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
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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
SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 295 1,214 SH   SOLE   437 0 777
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 296 834 SH   SOLE   300 0 534
SPDR S&P 500 ETF TR TR UNIT 78462F103 296 1,092 SH   SOLE   393 0 699
ONEOK INC NEW COM 682680103 4,665 66,805 SH   SOLE   62,164 0 4,641
GRAINGER W W INC COM 384802104 2,588 8,391 SH   SOLE   7,796 0 595
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,368 37,532 SH   SOLE   34,924 0 2,608
GRAPHIC PACKAGING HLDG CO COM 388689101 1,647 113,540 SH   SOLE   105,842 0 7,698
AMETEK INC NEW COM 031100100 2,175 30,136 SH   SOLE   28,090 0 2,046
BAXTER INTL INC COM 071813109 3,017 40,854 SH   SOLE   38,094 0 2,760
COMMERCE BANCSHARES INC COM 200525103 1,382 21,360 SH   SOLE   19,914 0 1,446
RAYMOND JAMES FINANCIAL INC COM 754730109 3,380 37,832 SH   SOLE   35,303 0 2,529
SIRIUS XM HLDGS INC COM 82968B103 3,534 521,965 SH   SOLE   488,988 0 32,977
PROGRESSIVE CORP OHIO COM 743315103 4,715 79,721 SH   SOLE   73,813 0 5,908
FISERV INC COM 337738108 3,175 42,850 SH   SOLE   39,874 0 2,976
GLOBAL PMTS INC COM 37940X102 7,354 65,964 SH   SOLE   61,142 0 4,822
SIX FLAGS ENTMT CORP NEW COM 83001A102 3,597 51,348 SH   SOLE   47,882 0 3,466
INTUIT COM 461202103 4,765 23,322 SH   SOLE   21,776 0 1,546
TEXTRON INC COM 883203101 3,073 46,621 SH   SOLE   44,016 0 2,605
CONSTELLATION BRANDS INC CL A 21036P108 4,581 20,931 SH   SOLE   19,537 0 1,394
SERVICE CORP INTL COM 817565104 4,935 137,887 SH   SOLE   128,615 0 9,272
IDEXX LABS INC COM 45168D104 213 976 SH   SOLE   217 0 759
ENCOMPASS HEALTH CORP COM 29261A100 5,430 80,177 SH   SOLE   74,611 0 5,566
CITRIX SYS INC COM 177376100 5,000 47,694 SH   SOLE   44,379 0 3,315
ZIONS BANCORPORATION COM 989701107 2,643 50,162 SH   SOLE   46,766 0 3,396
NETAPP INC COM 64110D104 2,613 33,275 SH   SOLE   30,914 0 2,361
VERISIGN INC COM 92343E102 4,945 35,986 SH   SOLE   33,649 0 2,337
BROWN & BROWN INC COM 115236101 773 27,858 SH   SOLE   25,882 0 1,976
COTT CORP QUE COM 22163N106 1,552 93,784 SH   SOLE   87,133 0 6,651
RYMAN HOSPITALITY PPTYS INC COM 78377T107 3,374 40,581 SH   SOLE   37,527 0 3,054
EDWARDS LIFESCIENCES CORP COM 28176E108 1,776 12,200 SH   SOLE   11,351 0 849
L3 TECHNOLOGIES INC COM 502413107 2,184 11,358 SH   SOLE   10,601 0 757
CYPRESS SEMICONDUCTOR CORP COM 232806109 3,773 242,192 SH   SOLE   225,251 0 16,941
E TRADE FINANCIAL CORP COM NEW 269246401 4,626 75,640 SH   SOLE   70,382 0 5,258
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 3,660 56,822 SH   SOLE   52,873 0 3,949
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 1,275 13,930 SH   SOLE   12,985 0 945
ROBERT HALF INTL INC COM 770323103 3,019 46,377 SH   SOLE   43,153 0 3,224
QUIDEL CORP COM 74838J101 1,796 27,010 SH   SOLE   25,132 0 1,878
ICU MED INC COM 44930G107 1,859 6,330 SH   SOLE   5,888 0 442
BOSTON SCIENTIFIC CORP COM 101137107 2,745 83,940 SH   SOLE   78,106 0 5,834
LABORATORY CORP AMER HLDGS COM NEW 50540R409 5,777 32,179 SH   SOLE   29,923 0 2,256
SYNOVUS FINL CORP COM NEW 87161C501 1,318 24,940 SH   SOLE   23,252 0 1,688
NORTHERN TR CORP COM 665859104 1,268 12,320 SH   SOLE   11,462 0 858
PTC INC COM 69370C100 4,210 44,879 SH   SOLE   41,696 0 3,183
SVB FINL GROUP COM 78486Q101 4,426 15,327 SH   SOLE   14,262 0 1,065
