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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
    <titleOfClass>RUS 1000 VAL ETF</titleOfClass>
    <cusip>464287598</cusip>
    <value>262</value>
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    <nameOfIssuer>SPDR S&amp;P 500 ETF TR</nameOfIssuer>
    <titleOfClass>TR UNIT</titleOfClass>
    <cusip>78462F103</cusip>
    <value>353</value>
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      <Sole>1043</Sole>
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    <nameOfIssuer>BERKSHIRE HATHAWAY INC DEL</nameOfIssuer>
    <titleOfClass>CL B NEW</titleOfClass>
    <cusip>084670702</cusip>
    <value>2938</value>
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      <Sole>13415</Sole>
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      <None>2610</None>
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    <nameOfIssuer>COHERENT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>192479103</cusip>
    <value>4018</value>
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      <Sole>15328</Sole>
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    <nameOfIssuer>ABBOTT LABS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>002824100</cusip>
    <value>1862</value>
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      <Sole>28819</Sole>
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      <None>6073</None>
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    <nameOfIssuer>EBAY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>278642103</cusip>
    <value>2312</value>
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      <Sole>49494</Sole>
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    <nameOfIssuer>ORACLE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>68389X105</cusip>
    <value>1902</value>
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      <sshPrnamt>39348</sshPrnamt>
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    <votingAuthority>
      <Sole>32056</Sole>
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      <None>7292</None>
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    <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>478160104</cusip>
    <value>4637</value>
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      <Sole>28052</Sole>
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    <nameOfIssuer>PFIZER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>717081103</cusip>
    <value>4782</value>
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      <sshPrnamt>133961</sshPrnamt>
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      <Sole>111996</Sole>
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    <nameOfIssuer>AT&amp;T INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00206R102</cusip>
    <value>4989</value>
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      <Sole>106637</Sole>
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      <None>20733</None>
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    <nameOfIssuer>MOLSON COORS BREWING CO</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>60871R209</cusip>
    <value>1369</value>
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      <sshPrnamt>16774</sshPrnamt>
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      <Sole>13354</Sole>
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      <None>3420</None>
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    <nameOfIssuer>INGREDION INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>457187102</cusip>
    <value>2419</value>
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      <Sole>17630</Sole>
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    <nameOfIssuer>CISCO SYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>17275R102</cusip>
    <value>5197</value>
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      <Sole>129494</Sole>
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      <None>25045</None>
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    <nameOfIssuer>TIME WARNER INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>887317303</cusip>
    <value>2102</value>
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      <Sole>17258</Sole>
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      <None>3262</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>931142103</cusip>
    <value>387</value>
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      <Sole>300</Sole>
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      <None>4659</None>
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    <nameOfIssuer>STATE STR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>857477103</cusip>
    <value>2279</value>
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      <Sole>19708</Sole>
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    <nameOfIssuer>MERCK &amp; CO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>58933Y105</cusip>
    <value>5529</value>
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      <Sole>73671</Sole>
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    <nameOfIssuer>MONDELEZ INTL INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>609207105</cusip>
    <value>1424</value>
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      <Sole>27666</Sole>
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    <nameOfIssuer>WILLIS TOWERS WATSON PUB LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G96629103</cusip>
    <value>1753</value>
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      <Sole>9090</Sole>
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      <None>2275</None>
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    <nameOfIssuer>WELLS FARGO CO NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>949746101</cusip>
    <value>232</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4209</sshPrnamt>
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      <Sole>3009</Sole>
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      <None>1200</None>
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    <nameOfIssuer>XCEL ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>98389B100</cusip>
    <value>219</value>
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      <sshPrnamt>4636</sshPrnamt>
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      <Sole>4336</Sole>
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      <None>300</None>
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    <nameOfIssuer>MGIC INVT CORP WIS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>552848103</cusip>
    <value>3264</value>
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      <sshPrnamt>260515</sshPrnamt>
