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 751 2,898 SH   SOLE   1,062 0 1,836
SPDR S&P 500 ETF TR TR UNIT 78462F103 780 2,763 SH   SOLE   966 0 1,797
ONEOK INC NEW COM 682680103 5,023 71,918 SH   SOLE   67,241 0 4,677
GRAINGER W W INC COM 384802104 3,876 12,880 SH   SOLE   12,014 0 866
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,707 26,399 SH   SOLE   24,646 0 1,753
GRAPHIC PACKAGING HLDG CO COM 388689101 4,499 356,204 SH   SOLE   332,811 0 23,393
XCEL ENERGY INC COM 98389B100 5,192 92,374 SH   SOLE   86,342 0 6,032
GLOBAL PMTS INC COM 37940X102 4,634 33,943 SH   SOLE   31,665 0 2,278
CROWN CASTLE INTL CORP NEW COM 22822V101 3,952 30,874 SH   SOLE   28,769 0 2,105
ZIMMER BIOMET HLDGS INC COM 98956P102 2,763 21,636 SH   SOLE   20,225 0 1,411
NORFOLK SOUTHERN CORP COM 655844108 2,843 15,213 SH   SOLE   14,206 0 1,007
CROWN HOLDINGS INC COM 228368106 5,861 107,397 SH   SOLE   100,332 0 7,065
CONSTELLATION BRANDS INC CL A 21036P108 2,546 14,524 SH   SOLE   13,710 0 814
SERVICE CORP INTL COM 817565104 6,528 162,583 SH   SOLE   151,677 0 10,906
DUKE REALTY CORP COM NEW 264411505 3,262 106,669 SH   SOLE   98,505 0 8,164
ENCOMPASS HEALTH CORP COM 29261A100 2,982 51,069 SH   SOLE   47,745 0 3,324
CITRIX SYS INC COM 177376100 3,232 32,431 SH   SOLE   30,207 0 2,224
ECOLAB INC COM 278865100 3,458 19,589 SH   SOLE   18,295 0 1,294
VERISIGN INC COM 92343E102 1,743 9,601 SH   SOLE   8,920 0 681
BROWN & BROWN INC COM 115236101 3,318 112,452 SH   SOLE   104,930 0 7,522
COTT CORP QUE COM 22163N106 2,485 170,080 SH   SOLE   159,006 0 11,074
RYMAN HOSPITALITY PPTYS INC COM 78377T107 2,619 31,842 SH   SOLE   30,074 0 1,768
L3 TECHNOLOGIES INC COM 502413107 4,485 21,734 SH   SOLE   20,262 0 1,472
NORTHROP GRUMMAN CORP COM 666807102 2,445 9,068 SH   SOLE   8,444 0 624
BOSTON SCIENTIFIC CORP COM 101137107 2,459 64,063 SH   SOLE   59,785 0 4,278
PTC INC COM 69370C100 2,812 30,505 SH   SOLE   28,388 0 2,117
FLIR SYS INC COM 302445101 2,538 53,349 SH   SOLE   49,908 0 3,441
COOPER COS INC COM NEW 216648402 3,300 11,142 SH   SOLE   10,417 0 725
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 5,666 88,957 SH   SOLE   83,042 0 5,915
BALL CORP COM 058498106 4,758 82,240 SH   SOLE   76,789 0 5,451
CINTAS CORP COM 172908105 2,744 13,576 SH   SOLE   12,623 0 953
WELLCARE HEALTH PLANS INC COM 94946T106 2,613 9,686 SH   SOLE   9,034 0 652
TELEFLEX INC COM 879369106 5,416 17,924 SH   SOLE   16,740 0 1,184
CBRE GROUP INC CL A 12504L109 2,647 53,525 SH   SOLE   50,045 0 3,480
DOMINOS PIZZA INC COM 25754A201 3,977 15,409 SH   SOLE   14,379 0 1,030
BRIGHT HORIZONS FAM SOL IN D COM 109194100 2,858 22,481 SH   SOLE   20,921 0 1,560
CHENIERE ENERGY INC COM NEW 16411R208 3,639 53,234 SH   SOLE   49,759 0 3,475
PERFORMANCE FOOD GROUP CO COM 71377A103 3,723 93,908 SH   SOLE   87,630 0 6,278
REPUBLIC SVCS INC COM 760759100 5,595 69,612 SH   SOLE   65,029 0 4,583
CHARLES RIV LABS INTL INC COM 159864107 3,687 25,384 SH   SOLE   23,695 0 1,689
TOTAL SYS SVCS INC COM 891906109 3,676 38,690 SH   SOLE   36,161 0 2,529
NASDAQ INC COM 631103108 4,661 53,280 SH   SOLE   49,817 0 3,463
CENTENE CORP DEL COM 15135B101 2,740 51,600 SH   SOLE   48,258 0 3,342
NRG ENERGY INC COM NEW 629377508 3,308 77,871 SH   SOLE   72,746 0 5,125
LIVE NATION ENTERTAINMENT IN COM 538034109 2,026 31,886 SH   SOLE   29,786 0 2,100
CHURCHILL DOWNS INC COM 171484108 4,476 49,586 SH   SOLE   46,313 0 3,273
FIDELITY NATL INFORMATION SV COM 31620M106 6,475 57,251 SH   SOLE   53,590 0 3,661
