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 5,210 74,368 SH   SOLE   74,026 0 342
STARZ COM SER A 85571Q102 5,559 161,559 SH   SOLE   160,805 0 754
GRAPHIC PACKAGING HLDG CO COM 388689101 6,464 444,573 SH   SOLE   442,503 0 2,070
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 6,733 125,062 SH   SOLE   124,492 0 570
COMCAST CORP NEW CL A 20030N101 1,396 24,718 SH   SOLE   24,604 0 114
SMUCKER J M CO COM NEW 832696405 2,964 25,611 SH   SOLE   25,491 0 120
HOST HOTELS & RESORTS INC COM 44107P104 1,503 74,461 SH   SOLE   74,111 0 350
CROWN HOLDINGS INC COM 228368106 8,771 162,358 SH   SOLE   161,620 0 738
CONSTELLATION BRANDS INC CL A 21036P108 8,141 70,057 SH   SOLE   69,739 0 318
SERVICE CORP INTL COM 817565104 11,771 451,879 SH   SOLE   449,823 0 2,056
AMSURG CORP COM 03232P405 8,737 142,019 SH   SOLE   141,367 0 652
RYMAN HOSPITALITY PPTYS INC COM 78377T107 3,821 62,734 SH   SOLE   62,427 0 307
CYPRESS SEMICONDUCTOR CORP COM 232806109 2,986 211,646 SH   SOLE   210,665 0 981
ACTAVIS PLC SHS G0083B108 6,587 22,132 SH   SOLE   22,031 0 101
LIONS GATE ENTMNT CORP COM NEW 535919203 5,012 147,747 SH   SOLE   147,074 0 673
VALEANT PHARMACEUTICALS INTL COM 91911K102 2,886 14,532 SH   SOLE   14,465 0 67
MYLAN N V SHS EURO N59465109 4,839 81,541 SH   SOLE   81,165 0 376
ACTIVISION BLIZZARD INC COM 00507V109 4,410 194,040 SH   SOLE   193,140 0 900
UNITED RENTALS INC COM 911363109 2,215 24,301 SH   SOLE   24,189 0 112
ORBITAL ATK INC COM 68557N103 4,206 54,882 SH   SOLE   54,627 0 255
BALL CORP COM 058498106 3,073 43,497 SH   SOLE   43,296 0 201
TELEFLEX INC COM 879369106 2,156 17,840 SH   SOLE   17,757 0 83
CBRE GROUP INC CL A 12504L109 3,109 80,317 SH   SOLE   79,945 0 372
SEALED AIR CORP NEW COM 81211K100 6,752 148,201 SH   SOLE   147,515 0 686
JARDEN CORP COM 471109108 4,873 92,108 SH   SOLE   91,682 0 426
TREEHOUSE FOODS INC COM 89469A104 3,446 40,526 SH   SOLE   40,338 0 188
WOLVERINE WORLD WIDE INC COM 978097103 1,404 41,976 SH   SOLE   41,781 0 195
SILGAN HOLDINGS INC COM 827048109 2,678 46,076 SH   SOLE   45,862 0 214
LIVE NATION ENTERTAINMENT IN COM 538034109 1,929 76,441 SH   SOLE   76,084 0 357
CHURCHILL DOWNS INC COM 171484108 3,120 27,138 SH   SOLE   27,011 0 127
FIDELITY NATL INFORMATION SV COM 31620M106 5,021 73,767 SH   SOLE   73,421 0 346
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 4,207 50,387 SH   SOLE   50,153 0 234
GEO GROUP INC NEW COM 36162J106 2,374 54,267 SH   SOLE   54,029 0 238
CARTER INC COM 146229109 2,234 24,163 SH   SOLE   24,050 0 113
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 4,978 170,554 SH   SOLE   169,776 0 778
MEADWESTVACO CORP COM 583334107 2,724 54,616 SH   SOLE   54,362 0 254
REGAL ENTMT GROUP CL A 758766109 2,792 122,232 SH   SOLE   121,670 0 562
PRESTIGE BRANDS HLDGS INC COM 74112D101 4,352 101,471 SH   SOLE   101,004 0 467
VIASAT INC COM 92552V100 2,853 47,861 SH   SOLE   47,637 0 224
ECHOSTAR CORP CL A 278768106 1,728 33,407 SH   SOLE   33,252 0 155
AVAGO TECHNOLOGIES LTD SHS Y0486S104 2,932 23,090 SH   SOLE   22,983 0 107
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 2,255 11,678 SH   SOLE   11,625 0 53
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 7,109 123,738 SH   SOLE   123,167 0 571
NXP SEMICONDUCTORS N V COM N6596X109 9,494 94,603 SH   SOLE   94,174 0 429
NIELSEN N V COM N63218106 7,367 165,297 SH   SOLE   164,543 0 754
HCA HOLDINGS INC COM 40412C101 7,126 94,725 SH   SOLE   94,289 0 436
KRAFT FOODS GROUP INC COM 50076Q106 2,777 31,883 SH   SOLE   31,734 0 149
BERRY PLASTICS GROUP INC COM 08579W103 9,919 274,071 SH   SOLE   272,818 0 1,253
WHITEWAVE FOODS CO COM 966244105 1,592 35,913 SH   SOLE   35,744 0 169
LIBERTY MEDIA CORP DELAWARE CL A 531229102 774 20,078 SH   SOLE   19,956 0 122
PINNACLE FOODS INC DEL COM 72348P104 7,094 173,830 SH   SOLE   173,035 0 795
VWR CORP COM 91843L103 3,100 119,283 SH   SOLE   118,733 0 550
INTELSAT S A COM L5140P101 1,568 130,653 SH   SOLE   129,975 0 678
CDW CORP COM 12514G108 6,141 164,915 SH   SOLE   164,154 0 761
HD SUPPLY HLDGS INC COM 40416M105 5,571 178,816 SH   SOLE   177,994 0 822
ENVISION HEALTHCARE HLDGS IN COM 29413U103 4,768 124,321 SH   SOLE   123,750 0 571
ANTERO RES CORP COM 03674X106 3,965 112,251 SH   SOLE   111,704 0 547
ARAMARK COM 03852U106 7,429 234,874 SH   SOLE   233,794 0 1,080
HILTON WORLDWIDE HLDGS INC COM 43300A104 7,437 251,095 SH   SOLE   249,948 0 1,147
AMC ENTMT HLDGS INC CL A COM 00165C104 5,369 151,273 SH   SOLE   150,574 0 699
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 2,457 72,807 SH   SOLE   72,471 0 336
LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 7,127 186,571 SH   SOLE   185,747 0 824
ZAYO GROUP HLDGS INC COM 98919V105 3,062 109,507 SH   SOLE   109,000 0 507
VISTA OUTDOOR INC COM 928377100 5,462 127,560 SH   SOLE   126,966 0 594