Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	LIBERTY MEDIA CORP DELAWARE	113,359	$5.107M	4.8%	$40.32	—	COM A SIRIUSXM	531229409
CCK	CROWN HOLDINGS INC	89,311	$3.998M	3.8%	$55.44	-19.7%	COM	228368106
QCOM	QUALCOMM INC	68,573	$3.848M	3.6%	$45.91	0.0%	COM	747525103
BYD	BOYD GAMING CORP	100,171	$3.472M	3.3%	$28.48	+16.5%	COM	103304101
TSLA	TESLA INC	9,166	$3.143M	3.0%	$21.12	-3.8%	COM	88160R101
—	KANSAS CITY SOUTHERN	25,474	$2.699M	2.5%	$105.22	—	COM NEW	485170302
IP	INTL PAPER CO	50,896	$2.651M	2.5%	$39.21	-7.3%	COM	460146103
SALTUSD	SCORPIO BULKERS INC	369,804	$2.626M	2.5%	$7.10	—	COM	Y7546A122
CSX	CSX CORP	40,963	$2.613M	2.5%	$18.59	0.0%	COM	126408103
CAKE	CHEESECAKE FACTORY INC	47,286	$2.604M	2.4%	$38.14	+17.9%	COM	163072101
EAT	BRINKER INTL INC	53,514	$2.547M	2.4%	$31.70	+30.4%	COM	109641100
BIIB	BIOGEN INC	8,564	$2.486M	2.3%	$281.15	0.0%	COM	09062X103
BRSL	INTERNATIONAL GAME TECHNOLOG	105,930	$2.462M	2.3%	$16.72	0.0%	SHS USD	G4863A108
MRK	MERCK & CO INC	40,530	$2.46M	2.3%	$43.03	+3.5%	COM	58933Y105
AXTA	AXALTA COATING SYS LTD	81,028	$2.456M	2.3%	$31.36	0.0%	COM	G0750C108
—	XEROX CORP	99,962	$2.399M	2.3%	$24.00	—	COM NEW	984121608
—	LIONS GATE ENTMNT CORP	95,142	$2.361M	2.2%	$28.51	—	CL A VTG	535919401
—	JUNIPER NETWORKS INC	85,010	$2.331M	2.2%	$27.42	—	COM	48203R104
JACK	JACK IN THE BOX INC	25,815	$2.197M	2.1%	$96.55	-10.6%	COM	466367109
JELD	JELD-WEN HLDG INC	71,292	$2.038M	1.9%	$36.93	-21.5%	COM	47580P103
—	AERIE PHARMACEUTICALS INC	29,629	$2.001M	1.9%	$57.41	—	COM	00771V108
BSX	BOSTON SCIENTIFIC CORP	59,402	$1.942M	1.8%	$27.45	+9.9%	COM	101137107
WEN	WENDYS CO	111,931	$1.923M	1.8%	$15.71	+8.3%	COM	95058W100
ABT	ABBOTT LABS	31,415	$1.916M	1.8%	$48.69	+9.2%	COM	002824100
HBAN	HUNTINGTON BANCSHARES INC	124,651	$1.84M	1.7%	$9.77	+8.6%	COM	446150104
TKR	TIMKEN CO	42,152	$1.836M	1.7%	$46.64	0.0%	COM	887389104
—	TRINSEO S A	25,819	$1.832M	1.7%	$72.67	—	SHS	L9340P101
—	PIONEER NAT RES CO	8,888	$1.682M	1.6%	$172.38	—	COM	723787107
GM	GENERAL MTRS CO	40,311	$1.588M	1.5%	$35.51	-1.3%	COM	37045V100
XPO	XPO LOGISTICS INC	15,828	$1.586M	1.5%	$25.57	+41.9%	COM	983793100
PKG	PACKAGING CORP AMER	14,096	$1.576M	1.5%	$90.90	+1.8%	COM	695156109
—	ELDORADO RESORTS INC	39,289	$1.536M	1.4%	$23.92	—	COM	28470R102
—	BB&T CORP	28,848	$1.455M	1.4%	$49.72	—	COM	054937107
—	ALEXION PHARMACEUTICALS INC	11,669	$1.449M	1.4%	$119.59	—	COM	015351109
OPTU	ALTICE USA INC	84,553	$1.442M	1.4%	$18.46	0.0%	CL A	02156K103
CCL	CARNIVAL CORP	24,267	$1.391M	1.3%	$60.75	-3.0%	UNIT 99/99/9999	143658300
