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 4,154 24,759 SH   SOLE   24,759 0 0
ADOBE SYS INC COM 00724F101 3,205 14,833 SH   SOLE   14,833 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 848 7,474 SH   SOLE   7,474 0 0
AUTODESK INC COM 052769106 531 4,230 SH   SOLE   4,230 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,122 15,808 SH   SOLE   15,808 0 0
ALBEMARLE CORP COM 012653101 6,456 69,610 SH   SOLE   69,610 0 0
ALTA MESA RES INC COM 02133L117 38 24,671 SH   SOLE   24,671 0 0
AMERICAN TOWER CORP COM 03027X100 7,658 52,689 SH   SOLE   52,689 0 0
AMAZON COM INC COM 023135106 964 666 SH   SOLE   666 0 0
AON PLC CL A G0408V102 12,994 92,597 SH   SOLE   92,597 0 0
ANADARKO PETE CORP COM 032511107 21,181 350,626 SH   SOLE   350,626 0 0
APTIV PLC SHS G6095L109 928 10,920 SH   SOLE   10,920 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 730 34,311 SH   SOLE   34,311 0 0
ARAMARK COM 03852U106 1,325 33,492 SH   SOLE   33,492 0 0
BANK AMER CORP COM 060505104 28,939 964,960 SH   SOLE   964,960 0 0
BB&T CORP COM 054937107 232 4,450 SH   SOLE   4,450 0 0
BROOKFIELD BUSINESS PARTNERS UNIT LTD LP COM G16234109 10,665 296,126 SH   SOLE   296,126 0 0
BOOKING HLDGS INC COM 09857L108 2,087 1,003 SH   SOLE   1,003 0 0
CATERPILLAR INC DEL COM 149123101 3,998 27,125 SH   SOLE   27,125 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 426 2,675 SH   SOLE   2,675 0 0
CROWN CASTLE INTL CORP COM 22822V101 5,075 46,298 SH   SOLE   46,298 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 6,591 359,203 SH   SOLE   359,203 0 0
CHURCH & DWIGHT INC COM 171340102 39,804 790,394 SH   SOLE   790,394 0 0
CONTINENTAL RESOURCES INC COM 212015101 14,597 247,622 SH   SOLE   247,622 0 0
CME GROUP INC CL A 12572Q105 225 1,390 SH   SOLE   1,390 0 0
CANADIAN NAT RES LTD COM 136385101 201 6,396 SH   SOLE   6,396 0 0
CANADIAN NATL RY CO COM 136375102 836 11,452 SH   SOLE   11,452 0 0
AMERICOLD RLTY TR COM 03064D108 10,893 570,933 SH   SOLE   570,933 0 0
CONOCOPHILLIPS COM 20825C104 2,574 43,416 SH   SOLE   43,416 0 0
CRESCENT PT ENERGY CORP COM 22576C101 425 62,500 SH   SOLE   62,500 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 357 4,430 SH   SOLE   4,430 0 0
CENOVUS ENERGY INC COM 15135U109 4,107 482,715 SH   SOLE   482,715 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 42,061 1,304,222 SH   SOLE   1,304,222 0 0
CYS INVTS INC COM 12673A108 396 59,000 SH   SOLE   59,000 0 0
SPDR DOW JONES INDL AVRG ETF ETF 78467X109 12,433 51,505 SH   SOLE   51,505 0 0
DISNEY WALT CO COM 254687106 12,577 125,223 SH   SOLE   125,223 0 0
DXC TECHNOLOGY CO COM 23355L106 1,956 19,461 SH   SOLE   19,461 0 0
EBAY INC COM 278642103 952 23,650 SH   SOLE   23,650 0 0
