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
ACTIVISION BLIZZARD INC COM 00507v109 469 9,926 SH   SOLE   9,926 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609w102 2,071 12,223 SH   SOLE   12,223 0 0
ALLIED MOTION TECHNOLOGIES I COM 019330109 1,420 37,471 SH   SOLE   37,471 0 0
ALPHABET INC CAP STK CL C 02079k107 1,807 1,672 SH   SOLE   1,672 0 0
AMAZON COM INC COM 023135106 1,666 880 SH   SOLE   880 0 0
AMERIS BANCORP COM 03076k108 230 5,861 SH   SOLE   5,861 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 272 5,013 SH   SOLE   5,013 0 0
ANTHEM INC COM 036752103 2,182 7,732 SH   SOLE   7,732 0 0
APPLE INC COM 037833100 1,187 5,995 SH   SOLE   5,995 0 0
BECTON DICKINSON & CO COM 075887109 2,588 10,269 SH   SOLE   10,269 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,360 11,070 SH   SOLE   11,070 0 0
BGC PARTNERS INC CL A 05541t101 158 30,206 SH   SOLE   30,206 0 0
BLACKROCK INC COM 09247x101 1,931 4,114 SH   SOLE   4,114 0 0
BOEING CO COM 097023105 2,439 6,699 SH   SOLE   6,699 0 0
BROADCOM INC COM 11135f101 2,264 7,864 SH   SOLE   7,864 0 0
CAE INC COM 124765108 225 8,385 SH   SOLE   8,385 0 0
CANADIAN NAT RES LTD COM 136385101 539 20,000 SH   SOLE   20,000 0 0
CAPRI HOLDINGS LIMITED SHS g1890l107 1,199 34,564 SH   SOLE   34,564 0 0
CATALENT INC COM 148806102 284 5,246 SH   SOLE   5,246 0 0
CDK GLOBAL INC COM 12508e101 4,492 90,857 SH   SOLE   90,857 0 0
CENTENE CORP DEL COM 15135b101 5,277 100,622 SH   SOLE   100,622 0 0
CERNER CORP COM 156782104 1,005 13,704 SH   SOLE   13,704 0 0
CHECK POINT SOFTWARE TECH LT ORD m22465104 2,259 19,541 SH   SOLE   19,541 0 0
CHILDRENS PL INC COM 168905107 244 2,557 SH   SOLE   2,557 0 0
CHOICE HOTELS INTL INC COM 169905106 1,843 21,186 SH   SOLE   21,186 0 0
CHURCHILL DOWNS INC COM 171484108 203 1,768 SH   SOLE   1,768 0 0
CITRIX SYS INC COM 177376100 2,334 23,785 SH   SOLE   23,785 0 0
CME GROUP INC COM 12572q105 5,764 29,692 SH   SOLE   29,692 0 0
COCA COLA CONSOLIDATED INC COM 191098102 395 1,321 SH   SOLE   1,321 0 0
COMMUNITY HEALTHCARE TR INC COM 20369c106 262 6,656 SH   SOLE   6,656 0 0
CONAGRA BRANDS INC COM 205887102 1,858 70,049 SH   SOLE   70,049 0 0
CONSTELLATION BRANDS INC CL A 21036p108 2,247 11,408 SH   SOLE   11,408 0 0
CURTISS WRIGHT CORP COM 231561101 262 2,057 SH   SOLE   2,057 0 0
DIGITAL RLTY TR INC COM 253868103 373 3,166 SH   SOLE   3,166 0 0
DOLLAR GEN CORP NEW COM 256677105 2,814 20,821 SH   SOLE   20,821 0 0
DXC TECHNOLOGY CO COM 23355l106 1,246 22,598 SH   SOLE   22,598 0 0
EBIX INC COM NEW 278715206 267 5,308 SH   SOLE   5,308 0 0
EOG RES INC COM 26875p101 1,164 12,491 SH   SOLE   12,491 0 0
EQUIFAX INC COM 294429105 2,028 14,994 SH   SOLE   14,994 0 0
EQUINIX INC COM 29444u700 3,817 7,570 SH   SOLE   7,570 0 0
FACEBOOK INC CL A 30303m102 2,391 12,388 SH   SOLE   12,388 0 0
FIFTH THIRD BANCORP COM 316773100 772 27,653 SH   SOLE   27,653 0 0
FIRST DATA CORP NEW COM CL A 32008d106 4,581 169,222 SH   SOLE   169,222 0 0
FLIR SYS INC COM 302445101 349 6,451 SH   SOLE   6,451 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 165 11,812 SH   SOLE   11,812 0 0
HARRIS CORP DEL COM 413875105 4,827 25,524 SH   SOLE   25,524 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 206 4,741 SH   SOLE   4,741 0 0
HOLOGIC INC COM 436440101 227 4,723 SH   SOLE   4,723 0 0
HOME BANCSHARES INC COM 436893200 267 13,874 SH   SOLE   13,874 0 0
HOME DEPOT INC COM 437076102 832 4,000 SH   SOLE   4,000 0 0
HUMANA INC COM 444859102 2,193 8,265 SH   SOLE   8,265 0 0
ICU MED INC COM 44930g107 223 885 SH   SOLE   885 0 0
IHS MARKIT LTD SHS g47567105 3,442 54,014 SH   SOLE   54,014 0 0
INFOSYS LTD SPONSORED ADR 456788108 342 32,000 SH   SOLE   32,000 0 0
INSULET CORP COM 45784p101 219 1,837 SH   SOLE   1,837 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 401 7,180 SH   SOLE   7,180 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866f104 5,314 61,831 SH   SOLE   61,831 0 0
INVESCO DB COMMDY INDX TRCK UNIT 46138b103 219 13,911 SH   SOLE   13,911 0 0
