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
IRON MTN INC COM 462846106 2,964 97,654 SH   SOLE   97,654 0 0
DISH NETWORK CORP CL A 25470M109 3,700 63,884 SH   SOLE   63,884 0 0
STARZ COM SER A 85571Q102 2,347 80,253 SH   SOLE   80,253 0 0
NCR CORP NEW COM 62886E108 1,061 31,162 SH   SOLE   31,162 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 3,672 382,510 SH   SOLE   382,510 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,480 30,114 SH   SOLE   30,114 0 0
COMCAST CORP NEW CL A 20030N101 2,798 53,838 SH   SOLE   53,838 0 0
HOST HOTELS & RESORTS INC COM 44107P104 3,740 192,412 SH   SOLE   192,412 0 0
CROWN HOLDINGS INC COM 228368106 6,265 140,558 SH   SOLE   140,558 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,273 60,720 SH   SOLE   60,720 0 0
SERVICE CORP INTL COM 817565104 6,071 334,878 SH   SOLE   334,878 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 2,393 57,273 SH   SOLE   57,273 0 0
ACTAVIS PLC SHS G0083B108 4,305 25,623 SH   SOLE   25,623 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 4,068 128,488 SH   SOLE   128,488 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 1,480 12,609 SH   SOLE   12,609 0 0
MYLAN INC COM 628530107 6,164 142,017 SH   SOLE   142,017 0 0
DENBURY RES INC COM NEW 247916208 2,545 154,884 SH   SOLE   154,884 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 1,500 43,341 SH   SOLE   43,341 0 0
ACTIVISION BLIZZARD INC COM 00507V109 1,990 111,629 SH   SOLE   111,629 0 0
SPX CORP COM 784635104 1,655 16,616 SH   SOLE   16,616 0 0
UNITED RENTALS INC COM 911363109 6,131 78,654 SH   SOLE   78,654 0 0
COOPER COS INC COM NEW 216648402 3,381 27,300 SH   SOLE   27,300 0 0
PINNACLE ENTMT INC COM 723456109 2,153 82,827 SH   SOLE   82,827 0 0
SM ENERGY CO COM 78454L100 1,054 12,676 SH   SOLE   12,676 0 0
DREAMWORKS ANIMATION SKG INC CL A 26153C103 1,206 33,973 SH   SOLE   33,973 0 0
BALL CORP COM 058498106 3,371 65,258 SH   SOLE   65,258 0 0
TELEFLEX INC COM 879369106 2,941 31,336 SH   SOLE   31,336 0 0
CBRE GROUP INC CL A 12504L109 1,350 51,316 SH   SOLE   51,316 0 0
DIRECTV COM 25490A309 2,909 42,130 SH   SOLE   42,130 0 0
SEALED AIR CORP NEW COM 81211K100 2,658 78,047 SH   SOLE   78,047 0 0
REPUBLIC SVCS INC COM 760759100 11 335 SH   SOLE   335 0 0
TW TELECOM INC COM 87311L104 3,419 112,195 SH   SOLE   112,195 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 1,310 49,233 SH   SOLE   49,233 0 0
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 4,998 155,845 SH   SOLE   155,845 0 0
TREEHOUSE FOODS INC COM 89469A104 2,431 35,272 SH   SOLE   35,272 0 0
WOLVERINE WORLD WIDE INC COM 978097103 1,237 36,417 SH   SOLE   36,417 0 0
WHITING PETE CORP NEW COM 966387102 4,194 67,781 SH   SOLE   67,781 0 0
SILGAN HOLDINGS INC COM 827048109 1,923 40,036 SH   SOLE   40,036 0 0
PVH CORP COM 693656100 2,154 15,833 SH   SOLE   15,833 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,313 66,442 SH   SOLE   66,442 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,725 32,138 SH   SOLE   32,138 0 0
WASTE CONNECTIONS INC COM 941053100 6 130 SH   SOLE   130 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 6,313 79,456 SH   SOLE   79,456 0 0
GEO GROUP INC COM 36159R103 3,032 94,096 SH   SOLE   94,096 0 0
CARTER INC COM 146229109 1,000 13,923 SH   SOLE   13,923 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 5,428 184,957 SH   SOLE   184,957 0 0
BIO RAD LABS INC CL A 090572207 3,341 27,026 SH   SOLE   27,026 0 0
COVANTA HLDG CORP COM 22282E102 751 42,290 SH   SOLE   42,290 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 1,627 33,042 SH   SOLE   33,042 0 0
REGAL ENTMT GROUP CL A 758766109 2,073 106,556 SH   SOLE   106,556 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 2,523 88,168 SH   SOLE   88,168 0 0
VIASAT INC COM 92552V100 1,305 20,836 SH   SOLE   20,836 0 0
ECHOSTAR CORP CL A 278768106 1,443 29,029 SH   SOLE   29,029 0 0
B & G FOODS INC NEW COM 05508R106 1,571 46,327 SH   SOLE   46,327 0 0
CINEMARK HOLDINGS INC COM 17243V102 1,142 34,260 SH   SOLE   34,260 0 0
HILLENBRAND INC COM 431571108 4 136 SH   SOLE   136 0 0
NATIONAL CINEMEDIA INC COM 635309107 2,579 129,204 SH   SOLE   129,204 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 1,068 20,199 SH   SOLE   20,199 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 2,790 20,403 SH   SOLE   20,403 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 4,135 106,661 SH   SOLE   106,661 0 0
OASIS PETE INC NEW COM 674215108 1,505 32,048 SH   SOLE   32,048 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,355 138,365 SH   SOLE   138,365 0 0
NIELSEN HOLDINGS N V COM N63218106 5,968 130,054 SH   SOLE   130,054 0 0
HCA HOLDINGS INC COM 40412C101 8,096 169,699 SH   SOLE   169,699 0 0
BERRY PLASTICS GROUP INC COM 08579W103 5,657 237,790 SH   SOLE   237,790 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 5,387 36,825 SH   SOLE   36,825 0 0
PINNACLE FOODS INC DEL COM 72348P104 1,319 48,021 SH   SOLE   48,021 0 0
INTELSAT S A COM L5140P101 915 40,596 SH   SOLE   40,596 0 0
CDW CORP COM 12514G108 1,367 58,534 SH   SOLE   58,534 0 0
ARAMARK HLDGS CORP COM 03852U106 3,195 121,838 SH   SOLE   121,838 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 1,152 51,781 SH   SOLE   51,781 0 0