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
Adobe System COM 00724F101 11,216 119,400 SH   SOLE   119,400 0 0
Alphabet Cap Stk Cl C CLC 02079K107 14,505 19,114 SH   SOLE   19,114 0 0
American Express Co COM 025816109 737 10,600 SH   SOLE   10,600 0 0
AmerisourceBergen Corp COM 03073E105 10,641 102,607 SH   SOLE   102,607 0 0
Blackrock COM 09247X101 13,627 40,019 SH   SOLE   40,019 0 0
BlueLinx Hldgs Inc COM 09624H109 428 808,125 SH   SOLE   808,125 0 0
BMC Stk Hldgs Inc COM 05591B109 18,517 1,105,496 SH   SOLE   1,105,496 0 0
Coca Cola Co COM 191216100 601 14,000 SH   SOLE   14,000 0 0
CVS Health COM 126650100 29,452 301,242 SH   SOLE   301,242 0 0
Dollar General Corp NEW COM 256677105 11,767 163,728 SH   SOLE   163,728 0 0
Dollar Tree COM 256746108 12,887 166,890 SH   SOLE   166,890 0 0
ECHO Global Logistics Inc COM 27875T101 8,591 421,315 SH   SOLE   421,315 0 0
Ecolab Inc COM 278865100 10,526 92,024 SH   SOLE   92,024 0 0
Five Below Inc COM 33829M101 9,686 301,733 SH   SOLE   301,733 0 0
General Mils Inc COM 370334104 2,491 43,200 SH   SOLE   43,200 0 0
HD Supply Hldgs Inc COM 40416M105 7,915 263,578 SH   SOLE   263,578 0 0
Home Depot Inc COM 437076102 7,569 57,229 SH   SOLE   57,229 0 0
Kellogg Co COM 487836108 1,821 25,200 SH   SOLE   25,200 0 0
Lawson Prods Inc COM 520776105 18,634 798,026 SH   SOLE   798,026 0 0
LKQ Corp COM 501889208 12,562 423,945 SH   SOLE   423,945 0 0
Lowes Cos COM 548661107 2,307 30,336 SH   SOLE   30,336 0 0
Mastercard Inc CLA 57636Q104 8,061 82,800 SH   SOLE   82,800 0 0
McDonalds Corp COM 580135101 118 1,000 SH   SOLE   1,000 0 0
McKesson Corp COM 58155Q103 33,952 172,142 SH   SOLE   172,142 0 0
Mednax Inc COM 58502B106 12,702 177,253 SH   SOLE   177,253 0 0
Microsoft Corp COM 594918104 2,524 45,500 SH   SOLE   45,500 0 0
Mondelez Intl CL A CLA 609207105 1,919 42,800 SH   SOLE   42,800 0 0
National Oilwell Varco COM 637071101 3 100 SH   SOLE   100 0 0
Oracle Corp COM 68389X105 4,420 121,000 SH   SOLE   121,000 0 0
PEPSICO Inc COM 713448108 1,949 19,500 SH   SOLE   19,500 0 0
Ply Gem Hldgs Inc COM 72941W100 3,968 316,389 SH   SOLE   316,389 0 0
Pool Corporation COM 73278L105 9,613 118,998 SH   SOLE   118,998 0 0
Proctor & Gamble Co COM 742718109 683 8,600 SH   SOLE   8,600 0 0
Rubicon Proj Inc COM 78112V102 8,756 532,248 SH   SOLE   532,248 0 0
Smucker J M Co COM 832696405 2,516 20,400 SH   SOLE   20,400 0 0
Starbucks Corp COM 855244109 282 4,700 SH   SOLE   4,700 0 0
United Natural Foods Inc COM 911163103 13,264 336,989 SH   SOLE   336,989 0 0
Visa Inc COM CLA 92826C839 3,242 41,800 SH   SOLE   41,800 0 0
Wal Mart Stores Inc COM 931142102 987 16,100 SH   SOLE   16,100 0 0
Watsco COM 942622200 17,510 149,494 SH   SOLE   149,494 0 0
WESCO Int'l COM 95082P105 3,710 84,938 SH   SOLE   84,938 0 0