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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 394 1,491 SH   SOLE   521 0 970
ISHARES TR CORE S&P SCP ETF 464287804 373 4,278 SH   SOLE   1,492 0 2,786
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 317 863 SH   SOLE   300 0 563
SPDR S&P 500 ETF TR TR UNIT 78462F103 452 1,554 SH   SOLE   544 0 1,010
ONEOK INC NEW COM 682680103 4,082 60,216 SH   SOLE   55,575 0 4,641
CONAGRA BRANDS INC COM 205887102 2,522 74,247 SH   SOLE   68,433 0 5,814
GRAINGER W W INC COM 384802104 2,666 7,459 SH   SOLE   6,864 0 595
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,417 33,942 SH   SOLE   31,334 0 2,608
GRAPHIC PACKAGING HLDG CO COM 388689101 2,149 153,393 SH   SOLE   141,123 0 12,270
BAXTER INTL INC COM 071813109 2,712 35,182 SH   SOLE   32,422 0 2,760
RAYMOND JAMES FINANCIAL INC COM 754730109 2,856 31,031 SH   SOLE   28,726 0 2,305
PROGRESSIVE CORP OHIO COM 743315103 4,985 70,173 SH   SOLE   64,265 0 5,908
FISERV INC COM 337738108 3,136 38,063 SH   SOLE   35,087 0 2,976
GLOBAL PMTS INC COM 37940X102 8,404 65,964 SH   SOLE   61,142 0 4,822
SIX FLAGS ENTMT CORP NEW COM 83001A102 3,619 51,838 SH   SOLE   47,810 0 4,028
CROWN CASTLE INTL CORP NEW COM 22822V101 2,741 24,622 SH   SOLE   22,706 0 1,916
INTUIT COM 461202103 3,721 16,365 SH   SOLE   15,109 0 1,256
MARRIOTT INTL INC NEW CL A 571903202 1,572 11,907 SH   SOLE   10,912 0 995
NORFOLK SOUTHERN CORP COM 655844108 2,332 12,920 SH   SOLE   11,868 0 1,052
CONSTELLATION BRANDS INC CL A 21036P108 2,921 13,547 SH   SOLE   12,631 0 916
SERVICE CORP INTL COM 817565104 5,760 130,310 SH   SOLE   121,066 0 9,244
DUKE REALTY CORP COM NEW 264411505 1,775 62,550 SH   SOLE   57,639 0 4,911
ENCOMPASS HEALTH CORP COM 29261A100 5,660 72,608 SH   SOLE   67,042 0 5,566
CITRIX SYS INC COM 177376100 3,485 31,347 SH   SOLE   28,922 0 2,425
ZIONS BANCORPORATION COM 989701107 2,464 49,134 SH   SOLE   45,294 0 3,840
EQUIFAX INC COM 294429105 2,333 17,871 SH   SOLE   16,431 0 1,440
NETAPP INC COM 64110D104 2,555 29,747 SH   SOLE   27,386 0 2,361
BROWN & BROWN INC COM 115236101 2,415 81,680 SH   SOLE   75,302 0 6,378
COTT CORP QUE COM 22163N106 2,318 143,519 SH   SOLE   131,783 0 11,736
RYMAN HOSPITALITY PPTYS INC COM 78377T107 3,497 40,581 SH   SOLE   37,527 0 3,054
NATIONAL OILWELL VARCO INC COM 637071101 1,751 40,648 SH   SOLE   37,389 0 3,259
OCCIDENTAL PETE CORP DEL COM 674599105 3,041 37,012 SH   SOLE   34,084 0 2,928
EDWARDS LIFESCIENCES CORP COM 28176E108 2,552 14,661 SH   SOLE   13,488 0 1,173
L3 TECHNOLOGIES INC COM 502413107 2,882 13,553 SH   SOLE   12,495 0 1,058
E TRADE FINANCIAL CORP COM NEW 269246401 2,910 55,551 SH   SOLE   51,325 0 4,226
HOLLYFRONTIER CORP COM 436106108 1,671 23,912 SH   SOLE   22,013 0 1,899
EOG RES INC COM 26875P101 3,128 24,519 SH   SOLE   22,578 0 1,941
NORTHROP GRUMMAN CORP COM 666807102 2,374 7,481 SH   SOLE   6,885 0 596
NETFLIX INC COM 64110L106 1,704 4,554 SH   SOLE   4,189 0 365
BOSTON SCIENTIFIC CORP COM 101137107 2,865 74,428 SH   SOLE   68,594 0 5,834
LABORATORY CORP AMER HLDGS COM NEW 50540R409 5,065 29,162 SH   SOLE   26,906 0 2,256
NORTHERN TR CORP COM 665859104 1,768 17,309 SH   SOLE   15,951 0 1,358
PTC INC COM 69370C100 3,473 32,705 SH   SOLE   30,150 0 2,555
SVB FINL GROUP COM 78486Q101 4,308 13,860 SH   SOLE   12,795 0 1,065
HARRIS CORP DEL COM 413875105 2,978 17,597 SH   SOLE   16,242 0 1,355
