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
8x8 Inc NEW COM 282914100 33 3,234 SH   SOLE   3,234 0 0
Adobe System COM 00724F101 17,895 190,781 SH   SOLE   190,781 0 0
Alphabet Cap Stk Cl A CLA 02079K305 12 16 SH   SOLE   16 0 0
Alphabet Cap Stk Cl C CLC 02079K107 16,399 22,014 SH   SOLE   22,014 0 0
American Express Co COM 025816109 12 200 SH   SOLE   200 0 0
AmerisourceBergen Corp COM 03073E105 16,668 192,584 SH   SOLE   192,584 0 0
Blackrock COM 09247X101 6,827 20,045 SH   SOLE   20,045 0 0
BlueLinx Hldgs Inc COM 09624H109 469 768,178 SH   SOLE   768,178 0 0
BMC Stk Hldgs Inc COM 05591B109 14,122 849,703 SH   SOLE   849,703 0 0
Broadsoft Inc COM 11133B409 2,689 66,639 SH   SOLE   66,639 0 0
CVS Health COM 126650100 27,183 262,052 SH   SOLE   262,052 0 0
Dollar General Corp NEW COM 256677105 13,018 152,079 SH   SOLE   152,079 0 0
Dollar Tree COM 256746108 13,152 159,490 SH   SOLE   159,490 0 0
ECHO Global Logistics Inc COM 27875T101 8,073 297,223 SH   SOLE   297,223 0 0
Ecolab Inc COM 278865100 11,866 106,401 SH   SOLE   106,401 0 0
Five Below Inc COM 33829M101 4,404 106,532 SH   SOLE   106,532 0 0
FoGo DE Chao Inc COM 344177100 148 9,498 SH   SOLE   9,498 0 0
General Mils Inc COM 370334104 2,724 43,000 SH   SOLE   43,000 0 0
HD Supply Hldgs Inc COM 40416M105 6,486 196,144 SH   SOLE   196,144 0 0
Home Depot Inc COM 437076102 9,001 67,461 SH   SOLE   67,461 0 0
Kellogg Co COM 487836108 1,577 20,600 SH   SOLE   20,600 0 0
Lawson Prods Inc COM 520776105 16,198 827,255 SH   SOLE   827,255 0 0
LKQ Corp COM 501889208 406 12,732 SH   SOLE   12,732 0 0
Lowes Cos COM 548661107 16,601 219,157 SH   SOLE   219,157 0 0
Mastercard Inc CLA 57636Q104 6,662 70,500 SH   SOLE   70,500 0 0
Maxpoint Interactive Inc COM 57777M102 5 3,000 SH   SOLE   3,000 0 0
McKesson Corp COM 58155Q103 22,158 140,912 SH   SOLE   140,912 0 0
Mednax Inc COM 58502B106 15,454 239,153 SH   SOLE   239,153 0 0
Microsoft Corp COM 594918104 3,590 65,000 SH   SOLE   65,000 0 0
Mondelez Intl CL A CLA 609207105 3,242 80,800 SH   SOLE   80,800 0 0
Oracle Corp COM 68389X105 2,287 55,900 SH   SOLE   55,900 0 0
PEPSICO Inc COM 713448108 2,972 29,000 SH   SOLE   29,000 0 0
Ply Gem Hldgs Inc COM 72941W100 4,180 297,525 SH   SOLE   297,525 0 0
Pool Corporation COM 73278L105 6,573 74,915 SH   SOLE   74,915 0 0
Proctor & Gamble Co COM 742718109 140 1,700 SH   SOLE   1,700 0 0
Rubicon Proj Inc COM 78112V102 12,099 661,882 SH   SOLE   661,882 0 0
Smucker J M Co COM 832696405 208 1,600 SH   SOLE   1,600 0 0
Starbucks Corp COM 855244109 1,612 27,000 SH   SOLE   27,000 0 0
United Natural Foods Inc COM 911163103 12,429 308,404 SH   SOLE   308,404 0 0
Visa Inc COM CLA 92826C839 3,855 50,400 SH   SOLE   50,400 0 0
Wal Mart Stores Inc COM 931142102 931 13,600 SH   SOLE   13,600 0 0
Watsco COM 942622200 8,750 64,941 SH   SOLE   64,941 0 0