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
ADVANCE AUTO PARTS INC COM 00751Y106 156,340 1,048,416 SH   SOLE 0 952,291 0 96,125
ADVANCED MICRO DEVICES INC COM 007903107 31,870 4,612,216 SH   SOLE 0 4,190,212 0 422,004
AIR PRODS & CHEMS INC COM 009158106 280 1,861 SH   SOLE 0 1,861 0 0
ALCOA INC COM 013817101 46,343 4,570,358 SH   SOLE 0 4,155,826 0 414,532
ALEXION PHARMACEUTICALS INC COM 015351109 5,743 46,873 SH   SOLE 0 42,586 0 4,287
ALLERGAN PLC SHS G0177J108 146,974 638,156 SH   SOLE 0 638,156 0 0
ALPHABET INC CAP STK CL C 02079K107 77,963 100,301 SH   SOLE 0 100,301 0 0
ALPHABET INC CAP STK CL A 02079K305 539 670 SH   SOLE 0 670 0 0
AMAZON COM INC COM 023135106 283 338 SH   SOLE 0 338 0 0
AMPLIFY SNACK BRANDS COM 03211L102 5,378 332,005 SH   SOLE 0 301,859 0 30,146
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 20,537 156,278 SH   SOLE 0 142,095 0 14,183
APPLE INC COM 037833100 155,061 1,371,610 SH   SOLE 0 1,371,610 0 0
ARAMARK COM 03852U106 10,760 282,928 SH   SOLE 0 257,238 0 25,690
AUTODESK INC COM 052769106 384 5,311 SH   SOLE 0 5,311 0 0
AXALTA COATING SYS LTD COM G0750C108 40,497 1,432,522 SH   SOLE 0 1,302,450 0 130,072
BANK AMER CORP COM 060505104 75,982 4,855,084 SH   SOLE 0 4,855,084 0 0
BAXTER INTL INC COM 071813109 341 7,161 SH   SOLE 0 7,161 0 0
BIOGEN INC COM 09062X103 41,809 133,563 SH   SOLE 0 121,382 0 12,181
BIOMARIN PHARMACEUTICAL INC COM 09061G101 5,752 62,173 SH   SOLE 0 56,487 0 5,686
BROADCOM LTD SHS Y09827109 90,855 526,638 SH   SOLE 0 478,932 0 47,706
CALIFORNIA RES CORP COM NEW 13057Q206 5,385 430,787 SH   SOLE 0 391,672 0 39,115
CARMAX INC COM 143130102 19,662 368,548 SH   SOLE 0 329,383 0 39,165
CBS CORP NEW CL B 124857202 69,750 1,274,219 SH   SOLE 0 1,157,827 0 116,392
CELGENE CORP COM 151020104 17,395 166,411 SH   SOLE 0 156,122 0 10,289
CF INDS HLDGS INC COM 125269100 23,103 948,757 SH   SOLE 0 862,611 0 86,146
CHIPOTLE MEXICAN GRILL INC COM 169656105 21,235 50,142 SH   SOLE 0 45,578 0 4,564
CISCO SYS INC COM 17275R102 39,728 1,252,462 SH   SOLE 0 1,252,462 0 0
COMCAST CORP NEW CL A 20030N101 162,294 2,446,400 SH   SOLE 0 2,446,400 0 0
COMMERCEHUB INC COM SER A 20084V108 4,932 312,138 SH   SOLE 0 283,796 0 28,342
COMMERCEHUB INC COM SER C 20084V306 10,321 648,708 SH   SOLE 0 589,806 0 58,902
CONCHO RES INC COM 20605P101 41,991 305,721 SH   SOLE 0 277,955 0 27,766
CSX CORP COM 126408103 20,510 672,465 SH   SOLE 0 610,857 0 61,608
DELTA AIR LINES INC DEL COM NEW 247361702 13,854 351,973 SH   SOLE 0 351,973 0 0
EXPEDIA INC DEL COM NEW 30212P303 75,879 650,098 SH   SOLE 0 590,800 0 59,298
F M C CORP COM NEW 302491303 30,330 627,419 SH   SOLE 0 570,044 0 57,375
FACEBOOK INC CL A 30303M102 323 2,516 SH   SOLE 0 2,516 0 0
FASTENAL CO COM 311900104 12,891 308,543 SH   SOLE 0 275,755 0 32,788
HANESBRANDS INC COM 410345102 23,703 938,744 SH   SOLE 0 853,507 0 85,237
HASBRO INC COM 418056107 17,897 225,598 SH   SOLE 0 201,624 0 23,974
HEWLETT PACKARD ENTERPRISE C COM 42824C109 102,411 4,501,578 SH   SOLE 0 4,090,294 0 411,284
HILTON WORLDWIDE HLDGS INC COM 43300A104 36,339 1,584,795 SH   SOLE 0 1,584,795 0 0
IDEXX LABS INC COM 45168D104 13,436 119,190 SH   SOLE 0 106,524 0 12,666
JOHNSON CTLS INTL PLC SHS G51502105 35,913 771,816 SH   SOLE 0 771,816 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 42,418 2,119,823 SH   SOLE 0 1,926,876 0 192,947
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 125,881 3,157,284 SH   SOLE 0 2,870,704 0 286,580
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 62,728 2,870,845 SH   SOLE 0 2,565,765 0 305,080
