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
SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 352 1,511 SH   SOLE   521 0 990
SPDR S&P 500 ETF TR TR UNIT 78462F103 393 1,572 SH   SOLE   544 0 1,028
ONEOK INC NEW COM 682680103 2,874 53,278 SH   SOLE   49,111 0 4,167
GRAINGER W W INC COM 384802104 2,696 9,548 SH   SOLE   8,785 0 763
KROGER CO COM 501044101 2,091 76,035 SH   SOLE   69,165 0 6,870
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,047 26,483 SH   SOLE   24,279 0 2,204
GRAPHIC PACKAGING HLDG CO COM 388689101 1,132 106,387 SH   SOLE   99,868 0 6,519
SCHWAB CHARLES CORP NEW COM 808513105 2,734 65,843 SH   SOLE   62,224 0 3,619
BAXTER INTL INC COM 071813109 2,845 43,217 SH   SOLE   39,587 0 3,630
RAYTHEON CO COM NEW 755111507 1,764 11,504 SH   SOLE   10,929 0 575
PROGRESSIVE CORP OHIO COM 743315103 3,394 56,256 SH   SOLE   51,724 0 4,532
XCEL ENERGY INC COM 98389B100 4,188 85,000 SH   SOLE   77,714 0 7,286
FISERV INC COM 337738108 3,516 47,849 SH   SOLE   43,862 0 3,987
GLOBAL PMTS INC COM 37940X102 5,080 49,260 SH   SOLE   45,482 0 3,778
SIX FLAGS ENTMT CORP NEW COM 83001A102 2,813 50,559 SH   SOLE   46,772 0 3,787
CROWN CASTLE INTL CORP NEW COM 22822V101 4,714 43,395 SH   SOLE   39,772 0 3,623
INTUIT COM 461202103 2,847 14,461 SH   SOLE   13,366 0 1,095
NORFOLK SOUTHERN CORP COM 655844108 1,825 12,202 SH   SOLE   11,170 0 1,032
CROWN HOLDINGS INC COM 228368106 2,714 65,292 SH   SOLE   59,679 0 5,613
CONSTELLATION BRANDS INC CL A 21036P108 2,388 14,846 SH   SOLE   13,730 0 1,116
SERVICE CORP INTL COM 817565104 3,008 74,724 SH   SOLE   68,790 0 5,934
DUKE REALTY CORP COM NEW 264411505 2,460 94,997 SH   SOLE   85,506 0 9,491
ENCOMPASS HEALTH CORP COM 29261A100 2,346 38,020 SH   SOLE   35,165 0 2,855
CITRIX SYS INC COM 177376100 3,305 32,259 SH   SOLE   29,767 0 2,492
ECOLAB INC COM 278865100 3,308 22,451 SH   SOLE   20,655 0 1,796
VERISIGN INC COM 92343E102 1,789 12,067 SH   SOLE   11,121 0 946
BROWN & BROWN INC COM 115236101 2,491 90,374 SH   SOLE   82,740 0 7,634
COTT CORP QUE COM 22163N106 1,857 133,221 SH   SOLE   123,253 0 9,968
RYMAN HOSPITALITY PPTYS INC COM 78377T107 2,169 32,524 SH   SOLE   30,116 0 2,408
EDWARDS LIFESCIENCES CORP COM 28176E108 2,258 14,745 SH   SOLE   13,640 0 1,105
HOLLYFRONTIER CORP COM 436106108 934 18,262 SH   SOLE   16,690 0 1,572
BOSTON SCIENTIFIC CORP COM 101137107 2,608 73,800 SH   SOLE   68,277 0 5,523
SUNTRUST BKS INC COM 867914103 1,626 32,244 SH   SOLE   30,721 0 1,523
NORTHERN TR CORP COM 665859104 1,560 18,664 SH   SOLE   17,261 0 1,403
PTC INC COM 69370C100 2,869 34,607 SH   SOLE   31,688 0 2,919
HARRIS CORP DEL COM 413875105 3,017 22,409 SH   SOLE   21,155 0 1,254
TD AMERITRADE HLDG CORP COM 87236Y108 1,679 34,292 SH   SOLE   31,523 0 2,769
FLIR SYS INC COM 302445101 2,118 48,634 SH   SOLE   44,504 0 4,130
