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
APPLE INC COM 037833100 635 5,614 SH   SOLE   5,614 0 0
AMC NETWORKS INC CL A 00164V103 3,343 64,462 SH   SOLE   64,462 0 0
ANTHEM INC COM 036752103 19,589 156,323 SH   SOLE   156,323 0 0
BEST BUY INC COM 086516101 1,333 34,913 SH   SOLE   34,913 0 0
BUCKLE INC COM 118440106 10,180 423,638 SH   SOLE   423,638 0 0
CA INC COM 12673P105 18,420 556,835 SH   SOLE   556,835 0 0
CAL MAINE FOODS INC COM NEW 128030202 4,735 122,870 SH   SOLE   122,870 0 0
CHEMED CORP NEW COM 16359R103 2,083 14,766 SH   SOLE   14,766 0 0
CISCO SYS INC COM 17275R102 5,542 174,717 SH   SOLE   174,717 0 0
CSG SYS INTL INC COM 126349109 4,314 104,374 SH   SOLE   104,374 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 1,817 67,479 SH   SOLE   67,479 0 0
DELUXE CORP COM 248019101 326 4,886 SH   SOLE   4,886 0 0
EMCOR GROUP INC COM 29084Q100 318 5,331 SH   SOLE   5,331 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 6,505 92,224 SH   SOLE   92,224 0 0
F5 NETWORKS INC COM 315616102 5,547 44,507 SH   SOLE   44,507 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 2,766 114,206 SH   SOLE   114,206 0 0
GENERAL DYNAMICS CORP COM 369550108 6,837 44,062 SH   SOLE   44,062 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 21,904 459,868 SH   SOLE   459,868 0 0
GILEAD SCIENCES INC COM 375558103 2,049 25,900 SH   SOLE   25,900 0 0
GAMESTOP CORP NEW CL A 36467W109 440 15,939 SH   SOLE   15,939 0 0
GLOBUS MED INC CL A 379577208 1,018 45,095 SH   SOLE   45,095 0 0
GENTEX CORP COM 371901109 2,407 137,076 SH   SOLE   137,076 0 0
ALPHABET INC CAP STK CL A 02079K305 1,348 1,677 SH   SOLE   1,677 0 0
GARMIN LTD SHS H2906T109 2,804 58,283 SH   SOLE   58,283 0 0
HERBALIFE LTD COM USD SHS G4412G101 1,526 24,621 SH   SOLE   24,621 0 0
BLOCK H & R INC COM 093671105 10,719 463,009 SH   SOLE   463,009 0 0
HUMANA INC COM 444859102 21,041 118,950 SH   SOLE   118,950 0 0
INTERDIGITAL INC COM 45867G101 29,528 372,826 SH   SOLE   372,826 0 0
INTERVAL LEISURE GROUP INC COM 46113M108 360 20,973 SH   SOLE   20,973 0 0
INTERPUBLIC GROUP COS INC COM 460690100 4,476 200,252 SH   SOLE   200,252 0 0
WILEY JOHN & SONS INC CL A 968223206 524 10,161 SH   SOLE   10,161 0 0
KORN FERRY INTL COM NEW 500643200 2,434 115,896 SH   SOLE   115,896 0 0
KLA-TENCOR CORP COM 482480100 601 8,624 SH   SOLE   8,624 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 3,687 78,795 SH   SOLE   78,795 0 0
L BRANDS INC COM 501797104 266 3,762 SH   SOLE   3,762 0 0
MCKESSON CORP COM 58155Q103 2,216 13,292 SH   SOLE   13,292 0 0
MEREDITH CORP COM 589433101 5,261 101,194 SH   SOLE   101,194 0 0
MSG NETWORK INC CL A 553573106 2,772 148,934 SH   SOLE   148,934 0 0
INSPERITY INC COM 45778Q107 1,722 23,706 SH   SOLE   23,706 0 0
NEUSTAR INC CL A 64126X201 3,679 138,370 SH   SOLE   138,370 0 0
ORACLE CORP COM 68389X105 7,831 199,369 SH   SOLE   199,369 0 0
PITNEY BOWES INC COM 724479100 2,429 133,738 SH   SOLE   133,738 0 0
POLARIS INDS INC COM 731068102 206 2,655 SH   SOLE   2,655 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 823 38,989 SH   SOLE   38,989 0 0
QUALCOMM INC COM 747525103 8,288 120,993 SH   SOLE   120,993 0 0
ROBERT HALF INTL INC COM 770323103 2,411 63,687 SH   SOLE   63,687 0 0
STARZ COM SER A 85571Q102 4,682 150,107 SH   SOLE   150,107 0 0
SMITH & WESSON HLDG CORP COM 831756101 3,154 118,611 SH   SOLE   118,611 0 0
SYMANTEC CORP COM 871503108 421 16,785 SH   SOLE   16,785 0 0
SYNTEL INC COM 87162H103 3,756 89,627 SH   SOLE   89,627 0 0
TARO PHARMACEUTICAL INDS LTD SHS M8737E108 16,468 149,014 SH   SOLE   149,014 0 0
TIVO CORP COM 88870P106 406 20,833 SH   SOLE   20,833 0 0
TESSERA TECHNOLOGIES INC COM 88164L100 3,575 93,001 SH   SOLE   93,001 0 0
TIME WARNER INC COM NEW 887317303 1,857 23,320 SH   SOLE   23,320 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,609 22,097 SH   SOLE   22,097 0 0
VMWARE INC CL A COM 928563402 8,881 121,075 SH   SOLE   121,075 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 3,445 29,424 SH   SOLE   29,424 0 0
WESTERN UN CO COM 959802109 1,926 92,510 SH   SOLE   92,510 0 0