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
REALTY INCOME CORP COM 756109104 6,618 105,877 SH   SOLE   105,692 0 185
DISH NETWORK CORP CL A 25470M109 7,069 152,817 SH   SOLE   152,478 0 339
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 3,100 19,864 SH   SOLE   19,823 0 41
STARZ COM SER A 85571Q102 8,574 325,654 SH   SOLE   324,931 0 723
GRAPHIC PACKAGING HLDG CO COM 388689101 11,858 922,787 SH   SOLE   920,732 0 2,055
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 16,687 315,740 SH   SOLE   315,038 0 702
GLOBAL PMTS INC COM 37940X102 5,042 77,215 SH   SOLE   77,088 0 127
SIX FLAGS ENTMT CORP NEW COM 83001A102 5,708 102,858 SH   SOLE   102,628 0 230
CROWN CASTLE INTL CORP NEW COM 22822V101 6,505 75,206 SH   SOLE   75,038 0 168
SMUCKER J M CO COM NEW 832696405 10,510 80,943 SH   SOLE   80,764 0 179
CROWN HOLDINGS INC COM 228368106 16,313 328,951 SH   SOLE   328,218 0 733
CONSTELLATION BRANDS INC CL A 21036P108 10,531 69,699 SH   SOLE   69,542 0 157
SERVICE CORP INTL COM 817565104 7,153 289,816 SH   SOLE   289,169 0 647
AMSURG CORP COM 03232P405 10,661 142,907 SH   SOLE   142,588 0 319
COTT CORP QUE COM 22163N106 10,923 786,358 SH   SOLE   784,611 0 1,747
RYMAN HOSPITALITY PPTYS INC COM 78377T107 7,061 137,164 SH   SOLE   136,860 0 304
TEMPUR SEALY INTL INC COM 88023U101 3,630 59,721 SH   SOLE   59,589 0 132
LKQ CORP COM 501889208 6,779 212,308 SH   SOLE   211,835 0 473
SCHEIN HENRY INC COM 806407102 4,950 28,676 SH   SOLE   28,618 0 58
ACTIVISION BLIZZARD INC COM 00507V109 5,691 168,172 SH   SOLE   167,797 0 375
UDR INC COM 902653104 10,075 261,481 SH   SOLE   260,950 0 531
ORBITAL ATK INC COM 68557N103 12,116 139,362 SH   SOLE   139,052 0 310
BALL CORP COM 058498106 9,694 135,973 SH   SOLE   135,709 0 264
CBRE GROUP INC CL A 12504L109 4,782 165,925 SH   SOLE   165,556 0 369
DENTSPLY SIRONA INC COM 24906P109 2,259 36,654 SH   SOLE   36,582 0 72
SEALED AIR CORP NEW COM 81211K100 14,658 305,311 SH   SOLE   304,630 0 681
JARDEN CORP COM 471109108 3,849 65,293 SH   SOLE   65,148 0 145
REPUBLIC SVCS INC COM 760759100 16,463 345,497 SH   SOLE   344,730 0 767
SILGAN HOLDINGS INC COM 827048109 17,668 332,296 SH   SOLE   331,559 0 737
LIVE NATION ENTERTAINMENT IN COM 538034109 3,554 159,288 SH   SOLE   158,933 0 355
CHURCHILL DOWNS INC COM 171484108 8,342 56,409 SH   SOLE   56,283 0 126
FIDELITY NATL INFORMATION SV COM 31620M106 14,098 222,678 SH   SOLE   222,185 0 493
CARTER INC COM 146229109 7,110 67,466 SH   SOLE   67,316 0 150
EQUINIX INC COM PAR $0.001 29444U700 7,674 23,206 SH   SOLE   23,156 0 50
EXTRA SPACE STORAGE INC COM 30225T102 8,763 93,762 SH   SOLE   93,572 0 190
REGAL ENTMT GROUP CL A 758766109 5,285 250,012 SH   SOLE   249,454 0 558
PRESTIGE BRANDS HLDGS INC COM 74112D101 5,314 99,540 SH   SOLE   99,319 0 221
SALLY BEAUTY HLDGS INC COM 79546E104 8,093 249,943 SH   SOLE   249,387 0 556
VIASAT INC COM 92552V100 3,819 51,976 SH   SOLE   51,861 0 115
MARKETAXESS HLDGS INC COM 57060D108 3,579 28,668 SH   SOLE   28,618 0 50
TIME WARNER CABLE INC COM 88732J207 7,241 35,387 SH   SOLE   35,309 0 78
ECHOSTAR CORP CL A 278768106 3,038 68,594 SH   SOLE   68,440 0 154
BROADCOM LTD SHS Y09827109 4,272 27,648 SH   SOLE   27,588 0 60
KAR AUCTION SVCS INC COM 48238T109 4,724 123,855 SH   SOLE   123,580 0 275
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 7,166 35,400 SH   SOLE   35,320 0 80
NXP SEMICONDUCTORS N V COM N6596X109 8,530 105,216 SH   SOLE   104,982 0 234
NIELSEN HLDGS PLC SHS EUR G6518L108 17,676 335,663 SH   SOLE   334,915 0 748
HCA HOLDINGS INC COM 40412C101 4,143 53,084 SH   SOLE   52,965 0 119
HUNTINGTON INGALLS INDS INC COM 446413106 4,834 35,298 SH   SOLE   35,233 0 65
ACADIA HEALTHCARE COMPANY IN COM 00404A109 1,340 24,316 SH   SOLE   24,263 0 53
BERRY PLASTICS GROUP INC COM 08579W103 7,479 206,891 SH   SOLE   206,427 0 464
WHITEWAVE FOODS CO COM 966244105 4,180 102,854 SH   SOLE   102,626 0 228
LIBERTY MEDIA CORP DELAWARE CL A 531229102 841 21,773 SH   SOLE   21,651 0 122
PINNACLE FOODS INC DEL COM 72348P104 9,009 201,627 SH   SOLE   201,179 0 448
SABRE CORP COM 78573M104 3,135 108,388 SH   SOLE   108,147 0 241
CDW CORP COM 12514G108 11,751 283,153 SH   SOLE   282,525 0 628
ALLEGION PUB LTD CO ORD SHS G0176J109 6,325 99,282 SH   SOLE   99,109 0 173
ARAMARK COM 03852U106 15,964 482,008 SH   SOLE   480,936 0 1,072
HILTON WORLDWIDE HLDGS INC COM 43300A104 3,737 165,937 SH   SOLE   165,568 0 369
AMC ENTMT HLDGS INC CL A COM 00165C104 8,731 311,933 SH   SOLE   311,239 0 694
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 11,598 307,812 SH   SOLE   307,114 0 698
LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 15,334 402,570 SH   SOLE   401,752 0 818
ZAYO GROUP HLDGS INC COM 98919V105 6,327 261,014 SH   SOLE   260,436 0 578
RESTAURANT BRANDS INTL INC COM 76131D103 3,307 85,168 SH   SOLE   84,978 0 190
VISTA OUTDOOR INC COM 928377100 13,802 265,887 SH   SOLE   265,297 0 590
TRANSUNION COM 89400J107 11,535 417,771 SH   SOLE   416,846 0 925
KRAFT HEINZ CO COM 500754106 16,101 204,957 SH   SOLE   204,523 0 434