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
APPLE INC COM COM 037833100 10,698 98,160 SH   SOLE   98,160 0 0
BARRICK GOLD CORP COM COM 067901108 252 18,570 SH   SOLE   18,570 0 0
AECOM COM COM 00766T100 1,186 38,530 SH   SOLE   38,530 0 0
AGNICO EAGLE MINES LTD COM COM 008474108 1,095 30,290 SH   SOLE   30,290 0 0
GALLAGHER ARTHUR J & CO COM COM 363576109 1,205 27,080 SH   SOLE   27,080 0 0
AON PLC SHS CL A CL A G0408V102 798 7,640 SH   SOLE   7,640 0 0
ANADARKO PETE CORP COM COM 032511107 4,045 86,851 SH   SOLE   86,851 0 0
AVERY DENNISON CORP COM COM 053611109 1,820 25,240 SH   SOLE   25,240 0 0
ARMSTRONG WORLD INDS INC NEW COM COM 04247X102 3,382 69,920 SH   SOLE   69,920 0 0
AMERICAN EXPRESS CO COM COM 025816109 631 10,280 SH   SOLE   10,280 0 0
AUTOZONE INC COM COM 053332102 2,393 3,004 SH   SOLE   3,004 0 0
ASPEN TECHNOLOGY INC COM COM 045327103 569 15,750 SH   SOLE   15,750 0 0
BANK AMER CORP COM COM 060505104 551 40,720 SH   SOLE   40,720 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH CL A 112585104 407 11,720 SH   SOLE   11,720 0 0
BRUNSWICK CORP COM COM 117043109 2,002 41,730 SH   SOLE   41,730 0 0
BCE INC COM NEW COM 05534B760 637 14,000 SH   SOLE   14,000 0 0
PROGRESSIVE WASTE SOLUTIONS COM COM 74339G101 11,548 372,148 SH   SOLE   372,148 0 0
BANK NEW YORK MELLON CORP COM COM 064058100 3,125 84,850 SH   SOLE   84,850 0 0
BLOOMIN BRANDS INC COM COM 094235108 2,862 169,640 SH   SOLE   169,640 0 0
BOB EVANS FARMS INC COM COM 096761101 1,153 24,690 SH   SOLE   24,690 0 0
BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 570 9,610 SH   SOLE   9,610 0 0
CRACKER BARREL OLD CTRY STOR COM COM 22410J106 1,706 11,177 SH   SOLE   11,177 0 0
CBS CORP NEW CL B CL B 124857202 5,098 92,540 SH   SOLE   92,540 0 0
CARNIVAL CORP PAIRED CTF CTF 143658300 360 6,830 SH   SOLE   6,830 0 0
C H ROBINSON WORLDWIDE INC COM NEW COM 12541W209 567 7,640 SH   SOLE   7,640 0 0
CHECKPOINT SYS INC COM COM 162825103 3,370 332,971 SH   SOLE   332,971 0 0
CONTINENTAL RESOURCES INC COM COM 212015101 15,014 494,536 SH   SOLE   494,536 0 0
COMCAST CORP NEW CL A CL A 20030N101 1,137 18,610 SH   SOLE   18,610 0 0
CHIPOTLE MEXICAN GRILL INC COM COM 169656105 320 679 SH   SOLE   679 0 0
CINEMARK HOLDINGS INC COM COM 17243V102 509 14,200 SH   SOLE   14,200 0 0
COTT CORP QUE COM COM 22163N106 5,466 393,498 SH   SOLE   393,498 0 0
CANADIAN PAC RY LTD COM COM 13645T100 450 3,390 SH   SOLE   3,390 0 0
CRESCENT PT ENERGY CORP COM COM 22576C101 11,851 857,089 SH   SOLE   857,089 0 0
