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
ACTIVISION BLIZZARD INC COM 00507V109 141,432 2,096,538 SH   SOLE NONE 1,620,567 0 475,971
ADIENT PLC COM G0084W101 195,346 3,268,834 SH   SOLE NONE 2,530,062 0 738,772
AIR PRODUCTS & CHEMICALS INC COM 009158106 3,888 24,447 SH   SOLE NONE 24,447 0 0
ALBEMARLE CORP COM 012653101 184,166 1,985,826 SH   SOLE NONE 1,543,505 0 442,321
ALEXION PHARMACEUTICALS INC COM 015351109 1,108 9,941 SH   SOLE NONE 9,941 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 191,009 8,066,250 SH   SOLE NONE 6,271,889 0 1,794,361
ALLERGAN INC COM G0177J108 292,010 1,735,161 SH   SOLE NONE 1,339,756 0 395,405
ALLSCRIPTS HEALTHCARE SOLUTIONS INC COM 01988P108 88,314 7,150,931 SH   SOLE NONE 5,526,952 0 1,623,979
ALTABA INC COM 021346101 33,923 458,172 SH   SOLE NONE 365,387 0 92,785
ALTRIA GROUP INC COM 02209S103 337 5,400 SH   SOLE NONE 5,400 0 0
AON PLC COM G0408V102 1,095 7,800 SH   SOLE NONE 7,800 0 0
ARMSTRONG WORLD INDUSTRIES INC COM 04247X102 263,240 4,675,664 SH   SOLE NONE 3,641,330 0 1,034,334
AUTODESK INC COM 052769106 156,662 1,247,511 SH   SOLE NONE 970,031 0 277,480
BALL CORP COM 058498106 114,485 2,883,029 SH   SOLE NONE 2,244,970 0 638,059
BERKSHIRE HATHAWAY INC-CL B COM 084670702 798 4,000 SH   SOLE NONE 4,000 0 0
BLACKBERRY LTD COM 09228F103 165,353 14,378,483 SH   SOLE NONE 11,231,777 0 3,146,706
BROOKFIELD ASSET MANAGEMENT INC COM 112585104 946 24,260 SH   SOLE NONE 24,260 0 0
CASEY'S GENERAL STORES INC COM 147528103 140,268 1,277,835 SH   SOLE NONE 988,786 0 289,049
CHECK POINT SOFTWARE TECHNOLOGIES LTD COM M22465104 207,163 2,085,395 SH   SOLE NONE 1,610,924 0 474,471
CHEMOURS CO/THE COM 163851108 221,537 4,548,089 SH   SOLE NONE 3,545,867 0 1,002,222
CHIPOTLE MEXICAN GRILL INC COM 169656105 170,669 528,207 SH   SOLE NONE 410,068 0 118,139
CREE INC COM 225447101 123,398 3,061,229 SH   SOLE NONE 2,365,848 0 695,381
CROSSAMERICA PARTNERS LP COM 22758A105 2,965 144,223 SH   SOLE NONE 144,223 0 0
DCP MIDSTREAM PARTNERS LP COM 23311P100 1,630 46,402 SH   SOLE NONE 46,402 0 0
DOMTAR CORP COM 257559203 374 8,800 SH   SOLE NONE 8,800 0 0
EAGLE PHARMACEUTICALS COM 269796108 46,005 873,131 SH   SOLE NONE 681,175 0 191,956
EBAY INC COM 278642103 171,952 4,273,173 SH   SOLE NONE 3,306,440 0 966,733
EQUIFAX INC COM 294429105 1,090 9,256 SH   SOLE NONE 9,256 0 0
FLEX LTD COM Y2573F102 93,508 5,726,123 SH   SOLE NONE 4,421,138 0 1,304,985
GENERAL DYNAMICS CORP COM 369550108 288,204 1,304,682 SH   SOLE NONE 1,010,308 0 294,374
HALOZYME THERAPEUTICS INC COM 40637H109 160,489 8,192,378 SH   SOLE NONE 6,410,297 0 1,782,081
HD SUPPLY HOLDINGS INC COM 40416M105 287,886 7,587,940 SH   SOLE NONE 5,893,358 0 1,694,582
HD SUPPLY HOLDINGS INC COM 40416M105 292 7,700 SH Call SOLE NONE 7,700 0 0
HEWLETT-PACKARD CO COM 40434L105 239,877 10,943,297 SH   SOLE NONE 8,539,971 0 2,403,326
HUNTSMAN CORP COM 447011107 209,975 7,178,631 SH   SOLE NONE 5,574,793 0 1,603,838
INNOVIVA INC COM 45781M101 745 44,678 SH   SOLE NONE 44,678 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 241,654 3,332,246 SH   SOLE NONE 2,586,922 0 745,324
INTERCONTINENTAL EXCHANGE INC COM 45866F104 616 8,500 SH Call SOLE NONE 8,500 0 0
INTERNATIONAL PAPER CO COM 460146103 351,888 6,585,965 SH   SOLE NONE 5,125,910 0 1,460,055
INTREXON CORP COM 46122T102 100,054 6,526,704 SH   SOLE NONE 5,065,604 0 1,461,100
ISHARES RUSSELL 2000 INDEX FUND COM 464287655 1,700 11,198 SH   SOLE NONE 11,198 0 0
ISHARES RUSSELL MIDCAP INDEX FUND COM 464287499 1,726 8,362 SH   SOLE NONE 8,362 0 0
