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
ALPS ETF TR ALERIAN MLP 00162Q866 421 37,518 SH   SOLE   37,518 0 0
CARDINAL HEALTH INC COM 14149Y108 12,908 192,891 SH   SOLE   192,891 0 0
CHUBB LIMITED COM H1467J104 13,437 94,263 SH   SOLE   94,263 0 0
COLFAX CORP COM 194014106 16,570 397,941 SH   SOLE   397,941 0 0
CONE MIDSTREAM PARTNERS LP COM UNIT REPST 206812109 13,697 864,712 SH   SOLE   864,712 0 0
DOWDUPONT INC COM 26078J100 13,863 200,249 SH   SOLE   200,249 0 0
F M C CORP COM NEW 302491303 12,994 145,493 SH   SOLE   145,493 0 0
GENERAL MTRS CO COM 37045V100 22,834 565,478 SH   SOLE   565,478 0 0
GOODRICH PETE CORP COM PAR 382410843 350 36,000 SH   SOLE   36,000 0 0
NETAPP INC COM 64110D104 24,533 560,615 SH   SOLE   560,615 0 0
ORTHOFIX INTL N V COM N6748L102 12,756 269,978 SH   SOLE   269,978 0 0
PFIZER INC COM 717081103 23,781 666,127 SH   SOLE   666,127 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 603 29,928 SH   SOLE   29,928 0 0
T MOBILE US INC COM 872590104 16,340 265,006 SH   SOLE   265,006 0 0
TRIPADVISOR INC COM 896945201 24,752 610,713 SH   SOLE   610,713 0 0