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    <nameOfIssuer>SPDR S&amp;P 500 ETF TR</nameOfIssuer>
    <titleOfClass>TR UNIT</titleOfClass>
    <cusip>78462F103</cusip>
    <value>370</value>
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      <Sole>1132</Sole>
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      <None>275</None>
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    <nameOfIssuer>BERKSHIRE HATHAWAY INC DEL</nameOfIssuer>
    <titleOfClass>CL B NEW</titleOfClass>
    <cusip>084670702</cusip>
    <value>2932</value>
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      <Sole>11716</Sole>
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      <None>2983</None>
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    <nameOfIssuer>COHERENT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>192479103</cusip>
    <value>3251</value>
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      <sshPrnamt>17347</sshPrnamt>
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      <Sole>15282</Sole>
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      <None>2065</None>
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    <nameOfIssuer>ABBOTT LABS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>002824100</cusip>
    <value>2123</value>
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      <sshPrnamt>35435</sshPrnamt>
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    <votingAuthority>
      <Sole>28226</Sole>
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    <nameOfIssuer>EBAY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>278642103</cusip>
    <value>2425</value>
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      <sshPrnamt>60260</sshPrnamt>
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    <votingAuthority>
      <Sole>47622</Sole>
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      <None>12638</None>
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    <nameOfIssuer>FEDEX CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>31428X106</cusip>
    <value>1247</value>
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      <sshPrnamt>5193</sshPrnamt>
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      <Sole>3911</Sole>
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      <None>1282</None>
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    <nameOfIssuer>ORACLE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>68389X105</cusip>
    <value>1870</value>
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      <sshPrnamt>40868</sshPrnamt>
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    <votingAuthority>
      <Sole>31527</Sole>
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      <None>9341</None>
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    <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>478160104</cusip>
    <value>4481</value>
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      <sshPrnamt>34967</sshPrnamt>
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      <Sole>26892</Sole>
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      <None>8075</None>
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    <nameOfIssuer>PFIZER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>717081103</cusip>
    <value>4683</value>
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      <sshPrnamt>131939</sshPrnamt>
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    <votingAuthority>
      <Sole>105101</Sole>
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      <None>26838</None>
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    <nameOfIssuer>AT&amp;T INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00206R102</cusip>
    <value>4488</value>
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      <sshPrnamt>125892</sshPrnamt>
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    <votingAuthority>
      <Sole>100504</Sole>
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      <None>25387</None>
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    <nameOfIssuer>MOLSON COORS BREWING CO</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>60871R209</cusip>
    <value>1381</value>
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      <sshPrnamt>18335</sshPrnamt>
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    <votingAuthority>
      <Sole>13931</Sole>
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      <None>4404</None>
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    <nameOfIssuer>INGREDION INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>457187102</cusip>
    <value>2613</value>
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      <sshPrnamt>20268</sshPrnamt>
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      <Sole>17313</Sole>
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      <None>2955</None>
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    <nameOfIssuer>CISCO SYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>17275R102</cusip>
    <value>5283</value>
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      <Sole>97854</Sole>
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      <None>25327</None>
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    <nameOfIssuer>TIME WARNER INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>887317303</cusip>
    <value>2051</value>
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    <votingAuthority>
      <Sole>16933</Sole>
      <Shared>0</Shared>
      <None>4754</None>
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    <nameOfIssuer>STATE STR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>857477103</cusip>
    <value>2189</value>
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      <sshPrnamt>21954</sshPrnamt>
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    <votingAuthority>
      <Sole>17063</Sole>
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      <None>4891</None>
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    <nameOfIssuer>MERCK &amp; CO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>58933Y105</cusip>
    <value>4674</value>
    <shrsOrPrnAmt>
      <sshPrnamt>85814</sshPrnamt>
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    <votingAuthority>
      <Sole>70217</Sole>
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      <None>15597</None>
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    <nameOfIssuer>MONDELEZ INTL INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>609207105</cusip>
