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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579y101 8,354 61,201 SH   SOLE   59,776 0 1,425
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524a108 66,223 1,500,976 SH   SOLE   864,226 0 636,750
ABBOTT LABS COM 002824100 276 3,492 SH   SOLE   3,492 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 114,996 1,944,464 SH   SOLE   1,693,424 0 251,040
ALPHABET INC CAP STK CL A 02079k305 302 260 SH   SOLE   260 0 0
ALPHABET INC CAP STK CL C 02079K107 497 427 SH   SOLE   277 0 150
AMAZON COM INC COM 023135106 901 462 SH   SOLE   337 0 125
AMERICAN EXPRESS CO COM 025816109 33,081 386,411 SH   SOLE   277,886 0 108,525
APPLE INC COM 037833100 1,848 7,268 SH   SOLE   6,268 0 1,000
ARTISAN PARTNERS ASSET MGMT CL A 04316a108 65,304 3,038,816 SH   SOLE   2,948,043 0 90,773
BAIDU INC SPON ADR REP A 056752108 947 9,400 SH   SOLE   9,400 0 0
BAIDU INC SPON ADR REP A 056752108 1,713 17,000 SH Call SOLE   0 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 336 1,838 SH   SOLE   1,788 0 50
BLACKSTONE MTG TR INC COM CL A 09257w100 652 35,000 SH   SOLE   35,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133t103 47,424 500,099 SH   SOLE   460,704 0 39,395
BROWN & BROWN INC COM 115236101 134,357 3,709,463 SH   SOLE   3,411,313 0 298,150
CAPITAL ONE FINL CORP COM 14040h105 19,202 380,833 SH   SOLE   247,833 0 133,000
CDK GLOBAL INC COM 12508e101 143,689 4,374,093 SH   SOLE   4,055,729 0 318,364
C H ROBINSON WORLDWIDE INC COM NEW 12541w209 80,152 1,210,756 SH   SOLE   1,067,544 0 143,212
CHANGE HEALTHCARE INC COM 15912k100 149,853 15,000,334 SH   SOLE   13,901,784 0 1,098,550
CISCO SYS INC COM 17275r102 3,162 80,450 SH   SOLE   79,450 0 1,000
CNX MIDSTREAM PARTNERS LP COM UNIT REPST 12654a101 88 10,878 SH   SOLE   10,878 0 0
COSTCO WHSL CORP NEW COM 22160K105 298 1,044 SH   SOLE   1,044 0 0
CVS HEALTH CORP COM 126650100 238 4,012 SH   SOLE   4,012 0 0
DANAHER CORPORATION COM 235851102 202 1,456 SH   SOLE   1,456 0 0
DAVITA INC COM 23918k108 529 6,954 SH   SOLE   6,954 0 0
DEXCOM INC COM 252131107 269 1,000 SH   SOLE   1,000 0 0
DIAGEO P L C SPON ADR NEW 25243q205 22,339 175,731 SH   SOLE   123,231 0 52,500
DISNEY WALT CO COM DISNEY 254687106 7,965 82,456 SH   SOLE   61,121 0 21,335
DTE ENERGY CO COM 233331107 473 4,976 SH   SOLE   4,976 0 0
ENERPAC TOOL GROUP CORP CL A COM 292765104 69,217 4,182,304 SH   SOLE   4,056,730 0 125,574
ENTERPRISE PRODS PARTNERS L COM 293792107 1,716 120,000 SH   SOLE   120,000 0 0
ETF MANAGERS TR PRIME CYBR SCRTY 26924g201 332 9,300 SH   SOLE   9,300 0 0
FEDEX CORP COM 31428x106 65,266 538,229 SH   SOLE   320,629 0 217,600
FORD MTR CO DEL COM 345370860 276 57,060 SH   SOLE   57,060 0 0
FRANKLIN RESOURCES INC COM 354613101 115,275 6,906,835 SH   SOLE   5,942,935 0 963,900
GENERAL ELECTRIC CO COM 369604103 42,398 5,339,823 SH   SOLE   3,235,523 0 2,104,300
HILLENBRAND INC COM 431571108 109,597 5,735,075 SH   SOLE   5,568,275 0 166,800
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107 982 70,000 SH   SOLE   70,000 0 0
HOME DEPOT INC COM 437076102 494 2,646 SH   SOLE   2,396 0 250
INTERNATIONAL BUSINESS MACHS COM 459200101 961 8,662 SH   SOLE   8,287 0 375
INTUITIVE SURGICAL INC COM NEW 46120e602 255 515 SH   SOLE   515 0 0
WILEY JOHN & SONS INC CL A 968223206 83,625 2,230,590 SH   SOLE   2,163,590 0 67,000
JOHNSON & JOHNSON COM 478160104 675 5,149 SH   SOLE   4,474 0 675
LABORATORY CORP AMER HLDGS COM NEW 50540r409 234 1,850 SH   SOLE   1,850 0 0
LANDSTAR SYS INC COM 515098101 46,469 484,760 SH   SOLE   470,484 0 14,276
LANNET INC COM 516012101 72 10,350 SH   SOLE   10,350 0 0
LEVEL ONE BANCORP INC COM 52730d208 781 43,412 SH   SOLE   43,412 0 0
LPL FINL HLDGS INC COM 50212v100 118,488 2,176,889 SH   SOLE   2,029,271 0 147,618
MACKINAC FINL CORP COM 554571109 2,401 229,777 SH   SOLE   18,035 0 211,742
MASTERCARD INC CL A 57636q104 13,131 54,360 SH   SOLE   27,100 0 27,260
