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
REALTY INCOME CORP COM 756109104 2,608 38,960 SH   SOLE   38,296 0 664
DISH NETWORK CORP CL A 25470M109 11,064 201,970 SH   SOLE   198,535 0 3,435
NEWELL BRANDS INC COM 651229106 7,001 132,946 SH   SOLE   130,682 0 2,264
GRAPHIC PACKAGING HLDG CO COM 388689101 14,178 1,013,442 SH   SOLE   996,208 0 17,234
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 17,623 379,963 SH   SOLE   373,503 0 6,460
GLOBAL PMTS INC COM 37940X102 8,182 106,598 SH   SOLE   104,783 0 1,815
SIX FLAGS ENTMT CORP NEW COM 83001A102 9,035 168,530 SH   SOLE   165,643 0 2,887
CROWN CASTLE INTL CORP NEW COM 22822V101 5,940 63,048 SH   SOLE   61,974 0 1,074
SMUCKER J M CO COM NEW 832696405 10,432 76,966 SH   SOLE   75,658 0 1,308
CROWN HOLDINGS INC COM 228368106 20,636 361,468 SH   SOLE   355,320 0 6,148
CONSTELLATION BRANDS INC CL A 21036P108 12,785 76,790 SH   SOLE   75,482 0 1,308
PDC ENERGY INC COM 69327R101 671 10,000 SH   SOLE   9,828 0 172
SERVICE CORP INTL COM 817565104 8,459 318,733 SH   SOLE   313,307 0 5,426
L BRANDS INC COM 501797104 5,192 73,364 SH   SOLE   72,115 0 1,249
AMSURG CORP COM 03232P405 5,693 84,909 SH   SOLE   83,465 0 1,444
COTT CORP QUE COM 22163N106 10,813 758,825 SH   SOLE   745,905 0 12,920
RYMAN HOSPITALITY PPTYS INC COM 78377T107 7,234 150,218 SH   SOLE   147,661 0 2,557
TENET HEALTHCARE CORP COM NEW 88033G407 5,117 225,813 SH   SOLE   221,955 0 3,858
EPR PPTYS COM SH BEN INT 26884U109 3,250 41,273 SH   SOLE   40,563 0 710
CIMAREX ENERGY CO COM 171798101 1,344 10,000 SH   SOLE   9,827 0 173
TEMPUR SEALY INTL INC COM 88023U101 3,708 65,352 SH   SOLE   64,240 0 1,112
LKQ CORP COM 501889208 8,291 233,805 SH   SOLE   229,823 0 3,982
SCHEIN HENRY INC COM 806407102 5,229 32,081 SH   SOLE   31,534 0 547
ACTIVISION BLIZZARD INC COM 00507V109 5,078 114,620 SH   SOLE   112,668 0 1,952
ORBITAL ATK INC COM 68557N103 11,723 153,787 SH   SOLE   151,171 0 2,616
YUM BRANDS INC COM 988498101 1,871 20,605 SH   SOLE   20,261 0 344
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 5,343 166,188 SH   SOLE   163,357 0 2,831
SM ENERGY CO COM 78454L100 694 18,000 SH   SOLE   17,691 0 309
BALL CORP COM 058498106 12,216 149,061 SH   SOLE   146,524 0 2,537
CBRE GROUP INC CL A 12504L109 5,452 194,842 SH   SOLE   191,524 0 3,318
DENTSPLY SIRONA INC COM 24906P109 6,744 113,471 SH   SOLE   111,539 0 1,932
SEALED AIR CORP NEW COM 81211K100 15,409 336,298 SH   SOLE   330,579 0 5,719
PERFORMANCE FOOD GROUP CO COM 71377A103 6,309 254,392 SH   SOLE   250,059 0 4,333
REPUBLIC SVCS INC COM 760759100 19,161 379,811 SH   SOLE   373,351 0 6,460
SILGAN HOLDINGS INC COM 827048109 18,464 364,972 SH   SOLE   358,765 0 6,207
LIVE NATION ENTERTAINMENT IN COM 538034109 6,742 245,337 SH   SOLE   241,160 0 4,177
CHURCHILL DOWNS INC COM 171484108 12,077 82,518 SH   SOLE   81,112 0 1,406
FIDELITY NATL INFORMATION SV COM 31620M106 18,834 244,503 SH   SOLE   240,346 0 4,157
CARTER INC COM 146229109 6,460 74,504 SH   SOLE   73,236 0 1,268
