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  <infoTable>
    <nameOfIssuer>ISHARES TR</nameOfIssuer>
    <titleOfClass>RUS 1000 VAL ETF</titleOfClass>
    <cusip>464287598</cusip>
    <value>227</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1977</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1977</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SPDR S&amp;P 500 ETF TR</nameOfIssuer>
    <titleOfClass>TR UNIT</titleOfClass>
    <cusip>78462F103</cusip>
    <value>368</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1561</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1150</Sole>
      <Shared>0</Shared>
      <None>411</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BERKSHIRE HATHAWAY INC DEL</nameOfIssuer>
    <titleOfClass>CL B NEW</titleOfClass>
    <cusip>084670702</cusip>
    <value>2505</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15031</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13220</Sole>
      <Shared>0</Shared>
      <None>1811</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>COHERENT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>192479103</cusip>
    <value>4241</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20625</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>18685</Sole>
      <Shared>0</Shared>
      <None>1940</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>AMGEN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>031162100</cusip>
    <value>1927</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11746</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10487</Sole>
      <Shared>0</Shared>
      <None>1259</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ABBOTT LABS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>002824100</cusip>
    <value>1298</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29237</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>27090</Sole>
      <Shared>0</Shared>
      <None>2147</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>EBAY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>278642103</cusip>
    <value>2029</value>
    <shrsOrPrnAmt>
      <sshPrnamt>60436</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>53714</Sole>
      <Shared>0</Shared>
      <None>6722</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ORACLE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>68389X105</cusip>
    <value>1605</value>
    <shrsOrPrnAmt>
      <sshPrnamt>35981</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>32290</Sole>
      <Shared>0</Shared>
      <None>3691</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>478160104</cusip>
    <value>5720</value>
    <shrsOrPrnAmt>
      <sshPrnamt>45927</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40092</Sole>
      <Shared>0</Shared>
      <None>5835</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>PFIZER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>717081103</cusip>
    <value>4400</value>
    <shrsOrPrnAmt>
      <sshPrnamt>128619</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>111770</Sole>
      <Shared>0</Shared>
      <None>16849</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AT&amp;T INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00206R102</cusip>
    <value>5320</value>
    <shrsOrPrnAmt>
      <sshPrnamt>128029</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>111144</Sole>
      <Shared>0</Shared>
      <None>16885</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MOLSON COORS BREWING CO</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>60871R209</cusip>
    <value>1470</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15354</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
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    <votingAuthority>
      <Sole>13559</Sole>
      <Shared>0</Shared>
      <None>1795</None>
    </votingAuthority>
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    <nameOfIssuer>CISCO SYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>17275R102</cusip>
    <value>5243</value>
    <shrsOrPrnAmt>
      <sshPrnamt>155110</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>135000</Sole>
      <Shared>0</Shared>
      <None>20110</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>STRYKER CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>863667101</cusip>
    <value>2267</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17222</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15581</Sole>
      <Shared>0</Shared>
      <None>1641</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TIME WARNER INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>887317303</cusip>
    <value>2041</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20891</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>18579</Sole>
      <Shared>0</Shared>
      <None>2312</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30231G102</cusip>
    <value>1433</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17473</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15701</Sole>
      <Shared>0</Shared>
      <None>1772</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CVS HEALTH CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>126650100</cusip>
    <value>1249</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15911</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>14091</Sole>
      <Shared>0</Shared>
      <None>1820</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>STATE STR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>857477103</cusip>
    <value>1843</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23148</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20561</Sole>
      <Shared>0</Shared>
      <None>2587</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MERCK &amp; CO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>58933Y105</cusip>
    <value>4908</value>
    <shrsOrPrnAmt>
      <sshPrnamt>77244</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>68393</Sole>
      <Shared>0</Shared>
      <None>8851</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GENERAL ELECTRIC CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>369604103</cusip>
    <value>221</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7429</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7121</Sole>
      <Shared>0</Shared>
      <None>308</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WILLIS TOWERS WATSON PUB LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G96629103</cusip>
    <value>1416</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10820</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9655</Sole>
      <Shared>0</Shared>
      <None>1165</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CORNING INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>219350105</cusip>
    <value>1806</value>
    <shrsOrPrnAmt>
      <sshPrnamt>66883</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>59583</Sole>
      <Shared>0</Shared>
      <None>7300</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FISERV INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>337738108</cusip>
    <value>1660</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14400</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13372</Sole>
      <Shared>0</Shared>
      <None>1028</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MGIC INVT CORP WIS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>552848103</cusip>
    <value>3138</value>
    <shrsOrPrnAmt>
      <sshPrnamt>309815</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>280155</Sole>
      <Shared>0</Shared>
      <None>29660</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>3M CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88579Y101</cusip>
    <value>251</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1310</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1188</Sole>