CARTER INC COM COM 146229109 603 5,720 SH   SOLE   5,720 0 0
CINTAS CORP COM COM 172908105 3,961 44,100 SH   SOLE   44,100 0 0
CENTURYLINK INC COM COM 156700106 1,104 34,530 SH   SOLE   34,530 0 0
CENOVUS ENERGY INC COM COM 15135U109 6,623 509,617 SH   SOLE   509,617 0 0
CONCHO RES INC COM COM 20605P101 8,296 82,108 SH   SOLE   82,108 0 0
DELTA AIR LINES INC DEL COM NEW COM 247361702 1,093 22,450 SH   SOLE   22,450 0 0
DENNYS CORP COM COM 24869P104 1,813 174,990 SH   SOLE   174,990 0 0
DICKS SPORTING GOODS INC COM COM 253393102 1,191 25,470 SH   SOLE   25,470 0 0
DOW CHEM CO COM COM 260543103 1,602 31,500 SH   SOLE   31,500 0 0
DARDEN RESTAURANTS INC COM COM 237194105 279 4,210 SH   SOLE   4,210 0 0
DEVON ENERGY CORP NEW COM COM 25179M103 14,039 511,627 SH   SOLE   511,627 0 0
ENERGEN CORP COM COM 29265N108 2,329 63,658 SH   SOLE   63,658 0 0
ENBRIDGE INC COM COM 29250N105 10,260 263,878 SH   SOLE   263,878 0 0
EQT CORP COM COM 26884L109 8,451 125,654 SH   SOLE   125,654 0 0
EXPEDITORS INTL WASH INC COM COM 302130109 568 11,640 SH   SOLE   11,640 0 0
DIAMONDBACK ENERGY INC COM COM 25278X109 561 7,275 SH   SOLE   7,275 0 0
FACEBOOK INC CL A CL A 30303M102 21,793 190,998 SH   SOLE   190,998 0 0
FLOWSERVE CORP COM COM 34354P105 1,164 26,210 SH   SOLE   26,210 0 0
FLEETCOR TECHNOLOGIES INC COM COM 339041105 1,480 9,950 SH   SOLE   9,950 0 0
FRANCO NEVADA CORP COM COM 351858105 1,200 19,570 SH   SOLE   19,570 0 0
FIESTA RESTAURANT GROUP INC COM COM 31660B101 5,262 160,520 SH   SOLE   160,520 0 0
GOLDCORP INC NEW COM COM 380956409 1,115 68,800 SH   SOLE   68,800 0 0
GENERAL GROWTH PPTYS INC NEW COM COM 370023103 216 7,260 SH   SOLE   7,260 0 0
ALPHABET INC CAP STK CL A CL A 02079K305 13,599 17,825 SH   SOLE   17,825 0 0
GULFPORT ENERGY CORP COM NEW COM 402635304 2,312 81,594 SH   SOLE   81,594 0 0
GROUPON INC COM CL A CL A 399473107 44 10,975 SH   SOLE   10,975 0 0
HALLIBURTON CO COM COM 406216101 847 23,720 SH   SOLE   23,720 0 0
HONEYWELL INTL INC COM COM 438516106 405 3,610 SH   SOLE   3,610 0 0
HEWLETT PACKARD ENTERPRISE C COM COM 42824C109 597 33,680 SH   SOLE   33,680 0 0
SCHEIN HENRY INC COM COM 806407102 1,873 10,850 SH   SOLE   10,850 0 0
JARDEN CORP COM COM 471109108 562 9,540 SH   SOLE   9,540 0 0
KINROSS GOLD CORP COM NO PAR COM 496902404 55 16,260 SH   SOLE   16,260 0 0
KANSAS CITY SOUTHERN COM NEW COM 485170302 773 9,050 SH   SOLE   9,050 0 0
LITHIA MTRS INC CL A CL A 536797103 2,205 25,245 SH   SOLE   25,245 0 0
