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 1,288 4,176 SH   SOLE 0 1,011 0 3,165
REALTY INCOME CORP COM 756109104 966 16,229 SH   SOLE 0 13,024 0 3,205
ONEOK INC NEW COM 682680103 2,096 63,091 SH   SOLE 0 50,625 0 12,466
INVESCO QQQ TR UNIT SER 1 46090E103 1,388 5,606 SH   SOLE 0 1,358 0 4,248
GENUINE PARTS CO COM 372460105 962 11,059 SH   SOLE 0 8,874 0 2,185
SHERWIN WILLIAMS CO COM 824348106 242 419 SH   SOLE 0 22 0 397
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,380 24,120 SH   SOLE 0 19,363 0 4,757
GRAPHIC PACKAGING HLDG CO COM 388689101 4,273 305,438 SH   SOLE 0 245,117 0 60,321
SCHWAB CHARLES CORP COM 808513105 1,420 42,090 SH   SOLE 0 33,867 0 8,223
AMETEK INC COM 031100100 2,413 26,995 SH   SOLE 0 21,686 0 5,309
SIRIUS XM HOLDINGS INC COM 82968B103 1,962 334,231 SH   SOLE 0 271,474 0 62,757
MATTEL INC COM 577081102 912 94,360 SH   SOLE 0 75,374 0 18,986
NORTONLIFELOCK INC COM 668771108 1,314 66,266 SH   SOLE 0 54,332 0 11,934
FISERV INC COM 337738108 3,500 35,851 SH   SOLE 0 28,711 0 7,140
GLOBAL PMTS INC COM 37940X102 4,211 24,825 SH   SOLE 0 19,899 0 4,926
CROWN CASTLE INTL CORP NEW COM 22822V101 2,942 17,577 SH   SOLE 0 14,224 0 3,353
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,258 18,919 SH   SOLE 0 15,585 0 3,334
DOLLAR TREE INC COM 256746108 1,770 19,099 SH   SOLE 0 16,432 0 2,667
CROWN HLDGS INC COM 228368106 4,447 68,284 SH   SOLE 0 55,020 0 13,264
CONSTELLATION BRANDS INC CL A 21036P108 3,663 20,938 SH   SOLE 0 16,900 0 4,038
SERVICE CORP INTL COM 817565104 2,532 65,116 SH   SOLE 0 52,270 0 12,846
AMERICAN WTR WKS CO INC NEW COM 030420103 2,622 20,377 SH   SOLE 0 16,385 0 3,992
DUKE REALTY CORP COM NEW 264411505 1,155 32,635 SH   SOLE 0 25,716 0 6,919
ENCOMPASS HEALTH CORP COM 29261A100 675 10,898 SH   SOLE 0 8,739 0 2,159
EQUIFAX INC COM 294429105 1,717 9,988 SH   SOLE 0 8,251 0 1,737
ON SEMICONDUCTOR CORP COM 682189105 1,719 86,736 SH   SOLE 0 69,355 0 17,381
ECOLAB INC COM 278865100 3,460 17,392 SH   SOLE 0 14,178 0 3,214
BROWN & BROWN INC COM 115236101 3,869 94,912 SH   SOLE 0 76,256 0 18,656
BAUSCH HEALTH COS INC COM 071734107 1,699 92,885 SH   SOLE 0 76,235 0 16,650
VALERO ENERGY CORP COM 91913Y100 1,131 19,228 SH   SOLE 0 15,425 0 3,803
ROBERT HALF INTL INC COM 770323103 1,650 31,228 SH   SOLE 0 26,168 0 5,060
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,103 6,640 SH   SOLE 0 5,588 0 1,052
LKQ CORP COM 501889208 2,089 79,715 SH   SOLE 0 64,320 0 15,395
MASCO CORP COM 574599106 1,655 32,955 SH   SOLE 0 26,519 0 6,436
L3HARRIS TECHNOLOGIES INC COM 502431109 4,069 23,984 SH   SOLE 0 19,262 0 4,722
FLIR SYS INC COM 302445101 2,564 63,191 SH   SOLE 0 50,846 0 12,345
GALLAGHER ARTHUR J & CO COM 363576109 3,865 39,645 SH   SOLE 0 31,936 0 7,709
DOVER CORP COM 260003108 1,451 15,032 SH   SOLE 0 11,906 0 3,126