LIONS GATE ENTMNT CORP COM NEW 535919203 64,237 3,213,455 SH   SOLE 0 2,921,114 0 292,341
LOWES COS INC COM 548661107 27,788 384,820 SH   SOLE 0 384,820 0 0
MARATHON PETE CORP COM 56585A102 38,584 950,591 SH   SOLE 0 863,298 0 87,293
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 105,760 7,969,868 SH   SOLE 0 7,246,209 0 723,659
MASTERCARD INCORPORATED CL A 57636Q104 343 3,372 SH   SOLE 0 3,372 0 0
MICRON TECHNOLOGY INC COM 595112103 12,742 716,620 SH   SOLE 0 716,620 0 0
MICROSOFT CORP COM 594918104 415 7,203 SH   SOLE 0 7,203 0 0
MOLSON COORS BREWING CO CL B 60871R209 69,708 634,858 SH   SOLE 0 577,148 0 57,710
MOLSON COORS BREWING CO CL B 60871R209 27,593 251,300 SH Call SOLE 0 224,600 0 26,700
NETAPP INC COM 64110D104 21,643 604,205 SH   SOLE 0 549,344 0 54,861
NEWELL BRANDS INC COM 651229106 51,271 973,627 SH   SOLE 0 884,758 0 88,869
NEWFIELD EXPL CO COM 651290108 42,102 968,745 SH   SOLE 0 880,273 0 88,472
NORFOLK SOUTHERN CORP COM 655844108 40,955 421,953 SH   SOLE 0 383,296 0 38,657
NUANCE COMMUNICATIONS INC COM 67020Y100 7,912 545,638 SH   SOLE 0 496,040 0 49,598
NXP SEMICONDUCTORS N V COM N6596X109 32,763 321,168 SH   SOLE 0 291,744 0 29,424
POLARIS INDS INC COM 731068102 13,225 170,786 SH   SOLE 0 152,637 0 18,149
PPG INDS INC COM 693506107 17,090 165,338 SH   SOLE 0 150,392 0 14,946
QORVO INC COM 74736K101 12,541 224,990 SH   SOLE 0 204,537 0 20,453
QUALCOMM INC COM 747525103 12,448 181,723 SH   SOLE 0 165,074 0 16,649
SERVICE CORP INTL COM 817565104 77,292 2,912,291 SH   SOLE 0 2,647,857 0 264,434
SOUTHWEST AIRLS CO COM 844741108 14,716 378,410 SH   SOLE 0 378,410 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 42,222 336,054 SH   SOLE 0 336,054 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 104,127 481,400 SH Put SOLE 0 481,400 0 0
STARWOOD PPTY TR INC COM 85571B105 333 14,775 SH   SOLE 0 14,775 0 0
STARZ COM SER A 85571Q102 57,029 1,828,415 SH   SOLE 0 1,661,449 0 166,966
SYMANTEC CORP COM 871503108 56,866 2,265,587 SH   SOLE 0 2,059,873 0 205,714
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 71,828 1,593,353 SH   SOLE 0 1,448,677 0 144,676
TECH DATA CORP COM 878237106 6,037 71,260 SH   SOLE 0 64,758 0 6,502
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 209 4,541 SH   SOLE 0 4,541 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 10,231 422,427 SH   SOLE 0 385,041 0 37,386
UNDER ARMOUR INC CL C 904311206 8,287 244,744 SH   SOLE 0 218,692 0 26,052
US FOODS HLDG CORP COM 912008109 14,696 622,487 SH   SOLE 0 565,966 0 56,521
VERTEX PHARMACEUTICALS INC COM 92532F100 5,796 66,463 SH   SOLE 0 60,384 0 6,079
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 59,575 4,060,993 SH   SOLE 0 3,691,360 0 369,633
VISA INC COM CL A 92826C839 325 3,934 SH   SOLE 0 3,934 0 0
VMWARE INC CL A COM 928563402 20,068 273,602 SH   SOLE 0 248,759 0 24,843
WELLS FARGO & CO NEW COM 949746101 35,976 812,457 SH   SOLE 0 812,457 0 0
WESTERN DIGITAL CORP COM 958102105 107,444 1,837,586 SH   SOLE 0 1,667,062 0 170,524
WESTERN REFNG INC COM 959319104 7,913 299,048 SH   SOLE 0 271,651 0 27,397
WHIRLPOOL CORP COM 963320106 33,976 209,523 SH   SOLE 0 190,498 0 19,025
WILLIS TOWERS WATSON PUB LTD SHS G96629103 69,959 526,912 SH   SOLE 0 479,216 0 47,696
WYNDHAM WORLDWIDE CORP COM 98310W108 9,934 147,538 SH   SOLE 0 134,230 0 13,308
YAHOO INC COM 984332106 119,168 2,764,910 SH   SOLE 0 2,513,405 0 251,505
ZYNGA INC CL A 98986T108 21,357 7,338,938 SH   SOLE 0 6,672,367 0 666,571