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
ABBVIE INC COM 00287Y109 76,543 1,055,834 SH   SOLE   1,055,834 0 0
ABIOMED INC COM 003654100 4,340 30,301 SH   SOLE   30,301 0 0
ACTIVISION BLIZZARD INC COM 00507V109 20,814 361,577 SH   SOLE   361,577 0 0
ADVANCED ENERGY INDS COM 007973100 4,329 66,923 SH   SOLE   66,923 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 13,069 220,334 SH   SOLE   220,334 0 0
AGNC INVT CORP COM 00123Q104 7,173 336,986 SH   SOLE   336,986 0 0
ALCOA CORP COM 013872106 24,167 740,076 SH   SOLE   740,076 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 6,770 26,365 SH   SOLE   26,365 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 2,364 63,004 SH   SOLE   63,004 0 0
ALPHABET INC CAP STK CL A 02079K305 17,025 18,312 SH   SOLE   18,312 0 0
ALPHABET INC CAP STK CL C 02079K107 77,369 85,120 SH   SOLE   85,120 0 0
ALTRIA GROUP INC COM 02209S103 397 5,333 SH   SOLE   5,333 0 0
AMAZON COM INC COM 023135106 43,469 44,912 SH   SOLE   44,912 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 2,765 58,457 SH   SOLE   58,457 0 0
AMGEN INC COM 031162100 24,090 139,877 SH   SOLE   139,877 0 0
ANADARKO PETE CORP COM 032511107 1,658 36,565 SH   SOLE   36,565 0 0
ANTERO RES CORP COM 03674X106 1,493 69,110 SH   SOLE   69,110 0 0
ANTHEM INC COM 036752103 19,822 105,410 SH   SOLE   105,410 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 9,602 362,400 SH   SOLE   362,400 0 0
APPLE INC COM 037833100 57,066 396,209 SH   SOLE   396,209 0 0
APPLIED MATLS INC COM 038222105 47,184 1,142,340 SH   SOLE   1,142,340 0 0
ARISTA NETWORKS INC COM 040413106 7,577 50,600 SH   SOLE   50,600 0 0
AVERY DENNISON CORP COM 053611109 16,330 184,799 SH   SOLE   184,799 0 0
BAKER HUGHES INC COM 057224107 11,934 218,913 SH   SOLE   218,913 0 0
BANK AMER CORP COM 060505104 91,544 3,772,702 SH   SOLE   3,772,702 0 0
BECTON DICKINSON & CO COM 075887109 562 2,880 SH   SOLE   2,880 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,134 160,119 SH   SOLE   160,119 0 0
BEST BUY INC COM 086516101 7,706 134,400 SH   SOLE   134,400 0 0
BIOGEN INC COM 09062X103 3,890 14,339 SH   SOLE   14,339 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 71,618 2,147,762 SH   SOLE   2,147,762 0 0
BOEING CO COM 097023105 5,380 27,203 SH   SOLE   27,203 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 16,135 495,920 SH   SOLE   495,920 0 0
BOSTON SCIENTIFIC CORP COM 101137107 17,354 626,192 SH   SOLE   626,192 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 8,805 158,000 SH   SOLE   158,000 0 0
BROADCOM LTD SHS Y09827109 57,373 246,214 SH   SOLE   246,214 0 0
BUFFALO WILD WINGS INC COM 119848109 1,585 12,510 SH   SOLE   12,510 0 0
CAESARS ENTMT CORP COM 127686103 4,385 366,201 SH   SOLE   366,201 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 62,562 3,163,828 SH   SOLE   3,163,828 0 0
CATALENT INC COM 148806102 3,986 113,587 SH   SOLE   113,587 0 0
CBOE HLDGS INC COM 12503M108 13,598 148,781 SH   SOLE   148,781 0 0
CDW CORP COM 12514G108 9,632 154,100 SH   SOLE   154,100 0 0
CELANESE CORP DEL COM SER A 150870103 16,006 168,600 SH   SOLE   168,600 0 0
CELGENE CORP COM 151020104 15,648 120,491 SH   SOLE   120,491 0 0
CENTENE CORP DEL COM 15135B101 15,326 192,000 SH   SOLE   192,000 0 0