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4,057 89,925 SH   SOLE   83,161 0 6,764
BALL CORP COM 058498106 4,844 105,350 SH   SOLE   96,691 0 8,659
CINTAS CORP COM 172908105 2,277 13,554 SH   SOLE   12,448 0 1,106
WELLCARE HEALTH PLANS INC COM 94946T106 1,811 7,672 SH   SOLE   7,093 0 579
TELEFLEX INC COM 879369106 3,604 13,944 SH   SOLE   12,857 0 1,087
CBRE GROUP INC CL A 12504L109 1,917 47,865 SH   SOLE   44,323 0 3,542
DOMINOS PIZZA INC COM 25754A201 3,102 12,508 SH   SOLE   11,537 0 971
BRIGHT HORIZONS FAM SOL IN D COM 109194100 2,763 24,791 SH   SOLE   22,735 0 2,056
CHENIERE ENERGY INC COM NEW 16411R208 2,775 46,877 SH   SOLE   43,003 0 3,874
PERFORMANCE FOOD GROUP CO COM 71377A103 2,800 86,770 SH   SOLE   80,217 0 6,553
REPUBLIC SVCS INC COM 760759100 5,062 70,222 SH   SOLE   64,814 0 5,408
CHARLES RIV LABS INTL INC COM 159864107 2,888 25,518 SH   SOLE   23,610 0 1,908
TOTAL SYS SVCS INC COM 891906109 1,733 21,324 SH   SOLE   19,690 0 1,634
NASDAQ INC COM 631103108 2,881 35,322 SH   SOLE   32,573 0 2,749
MCCORMICK & CO INC COM NON VTG 579780206 1,758 12,628 SH   SOLE   11,583 0 1,045
COPART INC COM 217204106 2,624 54,908 SH   SOLE   50,320 0 4,588
CENTENE CORP DEL COM 15135B101 1,628 14,119 SH   SOLE   13,029 0 1,090
HEXCEL CORP NEW COM 428291108 2,386 41,603 SH   SOLE   38,259 0 3,344
NRG ENERGY INC COM NEW 629377508 2,601 65,694 SH   SOLE   60,462 0 5,232
LIVE NATION ENTERTAINMENT IN COM 538034109 2,248 45,652 SH   SOLE   42,252 0 3,400
HANOVER INS GROUP INC COM 410867105 1,789 15,319 SH   SOLE   14,038 0 1,281
CHURCHILL DOWNS INC COM 171484108 3,681 15,088 SH   SOLE   13,943 0 1,145
FIDELITY NATL INFORMATION SV COM 31620M106 5,934 57,865 SH   SOLE   53,632 0 4,233
RESMED INC COM 761152107 2,518 22,112 SH   SOLE   20,454 0 1,658
ROPER TECHNOLOGIES INC COM 776696106 3,172 11,901 SH   SOLE   10,917 0 984
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,798 11,291 SH   SOLE   10,413 0 878
BIO RAD LABS INC CL A 090572207 3,041 13,095 SH   SOLE   12,042 0 1,053
EQUINIX INC COM PAR $0.001 29444U700 3,898 11,055 SH   SOLE   10,159 0 896
VAIL RESORTS INC COM 91879Q109 2,527 11,986 SH   SOLE   11,043 0 943
APTARGROUP INC COM 038336103 3,884 41,286 SH   SOLE   37,696 0 3,590
GARTNER INC COM 366651107 2,599 20,333 SH   SOLE   18,783 0 1,550
TELEDYNE TECHNOLOGIES INC COM 879360105 2,440 11,783 SH   SOLE   10,850 0 933
TRANSDIGM GROUP INC COM 893641100 4,049 11,906 SH   SOLE   10,940 0 966
COSTAR GROUP INC COM 22160N109 2,436 7,222 SH   SOLE   6,648 0 574
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,506 26,032 SH   SOLE   24,067 0 1,965
MSCI INC COM 55354G100 3,209 21,763 SH   SOLE   19,965 0 1,798
HILL ROM HLDGS INC COM 431475102 3,260 36,820 SH   SOLE   33,763 0 3,057
WASTE CONNECTIONS INC COM 94106B101 4,094 55,135 SH   SOLE   50,786 0 4,349
VERISK ANALYTICS INC COM 92345Y106 2,953 27,078 SH   SOLE   24,781 0 2,297
