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 45,360 259,232 SH   SOLE   259,232 0 0
SMITH (A.O.) CORP COM 831865209 1,645 30,850 SH   SOLE   30,850 0 0
BERRY GLOBAL GROUP COM 08579W103 166,867 3,097,589 SH   SOLE   3,097,589 0 0
BORGWARNER INC COM 099724106 98,564 2,566,101 SH   SOLE   2,566,101 0 0
CARMAX INC COM 143130102 45,443 651,050 SH   SOLE   651,050 0 0
COGENT COMMUNICATIONS HOLDINGS INC COM 19239V302 1,915 35,300 SH   SOLE   35,300 0 0
DESCARTES SYS GROUP INC COM 249906108 62 1,700 SH   SOLE   1,700 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 44,262 622,000 SH   SOLE   622,000 0 0
F5 NETWORKS INC COM 315616102 1,075 6,850 SH   SOLE   6,850 0 0
FASTENAL CORPORATION COM 311900104 22,737 353,550 SH   SOLE   353,550 0 0
FLOWSERVE COM 34354P105 291 6,450 SH   SOLE   6,450 0 0
GARDNER DENVER HOLDINGS INC COM 36555P107 74,872 2,097,850 SH   SOLE   2,097,850 0 0
GILDAN ACTIVEWEAR INC COM 375916103 96,637 2,686,608 SH   SOLE   2,686,608 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 1,840 42,450 SH   SOLE   42,450 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104 41,673 1,275,169 SH   SOLE   1,275,169 0 0
MAGNA INTERNATIONAL INC COM 559222401 63,846 1,311,275 SH   SOLE   1,311,275 0 0
MIDDLEBY CORP COM 596278101 123,365 948,740 SH   SOLE   948,740 0 0
NETSCOUT SYSTEMS INC COM 64115T104 32,032 1,141,145 SH   SOLE   1,141,145 0 0
OPEN TEXT CORP COM 683715106 99,469 2,588,316 SH   SOLE   2,588,316 0 0
POLARIS INDUSTRIES INC COM 731068102 1,798 21,300 SH   SOLE   21,300 0 0
PRA GROUP INC COM 69354N106 110,293 4,113,870 SH   SOLE   4,113,870 0 0
SERVICE CORP INTERNATIONAL COM 817565104 66,145 1,647,450 SH   SOLE   1,647,450 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 111,718 1,754,095 SH   SOLE   1,754,095 0 0
TJX COMPANIES INC COM 872540109 1,968 36,988 SH   SOLE   36,988 0 0
URBAN OUTFITTERS INC COM 917047102 2,325 78,450 SH   SOLE   78,450 0 0
WABCO HOLDINGS INC COM 92927K102 45,053 341,750 SH   SOLE   341,750 0 0