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 5,109 73,662 SH   SOLE   73,507 0 155
DISH NETWORK CORP CL A 25470M109 10,073 192,224 SH   SOLE   191,824 0 400
NEWELL BRANDS INC COM 651229106 6,150 126,615 SH   SOLE   126,350 0 265
STARZ COM SER A 85571Q102 8,996 300,672 SH   SOLE   300,052 0 620
GRAPHIC PACKAGING HLDG CO COM 388689101 12,058 961,530 SH   SOLE   959,521 0 2,009
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 16,941 329,024 SH   SOLE   328,337 0 687
GLOBAL PMTS INC COM 37940X102 5,758 80,673 SH   SOLE   80,505 0 168
SIX FLAGS ENTMT CORP NEW COM 83001A102 6,215 107,243 SH   SOLE   107,013 0 230
CROWN CASTLE INTL CORP NEW COM 22822V101 6,126 60,396 SH   SOLE   60,270 0 126
SMUCKER J M CO COM NEW 832696405 12,852 84,328 SH   SOLE   84,153 0 175
CROWN HOLDINGS INC COM 228368106 17,368 342,775 SH   SOLE   342,058 0 717
CONSTELLATION BRANDS INC CL A 21036P108 12,013 72,631 SH   SOLE   72,479 0 152
SERVICE CORP INTL COM 817565104 8,170 302,130 SH   SOLE   301,483 0 647
L BRANDS INC COM 501797104 4,766 71,000 SH   SOLE   70,853 0 147
AMSURG CORP COM 03232P405 6,314 81,429 SH   SOLE   81,260 0 169
COTT CORP QUE COM 22163N106 10,048 719,755 SH   SOLE   718,237 0 1,518
RYMAN HOSPITALITY PPTYS INC COM 78377T107 7,241 142,967 SH   SOLE   142,663 0 304
TEMPUR SEALY INTL INC COM 88023U101 3,443 62,246 SH   SOLE   62,114 0 132
LKQ CORP COM 501889208 7,017 221,343 SH   SOLE   220,870 0 473
SCHEIN HENRY INC COM 806407102 5,303 29,995 SH   SOLE   29,931 0 64
ACTIVISION BLIZZARD INC COM 00507V109 6,944 175,220 SH   SOLE   174,845 0 375
UDR INC COM 902653104 6,763 183,170 SH   SOLE   182,791 0 379
ORBITAL ATK INC COM 68557N103 12,368 145,262 SH   SOLE   144,957 0 305
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 3,033 108,000 SH   SOLE   107,773 0 227
BALL CORP COM 058498106 10,248 141,764 SH   SOLE   141,468 0 296
CBRE GROUP INC CL A 12504L109 4,580 172,968 SH   SOLE   172,599 0 369
DENTSPLY SIRONA INC COM 24906P109 5,111 82,390 SH   SOLE   82,216 0 174
SEALED AIR CORP NEW COM 81211K100 14,626 318,163 SH   SOLE   317,497 0 666
PERFORMANCE FOOD GROUP CO COM 71377A103 6,620 246,000 SH   SOLE   245,493 0 507
REPUBLIC SVCS INC COM 760759100 18,476 360,078 SH   SOLE   359,325 0 753
SILGAN HOLDINGS INC COM 827048109 17,820 346,283 SH   SOLE   345,560 0 723
LIVE NATION ENTERTAINMENT IN COM 538034109 5,454 232,064 SH   SOLE   231,568 0 496
CHURCHILL DOWNS INC COM 171484108 9,954 78,778 SH   SOLE   78,613 0 165
FIDELITY NATL INFORMATION SV COM 31620M106 17,097 232,047 SH   SOLE   231,562 0 485
CARTER INC COM 146229109 7,490 70,344 SH   SOLE   70,194 0 150
EQUINIX INC COM PAR $0.001 29444U700 9,375 24,180 SH   SOLE   24,130 0 50
EXTRA SPACE STORAGE INC COM 30225T102 6,012 64,970 SH   SOLE   64,834 0 136
REGAL ENTMT GROUP CL A 758766109 5,745 260,643 SH   SOLE   260,085 0 558
SALLY BEAUTY HLDGS INC COM 79546E104 9,193 312,574 SH   SOLE   311,907 0 667
VIASAT INC COM 92552V100 3,869 54,191 SH   SOLE   54,076 0 115
MARKETAXESS HLDGS INC COM 57060D108 4,361 29,995 SH   SOLE   29,931 0 64
ECHOSTAR CORP CL A 278768106 2,839 71,517 SH   SOLE   71,363 0 154
WASTE CONNECTIONS INC COM 94106B101 3,026 42,000 SH   SOLE   41,911 0 89
BROADCOM LTD SHS Y09827109 6,192 39,844 SH   SOLE   39,762 0 82
KAR AUCTION SVCS INC COM 48238T109 5,390 129,126 SH   SOLE   128,851 0 275
NXP SEMICONDUCTORS N V COM N6596X109 8,593 109,690 SH   SOLE   109,456 0 234
NIELSEN HLDGS PLC SHS EUR G6518L108 15,468 297,636 SH   SOLE   297,015 0 621
HCA HOLDINGS INC COM 40412C101 4,262 55,343 SH   SOLE   55,224 0 119
HUNTINGTON INGALLS INDS INC COM 446413106 3,095 18,417 SH   SOLE   18,378 0 39
BERRY PLASTICS GROUP INC COM 08579W103 8,374 215,536 SH   SOLE   215,086 0 450
WHITEWAVE FOODS CO COM 966244105 5,034 107,239 SH   SOLE   107,011 0 228
PINNACLE FOODS INC DEL COM 72348P104 9,729 210,176 SH   SOLE   209,728 0 448
SABRE CORP COM 78573M104 6,054 225,995 SH   SOLE   225,521 0 474
CDW CORP COM 12514G108 11,826 295,058 SH   SOLE   294,442 0 616
ENVISION HEALTHCARE HLDGS IN COM 29413U103 2,093 82,500 SH   SOLE   82,327 0 173
GAMING & LEISURE PPTYS INC COM 36467J108 3,241 94,000 SH   SOLE   93,804 0 196
ALLEGION PUB LTD CO ORD SHS G0176J109 10,400 149,795 SH   SOLE   149,483 0 312
ARAMARK COM 03852U106 13,444 402,281 SH   SOLE   401,442 0 839
AMC ENTMT HLDGS INC CL A COM 00165C104 8,978 325,177 SH   SOLE   324,483 0 694
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 6,303 158,370 SH   SOLE   158,059 0 311
ZAYO GROUP HLDGS INC COM 98919V105 9,499 340,088 SH   SOLE   339,373 0 715
RESTAURANT BRANDS INTL INC COM 76131D103 5,150 123,800 SH   SOLE   123,542 0 258
VISTA OUTDOOR INC COM 928377100 13,227 277,119 SH   SOLE   276,539 0 580
TRANSUNION COM 89400J107 9,543 285,390 SH   SOLE   284,796 0 594
KRAFT HEINZ CO COM 500754106 18,905 213,662 SH   SOLE   213,216 0 446
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 1,090 34,772 SH   SOLE   34,650 0 122
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 14,399 466,447 SH   SOLE   465,504 0 943
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 2,095 110,413 SH   SOLE   110,179 0 234
CHARTER COMMUNICATIONS INC N CL A 16119P108 9,467 41,405 SH   SOLE   41,317 0 88
US FOODS HLDG CORP COM 912008109 2,424 100,000 SH   SOLE   99,791 0 209