LAMAR ADVERTISING CO NEW CL A CL A 512816109 5,816 94,561 SH   SOLE   94,561 0 0
LABORATORY CORP AMER HLDGS COM NEW COM 50540R409 2,797 23,880 SH   SOLE   23,880 0 0
LASALLE HOTEL PPTYS COM SH BEN INT COM 517942108 1,713 67,670 SH   SOLE   67,670 0 0
LOCKHEED MARTIN CORP COM COM 539830109 848 3,830 SH   SOLE   3,830 0 0
LEGACY TEX FINL GROUP INC COM COM 52471Y106 204 10,400 SH   SOLE   10,400 0 0
SOUTHWEST AIRLS CO COM COM 844741108 1,131 25,250 SH   SOLE   25,250 0 0
LIVE NATION ENTERTAINMENT IN COM COM 538034109 1,976 88,560 SH   SOLE   88,560 0 0
MCDONALDS CORP COM COM 580135101 371 2,950 SH   SOLE   2,950 0 0
MOODYS CORP COM COM 615369105 762 7,890 SH   SOLE   7,890 0 0
METLIFE INC COM COM 59156R108 1,175 26,750 SH   SOLE   26,750 0 0
MANULIFE FINL CORP COM COM 56501R106 501 35,430 SH   SOLE   35,430 0 0
MARKETO INC COM COM 57063L107 598 30,550 SH   SOLE   30,550 0 0
MICROSOFT CORP COM COM 594918104 4,766 86,290 SH   SOLE   86,290 0 0
MADISON SQUARE GARDEN CO NEW CL A CL A 55825T103 2,509 15,080 SH   SOLE   15,080 0 0
NORWEGIAN CRUISE LINE HLDGS SHS SHS G66721104 5,785 104,630 SH   SOLE   104,630 0 0
NEWFIELD EXPL CO COM COM 651290108 4,246 127,710 SH   SOLE   127,710 0 0
NIKE INC CL B CL B 654106103 1,127 18,340 SH   SOLE   18,340 0 0
NVR INC COM COM 62944T105 10,008 5,777 SH   SOLE   5,777 0 0
NORTHWEST BANCSHARES INC MD COM COM 667340103 200 14,820 SH   SOLE   14,820 0 0
NEW YORK CMNTY BANCORP INC COM COM 649445103 160 10,040 SH   SOLE   10,040 0 0
ORACLE CORP COM COM 68389X105 2,786 68,100 SH   SOLE   68,100 0 0
NORBORD INC COM NEW ADDED COM 65548P403 5,753 289,534 SH   SOLE   289,534 0 0
OUTFRONT MEDIA INC COM COM 69007J106 17,406 824,930 SH   SOLE   824,930 0 0
PAYCOM SOFTWARE INC COM COM 70432V102 4,218 118,471 SH   SOLE   118,471 0 0
PAYLOCITY HLDG CORP COM COM 70438V106 516 15,748 SH   SOLE   15,748 0 0
DAVE & BUSTERS ENTMT INC COM COM 238337109 20,573 530,504 SH   SOLE   530,504 0 0
PENTAIR PLC SHS SHS G7S00T104 653 12,040 SH   SOLE   12,040 0 0
POOL CORPORATION COM COM 73278L105 6,222 70,910 SH   SOLE   70,910 0 0
PPG INDS INC COM COM 693506107 576 5,170 SH   SOLE   5,170 0 0
PEMBINA PIPELINE CORP COM COM 706327103 221 8,200 SH   SOLE   8,200 0 0
PIONEER NAT RES CO COM COM 723787107 15,036 106,833 SH   SOLE   106,833 0 0
ROGERS COMMUNICATIONS INC CL B CL B 775109200 4,505 112,660 SH   SOLE   112,660 0 0
RICE ENERGY INC COM COM 762760106 600 42,960 SH   SOLE   42,960 0 0
ROPER TECHNOLOGIES INC COM COM 776696106 561 3,070 SH   SOLE   3,070 0 0
SPRINT CORP COM SER 1 COM 85207U105 54 15,610 SH   SOLE   15,610 0 0
