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
ADT INC COM 00090Q103 6,016 1,001,015 SH   SOLE   906,658 0 94,357
AMERICAN AXLE & MFG HLDGS IN COM 024061103 2,723 245,298 SH   SOLE   222,174 0 23,124
BLOOMIN BRANDS INC COM 094235108 11,158 623,699 SH   SOLE   564,967 0 58,732
COMMERCIAL METALS CO COM 201723103 6,399 399,466 SH   SOLE   361,788 0 37,678
DISH NETWORK CORP CL A 25470M109 21,275 852,018 SH   SOLE   771,552 0 80,466
EVERCORE INC CLASS A 29977A105 842 11,769 SH   SOLE   10,652 0 1,117
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 14,383 927,907 SH   SOLE   840,692 0 87,215
FACEBOOK INC CL A 30303M102 352 2,685 SH   SOLE   2,685 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 13,564 419,807 SH   SOLE   380,294 0 39,513
INTELSAT S A COM L5140P101 27,741 1,296,904 SH   SOLE   1,174,640 0 122,264
KIMCO RLTY CORP COM 49446R109 22,660 1,546,729 SH   SOLE   1,400,661 0 146,068
LATTICE SEMICONDUCTOR CORP COM 518415104 229 33,151 SH   SOLE   33,151 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 17,005 553,911 SH   SOLE   503,294 0 50,617
LIONS GATE ENTMNT CORP CL A VTG 535919401 3,644 226,332 SH   SOLE   205,011 0 21,321
LITHIA MTRS INC CL A 536797103 4,302 56,354 SH   SOLE   51,059 0 5,295
MADISON SQUARE GARDEN CO NEW CL A 55825T103 27,327 102,079 SH   SOLE   92,510 0 9,569
MERITAGE HOMES CORP COM 59001A102 7,799 212,391 SH   SOLE   191,634 0 20,757
MICROCHIP TECHNOLOGY INC COM 595017104 16,012 222,635 SH   SOLE   201,609 0 21,026
NEW YORK TIMES CO CL A 650111107 5,713 256,311 SH   SOLE   233,896 0 22,415
NEWMARK GROUP INC CL A 65158N102 3,433 428,000 SH   SOLE   387,736 0 40,264
NEWS CORP NEW CL A 65249B109 8,025 707,063 SH   SOLE   640,508 0 66,555
PAPA JOHNS INTL INC COM 698813102 3,343 83,970 SH   SOLE   76,072 0 7,898
PIVOTAL SOFTWARE INC COM CL A 72582H107 1,627 99,533 SH   SOLE   90,179 0 9,354
QUOTIENT TECHNOLOGY INC COM 749119103 2,548 238,547 SH   SOLE   216,470 0 22,077
SHAKE SHACK INC CL A 819047101 5,056 111,317 SH   SOLE   100,832 0 10,485
SHOPIFY INC CL A 82509L107 2,587 18,682 SH   SOLE   16,958 0 1,724
SKYWORKS SOLUTIONS INC COM 83088M102 3,659 54,602 SH   SOLE   49,487 0 5,115
STARS GROUP INC COM 85570W100 8,236 498,549 SH   SOLE   454,933 0 43,616
TAYLOR MORRISON HOME CORP CL A 87724P106 7,032 442,261 SH   SOLE   400,576 0 41,685
TESLA INC COM 88160R101 659 1,981 SH   SOLE   1,981 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 15,503 303,449 SH   SOLE   274,834 0 28,615
VERSUM MATLS INC COM 92532W103 3,726 134,428 SH   SOLE   121,772 0 12,656
VIASAT INC COM 92552V100 8,811 149,468 SH   SOLE   135,771 0 13,697
DISNEY WALT CO COM DISNEY 254687106 264 2,408 SH   SOLE   2,408 0 0
WILLSCOT CORP COM 971375126 1,717 182,319 SH   SOLE   165,192 0 17,127
WYNN RESORTS LTD COM 983134107 28,842 291,598 SH   SOLE   264,059 0 27,539
ZAYO GROUP HLDGS INC COM 98919V105 7,786 340,882 SH   SOLE   310,666 0 30,216
ZILLOW GROUP INC CL C CAP STK 98954M200 3,875 122,706 SH   SOLE   111,397 0 11,309
ZYNGA INC CL A 98986T108 17,792 4,527,140 SH   SOLE   4,101,620 0 425,520