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
APACHE CORP COM 037411105 7,628 298,101 SH   SOLE   268,134 0 29,967
BIG LOTS INC COM 089302103 1,807 62,914 SH   SOLE   57,169 0 5,745
CARS COM INC COM 14575E105 7,505 614,167 SH   SOLE   558,081 0 56,086
CHICOS FAS INC COM 168615102 3,405 893,576 SH   SOLE   811,944 0 81,632
CHILDRENS PL INC COM 168905107 12,248 195,899 SH   SOLE   176,326 0 19,573
CIT GROUP INC COM NEW 125581801 27,933 612,154 SH   SOLE   553,074 0 59,080
COTT CORP QUE COM 22163N106 6,868 502,036 SH   SOLE   450,857 0 51,179
DISH NETWORK CORP CL A 25470M109 25,260 712,158 SH   SOLE   635,049 0 77,109
FREEPORT-MCMORAN INC CL B 35671D857 10,728 817,716 SH   SOLE   734,127 0 83,589
GRAPHIC PACKAGING HLDG CO COM 388689101 35,912 2,156,900 SH   SOLE   1,939,167 0 217,733
HERSHA HOSPITALITY TR PR SHS BEN INT 427825500 1,952 134,163 SH   SOLE   122,411 0 11,752
INTELSAT S A COM L5140P101 1,983 282,036 SH   SOLE   256,267 0 25,769
L BRANDS INC COM 501797104 31,949 1,763,204 SH   SOLE   1,578,765 0 184,439
MACK CALI RLTY CORP COM 554489104 703 30,376 SH   SOLE   27,278 0 3,098
MYLAN N V SHS EURO N59465109 13,545 673,856 SH   SOLE   605,183 0 68,673
MYRIAD GENETICS INC COM 62855J104 2,406 88,355 SH   SOLE   79,796 0 8,559
NEW RELIC INC COM 64829B100 30,124 458,431 SH   SOLE   412,189 0 46,242
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 7,713 132,053 SH   SOLE   120,128 0 11,925
O-I GLASS INC COM 67098H104 8,067 676,226 SH   SOLE   607,085 0 69,141
OUTFRONT MEDIA INC COM 69007J106 17,414 649,276 SH   SOLE   583,186 0 66,090
POLYONE CORP COM 73179P106 1,334 36,248 SH   SOLE   32,553 0 3,695
RLJ LODGING TR COM 74965L101 11,207 632,451 SH   SOLE   572,929 0 59,522
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 23,224 189,691 SH   SOLE   170,107 0 19,584
TCF FINANCIAL CORPORATION NE COM 872307103 8,618 184,148 SH   SOLE   168,335 0 15,813
TENABLE HLDGS INC COM 88025T102 8,214 342,819 SH   SOLE   309,795 0 33,024
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 18,383 323,816 SH   SOLE   291,275 0 32,541
UGI CORP NEW COM 902681105 19,661 435,373 SH   SOLE   390,710 0 44,663
URBAN OUTFITTERS INC COM 917047102 2,249 81,000 SH   SOLE   72,965 0 8,035
VERRA MOBILITY CORP COM 92511U102 2,749 196,510 SH   SOLE   177,266 0 19,244
VONAGE HLDGS CORP COM 92886T201 4,412 595,350 SH   SOLE   538,508 0 56,842
WRIGHT MED GROUP N V ORD SHS N96617118 33,805 1,109,086 SH   SOLE   996,341 0 112,745
WYNN RESORTS LTD COM 983134107 8,154 58,714 SH   SOLE   53,133 0 5,581