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
ABBVIE INC COM 00287Y109 1,947 31,094 SH   SOLE   31,094 0 0
ALPHABET INC CAP STK CL A 02079K305 635 801 SH   SOLE   801 0 0
AMC NETWORKS INC CL A 00164V103 9,836 187,933 SH   SOLE   187,933 0 0
AMERISOURCEBERGEN CORP COM 03073E105 1,041 13,317 SH   SOLE   13,317 0 0
ANTHEM INC COM 036752103 26,966 187,560 SH   SOLE   187,560 0 0
APPLE INC COM 037833100 5,660 48,871 SH   SOLE   48,871 0 0
BEST BUY INC COM 086516101 5,011 117,435 SH   SOLE   117,435 0 0
BLOCK H & R INC COM 093671105 15,393 669,546 SH   SOLE   669,546 0 0
BUCKLE INC COM 118440106 7,259 318,378 SH   SOLE   318,378 0 0
CA INC COM 12673P105 22,368 704,073 SH   SOLE   704,073 0 0
CAL MAINE FOODS INC COM NEW 128030202 6,511 147,395 SH   SOLE   147,395 0 0
CHEMED CORP NEW COM 16359R103 2,915 18,175 SH   SOLE   18,175 0 0
CISCO SYS INC COM 17275R102 7,168 237,191 SH   SOLE   237,191 0 0
CSG SYS INTL INC COM 126349109 10,961 226,469 SH   SOLE   226,469 0 0
DELUXE CORP COM 248019101 488 6,815 SH   SOLE   6,815 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 2,282 83,246 SH   SOLE   83,246 0 0
EMCOR GROUP INC COM 29084Q100 455 6,425 SH   SOLE   6,425 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 12,027 174,832 SH   SOLE   174,832 0 0
F5 NETWORKS INC COM 315616102 3,692 25,512 SH   SOLE   25,512 0 0
GAMESTOP CORP NEW CL A 36467W109 380 15,033 SH   SOLE   15,033 0 0
GENERAL DYNAMICS CORP COM 369550108 9,480 54,905 SH   SOLE   54,905 0 0
GENTEX CORP COM 371901109 3,368 171,061 SH   SOLE   171,061 0 0
GILEAD SCIENCES INC COM 375558103 6,098 85,156 SH   SOLE   85,156 0 0
GLOBUS MED INC CL A 379577208 1,311 52,844 SH   SOLE   52,844 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 21,529 448,245 SH   SOLE   448,245 0 0
HERBALIFE LTD COM USD SHS G4412G101 1,428 29,659 SH   SOLE   29,659 0 0
HUMANA INC COM 444859102 28,294 138,677 SH   SOLE   138,677 0 0
INSPERITY INC COM 45778Q107 2,036 28,697 SH   SOLE   28,697 0 0
INTERDIGITAL INC COM 45867G101 32,176 352,233 SH   SOLE   352,233 0 0
INTERPUBLIC GROUP COS INC COM 460690100 11,041 471,615 SH   SOLE   471,615 0 0
KLA-TENCOR CORP COM 482480100 1,081 13,745 SH   SOLE   13,745 0 0
KORN FERRY INTL COM NEW 500643200 4,278 145,360 SH   SOLE   145,360 0 0
L BRANDS INC COM 501797104 300 4,550 SH   SOLE   4,550 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 552 22,481 SH   SOLE   22,481 0 0
MCKESSON CORP COM 58155Q103 2,621 18,659 SH   SOLE   18,659 0 0
MEREDITH CORP COM 589433101 1,537 25,983 SH   SOLE   25,983 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 3,277 76,249 SH   SOLE   76,249 0 0
MSG NETWORK INC CL A 553573106 1,439 66,922 SH   SOLE   66,922 0 0
ORACLE CORP COM 68389X105 14,023 364,700 SH   SOLE   364,700 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 987 51,985 SH   SOLE   51,985 0 0
PITNEY BOWES INC COM 724479100 769 50,621 SH   SOLE   50,621 0 0
POLARIS INDS INC COM 731068102 206 2,501 SH   SOLE   2,501 0 0
QUALCOMM INC COM 747525103 3,863 59,255 SH   SOLE   59,255 0 0
ROBERT HALF INTL INC COM 770323103 4,036 82,745 SH   SOLE   82,745 0 0
SMITH & WESSON HLDG CORP COM 831756101 3,226 153,016 SH   SOLE   153,016 0 0
SYMANTEC CORP COM 871503108 587 24,556 SH   SOLE   24,556 0 0
SYNTEL INC COM 87162H103 2,310 116,744 SH   SOLE   116,744 0 0
TARO PHARMACEUTICAL INDS LTD SHS M8737E108 16,589 157,584 SH   SOLE   157,584 0 0
TESSERA HLDG CORP COM 88166T101 5,171 116,997 SH   SOLE   116,997 0 0
TIME WARNER INC COM NEW 887317303 2,465 25,539 SH   SOLE   25,539 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 1,612 57,479 SH   SOLE   57,479 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 751 5,236 SH   SOLE   5,236 0 0
VERISIGN INC COM 92343E102 2,130 27,994 SH   SOLE   27,994 0 0
VMWARE INC CL A COM 928563402 8,865 112,605 SH   SOLE   112,605 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 10,138 73,960 SH   SOLE   73,960 0 0
WESTERN UN CO COM 959802109 2,291 105,500 SH   SOLE   105,500 0 0