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
ONEOK INC NEW COM 682680103 1,684 32,283 SH   SOLE   30,671 0 1,612
DISH NETWORK CORP CL A 25470M109 10,916 173,939 SH   SOLE   165,282 0 8,657
TEGNA INC COM 87901J105 10,757 746,488 SH   SOLE   707,524 0 38,964
NEWELL BRANDS INC COM 651229106 8,774 163,634 SH   SOLE   155,485 0 8,149
GRAPHIC PACKAGING HLDG CO COM 388689101 11,983 869,610 SH   SOLE   826,366 0 43,244
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 10,429 175,870 SH   SOLE   167,111 0 8,759
SYMANTEC CORP COM 871503108 3,082 109,105 SH   SOLE   103,674 0 5,431
GLOBAL PMTS INC COM 37940X102 11,259 124,661 SH   SOLE   118,452 0 6,209
SIX FLAGS ENTMT CORP NEW COM 83001A102 8,294 139,134 SH   SOLE   132,214 0 6,920
CROWN CASTLE INTL CORP NEW COM 22822V101 12,516 124,931 SH   SOLE   118,722 0 6,209
CONSTELLATION BRANDS INC CL A 21036P108 9,704 50,089 SH   SOLE   47,598 0 2,491
PDC ENERGY INC COM 69327R101 1,585 36,769 SH   SOLE   34,932 0 1,837
SERVICE CORP INTL COM 817565104 5,885 175,923 SH   SOLE   167,148 0 8,775
ENVISION HEALTHCARE CORP COM 29414D100 5,442 86,831 SH   SOLE   82,502 0 4,329
COTT CORP QUE COM 22163N106 10,641 736,926 SH   SOLE   700,225 0 36,701
RYMAN HOSPITALITY PPTYS INC COM 78377T107 7,910 123,570 SH   SOLE   117,421 0 6,149
LKQ CORP COM 501889208 9,155 277,840 SH   SOLE   264,035 0 13,805
SCHEIN HENRY INC COM 806407102 5,703 31,161 SH   SOLE   29,607 0 1,554
TESORO CORP COM 881609101 1,773 18,945 SH   SOLE   17,996 0 949
UNITED RENTALS INC COM 911363109 3,763 33,386 SH   SOLE   31,719 0 1,667
BOYD GAMING CORP COM 103304101 4,502 181,451 SH   SOLE   172,419 0 9,032
ORBITAL ATK INC COM 68557N103 12,176 123,788 SH   SOLE   117,636 0 6,152
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 7,698 200,423 SH   SOLE   190,405 0 10,018
SM ENERGY CO COM 78454L100 2,907 175,863 SH   SOLE   167,119 0 8,744
MGM RESORTS INTERNATIONAL COM 552953101 11,139 355,993 SH   SOLE   338,320 0 17,673
BALL CORP COM 058498106 12,240 289,969 SH   SOLE   275,556 0 14,413
TELEFLEX INC COM 879369106 8,090 38,938 SH   SOLE   37,002 0 1,936
CBRE GROUP INC CL A 12504L109 8,715 239,430 SH   SOLE   227,494 0 11,936
SEALED AIR CORP NEW COM 81211K100 7,477 167,053 SH   SOLE   158,714 0 8,339
SCIENTIFIC GAMES CORP CL A 80874P109 2,295 87,945 SH   SOLE   83,559 0 4,386
PERFORMANCE FOOD GROUP CO COM 71377A103 12,185 444,697 SH   SOLE   422,466 0 22,231
REPUBLIC SVCS INC COM 760759100 15,843 248,592 SH   SOLE   236,161 0 12,431
SUPERIOR ENERGY SVCS INC COM 868157108 2,590 248,286 SH   SOLE   235,909 0 12,377
SILGAN HOLDINGS INC COM 827048109 9,271 291,740 SH   SOLE   277,184 0 14,556
LIVE NATION ENTERTAINMENT IN COM 538034109 8,302 238,220 SH   SOLE   226,356 0 11,864
CHURCHILL DOWNS INC COM 171484108 7,669 41,838 SH   SOLE   39,738 0 2,100
FIDELITY NATL INFORMATION SV COM 31620M106 14,949 175,042 SH   SOLE   166,337 0 8,705
MASTEC INC COM 576323109 3,066 67,910 SH   SOLE   64,529 0 3,381
SINCLAIR BROADCAST GROUP INC CL A 829226109 5,428 164,987 SH   SOLE   156,729 0 8,258
EQUINIX INC COM PAR $0.001 29444U700 7,176 16,722 SH   SOLE   15,881 0 841
SCOTTS MIRACLE GRO CO CL A 810186106 3,388 37,870 SH   SOLE   35,981 0 1,889
REGAL ENTMT GROUP CL A 758766109 5,466 267,172 SH   SOLE   253,868 0 13,304
HERC HLDGS INC COM 42704L104 1,532 38,961 SH   SOLE   37,019 0 1,942
VIASAT INC COM 92552V100 12,497 188,782 SH   SOLE   179,737 0 9,045