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      <Sole>229050</Sole>
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      <None>31465</None>
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    <nameOfIssuer>CROWN CASTLE INTL CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22822V101</cusip>
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      <sshPrnamt>38514</sshPrnamt>
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    <votingAuthority>
      <Sole>31605</Sole>
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      <None>6909</None>
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    <nameOfIssuer>ZIMMER BIOMET HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>98956P102</cusip>
    <value>1616</value>
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    <votingAuthority>
      <Sole>11050</Sole>
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      <None>2750</None>
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    <nameOfIssuer>3M CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88579Y101</cusip>
    <value>302</value>
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      <sshPrnamt>1440</sshPrnamt>
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      <Sole>1273</Sole>
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      <None>167</None>
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    <nameOfIssuer>CONOCOPHILLIPS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20825C104</cusip>
    <value>1256</value>
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      <sshPrnamt>25093</sshPrnamt>
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    <votingAuthority>
      <Sole>20184</Sole>
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      <None>4909</None>
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    <nameOfIssuer>MEREDITH CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>589433101</cusip>
    <value>4886</value>
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      <sshPrnamt>88031</sshPrnamt>
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    <votingAuthority>
      <Sole>73744</Sole>
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      <None>14287</None>
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    <nameOfIssuer>CELGENE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>151020104</cusip>
    <value>2083</value>
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      <sshPrnamt>14282</sshPrnamt>
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    <votingAuthority>
      <Sole>11512</Sole>
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      <None>2770</None>
    </votingAuthority>
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    <nameOfIssuer>AFFILIATED MANAGERS GROUP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>008252108</cusip>
    <value>1999</value>
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      <Sole>8507</Sole>
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    <nameOfIssuer>GENERAL MLS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>370334104</cusip>
    <value>508</value>
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      <sshPrnamt>9820</sshPrnamt>
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      <Sole>174</Sole>
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      <None>9646</None>
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    <nameOfIssuer>CYPRESS SEMICONDUCTOR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>232806109</cusip>
    <value>4438</value>
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      <Sole>244621</Sole>
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      <None>50829</None>
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    <nameOfIssuer>PRINCIPAL FINL GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74251V102</cusip>
    <value>6966</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>90977</Sole>
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      <None>17291</None>
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    <nameOfIssuer>ALLERGAN PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G0177J108</cusip>
    <value>1554</value>
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      <sshPrnamt>7583</sshPrnamt>
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      <Sole>6210</Sole>
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      <None>1373</None>
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    <nameOfIssuer>AUTOZONE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>053332102</cusip>
    <value>1252</value>
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      <sshPrnamt>2104</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1693</Sole>
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      <None>411</None>
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    <nameOfIssuer>CIMAREX ENERGY CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>171798101</cusip>
    <value>1173</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10323</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8230</Sole>
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      <None>2093</None>
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    <nameOfIssuer>IAC INTERACTIVECORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>44919P508</cusip>
    <value>2853</value>
    <shrsOrPrnAmt>
      <sshPrnamt>24262</sshPrnamt>
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    <nameOfIssuer>CARNIVAL CORP</nameOfIssuer>
    <titleOfClass>UNIT 99/99/9999</titleOfClass>
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      <Sole>51195</Sole>
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      <None>10735</None>
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    <nameOfIssuer>TIVO CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88870P106</cusip>
    <value>4534</value>
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      <sshPrnamt>228390</sshPrnamt>
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      <Sole>199152</Sole>
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      <None>29239</None>
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    <nameOfIssuer>BECTON DICKINSON &amp; CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>075887109</cusip>
    <value>1993</value>
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      <sshPrnamt>10171</sshPrnamt>
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      <Sole>8251</Sole>
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    <nameOfIssuer>COOPER COS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
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    <value>3521</value>
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    <value>1965</value>
