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 2,645 18,065 SH   SOLE NA 18,065 0 0
AMERICAN EXPRESS CO COM 025816109 301 2,755 SH   SOLE NA 2,755 0 0
AMERICAN NATIONAL INSURANCE COM 028591105 1,367 11,315 SH   SOLE NA 11,315 0 0
AMGEN INC COM 031162100 11,664 61,395 SH   SOLE NA 61,395 0 0
AT&T INC COM 00206R102 3,743 119,341 SH   SOLE NA 119,341 0 0
BANK OF AMERICA CORP COM 060505104 259 9,378 SH   SOLE NA 9,378 0 0
BANKFINANCIAL CORP COM 06643P104 847 56,929 SH   SOLE NA 56,929 0 0
BAUSCH HEALTH COS INC COM 071734107 1,898 76,828 SH   SOLE NA 76,828 0 0
BERKSHIRE HATHAWAY INC-CL B CL B 084670702 633 3,150 SH   SOLE NA 3,150 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 500 10,470 SH   SOLE NA 10,470 0 0
CARS.COM INC COM 14575E105 245 10,746 SH   SOLE NA 10,746 0 0
CBS CORP-CLASS B NON VOTING CL B 124857202 2,656 55,875 SH   SOLE NA 55,875 0 0
CHARTER COMMUNICATIONS INC-A CL A 16119P108 5,363 15,460 SH   SOLE NA 15,460 0 0
CME GROUP INC COM 12572Q105 853 5,180 SH   SOLE NA 5,180 0 0
COMCAST CORP-CLASS A CL A 20030N101 13,446 336,325 SH   SOLE NA 336,325 0 0
DELUXE CORP COM 248019101 1,180 26,990 SH   SOLE NA 26,990 0 0
DISH NETWORK CORP-A CL A 25470M109 2,955 93,232 SH   SOLE NA 93,232 0 0
EW SCRIPPS CO CL A 811054402 1,118 53,260 SH   SOLE NA 53,260 0 0
FIRST SAVINGS FINANCIAL GRP COM 33621E109 1,431 26,467 SH   SOLE NA 26,467 0 0
FIRST SOLAR INC COM 336433107 240 4,550 SH   SOLE NA 4,550 0 0
FULL HOUSE RESORTS INC COM 359678109 174 86,235 SH   SOLE NA 86,235 0 0
GARMIN LTD COM H2906T109 2,577 29,845 SH   SOLE NA 29,845 0 0
H&R BLOCK INC COM 093671105 1,570 65,584 SH   SOLE NA 65,584 0 0
HANOVER INSURANCE GROUP INC COM 410867105 2,021 17,705 SH   SOLE NA 17,705 0 0
HOMETRUST BANCSHARES INC COM 437872104 827 32,799 SH   SOLE NA 32,799 0 0
ICAHN ENTERPRISES LP COM 451100101 1,985 27,342 SH   SOLE NA 27,342 0 0
INNOSPEC INC COM 45768S105 2,100 25,190 SH   SOLE NA 25,190 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 549 7,210 SH   SOLE NA 7,210 0 0
INTERNATIONAL GAME TECHNOLOGY COM G4863A108 135 10,404 SH   SOLE NA 10,404 0 0
INTL BUSINESS MACHINES CORP COM 459200101 1,557 11,036 SH   SOLE NA 11,036 0 0
JM SMUCKER CO COM 832696405 214 1,836 SH   SOLE NA 1,836 0 0
JP MORGAN CHASE & CO COM 46625H100 666 6,578 SH   SOLE NA 6,578 0 0
LEE ENTERPRISES COM 523768109 136 41,250 SH   SOLE NA 41,250 0 0
LHC GROUP INC COM 50187A107 574 5,181 SH   SOLE NA 5,181 0 0
M/I HOMES INC COM 55305B101 260 9,770 SH   SOLE NA 9,770 0 0
MASTERCARD INC - A CL A 57636Q104 1,398 5,940 SH   SOLE NA 5,940 0 0
MEDTRONIC PLC COM G5960L103 6,057 66,496 SH   SOLE NA 66,496 0 0
MERCANTILE BANK CORP COM 587376104 647 19,780 SH   SOLE NA 19,780 0 0
MERCK & CO INC COM 58933Y105 8,532 102,611 SH   SOLE NA 102,611 0 0
MEREDITH CORP COM 589433101 1,808 32,718 SH   SOLE NA 32,718 0 0
MICROSOFT CORP COM 594918104 3,710 31,455 SH   SOLE NA 31,455 0 0
MOODY'S CORP COM 615369105 13,719 75,775 SH   SOLE NA 75,775 0 0
NASDAQ INC COM 631103108 3,842 43,910 SH   SOLE NA 43,910 0 0
NATURES SUNSHINE PRODS INC COM 639027101 475 51,173 SH   SOLE NA 51,173 0 0
NOVARTIS AG ADR ADR 66987V109 370 3,850 SH   SOLE NA 3,850 0 0
NOVO-NORDISK ADR ADR 670100205 2,718 51,940 SH   SOLE NA 51,940 0 0
PFIZER INC COM 717081103 7,528 177,250 SH   SOLE NA 177,250 0 0
PITNEY BOWES INC COM 724479100 177 25,680 SH   SOLE NA 25,680 0 0
POLARIS INDUSTRIES INC COM 731068102 3,957 46,856 SH   SOLE NA 46,856 0 0
S&P GLOBAL INC COM 78409V104 21,118 100,279 SH   SOLE NA 100,279 0 0
SCHOLASTIC CORP COM 807066105 583 14,651 SH   SOLE NA 14,651 0 0
SERVICE CORP INTERNATIONAL COM 817565104 618 15,391 SH   SOLE NA 15,391 0 0
SYNCHRONY FINANCIAL COM 87165B103 962 30,170 SH   SOLE NA 30,170 0 0
TEGNA INC COM 87901J105 456 32,310 SH   SOLE NA 32,310 0 0
TRICO BANCSHARES COM 896095106 343 8,737 SH   SOLE NA 8,737 0 0
VIACOM INC-CLASS B CL B 92553P201 1,079 38,432 SH   SOLE NA 38,432 0 0
VISA INC-CL A CL A 893247304 1,190 7,621 SH   SOLE NA 7,621 0 0
WALT DISNEY CO COM 254687106 12,837 115,618 SH   SOLE NA 115,618 0 0
WELLS FARGO & CO COM 949746101 1,307 27,055 SH   SOLE NA 27,055 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,368 18,540 SH   SOLE NA 18,540 0 0