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 1,743 31,457 SH   SOLE   29,782 0 1,675
DISH NETWORK CORP CL A 25470M109 10,818 199,484 SH   SOLE   188,669 0 10,815
TEGNA INC COM 87901J105 9,971 748,016 SH   SOLE   707,524 0 40,492
NEWELL BRANDS INC COM 651229106 6,804 159,448 SH   SOLE   150,981 0 8,467
GRAPHIC PACKAGING HLDG CO COM 388689101 11,821 847,399 SH   SOLE   802,469 0 44,930
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 9,132 171,370 SH   SOLE   162,270 0 9,100
SYMANTEC CORP COM 871503108 6,794 207,078 SH   SOLE   196,133 0 10,945
GLOBAL PMTS INC COM 37940X102 11,543 121,472 SH   SOLE   115,021 0 6,451
SIX FLAGS ENTMT CORP NEW COM 83001A102 10,626 174,367 SH   SOLE   165,035 0 9,332
CROWN CASTLE INTL CORP NEW COM 22822V101 12,172 121,742 SH   SOLE   115,291 0 6,451
CONSTELLATION BRANDS INC CL A 21036P108 9,735 48,807 SH   SOLE   46,219 0 2,588
PDC ENERGY INC COM 69327R101 1,757 35,829 SH   SOLE   33,921 0 1,908
SERVICE CORP INTL COM 817565104 7,081 205,236 SH   SOLE   194,121 0 11,115
ENVISION HEALTHCARE CORP COM 29414D100 3,803 84,610 SH   SOLE   80,112 0 4,498
COTT CORP QUE COM 22163N106 12,504 833,018 SH   SOLE   787,770 0 45,248
RYMAN HOSPITALITY PPTYS INC COM 78377T107 7,524 120,409 SH   SOLE   114,020 0 6,389
LKQ CORP COM 501889208 9,744 270,749 SH   SOLE   256,406 0 14,343
ANDEAVOR COM 03349M105 1,904 18,460 SH   SOLE   17,475 0 985
UNITED RENTALS INC COM 911363109 7,980 57,520 SH   SOLE   54,407 0 3,113
DIEBOLD NXDF INC COM 253651103 3,492 152,842 SH   SOLE   144,775 0 8,067
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 10,455 260,409 SH   SOLE   245,481 0 14,928
SM ENERGY CO COM 78454L100 3,040 171,363 SH   SOLE   162,278 0 9,085
MGM RESORTS INTERNATIONAL COM 552953101 11,306 346,908 SH   SOLE   328,546 0 18,362
BALL CORP COM 058498106 11,670 282,565 SH   SOLE   267,590 0 14,975
TELEFLEX INC COM 879369106 9,181 37,941 SH   SOLE   35,930 0 2,011
CBRE GROUP INC CL A 12504L109 5,255 138,717 SH   SOLE   131,412 0 7,305
SEALED AIR CORP NEW COM 81211K100 6,954 162,780 SH   SOLE   154,118 0 8,662
SCIENTIFIC GAMES CORP CL A 80874P109 5,823 127,002 SH   SOLE   120,217 0 6,785
PERFORMANCE FOOD GROUP CO COM 71377A103 12,342 436,876 SH   SOLE   413,781 0 23,095
REPUBLIC SVCS INC COM 760759100 16,349 247,491 SH   SOLE   234,567 0 12,924
SUPERIOR ENERGY SVCS INC COM 868157108 2,584 241,935 SH   SOLE   229,077 0 12,858
SILGAN HOLDINGS INC COM 827048109 8,366 284,277 SH   SOLE   269,156 0 15,121
LIVE NATION ENTERTAINMENT IN COM 538034109 10,109 232,126 SH   SOLE   219,800 0 12,326
CHURCHILL DOWNS INC COM 171484108 8,492 41,185 SH   SOLE   39,002 0 2,183
FIDELITY NATL INFORMATION SV COM 31620M106 7,797 83,485 SH   SOLE   79,072 0 4,413
MASTEC INC COM 576323109 6,139 132,308 SH   SOLE   125,298 0 7,010
SINCLAIR BROADCAST GROUP INC CL A 829226109 5,180 161,615 SH   SOLE   153,036 0 8,579
EQUINIX INC COM PAR $0.001 29444U700 7,272 16,295 SH   SOLE   15,422 0 873
SCOTTS MIRACLE GRO CO CL A 810186106 3,592 36,903 SH   SOLE   34,940 0 1,963
REGAL ENTMT GROUP CL A 758766109 6,683 417,669 SH   SOLE   395,282 0 22,387
VIASAT INC COM 92552V100 12,864 200,005 SH   SOLE   189,142 0 10,863
NEXSTAR MEDIA GROUP INC CL A 65336K103 3,447 55,333 SH   SOLE   52,395 0 2,938
AECOM COM 00766T100 5,641 153,238 SH   SOLE   144,941 0 8,297