MATTHEWS INTL CORP CL A 577128101 37,201 1,537,853 SH   SOLE   1,491,928 0 45,925
MCDONALDS CORP COM 580135101 1,010 6,108 SH   SOLE   6,108 0 0
MCKESSON CORP COM 58155q103 7,156 52,905 SH   SOLE   52,360 0 545
META FINL GROUP INC COM 59100u108 494 22,755 SH   SOLE   22,755 0 0
MICROSOFT CORP COM 594918104 28,092 178,128 SH   SOLE   115,808 0 62,320
MID AMER APT CMNTYS INC COM 59522j103 18,545 180,000 SH   SOLE   180,000 0 0
MOLSON COORS BEVERAGE CO CL B 60871r209 162,062 4,154,363 SH   SOLE   3,740,780 0 413,583
MPLX LP COM UNIT REP LTD 55336v100 581 50,000 SH   SOLE   50,000 0 0
NIELSEN HLDGS PLC SHS EUR g6518L108 223,526 17,825,064 SH   SOLE   15,602,864 0 2,222,200
OLD NATL BANCORP IND COM 680033107 493 37,353 SH   SOLE   37,353 0 0
ORACLE CORP COM 68389x105 297 6,143 SH   SOLE   6,143 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103h107 230 765 SH   SOLE   765 0 0
PAYCHEX INC COM 704326107 11,535 183,330 SH   SOLE   140,030 0 43,300
PEPSICO INC COM 713448108 24,671 205,417 SH   SOLE   139,482 0 65,935
POST HLDGS INC COM 737446104 83,416 1,005,375 SH   SOLE   931,025 0 74,350
PROCTER & GAMBLE CO COM 742718109 13,490 122,636 SH   SOLE   85,311 0 37,325
SABRE CORP COM 78573m104 68,989 11,633,875 SH   SOLE   10,762,125 0 871,750
SCHWAB CHARLES CORP COM 808513105 29,326 872,288 SH   SOLE   500,763 0 371,525
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 123 5,969 SH   SOLE   5,969 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 85 3,289 SH   SOLE   3,289 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 51 982 SH   SOLE   982 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 288 6,397 SH   SOLE   6,128 0 269
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 28 627 SH   SOLE   369 0 258
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 172 2,838 SH   SOLE   2,838 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 41 717 SH   SOLE   717 0 0
SMILEDIRECTCLUB INC CL A COM 83192h106 215 45,977 SH   SOLE   45,977 0 0
SOUTHERN CO COM 842587107 573 10,580 SH   SOLE   10,580 0 0
SPDR GOLD TRUST GOLD SHS 78463v107 476 3,212 SH   SOLE   3,212 0 0
SPDR S&P 500 ETF TR TR UNIT 78462f103 460 1,784 SH   SOLE   1,784 0 0
STARWOOD PPTY TR INC COM 85571b105 513 50,000 SH   SOLE   50,000 0 0
STERICYCLE INC COM 858912108 198,481 4,085,647 SH   SOLE   3,778,022 0 307,625
STRYKER CORP COM 863667101 439 2,636 SH   SOLE   2,136 0 500
SYSCO CORP COM 871829107 136,991 3,002,203 SH   SOLE   2,429,301 0 572,902
TEXAS INSTRS INC COM 882508104 513 5,132 SH   SOLE   5,132 0 0
TREVENA INC COM 89532e109 16 28,000 SH   SOLE   8,000 0 20,000
UNITED PARCEL SERVICE INC CL B 911312106 21,503 230,176 SH   SOLE   158,076 0 72,100
US BANCORP DEL COM NEW 902973304 15,970 463,562 SH   SOLE   316,537 0 147,025
US ECOLOGY INC COM 91734m103 13,231 435,221 SH   SOLE   422,834 0 12,387
US FOODS HLDG CORP COM 912008109 19,238 1,086,303 SH   SOLE   1,052,971 0 33,332
VANGUARD INDEX FDS MID CAP ETF 922908629 1,134 8,617 SH   SOLE   8,617 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,463 10,400 SH   SOLE   10,400 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 717 6,212 SH   SOLE   6,212 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 50 564 SH   SOLE   564 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 110 850 SH   SOLE   850 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 761 22,688 SH   SOLE   22,688 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 15 338 SH   SOLE   338 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1,151 34,513 SH   SOLE   34,513 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873 1,682 18,496 SH   SOLE   18,496 0 0
VISA INC COM CL A 92826C839 303 1,883 SH   SOLE   1,483 0 400
WATERS CORP COM 941848103 42,786 235,025 SH   SOLE   227,655 0 7,370
WESTERN UN CO COM 959802109 156,521 8,633,265 SH   SOLE   7,570,690 0 1,062,575
WILLIS TOWERS WATSON PLC LTD SHS g96629103 184,721 1,087,552 SH   SOLE   953,221 0 134,331