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
BALL CORP COM 058498106 3,727 39,995 SH   SOLE 0 31,371 0 8,624
DIGITAL RLTY TR INC COM 253868103 1,349 9,672 SH   SOLE 0 7,641 0 2,031
DISCOVER FINL SVCS COM 254709108 2,520 27,833 SH   SOLE 0 22,286 0 5,547
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 622 4,875 SH   SOLE 0 1,161 0 3,714
AMERESCO INC CL A 02361E108 819 15,685 SH   SOLE 0 12,284 0 3,401
LKQ CORP COM 501889208 2,482 70,432 SH   SOLE 0 56,775 0 13,657
TELEDYNE TECHNOLOGIES INC COM 879360105 3,047 7,774 SH   SOLE 0 6,045 0 1,729
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 3,728 9,701 SH   SOLE 0 7,538 0 2,163
AMERICOLD RLTY TR COM 03064D108 3,209 85,960 SH   SOLE 0 68,053 0 17,907
XPO LOGISTICS INC COM 983793100 2,023 16,973 SH   SOLE 0 13,595 0 3,378
XYLEM INC COM 98419M100 4,554 44,735 SH   SOLE 0 35,047 0 9,688
CENTENE CORP DEL COM 15135B101 2,025 33,735 SH   SOLE 0 26,744 0 6,991
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 351 13,025 SH   SOLE 0 541 0 12,484
WESTLAKE CHEM CORP COM 960413102 1,268 15,535 SH   SOLE 0 11,697 0 3,838
AMAZON COM INC COM 023135106 270 83 SH   SOLE 0 13 0 70
BUILDERS FIRSTSOURCE INC COM 12008R107 1,915 46,931 SH   SOLE 0 37,132 0 9,799
MATTEL INC COM 577081102 3,025 173,328 SH   SOLE 0 137,153 0 36,175
PALO ALTO NETWORKS INC COM 697435105 254 714 SH   SOLE 0 29 0 685
WORKDAY INC CL A 98138H101 283 1,181 SH   SOLE 0 74 0 1,107
IHS MARKIT LTD SHS G47567105 2,858 31,814 SH   SOLE 0 24,358 0 7,456
AMERIPRISE FINL INC COM 03076C106 2,811 14,466 SH   SOLE 0 11,980 0 2,486
GROCERY OUTLET HLDG CORP COM 39874R101 1,758 44,800 SH   SOLE 0 33,095 0 11,705
REALTY INCOME CORP COM 756109104 2,404 38,672 SH   SOLE 0 30,861 0 7,811
CROWN HLDGS INC COM 228368106 5,112 51,020 SH   SOLE 0 43,707 0 7,313
DOVER CORP COM 260003108 1,511 11,971 SH   SOLE 0 9,441 0 2,530
GLOBAL PMTS INC COM 37940X102 5,175 24,022 SH   SOLE 0 19,253 0 4,769
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 4,495 94,545 SH   SOLE 0 73,854 0 20,691
APTIV PLC SHS G6095L109 2,351 18,046 SH   SOLE 0 14,049 0 3,997
ALLY FINL INC COM 02005N100 5,151 144,444 SH   SOLE 0 114,425 0 30,019
ENTEGRIS INC COM 29362U104 2,503 26,044 SH   SOLE 0 19,695 0 6,349
SERVICE PPTYS TR COM SH BEN INT 81761L102 1,448 126,048 SH   SOLE 0 98,722 0 27,326
SHERWIN WILLIAMS CO COM 824348106 307 418 SH   SOLE 0 22 0 396
VERTIV HOLDINGS CO COM CL A 92537N108 2,276 121,899 SH   SOLE 0 94,639 0 27,260
BROWN & BROWN INC COM 115236101 3,956 83,432 SH   SOLE 0 65,735 0 17,697
CHURCHILL DOWNS INC COM 171484108 1,748 8,973 SH   SOLE 0 7,145 0 1,828
DOMINOS PIZZA INC COM 25754A201 2,100 5,477 SH   SOLE 0 4,002 0 1,475
EQUINIX INC COM 29444U700 1,533 2,146 SH   SOLE 0 1,522 0 624
IQVIA HLDGS INC COM 46266C105 5,879 32,811 SH   SOLE 0 25,769 0 7,042
SERVICE CORP INTL COM 817565104 2,974 60,565 SH   SOLE 0 47,154 0 13,411
FEDEX CORP COM 31428X106 221 851 SH   SOLE 0 0 0 851
ON SEMICONDUCTOR CORP COM 682189105 1,761 53,812 SH   SOLE 0 42,442 0 11,370
