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 3,076 42,205 SH   SOLE   41,954 0 251
STARZ COM SER A 85571Q102 3,630 122,228 SH   SOLE   121,474 0 754
GRAPHIC PACKAGING HLDG CO COM 388689101 4,586 336,677 SH   SOLE   334,607 0 2,070
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 4,714 95,461 SH   SOLE   94,891 0 570
COMCAST CORP NEW CL A 20030N101 1,091 18,805 SH   SOLE   18,691 0 114
HOST HOTELS & RESORTS INC COM 44107P104 2,797 117,661 SH   SOLE   116,959 0 702
CROWN HOLDINGS INC COM 228368106 6,314 124,055 SH   SOLE   123,317 0 738
CONSTELLATION BRANDS INC CL A 21036P108 5,256 53,542 SH   SOLE   53,224 0 318
SERVICE CORP INTL COM 817565104 7,836 345,187 SH   SOLE   343,131 0 2,056
AMSURG CORP COM 03232P405 5,920 108,169 SH   SOLE   107,517 0 652
RYMAN HOSPITALITY PPTYS INC COM 78377T107 2,631 49,893 SH   SOLE   49,586 0 307
CYPRESS SEMICONDUCTOR CORP COM 232806109 1,909 133,683 SH   SOLE   132,876 0 807
ACTAVIS PLC SHS G0083B108 4,347 16,888 SH   SOLE   16,787 0 101
LIONS GATE ENTMNT CORP COM NEW 535919203 3,609 112,706 SH   SOLE   112,033 0 673
VALEANT PHARMACEUTICALS INTL COM 91911K102 1,572 10,983 SH   SOLE   10,916 0 67
MYLAN INC COM 628530107 4,518 80,151 SH   SOLE   79,675 0 476
CHESAPEAKE ENERGY CORP COM 165167107 1,294 66,141 SH   SOLE   65,711 0 430
TWENTY FIRST CENTY FOX INC CL B 90130A200 1,395 37,826 SH   SOLE   37,592 0 234
ACTIVISION BLIZZARD INC COM 00507V109 2,964 147,118 SH   SOLE   146,218 0 900
UNITED RENTALS INC COM 911363109 1,888 18,512 SH   SOLE   18,400 0 112
COOPER COS INC COM NEW 216648402 4,396 27,118 SH   SOLE   26,957 0 161
BALL CORP COM 058498106 3,913 57,401 SH   SOLE   57,058 0 343
TELEFLEX INC COM 879369106 1,557 13,561 SH   SOLE   13,478 0 83
SEALED AIR CORP NEW COM 81211K100 4,777 112,575 SH   SOLE   111,889 0 686
JARDEN CORP COM 471109108 3,353 70,030 SH   SOLE   69,604 0 426
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 3,941 108,460 SH   SOLE   107,802 0 658
TREEHOUSE FOODS INC COM 89469A104 2,627 30,716 SH   SOLE   30,528 0 188
WOLVERINE WORLD WIDE INC COM 978097103 936 31,751 SH   SOLE   31,556 0 195
SILGAN HOLDINGS INC COM 827048109 1,869 34,874 SH   SOLE   34,660 0 214
PVH CORP COM 693656100 1,767 13,786 SH   SOLE   13,701 0 85
LIVE NATION ENTERTAINMENT IN COM 538034109 1,512 57,927 SH   SOLE   57,570 0 357
CHURCHILL DOWNS INC COM 171484108 992 10,404 SH   SOLE   10,341 0 63
FIDELITY NATL INFORMATION SV COM 31620M106 3,473 55,829 SH   SOLE   55,483 0 346
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 3,107 38,327 SH   SOLE   38,093 0 234
GEO GROUP INC NEW COM 36162J106 3,325 82,387 SH   SOLE   81,892 0 495
CARTER INC COM 146229109 1,593 18,248 SH   SOLE   18,135 0 113
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 3,829 130,154 SH   SOLE   129,376 0 778
REGAL ENTMT GROUP CL A 758766109 1,984 92,890 SH   SOLE   92,328 0 562
PRESTIGE BRANDS HLDGS INC COM 74112D101 2,679 77,162 SH   SOLE   76,695 0 467
VIASAT INC COM 92552V100 2,280 36,179 SH   SOLE   35,955 0 224
ECHOSTAR CORP CL A 278768106 1,327 25,283 SH   SOLE   25,128 0 155
B & G FOODS INC NEW COM 05508R106 3,361 112,393 SH   SOLE   111,715 0 678
AVAGO TECHNOLOGIES LTD SHS Y0486S104 1,764 17,534 SH   SOLE   17,427 0 107
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 1,484 8,906 SH   SOLE   8,853 0 53
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 4,944 94,331 SH   SOLE   93,760 0 571
SPANSION INC COM CL A NEW 84649R200 1,110 32,427 SH   SOLE   32,230 0 197
NXP SEMICONDUCTORS N V COM N6596X109 5,523 72,295 SH   SOLE   71,866 0 429
NIELSEN N V COM N63218106 5,646 126,223 SH   SOLE   125,469 0 754
HCA HOLDINGS INC COM 40412C101 5,291 72,100 SH   SOLE   71,664 0 436
BERRY PLASTICS GROUP INC COM 08579W103 6,596 209,062 SH   SOLE   207,809 0 1,253
LIBERTY MEDIA CORP DELAWARE CL A 531229102 696 19,743 SH   SOLE   19,621 0 122
PINNACLE FOODS INC DEL COM 72348P104 4,682 132,626 SH   SOLE   131,831 0 795
INTELSAT S A COM L5140P101 1,896 109,243 SH   SOLE   108,565 0 678
CDW CORP COM 12514G108 4,412 125,461 SH   SOLE   124,700 0 761
HD SUPPLY HLDGS INC COM 40416M105 4,014 136,116 SH   SOLE   135,294 0 822
ENVISION HEALTHCARE HLDGS IN COM 29413U103 3,283 94,627 SH   SOLE   94,056 0 571
ANTERO RES CORP COM 03674X106 3,419 84,250 SH   SOLE   83,703 0 547
ARAMARK COM 03852U106 5,580 179,136 SH   SOLE   178,056 0 1,080
HILTON WORLDWIDE HLDGS INC COM 43300A104 4,995 191,448 SH   SOLE   190,301 0 1,147
AMC ENTMT HLDGS INC CL A COM 00165C104 3,007 114,862 SH   SOLE   114,163 0 699
LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 4,880 139,303 SH   SOLE   138,479 0 824