CENTURYLINK INC COM 156700106 36,718 1,537,299 SH   SOLE   1,537,299 0 0
SCHWAB CHARLES CORP NEW COM 808513105 11,718 272,741 SH   SOLE   272,741 0 0
CHEVRON CORP NEW COM 166764100 2,558 24,511 SH   SOLE   24,511 0 0
CHIMERA INVT CORP COM NEW 16934Q208 2,582 138,534 SH   SOLE   138,534 0 0
CHURCHILL DOWNS INC COM 171484108 13,333 72,749 SH   SOLE   72,749 0 0
CIENA CORP COM NEW 171779309 28,400 1,135,329 SH   SOLE   1,135,329 0 0
CINTAS CORP COM 172908105 52,108 413,475 SH   SOLE   413,475 0 0
CITIGROUP INC COM NEW 172967424 128,688 1,924,032 SH   SOLE   1,924,032 0 0
CITIZENS FINL GROUP INC COM 174610105 28,453 797,560 SH   SOLE   797,560 0 0
CITRIX SYS INC COM 177376100 9,003 113,140 SH   SOLE   113,140 0 0
CNO FINL GROUP INC COM 12621E103 2,418 115,809 SH   SOLE   115,809 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 8,002 120,500 SH   SOLE   120,500 0 0
COLGATE PALMOLIVE CO COM 194162103 7,211 97,273 SH   SOLE   97,273 0 0
COMCAST CORP NEW CL A 20030N101 44,921 1,154,040 SH   SOLE   1,154,040 0 0
CONCHO RES INC COM 20605P101 1,567 12,892 SH   SOLE   12,892 0 0
CONOCOPHILLIPS COM 20825C104 1,517 34,516 SH   SOLE   34,516 0 0
CONTINENTAL RESOURCES INC COM 212015101 890 27,529 SH   SOLE   27,529 0 0
CORNING INC COM 219350105 120,827 4,020,240 SH   SOLE   4,020,240 0 0
COTY INC COM CL A 222070203 1,696 90,500 SH   SOLE   90,500 0 0
BARD C R INC COM 067383109 13,068 41,313 SH   SOLE   41,313 0 0
CRANE CO COM 224399105 4,358 54,914 SH   SOLE   54,914 0 0
CROWN HOLDINGS INC COM 228368106 14,045 235,445 SH   SOLE   235,445 0 0
CUMMINS INC COM 231021106 7,900 48,700 SH   SOLE   48,700 0 0
CVR REFNG LP COMUNIT REP LT 12663P107 5,897 624,000 SH   SOLE   624,000 0 0
CVS HEALTH CORP COM 126650100 7,348 91,300 SH   SOLE   91,300 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 7,176 107,900 SH   SOLE   107,900 0 0
DAVITA INC COM 23918K108 4,150 64,091 SH   SOLE   64,091 0 0
DIAMONDBACK ENERGY INC COM 25278X109 305 3,435 SH   SOLE   3,435 0 0
DICKS SPORTING GOODS INC COM 253393102 5,741 144,150 SH   SOLE   144,150 0 0
DIGITALGLOBE INC COM NEW 25389M877 1,257 37,770 SH   SOLE   37,770 0 0
DISH NETWORK CORP CL A 25470M109 8,156 129,944 SH   SOLE   129,944 0 0
D R HORTON INC COM 23331A109 6,832 197,600 SH   SOLE   197,600 0 0
EAST WEST BANCORP INC COM 27579R104 3,790 64,707 SH   SOLE   64,707 0 0
EASTMAN CHEM CO COM 277432100 10,827 128,900 SH   SOLE   128,900 0 0
EDGEWELL PERS CARE CO COM 28035Q102 217 2,856 SH   SOLE   2,856 0 0
ELECTRONIC ARTS INC COM 285512109 14,857 140,518 SH   SOLE   140,518 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 3,632 75,666 SH   SOLE   75,666 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 880 32,474 SH   SOLE   32,474 0 0
EOG RES INC COM 26875P101 1,281 14,150 SH   SOLE   14,150 0 0
EQUIFAX INC COM 294429105 16,690 121,497 SH   SOLE   121,497 0 0
LAUDER ESTEE COS INC CL A 518439104 8,714 90,782 SH   SOLE   90,782 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 3,424 90,004 SH   SOLE   90,004 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 7,145 101,388 SH   SOLE   101,388 0 0
EXXON MOBIL CORP COM 30231G102 2,013 24,941 SH   SOLE   24,941 0 0
FACEBOOK INC CL A 30303M102 54,783 362,866 SH   SOLE   362,866 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 296 3,469 SH   SOLE   3,469 0 0