ENCANA CORP COM 292505104 4,356 396,020 SH   SOLE   396,020 0 0
ENERGEN CORP COM 29265N108 10,238 162,871 SH   SOLE   162,871 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 30,248 344,624 SH   SOLE   344,624 0 0
EOG RES INC COM 26875P101 19,063 181,089 SH   SOLE   181,089 0 0
EQT CORP COM 26884L109 7,897 166,223 SH   SOLE   166,223 0 0
ENERPLUS CORP COM 292766102 8,868 789,114 SH   SOLE   789,114 0 0
ELBIT SYS LTD COM M3760D101 717 5,895 SH   SOLE   5,895 0 0
ESSENT GROUP LTD COM G3198U102 215 5,053 SH   SOLE   5,053 0 0
DIAMONDBACK ENERGY INC COM 25278X109 10,712 84,669 SH   SOLE   84,669 0 0
FACEBOOK INC CL A 30303M102 331 2,072 SH   SOLE   2,072 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 785 34,011 SH   SOLE   34,011 0 0
FEDEX CORP COM 31428X106 19,923 82,975 SH   SOLE   82,975 0 0
FIRSTSERVICE CORP COM 33767E103 6,775 92,530 SH   SOLE   92,530 0 0
FORTIVE CORP COM 34959J108 25,187 324,908 SH   SOLE   324,908 0 0
GODADDY INC CL A 380237107 550 8,950 SH   SOLE   8,950 0 0
ALPHABET INC CL A 02079K305 5,026 4,846 SH   SOLE   4,846 0 0
HALLIBURTON CO COM 406216101 5,760 122,704 SH   SOLE   122,704 0 0
WARRIOR MET COAL INC COM 93627C101 47,935 1,711,354 SH   SOLE   1,711,354 0 0
HEWLETT PACKARD ENTERPRISE COM 42824C109 696 39,700 SH   SOLE   39,700 0 0
IDEXX LABS INC COM 45168D104 7,693 40,197 SH   SOLE   40,197 0 0
INTEL CORP COM 458140100 1,904 36,552 SH   SOLE   36,552 0 0
SOCIAL CAP HEDOSOPHIA HLDGS CL A G8250R103 251 24,999 SH   SOLE   24,999 0 0
ISHARES TR U.S. REAL ES ETF ETF 464287739 8,468 112,205 SH   SOLE   112,205 0 0
KRAFT HEINZ CO COM 500754106 1,214 19,487 SH   SOLE   19,487 0 0
LAMAR ADVERTISING CO CL A 512816109 34,843 547,325 SH   SOLE   547,325 0 0
LPL FINL HLDGS INC COM 50212V100 316 5,181 SH   SOLE   5,181 0 0
LOUISIANA PAC CORP COM 546347105 549 19,071 SH   SOLE   19,071 0 0
LAM RESEARCH CORP COM 512807108 1,882 9,265 SH   SOLE   9,265 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,635 49,299 SH   SOLE   49,299 0 0
MOODYS CORP COM 615369105 4,193 25,998 SH   SOLE   25,998 0 0
RAMACO RES INC COM 75134P303 470 65,365 SH   SOLE   65,365 0 0
MCCORMICK & CO INC COM 579780206 257 2,419 SH   SOLE   2,419 0 0
MICROSOFT CORP COM 594918104 19,719 216,050 SH   SOLE   216,050 0 0
MADISON SQUARE GARDEN CO CL A 55825T103 15,315 62,305 SH   SOLE   62,305 0 0
NATHANS FAMOUS INC COM 632347100 3,660 49,521 SH   SOLE   49,521 0 0
NOMAD FOODS LTD SHS G6564A105 1,279 81,247 SH   SOLE   81,247 0 0
SERVICENOW INC COM 81762P102 6,114 36,951 SH   SOLE   36,951 0 0
NVR INC COM 62944T105 1,574 562 SH   SOLE   562 0 0
NEWELL BRANDS COM 651229106 752 29,530 SH   SOLE   29,530 0 0