TD AMERITRADE HLDG CORP COM 87236Y108 3,052 57,770 SH   SOLE   53,335 0 4,435
FLIR SYS INC COM 302445101 3,354 54,556 SH   SOLE   50,289 0 4,267
UNITED RENTALS INC COM 911363109 2,200 13,447 SH   SOLE   12,367 0 1,080
COMERICA INC COM 200340107 2,509 27,817 SH   SOLE   25,648 0 2,169
FAIR ISAAC CORP COM 303250104 2,991 13,087 SH   SOLE   12,083 0 1,004
BOYD GAMING CORP COM 103304101 3,481 102,849 SH   SOLE   94,834 0 8,015
TCF FINL CORP COM 872275102 2,200 92,396 SH   SOLE   85,125 0 7,271
MOODYS CORP COM 615369105 2,955 17,672 SH   SOLE   16,296 0 1,376
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 6,543 115,128 SH   SOLE   107,127 0 8,001
BALL CORP COM 058498106 3,033 68,952 SH   SOLE   63,494 0 5,458
CINTAS CORP COM 172908105 2,988 15,105 SH   SOLE   13,959 0 1,146
WELLCARE HEALTH PLANS INC COM 94946T106 2,255 7,036 SH   SOLE   6,456 0 580
TELEFLEX INC COM 879369106 4,194 15,762 SH   SOLE   14,601 0 1,161
CBRE GROUP INC CL A 12504L109 3,453 78,309 SH   SOLE   72,559 0 5,750
DOMINOS PIZZA INC COM 25754A201 4,007 13,593 SH   SOLE   12,557 0 1,036
BRIGHT HORIZONS FAM SOL IN D COM 109194100 5,232 44,400 SH   SOLE   41,001 0 3,399
CHENIERE ENERGY INC COM NEW 16411R208 3,293 47,391 SH   SOLE   43,636 0 3,755
PERFORMANCE FOOD GROUP CO COM 71377A103 3,508 105,339 SH   SOLE   97,019 0 8,320
REPUBLIC SVCS INC COM 760759100 5,475 75,348 SH   SOLE   69,795 0 5,553
CHARLES RIV LABS INTL INC COM 159864107 4,851 36,055 SH   SOLE   33,275 0 2,780
TOTAL SYS SVCS INC COM 891906109 2,380 24,099 SH   SOLE   22,311 0 1,788
NASDAQ INC COM 631103108 4,521 52,697 SH   SOLE   48,665 0 4,032
MCCORMICK & CO INC COM NON VTG 579780206 3,240 24,589 SH   SOLE   22,661 0 1,928
COPART INC COM 217204106 3,643 70,706 SH   SOLE   65,280 0 5,426
CENTENE CORP DEL COM 15135B101 6,311 43,591 SH   SOLE   40,264 0 3,327
HEXCEL CORP NEW COM 428291108 2,583 38,528 SH   SOLE   35,478 0 3,050
ASGN INC COM 00191U102 2,995 37,948 SH   SOLE   35,030 0 2,918
NRG ENERGY INC COM NEW 629377508 2,817 75,321 SH   SOLE   69,159 0 6,162
LIVE NATION ENTERTAINMENT IN COM 538034109 2,914 53,503 SH   SOLE   49,502 0 4,001
HANOVER INS GROUP INC COM 410867105 2,394 19,403 SH   SOLE   17,894 0 1,509
CHURCHILL DOWNS INC COM 171484108 5,535 19,932 SH   SOLE   18,603 0 1,329
FIDELITY NATL INFORMATION SV COM 31620M106 8,189 75,082 SH   SOLE   70,053 0 5,029
RESMED INC COM 761152107 3,622 31,406 SH   SOLE   28,936 0 2,470
ROPER TECHNOLOGIES INC COM 776696106 4,052 13,681 SH   SOLE   12,632 0 1,049
POOL CORPORATION COM 73278L105 1,687 10,109 SH   SOLE   9,298 0 811
ZEBRA TECHNOLOGIES CORP CL A 989207105 2,875 16,257 SH   SOLE   14,987 0 1,270
HESS CORP COM 42809H107 2,506 35,004 SH   SOLE   32,267 0 2,737
BIO RAD LABS INC CL A 090572207 5,003 15,983 SH   SOLE   14,735 0 1,248
EQUINIX INC COM PAR $0.001 29444U700 3,724 8,603 SH   SOLE   7,938 0 665
VAIL RESORTS INC COM 91879Q109 2,376 8,657 SH   SOLE   7,979 0 678
WINTRUST FINL CORP COM 97650W108 1,517 17,854 SH   SOLE   16,443 0 1,411
APTARGROUP INC COM 038336103 2,937 27,257 SH   SOLE   25,109 0 2,148
GARTNER INC COM 366651107 3,904 24,630 SH   SOLE   22,696 0 1,934
TELEDYNE TECHNOLOGIES INC COM 879360105 3,521 14,273 SH   SOLE   13,194 0 1,079
TRANSDIGM GROUP INC COM 893641100 7,503 20,152 SH   SOLE   18,581 0 1,571
WESTERN ALLIANCE BANCORP COM 957638109 2,030 35,681 SH   SOLE   32,842 0 2,839
COSTAR GROUP INC COM 22160N109 2,278 5,414 SH   SOLE   4,973 0 441