FIFTH THIRD BANCORP COM 316773100 15,348 591,318 SH   SOLE   591,318 0 0
FINISAR CORP COM NEW 31787A507 12,973 499,455 SH   SOLE   499,455 0 0
FIRST HORIZON NATL CORP COM 320517105 2,084 119,689 SH   SOLE   119,689 0 0
FITBIT INC CL A 33812L102 13,447 2,535,000 SH   SOLE   2,535,000 0 0
FORTRESS INVESTMENT GROUP LL CL A 34958B106 9,606 1,200,000 SH   SOLE   1,200,000 0 0
GENERAL MTRS CO COM 37045V100 111,845 3,201,532 SH   SOLE   3,201,532 0 0
GEO GROUP INC NEW COM 36162J106 89,325 3,022,274 SH   SOLE   3,022,274 0 0
GILEAD SCIENCES INC COM 375558103 4,046 57,170 SH   SOLE   57,170 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 13,186 59,450 SH   SOLE   59,450 0 0
HAWAIIAN HOLDINGS INC COM 419879101 7,447 158,700 SH   SOLE   158,700 0 0
HEARTLAND FINL USA INC COM 42234Q102 3,048 64,755 SH   SOLE   64,755 0 0
HEICO CORP NEW COM 422806109 7,379 102,690 SH   SOLE   102,690 0 0
HESS CORP COM 42809H107 53,525 1,220,485 SH   SOLE   1,220,485 0 0
HOME DEPOT INC COM 437076102 46,960 306,117 SH   SOLE   306,117 0 0
HP INC COM 40434L105 19,380 1,109,000 SH   SOLE   1,109,000 0 0
HUMANA INC COM 444859102 14,549 60,484 SH   SOLE   60,484 0 0
HUNTINGTON BANCSHARES INC COM 446150104 357 26,394 SH   SOLE   26,394 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 10,608 56,986 SH   SOLE   56,986 0 0
IDEXX LABS INC COM 45168D104 1,596 9,888 SH   SOLE   9,888 0 0
IMPERVA INC COM 45321L100 13,082 273,818 SH   SOLE   273,818 0 0
JPMORGAN CHASE & CO COM 46625H100 47,506 519,672 SH   SOLE   519,672 0 0
JUNIPER NETWORKS INC COM 48203R104 4,878 174,997 SH   SOLE   174,997 0 0
K2M GROUP HLDGS INC COM 48273J107 7,716 316,703 SH   SOLE   316,703 0 0
KB HOME COM 48666K109 8,539 356,300 SH   SOLE   356,300 0 0
KKR & CO L P DEL COM UNITS 48248M102 95,991 5,159,472 SH   SOLE   5,159,472 0 0
KLA-TENCOR CORP COM 482480100 14,114 154,239 SH   SOLE   154,239 0 0
KNIGHT TRANSN INC COM 499064103 2,073 55,998 SH   SOLE   55,998 0 0
LAM RESEARCH CORP COM 512807108 9,091 64,281 SH   SOLE   64,281 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 12,893 175,232 SH   SOLE   175,232 0 0
LAS VEGAS SANDS CORP COM 517834107 60,034 939,716 SH   SOLE   939,716 0 0
LEAR CORP COM NEW 521865204 8,106 57,056 SH   SOLE   57,056 0 0
LEIDOS HLDGS INC COM 525327102 11,318 218,984 SH   SOLE   218,984 0 0
LEUCADIA NATL CORP COM 527288104 5,941 227,164 SH   SOLE   227,164 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 58,050 669,279 SH   SOLE   669,279 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 33,699 624,107 SH   SOLE   624,107 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 25,578 698,384 SH   SOLE   698,384 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 3,344 63,970 SH   SOLE   63,970 0 0
LINCOLN NATL CORP IND COM 534187109 3,886 57,500 SH   SOLE   57,500 0 0
LOCKHEED MARTIN CORP COM 539830109 14,475 52,126 SH   SOLE   52,126 0 0
LOWES COS INC COM 548661107 2,280 29,409 SH   SOLE   29,409 0 0
LUMENTUM HLDGS INC COM 55024U109 4,938 86,590 SH   SOLE   86,590 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 13,041 154,503 SH   SOLE   154,503 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 786 11,036 SH   SOLE   11,036 0 0
MASCO CORP COM 574599106 282 7,388 SH   SOLE   7,388 0 0
MASTERCARD INC COM 57636Q104 22,947 188,939 SH   SOLE   188,939 0 0
