The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERICAN AXLE & MFG HLDGS IN COM 024061103 10,219 1,243,234 SH   SOLE   1,133,927 0 109,307
APACHE CORP COM 037411105 9,205 359,588 SH   SOLE   328,392 0 31,196
BLOOMIN BRANDS INC COM 094235108 4,343 229,400 SH   SOLE   208,579 0 20,821
BRUNSWICK CORP COM 117043109 2,590 49,696 SH   SOLE   45,654 0 4,042
CALLAWAY GOLF CO COM 131193104 2,533 130,519 SH   SOLE   119,104 0 11,415
CARS COM INC COM 14575E105 8,646 962,814 SH   SOLE   878,715 0 84,099
COTT CORP QUE COM 22163N106 12,330 988,812 SH   SOLE   902,213 0 86,599
DISH NETWORK CORP CL A 25470M109 45,204 1,326,810 SH   SOLE   1,210,268 0 116,542
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 3,441 235,035 SH   SOLE   213,720 0 21,315
FIREEYE INC COM 31816Q101 15,945 1,195,260 SH   SOLE   1,090,168 0 105,092
FIRST SOLAR INC COM 336433107 8,390 144,624 SH   SOLE   131,877 0 12,747
FOOT LOCKER INC COM 344849104 29,162 675,676 SH   SOLE   616,585 0 59,091
G-III APPAREL GROUP LTD COM 36237H101 11,361 440,859 SH   SOLE   401,965 0 38,894
GRAPHIC PACKAGING HLDG CO COM 388689101 47,632 3,229,282 SH   SOLE   2,947,836 0 281,446
INTELSAT S A COM L5140P101 51,702 2,267,644 SH   SOLE   2,068,864 0 198,780
RLJ LODGING TR COM 74965L101 8,972 528,088 SH   SOLE   481,841 0 46,247
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 48,439 386,459 SH   SOLE   352,537 0 33,922
TENABLE HLDGS INC COM 88025T102 3,074 137,373 SH   SOLE   124,952 0 12,421
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 27,970 511,802 SH   SOLE   467,129 0 44,673
TIDEWATER INC NEW COM 88642R109 2,290 151,567 SH   SOLE   137,465 0 14,102
URBAN OUTFITTERS INC COM 917047102 37,505 1,335,157 SH   SOLE   1,218,822 0 116,335
VERRA MOBILITY CORP COM 92511U102 6,857 477,860 SH   SOLE   434,185 0 43,675
WARRIOR MET COAL INC COM 93627C101 679 34,802 SH   SOLE   31,640 0 3,162
WRIGHT MED GROUP N V ORD SHS N96617118 13,689 663,570 SH   SOLE   605,592 0 57,978
WYNN RESORTS LTD COM 983134107 9,051 83,250 SH   SOLE   76,024 0 7,226