    <value>1536</value>
    <shrsOrPrnAmt>
      <sshPrnamt>36808</sshPrnamt>
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    <votingAuthority>
      <Sole>27841</Sole>
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      <None>8967</None>
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    <nameOfIssuer>WILLIS TOWERS WATSON PUB LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G96629103</cusip>
    <value>1800</value>
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      <sshPrnamt>11828</sshPrnamt>
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    <votingAuthority>
      <Sole>8968</Sole>
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      <None>2860</None>
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    <nameOfIssuer>MGIC INVT CORP WIS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>552848103</cusip>
    <value>3393</value>
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      <sshPrnamt>260985</sshPrnamt>
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    <votingAuthority>
      <Sole>224380</Sole>
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      <None>36605</None>
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    <nameOfIssuer>CROWN CASTLE INTL CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22822V101</cusip>
    <value>4230</value>
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      <sshPrnamt>38594</sshPrnamt>
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    <votingAuthority>
      <Sole>30080</Sole>
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      <None>8514</None>
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    <nameOfIssuer>ZIMMER BIOMET HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>98956P102</cusip>
    <value>1579</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14485</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11035</Sole>
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      <None>3450</None>
    </votingAuthority>
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    <nameOfIssuer>CONOCOPHILLIPS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20825C104</cusip>
    <value>1571</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26494</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20129</Sole>
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      <None>6365</None>
    </votingAuthority>
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    <nameOfIssuer>MEREDITH CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>589433101</cusip>
    <value>4515</value>
    <shrsOrPrnAmt>
      <sshPrnamt>83924</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>66532</Sole>
      <Shared>0</Shared>
      <None>17392</None>
    </votingAuthority>
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    <nameOfIssuer>CELGENE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>151020104</cusip>
    <value>1369</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15349</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11629</Sole>
      <Shared>0</Shared>
      <None>3720</None>
    </votingAuthority>
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    <nameOfIssuer>AFFILIATED MANAGERS GROUP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>008252108</cusip>
    <value>2066</value>
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      <sshPrnamt>10897</sshPrnamt>
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    <votingAuthority>
      <Sole>8415</Sole>
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      <None>2482</None>
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    <nameOfIssuer>GENERAL MLS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>370334104</cusip>
    <value>441</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9780</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>134</Sole>
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      <None>9646</None>
    </votingAuthority>
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    <nameOfIssuer>CYPRESS SEMICONDUCTOR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>232806109</cusip>
    <value>4977</value>
    <shrsOrPrnAmt>
      <sshPrnamt>293439</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>231667</Sole>
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      <None>61772</None>
    </votingAuthority>
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    <nameOfIssuer>PRINCIPAL FINL GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74251V102</cusip>
    <value>6598</value>
    <shrsOrPrnAmt>
      <sshPrnamt>108326</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>87266</Sole>
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      <None>21060</None>
    </votingAuthority>
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    <nameOfIssuer>AUTOZONE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>053332102</cusip>
    <value>1504</value>
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      <sshPrnamt>2318</sshPrnamt>
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      <Sole>1735</Sole>
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      <None>583</None>
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    <nameOfIssuer>CIMAREX ENERGY CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>171798101</cusip>
    <value>1030</value>
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      <sshPrnamt>11017</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8280</Sole>
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      <None>2737</None>
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    <nameOfIssuer>IAC INTERACTIVECORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>44919P508</cusip>
    <value>3815</value>
    <shrsOrPrnAmt>
      <sshPrnamt>24397</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>21232</Sole>
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      <None>3165</None>
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    <nameOfIssuer>CARNIVAL CORP</nameOfIssuer>
    <titleOfClass>UNIT 99/99/9999</titleOfClass>
    <cusip>143658300</cusip>
    <value>4052</value>
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      <sshPrnamt>61786</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>48360</Sole>
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      <None>13426</None>
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    <nameOfIssuer>TIVO CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88870P106</cusip>
