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
APPLE INC COM 037833100 12,959 90,207 SH   SOLE   90,207 0 0
ABBVIE INC COM 00287Y109 6,391 98,086 SH   SOLE   98,086 0 0
AMERISOURCEBERGEN CORP COM 03073E105 1,254 14,172 SH   SOLE   14,172 0 0
AMC NETWORKS INC CL A 00164V103 17,409 296,677 SH   SOLE   296,677 0 0
ANTHEM INC COM 036752103 31,055 187,779 SH   SOLE   187,779 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 3,596 181,538 SH   SOLE   181,538 0 0
BEST BUY INC COM 086516101 6,195 126,033 SH   SOLE   126,033 0 0
BUCKLE INC COM 118440106 2,336 125,607 SH   SOLE   125,607 0 0
CA INC COM 12673P105 21,492 677,559 SH   SOLE   677,559 0 0
CAL MAINE FOODS INC COM NEW 128030202 5,796 157,499 SH   SOLE   157,499 0 0
CHEMED CORP NEW COM 16359R103 3,550 19,432 SH   SOLE   19,432 0 0
CISCO SYS INC COM 17275R102 14,328 423,907 SH   SOLE   423,907 0 0
CSG SYS INTL INC COM 126349109 9,217 243,770 SH   SOLE   243,770 0 0
DINEEQUITY INC COM 254423106 3,211 59,008 SH   SOLE   59,008 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 2,589 88,997 SH   SOLE   88,997 0 0
DELUXE CORP COM 248019101 390 5,397 SH   SOLE   5,397 0 0
EMCOR GROUP INC COM 29084Q100 431 6,851 SH   SOLE   6,851 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 16,832 255,374 SH   SOLE   255,374 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 2,010 62,044 SH   SOLE   62,044 0 0
GENERAL DYNAMICS CORP COM 369550108 7,719 41,236 SH   SOLE   41,236 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 18,837 393,009 SH   SOLE   393,009 0 0
GILEAD SCIENCES INC COM 375558103 7,850 115,582 SH   SOLE   115,582 0 0
GLOBUS MED INC CL A 379577208 1,665 56,214 SH   SOLE   56,214 0 0
GENTEX CORP COM 371901109 3,888 182,258 SH   SOLE   182,258 0 0
ALPHABET INC CAP STK CL A 02079K305 725 855 SH   SOLE   855 0 0
HERBALIFE LTD COM USD SHS G4412G101 3,501 60,213 SH   SOLE   60,213 0 0
BLOCK H & R INC COM 093671105 20,789 894,132 SH   SOLE   894,132 0 0
HUMANA INC COM 444859102 28,744 139,440 SH   SOLE   139,440 0 0
INTERDIGITAL INC COM 45867G101 20,675 239,577 SH   SOLE   239,577 0 0
INTERPUBLIC GROUP COS INC COM 460690100 15,224 619,610 SH   SOLE   619,610 0 0
KORN FERRY INTL COM NEW 500643200 1,777 56,436 SH   SOLE   56,436 0 0
KLA-TENCOR CORP COM 482480100 1,431 15,049 SH   SOLE   15,049 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 452 11,867 SH   SOLE   11,867 0 0
L BRANDS INC COM 501797104 229 4,869 SH   SOLE   4,869 0 0
MCKESSON CORP COM 58155Q103 1,831 12,349 SH   SOLE   12,349 0 0
MEREDITH CORP COM 589433101 3,888 60,193 SH   SOLE   60,193 0 0
INSPERITY INC COM 45778Q107 2,156 24,319 SH   SOLE   24,319 0 0
OMNICOM GROUP INC COM 681919106 2,109 24,459 SH   SOLE   24,459 0 0
ORACLE CORP COM 68389X105 15,700 351,949 SH   SOLE   351,949 0 0
QUALCOMM INC COM 747525103 833 14,536 SH   SOLE   14,536 0 0
ROBERT HALF INTL INC COM 770323103 2,914 59,683 SH   SOLE   59,683 0 0
SYNTEL INC COM 87162H103 1,978 117,542 SH   SOLE   117,542 0 0
TARO PHARMACEUTICAL INDS LTD SHS M8737E108 20,438 175,257 SH   SOLE   175,257 0 0
TIME WARNER INC COM NEW 887317303 927 9,492 SH   SOLE   9,492 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 259 1,915 SH   SOLE   1,915 0 0
VMWARE INC CL A COM 928563402 4,359 47,312 SH   SOLE   47,312 0 0
VERISIGN INC COM 92343E102 4,063 46,645 SH   SOLE   46,645 0 0
WEBMD HEALTH CORP COM 94770V102 843 16,001 SH   SOLE   16,001 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 16,490 117,611 SH   SOLE   117,611 0 0
WESTERN UN CO COM 959802109 635 31,208 SH   SOLE   31,208 0 0
XPERI CORP COM 98421B100 4,251 125,226 SH   SOLE   125,226 0 0