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
ISHARES TR CORE S&P500 ETF 464287200 1,787 5,987 SH   SOLE   2,177 0 3,810
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,667 5,617 SH   SOLE   1,943 0 3,674
ONEOK INC NEW COM 682680103 4,589 62,276 SH   SOLE   56,729 0 5,547
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,585 26,907 SH   SOLE   24,550 0 2,357
GRAPHIC PACKAGING HLDG CO COM 388689101 6,603 447,637 SH   SOLE   407,356 0 40,281
FISERV INC COM 337738108 4,912 47,413 SH   SOLE   43,159 0 4,254
GLOBAL PMTS INC COM 37940X102 4,673 29,392 SH   SOLE   26,744 0 2,648
SIX FLAGS ENTMT CORP NEW COM 83001A102 1,690 33,284 SH   SOLE   30,297 0 2,987
CROWN CASTLE INTL CORP NEW COM 22822V101 3,507 25,227 SH   SOLE   22,965 0 2,262
ZIMMER BIOMET HLDGS INC COM 98956P102 3,600 26,224 SH   SOLE   23,899 0 2,325
CROWN HOLDINGS INC COM 228368106 6,602 99,940 SH   SOLE   91,027 0 8,913
CONSTELLATION BRANDS INC CL A 21036P108 3,868 18,662 SH   SOLE   16,982 0 1,680
SERVICE CORP INTL COM 817565104 5,366 112,243 SH   SOLE   102,172 0 10,071
AMERICAN WTR WKS CO INC NEW COM 030420103 2,478 19,949 SH   SOLE   18,101 0 1,848
DUKE REALTY CORP COM NEW 264411505 2,506 73,783 SH   SOLE   67,141 0 6,642
ECOLAB INC COM 278865100 4,404 22,238 SH   SOLE   20,242 0 1,996
BROWN & BROWN INC COM 115236101 4,761 132,025 SH   SOLE   120,198 0 11,827
RYMAN HOSPITALITY PPTYS INC COM 78377T107 2,810 34,344 SH   SOLE   31,279 0 3,065
VALERO ENERGY CORP NEW COM 91913Y100 2,160 25,345 SH   SOLE   23,071 0 2,274
LKQ CORP COM 501889208 4,551 144,695 SH   SOLE   131,682 0 13,013
SVB FINL GROUP COM 78486Q101 2,194 10,502 SH   SOLE   9,559 0 943
L3HARRIS TECHNOLOGIES INC COM 502431109 4,362 20,905 SH   SOLE   19,025 0 1,880
TD AMERITRADE HLDG CORP COM 87236Y108 2,018 43,221 SH   SOLE   39,344 0 3,877
FLIR SYS INC COM 302445101 4,672 88,846 SH   SOLE   80,889 0 7,957
CACI INTL INC CL A 127190304 4,012 17,350 SH   SOLE   15,783 0 1,567
COOPER COS INC COM NEW 216648402 3,589 12,084 SH   SOLE   10,971 0 1,113
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 7,013 135,995 SH   SOLE   123,850 0 12,145
BALL CORP COM 058498106 3,354 46,071 SH   SOLE   41,963 0 4,108
TELEFLEX INC COM 879369106 6,075 17,881 SH   SOLE   16,286 0 1,595
CBRE GROUP INC CL A 12504L109 2,757 52,010 SH   SOLE   47,376 0 4,634
DOMINOS PIZZA INC COM 25754A201 3,413 13,952 SH   SOLE   12,693 0 1,259
PERFORMANCE FOOD GROUP CO COM 71377A103 4,439 96,483 SH   SOLE   87,843 0 8,640
REPUBLIC SVCS INC COM 760759100 5,620 64,928 SH   SOLE   59,103 0 5,825
CHARLES RIV LABS INTL INC COM 159864107 3,665 27,691 SH   SOLE   25,164 0 2,527
AMERIPRISE FINL INC COM 03076C106 2,139 14,543 SH   SOLE   13,237 0 1,306
NASDAQ INC COM 631103108 3,497 35,197 SH   SOLE   32,039 0 3,158
JONES LANG LASALLE INC COM 48020Q107 1,685 12,120 SH   SOLE   11,032 0 1,088
LIVE NATION ENTERTAINMENT IN COM 538034109 2,295 34,602 SH   SOLE   31,502 0 3,100
CHURCHILL DOWNS INC COM 171484108 5,182 41,976 SH   SOLE   38,193 0 3,783
FIDELITY NATL INFORMATION SV COM 31620M106 5,659 42,627 SH   SOLE   38,803 0 3,824
ENTEGRIS INC COM 29362U104 3,161 67,167 SH   SOLE   61,142 0 6,025
ROPER TECHNOLOGIES INC COM 776696106 4,396 12,328 SH   SOLE   11,233 0 1,095
ZEBRA TECHNOLOGIES CORP CL A 989207105 5,349 25,919 SH   SOLE   23,586 0 2,333
BIO RAD LABS INC CL A 090572207 5,599 16,827 SH   SOLE   15,327 0 1,500
CASELLA WASTE SYS INC CL A 147448104 1,681 39,149 SH   SOLE   35,628 0 3,521
EQUINIX INC COM 29444U700 3,892 6,747 SH   SOLE   6,141 0 606
