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
SPDR S&P 500 ETF TR TR UNIT 78462F103 903 3,504 SH   SOLE 0 1,352 0 2,152
INVESCO QQQ TR UNIT SER 1 46090E103 880 4,624 SH   SOLE 0 1,784 0 2,840
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,782 28,456 SH   SOLE 0 24,726 0 3,730
GRAPHIC PACKAGING HLDG CO COM 388689101 4,484 367,512 SH   SOLE 0 319,103 0 48,409
AMETEK INC COM 031100100 2,027 28,149 SH   SOLE 0 24,521 0 3,628
FISERV INC COM 337738108 4,419 46,523 SH   SOLE 0 40,396 0 6,127
GLOBAL PMTS INC COM 37940X102 4,365 30,266 SH   SOLE 0 26,282 0 3,984
CROWN CASTLE INTL CORP NEW COM 22822V101 3,465 23,994 SH   SOLE 0 20,843 0 3,151
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,637 26,084 SH   SOLE 0 22,649 0 3,435
CROWN HLDGS INC COM 228368106 4,164 71,736 SH   SOLE 0 62,338 0 9,398
CONSTELLATION BRANDS INC CL A 21036P108 3,122 21,775 SH   SOLE 0 18,922 0 2,853
SERVICE CORP INTL COM 817565104 4,190 107,143 SH   SOLE 0 92,529 0 14,614
AMERICAN WTR WKS CO INC NEW COM 030420103 2,520 21,074 SH   SOLE 0 18,298 0 2,776
ON SEMICONDUCTOR CORP COM 682189105 1,126 90,490 SH   SOLE 0 78,821 0 11,669
ECOLAB INC COM 278865100 2,644 16,966 SH   SOLE 0 14,731 0 2,235
BROWN & BROWN INC COM 115236101 3,633 100,303 SH   SOLE 0 87,161 0 13,142
BAUSCH HEALTH COS INC COM 071734107 1,332 85,963 SH   SOLE 0 74,620 0 11,343
LKQ CORP COM 501889208 2,667 130,016 SH   SOLE 0 112,688 0 17,328
DOLLAR GEN CORP NEW COM 256677105 887 5,871 SH   SOLE 0 5,072 0 799
MASCO CORP COM 574599106 2,133 61,707 SH   SOLE 0 53,568 0 8,139
L3HARRIS TECHNOLOGIES INC COM 502431109 4,991 27,710 SH   SOLE 0 24,066 0 3,644
FLIR SYS INC COM 302445101 2,063 64,700 SH   SOLE 0 56,218 0 8,482
GALLAGHER ARTHUR J & CO COM 363576109 3,038 37,276 SH   SOLE 0 32,368 0 4,908
CACI INTL INC CL A 127190304 3,106 14,711 SH   SOLE 0 12,773 0 1,938
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 5,804 132,456 SH   SOLE 0 115,059 0 17,397
BALL CORP COM 058498106 5,896 91,183 SH   SOLE 0 79,239 0 11,944
TELEFLEX INCORPORATED COM 879369106 4,710 16,084 SH   SOLE 0 13,967 0 2,117
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,831 125,102 SH   SOLE 0 108,617 0 16,485
CBRE GROUP INC CL A 12504L109 1,468 38,929 SH   SOLE 0 33,718 0 5,211
DOMINOS PIZZA INC COM 25754A201 3,006 9,277 SH   SOLE 0 8,057 0 1,220
PERFORMANCE FOOD GROUP CO COM 71377A103 2,095 84,737 SH   SOLE 0 73,635 0 11,102
REPUBLIC SVCS INC COM 760759100 4,040 53,822 SH   SOLE 0 46,939 0 6,883
ACI WORLDWIDE INC COM 004498101 1,621 67,136 SH   SOLE 0 58,282 0 8,854
NASDAQ INC COM 631103108 4,148 43,683 SH   SOLE 0 38,054 0 5,629
CENTENE CORP DEL COM 15135B101 1,391 23,416 SH   SOLE 0 20,073 0 3,343
HEXCEL CORP NEW COM 428291108 1,231 33,111 SH   SOLE 0 28,698 0 4,413
CHURCHILL DOWNS INC COM 171484108 3,407 33,098 SH   SOLE 0 28,686 0 4,412
FIDELITY NATL INFORMATION SV COM 31620M106 5,064 41,629 SH   SOLE 0 36,149 0 5,480
ENTEGRIS INC COM 29362U104 2,864 63,976 SH   SOLE 0 55,575 0 8,401
ROPER TECHNOLOGIES INC COM 776696106 3,928 12,599 SH   SOLE 0 10,944 0 1,655
ZEBRA TECHNOLOGIES CORP CL A 989207105 3,499 19,060 SH   SOLE 0 16,550 0 2,510
BIO RAD LABS INC CL A 090572207 5,146 14,679 SH   SOLE 0 12,752 0 1,927
EQUINIX INC COM 29444U700 3,978 6,369 SH   SOLE 0 5,532 0 837