ROPER TECHNOLOGIES INC COM 776696106 3,403 9,950 SH   SOLE   9,233 0 717
ZEBRA TECHNOLOGIES CORP CL A 989207105 3,021 14,418 SH   SOLE   13,473 0 945
BIO RAD LABS INC CL A 090572207 3,978 13,013 SH   SOLE   12,092 0 921
EQUINIX INC COM 29444U700 4,774 10,536 SH   SOLE   9,828 0 708
APTARGROUP INC COM 038336103 4,299 40,412 SH   SOLE   37,681 0 2,731
GARTNER INC COM 366651107 1,982 13,065 SH   SOLE   12,161 0 904
TELEDYNE TECHNOLOGIES INC COM 879360105 2,763 11,656 SH   SOLE   10,867 0 789
TRANSDIGM GROUP INC COM 893641100 2,813 6,196 SH   SOLE   5,798 0 398
COSTAR GROUP INC COM 22160N109 1,677 3,595 SH   SOLE   3,339 0 256
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,241 40,897 SH   SOLE   38,217 0 2,680
ISHARES TR IBOXX HI YD ETF 464288513 1,293 14,952 SH   SOLE   5,770 0 9,182
MSCI INC COM 55354G100 3,144 15,812 SH   SOLE   14,730 0 1,082
HILL ROM HLDGS INC COM 431475102 4,697 44,373 SH   SOLE   41,440 0 2,933
WASTE CONNECTIONS INC COM 94106B101 4,895 55,253 SH   SOLE   51,542 0 3,711
VERISK ANALYTICS INC COM 92345Y106 3,024 22,734 SH   SOLE   21,193 0 1,541
FORTINET INC COM 34959E109 2,269 27,017 SH   SOLE   25,114 0 1,903
KAR AUCTION SVCS INC COM 48238T109 4,509 87,873 SH   SOLE   82,785 0 5,088
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 2,982 51,298 SH   SOLE   47,928 0 3,370
LPL FINL HLDGS INC COM 50212V100 2,990 42,922 SH   SOLE   40,128 0 2,794
HCA HEALTHCARE INC COM 40412C101 3,451 26,466 SH   SOLE   24,748 0 1,718
PALO ALTO NETWORKS INC COM 697435105 2,318 9,542 SH   SOLE   8,873 0 669
BERRY GLOBAL GROUP INC COM 08579W103 1,853 34,393 SH   SOLE   32,179 0 2,214
ZOETIS INC CL A 98978V103 2,595 25,773 SH   SOLE   24,001 0 1,772
T MOBILE US INC COM 872590104 1,710 24,746 SH   SOLE   23,169 0 1,577
IQVIA HLDGS INC COM 46266C105 5,827 40,506 SH   SOLE   37,852 0 2,654
CDW CORP COM 12514G108 7,041 73,065 SH   SOLE   68,378 0 4,687
HD SUPPLY HLDGS INC COM 40416M105 4,333 99,952 SH   SOLE   93,455 0 6,497
ISHARES TR 0-5YR INVT GR CP 46434V100 1,110 22,005 SH   SOLE   9,302 0 12,703
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 3,107 173,119 SH   SOLE   161,866 0 11,253
ARAMARK COM 03852U106 4,401 148,932 SH   SOLE   139,250 0 9,682
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,694 20,380 SH   SOLE   18,834 0 1,546
IHS MARKIT LTD SHS G47567105 5,593 102,856 SH   SOLE   95,917 0 6,939
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 3,521 75,388 SH   SOLE   70,509 0 4,879
ELDORADO RESORTS INC COM 28470R102 4,098 87,761 SH   SOLE   81,962 0 5,799
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,842 44,063 SH   SOLE   41,201 0 2,862
STORE CAP CORP COM 862121100 4,833 144,268 SH   SOLE   134,887 0 9,381
TRANSUNION COM 89400J107 6,218 93,035 SH   SOLE   87,006 0 6,029
FIRST DATA CORP NEW COM CL A 32008D106 4,515 171,888 SH   SOLE   160,714 0 11,174
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 5,095 133,230 SH   SOLE   124,643 0 8,587
MGM GROWTH PPTYS LLC CL A COM 55303A105 2,625 81,397 SH   SOLE   76,099 0 5,298
CHARTER COMMUNICATIONS INC N CL A 16119P108 5,063 14,596 SH   SOLE   13,646 0 950
US FOODS HLDG CORP COM 912008109 4,500 128,899 SH   SOLE   120,520 0 8,379
FORTIVE CORP COM 34959J108 3,833 45,696 SH   SOLE   42,725 0 2,971
LAMB WESTON HLDGS INC COM 513272104 3,248 43,335 SH   SOLE   40,516 0 2,819
VICI PPTYS INC COM 925652109 4,469 204,266 SH   SOLE   190,743 0 13,523
WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,083 41,661 SH   SOLE   38,661 0 3,000
DELL TECHNOLOGIES INC CL C 24703L202 4,820 82,130 SH   SOLE   76,789 0 5,341