      <Shared>0</Shared>
      <None>122</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MEREDITH CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>589433101</cusip>
    <value>5652</value>
    <shrsOrPrnAmt>
      <sshPrnamt>87497</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>76294</Sole>
      <Shared>0</Shared>
      <None>11203</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CELGENE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>151020104</cusip>
    <value>1678</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13483</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12025</Sole>
      <Shared>0</Shared>
      <None>1458</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AFFILIATED MANAGERS GROUP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>008252108</cusip>
    <value>1588</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9689</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8577</Sole>
      <Shared>0</Shared>
      <None>1112</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PRINCIPAL FINL GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74251V102</cusip>
    <value>9503</value>
    <shrsOrPrnAmt>
      <sshPrnamt>150576</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>133069</Sole>
      <Shared>0</Shared>
      <None>17507</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ALLERGAN PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G0177J108</cusip>
    <value>1694</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7089</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6314</Sole>
      <Shared>0</Shared>
      <None>775</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AUTOZONE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>053332102</cusip>
    <value>1484</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2052</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1815</Sole>
      <Shared>0</Shared>
      <None>237</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>IAC INTERACTIVECORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>44919P508</cusip>
    <value>2220</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30112</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>27257</Sole>
      <Shared>0</Shared>
      <None>2855</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TIVO CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88870P106</cusip>
    <value>4072</value>
    <shrsOrPrnAmt>
      <sshPrnamt>217164</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>195345</Sole>
      <Shared>0</Shared>
      <None>21819</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DUN &amp; BRADSTREET CORP DEL NE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26483E100</cusip>
    <value>2804</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25977</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>23306</Sole>
      <Shared>0</Shared>
      <None>2671</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BECTON DICKINSON &amp; CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>075887109</cusip>
    <value>1724</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9396</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8373</Sole>
      <Shared>0</Shared>
      <None>1023</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>COOPER COS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>216648402</cusip>
    <value>3026</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15140</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13740</Sole>
      <Shared>0</Shared>
      <None>1400</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL A</titleOfClass>
    <cusip>02079K305</cusip>
    <value>1674</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1975</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1736</Sole>
      <Shared>0</Shared>
      <None>239</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TELEFLEX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>879369106</cusip>
    <value>4279</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22089</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20142</Sole>
      <Shared>0</Shared>
      <None>1947</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ENSTAR GROUP LIMITED</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G3075P101</cusip>
    <value>3362</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17575</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15755</Sole>
      <Shared>0</Shared>
      <None>1820</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DISCOVERY COMMUNICATNS NEW</nameOfIssuer>
    <titleOfClass>COM SER A</titleOfClass>
    <cusip>25470F104</cusip>
    <value>1796</value>
    <shrsOrPrnAmt>
      <sshPrnamt>61739</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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      <Sole>54664</Sole>
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    <nameOfIssuer>SCRIPPS E W CO OHIO</nameOfIssuer>
    <titleOfClass>CL A NEW</titleOfClass>
    <cusip>811054402</cusip>
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      <sshPrnamt>158750</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>145230</Sole>
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      <None>13520</None>
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    <nameOfIssuer>NASDAQ INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>631103108</cusip>
    <value>3056</value>
    <shrsOrPrnAmt>
      <sshPrnamt>43998</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>39419</Sole>
      <Shared>0</Shared>
      <None>4579</None>
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    <nameOfIssuer>CBS CORP NEW</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>124857202</cusip>
    <value>1997</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28789</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>26001</Sole>
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      <None>2788</None>
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    <nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>883556102</cusip>
    <value>1602</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10432</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9193</Sole>
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      <None>1239</None>
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    <nameOfIssuer>FIDELITY NATL INFORMATION SV</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>31620M106</cusip>
    <value>2286</value>
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      <sshPrnamt>28714</sshPrnamt>
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    <votingAuthority>
      <Sole>25659</Sole>
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      <None>3055</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>29250N105</cusip>
    <value>4678</value>
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      <sshPrnamt>111811</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>98646</Sole>
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      <None>13165</None>
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    <nameOfIssuer>OPEN TEXT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>683715106</cusip>
    <value>3322</value>
    <shrsOrPrnAmt>
      <sshPrnamt>97674</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>87546</Sole>
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      <None>10128</None>
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    <nameOfIssuer>INVESCO LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G491BT108</cusip>
    <value>4105</value>
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      <sshPrnamt>134022</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>116876</Sole>
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      <None>17146</None>
