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 3,606 18,876 SH   SOLE NA 18,876 0 0
AMERICAN EXPRESS CO COM 025816109 321 2,582 SH   SOLE NA 2,582 0 0
AMERICAN NATIONAL INSURANCE COM 028591105 1,290 10,965 SH   SOLE NA 10,965 0 0
AMGEN INC COM 031162100 14,606 60,589 SH   SOLE NA 60,589 0 0
AT&T INC COM 00206R102 4,549 116,398 SH   SOLE NA 116,398 0 0
BANK OF AMERICA CORP COM 060505104 330 9,372 SH   SOLE NA 9,372 0 0
BANKFINANCIAL CORP COM 06643P104 734 56,138 SH   SOLE NA 56,138 0 0
BAUSCH HEALTH COS INC COM 071734107 2,191 73,225 SH   SOLE NA 73,225 0 0
BERKSHIRE HATHAWAY INC CL B CL B 084670702 691 3,050 SH   SOLE NA 3,050 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 679 10,584 SH   SOLE NA 10,584 0 0
CARS.COM INC COM 14575E105 129 10,543 SH   SOLE NA 10,543 0 0
CHARTER COMMUNICATIONS INC-A CL A 16119P108 7,309 15,067 SH   SOLE NA 15,067 0 0
CME GROUP INC COM 12572Q105 533 2,654 SH   SOLE NA 2,654 0 0
COMCAST CORP-CLASS A CL A 20030N101 14,465 321,657 SH   SOLE NA 321,657 0 0
DELUXE CORP COM 248019101 1,328 26,597 SH   SOLE NA 26,597 0 0
DISH NETWORK CORP-A CL A 25470M109 3,208 90,437 SH   SOLE NA 90,437 0 0
EW SCRIPPS CO CL A 811054402 820 52,214 SH   SOLE NA 52,214 0 0
FIRST SAVINGS FINANCIAL GRP COM 33621E109 1,762 26,257 SH   SOLE NA 26,257 0 0
FULL HOUSE RESORTS INC COM 359678109 230 68,593 SH   SOLE NA 68,593 0 0
GARMIN LTD COM H2906T109 2,424 24,845 SH   SOLE NA 24,845 0 0
H&R BLOCK INC COM 093671105 1,481 63,070 SH   SOLE NA 63,070 0 0
HANOVER INSURANCE GROUP INC COM 410867105 1,778 13,009 SH   SOLE NA 13,009 0 0
HOMETRUST BANCSHARES INC COM 437872104 797 29,691 SH   SOLE NA 29,691 0 0
ICAHN ENTERPRISES LP COM 451100101 1,659 26,979 SH   SOLE NA 26,979 0 0
INNOSPEC INC COM 45768S105 2,419 23,388 SH   SOLE NA 23,388 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 641 6,926 SH   SOLE NA 6,926 0 0
INTERNATIONAL GAME TECHNOLOGY ADR G4863A108 152 10,187 SH   SOLE NA 10,187 0 0
INTL BUSINESS MACHINES CORP COM 459200101 1,250 9,329 SH   SOLE NA 9,329 0 0
JPMORGAN CHASE & CO COM 46625H100 897 6,438 SH   SOLE NA 6,438 0 0
LEE ENTERPRISES COM 523768109 56 39,325 SH   SOLE NA 39,325 0 0
M/I HOMES INC COM 55305B101 384 9,770 SH   SOLE NA 9,770 0 0
MASTERCARD INC - A CL A 57636Q104 1,602 5,368 SH   SOLE NA 5,368 0 0
MEDTRONIC PLC COM G5960L103 7,282 64,200 SH   SOLE NA 64,200 0 0
MERCANTILE BANK CORP COM 587376104 713 19,555 SH   SOLE NA 19,555 0 0
MERCK & CO. INC. COM 58933Y105 9,232 101,518 SH   SOLE NA 101,518 0 0
MEREDITH CORP COM 589433101 1,273 39,202 SH   SOLE NA 39,202 0 0
MICROSOFT CORP COM 594918104 3,459 21,935 SH   SOLE NA 21,935 0 0
MOODY'S CORP COM 615369105 16,012 67,452 SH   SOLE NA 67,452 0 0
NASDAQ INC COM 631103108 4,505 42,067 SH   SOLE NA 42,067 0 0
NATURES SUNSHINE PRODS INC COM 639027101 450 50,368 SH   SOLE NA 50,368 0 0
NOVARTIS AG-SPONSORED ADR ADR 66987V109 364 3,842 SH   SOLE NA 3,842 0 0
NOVO-NORDISK A/S-SPONS ADR ADR 670100205 2,877 49,705 SH   SOLE NA 49,705 0 0
PFIZER INC COM 717081103 6,564 167,572 SH   SOLE NA 167,572 0 0
PITNEY BOWES INC COM 724479100 102 25,341 SH   SOLE NA 25,341 0 0
POLARIS INC COM 731068102 4,735 46,556 SH   SOLE NA 46,556 0 0
S&P GLOBAL INC COM 78409V104 23,548 86,261 SH   SOLE NA 86,261 0 0
SCHOLASTIC CORP COM 807066105 545 14,183 SH   SOLE NA 14,183 0 0
SERVICE CORP INTERNATIONAL COM 817565104 643 13,961 SH   SOLE NA 13,961 0 0
SYNCHRONY FINANCIAL COM 87165B103 931 25,846 SH   SOLE NA 25,846 0 0
TEGNA INC COM 87901J105 529 31,698 SH   SOLE NA 31,698 0 0
TRICO BANCSHARES COM 896095106 357 8,737 SH   SOLE NA 8,737 0 0
ViacomCBS INC - CLASS B CL B 92556H206 3,540 84,343 SH   SOLE NA 84,343 0 0
VISA INC-CLASS A CL A 893247304 1,273 6,776 SH   SOLE NA 6,776 0 0
WALT DISNEY CO COM 254687106 16,415 113,535 SH   SOLE NA 113,535 0 0
WELLS FARGO & CO COM 949746101 1,460 27,151 SH   SOLE NA 27,151 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,743 18,324 SH   SOLE NA 18,324 0 0