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
ALLY FINL INC COM 02005N100 14,575 408,727 SH   SOLE   364,851 0 43,876
AMAZON COM INC COM 023135106 11,894 3,652 SH   SOLE   3,418 0 234
AMERICAN TOWER CORP NEW COM 03027X100 25,378 113,063 SH   SOLE   101,880 0 11,183
AMN HEALTHCARE SVCS INC COM 001744101 7,077 103,687 SH   SOLE   92,427 0 11,260
APA CORPORATION COM 03743Q108 7,067 498,058 SH   SOLE   444,760 0 53,298
AT&T INC COM 00206R102 17,350 603,267 SH   SOLE   539,310 0 63,957
BARRICK GOLD CORP COM 067901108 6,933 304,325 SH   SOLE   271,757 0 32,568
CAPITAL ONE FINL CORP COM 14040H105 14,331 144,976 SH   SOLE   129,456 0 15,520
CINEMARK HLDGS INC COM 17243V102 7,605 436,846 SH   SOLE   390,438 0 46,408
COTY INC COM CL A 222070203 21,712 3,092,811 SH   SOLE   2,761,757 0 331,054
DISH NETWORK CORPORATION CL A 25470M109 17,185 531,390 SH   SOLE   474,925 0 56,465
ELANCO ANIMAL HEALTH INC COM 28414H103 14,246 464,487 SH   SOLE   414,912 0 49,575
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 14,187 362,927 SH   SOLE   324,036 0 38,891
HANESBRANDS INC COM 410345102 7,090 486,278 SH   SOLE   434,357 0 51,921
JACK IN THE BOX INC COM 466367109 7,177 77,334 SH   SOLE   68,989 0 8,345
KIMCO RLTY CORP COM 49446R109 8,891 592,349 SH   SOLE   529,260 0 63,089
LENDINGTREE INC NEW COM 52603B107 14,232 51,980 SH   SOLE   46,404 0 5,576
MICROSOFT CORP COM 594918104 11,976 53,843 SH   SOLE   50,394 0 3,449
MOHAWK INDS INC COM 608190104 12,720 90,248 SH   SOLE   80,664 0 9,584
NIELSEN HLDGS PLC SHS EUR G6518L108 10,217 489,544 SH   SOLE   436,953 0 52,591
OLD REP INTL CORP COM 680223104 12,926 655,799 SH   SOLE   584,300 0 71,499
PARK HOTELS & RESORTS INC COM 700517105 12,681 739,405 SH   SOLE   660,908 0 78,497
PINTEREST INC CL A 72352L106 17,178 260,668 SH   SOLE   233,025 0 27,643
RED ROCK RESORTS INC CL A 75700L108 9,278 370,510 SH   SOLE   330,713 0 39,797
REGENCY CTRS CORP COM 758849103 7,169 157,240 SH   SOLE   140,448 0 16,792
SABRE CORP COM 78573M104 8,442 702,364 SH   SOLE   627,768 0 74,596
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 7,700 144,625 SH   SOLE   129,273 0 15,352
SALESFORCE COM INC COM 79466L302 22,328 100,336 SH   SOLE   92,120 0 8,216
SBA COMMUNICATIONS CORP NEW CL A 78410G104 25,340 89,815 SH   SOLE   80,962 0 8,853
SIGNET JEWELERS LIMITED SHS G81276100 7,056 258,752 SH   SOLE   230,874 0 27,878
SKYWEST INC COM 830879102 6,304 156,392 SH   SOLE   139,344 0 17,048
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 20,746 99,840 SH   SOLE   89,203 0 10,637
TTM TECHNOLOGIES INC COM 87305R109 1,084 78,589 SH   SOLE   70,224 0 8,365
ULTA BEAUTY INC COM 90384S303 23,559 82,041 SH   SOLE   73,288 0 8,753
VIATRIS INC COM 92556V106 22,510 1,201,188 SH   SOLE   1,072,639 0 128,549
VONAGE HLDGS CORP COM 92886T201 8,396 652,106 SH   SOLE   581,574 0 70,532
WELBILT INC COM 949090104 7,767 588,395 SH   SOLE   525,574 0 62,821
WYNN RESORTS LTD COM 983134107 15,549 137,812 SH   SOLE   123,082 0 14,730
XCEL ENERGY INC COM 98389B100 2,168 32,516 SH   SOLE   29,043 0 3,473