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
STONERIDGE INC COMMON 86183P102 12,317 696,251 SH   SOLE   542,388 0 153,863
LKQ CORP COM NEW COMMON 501889208 17,601 574,268 SH   SOLE   459,855 0 114,413
CENTERSTATE BANKS INC COMMON 15201P109 14,345 569,922 SH   SOLE   425,348 0 144,574
LKQ CORP COM NEW COMMON 501889208 16,195 528,380 SH   DFND   0 528,380 0
SWIFT TRANSPORTATION CO COMMON 87074U101 11,598 476,121 SH   SOLE   373,303 0 102,818
MOBILE MINI INC COMMON 60740F105 12,447 411,470 SH   SOLE   323,269 0 88,201
SWIFT TRANSPORTATION CO COMMON 87074U101 9,862 404,845 SH   DFND   0 404,845 0
MOBILE MINI INC COMMON 60740F105 10,537 348,331 SH   DFND   0 348,331 0
MARTEN TRANS LTD COMMON 573075108 4,762 204,379 SH   SOLE   165,110 0 39,269
CLEAN HBRS INC COMMON 184496107 10,457 187,902 SH   DFND   0 187,902 0
DOLLAR GENERAL COMMON 256677105 16,137 183,008 SH   DFND   0 183,008 0
WALGREENS BOOTS ALLIA COMMON 931427108 14,424 174,292 SH   DFND   0 174,292 0
THOR INDS INC COMMON 885160101 15,850 158,418 SH   SOLE   128,996 0 29,422
MARTEN TRANS LTD COMMON 573075108 3,613 155,073 SH   DFND   0 155,073 0
DYCOM INDS INC COMMON 267475101 12,324 153,441 SH   SOLE   124,408 0 29,033
THOR INDS INC COMMON 885160101 15,232 152,247 SH   DFND   0 152,247 0
ENVISION HEALTHCARE COMMON 29414D100 9,093 143,675 SH   SOLE   116,950 0 26,725
WERNER ENTERPRISES IN COMMON 950755108 3,859 143,186 SH   DFND   0 143,186 0
DYCOM INDS INC COMMON 267475101 11,281 140,497 SH   DFND   0 140,497 0
TREEHOUSE FOODS INC COMMON 89469A104 9,481 131,329 SH   DFND   0 131,329 0
ZOETIS COMMON 98978V103 5,619 104,965 SH   DFND   0 104,965 0
TREEHOUSE FOODS INC COMMON 89469A104 6,901 95,597 SH   SOLE   74,368 0 21,229
WALGREENS BOOTS ALLIA COMMON 931427108 7,578 91,569 SH   SOLE   91,569 0 0
DOLLAR GENERAL COMMON 256677105 6,465 87,220 SH   SOLE   87,220 0 0
PACKAGING CORP AMER COMMON 695156109 7,327 86,381 SH   SOLE   66,790 0 19,591
APPLE INCORPORATED COMMON 037833100 9,678 83,564 SH   DFND   0 83,564 0
ENVISION HEALTHCARE COMMON 29414D100 5,116 80,841 SH   DFND   0 80,841 0
FEDEX CORP COMMON 31428X106 14,534 78,054 SH   DFND   0 78,054 0
WERNER ENTERPRISES IN COMMON 950755108 1,886 69,980 SH   SOLE   41,615 0 28,365
CLEAN HBRS INC COMMON 184496107 3,741 67,220 SH   SOLE   39,725 0 27,495
PACKAGING CORP AMER COMMON 695156109 5,460 64,373 SH   DFND   0 64,373 0
STERIS COMMON 859152100 4,246 63,001 SH   SOLE   37,049 0 25,952
ZOETIS COMMON 98978V103 3,290 61,465 SH   SOLE   61,465 0 0
APPLE INCORPORATED COMMON 037833100 5,610 48,435 SH   SOLE   48,435 0 0
FEDEX CORP COMMON 31428X106 8,639 46,394 SH   SOLE   46,394 0 0
AUTOZONE INCORPORATED COMMON 053332102 2,989 3,784 SH   SOLE   3,784 0 0