VAIL RESORTS INC COM 91879Q109 1,648 7,241 SH   SOLE   6,592 0 649
TELEDYNE TECHNOLOGIES INC COM 879360105 4,558 14,155 SH   SOLE   12,914 0 1,241
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,444 19,645 SH   SOLE   17,893 0 1,752
ISHARES TR IBOXX HI YD ETF 464288513 2,455 28,167 SH   SOLE   10,133 0 18,034
NEXSTAR MEDIA GROUP INC CL A 65336K103 3,180 31,080 SH   SOLE   28,207 0 2,873
SPDR SERIES TRUST BLOOMBERG BRCLYS 78468R622 1,521 13,983 SH   SOLE   5,211 0 8,772
CONTINENTAL RESOURCES INC COM 212015101 1,455 47,250 SH   SOLE   43,003 0 4,247
HILL ROM HLDGS INC COM 431475102 5,676 53,938 SH   SOLE   49,127 0 4,811
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1,492 18,411 SH   SOLE   6,888 0 11,523
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1,711 24,091 SH   SOLE   21,921 0 2,170
LPL FINL HLDGS INC COM 50212V100 4,701 57,399 SH   SOLE   52,280 0 5,119
TARGA RES CORP COM 87612G101 2,659 66,182 SH   SOLE   60,232 0 5,950
HCA HEALTHCARE INC COM 40412C101 2,996 24,883 SH   SOLE   22,746 0 2,137
XYLEM INC COM 98419M100 5,090 63,929 SH   SOLE   58,230 0 5,699
FLEETCOR TECHNOLOGIES INC COM 339041105 3,012 10,504 SH   SOLE   9,567 0 937
PALO ALTO NETWORKS INC COM 697435105 2,011 9,866 SH   SOLE   8,980 0 886
BERRY GLOBAL GROUP INC COM 08579W103 2,811 71,578 SH   SOLE   65,197 0 6,381
DIAMONDBACK ENERGY INC COM 25278X109 1,506 16,755 SH   SOLE   15,249 0 1,506
T MOBILE US INC COM 872590104 2,676 33,972 SH   SOLE   30,935 0 3,037
IQVIA HLDGS INC COM 46266C105 6,622 44,332 SH   SOLE   40,304 0 4,028
CDW CORP COM 12514G108 7,791 63,218 SH   SOLE   57,613 0 5,605
HD SUPPLY HLDGS INC COM 40416M105 4,749 121,219 SH   SOLE   110,511 0 10,708
ISHARES TR 0-5YR HI YL CP 46434V407 760 16,353 SH   SOLE   6,360 0 9,993
ISHARES TR 0-5YR INVT GR CP 46434V100 1,274 24,918 SH   SOLE   9,545 0 15,373
ARAMARK COM 03852U106 5,002 114,780 SH   SOLE   104,636 0 10,144
ALLY FINL INC COM 02005N100 1,672 50,411 SH   SOLE   45,881 0 4,530
IHS MARKIT LTD SHS G47567105 6,112 91,391 SH   SOLE   83,219 0 8,172
ARISTA NETWORKS INC COM 040413106 1,697 7,101 SH   SOLE   6,464 0 637
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 4,389 78,522 SH   SOLE   71,539 0 6,983
CDK GLOBAL INC COM 12508E101 4,494 93,453 SH   SOLE   85,069 0 8,384
ELDORADO RESORTS INC COM 28470R102 4,996 125,309 SH   SOLE   113,942 0 11,367
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,432 45,573 SH   SOLE   41,580 0 3,993
STORE CAP CORP COM 862121100 2,717 72,639 SH   SOLE   66,108 0 6,531
TRANSUNION COM 89400J107 7,267 89,599 SH   SOLE   81,655 0 7,944
WESTROCK CO COM 96145D105 2,084 57,183 SH   SOLE   51,834 0 5,349
PLANET FITNESS INC CL A 72703H101 3,081 53,242 SH   SOLE   48,468 0 4,774
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 5,253 125,187 SH   SOLE   113,920 0 11,267
CHARTER COMMUNICATIONS INC N CL A 16119P108 3,376 8,191 SH   SOLE   7,461 0 730
US FOODS HLDG CORP COM 912008109 5,295 128,839 SH   SOLE   117,263 0 11,576
FORTIVE CORP COM 34959J108 3,926 57,269 SH   SOLE   52,182 0 5,087
VICI PPTYS INC COM 925652109 4,530 199,983 SH   SOLE   181,999 0 17,984
AMERICOLD RLTY TR COM 03064D108 3,186 85,939 SH   SOLE   78,153 0 7,786
WYNDHAM HOTELS & RESORTS INC COM 98311A105 4,404 85,117 SH   SOLE   77,480 0 7,637
ELANCO ANIMAL HEALTH INC COM 28414H103 3,939 148,155 SH   SOLE   134,863 0 13,292
DELL TECHNOLOGIES INC CL C 24703L202 5,481 105,686 SH   SOLE   96,217 0 9,469
AVANTOR INC COM 05352A100 4,186 284,729 SH   SOLE   259,078 0 25,651
CHANGE HEALTHCARE INC COM 15912K100 3,519 291,271 SH   SOLE   265,004 0 26,267