PULTE GROUP INC COM 745867101 1,311 38,522 SH   SOLE 0 30,935 0 7,587
CACI INTL INC CL A 127190304 2,506 11,557 SH   SOLE 0 8,656 0 2,901
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 6,152 108,931 SH   SOLE 0 87,904 0 21,027
POLARIS INC COM 731068102 919 9,927 SH   SOLE 0 7,985 0 1,942
BALL CORP COM 058498106 4,155 59,786 SH   SOLE 0 48,009 0 11,777
TELEFLEX INCORPORATED COM 879369106 3,649 10,024 SH   SOLE 0 8,093 0 1,931
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 4,177 119,127 SH   SOLE 0 95,504 0 23,623
CBRE GROUP INC CL A 12504L109 1,187 26,259 SH   SOLE 0 21,309 0 4,950
DOMINOS PIZZA INC COM 25754A201 1,680 4,548 SH   SOLE 0 3,337 0 1,211
PERFORMANCE FOOD GROUP CO COM 71377A103 1,470 50,452 SH   SOLE 0 40,354 0 10,098
REPUBLIC SVCS INC COM 760759100 4,266 51,991 SH   SOLE 0 41,645 0 10,346
F M C CORP COM NEW 302491303 1,122 11,262 SH   SOLE 0 9,055 0 2,207
AMERIPRISE FINL INC COM 03076C106 2,288 15,250 SH   SOLE 0 12,633 0 2,617
NASDAQ INC COM 631103108 4,409 36,905 SH   SOLE 0 29,619 0 7,286
CENTENE CORP DEL COM 15135B101 2,686 42,268 SH   SOLE 0 33,808 0 8,460
HEXCEL CORP NEW COM 428291108 1,383 30,593 SH   SOLE 0 24,550 0 6,043
CHURCHILL DOWNS INC COM 171484108 1,837 13,800 SH   SOLE 0 11,116 0 2,684
FIDELITY NATL INFORMATION SV COM 31620M106 4,329 32,286 SH   SOLE 0 25,805 0 6,481
ENTEGRIS INC COM 29362U104 1,868 31,631 SH   SOLE 0 24,291 0 7,340
ROPER TECHNOLOGIES INC COM 776696106 3,751 9,661 SH   SOLE 0 7,841 0 1,820
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 3,609 14,101 SH   SOLE 0 11,322 0 2,779
BIO RAD LABS INC CL A 090572207 3,335 7,387 SH   SOLE 0 5,931 0 1,456
EQUINIX INC COM 29444U700 1,648 2,347 SH   SOLE 0 1,718 0 629
DIGITAL RLTY TR INC COM 253868103 1,139 8,014 SH   SOLE 0 6,427 0 1,587
TELEDYNE TECHNOLOGIES INC COM 879360105 2,266 7,288 SH   SOLE 0 5,838 0 1,450
BUILDERS FIRSTSOURCE INC COM 12008R107 1,282 61,914 SH   SOLE 0 49,664 0 12,250
HERC HLDGS INC COM 42704L104 1,263 41,103 SH   SOLE 0 32,957 0 8,146
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,901 22,989 SH   SOLE 0 18,510 0 4,479
ISHARES TR IBOXX HI YD ETF 464288513 4,309 52,789 SH   SOLE 0 33,625 0 19,164
AECOM COM 00766T100 1,671 44,478 SH   SOLE 0 37,099 0 7,379
SPDR SER TR BLOOMBERG BRCLYS 78468R622 3,268 32,308 SH   SOLE 0 16,999 0 15,309
HILL ROM HLDGS INC COM 431475102 4,010 36,530 SH   SOLE 0 29,336 0 7,194
XPO LOGISTICS INC COM 983793100 1,450 18,769 SH   SOLE 0 15,211 0 3,558
VERISK ANALYTICS INC COM 92345Y106 2,409 14,151 SH   SOLE 0 11,213 0 2,938
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 276 3,333 SH   SOLE 0 3,333 0 0
LPL FINL HLDGS INC COM 50212V100 3,317 42,313 SH   SOLE 0 34,086 0 8,227
HCA HEALTHCARE INC COM 40412C101 2,194 22,602 SH   SOLE 0 18,682 0 3,920
XYLEM INC COM 98419M100 3,911 60,208 SH   SOLE 0 48,236 0 11,972
