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
ALLERGAN PLC COM G0177J108 3,200 19,555 SH   SOLE NA 19,555 0 0
ALMOST FAMILY INC COM 020409108 492 8,888 SH   SOLE NA 8,888 0 0
AMERICAN EXPRESS CO COM 025816109 299 3,015 SH   SOLE NA 3,015 0 0
AMERICAN NATIONAL INSURANCE COM 028591105 1,495 11,660 SH   SOLE NA 11,660 0 0
AMGEN INC COM 031162100 11,532 66,313 SH   SOLE NA 66,313 0 0
ATRION CORPORATION COM 049904105 210 333 SH   SOLE NA 333 0 0
AVALON HOLDINGS CORP-A CL A 05343P109 26 13,221 SH   SOLE NA 13,221 0 0
BANK OF AMERICA CORP COM 060505104 292 9,903 SH   SOLE NA 9,903 0 0
BANKFINANCIAL CORP COM 06643P104 992 64,644 SH   SOLE NA 64,644 0 0
BERKSHIRE HATHAWAY INC CL B 084670702 695 3,500 SH   SOLE NA 3,500 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107 222 6,070 SH   SOLE NA 6,070 0 0
BRISTOL-MYERS SQUIBB CO CL B 110122108 697 11,370 SH   SOLE NA 11,370 0 0
CARS.COM INC COM 14575E105 314 10,879 SH   SOLE NA 10,879 0 0
CBS CORP CL B 124857202 3,458 58,610 SH   SOLE NA 58,610 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 5,809 17,292 SH   SOLE NA 17,292 0 0
CME GROUP INC COM 12572Q105 872 5,970 SH   SOLE NA 5,970 0 0
COMCAST CORP CL A 20030N101 14,588 364,068 SH   SOLE NA 364,068 0 0
DELUXE CORP COM 248019101 1,969 25,625 SH   SOLE NA 25,625 0 0
DISH NETWORK CORP CL A 25470M109 4,434 92,867 SH   SOLE NA 92,867 0 0
EW SCRIPPS CO CL A 811054402 882 56,401 SH   SOLE NA 56,401 0 0
FIRST SAVINGS FINANCIAL GRP COM 33621E109 1,689 29,617 SH   SOLE NA 29,617 0 0
FIRST SOLAR INC COM 336433107 205 3,035 SH   SOLE NA 3,035 0 0
FNB BANCORP COM 302515101 336 9,200 SH   SOLE NA 9,200 0 0
FULL HOUSE RESORTS INC COM 359678109 376 96,701 SH   SOLE NA 96,701 0 0
GARMIN LTD COM H2906T109 2,101 35,270 SH   SOLE NA 35,270 0 0
H and R BLOCK INC COM 093671105 1,523 58,095 SH   SOLE NA 58,095 0 0
HANOVER INSURANCE GROUP INC COM 410867105 2,469 22,845 SH   SOLE NA 22,845 0 0
HOMETRUST BANCSHARES INC COM 437872104 910 35,354 SH   SOLE NA 35,354 0 0
ICAHN ENTERPRISES LP COM 451100101 1,602 30,234 SH   SOLE NA 30,234 0 0
INNOSPEC INC COM 45768S105 1,843 26,106 SH   SOLE NA 26,106 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 585 8,290 SH   SOLE NA 8,290 0 0
INTERNATIONAL GAME TECHNOLOG COM G4863A108 292 11,026 SH   SOLE NA 11,026 0 0
INTL BUSINESS MACHINES CORP COM 459200101 1,283 8,359 SH   SOLE NA 8,359 0 0
JM SMUCKER CO COM 832696405 258 2,075 SH   SOLE NA 2,075 0 0
JPMORGAN CHASE and CO COM 46625H100 728 6,795 SH   SOLE NA 6,795 0 0
LEE ENTERPRISES COM 523768109 102 43,525 SH   SOLE NA 43,525 0 0
M/I HOMES INC COM 55305B101 364 10,570 SH   SOLE NA 10,570 0 0
MASTERCARD INC CL A 57636Q104 1,063 7,000 SH   SOLE NA 7,000 0 0
MEDTRONIC PLC COM G5960L103 5,627 69,660 SH   SOLE NA 69,660 0 0
MERCANTILE BANK CORP COM 587376104 765 21,630 SH   SOLE NA 21,630 0 0
MERCK and CO. INC COM 58933Y105 6,104 108,358 SH   SOLE NA 108,358 0 0
MEREDITH CORP COM 589433101 2,210 33,465 SH   SOLE NA 33,465 0 0
MICROSOFT CORP COM 594918104 3,984 46,548 SH   SOLE NA 46,548 0 0
MOODYS CORP COM 615369105 13,050 88,385 SH   SOLE NA 88,385 0 0
NASDAQ INC COM 631103108 3,886 50,569 SH   SOLE NA 50,569 0 0
NATURES SUNSHINE PRODS INC COM 639027101 615 53,273 SH   SOLE NA 53,273 0 0
NOVARTIS AG-SPONSORED ADR COM 66987V109 344 4,100 SH   SOLE NA 4,100 0 0
NOVO-NORDISK A/S-SPONS ADR ADR 670100205 2,788 51,940 SH   SOLE NA 51,940 0 0
PFIZER INC COM 717081103 7,632 210,550 SH   SOLE NA 210,550 0 0
PITNEY BOWES INC COM 724479100 308 27,520 SH   SOLE NA 27,520 0 0
POLARIS INDUSTRIES INC COM 731068102 5,976 48,201 SH   SOLE NA 48,201 0 0
S and P GLOBAL INC COM 78409V104 20,675 121,999 SH   SOLE NA 121,999 0 0
SCHOLASTIC CORP COM 807066105 613 15,281 SH   SOLE NA 15,281 0 0
SERVICE CORP INTERNATIONAL COM 817565104 841 22,530 SH   SOLE NA 22,530 0 0
SYNCHRONY FINANCIAL COM 87165B103 1,080 27,951 SH   SOLE NA 27,951 0 0
TEGNA INC COM 87901J105 461 32,715 SH   SOLE NA 32,715 0 0
TIME WARNER INC COM 887317303 8,046 87,853 SH   SOLE NA 87,853 0 0
VALEANT PHARMACEUTICALS INTE COM 91911K102 1,669 80,334 SH   SOLE NA 80,334 0 0
VIACOM INC CL B 92553P201 1,121 36,375 SH   SOLE NA 36,375 0 0
VISA INC CL A 92826C839 940 8,225 SH   SOLE NA 8,225 0 0
WALT DISNEY CO COM 254687106 12,952 120,160 SH   SOLE NA 120,160 0 0
WELLS FARGO and CO COM 949746101 1,733 28,520 SH   SOLE NA 28,520 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,373 19,665 SH   SOLE NA 19,665 0 0