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
ADVANCE AUTO PARTS, INC. CMN COM 00751Y106 4,904 30,342 SH   SOLE   30,342 0 0
AMERICAN EAGLE OUTFITTERS INC (NEW) COM 02553E106 2,150 134,962 SH   SOLE   134,962 0 0
ARMSTRONG WORLD INDUSTRIES, INC CMN COM 04247X102 3,615 92,334 SH   SOLE   92,334 0 0
BAXTER INTERNATIONAL INC CMN COM 071813109 2,810 62,136 SH   SOLE   62,136 0 0
BRINK'S COMPANY (THE) CMN COM 109696104 765 26,866 SH   SOLE   26,866 0 0
CARE CAPITAL PROPERTIES, INC. CMN COM 141624106 3,875 147,848 SH   SOLE   147,848 0 0
CELGENE CORPORATION CMN COM 151020104 3,023 30,645 SH   SOLE   30,645 0 0
CHARTER COMMUNICATIONS, INC. CMN COM 16119P108 6,967 30,471 SH   SOLE   30,471 0 0
COTY, INC. CMN CLASS A COM 222070203 3,984 153,292 SH   SOLE   153,292 0 0
DANAHER CORPORATION CMN COM 235851102 4,084 40,432 SH   SOLE   40,432 0 0
EDGEWELL PERSONAL CARE CMN COM 28035Q102 4,549 53,896 SH   SOLE   53,896 0 0
LEIDOS HLDGS INC CMN COM 525327102 1,690 35,300 SH   SOLE   35,300 0 0
LUMINEX CORP DEL CMN COM 55027E102 3,900 192,777 SH   SOLE   192,777 0 0
MSG NETWORKS INC CMN COM 553573106 1,544 100,646 SH   SOLE   100,646 0 0
NEWELL BRANDS INC CMN COM 651229106 6,530 134,437 SH   SOLE   134,437 0 0
NUVASIVE, INC. CMN COM 670704105 8,716 145,953 SH   SOLE   145,953 0 0
PJT PARTNERS INC CMN CLASS A COM 69343T107 2,522 109,672 SH   SOLE   109,672 0 0
PENN NATIONAL GAMING INC CMN COM 707569109 2,868 205,620 SH   SOLE   205,620 0 0
POST HOLDINGS, INC. CMN COM 737446104 6,673 80,700 SH   SOLE   80,700 0 0
SEAWORLD ENTERTAINMENT, INC. CMN COM 81282V100 1,721 120,088 SH   SOLE   120,088 0 0
SEMPRA ENERGY CMN COM 816851109 2,842 24,923 SH   SOLE   24,923 0 0
SYNCHRONY FINANCIAL CMN COM 87165B103 2,922 115,586 SH   SOLE   115,586 0 0
TRIUMPH GROUP INC CMN COM 896818101 1,142 32,183 SH   SOLE   32,183 0 0
UNIVAR INC. CMN COM 91336L107 1,045 55,275 SH   SOLE   55,275 0 0
WESCO AIRCRAFT HOLDINGS, INC. CMN COM 950814103 1,203 89,652 SH   SOLE   89,652 0 0
ALLERGAN PLC CMN COM G0177J108 6,292 27,226 SH   SOLE   27,226 0 0