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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERICAN HOMES 4 RENT CS 02665T306   9,386,191 264,773 SH   SOLE   264,773 0 0
AUTOZONE INC CS 053332102   19,511,490 7,825 SH   SOLE   7,825 0 0
AXALTA COATING SYS LTD CS G0750C108   5,383,826 164,091 SH   SOLE   164,091 0 0
BERRY GLOBAL GROUP INC COM CS 08579W103   55,219,564 858,246 SH   SOLE   858,246 0 0
CASELLA WASTE SYS INC CS 147448104   5,432,879 60,065 SH   SOLE   60,065 0 0
CLEAN HARBORS INC CS 184496107   57,901,464 352,134 SH   SOLE   352,134 0 0
CONSTRUCTION PARTNERS INC COM CS 21044C107   3,094,395 98,579 SH   SOLE   98,579 0 0
CROWN HOLDINGS INC CS 228368106   12,359,879 142,280 SH   SOLE   142,280 0 0
DOLLAR GEN CORP NEW CS 256677105   8,247,396 48,577 SH   SOLE   48,577 0 0
EAGLE MATERIALS INC CS 26969P108   7,257,517 38,931 SH   SOLE   38,931 0 0
FB FINL CORP CS 30257X104   2,911,450 103,795 SH   SOLE   103,795 0 0
FEDERAL SIGNAL CORP CS 313855108   4,483,701 70,025 SH   SOLE   70,025 0 0
FEDEX CORP CS 31428X106   24,338,372 98,178 SH   SOLE   98,178 0 0
GRAPHIC PACKAGING HLDG CO CS 388689101   39,533,924 1,645,190 SH   SOLE   1,645,190 0 0
HUNT J B TRANS SVCS INC CS 445658107   4,988,642 27,557 SH   SOLE   27,557 0 0
ICF INTL INC CS 44925C103   3,338,752 26,841 SH   SOLE   26,841 0 0
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104   23,165,603 416,947 SH   SOLE   416,947 0 0
LKQ CORP CS 501889208   39,827,669 683,502 SH   SOLE   683,502 0 0
MARTEN TRANS LTD CS 573075108   1,791,380 83,320 SH   SOLE   83,320 0 0
MASCO CORP CS 574599106   13,930,409 242,775 SH   SOLE   242,775 0 0
NORTHERN OIL AND GAS INC MN CO CS 665531307   12,157,002 354,225 SH   SOLE   354,225 0 0
PGT INNOVATIONS INC COM CS 69336V101   7,957,484 272,984 SH   SOLE   272,984 0 0
PINNACLE FINL PARTNERS INC CS 72346Q104   16,582,651 292,721 SH   SOLE   292,721 0 0
PIONEER NAT RES CO CS 723787107   18,322,955 88,440 SH   SOLE   88,440 0 0
PPG INDS INC CS 693506107   12,583,403 84,851 SH   SOLE   84,851 0 0
PROGRESSIVE CORP OHIO CS 743315103   18,325,158 138,439 SH   SOLE   138,439 0 0
RB GLOBAL INC COM NPV CS 74935Q107   12,870,350 214,506 SH   SOLE   214,506 0 0
RUSH ENTERPISES INC CS 781846209   12,627,421 207,893 SH   SOLE   207,893 0 0
SKYLINE CORP CS 830830105   3,690,006 56,379 SH   SOLE   56,379 0 0
SPDR SER TR SPDR BLOOMBERG ETF 78468R663   26,831,159 292,215 SH   SOLE   292,215 0 0
STERICYCLE INC CS 858912108   1,760,215 37,903 SH   SOLE   37,903 0 0
STONEX GROUP INC COM CS 861896108   3,531,980 42,513 SH   SOLE   42,513 0 0
UBER TECHNOLOGIES INC COM CS 90353T100   6,570,819 152,208 SH   SOLE   152,208 0 0