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 1,919 5,938 SH   SOLE 0 1,792 0 4,146
ONEOK INC NEW COM 682680103 4,814 63,617 SH   SOLE 0 54,850 0 8,767
CONAGRA BRANDS INC COM 205887102 1,673 48,873 SH   SOLE 0 42,136 0 6,737
KEYCORP NEW COM 493267108 3,447 170,322 SH   SOLE 0 146,157 0 24,165
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,877 30,267 SH   SOLE 0 26,047 0 4,220
GRAPHIC PACKAGING HLDG CO COM 388689101 7,699 462,421 SH   SOLE 0 398,718 0 63,703
AMETEK INC NEW COM 031100100 2,952 29,597 SH   SOLE 0 25,488 0 4,109
WABTEC CORP COM 929740108 1,702 21,881 SH   SOLE 0 18,674 0 3,207
FISERV INC COM 337738108 5,652 48,880 SH   SOLE 0 42,146 0 6,734
GLOBAL PMTS INC COM 37940X102 5,822 31,893 SH   SOLE 0 27,499 0 4,394
CROWN CASTLE INTL CORP NEW COM 22822V101 3,682 25,904 SH   SOLE 0 22,342 0 3,562
ZIMMER BIOMET HLDGS INC COM 98956P102 3,981 26,596 SH   SOLE 0 22,931 0 3,665
CROWN HOLDINGS INC COM 228368106 5,555 76,576 SH   SOLE 0 65,916 0 10,660
CONSTELLATION BRANDS INC CL A 21036P108 4,380 23,084 SH   SOLE 0 19,869 0 3,215
SERVICE CORP INTL COM 817565104 6,259 135,982 SH   SOLE 0 117,080 0 18,902
AMERICAN WTR WKS CO INC NEW COM 030420103 2,564 20,869 SH   SOLE 0 17,963 0 2,906
ON SEMICONDUCTOR CORP COM 682189105 2,322 95,240 SH   SOLE 0 82,026 0 13,214
ECOLAB INC COM 278865100 3,086 15,989 SH   SOLE 0 13,774 0 2,215
BROWN & BROWN INC COM 115236101 4,211 106,673 SH   SOLE 0 91,846 0 14,827
RYMAN HOSPITALITY PPTYS INC COM 78377T107 3,022 34,867 SH   SOLE 0 30,061 0 4,806
VALERO ENERGY CORP NEW COM 91913Y100 2,413 25,771 SH   SOLE 0 22,184 0 3,587
LKQ CORP COM 501889208 5,900 165,273 SH   SOLE 0 142,183 0 23,090
MASCO CORP COM 574599106 2,118 44,142 SH   SOLE 0 37,929 0 6,213
L3HARRIS TECHNOLOGIES INC COM 502431109 5,606 28,334 SH   SOLE 0 24,391 0 3,943
FLIR SYS INC COM 302445101 3,548 68,145 SH   SOLE 0 58,519 0 9,626
GALLAGHER ARTHUR J & CO COM 363576109 3,524 37,010 SH   SOLE 0 31,810 0 5,200
BOYD GAMING CORP COM 103304101 1,750 58,443 SH   SOLE 0 49,813 0 8,630
FIRST HORIZON NATL CORP COM 320517105 2,231 134,745 SH   SOLE 0 115,515 0 19,230
CACI INTL INC CL A 127190304 4,486 17,944 SH   SOLE 0 15,471 0 2,473
COOPER COS INC COM NEW 216648402 4,088 12,725 SH   SOLE 0 10,962 0 1,763
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 8,582 139,771 SH   SOLE 0 120,520 0 19,251
BALL CORP COM 058498106 6,230 96,329 SH   SOLE 0 82,848 0 13,481
TELEFLEX INC COM 879369106 5,883 15,629 SH   SOLE 0 13,446 0 2,183
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 3,253 122,483 SH   SOLE 0 105,172 0 17,311
CBRE GROUP INC CL A 12504L109 4,259 69,482 SH   SOLE 0 59,866 0 9,616
DOMINOS PIZZA INC COM 25754A201 2,659 9,051 SH   SOLE 0 7,778 0 1,273
PERFORMANCE FOOD GROUP CO COM 71377A103 4,640 90,134 SH   SOLE 0 77,606 0 12,528
REPUBLIC SVCS INC COM 760759100 5,009 55,886 SH   SOLE 0 48,084 0 7,802
NASDAQ INC COM 631103108 3,770 35,201 SH   SOLE 0 30,293 0 4,908
HEXCEL CORP NEW COM 428291108 2,050 27,960 SH   SOLE 0 24,024 0 3,936
CHURCHILL DOWNS INC COM 171484108 5,937 43,274 SH   SOLE 0 37,311 0 5,963
FIDELITY NATL INFORMATION SV COM 31620M106 6,108 43,916 SH   SOLE 0 37,864 0 6,052
ENTEGRIS INC COM 29362U104 3,461 69,087 SH   SOLE 0 59,573 0 9,514
ROPER TECHNOLOGIES INC COM 776696106 4,836 13,653 SH   SOLE 0 11,775 0 1,878
ZEBRA TECHNOLOGIES CORP CL A 989207105 4,716 18,462 SH   SOLE 0 15,879 0 2,583
BIO RAD LABS INC CL A 090572207 5,799 15,673 SH   SOLE 0 13,495 0 2,178
EQUINIX INC COM 29444U700 4,022 6,891 SH   SOLE 0 5,940 0 951
VAIL RESORTS INC COM 91879Q109 2,361 9,843 SH   SOLE 0 8,461 0 1,382
