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 1,829 32,994 SH   SOLE   31,616 0 1,378
DISH NETWORK CORP CL A 25470M109 12,729 200,491 SH   SOLE   192,151 0 8,340
NEWELL BRANDS INC COM 651229106 7,889 167,248 SH   SOLE   160,276 0 6,972
GRAPHIC PACKAGING HLDG CO COM 388689101 11,439 888,821 SH   SOLE   851,788 0 37,033
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 10,285 179,750 SH   SOLE   172,260 0 7,490
GLOBAL PMTS INC COM 37940X102 10,280 127,412 SH   SOLE   122,103 0 5,309
SIX FLAGS ENTMT CORP NEW COM 83001A102 9,952 167,287 SH   SOLE   160,303 0 6,984
CROWN CASTLE INTL CORP NEW COM 22822V101 12,061 127,699 SH   SOLE   122,373 0 5,326
CONSTELLATION BRANDS INC CL A 21036P108 8,281 51,094 SH   SOLE   48,960 0 2,134
PDC ENERGY INC COM 69327R101 2,344 37,590 SH   SOLE   36,007 0 1,583
SERVICE CORP INTL COM 817565104 5,517 178,657 SH   SOLE   171,138 0 7,519
L BRANDS INC COM 501797104 3,430 72,823 SH   SOLE   69,791 0 3,032
ENVISION HEALTHCARE CORP COM 29414D100 5,442 88,747 SH   SOLE   85,044 0 3,703
COTT CORP QUE COM 22163N106 9,309 753,174 SH   SOLE   721,801 0 31,373
RYMAN HOSPITALITY PPTYS INC COM 78377T107 9,217 149,062 SH   SOLE   142,855 0 6,207
LKQ CORP COM 501889208 8,312 283,969 SH   SOLE   272,150 0 11,819
SCHEIN HENRY INC COM 806407102 5,413 31,846 SH   SOLE   30,519 0 1,327
ACTIVISION BLIZZARD INC COM 00507V109 5,672 113,757 SH   SOLE   109,017 0 4,740
TESORO CORP COM 881609101 1,570 19,372 SH   SOLE   18,550 0 822
UNITED RENTALS INC COM 911363109 4,266 34,116 SH   SOLE   32,697 0 1,419
BOYD GAMING CORP COM 103304101 4,047 183,883 SH   SOLE   176,011 0 7,872
ORBITAL ATK INC COM 68557N103 12,353 126,056 SH   SOLE   120,784 0 5,272
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 7,252 204,864 SH   SOLE   196,272 0 8,592
SM ENERGY CO COM 78454L100 4,289 178,539 SH   SOLE   170,357 0 8,182
MGM RESORTS INTERNATIONAL COM 552953101 11,403 416,157 SH   SOLE   398,685 0 17,472
BALL CORP COM 058498106 11,004 148,181 SH   SOLE   142,015 0 6,166
TELEFLEX INC COM 879369106 7,575 39,102 SH   SOLE   37,425 0 1,677
CBRE GROUP INC CL A 12504L109 8,514 244,723 SH   SOLE   234,501 0 10,222
DENTSPLY SIRONA INC COM 24906P109 7,033 112,634 SH   SOLE   107,943 0 4,691
SEALED AIR CORP NEW COM 81211K100 7,420 170,266 SH   SOLE   163,110 0 7,156
SCIENTIFIC GAMES CORP CL A 80874P109 2,122 89,735 SH   SOLE   85,984 0 3,751
PERFORMANCE FOOD GROUP CO COM 71377A103 7,687 322,968 SH   SOLE   308,298 0 14,670
REPUBLIC SVCS INC COM 760759100 19,075 303,687 SH   SOLE   290,889 0 12,798
SUPERIOR ENERGY SVCS INC COM 868157108 3,590 251,753 SH   SOLE   239,703 0 12,050
SILGAN HOLDINGS INC COM 827048109 9,076 152,899 SH   SOLE   146,662 0 6,237
LIVE NATION ENTERTAINMENT IN COM 538034109 7,394 243,472 SH   SOLE   233,331 0 10,141
CHURCHILL DOWNS INC COM 171484108 11,204 70,529 SH   SOLE   67,593 0 2,936
FIDELITY NATL INFORMATION SV COM 31620M106 14,245 178,907 SH   SOLE   171,454 0 7,453
MASTEC INC COM 576323109 2,759 68,901 SH   SOLE   65,950 0 2,951
SINCLAIR BROADCAST GROUP INC CL A 829226109 6,639 163,925 SH   SOLE   156,729 0 7,196
RITCHIE BROS AUCTIONEERS COM 767744105 2,846 86,509 SH   SOLE   82,895 0 3,614
EQUINIX INC COM PAR $0.001 29444U700 10,023 25,035 SH   SOLE   23,993 0 1,042
SCOTTS MIRACLE GRO CO CL A 810186106 3,634 38,916 SH   SOLE   37,290 0 1,626
REGAL ENTMT GROUP CL A 758766109 6,166 273,066 SH   SOLE   261,690 0 11,376
TRANSDIGM GROUP INC COM 893641100 2,205 10,014 SH   SOLE   9,555 0 459
HANESBRANDS INC COM 410345102 3,946 190,081 SH   SOLE   182,096 0 7,985
HERC HLDGS INC COM 42704L104 1,995 40,800 SH   SOLE   39,144 0 1,656
VIASAT INC COM 92552V100 10,189 159,658 SH   SOLE   152,970 0 6,688
