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
AFFILIATED MANAGERS GROUP COM 008252108 3,003 20,750 SH   SOLE   20,750 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 3,899 65,700 SH   SOLE   65,700 0 0
ARAMARK COM 03852U106 2,377 62,500 SH   SOLE   62,500 0 0
ATKORE INTL GROUP INC COM 047649108 931 49,700 SH   SOLE   49,700 0 0
BANK NEW YORK MELLON CORP COM 064058100 8,016 201,000 SH   SOLE   201,000 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 1,231 49,700 SH   SOLE   49,700 0 0
BGC PARTNERS INC CL A 05541T101 3,084 352,457 SH   SOLE   352,457 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 1,663 70,000 SH   SOLE   70,000 0 0
BMC STK HLDGS INC COM 05591B109 1,333 75,190 SH   SOLE   75,190 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 3,682 132,500 SH   SOLE   132,500 0 0
CALLIDUS SOFTWARE INC COM 13123E500 1,193 65,000 SH   SOLE   65,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 3,742 52,100 SH   SOLE   52,100 0 0
CATALENT INC COM 148806102 5,943 230,000 SH   SOLE   230,000 0 0
CBRE GROUP INC CL A 12504L109 3,439 122,900 SH   SOLE   122,900 0 0
CITIGROUP INC COM NEW 172967424 4,067 86,100 SH   SOLE   86,100 0 0
CITIZENS FINL GROUP INC COM 174610105 5,295 214,300 SH   SOLE   214,300 0 0
COMERICA INC COM 200340107 3,743 79,100 SH   SOLE   79,100 0 0
COMMSCOPE HLDG CO INC COM 20337X109 3,553 118,000 SH   SOLE   118,000 0 0
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 1,008 72,700 SH   SOLE   72,700 0 0
CYRUSONE INC COM 23283R100 4,557 95,800 SH   SOLE   95,800 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 7,953 273,100 SH   SOLE   273,100 0 0
ELLIE MAE INC COM 28849P100 2,501 23,750 SH   SOLE   23,750 0 0
EVERBRIDGE INC COM 29978A104 590 35,000 SH   SOLE   35,000 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 2,369 46,000 SH   SOLE   46,000 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 6,662 180,500 SH   SOLE   180,500 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 2,157 172,800 SH   SOLE   172,800 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 8,319 108,000 SH   SOLE   108,000 0 0
FIRST HAWAIIAN INC COM 32051X108 3,611 134,424 SH   SOLE   134,424 0 0
GENPACT LIMITED SHS G3922B107 1,677 70,000 SH   SOLE   70,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,983 24,700 SH   SOLE   24,700 0 0
GRAMERCY PPTY TR COM 385002100 4,622 479,500 SH   SOLE   479,500 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 2,501 58,400 SH   SOLE   58,400 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 4,539 16,850 SH   SOLE   16,850 0 0
INVESCO LTD SHS G491BT108 2,417 77,300 SH   SOLE   77,300 0 0
J ALEXANDERS HLDGS INC COM 46609J106 588 58,057 SH   SOLE   58,057 0 0
KEARNY FINL CORP MD COM 48716P108 3,001 220,476 SH   SOLE   220,476 0 0
LEGG MASON INC COM 524901105 3,651 109,041 SH   SOLE   109,041 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 2,954 200,000 SH   SOLE   200,000 0 0
MGIC INVT CORP WIS COM 552848103 1,243 155,338 SH   SOLE   155,338 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 7,474 286,700 SH   SOLE   286,700 0 0
MOODYS CORP COM 615369105 4,764 44,000 SH   SOLE   44,000 0 0
MORGAN STANLEY COM NEW 617446448 4,153 129,543 SH   SOLE   129,543 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 1,520 29,900 SH   SOLE   29,900 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 2,313 167,500 SH   SOLE   167,500 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 2,490 95,000 SH   SOLE   95,000 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 2,274 184,300 SH   SOLE   184,300 0 0
RICE ENERGY INC COM 762760106 1,958 75,000 SH   SOLE   75,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 3,099 98,150 SH   SOLE   98,150 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 3,405 28,750 SH   SOLE   28,750 0 0
STATE STR CORP COM 857477103 1,756 25,213 SH   SOLE   25,213 0 0
SVB FINL GROUP COM 78486Q101 1,846 16,700 SH   SOLE   16,700 0 0
SYNCHRONY FINL COM 87165B103 3,674 131,200 SH   SOLE   131,200 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 3,323 60,506 SH   SOLE   60,506 0 0
TOTAL SYS SVCS INC COM 891906109 3,499 74,200 SH   SOLE   74,200 0 0
TRANSUNION COM 89400J107 13,710 397,392 SH   SOLE   397,392 0 0
TRINSEO S A SHS L9340P101 2,545 45,000 SH   SOLE   45,000 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 5,957 119,579 SH   SOLE   119,579 0 0
VECTOR GROUP LTD COM 92240M108 2,369 110,040 SH   SOLE   110,040 0 0
VISA INC COM CL A 92826C839 4,204 50,836 SH   SOLE   50,836 0 0
VOYA FINL INC COM 929089100 4,150 144,000 SH   SOLE   144,000 0 0
VWR CORP COM 91843L103 4,211 148,500 SH   SOLE   148,500 0 0
WELLS FARGO & CO NEW COM 949746101 1,151 26,000 SH   SOLE   26,000 0 0
ZIONS BANCORPORATION COM 989701107 2,801 90,300 SH   SOLE   90,300 0 0