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 2,547 10,229 SH   SOLE   10,229 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 5,963 165,368 SH   SOLE   165,368 0 0
AXALTA COATING SYS LTD COM G0750C108 17,329 538,163 SH   SOLE   538,163 0 0
BALL CORP COM 058498106 2,430 32,729 SH   SOLE   32,729 0 0
CABLE ONE INC COM 12685J105 10,196 16,327 SH   SOLE   16,327 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 3,523 10,764 SH   SOLE   10,764 0 0
CITIZENS FINL GROUP INC COM 174610105 10,892 315,245 SH   SOLE   315,245 0 0
COLFAX CORP COM 194014106 3,489 88,875 SH   SOLE   88,875 0 0
CONDUENT INC COM 206787103 18,466 1,100,477 SH   SOLE   1,100,477 0 0
CORELOGIC INC COM 21871D103 9,426 231,487 SH   SOLE   231,487 0 0
COTIVITI HLDGS INC COM 22164K101 3,674 88,257 SH   SOLE   88,257 0 0
CROWN HOLDINGS INC COM 228368106 10,893 205,713 SH   SOLE   205,713 0 0
EVERTEC INC COM 30040P103 2,863 180,069 SH   SOLE   180,069 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 4,497 115,490 SH   SOLE   115,490 0 0
FLOWSERVE CORP COM 34354P105 1,627 33,609 SH   SOLE   33,609 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 4,076 66,979 SH   SOLE   66,979 0 0
GARTNER INC COM 366651107 9,955 92,187 SH   SOLE   92,187 0 0
HUNTINGTON BANCSHARES INC COM 446150104 2,039 10,183 SH   SOLE   10,183 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 18,223 304,382 SH   SOLE   304,382 0 0
KENNAMETAL INC COM 489170100 6,059 154,446 SH   SOLE   154,446 0 0
LA QUINTA HLDGS INC COM 50420D108 2,399 177,474 SH   SOLE   177,474 0 0
LEIDOS HLDGS INC COM 525327102 13,149 257,122 SH   SOLE   257,122 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 14,271 177,101 SH   SOLE   177,101 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 17,344 86,848 SH   SOLE   86,848 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 7,439 275,021 SH   SOLE   275,021 0 0
MGM RESORTS INTERNATIONAL COM 552953101 14,844 541,746 SH   SOLE   541,746 0 0
MSG NETWORK INC CL A 553573106 5,265 225,482 SH   SOLE   225,482 0 0
NATIONAL OILWELL VARCO INC COM 637071101 3,851 96,048 SH   SOLE   96,048 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 2,724 307,401 SH   SOLE   307,401 0 0
SERVICE CORP INTL COM 817565104 7,569 245,099 SH   SOLE   245,099 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 4,432 31,886 SH   SOLE   31,886 0 0
T MOBILE US INC COM 872590104 3,100 47,995 SH   SOLE   47,995 0 0
VULCAN MATLS CO COM 929160109 9,281 77,032 SH   SOLE   77,032 0 0
ZOETIS INC CL A 98978V103 4,922 92,222 SH   SOLE   92,222 0 0