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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON.COM Stock 023135106   12,136,255 93,098 SH   SOLE 0 93,098 0 0
GLOBAL PMTS INC COM Stock 37940X102   8,994,583 91,297 SH   SOLE 0 91,297 0 0
FLEETCOR TECHNOLOGIES INC COM Stock 339041105   12,301,916 48,996 SH   SOLE 0 48,996 0 0
LKQ CORP COM Stock 501889208   10,834,008 185,928 SH   SOLE 0 185,927 0 0
VANGUARD TOTAL STK MKT ETF 922908769   200,436 910 SH   SOLE 0 909 0 0
VANGUARD EXTENDED MARKET ETF ETF 922908652   257,327 1,729 SH   SOLE 0 1,729 0 0
ROYAL DUTCH SHELL PLC-ADR ADR 780259305   218,938 3,626 SH   SOLE 0 3,626 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   1,362,864 3,075 SH   SOLE 0 3,074 0 0
ACI WORLDWIDE INC COM Stock 004498101   9,562,410 412,707 SH   SOLE 0 412,706 0 0
COGNIZANT TECH SOLUTIONS CORP Stock 192446102   11,747,841 179,961 SH   SOLE 0 179,960 0 0
VERIZON COMMUNICATIONS Stock 92343V104   8,503,437 228,648 SH   SOLE 0 228,648 0 0
PULTE GROUP INC COM Stock 745867101   11,794,721 151,837 SH   SOLE 0 151,837 0 0
SCHNEIDER NATIONAL INC CL B Stock 80689H102   12,237,753 426,106 SH   SOLE 0 426,105 0 0
BP PLC SPONSORED ADR ADR 055622104   475,603 13,477 SH   SOLE 0 13,477 0 0
SPDR PORTFOLIO S&P 400 MID CAP ETF ETF 78464A847   2,337,506 50,937 SH   SOLE 0 50,937 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   426,932 1,252 SH   SOLE 0 1,252 0 0
VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409   22,170,229 293,025 SH   SOLE 0 293,025 0 0
SENSATA TECHNOLOGIES HLDG PLC SHS Stock G8060N102   10,024,343 222,813 SH   SOLE 0 222,812 0 0
SCHLUMBERGER LTD COM STK Stock 806857108   10,137,708 206,387 SH   SOLE 0 206,386 0 0
PROSPECT CAP CORP 6.375 03/01/2025 Convertible 74348TAT9   84,681 86,000 SH   SOLE 0 86,000 0 0
REVOLVE GROUP INC CL A Stock 76156B107   7,151,925 436,093 SH   SOLE 0 436,093 0 0
DESIGNER BRANDS INC CL A Stock 250565108   10,394,751 1,029,183 SH   SOLE 0 1,029,183 0 0
PHILLIPS 66 Stock 718546104   363,684 3,813 SH   SOLE 0 3,813 0 0
INGREDION INC COM Stock 457187102   11,399,625 107,594 SH   SOLE 0 107,594 0 0
WESTERN DIGITAL CORP. COM Stock 958102105   10,673,199 281,392 SH   SOLE 0 281,392 0 0
PTC INC COM Stock 69370C100   12,653,387 88,921 SH   SOLE 0 88,920 0 0
ABM INDS INC COM Stock 000957100   10,002,500 234,525 SH   SOLE 0 234,525 0 0
SPDR S&P REGIONAL BANKING ETF ETF 78464A698   12,171,510 298,102 SH   SOLE 0 298,102 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A Stock 72651A207   12,762,160 860,564 SH   SOLE 0 860,563 0 0
SPDR PORTFOLIO S&P 600 SMALL CAP ETF ETF 78468R853   2,404,597 61,910 SH   SOLE 0 61,910 0 0
ESSENT GROUP LTD Stock G3198U102   11,833,081 252,844 SH   SOLE 0 252,843 0 0
ISHARES S&P 500 INDEX ETF 464287200   238,455 535 SH   SOLE 0 535 0 0
THE CIGNA GROUP COM Stock 125523100   11,455,625 40,825 SH   SOLE 0 40,825 0 0
CONOCOPHILLIPS COM Stock 20825C104   483,133 4,663 SH   SOLE 0 4,663 0 0
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF ETF 78464A805   602,941 11,075 SH   SOLE 0 11,075 0 0
PFIZER INC COM Stock 717081103   8,891,382 242,404 SH   SOLE 0 242,404 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   10,791,129 89,205 SH   SOLE 0 89,205 0 0
TYSON FOODS INC CL A Stock 902494103   8,847,238 173,339 SH   SOLE 0 173,339 0 0
CANADIAN NATIONAL RAILWAY CO Stock 136375102   241,898 1,998 SH   SOLE 0 1,998 0 0
SPDR PORTFOLIO S&P 500 ETF ETF 78464A854   3,760,896 72,172 SH   SOLE 0 72,172 0 0
NNN REIT INC COM REIT 637417106   10,017,693 234,113 SH   SOLE 0 234,112 0 0
EXXON MOBIL CORP Stock 30231G102   1,817,777 16,949 SH   SOLE 0 16,948 0 0
PATTERSON COS INC COM Stock 703395103   11,916,546 358,285 SH   SOLE 0 358,284 0 0
SCHWAB CHARLES CORP COM Stock 808513105   10,563,748 186,375 SH   SOLE 0 186,375 0 0
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 78463X889   21,648,831 665,299 SH   SOLE 0 665,299 0 0
LUMENTUM HLDGS INC COM Stock 55024U109   11,990,963 211,369 SH   SOLE 0 211,369 0 0