    <value>2942</value>
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      <sshPrnamt>217141</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>182812</Sole>
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      <None>34329</None>
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    <nameOfIssuer>BECTON DICKINSON &amp; CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>075887109</cusip>
    <value>2161</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9974</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7814</Sole>
      <Shared>0</Shared>
      <None>2160</None>
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    <nameOfIssuer>COOPER COS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>216648402</cusip>
    <value>3391</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14820</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12930</Sole>
      <Shared>0</Shared>
      <None>1890</None>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL A</titleOfClass>
    <cusip>02079K305</cusip>
    <value>2144</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2067</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>1604</Sole>
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      <None>463</None>
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    <nameOfIssuer>TELEFLEX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>879369106</cusip>
    <value>3129</value>
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      <None>1615</None>
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    <nameOfIssuer>ENSTAR GROUP LIMITED</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G3075P101</cusip>
    <value>2728</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>11046</Sole>
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      <None>1930</None>
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    <nameOfIssuer>DISCOVERY COMMUNICATNS NEW</nameOfIssuer>
    <titleOfClass>COM SER A</titleOfClass>
    <cusip>25470F104</cusip>
    <value>1479</value>
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      <sshPrnamt>69003</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>52549</Sole>
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      <None>16454</None>
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    <nameOfIssuer>NASDAQ INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>631103108</cusip>
    <value>3671</value>
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      <sshPrnamt>42572</sshPrnamt>
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    <votingAuthority>
      <Sole>36539</Sole>
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      <None>6033</None>
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    <nameOfIssuer>NUANCE COMMUNICATIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67020Y100</cusip>
    <value>2026</value>
    <shrsOrPrnAmt>
      <sshPrnamt>128665</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>110120</Sole>
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      <None>18545</None>
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    <nameOfIssuer>CBS CORP NEW</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>124857202</cusip>
    <value>3226</value>
    <shrsOrPrnAmt>
      <sshPrnamt>62776</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>47840</Sole>
      <Shared>0</Shared>
      <None>14936</None>
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    <nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>883556102</cusip>
    <value>2300</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11140</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8670</Sole>
      <Shared>0</Shared>
      <None>2470</None>
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    <nameOfIssuer>FIDELITY NATL INFORMATION SV</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>31620M106</cusip>
    <value>1961</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20361</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15931</Sole>
      <Shared>0</Shared>
      <None>4430</None>
    </votingAuthority>
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    <nameOfIssuer>ALEXION PHARMACEUTICALS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>015351109</cusip>
    <value>1402</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12581</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9565</Sole>
      <Shared>0</Shared>
      <None>3016</None>
    </votingAuthority>
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    <nameOfIssuer>ENBRIDGE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29250N105</cusip>
    <value>3668</value>
    <shrsOrPrnAmt>
      <sshPrnamt>116560</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>93658</Sole>
      <Shared>0</Shared>
      <None>22902</None>
    </votingAuthority>
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    <nameOfIssuer>OPEN TEXT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>683715106</cusip>
    <value>3092</value>
    <shrsOrPrnAmt>
      <sshPrnamt>88840</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>76561</Sole>
      <Shared>0</Shared>
      <None>12279</None>
    </votingAuthority>
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    <nameOfIssuer>ROPER TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>776696106</cusip>
    <value>2082</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7416</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5741</Sole>
      <Shared>0</Shared>
      <None>1675</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>INNOVIVA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45781M101</cusip>
    <value>3287</value>
    <shrsOrPrnAmt>
      <sshPrnamt>197198</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>170715</Sole>
      <Shared>0</Shared>
      <None>26483</None>
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    <nameOfIssuer>INVESCO LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G491BT108</cusip>
    <value>4325</value>
    <shrsOrPrnAmt>
      <sshPrnamt>135117</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>106876</Sole>
      <Shared>0</Shared>
      <None>28241</None>
    </votingAuthority>
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    <nameOfIssuer>ICON PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G4705A100</cusip>
    <value>2938</value>
    <shrsOrPrnAmt>
      <sshPrnamt>24872</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>21377</Sole>
      <Shared>0</Shared>
      <None>3495</None>
    </votingAuthority>
