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
8POINT3 ENERGY PARTNERS LP COM 282539105 994 81,805 SH   SOLE NA 81,805 0 0
ALLERGAN PLC COM G0177J108 3,120 18,540 SH   SOLE NA 18,540 0 0
ALMOST FAMILY INC COM 020409108 496 8,813 SH   SOLE NA 8,813 0 0
AMERICAN EXPRESS CO COM 025816109 263 2,805 SH   SOLE NA 2,805 0 0
AMERICAN NATIONAL INSURANCE COM 028591105 1,335 11,415 SH   SOLE NA 11,415 0 0
AMGEN INC COM 031162100 11,048 64,803 SH   SOLE NA 64,803 0 0
AVALON HOLDINGS CORP-A CL A 05343P109 29 13,221 SH   SOLE NA 13,221 0 0
BANK OF AMERICA CORP COM 060505104 287 9,578 SH   SOLE NA 9,578 0 0
BANKFINANCIAL CORP COM 06643P104 963 56,729 SH   SOLE NA 56,729 0 0
BERKSHIRE HATHAWAY INC-CL B CL B 084670702 634 3,175 SH   SOLE NA 3,175 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107 226 5,943 SH   SOLE NA 5,943 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 681 10,770 SH   SOLE NA 10,770 0 0
CARS.COM INC COM 14575E105 307 10,848 SH   SOLE NA 10,848 0 0
CBS CORP CL B CL B 124857202 2,958 57,555 SH   SOLE NA 57,555 0 0
CHARTER COMMUNICATIONS INC-A CL A 16119P108 4,991 16,036 SH   SOLE NA 16,036 0 0
CME GROUP INC COM 12572Q105 884 5,480 SH   SOLE NA 5,480 0 0
COMCAST CORP CL A CL A 20030N101 12,146 355,558 SH   SOLE NA 355,558 0 0
DELUXE CORP COM 248019101 1,839 24,850 SH   SOLE NA 24,850 0 0
DISH NETWORK CORP - A CL A 25470M109 3,418 90,217 SH   SOLE NA 90,217 0 0
EW SCRIPPS CO CL A 811054402 661 55,095 SH   SOLE NA 55,095 0 0
FIRST SAVINGS FINANCIAL GRP COM 33621E109 1,864 26,817 SH   SOLE NA 26,817 0 0
FNB BANCORP COM 302515101 328 8,920 SH   SOLE NA 8,920 0 0
FULL HOUSE RESORTS INC COM 359678109 277 86,235 SH   SOLE NA 86,235 0 0
GARMIN LTD COM H2906T109 1,982 33,640 SH   SOLE NA 33,640 0 0
H and R BLOCK INC COM 093671105 1,617 63,619 SH   SOLE NA 63,619 0 0
HANOVER INSURANCE GROUP INC COM 410867105 2,397 20,330 SH   SOLE NA 20,330 0 0
HOMETRUST BANCSHARES INC COM 437872104 845 32,453 SH   SOLE NA 32,453 0 0
ICAHN ENTERPRISES LP COM 451100101 1,660 29,111 SH   SOLE NA 29,111 0 0
INNOSPEC INC COM 45768S105 1,791 26,106 SH   SOLE NA 26,106 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 548 7,550 SH   SOLE NA 7,550 0 0
INTERNATIONAL GAME TECHNOLOG COM G4863A108 291 10,904 SH   SOLE NA 10,904 0 0
INTL BUSINESS MACHINES CORP COM 459200101 1,350 8,797 SH   SOLE NA 8,797 0 0
JM SMUCKER CO/THE COM 832696405 228 1,836 SH   SOLE NA 1,836 0 0
JPMORGAN CHASE and CO COM 46625H100 739 6,722 SH   SOLE NA 6,722 0 0
LEE ENTERPRISES COM 523768109 82 42,275 SH   SOLE NA 42,275 0 0
M/I HOMES INC COM 55305B101 321 10,070 SH   SOLE NA 10,070 0 0
MASTERCARD INC - A CL A 57636Q104 1,165 6,650 SH   SOLE NA 6,650 0 0
MEDTRONIC PLC COM G5960L103 5,418 67,550 SH   SOLE NA 67,550 0 0
MERCANTILE BANK CORP COM 587376104 698 20,980 SH   SOLE NA 20,980 0 0
MERCK and CO. INC. COM 58933Y105 5,755 105,648 SH   SOLE NA 105,648 0 0
MEREDITH CORP COM 589433101 1,776 33,015 SH   SOLE NA 33,015 0 0
MICROSOFT CORP COM 594918104 3,479 38,113 SH   SOLE NA 38,113 0 0
MOODYS CORP COM 615369105 13,056 80,970 SH   SOLE NA 80,970 0 0
NASDAQ INC COM 631103108 4,108 47,645 SH   SOLE NA 47,645 0 0
NATURES SUNSHINE PRODS INC COM 639027101 565 51,373 SH   SOLE NA 51,373 0 0
NOVARTIS AG-SPONSORED ADR ADR 66987V109 311 3,850 SH   SOLE NA 3,850 0 0
NOVO-NORDISK A/S-SPONS ADR ADR 670100205 2,558 51,940 SH   SOLE NA 51,940 0 0
PFIZER INC COM 717081103 7,203 202,905 SH   SOLE NA 202,905 0 0
PITNEY BOWES INC COM 724479100 277 25,445 SH   SOLE NA 25,445 0 0
POLARIS INDUSTRIES INC COM 731068102 5,482 47,861 SH   SOLE NA 47,861 0 0
S and P GLOBAL INC COM 78409V104 20,696 108,640 SH   SOLE NA 108,640 0 0
SCHOLASTIC CORP CL P 807066105 585 15,051 SH   SOLE NA 15,051 0 0
SERVICE CORP INTERNATIONAL COM 817565104 756 20,039 SH   SOLE NA 20,039 0 0
SYNCHRONY FINANCIAL COM 87165B103 893 26,647 SH   SOLE NA 26,647 0 0
TEGNA INC COM 87901J105 372 32,620 SH   SOLE NA 32,620 0 0
TIME WARNER INC COM 887317303 8,072 85,277 SH   SOLE NA 85,277 0 0
VALEANT PHARMACEUTICALS INTE COM 91911K102 1,243 78,051 SH   SOLE NA 78,051 0 0
VIACOM INC-CLASS B CL B 92553P201 1,067 34,355 SH   SOLE NA 34,355 0 0
VISA INC-CLASS A SHARES CL A 92826C839 936 7,825 SH   SOLE NA 7,825 0 0
WALT DISNEY CO COM 254687106 11,897 118,450 SH   SOLE NA 118,450 0 0
WELLS FARGO and CO COM 949746101 1,475 28,135 SH   SOLE NA 28,135 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,082 19,090 SH   SOLE NA 19,090 0 0