FORTINET INC COM 34959E109 2,956 41,968 SH   SOLE   38,656 0 3,312
KAR AUCTION SVCS INC COM 48238T109 4,295 89,996 SH   SOLE   83,119 0 6,877
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 3,172 70,372 SH   SOLE   64,532 0 5,840
LPL FINL HLDGS INC COM 50212V100 3,412 55,860 SH   SOLE   51,718 0 4,142
TARGA RES CORP COM 87612G101 1,634 45,353 SH   SOLE   41,825 0 3,528
HCA HEALTHCARE INC COM 40412C101 2,530 20,329 SH   SOLE   18,765 0 1,564
MARATHON PETE CORP COM 56585A102 1,087 18,414 SH   SOLE   17,571 0 843
WORLDPAY INC CL A 981558109 3,102 40,584 SH   SOLE   37,207 0 3,377
PALO ALTO NETWORKS INC COM 697435105 2,697 14,321 SH   SOLE   13,161 0 1,160
BERRY GLOBAL GROUP INC COM 08579W103 2,264 47,639 SH   SOLE   43,113 0 4,526
ZOETIS INC CL A 98978V103 3,131 36,602 SH   SOLE   33,905 0 2,697
SABRE CORP COM 78573M104 2,600 120,133 SH   SOLE   111,105 0 9,028
T MOBILE US INC COM 872590104 2,652 41,697 SH   SOLE   38,440 0 3,257
IQVIA HLDGS INC COM 46266C105 4,021 34,610 SH   SOLE   31,888 0 2,722
CDW CORP COM 12514G108 5,998 74,000 SH   SOLE   68,446 0 5,554
HD SUPPLY HLDGS INC COM 40416M105 2,463 65,648 SH   SOLE   60,414 0 5,234
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 2,665 171,962 SH   SOLE   159,077 0 12,885
ARAMARK COM 03852U106 2,910 100,452 SH   SOLE   92,702 0 7,750
HILTON WORLDWIDE HLDGS INC COM 43300A203 2,587 36,028 SH   SOLE   33,024 0 3,004
IHS MARKIT LTD SHS G47567105 5,448 113,573 SH   SOLE   104,827 0 8,746
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 2,632 71,628 SH   SOLE   65,885 0 5,743
CATALENT INC COM 148806102 1,962 62,935 SH   SOLE   58,193 0 4,742
ELDORADO RESORTS INC COM 28470R102 2,813 77,698 SH   SOLE   71,886 0 5,812
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,515 40,520 SH   SOLE   37,235 0 3,285
STORE CAP CORP COM 862121100 2,531 89,399 SH   SOLE   81,863 0 7,536
GODADDY INC CL A 380237107 1,789 27,270 SH   SOLE   24,938 0 2,332
TRANSUNION COM 89400J107 4,892 86,119 SH   SOLE   79,443 0 6,676
PLANET FITNESS INC CL A 72703H101 2,136 39,844 SH   SOLE   36,812 0 3,032
MADISON SQUARE GARDEN CO NEW CL A 55825T103 2,234 8,347 SH   SOLE   7,698 0 649
FIRST DATA CORP NEW COM CL A 32008D106 1,637 96,818 SH   SOLE   88,758 0 8,060
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 4,849 131,112 SH   SOLE   120,234 0 10,878
CHARTER COMMUNICATIONS INC N CL A 16119P108 3,743 13,134 SH   SOLE   12,112 0 1,022
US FOODS HLDG CORP COM 912008109 2,524 79,769 SH   SOLE   73,586 0 6,183
FORTIVE CORP COM 34959J108 2,476 36,593 SH   SOLE   33,621 0 2,972
LAMB WESTON HLDGS INC COM 513272104 2,065 28,069 SH   SOLE   25,831 0 2,238
VICI PPTYS INC COM 925652109 2,447 130,301 SH   SOLE   119,206 0 11,095
NATIONAL VISION HLDGS INC COM 63845R107 2,360 83,767 SH   SOLE   77,217 0 6,550
DELL TECHNOLOGIES INC CL C 24703L202 1,241 25,401 SH   SOLE   23,273 0 2,129