HARRIS CORP DEL COM 413875105 2,192 15,165 SH   SOLE   14,150 0 1,015
TD AMERITRADE HLDG CORP COM 87236Y108 4,014 73,285 SH   SOLE   67,948 0 5,337
FLIR SYS INC COM 302445101 4,802 92,391 SH   SOLE   85,983 0 6,408
UNITED RENTALS INC COM 911363109 2,517 17,052 SH   SOLE   16,067 0 985
COMERICA INC COM 200340107 2,649 29,133 SH   SOLE   27,158 0 1,975
FAIR ISAAC CORP COM 303250104 4,691 24,268 SH   SOLE   22,582 0 1,686
BOYD GAMING CORP COM 103304101 3,347 96,562 SH   SOLE   88,719 0 7,843
TCF FINL CORP COM 872275102 1,299 52,780 SH   SOLE   49,205 0 3,575
MOODYS CORP COM 615369105 3,453 20,248 SH   SOLE   18,822 0 1,426
AMEDISYS INC COM 023436108 1,912 22,370 SH   SOLE   20,815 0 1,555
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 5,975 115,128 SH   SOLE   107,127 0 8,001
CINTAS CORP COM 172908105 4,469 24,150 SH   SOLE   22,471 0 1,679
TELEFLEX INC COM 879369106 6,081 22,672 SH   SOLE   21,190 0 1,482
CBRE GROUP INC CL A 12504L109 5,980 125,266 SH   SOLE   115,699 0 9,567
DOMINOS PIZZA INC COM 25754A201 3,755 13,308 SH   SOLE   12,408 0 900
BRIGHT HORIZONS FAM SOL IN D COM 109194100 5,009 48,855 SH   SOLE   45,456 0 3,399
CHENIERE ENERGY INC COM NEW 16411R208 2,476 37,983 SH   SOLE   35,289 0 2,694
SCIENTIFIC GAMES CORP COM 80874P109 3,212 65,358 SH   SOLE   60,999 0 4,359
PERFORMANCE FOOD GROUP CO COM 71377A103 4,034 109,919 SH   SOLE   101,599 0 8,320
REPUBLIC SVCS INC COM 760759100 5,151 75,348 SH   SOLE   69,795 0 5,553
CHARLES RIV LABS INTL INC COM 159864107 4,432 39,480 SH   SOLE   36,681 0 2,799
TOTAL SYS SVCS INC COM 891906109 2,482 29,369 SH   SOLE   27,581 0 1,788
NASDAQ INC COM 631103108 5,299 58,058 SH   SOLE   53,876 0 4,182
COPART INC COM 217204106 4,415 78,056 SH   SOLE   72,630 0 5,426
CENTENE CORP DEL COM 15135B101 5,896 47,852 SH   SOLE   44,525 0 3,327
JONES LANG LASALLE INC COM 48020Q107 2,830 17,048 SH   SOLE   15,814 0 1,234
HEXCEL CORP NEW COM 428291108 2,996 45,140 SH   SOLE   42,090 0 3,050
ASGN INC COM 00191U102 4,408 56,381 SH   SOLE   52,381 0 4,000
LIVE NATION ENTERTAINMENT IN COM 538034109 2,775 57,125 SH   SOLE   50,304 0 6,821
HANOVER INS GROUP INC COM 410867105 784 6,554 SH   SOLE   6,089 0 465
CHOICE HOTELS INTL INC COM 169905106 1,626 21,514 SH   SOLE   20,052 0 1,462
CHURCHILL DOWNS INC COM 171484108 5,910 19,932 SH   SOLE   18,603 0 1,329
FIDELITY NATL INFORMATION SV COM 31620M106 7,961 75,082 SH   SOLE   70,053 0 5,029
ENTEGRIS INC COM 29362U104 2,462 72,612 SH   SOLE   68,179 0 4,433
RESMED INC COM 761152107 3,682 35,547 SH   SOLE   33,077 0 2,470
ROPER TECHNOLOGIES INC COM 776696106 4,287 15,539 SH   SOLE   14,490 0 1,049
ZEBRA TECHNOLOGIES CORP CL A 989207105 4,423 30,876 SH   SOLE   28,792 0 2,084
BIO RAD LABS INC CL A 090572207 5,177 17,941 SH   SOLE   16,693 0 1,248
EQUINIX INC COM PAR $0.001 29444U700 1,291 3,003 SH   SOLE   2,791 0 212
VAIL RESORTS INC COM 91879Q109 1,851 6,750 SH   SOLE   6,280 0 470
WINTRUST FINL CORP COM 97650W108 1,284 14,750 SH   SOLE   13,750 0 1,000
GARTNER INC COM 366651107 3,696 27,810 SH   SOLE   25,876 0 1,934
TELEDYNE TECHNOLOGIES INC COM 879360105 4,569 22,952 SH   SOLE   21,506 0 1,446
TRANSDIGM GROUP INC COM 893641100 7,969 23,088 SH   SOLE   21,517 0 1,571
WESTERN ALLIANCE BANCORP COM 957638109 1,273 22,490 SH   SOLE   20,968 0 1,522
WEX INC COM 96208T104 4,353 22,852 SH   SOLE   21,264 0 1,588
COSTAR GROUP INC COM 22160N109 2,572 6,232 SH   SOLE   5,791 0 441
