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
LKQ CORP COM NEW COMMON 501889208 31,665 1,116,525 SH   SOLE   1,116,525 0 0
WALGREENS BOOTS ALLIA COMMON 931427108 30,135 362,638 SH   SOLE   362,638 0 0
ADVANCE AUTO PARTS IN COMMON 00751Y106 29,268 154,422 SH   SOLE   154,422 0 0
FEDEX CORP COMMON 31428X106 26,407 183,406 SH   SOLE   183,406 0 0
DYCOM INDS INC COMMON 267475101 24,113 333,240 SH   SOLE   333,240 0 0
MOBILE MINI INC COMMON 60740F105 22,430 728,493 SH   SOLE   728,493 0 0
THE ADT CORPORATION C COMMON 00101J106 21,161 707,727 SH   SOLE   707,727 0 0
PACKAGING CORP AMER COMMON 695156109 17,811 296,063 SH   SOLE   296,063 0 0
CLEAN HBRS INC COMMON 184496107 17,151 390,059 SH   SOLE   390,059 0 0
WERNER ENTERPRISES IN COMMON 950755108 16,240 646,890 SH   SOLE   646,890 0 0
THOR INDS INC COMMON 885160101 15,917 307,285 SH   SOLE   307,285 0 0
SWIFT TRANSPORTATION CO COMMON 87074U101 10,774 717,304 SH   SOLE   717,304 0 0
MARTEN TRANS LTD COMMON 573075108 7,615 470,922 SH   SOLE   470,922 0 0
CENTERSTATE BANKS INC COMMON 15201P109 1,169 79,501 SH   SOLE   79,501 0 0
AUTOZONE INCORPORATED COMMON 053332102 869 1,200 SH   SOLE   1,200 0 0