MATTEL INC COM 577081102 5,040 234,061 SH   SOLE   234,061 0 0
MCKESSON CORP COM 58155Q103 7,178 43,623 SH   SOLE   43,623 0 0
M D C HLDGS INC COM 552676108 8,418 238,225 SH   SOLE   238,225 0 0
MERCADOLIBRE INC COM 58733R102 1,303 5,192 SH   SOLE   5,192 0 0
MERCURY SYS INC COM 589378108 4,837 114,937 SH   SOLE   114,937 0 0
METLIFE INC COM 59156R108 35,282 642,133 SH   SOLE   642,133 0 0
MICRON TECHNOLOGY INC COM 595112103 37,632 1,260,068 SH   SOLE   1,260,068 0 0
MICROSOFT CORP COM NEW 594918104 60,070 871,476 SH   SOLE   871,476 0 0
MONDELEZ INTL INC CL A 609207105 3,456 80,000 SH   SOLE   80,000 0 0
MORGAN STANLEY COM NEW 617446448 8,041 180,515 SH   SOLE   180,515 0 0
MSCI INC COM 55354G100 17,752 172,397 SH   SOLE   172,397 0 0
MULESOFT INC CL A 625207105 3,660 146,959 SH   SOLE   146,959 0 0
MYLAN N V SHS EURO N59465109 2,329 60,000 SH   SOLE   60,000 0 0
NCR CORP NEW COM 62886E108 3,056 74,808 SH   SOLE   74,808 0 0
NETAPP INC COM 64110D104 8,370 208,900 SH   SOLE   208,900 0 0
NEW YORK TIMES CO CL A 650111107 2,194 124,288 SH   SOLE   124,288 0 0
NEWFIELD EXPL CO COM 651290108 1,432 50,325 SH   SOLE   50,325 0 0
NEXTERA ENERGY INC COM 65339F101 515 3,672 SH   SOLE   3,672 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 11,640 314,591 SH   SOLE   314,591 0 0
NORFOLK SOUTHERN CORP COM 655844108 175 1,435 SH   SOLE   1,435 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 15,134 869,039 SH   SOLE   869,039 0 0
NUTANIX INC CL A 67059N108 14,440 716,291 SH   SOLE   716,291 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 3,344 71,797 SH   SOLE   71,797 0 0
OASIS PETE INC NEW COM 674215108 938 116,561 SH   SOLE   116,561 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 7,001 2,740,000 SH   SOLE   2,740,000 0 0
ORACLE CORP COM 68389X105 30,657 611,383 SH   SOLE   611,383 0 0
OWENS CORNING NEW COM 690742101 7,909 118,200 SH   SOLE   118,200 0 0
PACKAGING CORP AMER COM 695156109 8,442 75,800 SH   SOLE   75,800 0 0
PAYPAL HLDGS INC COM 70450Y103 27,740 516,809 SH   SOLE   516,809 0 0
PEPSICO INC COM 713448108 465 4,024 SH   SOLE   4,024 0 0
PFIZER INC COM 717081103 42,056 1,251,844 SH   SOLE   1,251,844 0 0
PHILIP MORRIS INTL INC COM 718172109 29,105 247,778 SH   SOLE   247,778 0 0
PIONEER NAT RES CO COM 723787107 9,760 61,160 SH   SOLE   61,160 0 0
PNC FINL SVCS GROUP INC COM 693475105 7,129 57,100 SH   SOLE   57,100 0 0
POWER INTEGRATIONS INC COM 739276103 15,300 209,954 SH   SOLE   209,954 0 0
PREMIER INC COM 74051N102 10,888 302,507 SH   SOLE   302,507 0 0
PRICELINE GRP INC COM 741503403 14,178 7,579 SH   SOLE   7,579 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 14,293 223,100 SH   SOLE   223,100 0 0
PROLOGIS INC COM 74340W103 21,536 367,281 SH   SOLE   367,281 0 0
PRUDENTIAL FINL INC COM 744320102 6,867 63,500 SH   SOLE   63,500 0 0
PVH CORP COM 693656100 4,614 40,300 SH   SOLE   40,300 0 0
RAYTHEON CO COM NEW 755111507 11,934 73,898 SH   SOLE   73,898 0 0
RED ROCK RESORTS INC CL A 75700L108 7,113 302,232 SH   SOLE   302,232 0 0
REINSURANCE GROUP AMER INC COM 759351604 2,619 20,410 SH   SOLE   20,410 0 0
REXFORD INDL RLTY INC COM 76169C100 4,124 150,254 SH   SOLE   150,254 0 0
ROCKWELL AUTOMATION INC COM 773903109 10,847 66,977 SH   SOLE   66,977 0 0