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    <nameOfIssuer>DIGITAL RLTY TR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>253868103</cusip>
    <value>4149</value>
    <shrsOrPrnAmt>
      <sshPrnamt>39368</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>30770</Sole>
      <Shared>0</Shared>
      <None>8598</None>
    </votingAuthority>
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    <nameOfIssuer>WESTERN ALLIANCE BANCORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>957638109</cusip>
    <value>2161</value>
    <shrsOrPrnAmt>
      <sshPrnamt>37180</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>31825</Sole>
      <Shared>0</Shared>
      <None>5355</None>
    </votingAuthority>
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    <nameOfIssuer>HANESBRANDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>410345102</cusip>
    <value>3917</value>
    <shrsOrPrnAmt>
      <sshPrnamt>212647</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>167925</Sole>
      <Shared>0</Shared>
      <None>44722</None>
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    <nameOfIssuer>HUDSON TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>444144109</cusip>
    <value>1301</value>
    <shrsOrPrnAmt>
      <sshPrnamt>263439</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>224620</Sole>
      <Shared>0</Shared>
      <None>38819</None>
    </votingAuthority>
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    <nameOfIssuer>UMPQUA HLDGS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>904214103</cusip>
    <value>3985</value>
    <shrsOrPrnAmt>
      <sshPrnamt>186131</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>144820</Sole>
      <Shared>0</Shared>
      <None>41311</None>
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    <nameOfIssuer>UNIVERSAL INS HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>91359V107</cusip>
    <value>2219</value>
    <shrsOrPrnAmt>
      <sshPrnamt>69573</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>59428</Sole>
      <Shared>0</Shared>
      <None>10145</None>
    </votingAuthority>
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    <nameOfIssuer>STERLING BANCORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>85917A100</cusip>
    <value>1853</value>
    <shrsOrPrnAmt>
      <sshPrnamt>82186</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>69846</Sole>
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      <None>12340</None>
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    <nameOfIssuer>PURECYCLE CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>746228303</cusip>
    <value>4363</value>
    <shrsOrPrnAmt>
      <sshPrnamt>461692</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>403840</Sole>
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      <None>57852</None>
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    <nameOfIssuer>JAZZ PHARMACEUTICALS PLC</nameOfIssuer>
    <titleOfClass>SHS USD</titleOfClass>
    <cusip>G50871105</cusip>
    <value>5491</value>
    <shrsOrPrnAmt>
      <sshPrnamt>36367</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>31227</Sole>
      <Shared>0</Shared>
      <None>5140</None>
    </votingAuthority>
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    <nameOfIssuer>PACWEST BANCORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>695263103</cusip>
    <value>3761</value>
    <shrsOrPrnAmt>
      <sshPrnamt>75940</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>58842</Sole>
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      <None>17098</None>
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    <nameOfIssuer>BROADCOM LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>Y09827109</cusip>
    <value>1743</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7398</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5737</Sole>
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      <None>1661</None>
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    <nameOfIssuer>NIELSEN HLDGS PLC</nameOfIssuer>
    <titleOfClass>SHS EUR</titleOfClass>
    <cusip>G6518L108</cusip>
    <value>3044</value>
    <shrsOrPrnAmt>
      <sshPrnamt>95751</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>74065</Sole>
      <Shared>0</Shared>
      <None>21686</None>
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    <nameOfIssuer>AMC NETWORKS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>00164V103</cusip>
    <value>2154</value>
    <shrsOrPrnAmt>
      <sshPrnamt>41655</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>35430</Sole>
      <Shared>0</Shared>
      <None>6225</None>
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    <nameOfIssuer>UBIQUITI NETWORKS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90347A100</cusip>
    <value>1880</value>
    <shrsOrPrnAmt>
      <sshPrnamt>27332</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>23340</Sole>
      <Shared>0</Shared>
      <None>3992</None>
    </votingAuthority>
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    <nameOfIssuer>APTIV PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G6095L109</cusip>
    <value>1429</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16813</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13775</Sole>
      <Shared>0</Shared>
      <None>3038</None>
    </votingAuthority>
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    <nameOfIssuer>WORLDPAY INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>981558109</cusip>
    <value>2549</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30996</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>26548</Sole>
      <Shared>0</Shared>
      <None>4448</None>
    </votingAuthority>
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    <nameOfIssuer>FACEBOOK INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>30303M102</cusip>
    <value>1805</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11295</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8644</Sole>
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      <None>2651</None>
    </votingAuthority>
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    <nameOfIssuer>FLEETCOR TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>339041105</cusip>
    <value>2624</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12956</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11189</Sole>
      <Shared>0</Shared>
      <None>1767</None>