SABRE CORP COM COM 78573M104 566 19,580 SH   SOLE   19,580 0 0
SANDERSON FARMS INC COM COM 800013104 567 6,290 SH   SOLE   6,290 0 0
STARBUCKS CORP COM COM 855244109 16,004 268,077 SH   SOLE   268,077 0 0
SCHWAB CHARLES CORP NEW COM COM 808513105 1,125 40,150 SH   SOLE   40,150 0 0
SHERWIN WILLIAMS CO COM COM 824348106 10,000 35,128 SH   SOLE   35,128 0 0
SIGNET JEWELERS LIMITED SHS SHS G81276100 571 4,605 SH   SOLE   4,605 0 0
SIX FLAGS ENTMT CORP NEW COM COM 83001A102 14,676 264,480 SH   SOLE   264,480 0 0
SIMON PPTY GROUP INC NEW COM COM 828806109 417 2,010 SH   SOLE   2,010 0 0
SS&C TECHNOLOGIES HLDGS INC COM COM 78467J100 1,136 17,912 SH   SOLE   17,912 0 0
CONSTELLATION BRANDS INC CL A CL A 21036P108 17,855 118,174 SH   SOLE   118,174 0 0
TECK RESOURCES LTD CL B CL B 878742204 263 34,760 SH   SOLE   34,760 0 0
TORONTO DOMINION BK ONT COM NEW COM 891160509 1,042 24,180 SH   SOLE   24,180 0 0
TERADYNE INC COM COM 880770102 1,684 78,020 SH   SOLE   78,020 0 0
TAHOE RES INC COM COM 873868103 1,038 103,630 SH   SOLE   103,630 0 0
TRANSCANADA CORP COM COM 89353D107 10,562 268,999 SH   SOLE   268,999 0 0
TRACTOR SUPPLY CO COM COM 892356106 19,993 221,013 SH   SOLE   221,013 0 0
TYSON FOODS INC CL A CL A 902494103 1,079 16,190 SH   SOLE   16,190 0 0
TIME WARNER INC COM NEW COM 887317303 1,123 15,480 SH   SOLE   15,480 0 0
TYLER TECHNOLOGIES INC COM COM 902252105 7,669 59,630 SH   SOLE   59,630 0 0
AMERCO COM COM 023586100 1,411 3,950 SH   SOLE   3,950 0 0
UNIFIRST CORP MASS COM COM 904708104 4,847 44,415 SH   SOLE   44,415 0 0
UNITED NAT FOODS INC COM COM 911163103 617 15,310 SH   SOLE   15,310 0 0
UNION PAC CORP COM COM 907818108 2,219 27,890 SH   SOLE   27,890 0 0
U S CONCRETE INC COM NEW COM 90333L201 329 5,520 SH   SOLE   5,520 0 0
VISA INC COM CL A CL A 92826C839 7,819 102,240 SH   SOLE   102,240 0 0
VALERO ENERGY CORP NEW COM COM 91913Y100 2,209 34,442 SH   SOLE   34,442 0 0
WELLS FARGO & CO NEW COM COM 949746101 3,304 68,320 SH   SOLE   68,320 0 0
WILLIS TOWERS WATSON PUB LTD SHS ADDED SHS G96629103 8,557 72,110 SH   SOLE   72,110 0 0
VCA INC COM COM 918194101 4,470 77,480 SH   SOLE   77,480 0 0
CIMAREX ENERGY CO COM COM 171798101 6,278 64,547 SH   SOLE   64,547 0 0
EXXON MOBIL CORP COM COM 30231G102 387 4,630 SH   SOLE   4,630 0 0
XEROX CORP COM COM 984121103 779 69,770 SH   SOLE   69,770 0 0
XYLEM INC COM COM 98419M100 1,746 42,690 SH   SOLE   42,690 0 0
YAMANA GOLD INC COM COM 98462Y100 46 15,070 SH   SOLE   15,070 0 0