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      <Sole>1628</Sole>
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      <None>390</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>879369106</cusip>
    <value>2944</value>
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    <votingAuthority>
      <Sole>10862</Sole>
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      <None>1307</None>
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    <cusip>G3075P101</cusip>
    <value>2845</value>
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      <sshPrnamt>12797</sshPrnamt>
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    <votingAuthority>
      <Sole>11229</Sole>
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      <None>1568</None>
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    <cusip>25470F104</cusip>
    <value>1384</value>
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      <sshPrnamt>65023</sshPrnamt>
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    <votingAuthority>
      <Sole>52274</Sole>
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      <None>12749</None>
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    <cusip>811054402</cusip>
    <value>3046</value>
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      <sshPrnamt>159385</sshPrnamt>
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    <votingAuthority>
      <Sole>140955</Sole>
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      <None>18430</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>631103108</cusip>
    <value>3267</value>
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      <sshPrnamt>42123</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>37204</Sole>
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      <None>4919</None>
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    <nameOfIssuer>NUANCE COMMUNICATIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67020Y100</cusip>
    <value>1998</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>112185</Sole>
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      <None>14915</None>
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    <nameOfIssuer>CBS CORP NEW</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>124857202</cusip>
    <value>1793</value>
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      <sshPrnamt>30919</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>25636</Sole>
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      <None>5283</None>
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    <nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>883556102</cusip>
    <value>1999</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10565</sshPrnamt>
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    <votingAuthority>
      <Sole>8860</Sole>
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      <None>1705</None>
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    <nameOfIssuer>FIDELITY NATL INFORMATION SV</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>31620M106</cusip>
    <value>1739</value>
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      <sshPrnamt>18619</sshPrnamt>
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    <votingAuthority>
      <Sole>15979</Sole>
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      <None>2640</None>
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    <nameOfIssuer>ALEXION PHARMACEUTICALS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>015351109</cusip>
    <value>1607</value>
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      <sshPrnamt>11455</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9200</Sole>
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      <None>2255</None>
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    <nameOfIssuer>ENBRIDGE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29250N105</cusip>
    <value>4952</value>
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      <sshPrnamt>118350</sshPrnamt>
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    <votingAuthority>
      <Sole>99279</Sole>
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      <None>19071</None>
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    <nameOfIssuer>OPEN TEXT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>683715106</cusip>
    <value>2855</value>
    <shrsOrPrnAmt>
      <sshPrnamt>88427</sshPrnamt>
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    <votingAuthority>
      <Sole>78021</Sole>
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      <None>10406</None>
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    <nameOfIssuer>ROPER TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>776696106</cusip>
    <value>1739</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7146</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5781</Sole>
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      <None>1365</None>
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    <nameOfIssuer>INNOVIVA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45781M101</cusip>
    <value>2688</value>
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      <sshPrnamt>190380</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>168780</Sole>
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      <None>21600</None>
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    <nameOfIssuer>INVESCO LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G491BT108</cusip>
    <value>4807</value>
    <shrsOrPrnAmt>
      <sshPrnamt>137189</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>114376</Sole>
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      <None>22813</None>
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    <nameOfIssuer>ICON PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G4705A100</cusip>
    <value>2858</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25097</sshPrnamt>
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    <votingAuthority>
      <Sole>21977</Sole>
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      <None>3120</None>
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    <nameOfIssuer>CAMBREX CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>132011107</cusip>
    <value>2261</value>
    <shrsOrPrnAmt>
      <sshPrnamt>41113</sshPrnamt>
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    <votingAuthority>
      <Sole>36063</Sole>
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      <None>5050</None>
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    <nameOfIssuer>DIGITAL RLTY TR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>253868103</cusip>
    <value>8708</value>
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    <votingAuthority>
