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
ALLIANCE DATA SYSTEMS CORP COM 018581108 6,721 29,414 SH   SOLE   29,414 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 5,609 166,492 SH   SOLE   166,492 0 0
AXALTA COATING SYS LTD COM G0750C108 9,344 343,513 SH   SOLE   343,513 0 0
BALL CORP COM 058498106 2,358 31,415 SH   SOLE   31,415 0 0
CABLE ONE INC COM 12685J105 10,910 17,548 SH   SOLE   17,548 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 6,550 22,748 SH   SOLE   22,748 0 0
CITIZENS FINL GROUP INC COM 174610105 13,353 374,755 SH   SOLE   374,755 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,338 23,878 SH   SOLE   23,878 0 0
COLFAX CORP COM 194014106 1,986 55,282 SH   SOLE   55,282 0 0
CONDUENT INC COM 206787103 1,490 100,000 SH   SOLE   100,000 0 0
COPART INC COM 217204106 1,584 28,591 SH   SOLE   28,591 0 0
COTIVITI HLDGS INC COM 22164K101 3,445 100,145 SH   SOLE   100,145 0 0
CROWN HOLDINGS INC COM 228368106 19,157 364,408 SH   SOLE   364,408 0 0
CSX CORP COM 126408103 4,773 132,839 SH   SOLE   132,839 0 0
ELECTRONIC ARTS INC COM 285512109 3,979 50,519 SH   SOLE   50,519 0 0
EVERTEC INC COM 30040P103 3,063 172,563 SH   SOLE   172,563 0 0
FAIR ISAAC CORP COM 303250104 2,361 19,805 SH   SOLE   19,805 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 6,877 202,496 SH   SOLE   202,496 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 14,678 103,717 SH   SOLE   103,717 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 20,046 355,301 SH   SOLE   355,301 0 0
KENNAMETAL INC COM 489170100 4,744 151,753 SH   SOLE   151,753 0 0
LA QUINTA HLDGS INC COM 50420D108 2,105 148,116 SH   SOLE   148,116 0 0
LAS VEGAS SANDS CORP COM 517834107 1,373 25,722 SH   SOLE   25,722 0 0
LEIDOS HLDGS INC COM 525327102 16,427 321,226 SH   SOLE   321,226 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 12,020 147,125 SH   SOLE   147,125 0 0
MACYS INC COM 55616P104 9,154 255,627 SH   SOLE   255,627 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 18,124 105,671 SH   SOLE   105,671 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 5,627 222,313 SH   SOLE   222,313 0 0
MGM RESORTS INTERNATIONAL COM 552953101 12,928 448,432 SH   SOLE   448,432 0 0
MSG NETWORK INC CL A 553573106 4,696 218,441 SH   SOLE   218,441 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 2,673 287,132 SH   SOLE   287,132 0 0
SABRE CORP COM 78573M104 374 15,000 SH   SOLE   15,000 0 0
SERVICE CORP INTL COM 817565104 9,838 346,414 SH   SOLE   346,414 0 0
SHERWIN WILLIAMS CO COM 824348106 2,302 8,566 SH   SOLE   8,566 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 4,874 39,841 SH   SOLE   39,841 0 0
T MOBILE US INC COM 872590104 6,034 104,922 SH   SOLE   104,922 0 0
ZOETIS INC CL A 98978V103 6,683 124,843 SH   SOLE   124,843 0 0