NEXSTAR MEDIA GROUP INC CL A 65336K103 3,396 56,786 SH   SOLE   53,958 0 2,828
AECOM COM 00766T100 3,959 122,459 SH   SOLE   116,335 0 6,124
CONTINENTAL RESOURCES INC COM 212015101 1,368 42,303 SH   SOLE   40,195 0 2,108
WASTE CONNECTIONS INC COM 94106B101 9,438 146,501 SH   SOLE   139,624 0 6,877
BROADCOM LTD SHS Y09827109 7,263 31,165 SH   SOLE   29,611 0 1,554
KAR AUCTION SVCS INC COM 48238T109 5,560 132,470 SH   SOLE   125,872 0 6,598
HRG GROUP INC COM 40434J100 5,257 296,854 SH   SOLE   282,085 0 14,769
LPL FINL HLDGS INC COM 50212V100 7,674 180,736 SH   SOLE   171,501 0 9,235
NIELSEN HLDGS PLC SHS EUR G6518L108 11,766 304,352 SH   SOLE   289,216 0 15,136
HCA HEALTHCARE INC COM 40412C101 4,950 56,771 SH   SOLE   53,945 0 2,826
HUNTINGTON INGALLS INDS INC COM 446413106 3,523 18,924 SH   SOLE   17,980 0 944
ENGILITY HLDGS INC NEW COM 29286C107 5,341 188,070 SH   SOLE   178,692 0 9,378
BERRY GLOBAL GROUP INC COM 08579W103 12,567 220,434 SH   SOLE   209,456 0 10,978
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 5,922 109,087 SH   SOLE   103,653 0 5,434
PINNACLE FOODS INC DEL COM 72348P104 10,728 180,613 SH   SOLE   171,631 0 8,982
SABRE CORP COM 78573M104 7,224 331,843 SH   SOLE   315,281 0 16,562
CDW CORP COM 12514G108 10,232 163,636 SH   SOLE   155,493 0 8,143
HD SUPPLY HLDGS INC COM 40416M105 4,712 153,839 SH   SOLE   146,419 0 7,420
CLUBCORP HLDGS INC COM 18948M108 6,383 487,220 SH   SOLE   458,862 0 28,358
COMMSCOPE HLDG CO INC COM 20337X109 8,804 231,498 SH   SOLE   219,984 0 11,514
ANTERO RES CORP COM 03674X106 1,371 63,453 SH   SOLE   60,287 0 3,166
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 12,510 646,166 SH   SOLE   614,070 0 32,096
ALLEGION PUB LTD CO ORD SHS G0176J109 7,176 88,459 SH   SOLE   84,138 0 4,321
ARAMARK COM 03852U106 16,862 411,478 SH   SOLE   391,021 0 20,457
HILTON WORLDWIDE HLDGS INC COM 43300A203 6,909 111,706 SH   SOLE   106,160 0 5,546
AMC ENTMT HLDGS INC CL A COM 00165C104 13,566 596,325 SH   SOLE   565,217 0 31,108
PARSLEY ENERGY INC CL A 701877102 1,607 57,895 SH   SOLE   55,006 0 2,889
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 8,944 228,227 SH   SOLE   216,871 0 11,356
CDK GLOBAL INC COM 12508E101 5,359 86,349 SH   SOLE   82,021 0 4,328
ELDORADO RESORTS INC COM 28470R102 7,258 362,917 SH   SOLE   344,786 0 18,131
ZAYO GROUP HLDGS INC COM 98919V105 8,050 260,523 SH   SOLE   247,535 0 12,988
INC RESH HLDGS INC CL A 45329R109 5,860 100,179 SH   SOLE   95,201 0 4,978
SUMMIT MATLS INC CL A 86614U100 4,243 146,979 SH   SOLE   139,647 0 7,332
TRANSUNION COM 89400J107 15,987 369,133 SH   SOLE   350,785 0 18,348
KRAFT HEINZ CO COM 500754106 10,981 128,218 SH   SOLE   121,841 0 6,377
WELBILT INC COM 949090104 3,778 200,413 SH   SOLE   190,426 0 9,987
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 15,392 369,111 SH   SOLE   350,766 0 18,345
US FOODS HLDG CORP COM 912008109 9,853 361,970 SH   SOLE   343,874 0 18,096
DELL TECHNOLOGIES INC COM CL V 24703L103 7,117 116,460 SH   SOLE   110,625 0 5,835
ADVANCED DISP SVCS INC DEL COM 00790X101 10,471 460,661 SH   SOLE   437,329 0 23,332
ATHENE HLDG LTD CL A G0684D107 10,850 218,703 SH   SOLE   207,794 0 10,909
PRESIDIO INC COM 74102M103 7,121 497,604 SH   SOLE   472,824 0 24,780
ARDAGH GROUP S A CL A L0223L101 6,394 282,774 SH   SOLE   268,690 0 14,084
WIDEOPENWEST INC COM 96758W101 6,507 373,955 SH   SOLE   355,387 0 18,568