EQUINIX INC COM PAR $0.001 29444U700 9,084 25,215 SH   SOLE   24,785 0 430
EXTRA SPACE STORAGE INC COM 30225T102 2,729 34,368 SH   SOLE   33,783 0 585
REGAL ENTMT GROUP CL A 758766109 5,985 275,176 SH   SOLE   270,492 0 4,684
HANESBRANDS INC COM 410345102 1,940 76,814 SH   SOLE   75,496 0 1,318
SALLY BEAUTY HLDGS INC COM 79546E104 8,478 330,127 SH   SOLE   324,506 0 5,621
VIASAT INC COM 92552V100 4,278 57,309 SH   SOLE   56,333 0 976
MARKETAXESS HLDGS INC COM 57060D108 3,459 20,891 SH   SOLE   20,531 0 360
CONCHO RES INC COM 20605P101 1,373 10,000 SH   SOLE   9,827 0 173
ECHOSTAR CORP CL A 278768106 3,317 75,674 SH   SOLE   74,385 0 1,289
WASTE CONNECTIONS INC COM 94106B101 5,224 69,932 SH   SOLE   68,741 0 1,191
BROADCOM LTD SHS Y09827109 5,535 32,084 SH   SOLE   31,538 0 546
KAR AUCTION SVCS INC COM 48238T109 5,887 136,396 SH   SOLE   134,073 0 2,323
NXP SEMICONDUCTORS N V COM N6596X109 10,871 106,569 SH   SOLE   104,744 0 1,825
NIELSEN HLDGS PLC SHS EUR G6518L108 16,786 313,343 SH   SOLE   308,015 0 5,328
HCA HOLDINGS INC COM 40412C101 4,421 58,458 SH   SOLE   57,463 0 995
HUNTINGTON INGALLS INDS INC COM 446413106 2,985 19,456 SH   SOLE   19,124 0 332
VEREIT INC COM 92339V100 3,351 323,136 SH   SOLE   317,650 0 5,486
BERRY PLASTICS GROUP INC COM 08579W103 9,952 226,953 SH   SOLE   223,088 0 3,865
PINNACLE FOODS INC DEL COM 72348P104 9,329 185,957 SH   SOLE   182,795 0 3,162
SABRE CORP COM 78573M104 6,686 237,274 SH   SOLE   233,234 0 4,040
CDW CORP COM 12514G108 14,205 310,625 SH   SOLE   305,335 0 5,290
ENVISION HEALTHCARE HLDGS IN COM 29413U103 1,939 87,069 SH   SOLE   85,586 0 1,483
GAMING & LEISURE PPTYS INC COM 36467J108 3,294 98,490 SH   SOLE   96,812 0 1,678
ALLEGION PUB LTD CO ORD SHS G0176J109 10,822 157,049 SH   SOLE   154,375 0 2,674
ARAMARK COM 03852U106 16,111 423,630 SH   SOLE   416,428 0 7,202
AMC ENTMT HLDGS INC CL A COM 00165C104 10,658 342,815 SH   SOLE   336,979 0 5,836
PARSLEY ENERGY INC CL A 701877102 1,340 40,000 SH   SOLE   39,315 0 685
IHS MARKIT LTD SHS G47567105 3,958 105,414 SH   SOLE   103,619 0 1,795
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 4,207 124,900 SH   SOLE   122,773 0 2,127
ZAYO GROUP HLDGS INC COM 98919V105 12,396 417,225 SH   SOLE   410,121 0 7,104
RESTAURANT BRANDS INTL INC COM 76131D103 5,774 129,525 SH   SOLE   127,319 0 2,206
VISTA OUTDOOR INC COM 928377100 11,667 292,705 SH   SOLE   287,728 0 4,977
TRANSUNION COM 89400J107 10,261 297,432 SH   SOLE   292,376 0 5,056
KRAFT HEINZ CO COM 500754106 18,397 205,532 SH   SOLE   202,039 0 3,493
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 2,121 62,410 SH   SOLE   54,697 0 7,713
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 15,604 467,031 SH   SOLE   465,504 0 1,527
CHARTER COMMUNICATIONS INC N CL A 16119P108 10,112 37,457 SH   SOLE   36,820 0 637
US FOODS HLDG CORP COM 912008109 2,489 105,421 SH   SOLE   103,626 0 1,795
ADVANCEPIERRE FOODS HLDGS IN COM 00782L107 4,520 163,997 SH   SOLE   161,179 0 2,818
DELL TECHNOLOGIES INC COM CL V 24703L103 1,434 30,000 SH   SOLE   29,486 0 514