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
ALLIANCE DATA SYSTEMS CORP COM 018581108 37,227 248,050 SH   SOLE   248,050 0 0
SMITH (A.O.) CORP COM 831865209 1,981 46,400 SH   SOLE   46,400 0 0
BERRY GLOBAL GROUP COM 08579W103 158,291 3,330,339 SH   SOLE   3,330,339 0 0
BORGWARNER INC COM 099724106 92,302 2,656,950 SH   SOLE   2,656,950 0 0
CARMAX INC COM 143130102 42,682 680,413 SH   SOLE   680,413 0 0
CERNER CORP COM 156782104 1,007 19,200 SH   SOLE   19,200 0 0
COGENT COMMUNICATIONS HOLDINGS INC COM 19239V302 1,750 38,700 SH   SOLE   38,700 0 0
DESCARTES SYS GROUP INC COM 249906108 45 1,700 SH   SOLE   1,700 0 0
F5 NETWORKS INC COM 315616102 535 3,300 SH   SOLE   3,300 0 0
FASTENAL CORPORATION COM 311900104 25,687 491,250 SH   SOLE   491,250 0 0
FLOWSERVE COM 34354P105 63 1,650 SH   SOLE   1,650 0 0
GILDAN ACTIVEWEAR INC COM 375916103 102,115 3,363,458 SH   SOLE   3,363,458 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 1,852 49,350 SH   SOLE   49,350 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104 43,008 1,715,519 SH   SOLE   1,715,519 0 0
MAGNA INTERNATIONAL INC COM 559222401 60,109 1,322,525 SH   SOLE   1,322,525 0 0
MANHATTAN ASSOCIATES INC COM 562750109 148 3,500 SH   SOLE   3,500 0 0
MIDDLEBY CORP COM 596278101 107,047 1,042,021 SH   SOLE   1,042,021 0 0
NETSCOUT SYSTEMS INC COM 64115T104 46,578 1,971,146 SH   SOLE   1,971,146 0 0
OPEN TEXT CORP COM 683715106 90,412 2,773,366 SH   SOLE   2,773,366 0 0
POLARIS INDUSTRIES INC COM 731068102 1,595 20,800 SH   SOLE   20,800 0 0
PRA GROUP INC COM 69354N106 97,325 3,993,620 SH   SOLE   3,993,620 0 0
SERVICE CORP INTERNATIONAL COM 817565104 62,455 1,551,300 SH   SOLE   1,551,300 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 89,018 1,973,345 SH   SOLE   1,973,345 0 0
TJX COMPANIES INC COM 872540109 27,804 621,462 SH   SOLE   621,462 0 0
TRACTOR SUPPLY CO COM 892356106 118 1,416 SH   SOLE   1,416 0 0
WABCO HOLDINGS INC COM 92927K102 47,428 441,850 SH   SOLE   441,850 0 0