ROCKWELL COLLINS INC COM 774341101 7,472 71,100 SH   SOLE   71,100 0 0
RPC INC COM 749660106 2,484 122,957 SH   SOLE   122,957 0 0
S&P GLOBAL INC COM 78409V104 18,124 124,152 SH   SOLE   124,152 0 0
SEALED AIR CORP NEW COM 81211K100 2,563 57,262 SH   SOLE   57,262 0 0
SL GREEN RLTY CORP COM 78440X101 8,166 77,198 SH   SOLE   77,198 0 0
SOUTHWEST AIRLS CO COM 844741108 8,333 134,093 SH   SOLE   134,093 0 0
SPIRIT AIRLS INC COM 848577102 26,439 511,936 SH   SOLE   511,936 0 0
STARBUCKS CORP COM 855244109 19,240 329,935 SH   SOLE   329,935 0 0
STATE STR CORP COM 857477103 2,345 26,128 SH   SOLE   26,128 0 0
SUMMIT MATLS INC CL A 86614U100 10,953 379,454 SH   SOLE   379,454 0 0
SUN CMNTYS INC COM 866674104 3,073 35,047 SH   SOLE   35,047 0 0
SVB FINL GROUP COM 78486Q101 2,848 16,203 SH   SOLE   16,203 0 0
SWIFT TRANSN CO CL A 87074U101 29,897 1,128,409 SH   SOLE   1,128,409 0 0
SYNAPTICS INC COM 87157D109 3,195 61,791 SH   SOLE   61,791 0 0
SYNCHRONY FINL COM 87165B103 64,719 2,169,972 SH   SOLE   2,169,972 0 0
SYNOVUS FINL CORP COM NEW 87161C501 6,266 141,693 SH   SOLE   141,693 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 32,016 436,273 SH   SOLE   436,273 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 7,649 318,500 SH   SOLE   318,500 0 0
TESORO CORP COM 881609101 350 3,741 SH   SOLE   3,741 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 16,385 93,898 SH   SOLE   93,898 0 0
THOR INDS INC COM 885160101 8,235 78,800 SH   SOLE   78,800 0 0
TIME INC NEW COM 887228104 6,681 465,015 SH   SOLE   465,015 0 0
TIME WARNER INC COM 887317303 34,599 344,601 SH   SOLE   344,601 0 0
T MOBILE US INC COM 872590104 20,146 332,393 SH   SOLE   332,393 0 0
TTM TECHNOLOGIES INC COM 87305R109 9,819 565,800 SH   SOLE   565,800 0 0
TUPPERWARE BRANDS CORP COM 899896104 9,966 141,900 SH   SOLE   141,900 0 0
TWO HBRS INVT CORP COM 90187B101 11,869 1,195,965 SH   SOLE   1,195,965 0 0
UNITED RENTALS INC COM 911363109 3,250 28,833 SH   SOLE   28,833 0 0
UNITEDHEALTH GROUP INC COM 91324P102 74,334 401,007 SH   SOLE   401,007 0 0
UNUM GROUP COM 91529Y106 6,855 147,000 SH   SOLE   147,000 0 0
US BANCORP DEL COM NEW 902973304 9,601 184,873 SH   SOLE   184,873 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 51,204 1,146,158 SH   SOLE   1,146,158 0 0
VERSUM MATLS INC COM 92532W103 6,027 185,473 SH   SOLE   185,473 0 0
VISA INC COM CL A 92826C839 20,021 213,454 SH   SOLE   213,454 0 0
VOYA FINL INC COM 929089100 2,519 68,299 SH   SOLE   68,299 0 0
DISNEY WALT CO COM DISNEY 254687106 12,631 118,895 SH   SOLE   118,895 0 0
WATERS CORP COM 941848103 14,206 77,285 SH   SOLE   77,285 0 0
WATSCO INC COM 942622200 8,673 56,259 SH   SOLE   56,259 0 0
WEC ENERGY GROUP INC COM 92939U106 15,427 251,359 SH   SOLE   251,359 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 7,486 41,700 SH   SOLE   41,700 0 0
WELLS FARGO CO NEW COM 949746101 38,648 697,319 SH   SOLE   697,319 0 0
WESTERN DIGITAL CORP COM 958102105 255,428 2,882,782 SH   SOLE   2,882,782 0 0
WESTERN UN CO COM 959802109 3,282 172,262 SH   SOLE   172,262 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 9,024 443,124 SH   SOLE   443,124 0 0
ZIONS BANCORPORATION COM 989701107 17,800 405,422 SH   SOLE   405,422 0 0
ZOETIS INC CL A 98978V103 48,343 774,795 SH   SOLE   774,795 0 0