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
ALPHABET INC CAP STK CL C 02079K107 1,151 1,517 SH   SOLE   1,517 0 0
APPLE INC COM 037833100 2,412 22,915 SH   SOLE   22,915 0 0
AUTODESK INC COM 052769106 1,579 25,915 SH   SOLE   25,915 0 0
CARTER INC COM 146229109 598 6,722 SH   SOLE   6,722 0 0
COLGATE PALMOLIVE CO COM 194162103 1,203 18,065 SH   SOLE   18,065 0 0
DISH NETWORK CORP CL A 25470M109 1,775 31,037 SH   SOLE   31,037 0 0
EATON CORP PLC SHS G29183103 1,075 20,655 SH   SOLE   20,655 0 0
EDGEWELL PERS CARE CO COM 28035Q102 1,218 15,540 SH   SOLE   15,540 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 836 24,535 SH   SOLE   24,535 0 0
FACEBOOK INC CL A 30303M102 1,479 14,136 SH   SOLE   14,136 0 0
FEDEX CORP COM 31428X106 1,772 11,891 SH   SOLE   11,891 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 599 46,706 SH   SOLE   46,706 0 0
HOME DEPOT INC COM 437076102 3,214 24,304 SH   SOLE   24,304 0 0
HONEYWELL INTL INC COM 438516106 630 6,083 SH   SOLE   6,083 0 0
IMPAX LABORATORIES INC COM 45256B101 2,557 59,805 SH   SOLE   59,805 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 1,152 26,415 SH   SOLE   26,415 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,114 14,917 SH   SOLE   14,917 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 2,732 45,547 SH   SOLE   45,547 0 0
LENNAR CORP CL A 526057104 1,231 25,167 SH   SOLE   25,167 0 0
LOCKHEED MARTIN CORP COM 539830109 3,193 14,704 SH   SOLE   14,704 0 0
LOWES COS INC COM 548661107 1,523 20,034 SH   SOLE   20,034 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,422 17,731 SH   SOLE   17,731 0 0
MASONITE INTL CORP NEW COM 575385109 1,442 23,549 SH   SOLE   23,549 0 0
MASTERCARD INC CL A 57636Q104 2,020 20,751 SH   SOLE   20,751 0 0
MOHAWK INDS INC COM 608190104 1,503 7,934 SH   SOLE   7,934 0 0
MONDELEZ INTL INC CL A 609207105 671 14,971 SH   SOLE   14,971 0 0
MOSAIC CO NEW COM 61945C103 1,487 53,913 SH   SOLE   53,913 0 0
PACCAR INC COM 693718108 1,606 33,882 SH   SOLE   33,882 0 0
PHILIP MORRIS INTL INC COM 718172109 1,403 15,959 SH   SOLE   15,959 0 0
POST HLDGS INC COM 737446104 2,251 36,486 SH   SOLE   36,486 0 0
SHERWIN WILLIAMS CO COM 824348106 2,195 8,457 SH   SOLE   8,457 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,856 37,061 SH   SOLE   37,061 0 0
T MOBILE US INC COM 872590104 821 20,994 SH   SOLE   20,994 0 0
TESORO CORP COM 881609101 1,452 13,779 SH   SOLE   13,779 0 0
UNILEVER N V N Y SHS NEW 904784709 1,588 36,648 SH   SOLE   36,648 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,574 16,358 SH   SOLE   16,358 0 0
VERISK ANALYTICS INC COM 92345Y106 746 9,703 SH   SOLE   9,703 0 0
VISA INC COM CL A 92826C839 1,630 21,019 SH   SOLE   21,019 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,618 30,746 SH   SOLE   30,746 0 0
WEYERHAEUSER CO COM 962166104 1,486 49,562 SH   SOLE   49,562 0 0
WHIRLPOOL CORP COM 963320106 923 6,286 SH   SOLE   6,286 0 0
YAHOO INC COM 984332106 2,855 85,845 SH   SOLE   85,845 0 0
ZOETIS INC CL A 98978V103 1,151 24,012 SH   SOLE   24,012 0 0