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 7,554 132,114 SH   SOLE   131,772 0 342
STARZ COM SER A 85571Q102 9,529 284,461 SH   SOLE   283,732 0 729
GRAPHIC PACKAGING HLDG CO COM 388689101 10,193 794,486 SH   SOLE   792,416 0 2,070
BROADCOM CORP CL A 111320107 5,999 103,754 SH   SOLE   103,486 0 268
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 14,995 275,844 SH   SOLE   275,137 0 707
GOODYEAR TIRE & RUBR CO COM 382550101 1,309 40,081 SH   SOLE   39,976 0 105
SIX FLAGS ENTMT CORP NEW COM 83001A102 4,980 90,648 SH   SOLE   90,416 0 232
CROWN CASTLE INTL CORP NEW COM 22822V101 1,393 16,119 SH   SOLE   16,077 0 42
SMUCKER J M CO COM NEW 832696405 8,724 70,734 SH   SOLE   70,554 0 180
CROWN HOLDINGS INC COM 228368106 14,548 286,948 SH   SOLE   286,210 0 738
CONSTELLATION BRANDS INC CL A 21036P108 9,011 63,264 SH   SOLE   63,106 0 158
SERVICE CORP INTL COM 817565104 14,792 568,491 SH   SOLE   566,998 0 1,493
AMSURG CORP COM 03232P405 9,188 120,895 SH   SOLE   120,574 0 321
COTT CORP QUE COM 22163N106 7,473 680,024 SH   SOLE   678,262 0 1,762
RYMAN HOSPITALITY PPTYS INC COM 78377T107 6,038 116,923 SH   SOLE   116,616 0 307
CYPRESS SEMICONDUCTOR CORP COM 232806109 5,584 569,259 SH   SOLE   567,788 0 1,471
LIONS GATE ENTMNT CORP COM NEW 535919203 4,848 149,661 SH   SOLE   149,275 0 386
NETFLIX INC COM 64110L106 2,851 24,930 SH   SOLE   24,867 0 63
TEMPUR SEALY INTL INC COM 88023U101 3,661 51,962 SH   SOLE   51,828 0 134
LKQ CORP COM 501889208 5,397 182,139 SH   SOLE   181,663 0 476
ACTIVISION BLIZZARD INC COM 00507V109 5,303 136,989 SH   SOLE   136,611 0 378
UNITED RENTALS INC COM 911363109 3,108 42,848 SH   SOLE   42,736 0 112
ORBITAL ATK INC COM 68557N103 8,753 97,972 SH   SOLE   97,717 0 255
BALL CORP COM 058498106 5,603 77,036 SH   SOLE   76,835 0 201
CBRE GROUP INC CL A 12504L109 4,947 143,065 SH   SOLE   142,693 0 372
SEALED AIR CORP NEW COM 81211K100 11,851 265,721 SH   SOLE   265,035 0 686
JARDEN CORP COM 471109108 3,237 56,669 SH   SOLE   56,524 0 145
REPUBLIC SVCS INC COM 760759100 9,345 212,438 SH   SOLE   211,887 0 551
SILGAN HOLDINGS INC COM 827048109 13,594 253,062 SH   SOLE   252,387 0 675
LIVE NATION ENTERTAINMENT IN COM 538034109 3,363 136,889 SH   SOLE   136,532 0 357
CHURCHILL DOWNS INC COM 171484108 6,863 48,503 SH   SOLE   48,376 0 127
FIDELITY NATL INFORMATION SV COM 31620M106 11,549 190,584 SH   SOLE   190,088 0 496
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 4,620 66,686 SH   SOLE   66,511 0 175
CARTER INC COM 146229109 5,121 57,523 SH   SOLE   57,373 0 150
EQUINIX INC COM PAR $0.001 29444U700 1,366 4,516 SH   SOLE   4,504 0 12
REGAL ENTMT GROUP CL A 758766109 4,096 217,087 SH   SOLE   216,525 0 562