BOK FINL CORP COM NEW 05561Q201 2,363 24,293 SH   SOLE   22,402 0 1,891
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,981 30,169 SH   SOLE   27,857 0 2,312
MSCI INC COM 55354G100 4,914 27,699 SH   SOLE   25,584 0 2,115
HILL ROM HLDGS INC COM 431475102 4,440 47,029 SH   SOLE   43,483 0 3,546
XPO LOGISTICS INC COM 983793100 4,507 39,476 SH   SOLE   36,528 0 2,948
WASTE CONNECTIONS INC COM 94106B101 4,824 60,474 SH   SOLE   56,501 0 3,973
VERISK ANALYTICS INC COM 92345Y106 5,436 45,093 SH   SOLE   41,656 0 3,437
FORTINET INC COM 34959E109 5,504 59,651 SH   SOLE   55,093 0 4,558
KAR AUCTION SVCS INC COM 48238T109 6,576 110,172 SH   SOLE   101,551 0 8,621
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 4,470 90,067 SH   SOLE   83,184 0 6,883
LPL FINL HLDGS INC COM 50212V100 6,066 94,027 SH   SOLE   87,013 0 7,014
TARGA RES CORP COM 87612G101 3,010 53,458 SH   SOLE   49,198 0 4,260
HCA HEALTHCARE INC COM 40412C101 6,237 44,831 SH   SOLE   41,356 0 3,475
WPX ENERGY INC COM 98212B103 2,632 130,837 SH   SOLE   120,443 0 10,394
WORLDPAY INC CL A 981558109 5,258 51,922 SH   SOLE   48,004 0 3,918
PALO ALTO NETWORKS INC COM 697435105 3,312 14,701 SH   SOLE   13,561 0 1,140
PBF ENERGY INC CL A 69318G106 1,795 35,963 SH   SOLE   33,154 0 2,809
ZOETIS INC CL A 98978V103 5,101 55,710 SH   SOLE   51,465 0 4,245
SABRE CORP COM 78573M104 3,591 137,683 SH   SOLE   127,046 0 10,637
IQVIA HLDGS INC COM 46266C105 2,376 18,316 SH   SOLE   16,856 0 1,460
CDW CORP COM 12514G108 8,683 97,644 SH   SOLE   90,369 0 7,275
HD SUPPLY HLDGS INC COM 40416M105 4,499 105,148 SH   SOLE   97,082 0 8,066
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 4,352 215,119 SH   SOLE   199,889 0 15,230
ARAMARK COM 03852U106 3,155 73,327 SH   SOLE   67,624 0 5,703
HILTON WORLDWIDE HLDGS INC COM 43300A203 3,690 45,682 SH   SOLE   42,141 0 3,541
GRUBHUB INC COM 400110102 2,529 18,244 SH   SOLE   16,828 0 1,416
IHS MARKIT LTD SHS G47567105 7,079 131,188 SH   SOLE   121,069 0 10,119
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 8,080 130,259 SH   SOLE   120,161 0 10,098
CATALENT INC COM 148806102 2,493 54,738 SH   SOLE   50,414 0 4,324
ELDORADO RESORTS INC COM 28470R102 5,907 121,539 SH   SOLE   112,536 0 9,003
ZAYO GROUP HLDGS INC COM 98919V105 3,647 105,028 SH   SOLE   96,914 0 8,114
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,385 35,980 SH   SOLE   33,023 0 2,957
STORE CAP CORP COM 862121100 2,258 81,251 SH   SOLE   74,902 0 6,349
GODADDY INC CL A 380237107 2,664 31,945 SH   SOLE   29,471 0 2,474
TRANSUNION COM 89400J107 8,563 116,378 SH   SOLE   108,798 0 7,580
PLANET FITNESS INC CL A 72703H101 3,546 65,623 SH   SOLE   59,875 0 5,748
MADISON SQUARE GARDEN CO NEW CL A 55825T103 2,379 7,546 SH   SOLE   6,949 0 597
SQUARE INC CL A 852234103 2,655 26,818 SH   SOLE   24,712 0 2,106
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 5,312 122,261 SH   SOLE   112,925 0 9,336
US FOODS HLDG CORP COM 912008109 3,385 109,831 SH   SOLE   101,265 0 8,566
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 2,190 29,065 SH   SOLE   26,814 0 2,251
FORTIVE CORP COM 34959J108 2,558 30,375 SH   SOLE   28,016 0 2,359
DELL TECHNOLOGIES INC COM CL V 24703L103 3,713 38,233 SH   SOLE   35,217 0 3,016
LAMB WESTON HLDGS INC COM 513272104 2,238 33,609 SH   SOLE   30,967 0 2,642
VICI PPTYS INC COM 925652109 2,050 94,838 SH   SOLE   87,013 0 7,825
NATIONAL VISION HLDGS INC COM 63845R107 1,705 37,782 SH   SOLE   34,721 0 3,061