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
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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   7,012,992 83,488 SH   SOLE 0 83,488 0 0
GLOBAL PMTS INC COM Stock 37940X102   8,242,902 82,993 SH   SOLE 0 82,993 0 0
FLEETCOR TECHNOLOGIES INC COM Stock 339041105   8,646,001 47,071 SH   SOLE 0 47,071 0 0
LKQ CORP COM Stock 501889208   9,402,530 176,044 SH   SOLE 0 176,044 0 0
VANGUARD EXTENDED MARKET ETF ETF 922908652   338,651 2,549 SH   SOLE 0 2,548 0 0
ROYAL DUTCH SHELL PLC-ADR ADR 780259305   215,556 3,785 SH   SOLE 0 3,785 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   1,187,254 3,105 SH   SOLE 0 3,104 0 0
ACI WORLDWIDE INC COM Stock 004498101   9,038,908 392,996 SH   SOLE 0 392,996 0 0
COGNIZANT TECH SOLUTIONS CORP Stock 192446102   9,868,528 172,557 SH   SOLE 0 172,556 0 0
VERIZON COMMUNICATIONS Stock 92343V104   8,051,448 204,351 SH   SOLE 0 204,351 0 0
PULTE GROUP INC COM Stock 745867101   10,121,654 222,307 SH   SOLE 0 222,307 0 0
SCHNEIDER NATIONAL INC CL B Stock 80689H102   9,855,561 421,178 SH   SOLE 0 421,177 0 0
BP PLC SPONSORED ADR ADR 055622104   488,321 13,980 SH   SOLE 0 13,980 0 0
SPDR PORTFOLIO S&P 400 MID CAP ETF ETF 78464A847   2,181,038 51,319 SH   SOLE 0 51,318 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   386,743 1,252 SH   SOLE 0 1,252 0 0
VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409   26,470,407 352,047 SH   SOLE 0 352,046 0 0
SENSATA TECHNOLOGIES HLDG PLC SHS Stock G8060N102   8,535,292 211,374 SH   SOLE 0 211,374 0 0
SCHLUMBERGER LTD COM STK Stock 806857108   10,442,021 195,324 SH   SOLE 0 195,323 0 0
PROSPECT CAP CORP 6.375 03/01/2025 Convertible 74348TAT9   85,682 86,000 SH   SOLE 0 86,000 0 0
REVOLVE GROUP INC CL A Stock 76156B107   9,060,176 407,016 SH   SOLE 0 407,016 0 0
DESIGNER BRANDS INC CL A Stock 250565108   8,652,594 884,723 SH   SOLE 0 884,723 0 0
PHILLIPS 66 Stock 718546104   396,857 3,813 SH   SOLE 0 3,813 0 0
SPROUTS FMRS MKT INC COM Stock 85208M102   10,622,539 328,160 SH   SOLE 0 328,160 0 0
INGREDION INC COM Stock 457187102   10,736,527 109,635 SH   SOLE 0 109,634 0 0
NVIDIA CORPORATION COM Stock 67066G104   10,830,010 74,107 SH   SOLE 0 74,107 0 0
WESTERN DIGITAL CORP. COM Stock 958102105   8,520,330 270,058 SH   SOLE 0 270,058 0 0
PTC INC COM Stock 69370C100   10,968,895 91,377 SH   SOLE 0 91,377 0 0
ABM INDS INC COM Stock 000957100   10,044,573 226,127 SH   SOLE 0 226,127 0 0
INDEPENDENT BANK GROUP INC COM Stock 45384B106   325,393 5,416 SH   SOLE 0 5,416 0 0
SPDR S&P REGIONAL BANKING ETF ETF 78464A698   13,747,645 234,042 SH   SOLE 0 234,042 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A Stock 72651A207   11,112,674 893,302 SH   SOLE 0 893,301 0 0
SPDR PORTFOLIO S&P 600 SMALL CAP ETF ETF 78468R853   2,270,013 61,401 SH   SOLE 0 61,401 0 0
ESSENT GROUP LTD Stock G3198U102   9,432,654 242,609 SH   SOLE 0 242,609 0 0
ISHARES S&P 500 INDEX ETF 464287200   205,552 535 SH   SOLE 0 535 0 0
CHEVRON CORPORATION Stock 166764100   215,403 1,200 SH   SOLE 0 1,200 0 0
CONOCOPHILLIPS COM Stock 20825C104   644,280 5,460 SH   SOLE 0 5,460 0 0
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF ETF 78464A805   532,193 11,254 SH   SOLE 0 11,253 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   7,365,389 83,009 SH   SOLE 0 83,009 0 0
APPLIED MATERIALS INC Stock 038222105   10,312,504 105,900 SH   SOLE 0 105,899 0 0
CANADIAN NATIONAL RAILWAY CO Stock 136375102   237,522 1,998 SH   SOLE 0 1,998 0 0
SPDR PORTFOLIO S&P 500 ETF ETF 78464A854   3,257,305 72,417 SH   SOLE 0 72,416 0 0
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF ETF 46138J866   6,248,959 297,853 SH   SOLE 0 297,853 0 0
NATIONAL RETAIL PROPERTIES INC COM REIT 637417106   10,323,970 225,611 SH   SOLE 0 225,611 0 0
EXXON MOBIL CORP Stock 30231G102   1,976,131 17,916 SH   SOLE 0 17,915 0 0
PATTERSON COS INC COM Stock 703395103   9,560,353 341,076 SH   SOLE 0 341,075 0 0
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 78463X889   18,920,490 637,268 SH   SOLE 0 637,268 0 0