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    <nameOfIssuer>ABBVIE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00287Y109</cusip>
    <value>9650</value>
    <shrsOrPrnAmt>
      <sshPrnamt>101950</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>81184</Sole>
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      <None>20766</None>
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    <nameOfIssuer>CYRUSONE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23283R100</cusip>
    <value>4209</value>
    <shrsOrPrnAmt>
      <sshPrnamt>82193</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>64492</Sole>
      <Shared>0</Shared>
      <None>17701</None>
    </votingAuthority>
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    <nameOfIssuer>PATTERN ENERGY GROUP INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>70338P100</cusip>
    <value>1638</value>
    <shrsOrPrnAmt>
      <sshPrnamt>94765</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>80950</Sole>
      <Shared>0</Shared>
      <None>13815</None>
    </votingAuthority>
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    <nameOfIssuer>QTS RLTY TR INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>74736A103</cusip>
    <value>2981</value>
    <shrsOrPrnAmt>
      <sshPrnamt>82300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>63990</Sole>
      <Shared>0</Shared>
      <None>18310</None>
    </votingAuthority>
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    <nameOfIssuer>NMI HLDGS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>629209305</cusip>
    <value>1978</value>
    <shrsOrPrnAmt>
      <sshPrnamt>119540</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>102255</Sole>
      <Shared>0</Shared>
      <None>17285</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>IHS MARKIT LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G47567105</cusip>
    <value>1725</value>
    <shrsOrPrnAmt>
      <sshPrnamt>35750</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>27060</Sole>
      <Shared>0</Shared>
      <None>8690</None>
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    <nameOfIssuer>NEXTERA ENERGY PARTNERS LP</nameOfIssuer>
    <titleOfClass>COM UNIT PART IN</titleOfClass>
    <cusip>65341B106</cusip>
    <value>2519</value>
    <shrsOrPrnAmt>
      <sshPrnamt>62981</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>54125</Sole>
      <Shared>0</Shared>
      <None>8856</None>
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  <infoTable>
    <nameOfIssuer>SYNCHRONY FINL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87165B103</cusip>
    <value>1119</value>
    <shrsOrPrnAmt>
      <sshPrnamt>33382</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>26270</Sole>
      <Shared>0</Shared>
      <None>7112</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>WEB COM GROUP INC</nameOfIssuer>
    <titleOfClass>NOTE 1.000% 8/1</titleOfClass>
    <cusip>94733AAA2</cusip>
    <value>3946</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3980000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3770000</Sole>
      <Shared>0</Shared>
      <None>210000</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>RICE MIDSTREAM PARTNERS LP</nameOfIssuer>
    <titleOfClass>UNIT LTD PARTN</titleOfClass>
    <cusip>762819100</cusip>
    <value>2213</value>
    <shrsOrPrnAmt>
      <sshPrnamt>122247</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>110539</Sole>
      <Shared>0</Shared>
      <None>11708</None>
    </votingAuthority>
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    <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>3559</value>
    <shrsOrPrnAmt>
      <sshPrnamt>57139</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>45006</Sole>
      <Shared>0</Shared>
      <None>12133</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TWITTER INC</nameOfIssuer>
    <titleOfClass>NOTE 0.250% 9/1</titleOfClass>
    <cusip>90184LAB8</cusip>
    <value>6550</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6830000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6360000</Sole>
      <Shared>0</Shared>
      <None>470000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PROPETRO HLDG CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74347M108</cusip>
    <value>2846</value>
    <shrsOrPrnAmt>
      <sshPrnamt>179120</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>154199</Sole>
      <Shared>0</Shared>
      <None>24921</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>THERAVANCE INC</nameOfIssuer>
    <titleOfClass>NOTE 2.125% 1/1</titleOfClass>
    <cusip>88338TAB0</cusip>
    <value>1492</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1390000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1200000</Sole>
      <Shared>0</Shared>
      <None>190000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DELL TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM CL V</titleOfClass>
    <cusip>24703L103</cusip>
    <value>2125</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29027</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>22517</Sole>
      <Shared>0</Shared>
      <None>6510</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WILDHORSE RESOURCE DEV CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>96812T102</cusip>
    <value>3660</value>
    <shrsOrPrnAmt>
      <sshPrnamt>191717</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>165102</Sole>
      <Shared>0</Shared>
      <None>26615</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SBA COMMUNICATIONS CORP NEW</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>78410G104</cusip>
    <value>2173</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12712</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9888</Sole>
      <Shared>0</Shared>
      <None>2824</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ATHENE HLDG LTD</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>G0684D107</cusip>
    <value>1443</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30190</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>22475</Sole>
      <Shared>0</Shared>
      <None>7715</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PATTERN ENERGY GROUP INC</nameOfIssuer>
    <titleOfClass>NOTE 4.000% 7/1</titleOfClass>
    <cusip>70338PAB6</cusip>
    <value>3225</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3255000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3105000</Sole>
      <Shared>0</Shared>
      <None>150000</None>
    </votingAuthority>
  </infoTable>
</informationTable>