CONTINENTAL RESOURCES INC COM 212015101 1,592 41,222 SH   SOLE   39,031 0 2,191
WASTE CONNECTIONS INC COM 94106B101 9,986 142,740 SH   SOLE   135,578 0 7,162
BROADCOM LTD SHS Y09827109 7,365 30,368 SH   SOLE   28,753 0 1,615
KAR AUCTION SVCS INC COM 48238T109 7,399 154,992 SH   SOLE   146,598 0 8,394
HRG GROUP INC COM 40434J100 4,521 289,594 SH   SOLE   274,248 0 15,346
LPL FINL HLDGS INC COM 50212V100 9,339 181,096 SH   SOLE   171,501 0 9,595
NIELSEN HLDGS PLC SHS EUR G6518L108 12,293 296,578 SH   SOLE   280,852 0 15,726
HCA HEALTHCARE INC COM 40412C101 4,403 55,318 SH   SOLE   52,382 0 2,936
HUNTINGTON INGALLS INDS INC COM 446413106 4,175 18,439 SH   SOLE   17,459 0 980
ENGILITY HLDGS INC NEW COM 29286C107 6,392 184,326 SH   SOLE   174,581 0 9,745
BERRY GLOBAL GROUP INC COM 08579W103 12,168 214,794 SH   SOLE   203,389 0 11,405
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 7,520 139,126 SH   SOLE   131,643 0 7,483
PINNACLE FOODS INC DEL COM 72348P104 10,062 175,998 SH   SOLE   166,667 0 9,331
SABRE CORP COM 78573M104 5,853 323,356 SH   SOLE   306,151 0 17,205
CDW CORP COM 12514G108 10,524 159,450 SH   SOLE   150,989 0 8,461
HD SUPPLY HLDGS INC COM 40416M105 5,243 145,363 SH   SOLE   137,653 0 7,710
COMMSCOPE HLDG CO INC COM 20337X109 7,491 225,574 SH   SOLE   213,611 0 11,963
ANTERO RES CORP COM 03674X106 1,230 61,830 SH   SOLE   58,541 0 3,289
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 13,976 698,785 SH   SOLE   660,796 0 37,989
ALLEGION PUB LTD CO ORD SHS G0176J109 7,317 84,618 SH   SOLE   80,128 0 4,490
ARAMARK COM 03852U106 16,283 400,971 SH   SOLE   379,716 0 21,255
AMC ENTMT HLDGS INC CL A COM 00165C104 11,047 751,503 SH   SOLE   711,084 0 40,419
PARSLEY ENERGY INC CL A 701877102 1,486 56,414 SH   SOLE   53,413 0 3,001
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 10,392 222,388 SH   SOLE   210,590 0 11,798
CATALENT INC COM 148806102 8,984 225,041 SH   SOLE   212,906 0 12,135
CDK GLOBAL INC COM 12508E101 6,531 103,523 SH   SOLE   97,917 0 5,606
ELDORADO RESORTS INC COM 28470R102 9,124 355,694 SH   SOLE   336,855 0 18,839
ZAYO GROUP HLDGS INC COM 98919V105 8,738 253,861 SH   SOLE   240,366 0 13,495
INC RESH HLDGS INC CL A 45329R109 8,512 162,748 SH   SOLE   153,965 0 8,783
SUMMIT MATLS INC CL A 86614U100 6,634 207,109 SH   SOLE   196,080 0 11,029
TRANSUNION COM 89400J107 9,743 206,154 SH   SOLE   194,796 0 11,358
KRAFT HEINZ CO COM 500754106 9,689 124,942 SH   SOLE   118,317 0 6,625
FIRST DATA CORP NEW COM CL A 32008D106 4,998 277,051 SH   SOLE   262,006 0 15,045
WELBILT INC COM 949090104 4,501 195,286 SH   SOLE   184,911 0 10,375
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 15,097 360,570 SH   SOLE   341,508 0 19,062
US FOODS HLDG CORP COM 912008109 9,469 354,643 SH   SOLE   335,845 0 18,798
DELL TECHNOLOGIES INC COM CL V 24703L103 8,872 114,906 SH   SOLE   108,841 0 6,065
ADVANCED DISP SVCS INC DEL COM 00790X101 11,627 461,570 SH   SOLE   437,329 0 24,241
ATHENE HLDG LTD CL A G0684D107 11,634 216,081 SH   SOLE   204,743 0 11,338
PRESIDIO INC COM 74102M103 5,995 423,683 SH   SOLE   400,717 0 22,966
ARDAGH GROUP S A CL A L0223L101 5,899 275,540 SH   SOLE   260,908 0 14,632
WIDEOPENWEST INC COM 96758W101 5,495 364,387 SH   SOLE   345,093 0 19,294