AECOM COM 00766T100 4,454 125,156 SH   SOLE   119,920 0 5,236
CONTINENTAL RESOURCES INC COM 212015101 1,964 43,236 SH   SOLE   41,434 0 1,802
WASTE CONNECTIONS INC COM 94106B101 8,834 100,132 SH   SOLE   95,952 0 4,180
BROADCOM LTD SHS Y09827109 6,974 31,850 SH   SOLE   30,523 0 1,327
KAR AUCTION SVCS INC COM 48238T109 5,912 135,390 SH   SOLE   129,750 0 5,640
LPL FINL HLDGS INC COM 50212V100 9,180 230,488 SH   SOLE   219,436 0 11,052
NIELSEN HLDGS PLC SHS EUR G6518L108 12,850 311,054 SH   SOLE   298,114 0 12,940
HCA HOLDINGS INC COM 40412C101 5,164 58,025 SH   SOLE   55,607 0 2,418
HUNTINGTON INGALLS INDS INC COM 446413106 3,873 19,340 SH   SOLE   18,534 0 806
ENGILITY HLDGS INC NEW COM 29286C107 3,452 119,269 SH   SOLE   113,793 0 5,476
BERRY PLASTICS GROUP INC COM 08579W103 10,943 225,294 SH   SOLE   215,909 0 9,385
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 5,609 110,558 SH   SOLE   105,819 0 4,739
TRIBUNE MEDIA CO CL A 896047503 3,650 97,943 SH   SOLE   93,877 0 4,066
PINNACLE FOODS INC DEL COM 72348P104 10,682 184,589 SH   SOLE   176,911 0 7,678
SABRE CORP COM 78573M104 7,152 337,496 SH   SOLE   323,294 0 14,202
VWR CORP COM 91843L103 3,145 111,535 SH   SOLE   106,853 0 4,682
CDW CORP COM 12514G108 9,576 165,939 SH   SOLE   158,971 0 6,968
HD SUPPLY HLDGS INC COM 40416M105 3,604 87,631 SH   SOLE   83,967 0 3,664
CLUBCORP HLDGS INC COM 18948M108 3,105 193,481 SH   SOLE   185,406 0 8,075
COMMSCOPE HLDG CO INC COM 20337X109 5,697 136,575 SH   SOLE   130,862 0 5,713
ANTERO RES CORP COM 03674X106 1,479 64,855 SH   SOLE   62,145 0 2,710
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 6,601 414,124 SH   SOLE   396,357 0 17,767
ALLEGION PUB LTD CO ORD SHS G0176J109 12,150 160,497 SH   SOLE   153,741 0 6,756
ARAMARK COM 03852U106 15,505 420,536 SH   SOLE   403,047 0 17,489
HILTON WORLDWIDE HLDGS INC COM 43300A203 8,368 143,136 SH   SOLE   137,001 0 6,135
AMC ENTMT HLDGS INC CL A COM 00165C104 13,927 442,833 SH   SOLE   424,238 0 18,595
PARSLEY ENERGY INC CL A 701877102 1,924 59,175 SH   SOLE   56,701 0 2,474
IHS MARKIT LTD SHS G47567105 6,496 154,843 SH   SOLE   148,212 0 6,631
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 7,268 174,093 SH   SOLE   166,636 0 7,457
ZAYO GROUP HLDGS INC COM 98919V105 8,704 264,552 SH   SOLE   253,428 0 11,124
RESTAURANT BRANDS INTL INC COM 76131D103 7,167 128,574 SH   SOLE   123,220 0 5,354
SUMMIT MATLS INC CL A 86614U100 3,781 153,024 SH   SOLE   146,741 0 6,283
UNIVAR INC COM 91336L107 4,118 134,308 SH   SOLE   128,672 0 5,636
TRANSUNION COM 89400J107 14,251 371,598 SH   SOLE   356,122 0 15,476
KRAFT HEINZ CO COM 500754106 11,900 131,046 SH   SOLE   125,589 0 5,457
FIRST DATA CORP NEW COM CL A 32008D106 3,369 217,371 SH   SOLE   208,267 0 9,104
WELBILT INC COM 949090104 4,005 204,036 SH   SOLE   195,474 0 8,562
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 2,444 62,808 SH   SOLE   54,623 0 8,185
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 18,454 475,855 SH   SOLE   463,808 0 12,047
US FOODS HLDG CORP COM 912008109 4,836 172,839 SH   SOLE   165,617 0 7,222
ADVANCEPIERRE FOODS HLDGS IN COM 00782L107 5,074 162,772 SH   SOLE   155,959 0 6,813
PATHEON N V SHS N6865W105 2,641 100,273 SH   SOLE   95,675 0 4,598
DELL TECHNOLOGIES INC COM CL V 24703L103 3,793 59,190 SH   SOLE   56,715 0 2,475
ADVANCED DISP SVCS INC DEL COM 00790X101 6,526 288,775 SH   SOLE   276,827 0 11,948
ATHENE HLDG LTD CL A G0684D107 9,516 190,366 SH   SOLE   181,261 0 9,105
PRESIDIO INC COM 74102M103 7,837 506,085 SH   SOLE   484,482 0 21,603
ARDAGH GROUP S A CL A L0223L101 5,038 229,438 SH   SOLE   218,890 0 10,548