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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 770 2,898 SH   SOLE   1,062 0 1,836
ISHARES TR CORE S&P MCP ETF 464287507 494 2,544 SH   SOLE   947 0 1,597
SPDR S&P 500 ETF TR TR UNIT 78462F103 810 2,763 SH   SOLE   966 0 1,797
ONEOK INC NEW COM 682680103 6,680 97,082 SH   SOLE   90,330 0 6,752
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,638 27,816 SH   SOLE   25,888 0 1,928
GRAPHIC PACKAGING HLDG CO COM 388689101 5,671 405,664 SH   SOLE   377,640 0 28,024
ISHARES TR IBOXX INV CP ETF 464287242 519 4,175 SH   SOLE   1,555 0 2,620
XCEL ENERGY INC COM 98389B100 5,250 88,248 SH   SOLE   82,110 0 6,138
GLOBAL PMTS INC COM 37940X102 5,707 35,642 SH   SOLE   33,177 0 2,465
CROWN CASTLE INTL CORP NEW COM 22822V101 3,881 29,775 SH   SOLE   27,670 0 2,105
ZIMMER BIOMET HLDGS INC COM 98956P102 2,854 24,242 SH   SOLE   22,558 0 1,684
CROWN HOLDINGS INC COM 228368106 5,665 92,724 SH   SOLE   86,176 0 6,548
CONSTELLATION BRANDS INC CL A 21036P108 2,736 13,894 SH   SOLE   12,934 0 960
SERVICE CORP INTL COM 817565104 7,758 165,845 SH   SOLE   154,206 0 11,639
DUKE REALTY CORP COM NEW 264411505 3,441 108,848 SH   SOLE   100,411 0 8,437
ENCOMPASS HEALTH CORP COM 29261A100 2,998 47,319 SH   SOLE   43,995 0 3,324
ECOLAB INC COM 278865100 5,544 28,080 SH   SOLE   26,128 0 1,952
BROWN & BROWN INC COM 115236101 4,534 135,337 SH   SOLE   125,917 0 9,420
COTT CORP QUE COM 22163N106 2,616 195,962 SH   SOLE   182,621 0 13,341
RYMAN HOSPITALITY PPTYS INC COM 78377T107 2,453 30,252 SH   SOLE   28,484 0 1,768
L3 TECHNOLOGIES INC COM 502413107 5,626 22,948 SH   SOLE   21,361 0 1,587
PTC INC COM 69370C100 1,774 19,759 SH   SOLE   18,311 0 1,448
FLIR SYS INC COM 302445101 4,928 91,093 SH   SOLE   84,755 0 6,338
CACI INTL INC CL A 127190304 2,949 14,412 SH   SOLE   13,410 0 1,002
COOPER COS INC COM NEW 216648402 3,506 10,406 SH   SOLE   9,681 0 725
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 6,656 115,530 SH   SOLE   107,284 0 8,246
BALL CORP COM 058498106 4,473 63,903 SH   SOLE   59,460 0 4,443
CINTAS CORP COM 172908105 1,841 7,760 SH   SOLE   7,115 0 645
TELEFLEX INC COM 879369106 5,488 16,573 SH   SOLE   15,375 0 1,198
CBRE GROUP INC CL A 12504L109 3,908 76,172 SH   SOLE   70,898 0 5,274
DOMINOS PIZZA INC COM 25754A201 1,835 6,594 SH   SOLE   6,066 0 528
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,764 11,691 SH   SOLE   10,827 0 864
CHENIERE ENERGY INC COM NEW 16411R208 1,201 17,544 SH   SOLE   16,188 0 1,356
PERFORMANCE FOOD GROUP CO COM 71377A103 3,989 99,662 SH   SOLE   92,755 0 6,907
REPUBLIC SVCS INC COM 760759100 6,344 73,223 SH   SOLE   68,129 0 5,094
CHARLES RIV LABS INTL INC COM 159864107 3,432 24,188 SH   SOLE   22,499 0 1,689
NASDAQ INC COM 631103108 5,673 58,988 SH   SOLE   54,911 0 4,077
CENTENE CORP DEL COM 15135B101 1,694 32,301 SH   SOLE   30,047 0 2,254
NRG ENERGY INC COM NEW 629377508 2,625 74,756 SH   SOLE   69,631 0 5,125
LIVE NATION ENTERTAINMENT IN COM 538034109 2,355 35,554 SH   SOLE   33,079 0 2,475
CHURCHILL DOWNS INC COM 171484108 4,730 41,106 SH   SOLE   38,115 0 2,991
FIDELITY NATL INFORMATION SV COM 31620M106 6,945 56,611 SH   SOLE   52,600 0 4,011
ROPER TECHNOLOGIES INC COM 776696106 4,129 11,274 SH   SOLE   10,489 0 785
ZEBRA TECHNOLOGIES CORP CL A 989207105 4,280 20,431 SH   SOLE   19,010 0 1,421
BIO RAD LABS INC CL A 090572207 5,341 17,087 SH   SOLE   15,897 0 1,190
EQUINIX INC COM 29444U700 5,112 10,138 SH   SOLE   9,430 0 708