TELEDYNE TECHNOLOGIES INC COM 879360105 3,057 8,822 SH   SOLE 0 7,597 0 1,225
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,460 19,911 SH   SOLE 0 17,139 0 2,772
ISHARES TR IBOXX HI YD ETF 464288513 2,139 24,321 SH   SOLE 0 9,279 0 15,042
NEXSTAR MEDIA GROUP INC CL A 65336K103 4,434 37,816 SH   SOLE 0 32,596 0 5,220
AECOM COM 00766T100 2,592 60,086 SH   SOLE 0 51,638 0 8,448
SPDR SERIES TRUST BLOOMBERG BRCLYS 78468R622 301 2,750 SH   SOLE 0 2,750 0 0
HILL ROM HLDGS INC COM 431475102 5,002 44,057 SH   SOLE 0 37,927 0 6,130
XPO LOGISTICS INC COM 983793100 2,262 28,377 SH   SOLE 0 24,410 0 3,967
VERISK ANALYTICS INC COM 92345Y106 2,949 19,750 SH   SOLE 0 17,007 0 2,743
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 270 3,333 SH   SOLE 0 3,333 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1,762 24,767 SH   SOLE 0 21,355 0 3,412
LPL FINL HLDGS INC COM 50212V100 3,754 40,699 SH   SOLE 0 35,058 0 5,641
TARGA RES CORP COM 87612G101 2,781 68,110 SH   SOLE 0 58,730 0 9,380
HCA HEALTHCARE INC COM 40412C101 4,049 27,395 SH   SOLE 0 23,624 0 3,771
DUNKIN BRANDS GROUP INC COM 265504100 1,628 21,549 SH   SOLE 0 18,559 0 2,990
XYLEM INC COM 98419M100 5,500 69,803 SH   SOLE 0 60,155 0 9,648
FLEETCOR TECHNOLOGIES INC COM 339041105 4,037 14,030 SH   SOLE 0 12,096 0 1,934
PALO ALTO NETWORKS INC COM 697435105 2,347 10,148 SH   SOLE 0 8,759 0 1,389
BERRY GLOBAL GROUP INC COM 08579W103 4,173 87,869 SH   SOLE 0 75,579 0 12,290
T MOBILE US INC COM 872590104 2,706 34,501 SH   SOLE 0 29,697 0 4,804
IQVIA HLDGS INC COM 46266C105 7,230 46,791 SH   SOLE 0 40,354 0 6,437
CDW CORP COM 12514G108 3,825 26,780 SH   SOLE 0 23,045 0 3,735
HD SUPPLY HLDGS INC COM 40416M105 3,696 91,903 SH   SOLE 0 78,910 0 12,993
ISHARES TR 0-5YR INVT GR CP 46434V100 1,243 24,344 SH   SOLE 0 9,545 0 14,799
ARAMARK COM 03852U106 5,306 122,260 SH   SOLE 0 105,256 0 17,004
ALLY FINL INC COM 02005N100 2,852 93,331 SH   SOLE 0 80,302 0 13,029
IHS MARKIT LTD SHS G47567105 6,413 85,116 SH   SOLE 0 73,283 0 11,833
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 5,015 129,714 SH   SOLE 0 111,659 0 18,055
CATALENT INC COM 148806102 2,918 51,829 SH   SOLE 0 44,650 0 7,179
CDK GLOBAL INC COM 12508E101 5,267 96,316 SH   SOLE 0 83,043 0 13,273
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,879 37,795 SH   SOLE 0 32,531 0 5,264
PRA HEALTH SCIENCES INC COM 69354M108 2,900 26,092 SH   SOLE 0 22,465 0 3,627
QORVO INC COM 74736K101 2,432 20,928 SH   SOLE 0 18,005 0 2,923
UNIVAR SOLUTIONS INC COM 91336L107 2,212 91,266 SH   SOLE 0 78,354 0 12,912
TRANSUNION COM 89400J107 7,214 84,269 SH   SOLE 0 72,463 0 11,806
WESTROCK CO COM 96145D105 4,880 113,718 SH   SOLE 0 97,819 0 15,899
PLANET FITNESS INC CL A 72703H101 3,775 50,552 SH   SOLE 0 43,549 0 7,003
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 6,387 132,673 SH   SOLE 0 114,425 0 18,248
CHARTER COMMUNICATIONS INC N CL A 16119P108 3,316 6,837 SH   SOLE 0 5,888 0 949
US FOODS HLDG CORP COM 912008109 6,556 156,503 SH   SOLE 0 134,718 0 21,785
FORTIVE CORP COM 34959J108 3,585 46,934 SH   SOLE 0 40,435 0 6,499
FLOOR & DECOR HLDGS INC CL A 339750101 1,995 39,266 SH   SOLE 0 33,572 0 5,694
AMERICOLD RLTY TR COM 03064D108 2,664 75,983 SH   SOLE 0 65,433 0 10,550
WYNDHAM HOTELS & RESORTS INC COM 98311A105 6,411 102,068 SH   SOLE 0 87,835 0 14,233
ELANCO ANIMAL HEALTH INC COM 28414H103 4,978 169,018 SH   SOLE 0 145,412 0 23,606
DELL TECHNOLOGIES INC CL C 24703L202 5,584 108,664 SH   SOLE 0 93,691 0 14,973
AVANTOR INC COM 05352A100 4,873 268,490 SH   SOLE 0 231,275 0 37,215
CHANGE HEALTHCARE INC COM 15912K100 4,908 299,452 SH   SOLE 0 258,185 0 41,267