TELEDYNE TECHNOLOGIES INC COM 879360105 2,463 8,285 SH   SOLE 0 7,202 0 1,083
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,226 23,474 SH   SOLE 0 20,379 0 3,095
NEXSTAR MEDIA GROUP INC CL A 65336K103 933 16,161 SH   SOLE 0 14,029 0 2,132
AECOM COM 00766T100 1,591 53,287 SH   SOLE 0 46,265 0 7,022
SPDR SER TR BLOOMBERG BRCLYS 78468R622 2,355 24,859 SH   SOLE 0 11,009 0 13,850
HILL ROM HLDGS INC COM 431475102 4,334 43,081 SH   SOLE 0 37,408 0 5,673
XPO LOGISTICS INC COM 983793100 951 19,501 SH   SOLE 0 16,917 0 2,584
VERISK ANALYTICS INC COM 92345Y106 2,578 18,495 SH   SOLE 0 16,074 0 2,421
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 264 3,333 SH   SOLE 0 3,333 0 0
LPL FINL HLDGS INC COM 50212V100 2,537 46,603 SH   SOLE 0 40,463 0 6,140
HCA HEALTHCARE INC COM 40412C101 2,407 26,790 SH   SOLE 0 23,256 0 3,534
XYLEM INC COM 98419M100 4,265 65,490 SH   SOLE 0 56,985 0 8,505
FLEETCOR TECHNOLOGIES INC COM 339041105 2,452 13,146 SH   SOLE 0 11,440 0 1,706
BERRY GLOBAL GROUP INC COM 08579W103 2,786 82,634 SH   SOLE 0 71,806 0 10,828
T MOBILE US INC COM 872590104 2,754 32,819 SH   SOLE 0 28,577 0 4,242
IQVIA HLDGS INC COM 46266C105 4,921 45,625 SH   SOLE 0 39,621 0 6,004
CDW CORP COM 12514G108 2,498 26,787 SH   SOLE 0 23,258 0 3,529
HD SUPPLY HLDGS INC COM 40416M105 2,236 78,640 SH   SOLE 0 68,414 0 10,226
ISHARES TR 0-5YR INVT GR CP 46434V100 572 11,408 SH   SOLE 0 9,545 0 1,863
ARAMARK COM 03852U106 1,803 90,288 SH   SOLE 0 78,257 0 12,031
ALLY FINL INC COM 02005N100 1,103 76,456 SH   SOLE 0 66,266 0 10,190
IHS MARKIT LTD SHS G47567105 5,142 85,699 SH   SOLE 0 74,422 0 11,277
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 3,381 125,215 SH   SOLE 0 109,216 0 15,999
CATALENT INC COM 148806102 4,036 77,692 SH   SOLE 0 67,456 0 10,236
CDK GLOBAL INC COM 12508E101 2,570 78,220 SH   SOLE 0 67,625 0 10,595
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,484 41,631 SH   SOLE 0 36,147 0 5,484
PRA HEALTH SCIENCES INC COM 69354M108 2,678 32,244 SH   SOLE 0 27,973 0 4,271
QORVO INC COM 74736K101 2,020 25,053 SH   SOLE 0 21,751 0 3,302
TRANSUNION COM 89400J107 5,260 79,484 SH   SOLE 0 69,074 0 10,410
WESTROCK CO COM 96145D105 3,039 107,551 SH   SOLE 0 93,460 0 14,091
PLANET FITNESS INC CL A 72703H101 2,293 47,091 SH   SOLE 0 40,921 0 6,170
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 3,881 122,751 SH   SOLE 0 106,666 0 16,085
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,778 6,366 SH   SOLE 0 5,529 0 837
US FOODS HLDG CORP COM 912008109 1,746 98,593 SH   SOLE 0 85,452 0 13,141
FORTIVE CORP COM 34959J108 2,446 44,325 SH   SOLE 0 38,587 0 5,738
FLOOR & DECOR HLDGS INC CL A 339750101 2,004 62,454 SH   SOLE 0 54,207 0 8,247
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 953 85,022 SH   SOLE 0 72,987 0 12,035
AMERICOLD RLTY TR COM 03064D108 2,935 86,226 SH   SOLE 0 74,834 0 11,392
ELANCO ANIMAL HEALTH INC COM 28414H103 3,803 169,866 SH   SOLE 0 148,006 0 21,860
DELL TECHNOLOGIES INC CL C 24703L202 4,135 104,549 SH   SOLE 0 90,788 0 13,761
AVANTOR INC COM 05352A100 3,273 262,027 SH   SOLE 0 227,532 0 34,495
GROCERY OUTLET HLDG CORP COM 39874R101 2,827 82,338 SH   SOLE 0 71,485 0 10,853
CHANGE HEALTHCARE INC COM 15912K100 2,895 289,744 SH   SOLE 0 251,599 0 38,145