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 1,647 59,754 SH   SOLE   59,754 0 0
DISH NETWORK CORP CL A 25470M109 2,438 39,184 SH   SOLE   39,184 0 0
STARZ COM SER A 85571Q102 1,561 48,373 SH   SOLE   48,373 0 0
NCR CORP NEW COM 62886E108 1,046 28,629 SH   SOLE   28,629 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 2,340 230,336 SH   SOLE   230,336 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 863 18,152 SH   SOLE   18,152 0 0
COMCAST CORP NEW CL A 20030N101 1,645 32,872 SH   SOLE   32,872 0 0
HOST HOTELS & RESORTS INC COM 44107P104 2,390 118,071 SH   SOLE   118,071 0 0
CROWN HOLDINGS INC COM 228368106 3,862 86,313 SH   SOLE   86,313 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,168 37,287 SH   SOLE   37,287 0 0
SERVICE CORP INTL COM 817565104 4,088 205,612 SH   SOLE   205,612 0 0
AMSURG CORP COM 03232P405 647 13,753 SH   SOLE   13,753 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 1,469 34,542 SH   SOLE   34,542 0 0
ACTAVIS PLC SHS G0083B108 3,231 15,694 SH   SOLE   15,694 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 2,100 78,560 SH   SOLE   78,560 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 1,003 7,607 SH   SOLE   7,607 0 0
MYLAN INC COM 628530107 4,254 87,114 SH   SOLE   87,114 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 813 26,119 SH   SOLE   26,119 0 0
ACTIVISION BLIZZARD INC COM 00507V109 1,384 67,714 SH   SOLE   67,714 0 0
SPX CORP COM 784635104 987 10,035 SH   SOLE   10,035 0 0
UNITED RENTALS INC COM 911363109 4,574 48,180 SH   SOLE   48,180 0 0
COOPER COS INC COM NEW 216648402 2,296 16,715 SH   SOLE   16,715 0 0
PINNACLE ENTMT INC COM 723456109 1,182 49,893 SH   SOLE   49,893 0 0
SM ENERGY CO COM 78454L100 818 11,469 SH   SOLE   11,469 0 0
DREAMWORKS ANIMATION SKG INC CL A 26153C103 544 20,474 SH   SOLE   20,474 0 0
BALL CORP COM 058498106 2,190 39,965 SH   SOLE   39,965 0 0
TELEFLEX INC COM 879369106 2,052 19,138 SH   SOLE   19,138 0 0
CBRE GROUP INC CL A 12504L109 867 31,591 SH   SOLE   31,591 0 0
DIRECTV COM 25490A309 1,970 25,781 SH   SOLE   25,781 0 0
SEALED AIR CORP NEW COM 81211K100 1,545 47,017 SH   SOLE   47,017 0 0
TW TELECOM INC COM 87311L104 2,153 68,862 SH   SOLE   68,862 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 913 29,686 SH   SOLE   29,686 0 0
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 2,353 75,134 SH   SOLE   75,134 0 0
TREEHOUSE FOODS INC COM 89469A104 1,533 21,291 SH   SOLE   21,291 0 0
WOLVERINE WORLD WIDE INC COM 978097103 627 21,967 SH   SOLE   21,967 0 0
WHITING PETE CORP NEW COM 966387102 2,883 41,541 SH   SOLE   41,541 0 0
SILGAN HOLDINGS INC COM 827048109 1,196 24,161 SH   SOLE   24,161 0 0
PVH CORP COM 693656100 1,191 9,542 SH   SOLE   9,542 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 872 40,075 SH   SOLE   40,075 0 0
CHURCHILL DOWNS INC COM 171484108 662 7,248 SH   SOLE   7,248 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,035 19,371 SH   SOLE   19,371 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 3,878 48,722 SH   SOLE   48,722 0 0
GEO GROUP INC COM 36159R103 1,858 57,634 SH   SOLE   57,634 0 0
CARTER INC COM 146229109 652 8,394 SH   SOLE   8,394 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 3,275 113,433 SH   SOLE   113,433 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 833 19,920 SH   SOLE   19,920 0 0
REGAL ENTMT GROUP CL A 758766109 1,210 64,773 SH   SOLE   64,773 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 1,415 53,131 SH   SOLE   53,131 0 0
VIASAT INC COM 92552V100 867 12,561 SH   SOLE   12,561 0 0
ECHOSTAR CORP CL A 278768106 833 17,512 SH   SOLE   17,512 0 0
B & G FOODS INC NEW COM 05508R106 840 27,899 SH   SOLE   27,899 0 0
CINEMARK HOLDINGS INC COM 17243V102 600 20,699 SH   SOLE   20,699 0 0
CATAMARAN CORP COM 148887102 642 14,342 SH   SOLE   14,342 0 0
NATIONAL CINEMEDIA INC COM 635309107 1,169 77,906 SH   SOLE   77,906 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 798 12,395 SH   SOLE   12,395 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 1,539 12,490 SH   SOLE   12,490 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 2,777 65,117 SH   SOLE   65,117 0 0
OASIS PETE INC NEW COM 674215108 806 19,318 SH   SOLE   19,318 0 0
NXP SEMICONDUCTORS N V COM N6596X109 4,989 84,835 SH   SOLE   84,835 0 0
NIELSEN HOLDINGS N V COM N63218106 3,557 79,693 SH   SOLE   79,693 0 0
HCA HOLDINGS INC COM 40412C101 5,465 104,096 SH   SOLE   104,096 0 0
BONANZA CREEK ENERGY INC COM 097793103 624 14,063 SH   SOLE   14,063 0 0
BERRY PLASTICS GROUP INC COM 08579W103 3,371 145,602 SH   SOLE   145,602 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 3,707 28,359 SH   SOLE   28,359 0 0
PINNACLE FOODS INC DEL COM 72348P104 865 28,965 SH   SOLE   28,965 0 0
INTELSAT S A COM L5140P101 456 24,357 SH   SOLE   24,357 0 0
CDW CORP COM 12514G108 968 35,265 SH   SOLE   35,265 0 0
ANTERO RES CORP COM 03674X106 708 11,310 SH   SOLE   11,310 0 0
ARAMARK HLDGS CORP COM 03852U106 2,160 74,706 SH   SOLE   74,706 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 706 31,744 SH   SOLE   31,744 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 1,567 64,604 SH   SOLE   64,604 0 0