      <Sole>63170</Sole>
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      <None>10418</None>
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    <nameOfIssuer>WESTERN ALLIANCE BANCORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>957638109</cusip>
    <value>1957</value>
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      <sshPrnamt>36860</sshPrnamt>
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    <votingAuthority>
      <Sole>32355</Sole>
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      <None>4505</None>
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    <nameOfIssuer>HANESBRANDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>410345102</cusip>
    <value>5609</value>
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      <Sole>185005</Sole>
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      <None>42650</None>
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    <cusip>444144109</cusip>
    <value>1776</value>
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      <Sole>199290</Sole>
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      <None>28150</None>
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    <nameOfIssuer>BLACKSTONE GROUP L P</nameOfIssuer>
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    <cusip>09253U108</cusip>
    <value>4175</value>
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      <Sole>110020</Sole>
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    <nameOfIssuer>BROOKFIELD INFRAST PARTNERS</nameOfIssuer>
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    <cusip>G16252101</cusip>
    <value>3603</value>
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      <Sole>73288</Sole>
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    <nameOfIssuer>STERLING BANCORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>85917A100</cusip>
    <value>1995</value>
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      <sshPrnamt>80916</sshPrnamt>
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    <votingAuthority>
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      <None>10120</None>
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    <cusip>746228303</cusip>
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      <Sole>418577</Sole>
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      <None>185112</None>
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    <nameOfIssuer>JAZZ PHARMACEUTICALS PLC</nameOfIssuer>
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    <cusip>G50871105</cusip>
    <value>2755</value>
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      <sshPrnamt>18837</sshPrnamt>
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    <votingAuthority>
      <Sole>16742</Sole>
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      <None>2095</None>
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    <nameOfIssuer>SCRIPPS NETWORKS INTERACT IN</nameOfIssuer>
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    <cusip>811065101</cusip>
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      <sshPrnamt>39226</sshPrnamt>
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      <Sole>34913</Sole>
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      <None>4313</None>
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    <nameOfIssuer>PACWEST BANCORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>695263103</cusip>
    <value>3769</value>
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      <sshPrnamt>74629</sshPrnamt>
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    <cusip>67555N206</cusip>
    <value>1586</value>
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      <Sole>159490</Sole>
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    <nameOfIssuer>BROADCOM LTD</nameOfIssuer>
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    <cusip>Y09827109</cusip>
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      <sshPrnamt>7105</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5739</Sole>
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      <None>1366</None>
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    <nameOfIssuer>BROADSOFT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>11133B409</cusip>
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      <sshPrnamt>65595</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>58310</Sole>
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      <None>7285</None>
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    <nameOfIssuer>NIELSEN HLDGS PLC</nameOfIssuer>
    <titleOfClass>SHS EUR</titleOfClass>
    <cusip>G6518L108</cusip>
    <value>4004</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>79280</Sole>
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      <None>17330</None>
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    <nameOfIssuer>APOLLO GLOBAL MGMT LLC</nameOfIssuer>
    <titleOfClass>CL A SHS</titleOfClass>
    <cusip>037612306</cusip>
    <value>3811</value>
    <shrsOrPrnAmt>
      <sshPrnamt>126621</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>114810</Sole>
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      <None>11811</None>
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    <nameOfIssuer>AMC NETWORKS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>00164V103</cusip>
    <value>2593</value>
    <shrsOrPrnAmt>
      <sshPrnamt>44339</sshPrnamt>
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    <votingAuthority>
      <Sole>39144</Sole>
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      <None>5195</None>
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    <nameOfIssuer>DELPHI AUTOMOTIVE PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G27823106</cusip>
    <value>1683</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17103</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>14085</Sole>
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      <None>3018</None>
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    <nameOfIssuer>VANTIV INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>92210H105</cusip>
    <value>2178</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30906</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>27053</Sole>
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      <None>3853</None>
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    <nameOfIssuer>FACEBOOK INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>30303M102</cusip>
    <value>1844</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10790</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8654</Sole>
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      <None>2136</None>
