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
AARONS INC COM 002535300 289 4,600 SH   SOLE 0 4,600 0 0
AGCO COM 001084102 2,512 32,378 SH   SOLE 0 32,378 0 0
ALLEGION PLC COM COM G0176J109 279 2,500 SH   SOLE 0 2,500 0 0
AMERICAN EXPRESS CO COM 025816109 262 2,100 SH   SOLE 0 2,100 0 0
BOOZ ALLEN HAMILTON COM 099502106 260 3,900 SH   SOLE 0 3,900 0 0
BRINKS CO COM 109696104 261 3,200 SH   SOLE 0 3,200 0 0
PIMCO ETF TR ACTIVE ETF 72201R775 183 1,700 SH   SOLE 0 1,700 0 0
CATEPILLAR COM 149123101 3,119 71,027 SH   SOLE 0 71,027 0 0
PIMCO ETF TR INVT GR ETF 72201R817 188 1,750 SH   SOLE 0 1,750 0 0
CINTAS CORP COM 172908105 263 1,100 SH   SOLE 0 1,100 0 0
DEERE AND CO COM 244199105 2,500 15,088 SH   SOLE 0 15,088 0 0
DISCOVER FINL SVCS COM 254709108 259 3,300 SH   SOLE 0 3,300 0 0
COLUMBIA ETF TR I DI ETF 19761L508 96 4,700 SH   SOLE 0 4,700 0 0
DYCOM COM 267475101 3,126 44,942 SH   SOLE 0 44,942 0 0
NEW ORIENTAL ED T COM 647581107 285 2,900 SH   SOLE 0 2,900 0 0
FAIR ISAAC CORP COM COM 303250104 253 800 SH   SOLE 0 800 0 0
FISERV INC COM 337738108 268 2,900 SH   SOLE 0 2,900 0 0
FLUOR COM 343412102 2,658 78,881 SH   SOLE 0 78,881 0 0
FIRST TR EXCHANGE TR ETF 33739E108 2,894 149,400 SH   SOLE 0 149,400 0 0
GLOBAL PMTS INC COM COM 37940X102 260 1,600 SH   SOLE 0 1,600 0 0
GRANITE CONSTRUCTION COM 387328107 2,666 55,318 SH   SOLE 0 55,318 0 0
HERTZ GLOBAL HLDGS I COM 42806J106 255 16,300 SH   SOLE 0 16,300 0 0
VANECK VECT HIGH YLD ETF 92189H409 1,143 18,000 SH   SOLE 0 18,000 0 0
SPDR TRST NUVEEN SP ETF 78464A284 1,164 20,000 SH   SOLE 0 20,000 0 0
LEIDOS HLDGS INC COM COM 525327102 257 3,200 SH   SOLE 0 3,200 0 0
MASTERCARD INC CL A COM 57636Q104 267 1,000 SH   SOLE 0 1,000 0 0
MANPOWERGROUP INC COM 56418H100 272 2,800 SH   SOLE 0 2,800 0 0
ISHARES MBS ETF ETF 464288588 1,073 10,000 SH   SOLE 0 10,000 0 0
MOODYS CORP COM COM 615369105 278 1,400 SH   SOLE 0 1,400 0 0
ADVSHRS NEWFLEET MUL ETF 00768Y727 1,356 28,000 SH   SOLE 0 28,000 0 0
MANITOWOC COM 563571405 2,808 157,779 SH   SOLE 0 157,779 0 0
ISHARES NTNL MUNI BN ETF 464288414 2,255 20,000 SH   SOLE 0 20,000 0 0
PAYCHEX INC COM COM 704326107 242 2,900 SH   SOLE 0 2,900 0 0
ISHARES TRUST AAA ETF 46429B291 188 3,500 SH   SOLE 0 3,500 0 0
RYDER COM 783549108 276 4,800 SH   SOLE 0 4,800 0 0
ALPS RIVERFRONT STR ETF 00162Q783 174 7,000 SH   SOLE 0 7,000 0 0
SERVICE CORPORATION COM 817565104 260 5,600 SH   SOLE 0 5,600 0 0
SERVICEMASTER GLOBAL COM 81761R109 247 4,700 SH   SOLE 0 4,700 0 0
TAL EDUCATION GROUP COM 874080104 283 7,200 SH   SOLE 0 7,200 0 0
TEREX COM 880779103 5,399 137,983 SH   SOLE 0 137,983 0 0
ULTA BEAUTY INC COM COM 90384S303 272 800 SH   SOLE 0 800 0 0
UNITED RENTALS INC COM 911363109 282 2,100 SH   SOLE 0 2,100 0 0
VISA INC COM CL A COM 92826C839 261 1,500 SH   SOLE 0 1,500 0 0
INVESCO EXCHNG TRADE ETF 46138G870 750 30,000 SH   SOLE 0 30,000 0 0
WASTE MANAGEMENT INC COM 94106L109 254 2,200 SH   SOLE 0 2,200 0 0
WORLDPAY INC CL A COM 981558109 266 2,100 SH   SOLE 0 2,100 0 0