APTARGROUP INC COM 038336103 5,295 42,582 SH   SOLE   39,630 0 2,952
TELEDYNE TECHNOLOGIES INC COM 879360105 4,000 14,605 SH   SOLE   13,591 0 1,014
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,761 13,790 SH   SOLE   12,494 0 1,296
ISHARES TR IBOXX HI YD ETF 464288513 1,895 21,734 SH   SOLE   7,932 0 13,802
HILL ROM HLDGS INC COM 431475102 5,500 52,569 SH   SOLE   48,911 0 3,658
WASTE CONNECTIONS INC COM 94106B101 4,083 42,721 SH   SOLE   39,655 0 3,066
VERISK ANALYTICS INC COM 92345Y106 1,377 9,399 SH   SOLE   8,696 0 703
KAR AUCTION SVCS INC COM 48238T109 2,134 85,340 SH   SOLE   79,440 0 5,900
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1,821 27,500 SH   SOLE   25,468 0 2,032
LPL FINL HLDGS INC COM 50212V100 3,378 41,407 SH   SOLE   38,613 0 2,794
HCA HEALTHCARE INC COM 40412C101 3,442 25,467 SH   SOLE   23,749 0 1,718
XYLEM INC COM 98419M100 4,537 54,242 SH   SOLE   50,473 0 3,769
FLEETCOR TECHNOLOGIES INC COM 339041105 1,412 5,027 SH   SOLE   4,649 0 378
BERRY GLOBAL GROUP INC COM 08579W103 2,939 55,894 SH   SOLE   52,012 0 3,882
T MOBILE US INC COM 872590104 2,627 35,432 SH   SOLE   33,006 0 2,426
IQVIA HLDGS INC COM 46266C105 7,367 45,785 SH   SOLE   42,556 0 3,229
CDW CORP COM 12514G108 7,988 71,968 SH   SOLE   66,942 0 5,026
HD SUPPLY HLDGS INC COM 40416M105 4,454 110,569 SH   SOLE   102,899 0 7,670
ISHARES TR 0-5YR HI YL CP 46434V407 882 18,878 SH   SOLE   8,210 0 10,668
ISHARES TR 0-5YR INVT GR CP 46434V100 1,353 26,540 SH   SOLE   10,790 0 15,750
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 2,718 160,913 SH   SOLE   149,660 0 11,253
ARAMARK COM 03852U106 5,599 155,282 SH   SOLE   144,548 0 10,734
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,179 12,058 SH   SOLE   11,092 0 966
IHS MARKIT LTD SHS G47567105 6,927 108,714 SH   SOLE   101,060 0 7,654
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 3,632 69,721 SH   SOLE   64,868 0 4,853
ELDORADO RESORTS INC COM 28470R102 4,161 90,322 SH   SOLE   84,063 0 6,259
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,229 47,093 SH   SOLE   43,820 0 3,273
STORE CAP CORP COM 862121100 4,733 142,608 SH   SOLE   132,676 0 9,932
TRANSUNION COM 89400J107 7,348 99,953 SH   SOLE   92,884 0 7,069
PLANET FITNESS INC CL A 72703H101 1,221 16,853 SH   SOLE   15,718 0 1,135
FIRST DATA CORP NEW COM CL A 32008D106 5,524 204,052 SH   SOLE   189,879 0 14,173
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 3,818 100,522 SH   SOLE   93,599 0 6,923
MGM GROWTH PPTYS LLC CL A COM 55303A105 2,723 88,828 SH   SOLE   82,663 0 6,165
CHARTER COMMUNICATIONS INC N CL A 16119P108 3,301 8,354 SH   SOLE   7,698 0 656
US FOODS HLDG CORP COM 912008109 4,810 134,520 SH   SOLE   125,228 0 9,292
FORTIVE CORP COM 34959J108 4,895 60,051 SH   SOLE   55,876 0 4,175
VISTRA ENERGY CORP COM 92840M102 1,846 81,534 SH   SOLE   75,738 0 5,796
VICI PPTYS INC COM 925652109 5,769 261,745 SH   SOLE   243,474 0 18,271
AMERICOLD RLTY TR COM 03064D108 2,224 68,611 SH   SOLE   63,840 0 4,771
WYNDHAM HOTELS & RESORTS INC COM 98311A105 4,130 74,093 SH   SOLE   68,939 0 5,154
ELANCO ANIMAL HEALTH INC COM 28414H103 3,206 94,863 SH   SOLE   88,251 0 6,612
DELL TECHNOLOGIES INC CL C 24703L202 5,511 108,488 SH   SOLE   100,942 0 7,546
AVANTOR INC COM 05352A100 3,198 167,536 SH   SOLE   155,882 0 11,654
IAA INC COM 449253103 3,309 85,340 SH   SOLE   79,440 0 5,900
CHANGE HEALTHCARE INC COM 15912K100 3,285 225,000 SH   SOLE   209,300 0 15,700