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
DISH NETWORK CORP CL A 25470M109 3,206 49,637 SH   SOLE   49,302 0 335
STARZ COM SER A 85571Q102 2,039 61,627 SH   SOLE   61,196 0 431
NCR CORP NEW COM 62886E108 2,121 63,478 SH   SOLE   63,042 0 436
GRAPHIC PACKAGING HLDG CO COM 388689101 3,667 294,999 SH   SOLE   292,929 0 2,070
COMCAST CORP NEW CL A 20030N101 2,238 41,616 SH   SOLE   41,331 0 285
HOST HOTELS & RESORTS INC COM 44107P104 2,226 104,373 SH   SOLE   103,671 0 702
CROWN HOLDINGS INC COM 228368106 4,870 109,380 SH   SOLE   108,642 0 738
CONSTELLATION BRANDS INC CL A 21036P108 4,115 47,211 SH   SOLE   46,893 0 318
SERVICE CORP INTL COM 817565104 5,505 260,393 SH   SOLE   258,636 0 1,757
AMSURG CORP COM 03232P405 4,764 95,189 SH   SOLE   94,537 0 652
RYMAN HOSPITALITY PPTYS INC COM 78377T107 2,080 43,979 SH   SOLE   43,672 0 307
ACTAVIS PLC SHS G0083B108 4,787 19,838 SH   SOLE   19,703 0 135
LIONS GATE ENTMNT CORP COM NEW 535919203 3,273 99,287 SH   SOLE   98,614 0 673
VALEANT PHARMACEUTICALS INTL COM 91911K102 1,270 9,677 SH   SOLE   9,610 0 67
MYLAN INC COM 628530107 5,022 110,394 SH   SOLE   109,648 0 746
TWENTY FIRST CENTY FOX INC CL B 90130A200 1,110 33,322 SH   SOLE   33,088 0 234
ACTIVISION BLIZZARD INC COM 00507V109 2,698 129,797 SH   SOLE   128,897 0 900
SPX CORP COM 784635104 1,199 12,763 SH   SOLE   12,675 0 88
UNITED RENTALS INC COM 911363109 3,257 29,316 SH   SOLE   29,117 0 199
COOPER COS INC COM NEW 216648402 3,720 23,884 SH   SOLE   23,723 0 161
PINNACLE ENTMT INC COM 723456109 1,607 64,065 SH   SOLE   63,615 0 450
SM ENERGY CO COM 78454L100 1,713 21,964 SH   SOLE   21,809 0 155
DREAMWORKS ANIMATION SKG INC CL A 26153C103 712 26,110 SH   SOLE   25,927 0 183
BALL CORP COM 058498106 3,197 50,531 SH   SOLE   50,188 0 343
TELEFLEX INC COM 879369106 1,258 11,973 SH   SOLE   11,890 0 83
CBRE GROUP INC CL A 12504L109 1,185 39,852 SH   SOLE   39,584 0 268
DIRECTV COM 25490A309 1,412 16,316 SH   SOLE   16,205 0 111
SEALED AIR CORP NEW COM 81211K100 2,090 59,926 SH   SOLE   59,506 0 420
TW TELECOM INC COM 87311L104 5,002 120,200 SH   SOLE   119,385 0 815
SUPERIOR ENERGY SVCS INC COM 868157108 1,243 37,821 SH   SOLE   37,556 0 265
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 3,277 95,370 SH   SOLE   94,712 0 658
TREEHOUSE FOODS INC COM 89469A104 2,181 27,087 SH   SOLE   26,899 0 188
WOLVERINE WORLD WIDE INC COM 978097103 701 27,981 SH   SOLE   27,786 0 195
WHITING PETE CORP NEW COM 966387102 4,086 52,690 SH   SOLE   52,333 0 357
SILGAN HOLDINGS INC COM 827048109 1,445 30,744 SH   SOLE   30,530 0 214
PVH CORP COM 693656100 1,473 12,157 SH   SOLE   12,072 0 85
LIVE NATION ENTERTAINMENT IN COM 538034109 1,227 51,064 SH   SOLE   50,707 0 357
CHURCHILL DOWNS INC COM 171484108 896 9,194 SH   SOLE   9,131 0 63
FIDELITY NATL INFORMATION SV COM 31620M106 1,389 24,674 SH   SOLE   24,501 0 173
WYNN RESORTS LTD COM 983134107 1,391 7,436 SH   SOLE   7,386 0 50
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 5,139 61,765 SH   SOLE   61,347 0 418
GEO GROUP INC NEW COM 36162J106 2,786 72,883 SH   SOLE   72,388 0 495
CARTER INC COM 146229109 1,246 16,069 SH   SOLE   15,956 0 113
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 4,088 143,345 SH   SOLE   142,372 0 973
HORNBECK OFFSHORE SVCS INC N COM 440543106 831 25,404 SH   SOLE   25,226 0 178
REGAL ENTMT GROUP CL A 758766109 1,631 82,064 SH   SOLE   81,502 0 562
PRESTIGE BRANDS HLDGS INC COM 74112D101 887 27,397 SH   SOLE   27,210 0 187
VIASAT INC COM 92552V100 882 15,996 SH   SOLE   15,884 0 112
ECHOSTAR CORP CL A 278768106 1,087 22,286 SH   SOLE   22,131 0 155
B & G FOODS INC NEW COM 05508R106 2,290 83,126 SH   SOLE   82,556 0 570
CATAMARAN CORP COM 148887102 767 18,195 SH   SOLE   18,070 0 125
AVAGO TECHNOLOGIES LTD SHS Y0486S104 1,365 15,692 SH   SOLE   15,585 0 107
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 2,392 15,800 SH   SOLE   15,692 0 108
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 3,696 83,004 SH   SOLE   82,433 0 571
OASIS PETE INC NEW COM 674215108 1,030 24,635 SH   SOLE   24,462 0 173
NXP SEMICONDUCTORS N V COM N6596X109 5,234 76,491 SH   SOLE   75,976 0 515
NIELSEN N V COM N63218106 4,483 101,121 SH   SOLE   100,435 0 686
HCA HOLDINGS INC COM 40412C101 6,956 98,634 SH   SOLE   97,969 0 665
BONANZA CREEK ENERGY INC COM 097793103 2,028 35,637 SH   SOLE   35,393 0 244
BERRY PLASTICS GROUP INC COM 08579W103 4,648 184,142 SH   SOLE   182,889 0 1,253
LIBERTY MEDIA CORP DELAWARE CL A 531229102 849 18,003 SH   SOLE   17,881 0 122
PINNACLE FOODS INC DEL COM 72348P104 1,205 36,896 SH   SOLE   36,638 0 258
INTELSAT S A COM L5140P101 1,650 96,257 SH   SOLE   95,579 0 678
CDW CORP COM 12514G108 3,426 110,326 SH   SOLE   109,565 0 761
ENVISION HEALTHCARE HLDGS IN COM 29413U103 2,901 83,641 SH   SOLE   83,070 0 571
ANTERO RES CORP COM 03674X106 3,498 63,726 SH   SOLE   63,289 0 437
ARAMARK COM 03852U106 3,311 125,886 SH   SOLE   125,024 0 862
HILTON WORLDWIDE HLDGS INC COM 43300A104 991 40,220 SH   SOLE   39,945 0 275
AMC ENTMT HLDGS INC CL A COM 00165C104 2,332 101,426 SH   SOLE   100,727 0 699
LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 4,230 90,018 SH   SOLE   89,408 0 610