FLEETCOR TECHNOLOGIES INC COM 339041105 3,854 15,323 SH   SOLE 0 12,317 0 3,006
BERRY GLOBAL GROUP INC COM 08579W103 2,712 61,183 SH   SOLE 0 49,067 0 12,116
WORKDAY INC CL A 98138H101 221 1,181 SH   SOLE 0 74 0 1,107
SABRE CORP COM 78573M104 2,277 282,568 SH   SOLE 0 227,529 0 55,039
T-MOBILE US INC COM 872590104 3,731 35,827 SH   SOLE 0 28,936 0 6,891
IQVIA HLDGS INC COM 46266C105 4,715 33,233 SH   SOLE 0 26,729 0 6,504
CDW CORP COM 12514G108 3,049 26,246 SH   SOLE 0 21,179 0 5,067
HD SUPPLY HLDGS INC COM 40416M105 1,374 39,644 SH   SOLE 0 32,490 0 7,154
SCIENCE APPLICATIONS INTL CO COM 808625107 2,225 28,639 SH   SOLE 0 24,815 0 3,824
ISHARES TR 0-5YR INVT GR CP 46434V100 595 11,408 SH   SOLE 0 9,545 0 1,863
ARAMARK COM 03852U106 1,283 56,833 SH   SOLE 0 47,732 0 9,101
NMI HLDGS INC CL A 629209305 1,318 81,954 SH   SOLE 0 65,752 0 16,202
ALLY FINL INC COM 02005N100 2,503 126,237 SH   SOLE 0 101,587 0 24,650
IHS MARKIT LTD SHS G47567105 5,119 67,806 SH   SOLE 0 54,343 0 13,463
CATALENT INC COM 148806102 3,638 49,626 SH   SOLE 0 39,562 0 10,064
CDK GLOBAL INC COM 12508E101 1,890 45,641 SH   SOLE 0 37,891 0 7,750
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,910 28,871 SH   SOLE 0 23,412 0 5,459
PRA HEALTH SCIENCES INC COM 69354M108 2,277 23,400 SH   SOLE 0 18,766 0 4,634
STORE CAP CORP COM 862121100 933 39,203 SH   SOLE 0 31,450 0 7,753
QORVO INC COM 74736K101 2,727 24,669 SH   SOLE 0 19,856 0 4,813
GODADDY INC CL A 380237107 203 2,773 SH   SOLE 0 152 0 2,621
ENERGIZER HLDGS INC NEW COM 29272W109 1,552 32,687 SH   SOLE 0 27,285 0 5,402
TRANSUNION COM 89400J107 4,063 46,680 SH   SOLE 0 37,605 0 9,075
WESTROCK CO COM 96145D105 1,390 49,181 SH   SOLE 0 39,805 0 9,376
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,928 5,740 SH   SOLE 0 4,614 0 1,126
FORTIVE CORP COM 34959J108 2,994 44,257 SH   SOLE 0 35,989 0 8,268
LAMB WESTON HLDGS INC COM 513272104 2,324 36,351 SH   SOLE 0 29,406 0 6,945
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 271 14,562 SH   SOLE 0 815 0 13,747
AMERICOLD RLTY TR COM 03064D108 3,647 100,463 SH   SOLE 0 81,741 0 18,722
WYNDHAM HOTELS & RESORTS INC COM 98311A105 1,179 27,665 SH   SOLE 0 22,178 0 5,487
ELANCO ANIMAL HEALTH INC COM 28414H103 2,280 106,290 SH   SOLE 0 79,378 0 26,912
CLARIVATE PLC ORD SHS G21810109 1,408 63,045 SH   SOLE 0 50,660 0 12,385
DELL TECHNOLOGIES INC CL C 24703L202 4,933 89,793 SH   SOLE 0 72,645 0 17,148
AVANTOR INC COM 05352A100 2,561 150,673 SH   SOLE 0 113,765 0 36,908
GROCERY OUTLET HLDG CORP COM 39874R101 1,887 46,250 SH   SOLE 0 34,007 0 12,243
CHANGE HEALTHCARE INC COM 15912K100 3,261 291,147 SH   SOLE 0 236,716 0 54,431
ALBERTSONS COS INC COMMON STOCK 013091103 1,277 81,000 SH   SOLE 0 65,027 0 15,973
T-MOBILE US INC RIGHT 07/27/2020 872590112 6 36,496 SH   SOLE 0 29,564 0 6,932