BOK FINL CORP COM NEW 05561Q201 1,550 16,487 SH   SOLE   15,469 0 1,018
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,800 41,700 SH   SOLE   38,877 0 2,823
TE CONNECTIVITY LTD REG SHS H84989104 1,801 20,001 SH   SOLE   18,568 0 1,433
IPG PHOTONICS CORP COM 44980X109 1,961 8,886 SH   SOLE   8,318 0 568
MSCI INC COM 55354G100 6,050 36,574 SH   SOLE   33,879 0 2,695
HILL ROM HLDGS INC COM 431475102 4,732 54,174 SH   SOLE   50,331 0 3,843
XPO LOGISTICS INC COM 983793100 5,275 52,657 SH   SOLE   48,998 0 3,659
WASTE CONNECTIONS INC COM 94106B101 4,552 60,474 SH   SOLE   56,501 0 3,973
BROADCOM INC COM 11135F101 1,540 6,346 SH   SOLE   5,975 0 371
VERISK ANALYTICS INC COM 92345Y106 5,316 49,387 SH   SOLE   45,950 0 3,437
FORTINET INC COM 34959E109 4,312 69,068 SH   SOLE   64,907 0 4,161
KAR AUCTION SVCS INC COM 48238T109 6,305 115,062 SH   SOLE   106,441 0 8,621
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 4,939 103,803 SH   SOLE   96,443 0 7,360
BWX TECHNOLOGIES INC COM 05605H100 2,215 35,544 SH   SOLE   33,133 0 2,411
REALPAGE INC COM 75606N109 2,083 37,797 SH   SOLE   35,116 0 2,681
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 4,522 103,406 SH   SOLE   96,848 0 6,558
LPL FINL HLDGS INC COM 50212V100 6,163 94,027 SH   SOLE   87,013 0 7,014
HCA HEALTHCARE INC COM 40412C101 5,028 49,001 SH   SOLE   45,526 0 3,475
XYLEM INC COM 98419M100 2,013 29,873 SH   SOLE   27,884 0 1,989
WORLDPAY INC CL A 981558109 5,043 61,671 SH   SOLE   57,163 0 4,508
SERVICENOW INC COM 81762P102 218 1,264 SH   SOLE   280 0 984
PALO ALTO NETWORKS INC COM 697435105 2,619 12,748 SH   SOLE   11,843 0 905
ZOETIS INC CL A 98978V103 5,197 61,006 SH   SOLE   56,761 0 4,245
SABRE CORP COM 78573M104 5,137 208,499 SH   SOLE   194,008 0 14,491
CDW CORP COM 12514G108 7,867 97,381 SH   SOLE   90,106 0 7,275
HD SUPPLY HLDGS INC COM 40416M105 4,954 115,496 SH   SOLE   106,954 0 8,542
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 4,749 219,757 SH   SOLE   203,082 0 16,675
ARAMARK COM 03852U106 1,628 43,870 SH   SOLE   40,890 0 2,980
HILTON WORLDWIDE HLDGS INC COM 43300A203 7,360 92,976 SH   SOLE   86,017 0 6,959
IHS MARKIT LTD SHS G47567105 7,793 151,047 SH   SOLE   140,928 0 10,119
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 7,747 130,259 SH   SOLE   120,161 0 10,098
CATALENT INC COM 148806102 2,087 49,814 SH   SOLE   46,280 0 3,534
ELDORADO RESORTS INC COM 28470R102 4,233 108,250 SH   SOLE   100,482 0 7,768
ZAYO GROUP HLDGS INC COM 98919V105 3,097 84,893 SH   SOLE   78,871 0 6,022
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,288 21,818 SH   SOLE   20,270 0 1,548
KLX INC COM 482539103 3,368 46,842 SH   SOLE   43,802 0 3,040
GODADDY INC CL A 380237107 1,799 25,480 SH   SOLE   23,708 0 1,772
TRANSUNION COM 89400J107 8,337 116,378 SH   SOLE   108,798 0 7,580
PLANET FITNESS INC CL A 72703H101 3,184 72,457 SH   SOLE   66,709 0 5,748
MADISON SQUARE GARDEN CO NEW CL A 55825T103 2,080 6,704 SH   SOLE   6,235 0 469
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 5,475 120,700 SH   SOLE   112,151 0 8,549
US FOODS HLDG CORP COM 912008109 4,662 123,278 SH   SOLE   114,712 0 8,566
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 1,708 20,340 SH   SOLE   18,926 0 1,414
DELL TECHNOLOGIES INC COM CL V 24703L103 5,221 61,723 SH   SOLE   57,053 0 4,670
LAMB WESTON HLDGS INC COM 513272104 2,040 29,777 SH   SOLE   27,764 0 2,013
WYNDHAM HOTELS & RESORTS INC COM 98311A105 1,227 20,861 SH   SOLE   19,494 0 1,367