IQVIA HLDGS INC COM 46266c105 5,296 32,916 SH   SOLE   32,916 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 615 3,570 SH   SOLE   3,570 0 0
JACK IN THE BOX INC COM 466367109 273 3,351 SH   SOLE   3,351 0 0
JOHNSON & JOHNSON COM 478160104 223 1,600 SH   SOLE   0 0 1,600
KINGSTONE COS INC COM 496719105 154 17,807 SH   SOLE   17,807 0 0
KLX ENERGY SERVICS HOLDNGS I COM 48253l106 1,988 97,309 SH   SOLE   97,309 0 0
KORN FERRY COM NEW 500643200 291 7,250 SH   SOLE   7,250 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540r409 220 1,271 SH   SOLE   1,271 0 0
LAMB WESTON HLDGS INC COM 513272104 2,395 37,794 SH   SOLE   37,794 0 0
LEGACY TEX FINL GROUP INC COM 52471y106 251 6,170 SH   SOLE   6,170 0 0
LINCOLN NATL CORP IND COM 534187109 715 11,095 SH   SOLE   11,095 0 0
LOWES COS INC COM 548661107 1,233 12,223 SH   SOLE   12,223 0 0
MASTERCARD INC CL A 57636q104 4,165 15,746 SH   SOLE   15,746 0 0
MEDIFAST INC COM 58470h101 3,775 29,423 SH   SOLE   29,423 0 0
MICROSOFT CORP COM 594918104 375 2,800 SH   SOLE   2,800 0 0
MIDLAND STS BANCORP INC ILL COM 597742105 271 10,157 SH   SOLE   10,157 0 0
MOHAWK INDS INC COM 608190104 1,700 11,531 SH   SOLE   11,531 0 0
MOLINA HEALTHCARE INC COM 60855r100 421 2,940 SH   SOLE   2,940 0 0
MONSTER BEVERAGE CORP NEW COM 61174x109 3,192 50,007 SH   SOLE   50,007 0 0
MOODYS CORP COM 615369105 3,093 15,837 SH   SOLE   15,837 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,880 5,818 SH   SOLE   5,818 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103h107 1,842 4,988 SH   SOLE   4,988 0 0
PAYPAL HLDGS INC COM 70450y103 2,266 19,801 SH   SOLE   19,801 0 0
PREMIER INC CL A 74051n102 238 6,098 SH   SOLE   6,098 0 0
PRINCIPAL FINL GROUP INC COM 74251v102 290 5,000 SH   SOLE   5,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 5,407 67,641 SH   SOLE   67,641 0 0
ROYAL CARIBBEAN CRUISES LTD COM v7780t103 1,767 14,578 SH   SOLE   14,578 0 0
S&P GLOBAL INC COM 78409v104 3,541 15,546 SH   SOLE   15,546 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 429 7,619 SH   SOLE   7,619 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 284 3,281 SH   SOLE   3,281 0 0
SOUTHWEST AIRLS CO COM 844741108 1,334 26,266 SH   SOLE   26,266 0 0
SPDR DOW JONES INDL AVRG ETF UT SER 1 78467x109 688 2,588 SH   SOLE   2,588 0 0
SPDR S&P 500 ETF TR TR UNIT 78462f103 2,672 9,121 SH   SOLE   9,121 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467j100 3,408 59,150 SH   SOLE   59,150 0 0
SWITCH INC CL A 87105l104 237 18,133 SH   SOLE   18,133 0 0
SYNNEX CORP COM 87162w100 319 3,239 SH   SOLE   3,239 0 0
TABULA RASA HEALTHCARE INC COM 873379101 205 4,115 SH   SOLE   4,115 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 746 42,159 SH   SOLE   42,159 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,924 16,766 SH   SOLE   16,766 0 0
TJX COS INC NEW COM 872540109 1,667 31,517 SH   SOLE   31,517 0 0
TPI COMPOSITES INC COM 87266j104 2,625 106,174 SH   SOLE   106,174 0 0
TURNING PT BRANDS INC COM 90041l105 213 4,352 SH   SOLE   4,352 0 0
UNIFIRST CORP MASS COM 904708104 338 1,790 SH   SOLE   1,790 0 0
UNITED INS HLDGS CORP COM 910710102 155 10,846 SH   SOLE   10,846 0 0
VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 340 4,088 SH   SOLE   4,088 0 0
VANGUARD GROUP DIV APP ETF 921908844 238 2,070 SH   SOLE   2,070 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 354 4,051 SH   SOLE   4,051 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 371 1,380 SH   SOLE   1,380 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 566 11,091 SH   SOLE   11,091 0 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206c706 203 3,080 SH   SOLE   3,080 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206c102 551 9,050 SH   SOLE   9,050 0 0
VIRTU FINL INC CL A 928254101 3,993 183,341 SH   SOLE   183,341 0 0
VISA INC COM CL A 92826c839 2,267 13,060 SH   SOLE   13,060 0 0
WESTERN ALLIANCE BANCORP COM 957638109 300 6,704 SH   SOLE   6,704 0 0
WINTRUST FINL CORP COM 97650w108 218 2,973 SH   SOLE   2,973 0 0
WORLDPAY INC CL A 981558109 4,548 37,108 SH   SOLE   37,108 0 0