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
ONEOK INC NEW COM 682680103 1,909 33,256 SH   SOLE   32,465 0 791
DISH NETWORK CORP CL A 25470M109 11,866 204,829 SH   SOLE   200,049 0 4,780
NEWELL BRANDS INC COM 651229106 7,606 170,341 SH   SOLE   166,342 0 3,999
GRAPHIC PACKAGING HLDG CO COM 388689101 11,187 896,433 SH   SOLE   875,177 0 21,256
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 10,273 182,276 SH   SOLE   177,983 0 4,293
GLOBAL PMTS INC COM 37940X102 8,913 128,410 SH   SOLE   125,368 0 3,042
SIX FLAGS ENTMT CORP NEW COM 83001A102 10,248 170,909 SH   SOLE   166,898 0 4,011
CROWN CASTLE INTL CORP NEW COM 22822V101 11,268 129,866 SH   SOLE   126,807 0 3,059
CROWN HOLDINGS INC COM 228368106 8,424 160,242 SH   SOLE   156,403 0 3,839
CONSTELLATION BRANDS INC CL A 21036P108 13,670 89,163 SH   SOLE   87,060 0 2,103
PDC ENERGY INC COM 69327R101 1,462 20,142 SH   SOLE   19,668 0 474
SERVICE CORP INTL COM 817565104 9,178 323,152 SH   SOLE   315,600 0 7,552
L BRANDS INC COM 501797104 4,899 74,401 SH   SOLE   72,663 0 1,738
ENVISION HEALTHCARE CORP COM 29414D100 5,707 90,177 SH   SOLE   88,053 0 2,124
COTT CORP QUE COM 22163N106 8,718 769,483 SH   SOLE   751,502 0 17,981
RYMAN HOSPITALITY PPTYS INC COM 78377T107 9,596 152,291 SH   SOLE   148,733 0 3,558
CIMAREX ENERGY CO COM 171798101 2,054 15,113 SH   SOLE   14,757 0 356
LKQ CORP COM 501889208 8,843 288,507 SH   SOLE   281,725 0 6,782
SCHEIN HENRY INC COM 806407102 4,936 32,537 SH   SOLE   31,776 0 761
ACTIVISION BLIZZARD INC COM 00507V109 4,197 116,220 SH   SOLE   113,504 0 2,716
TESORO CORP COM 881609101 1,761 20,138 SH   SOLE   19,660 0 478
UNITED RENTALS INC COM 911363109 3,608 34,169 SH   SOLE   33,357 0 812
BOYD GAMING CORP COM 103304101 3,069 152,143 SH   SOLE   148,567 0 3,576
ORBITAL ATK INC COM 68557N103 13,683 155,968 SH   SOLE   152,327 0 3,641
YUM BRANDS INC COM 988498101 4,253 67,160 SH   SOLE   65,581 0 1,579
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 5,970 208,740 SH   SOLE   203,788 0 4,952
SM ENERGY CO COM 78454L100 1,754 50,884 SH   SOLE   49,677 0 1,207
MGM RESORTS INTERNATIONAL COM 552953101 7,687 266,632 SH   SOLE   260,276 0 6,356
BALL CORP COM 058498106 11,177 148,884 SH   SOLE   145,348 0 3,536
TELEFLEX INC COM 879369106 5,661 35,131 SH   SOLE   34,298 0 833
CBRE GROUP INC CL A 12504L109 7,756 246,316 SH   SOLE   240,443 0 5,873
DENTSPLY SIRONA INC COM 24906P109 6,643 115,074 SH   SOLE   112,385 0 2,689
SEALED AIR CORP NEW COM 81211K100 10,569 233,097 SH   SOLE   227,559 0 5,538
PERFORMANCE FOOD GROUP CO COM 71377A103 3,628 151,186 SH   SOLE   147,606 0 3,580
REPUBLIC SVCS INC COM 760759100 21,975 385,190 SH   SOLE   376,199 0 8,991
SILGAN HOLDINGS INC COM 827048109 5,972 116,684 SH   SOLE   113,096 0 3,588
LIVE NATION ENTERTAINMENT IN COM 538034109 6,617 248,745 SH   SOLE   242,932 0 5,813
CHURCHILL DOWNS INC COM 171484108 10,687 71,031 SH   SOLE   69,349 0 1,682
FIDELITY NATL INFORMATION SV COM 31620M106 13,771 182,060 SH   SOLE   177,784 0 4,276
CARTER INC COM 146229109 9,618 111,338 SH   SOLE   108,703 0 2,635
SINCLAIR BROADCAST GROUP INC CL A 829226109 4,200 125,930 SH   SOLE   122,928 0 3,002
RITCHIE BROS AUCTIONEERS COM 767744105 2,961 87,083 SH   SOLE   85,007 0 2,076
EQUINIX INC COM PAR $0.001 29444U700 9,142 25,578 SH   SOLE   24,980 0 598
SCOTTS MIRACLE GRO CO CL A 810186106 1,830 19,154 SH   SOLE   18,698 0 456
REGAL ENTMT GROUP CL A 758766109 5,747 278,978 SH   SOLE   272,459 0 6,519
HANESBRANDS INC COM 410345102 4,168 193,235 SH   SOLE   188,628 0 4,607
SALLY BEAUTY HLDGS INC COM 79546E104 8,845 334,767 SH   SOLE   326,943 0 7,824
HERC HLDGS INC COM 42704L104 1,606 40,000 SH   SOLE   39,051 0 949
