SH   SOLE   157,418 0 11,693
HCA HEALTHCARE INC COM 40412C101 890 9,176 SH   SOLE   8,551 0 625
XYLEM INC COM 98419M100 2,907 37,794 SH   SOLE   35,090 0 2,704
WORLDPAY INC CL A 981558109 5,164 62,792 SH   SOLE   58,921 0 3,871
SPLUNK INC COM 848637104 106 1,081 SH   SOLE   478 0 603
FLEETCOR TECHNOLOGIES INC COM 339041105 1,832 9,046 SH   SOLE   8,406 0 640
SERVICENOW INC COM 81762P102 113 681 SH   SOLE   301 0 380
PALO ALTO NETWORKS INC COM 697435105 1,800 9,915 SH   SOLE   9,213 0 702
BERRY GLOBAL GROUP INC COM 08579W103 10,305 188,022 SH   SOLE   175,481 0 12,541
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 9,601 181,249 SH   SOLE   169,203 0 12,046
ZOETIS INC CL A 98978V103 1,843 22,071 SH   SOLE   20,509 0 1,562
PINNACLE FOODS INC DEL COM 72348P104 5,876 108,621 SH   SOLE   100,995 0 7,626
CDW CORP COM 12514G108 10,392 147,802 SH   SOLE   137,841 0 9,961
HD SUPPLY HLDGS INC COM 40416M105 7,885 207,841 SH   SOLE   194,597 0 13,244
COMMSCOPE HLDG CO INC COM 20337X109 11,313 283,037 SH   SOLE   265,729 0 17,308
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 9,294 470,131 SH   SOLE   437,451 0 32,680
ARAMARK COM 03852U106 8,938 225,933 SH   SOLE   210,555 0 15,378
HILTON WORLDWIDE HLDGS INC COM 43300A203 9,901 125,717 SH   SOLE   117,325 0 8,392
IHS MARKIT LTD SHS G47567105 10,085 209,053 SH   SOLE   196,580 0 12,473
ARISTA NETWORKS INC COM 040413106 101 395 SH   SOLE   174 0 221
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 8,205 161,353 SH   SOLE   150,288 0 11,065
CATALENT INC COM 148806102 5,949 144,877 SH   SOLE   135,544 0 9,333
CDK GLOBAL INC COM 12508E101 5,823 91,927 SH   SOLE   86,389 0 5,538
ELDORADO RESORTS INC COM 28470R102 6,268 189,948 SH   SOLE   176,597 0 13,351
CITIZENS FINL GROUP INC COM 174610105 2,912 69,357 SH   SOLE   64,492 0 4,865
ZAYO GROUP HLDGS INC COM 98919V105 7,500 219,547 SH   SOLE   206,289 0 13,258
SUMMIT MATLS INC CL A 86614U100 6,627 218,866 SH   SOLE   203,728 0 15,138
TRANSUNION COM 89400J107 12,170 214,343 SH   SOLE   199,792 0 14,551
PLANET FITNESS INC CL A 72703H101 1,811 47,944 SH   SOLE   44,604 0 3,340
MADISON SQUARE GARDEN CO NEW CL A 55825T103 902 3,670 SH   SOLE   3,407 0 263
HEWLETT PACKARD ENTERPRISE C COM 42824C109 869 49,542 SH   SOLE   46,115 0 3,427
MATCH GROUP INC COM 57665R106 4,465 100,468 SH   SOLE   93,954 0 6,514
FIRST DATA CORP NEW COM CL A 32008D106 4,435 277,216 SH   SOLE   259,888 0 17,328
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 9,586 234,667 SH   SOLE   218,653 0 16,014
CHARTER COMMUNICATIONS INC N CL A 16119P108 4,375 14,058 SH   SOLE   13,215 0 843
US FOODS HLDG CORP COM 912008109 9,878 301,444 SH   SOLE   285,567 0 15,877
DELL TECHNOLOGIES INC COM CL V 24703L103 8,974 122,574 SH   SOLE   114,092 0 8,482
ADVANCED DISP SVCS INC DEL COM 00790X101 3,010 135,088 SH   SOLE   125,699 0 9,389