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 11,795 118,897 SH   SOLE 0 111,542 0 7,355
ALPHABET INC CAP STK CL C 02079K107 16,323 17,019 SH   SOLE 0 15,967 0 1,052
ALTABA INC COM 021346101 76,374 1,152,986 SH   SOLE 0 1,081,580 0 71,406
ALTRIA GROUP INC COM 02209S103 7,392 116,563 SH   SOLE 0 109,353 0 7,210
AMC ENTMT HLDGS INC CL A COM 00165C104 5,727 389,593 SH   SOLE 0 365,474 0 24,119
ANDEAVOR COM 03349M105 67,995 659,182 SH   SOLE 0 618,358 0 40,824
ANTHEM INC COM 036752103 38,841 204,554 SH   SOLE 0 191,901 0 12,653
APPLE INC COM 037833100 94,139 610,814 SH   SOLE 0 573,344 0 37,470
AUTOZONE INC COM 053332102 12,237 20,562 SH   SOLE 0 19,290 0 1,272
BLACKBERRY LTD COM 09228F103 8,178 731,471 SH   SOLE 0 686,583 0 44,888
CF CORP SHS CL A G20307107 47,854 4,272,645 SH   SOLE 0 4,008,378 0 264,267
CF CORP *W EXP 05/25/202 G20307115 3,820 1,810,609 SH   SOLE 0 1,698,621 0 111,988
COMCAST CORP NEW CL A 20030N101 31,971 830,840 SH   SOLE 0 779,482 0 51,358
COMMSCOPE HLDG CO INC COM 20337X109 18,583 559,546 SH   SOLE 0 559,546 0 0
COTY INC COM CL A 222070203 68,300 4,131,865 SH   SOLE 0 3,878,687 0 253,178
DISH NETWORK CORP CL A 25470M109 9,620 177,390 SH   SOLE 0 177,390 0 0
DOWDUPONT INC COM 26078J100 99,762 1,441,026 SH   SOLE 0 1,351,903 0 89,123
EXPEDIA INC DEL COM NEW 30212P303 123,696 859,357 SH   SOLE 0 806,586 0 52,771
FIREEYE INC COM 31816Q101 52,440 3,127,018 SH   SOLE 0 2,935,193 0 191,825
HERSHEY CO COM 427866108 15,360 140,702 SH   SOLE 0 132,012 0 8,690
HEWLETT PACKARD ENTERPRISE C COM 42824C109 78,654 5,347,001 SH   SOLE 0 5,018,287 0 328,714
HILTON WORLDWIDE HLDGS INC COM 43300A203 11,915 171,566 SH   SOLE 0 166,499 0 5,067
KRAFT HEINZ CO COM 500754106 40,732 525,236 SH   SOLE 0 492,720 0 32,516
KRAFT HEINZ CO COM 500754106 30,958 399,200 SH Call SOLE 0 366,000 0 33,200
LAM RESEARCH CORP COM 512807108 29,894 161,552 SH   SOLE 0 151,638 0 9,914
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 40,465 1,716,782 SH   SOLE 0 1,610,902 0 105,880
LIONS GATE ENTMNT CORP CL A VTG 535919401 50,202 1,500,797 SH   SOLE 0 1,408,117 0 92,680
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 18,232 573,515 SH   SOLE 0 538,045 0 35,470
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 43,093 2,407,418 SH   SOLE 0 2,259,157 0 148,261
MELLANOX TECHNOLOGIES LTD SHS M51363113 10,070 213,572 SH   SOLE 0 200,361 0 13,211
MICROSEMI CORP COM 595137100 26,121 507,400 SH   SOLE 0 476,019 0 31,381
MONDELEZ INTL INC CL A 609207105 19,322 475,218 SH   SOLE 0 475,218 0 0
MYLAN N V SHS EURO N59465109 27,821 886,855 SH   SOLE 0 832,159 0 54,696
NETAPP INC COM 64110D104 60,630 1,385,523 SH   SOLE 0 1,300,529 0 84,994
NEWELL BRANDS INC COM 651229106 25,293 592,758 SH   SOLE 0 592,758 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 95,873 6,098,818 SH   SOLE 0 5,724,690 0 374,128
NXP SEMICONDUCTORS N V COM N6596X109 103,860 918,383 SH   SOLE 0 918,383 0 0
PARK HOTELS RESORTS INC COM 700517105 14,078 510,827 SH   SOLE 0 479,302 0 31,525
PHILIP MORRIS INTL INC COM 718172109 18,296 164,816 SH   SOLE 0 154,621 0 10,195
PINNACLE FOODS INC DEL COM 72348P104 20,319 355,408 SH   SOLE 0 333,426 0 21,982
PITNEY BOWES INC COM 724479100 8,031 573,267 SH   SOLE 0 537,825 0 35,442
QORVO INC COM 74736K101 46,655 660,084 SH   SOLE 0 660,084 0 0
REDFIN CORP COM 75737F108 572 22,809 SH   SOLE 0 21,398 0 1,411
ROKU INC COM CL A 77543R102 982 36,992 SH   SOLE 0 33,923 0 3,069
SERVICE CORP INTL COM 817565104 13,456 390,027 SH   SOLE 0 366,007 0 24,020
SPDR S&P 500 ETF TR TR UNIT 78462F103 41,436 164,934 SH   SOLE 0 164,934 0 0
TEMPUR SEALY INTL INC COM 88023U101 28,622 443,611 SH   SOLE 0 416,398 0 27,213
TIME WARNER INC COM NEW 887317303 150,776 1,471,706 SH   SOLE 0 1,380,764 0 90,942
US FOODS HLDG CORP COM 912008109 21,960 822,474 SH   SOLE 0 771,634 0 50,840
VERIZON COMMUNICATIONS INC COM 92343V104 47,543 960,663 SH   SOLE 0 901,289 0 59,374
VIAVI SOLUTIONS INC COM 925550105 12,804 1,353,467 SH   SOLE 0 1,270,439 0 83,028
ZYNGA INC CL A 98986T108 62,224 16,461,325 SH   SOLE 0 15,438,226 0 1,023,099