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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON.COM Stock 023135106   9,350,431 90,526 SH   SOLE   90,526 0 0
GLOBAL PMTS INC COM Stock 37940X102   9,150,869 86,952 SH   SOLE   86,952 0 0
FLEETCOR TECHNOLOGIES INC COM Stock 339041105   10,198,815 48,370 SH   SOLE   48,370 0 0
LKQ CORP COM Stock 501889208   10,254,516 180,664 SH   SOLE   180,664 0 0
VANGUARD EXTENDED MARKET ETF ETF 922908652   253,902 1,811 SH   SOLE   1,811 0 0
ROYAL DUTCH SHELL PLC-ADR ADR 780259305   208,640 3,626 SH   SOLE   3,626 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   1,425,291 3,482 SH   SOLE   3,481 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104   222,770 613 SH   SOLE   613 0 0
ACI WORLDWIDE INC COM Stock 004498101   10,773,181 399,303 SH   SOLE   399,302 0 0
COGNIZANT TECH SOLUTIONS CORP Stock 192446102   10,753,951 176,497 SH   SOLE   176,496 0 0
VERIZON COMMUNICATIONS Stock 92343V104   8,526,307 219,242 SH   SOLE   219,241 0 0
PULTE GROUP INC COM Stock 745867101   12,698,386 217,886 SH   SOLE   217,885 0 0
SCHNEIDER NATIONAL INC CL B Stock 80689H102   11,234,100 419,966 SH   SOLE   419,966 0 0
BP PLC SPONSORED ADR ADR 055622104   511,317 13,477 SH   SOLE   13,477 0 0
SPDR PORTFOLIO S&P 400 MID CAP ETF ETF 78464A847   2,215,688 50,425 SH   SOLE   50,425 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   386,580 1,252 SH   SOLE   1,252 0 0
VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409   23,755,084 311,624 SH   SOLE   311,624 0 0
SENSATA TECHNOLOGIES HLDG PLC SHS Stock G8060N102   10,782,976 215,573 SH   SOLE   215,573 0 0
MICROSOFT Stock 594918104   352,879 1,224 SH   SOLE   1,224 0 0
SCHLUMBERGER LTD COM STK Stock 806857108   9,783,668 199,260 SH   SOLE   199,260 0 0
PROSPECT CAP CORP 6.375 03/01/2025 Convertible 74348TAT9   83,941 86,000 SH   SOLE   86,000 0 0
REVOLVE GROUP INC CL A Stock 76156B107   10,955,870 416,573 SH   SOLE   416,573 0 0
DESIGNER BRANDS INC CL A Stock 250565108   8,214,632 939,889 SH   SOLE   939,889 0 0
VISA INC COM CL A Stock 92826C839   233,802 1,037 SH   SOLE   1,037 0 0
PHILLIPS 66 Stock 718546104   386,562 3,813 SH   SOLE   3,813 0 0
SPROUTS FMRS MKT INC COM Stock 85208M102   11,413,545 325,822 SH   SOLE   325,822 0 0
INGREDION INC COM Stock 457187102   11,091,571 109,029 SH   SOLE   109,029 0 0
NVIDIA CORPORATION COM Stock 67066G104   6,622,898 23,843 SH   SOLE   23,843 0 0
WESTERN DIGITAL CORP. COM Stock 958102105   10,417,375 276,543 SH   SOLE   276,543 0 0
PTC INC COM Stock 69370C100   11,485,625 89,571 SH   SOLE   89,570 0 0
ABM INDS INC COM Stock 000957100   10,317,980 229,595 SH   SOLE   229,594 0 0
INDEPENDENT BANK GROUP INC COM Stock 45384B106   251,032 5,416 SH   SOLE   5,416 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602   237,587 930 SH   SOLE   930 0 0
SPDR S&P REGIONAL BANKING ETF ETF 78464A698   10,616,320 242,050 SH   SOLE   242,050 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A Stock 72651A207   11,317,466 862,612 SH   SOLE   862,611 0 0
SPDR PORTFOLIO S&P 600 SMALL CAP ETF ETF 78468R853   2,313,691 61,257 SH   SOLE   61,257 0 0
ESSENT GROUP LTD Stock G3198U102   9,941,544 248,228 SH   SOLE   248,228 0 0
ISHARES S&P 500 INDEX ETF 464287200   219,928 535 SH   SOLE   535 0 0
IDEXX LABS INC COM Stock 45168D104   211,034 422 SH   SOLE   422 0 0
CONOCOPHILLIPS COM Stock 20825C104   487,419 4,913 SH   SOLE   4,913 0 0
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF ETF 78464A805   589,452 11,689 SH   SOLE   11,688 0 0
PFIZER INC COM Stock 717081103   9,583,186 234,882 SH   SOLE   234,882 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   9,388,288 90,272 SH   SOLE   90,272 0 0
TYSON FOODS INC CL A Stock 902494103   9,721,504 163,882 SH   SOLE   163,882 0 0
CANADIAN NATIONAL RAILWAY CO Stock 136375102   235,704 1,998 SH   SOLE   1,998 0 0
SPDR PORTFOLIO S&P 500 ETF ETF 78464A854   3,467,694 72,019 SH   SOLE   72,018 0 0
NATIONAL RETAIL PROPERTIES INC COM REIT 637417106   10,081,919 228,356 SH   SOLE   228,356 0 0
EXXON MOBIL CORP Stock 30231G102   1,888,013 17,217 SH   SOLE   17,216 0 0
PATTERSON COS INC COM Stock 703395103   9,377,396 350,295 SH   SOLE   350,294 0 0
SCHWAB CHARLES CORP COM Stock 808513105   9,525,303 181,850 SH   SOLE   181,850 0 0
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 78463X889   20,904,777 650,834 SH   SOLE   650,833 0 0