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
DISH NETWORK CORP CL A 25470M109 2,698 41,461 SH   SOLE 0 41,260 0 201
STARZ COM SER A 85571Q102 1,522 51,090 SH   SOLE 0 50,831 0 259
NCR CORP NEW COM 62886E108 1,060 30,197 SH   SOLE 0 30,048 0 149
GRAPHIC PACKAGING HLDG CO COM 388689101 2,859 244,380 SH   SOLE 0 243,138 0 1,242
COMCAST CORP NEW CL A 20030N101 1,861 34,664 SH   SOLE 0 34,493 0 171
HOST HOTELS & RESORTS INC COM 44107P104 2,739 124,439 SH   SOLE 0 123,833 0 606
CROWN HOLDINGS INC COM 228368106 4,545 91,343 SH   SOLE 0 90,900 0 443
CONSTELLATION BRANDS INC CL A 21036P108 3,475 39,427 SH   SOLE 0 39,236 0 191
SERVICE CORP INTL COM 817565104 4,505 217,428 SH   SOLE 0 216,374 0 1,054
AMSURG CORP COM 03232P405 3,611 79,231 SH   SOLE 0 78,840 0 391
RYMAN HOSPITALITY PPTYS INC COM 78377T107 1,756 36,476 SH   SOLE 0 36,292 0 184
ACTAVIS PLC SHS G0083B108 3,690 16,543 SH   SOLE 0 16,462 0 81
LIONS GATE ENTMNT CORP COM NEW 535919203 2,367 82,809 SH   SOLE 0 82,405 0 404
VALEANT PHARMACEUTICALS INTL COM 91911K102 1,013 8,031 SH   SOLE 0 7,991 0 40
MYLAN INC COM 628530107 4,751 92,145 SH   SOLE 0 91,697 0 448
TWENTY FIRST CENTY FOX INC CL B 90130A200 945 27,595 SH   SOLE 0 27,455 0 140
ACTIVISION BLIZZARD INC COM 00507V109 1,603 71,891 SH   SOLE 0 71,531 0 360
SPX CORP COM 784635104 1,146 10,594 SH   SOLE 0 10,541 0 53
UNITED RENTALS INC COM 911363109 5,336 50,949 SH   SOLE 0 50,701 0 248
COOPER COS INC COM NEW 216648402 2,388 17,621 SH   SOLE 0 17,535 0 86
PINNACLE ENTMT INC COM 723456109 1,336 53,050 SH   SOLE 0 52,780 0 270
SM ENERGY CO COM 78454L100 1,019 12,119 SH   SOLE 0 12,057 0 62
DREAMWORKS ANIMATION SKG INC CL A 26153C103 503 21,630 SH   SOLE 0 21,520 0 110
BALL CORP COM 058498106 2,641 42,130 SH   SOLE 0 41,924 0 206
TELEFLEX INC COM 879369106 2,132 20,185 SH   SOLE 0 20,085 0 100
CBRE GROUP INC CL A 12504L109 1,066 33,285 SH   SOLE 0 33,124 0 161
DIRECTV COM 25490A309 1,155 13,592 SH   SOLE 0 13,526 0 66
SEALED AIR CORP NEW COM 81211K100 1,697 49,662 SH   SOLE 0 49,410 0 252
TW TELECOM INC COM 87311L104 1,960 48,626 SH   SOLE 0 48,389 0 237
SUPERIOR ENERGY SVCS INC COM 868157108 1,133 31,353 SH   SOLE 0 31,194 0 159
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 2,604 79,282 SH   SOLE 0 78,887 0 395
TREEHOUSE FOODS INC COM 89469A104 1,800 22,479 SH   SOLE 0 22,366 0 113
WOLVERINE WORLD WIDE INC COM 978097103 605 23,199 SH   SOLE 0 23,082 0 117
WHITING PETE CORP NEW COM 966387102 3,529 43,974 SH   SOLE 0 43,760 0 214
SILGAN HOLDINGS INC COM 827048109 1,296 25,509 SH   SOLE 0 25,381 0 128
PVH CORP COM 693656100 1,175 10,078 SH   SOLE 0 10,027 0 51
LIVE NATION ENTERTAINMENT IN COM 538034109 1,045 42,327 SH   SOLE 0 42,113 0 214
CHURCHILL DOWNS INC COM 171484108 689 7,647 SH   SOLE 0 7,609 0 38
FIDELITY NATL INFORMATION SV COM 31620M106 1,120 20,458 SH   SOLE 0 20,354 0 104
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 4,167 51,553 SH   SOLE 0 51,302 0 251
CARTER INC COM 146229109 917 13,307 SH   SOLE 0 13,239 0 68
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 3,510 119,564 SH   SOLE 0 118,980 0 584
HORNBECK OFFSHORE SVCS INC N COM 440543106 987 21,044 SH   SOLE 0 20,937 0 107
REGAL ENTMT GROUP CL A 758766109 1,441 68,316 SH   SOLE 0 67,979 0 337
HERTZ GLOBAL HOLDINGS INC COM 42805T105 1,573 56,129 SH   SOLE 0 55,844 0 285
VIASAT INC COM 92552V100 769 13,265 SH   SOLE 0 13,198 0 67
ECHOSTAR CORP CL A 278768106 979 18,490 SH   SOLE 0 18,397 0 93
B & G FOODS INC NEW COM 05508R106 963 29,467 SH   SOLE 0 29,318 0 149
CINEMARK HOLDINGS INC COM 17243V102 772 21,830 SH   SOLE 0 21,722 0 108
CATAMARAN CORP COM 148887102 668 15,131 SH   SOLE 0 15,056 0 75
AVAGO TECHNOLOGIES LTD SHS Y0486S104 942 13,070 SH   SOLE 0 13,006 0 64
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 2,086 13,169 SH   SOLE 0 13,104 0 65
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 3,229 69,033 SH   SOLE 0 68,690 0 343
OASIS PETE INC NEW COM 674215108 1,141 20,408 SH   SOLE 0 20,304 0 104
NXP SEMICONDUCTORS N V COM N6596X109 5,936 89,701 SH   SOLE 0 89,264 0 437
NIELSEN N V COM N63218106 4,083 84,348 SH   SOLE 0 83,936 0 412
HCA HOLDINGS INC COM 40412C101 6,206 110,083 SH   SOLE 0 109,548 0 535
BONANZA CREEK ENERGY INC COM 097793103 1,697 29,665 SH   SOLE 0 29,519 0 146
BERRY PLASTICS GROUP INC COM 08579W103 3,960 153,502 SH   SOLE 0 152,750 0 752
LIBERTY MEDIA CORP DELAWARE CL A 531229102 4,106 30,041 SH   SOLE 0 29,895 0 146
PINNACLE FOODS INC DEL COM 72348P104 1,006 30,590 SH   SOLE 0 30,435 0 155
INTELSAT S A COM L5140P101 1,502 79,705 SH   SOLE 0 79,298 0 407
CDW CORP COM 12514G108 1,188 37,257 SH   SOLE 0 37,067 0 190
ENVISION HEALTHCARE HLDGS IN COM 29413U103 771 21,477 SH   SOLE 0 21,371 0 106
ANTERO RES CORP COM 03674X106 2,486 37,878 SH   SOLE 0 37,691 0 187
ARAMARK COM 03852U106 2,712 104,796 SH   SOLE 0 104,279 0 517
HILTON WORLDWIDE HLDGS INC COM 43300A104 780 33,481 SH   SOLE 0 33,316 0 165
AMC ENTMT HLDGS INC CL A COM 00165C104 1,696 68,178 SH   SOLE 0 67,838 0 340