PRU	PRUDENTIAL FINL INC	14,050	$1.314M	1.2%	$69.70	0.0%	COM	744320102
LNC	LINCOLN NATL CORP IND	20,540	$1.279M	1.2%	$49.05	0.0%	COM	534187109
BMY	BRISTOL MYERS SQUIBB CO	23,079	$1.277M	1.2%	$46.46	-12.5%	COM	110122108
—	FLOTEK INDS INC DEL	326,232	$1.054M	1.0%	$3.23	—	COM	343389102
LEN	LENNAR CORP	19,872	$1.043M	1.0%	$52.05	-7.8%	CL A	526057104
PZZA	PAPA JOHNS INTL INC	20,209	$1.025M	1.0%	$47.50	-1.6%	COM	698813102
TDG	TRANSDIGM GROUP INC	2,966	$1.024M	1.0%	$243.87	0.0%	COM	893641100
HAS	HASBRO INC	10,487	$968K	0.9%	$68.52	-2.6%	COM	418056107
—	CELGENE CORP	10,953	$870K	0.8%	$89.20	—	COM	151020104
—	REXNORD CORP NEW	28,193	$819K	0.8%	$28.34	—	COM	76169B102
—	HOSTESS BRANDS INC	56,343	$766K	0.7%	$11.20	—	CL A	44109J106
PRKS	SEAWORLD ENTMT INC	33,497	$731K	0.7%	$16.08	+10.3%	COM	81282V100
ISRG	INTUITIVE SURGICAL INC	1,486	$711K	0.7%	$137.93	+10.6%	COM NEW	46120E602
GME	GAMESTOP CORP NEW	48,122	$701K	0.7%	$3.09	0.0%	CL A	36467W109
CHDN	CHURCHILL DOWNS INC	2,211	$656K	0.6%	$45.38	0.0%	COM	171484108
—	DISCOVER FINL SVCS	9,145	$644K	0.6%	$70.42	—	COM	254709108
—	INTERNAP CORP	61,452	$640K	0.6%	$14.71	—	COM PAR	45885A409
RH	RH	4,376	$611K	0.6%	$89.83	+20.6%	COM	74967X103
T	AT&T INC	17,916	$575K	0.5%	$14.53	0.0%	COM	00206R102
MDB	MONGODB INC	11,558	$574K	0.5%	$44.87	0.0%	CL A	60937P106
LEN/B	LENNAR CORP	11,407	$487K	0.5%	$42.64	-12.7%	CL B	526057302
—	DOWDUPONT INC	7,083	$467K	0.4%	$65.93	—	COM	26078J100
—	NEVRO CORP	5,674	$453K	0.4%	$69.06	—	COM	64157F103
TER	TERADYNE INC	11,031	$420K	0.4%	$37.48	0.0%	COM	880770102
—	CYPRESS SEMICONDUCTOR CORP	25,947	$404K	0.4%	$16.95	—	COM	232806109
CNP	CENTERPOINT ENERGY INC	12,896	$357K	0.3%	$20.88	0.0%	COM	15189T107
—	GENERAL ELECTRIC CO	25,412	$346K	0.3%	$13.62	—	COM	369604103
—	INTERSECT ENT INC	8,964	$336K	0.3%	$36.54	—	COM	46071F103
EXPE	EXPEDIA GROUP INC	2,645	$318K	0.3%	$112.10	0.0%	COM NEW	30212P303
LBRDA	LIBERTY BROADBAND CORP	3,997	$302K	0.3%	$70.57	0.0%	COM SER A	530307107
—	GCI LIBERTY INC	6,584	$297K	0.3%	$52.86	—	COM CLASS A	36164V305
VMC	VULCAN MATLS CO	2,295	$296K	0.3%	$115.27	0.0%	COM	929160109
—	CEDAR FAIR L P	4,459	$281K	0.3%	$63.02	—	DEPOSITRY UNIT	150185106
SJM	SMUCKER J M CO	2,472	$266K	0.3%	$87.84	0.0%	COM NEW	832696405
—	HTG MOLECULAR DIAGNOSTICS IN	60,752	$198K	0.2%	$3.26	—	COM	40434H104
LOCO	EL POLLO LOCO HLDGS INC	11,691	$133K	0.1%	$10.41	0.0%	COM	268603107
—	COMPUTER TASK GROUP INC	14,321	$111K	0.1%	$7.75	—	COM	205477102
—	SPIRIT RLTY CAP INC NEW	10,224	$82,000	0.1%	$8.02	—	COM	84860W102