ISHARES SILVER TRUST COM 46428Q109 2,304 149,500 SH Call SOLE NONE 149,500 0 0
KLX INC COM 482539103 5,685 80,007 SH   SOLE NONE 80,007 0 0
LA QUINTA HOLDINGS INC COM 50420D108 112,127 5,929,487 SH   SOLE NONE 4,696,228 0 1,233,259
LABORATORY CORP OF AMERICA HOLDINGS COM 50540R409 273,506 1,690,921 SH   SOLE NONE 1,308,035 0 382,886
LYONDELLBASELL INDUSTRIES NV COM N53745100 317 3,000 SH   SOLE NONE 3,000 0 0
MARATHON PETROLEUM CORP COM 56585A102 257,178 3,517,686 SH   SOLE NONE 2,731,852 0 785,834
MARTIN MARIETTA MATERIALS INC COM 573284106 417,502 2,014,001 SH   SOLE NONE 1,569,825 0 444,176
MASCO CORP COM 574599106 653 16,150 SH   SOLE NONE 16,150 0 0
MASCO CORP COM 574599106 2,313 57,200 SH Call SOLE NONE 57,200 0 0
MBIA INC COM 55262C100 730 78,824 SH   SOLE NONE 78,824 0 0
MBIA INC COM 55262C100 1,248 134,800 SH Call SOLE NONE 134,800 0 0
MEDICINES CO/THE COM 584688105 71,115 2,158,933 SH   SOLE NONE 1,683,402 0 475,531
MGM RESORTS INTERNATIONAL COM 552953101 168,246 4,804,281 SH   SOLE NONE 3,726,027 0 1,078,254
MOLINA HEALTHCARE INC COM 60855R100 144,803 1,783,732 SH   SOLE NONE 1,378,250 0 405,482
MURPHY USA INC COM 626755102 130,455 1,791,958 SH   SOLE NONE 1,390,919 0 401,039
OLIN CORP COM 680665205 226,035 7,437,815 SH   SOLE NONE 5,800,812 0 1,637,003
ORBITAL ATK INC COM 68557N103 72 545 SH   SOLE NONE 545 0 0
OWENS CORNING COM 690742101 235,331 2,926,998 SH   SOLE NONE 2,266,537 0 660,461
PACKAGING CORP OF AMERICA COM 695156109 150,439 1,334,864 SH   SOLE NONE 1,046,406 0 288,458
PENTAIR LTD COM G7S00T104 235,720 3,459,849 SH   SOLE NONE 2,682,223 0 777,626
POST HOLDINGS INC COM 737446104 189,886 2,506,417 SH   SOLE NONE 1,946,309 0 560,108
QORVO INC COM 74736K101 87,009 1,235,050 SH   SOLE NONE 955,193 0 279,857
S&P GLOBAL INC COM 78409V104 373,727 1,956,072 SH   SOLE NONE 1,514,817 0 441,255
SBA COMMUNICATIONS CORP COM 78410G104 233,446 1,365,819 SH   SOLE NONE 1,063,241 0 302,578
SEAGATE TECHNOLOGY PLC COM G7945M107 721 12,323 SH   SOLE NONE 12,323 0 0
SERVICEMASTER GLOBAL HOLDINGS INC COM 81761R109 1,390 27,345 SH   SOLE NONE 27,345 0 0
SPDR GOLD SHARES COM 78463V107 7,585 60,300 SH Call SOLE NONE 60,300 0 0
T-MOBILE US INC COM 872590104 293,151 4,802,597 SH   SOLE NONE 3,721,906 0 1,080,691
T-MOBILE US INC COM 872590104 519 8,500 SH Call SOLE NONE 8,500 0 0
TECK RESOURCES LTD COM 878742204 185,992 7,220,195 SH   SOLE NONE 5,569,649 0 1,650,546
THERAPEUTICSMD INC COM 88338N107 279 57,212 SH   SOLE NONE 57,212 0 0
TRAVELERS COS INC/THE COM 89417E109 1,389 10,000 SH   SOLE NONE 10,000 0 0
TYSON FOODS INC COM 902494103 429,856 5,873,154 SH   SOLE NONE 4,552,938 0 1,320,216
UNIVAR INC COM 91336L107 199,795 7,199,824 SH   SOLE NONE 5,605,182 0 1,594,642
VANGUARD FINANCIALS ETF COM 92204A405 1,764 25,389 SH   SOLE NONE 25,389 0 0
VERSUM MATERIALS INC. COM 92532W103 213,029 5,661,154 SH   SOLE NONE 4,396,679 0 1,264,475
VIACOM INC COM 92553P201 114,756 3,694,660 SH   SOLE NONE 2,874,846 0 819,814
VISTEON CORP COM 92839U206 275,751 2,501,372 SH   SOLE NONE 1,945,538 0 555,834
WAL-MART STORES INC COM 931142103 222 2,500 SH   SOLE NONE 2,500 0 0
WARRIOR MET COAL INC COM 93627C101 2,196 78,397 SH   SOLE NONE 78,397 0 0
WESTERN DIGITAL CORP COM 958102105 552,252 5,985,177 SH   SOLE NONE 4,656,716 0 1,328,461
WR GRACE & CO COM 38388F108 158,078 2,581,701 SH   SOLE NONE 2,003,888 0 577,813
WYNDHAM WORLDWIDE CORP COM 98310W108 357,514 3,124,299 SH   SOLE NONE 2,436,592 0 687,707
YUM CHINA HOLDINGS INC COM 98850P109 135,299 3,260,218 SH   SOLE NONE 2,528,996 0 731,222