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    <nameOfIssuer>ICON PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G4705A100</cusip>
    <value>2044</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25645</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>23020</Sole>
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      <None>2625</None>
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    <nameOfIssuer>CAMBREX CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>132011107</cusip>
    <value>2236</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40623</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>36918</Sole>
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      <None>3705</None>
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    <nameOfIssuer>DIGITAL RLTY TR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>253868103</cusip>
    <value>5150</value>
    <shrsOrPrnAmt>
      <sshPrnamt>48404</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>42524</Sole>
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      <None>5880</None>
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    <nameOfIssuer>WESTERN ALLIANCE BANCORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>957638109</cusip>
    <value>1811</value>
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      <sshPrnamt>36885</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>33285</Sole>
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      <None>3600</None>
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    <nameOfIssuer>HANESBRANDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>410345102</cusip>
    <value>408</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19653</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15420</Sole>
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      <None>4233</None>
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    <nameOfIssuer>LAMAR ADVERTISING CO NEW</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>512816109</cusip>
    <value>5297</value>
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      <sshPrnamt>70869</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>61731</Sole>
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      <None>9138</None>
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    <nameOfIssuer>SYNCHRONOSS TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87157B103</cusip>
    <value>3347</value>
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      <sshPrnamt>137189</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>125519</Sole>
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      <None>11670</None>
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    <nameOfIssuer>BLACKSTONE GROUP L P</nameOfIssuer>
    <titleOfClass>COM UNIT LTD</titleOfClass>
    <cusip>09253U108</cusip>
    <value>3890</value>
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      <sshPrnamt>130966</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>113960</Sole>
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      <None>17006</None>
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    <nameOfIssuer>DUPONT FABROS TECHNOLOGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26613Q106</cusip>
    <value>3223</value>
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      <sshPrnamt>65002</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>59138</Sole>
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      <None>5864</None>
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    <nameOfIssuer>BROOKFIELD INFRAST PARTNERS</nameOfIssuer>
    <titleOfClass>LP INT UNIT</titleOfClass>
    <cusip>G16252101</cusip>
    <value>5957</value>
    <shrsOrPrnAmt>
      <sshPrnamt>154042</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>133053</Sole>
      <Shared>0</Shared>
      <None>20989</None>
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    <nameOfIssuer>STERLING BANCORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>85917A100</cusip>
    <value>1910</value>
    <shrsOrPrnAmt>
      <sshPrnamt>80610</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>72760</Sole>
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      <None>7850</None>
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    <nameOfIssuer>PURECYCLE CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>746228303</cusip>
    <value>3350</value>
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      <sshPrnamt>603555</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>423990</Sole>
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      <None>179565</None>
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    <nameOfIssuer>JAZZ PHARMACEUTICALS PLC</nameOfIssuer>
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    <cusip>G50871105</cusip>
    <value>2782</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19172</sshPrnamt>
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    <votingAuthority>
      <Sole>17332</Sole>
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      <None>1840</None>
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    <nameOfIssuer>SCRIPPS NETWORKS INTERACT IN</nameOfIssuer>
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    <cusip>811065101</cusip>
    <value>3209</value>
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      <sshPrnamt>40942</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>36983</Sole>
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      <None>3959</None>
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    <nameOfIssuer>PACWEST BANCORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>695263103</cusip>
    <value>3660</value>
    <shrsOrPrnAmt>
      <sshPrnamt>68713</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>59235</Sole>
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      <None>9478</None>
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    <nameOfIssuer>OCLARO INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>67555N206</cusip>
    <value>1779</value>
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      <sshPrnamt>181160</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>163070</Sole>
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      <None>18090</None>
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    <titleOfClass>SHS</titleOfClass>
    <cusip>Y09827109</cusip>
    <value>1483</value>
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      <sshPrnamt>6771</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>6089</Sole>
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      <None>682</None>
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    <nameOfIssuer>TELUS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87971M103</cusip>
    <value>3806</value>
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      <sshPrnamt>117195</sshPrnamt>
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    <votingAuthority>
      <Sole>102415</Sole>
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      <None>14780</None>
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    <nameOfIssuer>BROADSOFT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>11133B409</cusip>
    <value>2646</value>
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      <sshPrnamt>65825</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>60105</Sole>
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      <None>5720</None>
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    <nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>37045V100</cusip>
    <value>4525</value>
    <shrsOrPrnAmt>
      <sshPrnamt>127978</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>111066</Sole>
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      <None>16912</None>