REALTY INCOME CORP COM 756109104 229 4,430 SH   SOLE   4,430 0 0
ON DECK CAP INC COM 682163100 60 10,650 SH   SOLE   10,650 0 0
ORACLE CORP COM 68389X105 1,150 25,135 SH   SOLE   25,135 0 0
PAYCOM SOFTWARE INC COM 70432V102 3,299 30,719 SH   SOLE   30,719 0 0
PLANET FITNESS INC CL A 72703H101 45,913 1,215,584 SH   SOLE   1,215,584 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 411 40,240 SH   SOLE   40,240 0 0
POOL CORPORATION COM 73278L105 8,713 59,590 SH   SOLE   59,590 0 0
POST HLDGS INC COM 737446104 1,583 20,893 SH   SOLE   20,893 0 0
PEMBINA PIPELINE CORP COM 706327103 349 11,194 SH   SOLE   11,194 0 0
PAYPAL HLDGS INC COM 70450Y103 5,376 70,861 SH   SOLE   70,861 0 0
PAPA JOHNS INTL INC COM 698813102 1,174 20,494 SH   SOLE   20,494 0 0
QUALM INC COM 747525103 1,484 26,782 SH   SOLE   26,782 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 36,085 633,959 SH   SOLE   633,959 0 0
ROPER TECHNOLOGIES INC COM 776696106 43,858 156,252 SH   SOLE   156,252 0 0
RSP PERMIAN INC COM 74978Q105 7,878 168,049 SH   SOLE   168,049 0 0
SBA MUNICATIONS CORP CL A 78410G104 5,200 30,424 SH   SOLE   30,424 0 0
SHERWIN WILLIAMS CO COM 824348106 8,390 21,396 SH   SOLE   21,396 0 0
SVB FINL GROUP COM 78486Q101 223 930 SH   SOLE   930 0 0
SIX FLAGS ENTMT CORP COM 83001A102 11,975 192,333 SH   SOLE   192,333 0 0
SHAW MUNICATIONS INC CL B 82028K200 1,444 75,000 SH   SOLE   75,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 6,330 118,011 SH   SOLE   118,011 0 0
SUN CMNTYS INC COM 866674104 44,064 482,258 SH   SOLE   482,258 0 0
TRIUMPH BANCORP INC COM 89679E300 216 5,254 SH   SOLE   5,254 0 0
ATLASSIAN CORP PLC CL A G06242104 1,699 31,510 SH   SOLE   31,510 0 0
TECK RESOURCES LTD CL B 878742204 38,381 1,491,515 SH   SOLE   1,491,515 0 0
THOR INDS INC COM 885160101 9,678 84,036 SH   SOLE   84,036 0 0
TPG PACE HLDGS CORP CL A G89827128 129 13,198 SH   SOLE   13,198 0 0
UMH PPTYS INC COM 903002103 3,263 243,300 SH   SOLE   243,300 0 0
UNITI GROUP INC COM 91325V108 1,270 78,140 SH   SOLE   78,140 0 0
US FOODS HLDG CORP COM 912008109 10,925 333,398 SH   SOLE   333,398 0 0
VISA INC CL A 92826C839 12,711 106,264 SH   SOLE   106,264 0 0
VERISK ANALYTICS INC COM 92345Y106 724 6,965 SH   SOLE   6,965 0 0
WASTE CONNECTIONS INC COM 94106B101 7,063 98,446 SH   SOLE   98,446 0 0
WORKDAY INC CL A 98138H101 3,267 25,705 SH   SOLE   25,705 0 0
WD-40 CO COM 929236107 3,295 25,020 SH   SOLE   25,020 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 12,499 82,125 SH   SOLE   82,125 0 0
WPX ENERGY INC COM 98212B103 14,746 997,695 SH   SOLE   997,695 0 0
WEYERHAEUSER CO COM 962166104 4,157 118,784 SH   SOLE   118,784 0 0
ZTO EXPRESS CAYMAN INC COM 98980A105 976 65,105 SH   SOLE   65,105 0 0