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
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 8,027 58,565 SH   OTR 1 58,565 0 0
AVALONBAY CMNTYS INC COM 053484101 706 4,800 SH   OTR 1 4,800 0 0
BURLINGTON STORES INC COM 122017106 10,063 63,504 SH   OTR 1 63,504 0 0
BOYD GAMING CORP COM 103304101 5,153 357,372 SH   OTR 1 357,372 0 0
CROWN HLDGS INC COM 228368106 16,997 292,857 SH   OTR 1 292,857 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 2,007 261,702 SH   OTR 1 261,702 0 0
DOLLAR TREE INC COM 256746108 3,205 43,629 SH   OTR 1 43,629 0 0
DARDEN RESTAURANTS INC COM 237194105 5,692 104,516 SH   OTR 1 104,516 0 0
ELDORADO RESORTS INC COM 28470R102 1,906 132,349 SH   OTR 1 132,349 0 0
ESSEX PPTY TR INC COM 297178105 719 3,266 SH   OTR 1 3,266 0 0
ALPHABET INC CAP STK CL A 02079K305 6,916 5,952 SH   OTR 1 5,952 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 2,164 108,785 SH   OTR 1 108,785 0 0
GAP INC COM 364760108 1,003 142,537 SH   OTR 1 142,537 0 0
IAA INC COM 449253103 12,878 429,826 SH   OTR 1 429,826 0 0
JACOBS ENGR GROUP INC COM 469814107 18,674 235,580 SH   OTR 1 235,580 0 0
JACK IN THE BOX INC COM 466367109 1,362 38,872 SH   OTR 1 38,872 0 0
KBR INC COM 48242W106 18,972 917,392 SH   OTR 1 917,392 0 0
L BRANDS INC COM 501797104 2,102 181,809 SH   OTR 1 181,809 0 0
LULULEMON ATHLETICA INC COM 550021109 9,591 50,599 SH   OTR 1 50,599 0 0
MASTERCARD INC CL A 57636Q104 992 4,105 SH   OTR 1 4,105 0 0
MID AMER APT CMNTYS INC COM 59522J103 3,127 30,355 SH   OTR 1 30,355 0 0
MCDONALDS CORP COM 580135101 15,089 91,254 SH   OTR 1 91,254 0 0
PAE INC COM CL A 69290Y109 1,661 255,886 SH   OTR 1 255,886 0 0
PROLOGIS INC. COM 74340W103 16,853 209,690 SH   OTR 1 209,690 0 0
PLANET FITNESS INC CL A 72703H101 9,652 198,202 SH   OTR 1 198,202 0 0
RH COM 74967X103 10,000 99,533 SH   OTR 1 99,533 0 0
SABRE CORP COM 78573M104 3,103 523,330 SH   OTR 1 523,330 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 274 21,863 SH   OTR 1 21,863 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 8,058 78,689 SH   OTR 1 78,689 0 0
SNAP INC CL A 83304A106 2,467 207,485 SH   OTR 1 207,485 0 0
STANLEY BLACK & DECKER INC COM 854502101 3,341 33,412 SH   OTR 1 33,412 0 0
TJX COS INC NEW COM 872540109 11,181 233,862 SH   OTR 1 233,862 0 0
TEEKAY TANKERS LTD CL A Y8565N300 2,493 112,107 SH   OTR 1 112,107 0 0
TRACTOR SUPPLY CO COM 892356106 10,182 120,426 SH   OTR 1 120,426 0 0
TWITTER INC COM 90184L102 3,285 133,757 SH   OTR 1 133,757 0 0
ULTA BEAUTY INC COM 90384S303 8,910 50,713 SH   OTR 1 50,713 0 0
VISA INC COM CL A 92826C839 988 6,129 SH   OTR 1 6,129 0 0
WENDYS CO COM 95058W100 10,790 725,124 SH   OTR 1 725,124 0 0
WINGSTOP INC COM 974155103 9,203 115,473 SH   OTR 1 115,473 0 0