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
GRAPHIC PACKAGING HLDG CO CS 388689101 19,395 1,535,660 SH   SOLE   1,535,660 0 0
NUANCE COMMUNICATIONS INC CS 67020Y100 19,364 1,143,750 SH   SOLE   1,143,750 0 0
LKQ CORP CS 501889208 32,157 1,133,095 SH   SOLE   1,133,095 0 0
HANESBRANDS INC CS 410345102 16,603 928,580 SH   SOLE   928,580 0 0
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 28,878 883,657 SH   SOLE   883,657 0 0
FIRST DATA CORP NEW CS 32008D106 17,706 674,016 SH   SOLE   674,016 0 0
INTL PAPER CO CS 460146103 25,611 553,528 SH   SOLE   553,528 0 0
MARTEN TRANS LTD CS 573075108 7,420 416,135 SH   SOLE   416,135 0 0
PINNACLE FINL PARTNERS INC CS 72346Q104 21,563 394,205 SH   SOLE   394,205 0 0
BEACON ROOFING SUPPLY INC CS 073685109 12,477 387,973 SH   SOLE   387,973 0 0
PROGRESSIVE CORP OHIO CS 743315103 27,824 385,967 SH   SOLE   385,967 0 0
CENTERSTATE BKS FLA INC CS 15201P109 7,435 312,246 SH   SOLE   312,246 0 0
FIRST AMERN FINL CORP CS 31847R102 11,452 222,364 SH   SOLE   222,364 0 0
WERNER ENTERPRISES INC CS 950755108 7,359 215,500 SH   SOLE   215,500 0 0
DOLLAR GEN CORP NEW CS 256677105 28,043 235,061 SH   SOLE   235,061 0 0
SKYLINE CORP CS 830830105 2,300 121,074 SH   SOLE   121,074 0 0
CLEAN HARBORS INC CS 184496107 10,085 140,994 SH   SOLE   140,994 0 0
CROWN HOLDINGS INC CS 228368106 7,539 138,158 SH   SOLE   138,158 0 0
PLANTRONICS INC NEW CS 727493108 5,303 115,006 SH   SOLE   115,006 0 0
FEDEX CORP CS 31428X106 23,804 131,220 SH   SOLE   131,220 0 0
AVNET INC CS 053807103 3,324 76,637 SH   SOLE   76,637 0 0
KEMPER CORP DEL CS 488401100 4,033 52,968 SH   SOLE   52,968 0 0
GENESEE AND WYO INC CS 371559105 3,053 35,037 SH   SOLE   35,037 0 0
RUSH ENTERPISES INC CS 781846209 1,482 35,446 SH   SOLE   35,446 0 0
NEXSTAR BROADCASTING GROUP I CS 65336K103 1,632 15,061 SH   SOLE   15,061 0 0
GRAPHIC PACKAGING HLDG CO CS 388689101 2,546 201,549 SH   OTR   0 0 201,549
NUANCE COMMUNICATIONS INC CS 67020Y100 2,449 144,670 SH   OTR   0 0 144,670
LKQ CORP CS 501889208 2,893 101,922 SH   OTR   0 0 101,922
HANESBRANDS INC CS 410345102 1,797 100,519 SH   OTR   0 0 100,519
SKYLINE CORP CS 830830105 1,270 66,817 SH   OTR   0 0 66,817
KNIGHT SWIFT TRANSN HLDGS INC CL A CS 499049104 2,002 61,275 SH   OTR   0 0 61,275
BEACON ROOFING SUPPLY INC CS 073685109 1,548 48,132 SH   OTR   0 0 48,132
PINNACLE FINL PARTNERS INC CS 72346Q104 2,523 46,130 SH   OTR   0 0 46,130
MARTEN TRANS LTD CS 573075108 789 44,246 SH   OTR   0 0 44,246
AVNET INC CS 053807103 1,841 42,460 SH   OTR   0 0 42,460
CENTERSTATE BKS FLA INC CS 15201P109 969 40,717 SH   OTR   0 0 40,717
CLEAN HARBORS INC CS 184496107 2,298 32,129 SH   OTR   0 0 32,129
FIRST AMERN FINL CORP CS 31847R102 1,515 29,409 SH   OTR   0 0 29,409
KEMPER CORP DEL CS 488401100 2,234 29,346 SH   OTR   0 0 29,346
WERNER ENTERPRISES INC CS 950755108 681 19,935 SH   OTR   0 0 19,935
GENESEE AND WYO INC CS 371559105 1,734 19,900 SH   OTR   0 0 19,900
RUSH ENTERPISES INC CS 781846209 792 18,942 SH   OTR   0 0 18,942
PLANTRONICS INC NEW CS 727493108 823 17,852 SH   OTR   0 0 17,852
NEXSTAR BROADCASTING GROUP I CS 65336K103 890 8,215 SH   OTR   0 0 8,215