VIASAT INC COM 92552V100 10,794 163,008 SH   SOLE   159,153 0 3,855
AECOM COM 00766T100 4,580 125,953 SH   SOLE   122,941 0 3,012
CONCHO RES INC COM 20605P101 2,004 15,113 SH   SOLE   14,757 0 356
CONTINENTAL RESOURCES INC COM 212015101 883 17,134 SH   SOLE   16,729 0 405
WASTE CONNECTIONS INC COM 94106B101 5,573 70,912 SH   SOLE   69,254 0 1,658
STARWOOD PPTY TR INC COM 85571B105 4,407 200,791 SH   SOLE   196,011 0 4,780
BROADCOM LTD SHS Y09827109 5,752 32,541 SH   SOLE   31,780 0 761
KAR AUCTION SVCS INC COM 48238T109 5,895 138,321 SH   SOLE   135,089 0 3,232
NIELSEN HLDGS PLC SHS EUR G6518L108 13,331 317,778 SH   SOLE   310,362 0 7,416
HCA HOLDINGS INC COM 40412C101 4,388 59,281 SH   SOLE   57,895 0 1,386
HUNTINGTON INGALLS INDS INC COM 446413106 3,639 19,757 SH   SOLE   19,295 0 462
ENGILITY HLDGS INC NEW COM 29286C107 1,698 50,395 SH   SOLE   49,202 0 1,193
BERRY PLASTICS GROUP INC COM 08579W103 11,216 230,169 SH   SOLE   224,791 0 5,378
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 1,701 40,000 SH   SOLE   39,051 0 949
TRIBUNE MEDIA CO CL A 896047503 6,121 175,000 SH   SOLE   170,808 0 4,192
PINNACLE FOODS INC DEL COM 72348P104 10,080 188,579 SH   SOLE   184,178 0 4,401
SABRE CORP COM 78573M104 6,004 240,622 SH   SOLE   235,000 0 5,622
VWR CORP COM 91843L103 2,824 112,837 SH   SOLE   110,138 0 2,699
CDW CORP COM 12514G108 15,108 290,032 SH   SOLE   283,084 0 6,948
HD SUPPLY HLDGS INC COM 40416M105 3,793 89,232 SH   SOLE   87,126 0 2,106
CLUBCORP HLDGS INC COM 18948M108 2,790 194,438 SH   SOLE   189,802 0 4,636
COMMSCOPE HLDG CO INC COM 20337X109 5,102 137,157 SH   SOLE   133,871 0 3,286
GAMING & LEISURE PPTYS INC COM 36467J108 3,061 99,965 SH   SOLE   97,629 0 2,336
ANTERO RES CORP COM 03674X106 1,549 65,500 SH   SOLE   63,942 0 1,558
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 5,451 337,554 SH   SOLE   329,495 0 8,059
ALLEGION PUB LTD CO ORD SHS G0176J109 10,193 159,270 SH   SOLE   155,548 0 3,722
ARAMARK COM 03852U106 15,346 429,625 SH   SOLE   419,601 0 10,024
HILTON WORLDWIDE HLDGS INC WHEN ISSUED 43300A203 5,825 214,152 SH   SOLE   209,047 0 5,105
AMC ENTMT HLDGS INC CL A COM 00165C104 11,696 347,567 SH   SOLE   339,445 0 8,122
PARSLEY ENERGY INC CL A 701877102 2,130 60,455 SH   SOLE   59,031 0 1,424
IHS MARKIT LTD SHS G47567105 3,786 106,915 SH   SOLE   104,416 0 2,499
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 4,772 126,674 SH   SOLE   123,714 0 2,960
ZAYO GROUP HLDGS INC COM 98919V105 11,240 342,054 SH   SOLE   333,993 0 8,061
RESTAURANT BRANDS INTL INC COM 76131D103 6,261 131,358 SH   SOLE   128,289 0 3,069
VISTA OUTDOOR INC COM 928377100 10,954 296,851 SH   SOLE   289,924 0 6,927
UNIVAR INC COM 91336L107 3,887 137,017 SH   SOLE   133,767 0 3,250
TRANSUNION COM 89400J107 11,683 377,737 SH   SOLE   368,856 0 8,881
KRAFT HEINZ CO COM 500754106 11,560 132,389 SH   SOLE   129,259 0 3,130
FIRST DATA CORP NEW COM CL A 32008D106 3,145 221,666 SH   SOLE   216,427 0 5,239
MANITOWOC FOODSERVICE INC COM 563568104 1,933 100,000 SH   SOLE   97,617 0 2,383
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 2,186 63,339 SH   SOLE   55,260 0 8,079
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 16,062 473,525 SH   SOLE   468,836 0 4,689
CHARTER COMMUNICATIONS INC N CL A 16119P108 8,017 27,846 SH   SOLE   27,191 0 655
US FOODS HLDG CORP COM 912008109 4,802 174,745 SH   SOLE   170,613 0 4,132
ADVANCEPIERRE FOODS HLDGS IN COM 00782L107 4,952 166,297 SH   SOLE   162,376 0 3,921
DELL TECHNOLOGIES INC COM CL V 24703L103 3,344 60,836 SH   SOLE   59,411 0 1,425
ADVANCED DISP SVCS INC DEL COM 00790X101 3,658 164,632 SH   SOLE   160,741 0 3,891
LAMB WESTON HLDGS INC COM 513272104 1,983 52,383 SH   SOLE   51,135 0 1,248