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    <nameOfIssuer>APOLLO GLOBAL MGMT LLC</nameOfIssuer>
    <titleOfClass>CL A SHS</titleOfClass>
    <cusip>037612306</cusip>
    <value>3233</value>
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      <sshPrnamt>132954</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>120760</Sole>
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      <None>12194</None>
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    <nameOfIssuer>AMC NETWORKS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>00164V103</cusip>
    <value>2288</value>
    <shrsOrPrnAmt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>34534</Sole>
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      <None>4455</None>
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    <nameOfIssuer>DELPHI AUTOMOTIVE PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G27823106</cusip>
    <value>487</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6053</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5155</Sole>
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      <None>898</None>
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    <nameOfIssuer>VANTIV INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>92210H105</cusip>
    <value>2001</value>
    <shrsOrPrnAmt>
      <sshPrnamt>31203</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28043</Sole>
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      <None>3160</None>
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    <nameOfIssuer>FACEBOOK INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>30303M102</cusip>
    <value>1451</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10216</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9075</Sole>
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      <None>1141</None>
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    <nameOfIssuer>FLEETCOR TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>339041105</cusip>
    <value>1931</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12754</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11524</Sole>
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      <None>1230</None>
    </votingAuthority>
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    <nameOfIssuer>ABBVIE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00287Y109</cusip>
    <value>6862</value>
    <shrsOrPrnAmt>
      <sshPrnamt>105304</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>92393</Sole>
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      <None>12911</None>
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    <nameOfIssuer>CYRUSONE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23283R100</cusip>
    <value>4669</value>
    <shrsOrPrnAmt>
      <sshPrnamt>90711</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>78948</Sole>
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      <None>11763</None>
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  <infoTable>
    <nameOfIssuer>PATTERN ENERGY GROUP INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>70338P100</cusip>
    <value>1882</value>
    <shrsOrPrnAmt>
      <sshPrnamt>93505</sshPrnamt>
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    <votingAuthority>
      <Sole>84430</Sole>
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      <None>9075</None>
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  <infoTable>
    <nameOfIssuer>BLACKROCK CAPITAL INVESTMENT</nameOfIssuer>
    <titleOfClass>NOTE 5.500% 2/1</titleOfClass>
    <cusip>092533AB4</cusip>
    <value>5174</value>
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      <sshPrnamt>5034000</sshPrnamt>
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      <Sole>4629000</Sole>
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      <None>405000</None>
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    <nameOfIssuer>NEXTERA ENERGY PARTNERS LP</nameOfIssuer>
    <titleOfClass>COM UNIT PART IN</titleOfClass>
    <cusip>65341B106</cusip>
    <value>2106</value>
    <shrsOrPrnAmt>
      <sshPrnamt>63565</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>57310</Sole>
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      <None>6255</None>
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  <infoTable>
    <nameOfIssuer>SYNCHRONOSS TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>NOTE 0.750% 8/1</titleOfClass>
    <cusip>87157BAA1</cusip>
    <value>390</value>
    <shrsOrPrnAmt>
      <sshPrnamt>415000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>300000</Sole>
      <Shared>0</Shared>
      <None>115000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ANTERO MIDSTREAM PARTNERS LP</nameOfIssuer>
    <titleOfClass>UNT LTD PARTN</titleOfClass>
    <cusip>03673L103</cusip>
    <value>2449</value>
    <shrsOrPrnAmt>
      <sshPrnamt>73862</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>66567</Sole>
      <Shared>0</Shared>
      <None>7295</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WEB COM GROUP INC</nameOfIssuer>
    <titleOfClass>NOTE 1.000% 8/1</titleOfClass>
    <cusip>94733AAA2</cusip>
    <value>4490</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4620000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4225000</Sole>
      <Shared>0</Shared>
      <None>395000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RICE MIDSTREAM PARTNERS LP</nameOfIssuer>
    <titleOfClass>UNIT LTD PARTN</titleOfClass>
    <cusip>762819100</cusip>
    <value>2464</value>
    <shrsOrPrnAmt>
      <sshPrnamt>97707</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>88097</Sole>
      <Shared>0</Shared>
      <None>9610</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SUNPOWER CORP</nameOfIssuer>
    <titleOfClass>DBCV 0.750% 6/0</titleOfClass>
    <cusip>867652AG4</cusip>
    <value>9</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>KRAFT HEINZ CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>500754106</cusip>
    <value>4928</value>
    <shrsOrPrnAmt>
      <sshPrnamt>54268</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>47706</Sole>
      <Shared>0</Shared>
      <None>6562</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TWITTER INC</nameOfIssuer>
    <titleOfClass>NOTE 0.250% 9/1</titleOfClass>
    <cusip>90184LAB8</cusip>
    <value>7234</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7705000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6960000</Sole>
      <Shared>0</Shared>
      <None>745000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ACACIA COMMUNICATIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00401C108</cusip>
    <value>1921</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32775</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>29620</Sole>
      <Shared>0</Shared>
      <None>3155</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DELL TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM CL V</titleOfClass>
    <cusip>24703L103</cusip>
    <value>1798</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28053</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>24953</Sole>
      <Shared>0</Shared>
      <None>3100</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SBA COMMUNICATIONS CORP NEW</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>78410G104</cusip>
    <value>1454</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12080</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10775</Sole>
      <Shared>0</Shared>
      <None>1305</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ATHENE HLDG LTD</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>G0684D107</cusip>
    <value>1340</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26815</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>23935</Sole>
      <Shared>0</Shared>
      <None>2880</None>
    </votingAuthority>
  </infoTable>
</informationTable>