RACKSPACE TECHNOLOGY INC COM 750102105 2,438 127,900 SH   SOLE 0 98,574 0 29,326
US FOODS HLDG CORP COM 912008109 1,480 44,434 SH   SOLE 0 35,023 0 9,411
VERISK ANALYTICS INC COM 92345Y106 2,756 13,277 SH   SOLE 0 10,445 0 2,832
LPL FINL HLDGS INC COM 50212V100 5,452 52,311 SH   SOLE 0 41,750 0 10,561
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 6,968 95,782 SH   SOLE 0 76,295 0 19,487
SPDR SER TR BLOOMBERG SRT TR 78468R408 2,139 79,377 SH   SOLE 0 42,216 0 37,161
T-MOBILE US INC COM 872590104 4,049 30,027 SH   SOLE 0 23,556 0 6,471
VONTIER CORPORATION COM 928881101 2,175 65,127 SH   SOLE 0 50,725 0 14,402
HCA HEALTHCARE INC COM 40412C101 3,562 21,661 SH   SOLE 0 18,086 0 3,575
LEIDOS HOLDINGS INC COM 525327102 2,020 19,214 SH   SOLE 0 15,164 0 4,050
LUMENTUM HLDGS INC COM 55024U109 1,964 20,716 SH   SOLE 0 16,210 0 4,506
TETRA TECH INC NEW COM 88162G103 1,328 11,472 SH   SOLE 0 8,975 0 2,497
UNDER ARMOUR INC CL A 904311107 2,185 127,278 SH   SOLE 0 99,933 0 27,345
WESTROCK CO COM 96145D105 1,254 28,809 SH   SOLE 0 21,674 0 7,135
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,083 20,125 SH   SOLE 0 15,869 0 4,256
CACI INTL INC CL A 127190304 3,229 12,951 SH   SOLE 0 9,855 0 3,096
CONSTELLATION BRANDS INC CL A 21036P108 3,325 15,177 SH   SOLE 0 12,155 0 3,022
HOWARD HUGHES CORP COM 44267D107 2,024 25,638 SH   SOLE 0 19,585 0 6,053
NORTONLIFELOCK INC COM 668771108 2,650 127,521 SH   SOLE 0 101,344 0 26,177
AMETEK INC COM 031100100 2,233 18,466 SH   SOLE 0 14,582 0 3,884
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,159 3,264 SH   SOLE 0 2,532 0 732
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,280 32,401 SH   SOLE 0 25,421 0 6,980
ROPER TECHNOLOGIES INC COM 776696106 2,116 4,908 SH   SOLE 0 3,814 0 1,094
SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 2,273 49,786 SH   SOLE 0 27,321 0 22,465
BIO RAD LABS INC CL A 090572207 3,434 5,891 SH   SOLE 0 4,597 0 1,294
HOLOGIC INC COM 436440101 1,399 19,203 SH   SOLE 0 14,914 0 4,289
ZIMMER BIOMET HOLDINGS INC COM 98956P102 5,941 38,554 SH   SOLE 0 30,221 0 8,333
ELANCO ANIMAL HEALTH INC COM 28414H103 2,096 68,355 SH   SOLE 0 53,296 0 15,059
GALLAGHER ARTHUR J & CO COM 363576109 3,924 31,722 SH   SOLE 0 24,849 0 6,873
LAMB WESTON HLDGS INC COM 513272104 1,504 19,105 SH   SOLE 0 15,303 0 3,802
HANNON ARMSTRONG SUST INFR C COM 41068X100 1,988 31,344 SH   SOLE 0 24,560 0 6,784
ISHARES TR IBOXX HI YD ETF 464288513 3,771 43,195 SH   SOLE 0 23,327 0 19,868
TRANSUNION COM 89400J107 4,360 43,941 SH   SOLE 0 35,142 0 8,799
BERRY GLOBAL GROUP INC COM 08579W103 3,069 54,620 SH   SOLE 0 42,933 0 11,687
CDW CORP COM 12514G108 4,624 35,086 SH   SOLE 0 27,701 0 7,385
ISHARES TR CORE US AGGBD ET 464287226 1,392 11,775 SH   SOLE 0 6,213 0 5,562
L3HARRIS TECHNOLOGIES INC COM 502431109 4,271 22,598 SH   SOLE 0 18,012 0 4,586
AZEK CO INC CL A 05478C105 1,332 34,648 SH   SOLE 0 27,142 0 7,506
DOLLAR TREE INC COM 256746108 1,973 18,264 SH   SOLE 0 14,285 0 3,979