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  <infoTable>
    <nameOfIssuer>FLEETCOR TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>339041105</cusip>
    <value>1974</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12754</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11244</Sole>
      <Shared>0</Shared>
      <None>1510</None>
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    <nameOfIssuer>ABBVIE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00287Y109</cusip>
    <value>9421</value>
    <shrsOrPrnAmt>
      <sshPrnamt>106025</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>88512</Sole>
      <Shared>0</Shared>
      <None>17513</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CYRUSONE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23283R100</cusip>
    <value>5338</value>
    <shrsOrPrnAmt>
      <sshPrnamt>90590</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>75938</Sole>
      <Shared>0</Shared>
      <None>14651</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PATTERN ENERGY GROUP INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>70338P100</cusip>
    <value>2237</value>
    <shrsOrPrnAmt>
      <sshPrnamt>92810</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>81820</Sole>
      <Shared>0</Shared>
      <None>10990</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BLACKROCK CAPITAL INVESTMENT</nameOfIssuer>
    <titleOfClass>NOTE 5.500% 2/1</titleOfClass>
    <cusip>092533AB4</cusip>
    <value>4815</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4756000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4499000</Sole>
      <Shared>0</Shared>
      <None>257000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>IHS MARKIT LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G47567105</cusip>
    <value>1513</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34330</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>27220</Sole>
      <Shared>0</Shared>
      <None>7110</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NEXTERA ENERGY PARTNERS LP</nameOfIssuer>
    <titleOfClass>COM UNIT PART IN</titleOfClass>
    <cusip>65341B106</cusip>
    <value>2513</value>
    <shrsOrPrnAmt>
      <sshPrnamt>62370</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>55355</Sole>
      <Shared>0</Shared>
      <None>7015</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WEB COM GROUP INC</nameOfIssuer>
    <titleOfClass>NOTE 1.000% 8/1</titleOfClass>
    <cusip>94733AAA2</cusip>
    <value>4176</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4200000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3955000</Sole>
      <Shared>0</Shared>
      <None>245000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RICE MIDSTREAM PARTNERS LP</nameOfIssuer>
    <titleOfClass>UNIT LTD PARTN</titleOfClass>
    <cusip>762819100</cusip>
    <value>2716</value>
    <shrsOrPrnAmt>
      <sshPrnamt>129690</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>115652</Sole>
      <Shared>0</Shared>
      <None>14038</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SUNPOWER CORP</nameOfIssuer>
    <titleOfClass>DBCV 0.750% 6/0</titleOfClass>
    <cusip>867652AG4</cusip>
    <value>10</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>4302</value>
    <shrsOrPrnAmt>
      <sshPrnamt>55473</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>46451</Sole>
      <Shared>0</Shared>
      <None>9022</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TWITTER INC</nameOfIssuer>
    <titleOfClass>NOTE 0.250% 9/1</titleOfClass>
    <cusip>90184LAB8</cusip>
    <value>6858</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7250000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6750000</Sole>
      <Shared>0</Shared>
      <None>500000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PROPETRO HLDG CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74347M108</cusip>
    <value>2568</value>
    <shrsOrPrnAmt>
      <sshPrnamt>178960</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>157310</Sole>
      <Shared>0</Shared>
      <None>21650</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>THERAVANCE INC</nameOfIssuer>
    <titleOfClass>NOTE 2.125% 1/1</titleOfClass>
    <cusip>88338TAB0</cusip>
    <value>607</value>
    <shrsOrPrnAmt>
      <sshPrnamt>625000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>510000</Sole>
      <Shared>0</Shared>
      <None>115000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ACACIA COMMUNICATIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00401C108</cusip>
    <value>1545</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32810</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28830</Sole>
      <Shared>0</Shared>
      <None>3980</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DELL TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM CL V</titleOfClass>
    <cusip>24703L103</cusip>
    <value>2150</value>
    <shrsOrPrnAmt>
      <sshPrnamt>27850</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>22910</Sole>
      <Shared>0</Shared>
      <None>4940</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WILDHORSE RESOURCE DEV CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>96812T102</cusip>
    <value>2558</value>
    <shrsOrPrnAmt>
      <sshPrnamt>192032</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>168827</Sole>
      <Shared>0</Shared>
      <None>23205</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SBA COMMUNICATIONS CORP NEW</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>78410G104</cusip>
    <value>1724</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11965</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9940</Sole>
      <Shared>0</Shared>
      <None>2025</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BIOVERATIV INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09075E100</cusip>
    <value>2609</value>
    <shrsOrPrnAmt>
      <sshPrnamt>45713</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40540</Sole>
      <Shared>0</Shared>
      <None>5173</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ATHENE HLDG LTD</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>G0684D107</cusip>
    <value>1533</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28470</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>22505</Sole>
      <Shared>0</Shared>
      <None>5965</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PATTERN ENERGY GROUP INC</nameOfIssuer>
    <titleOfClass>NOTE 4.000% 7/1</titleOfClass>
    <cusip>70338PAB6</cusip>
    <value>2531</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2445000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2320000</Sole>
      <Shared>0</Shared>
      <None>125000</None>
    </votingAuthority>
  </infoTable>
</informationTable>