PRESTIGE BRANDS HLDGS INC COM 74112D101 6,899 134,008 SH   SOLE   133,656 0 352
SALLY BEAUTY HLDGS INC COM 79546E104 2,999 107,528 SH   SOLE   107,248 0 280
VIASAT INC COM 92552V100 5,235 85,804 SH   SOLE   85,580 0 224
AECOM COM 00766T100 1,293 43,049 SH   SOLE   42,937 0 112
TIME WARNER CABLE INC COM 88732J207 5,813 31,323 SH   SOLE   31,244 0 79
ECHOSTAR CORP CL A 278768106 2,355 60,215 SH   SOLE   60,060 0 155
THE ADT CORPORATION COM 00101J106 3,520 106,732 SH   SOLE   106,453 0 279
AVAGO TECHNOLOGIES LTD SHS Y0486S104 2,983 20,553 SH   SOLE   20,499 0 54
TEAM HEALTH HOLDINGS INC COM 87817A107 2,137 48,695 SH   SOLE   48,569 0 126
KAR AUCTION SVCS INC COM 48238T109 3,924 105,979 SH   SOLE   105,702 0 277
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 5,787 31,608 SH   SOLE   31,527 0 81
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 10,105 219,381 SH   SOLE   218,810 0 571
NXP SEMICONDUCTORS N V COM N6596X109 9,894 117,431 SH   SOLE   117,127 0 304
NIELSEN HLDGS PLC SHS EUR G6518L108 13,559 290,966 SH   SOLE   290,212 0 754
HCA HOLDINGS INC COM 40412C101 3,277 48,459 SH   SOLE   48,339 0 120
ACADIA HEALTHCARE COMPANY IN COM 00404A109 2,547 40,772 SH   SOLE   40,665 0 107
BERRY PLASTICS GROUP INC COM 08579W103 6,390 176,613 SH   SOLE   176,146 0 467
WHITEWAVE FOODS CO COM 966244105 3,415 87,768 SH   SOLE   87,539 0 229
LIBERTY MEDIA CORP DELAWARE CL A 531229102 787 20,063 SH   SOLE   19,941 0 122
PINNACLE FOODS INC DEL COM 72348P104 7,189 169,314 SH   SOLE   168,863 0 451
SABRE CORP COM 78573M104 6,312 225,668 SH   SOLE   225,082 0 586
CDW CORP COM 12514G108 10,242 243,633 SH   SOLE   243,001 0 632
HD SUPPLY HLDGS INC COM 40416M105 3,365 112,066 SH   SOLE   111,770 0 296
ENVISION HEALTHCARE HLDGS IN COM 29413U103 3,916 150,774 SH   SOLE   150,378 0 396
ARAMARK COM 03852U106 13,434 416,567 SH   SOLE   415,487 0 1,080
HILTON WORLDWIDE HLDGS INC COM 43300A104 9,527 445,175 SH   SOLE   444,028 0 1,147
AMC ENTMT HLDGS INC CL A COM 00165C104 6,461 269,204 SH   SOLE   268,505 0 699
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 11,000 280,318 SH   SOLE   279,596 0 722
LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 13,265 348,341 SH   SOLE   347,517 0 824
ZAYO GROUP HLDGS INC COM 98919V105 5,959 224,091 SH   SOLE   223,509 0 582
RESTAURANT BRANDS INTL INC COM 76131D103 2,762 73,917 SH   SOLE   73,726 0 191
VISTA OUTDOOR INC COM 928377100 10,132 227,640 SH   SOLE   227,046 0 594
TRANSUNION COM 89400J107 9,994 362,511 SH   SOLE   361,580 0 931
WESTROCK CO COM 96145D105 4,590 100,619 SH   SOLE   100,357 0 262
KRAFT HEINZ CO COM 500754106 4,145 56,970 SH   SOLE   56,821 0 149