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3,160 37,959 SH   SOLE 0 18,836 0 19,123
CLARIVATE PLC ORD SHS G21810109 2,108 70,940 SH   SOLE 0 55,801 0 15,139
DINE BRANDS GLOBAL INC COM 254423106 1,340 23,112 SH   SOLE 0 18,135 0 4,977
ECOLAB INC COM 278865100 3,712 17,157 SH   SOLE 0 13,624 0 3,533
FIDELITY NATL INFORMATION SV COM 31620M106 3,633 25,679 SH   SOLE 0 19,996 0 5,683
REPUBLIC SVCS INC COM 760759100 3,032 31,487 SH   SOLE 0 24,615 0 6,872
WYNDHAM HOTELS & RESORTS INC COM 98311A105 1,528 25,712 SH   SOLE 0 20,729 0 4,983
CDK GLOBAL INC COM 12508E101 1,949 37,611 SH   SOLE 0 30,650 0 6,961
MASCO CORP COM 574599106 1,856 33,794 SH   SOLE 0 26,598 0 7,196
AMERICAN WTR WKS CO INC NEW COM 030420103 2,836 18,478 SH   SOLE 0 14,676 0 3,802
FLEETCOR TECHNOLOGIES INC COM 339041105 2,985 10,941 SH   SOLE 0 8,679 0 2,262
MICROSOFT CORP COM 594918104 237 1,066 SH   SOLE 0 115 0 951
STARBUCKS CORP COM 855244109 270 2,527 SH   SOLE 0 159 0 2,368
CARMAX INC COM 143130102 1,398 14,799 SH   SOLE 0 11,597 0 3,202
CATALENT INC COM 148806102 4,961 47,672 SH   SOLE 0 37,957 0 9,715
QORVO INC COM 74736K101 3,547 21,334 SH   SOLE 0 16,754 0 4,580
FMC CORP COM NEW 302491303 1,808 15,729 SH   SOLE 0 12,400 0 3,329
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 3,176 108,840 SH   SOLE 0 84,888 0 23,952
MSCI INC COM 55354G100 1,148 2,570 SH   SOLE 0 1,861 0 709
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,334 25,483 SH   SOLE 0 19,924 0 5,559
AVAYA HLDGS CORP COM 05351X101 1,382 72,174 SH   SOLE 0 56,173 0 16,001
ISHARES TR BROAD USD HIGH 46435U853 3,491 84,600 SH   SOLE 0 43,625 0 40,975
SHIFT4 PMTS INC CL A 82452J109 1,362 18,059 SH   SOLE 0 14,289 0 3,770
AVANTOR INC COM 05352A100 4,128 146,635 SH   SOLE 0 111,829 0 34,806
DUKE REALTY CORP COM NEW 264411505 1,702 42,588 SH   SOLE 0 33,313 0 9,275
FISERV INC COM 337738108 2,895 25,430 SH   SOLE 0 19,852 0 5,578
CHANGE HEALTHCARE INC COM 15912K100 4,081 218,821 SH   SOLE 0 173,642 0 45,179
GODADDY INC CL A 380237107 207 2,493 SH   SOLE 0 102 0 2,391
WESCO INTL INC COM 95082P105 1,707 21,750 SH   SOLE 0 16,672 0 5,078
GARTNER INC COM 366651107 2,091 13,051 SH   SOLE 0 10,215 0 2,836
GRAPHIC PACKAGING HLDG CO COM 388689101 1,935 114,256 SH   SOLE 0 91,516 0 22,740
ISHARES TR CORE S&P500 ETF 464287200 587 1,565 SH   SOLE 0 396 0 1,169
PERFORMANCE FOOD GROUP CO COM 71377A103 2,257 47,414 SH   SOLE 0 38,229 0 9,185
STORE CAP CORP COM 862121100 2,844 83,700 SH   SOLE 0 67,007 0 16,693
NASDAQ INC COM 631103108 4,601 34,658 SH   SOLE 0 27,618 0 7,040
PAYPAL HLDGS INC COM 70450Y103 345 1,475 SH   SOLE 0 131 0 1,344
TELEFLEX INCORPORATED COM 879369106 5,498 13,358 SH   SOLE 0 10,463 0 2,895
CROWN CASTLE INTL CORP NEW COM 22822V101 3,013 18,928 SH   SOLE 0 14,789 0 4,139
DELL TECHNOLOGIES INC CL C 24703L202 4,083 55,709 SH   SOLE 0 44,177 0 11,532
REALOGY HLDGS CORP COM 75605Y106 1,634 124,538 SH   SOLE 0 96,489 0 28,049
SCIENCE APPLICATIONS INTL CO COM 808625107 3,056 32,291 SH   SOLE 0 28,046 0 4,245