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 43,487 310,332 SH   SOLE   310,332 0 0
SMITH (A.O.) CORP COM 831865209 2,040 43,250 SH   SOLE   43,250 0 0
BERRY GLOBAL GROUP COM 08579W103 204,425 3,887,149 SH   SOLE   3,887,149 0 0
BORGWARNER INC COM 099724106 96,993 2,310,451 SH   SOLE   2,310,451 0 0
CARMAX INC COM 143130102 41,479 477,700 SH   SOLE   477,700 0 0
COGENT COMMUNICATIONS HOLDINGS INC COM 19239V302 1,359 22,900 SH   SOLE   22,900 0 0
DESCARTES SYS GROUP INC COM 249906108 70 1,900 SH   SOLE   1,900 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 45,957 592,300 SH   SOLE   592,300 0 0
F5 NETWORKS INC COM 315616102 2,112 14,500 SH   SOLE   14,500 0 0
FASTENAL CORPORATION COM 311900104 960 29,450 SH   SOLE   29,450 0 0
FLOWSERVE COM 34354P105 340 6,450 SH   SOLE   6,450 0 0
GARDNER DENVER HOLDINGS INC COM 36555P107 73,387 1,953,350 SH   SOLE   1,953,350 0 0
GILDAN ACTIVEWEAR INC COM 375916103 88,299 2,282,802 SH   SOLE   2,282,802 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 1,837 45,600 SH   SOLE   45,600 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104 45,461 1,384,319 SH   SOLE   1,384,319 0 0
MAGNA INTERNATIONAL INC COM 559222401 72,239 1,453,500 SH   SOLE   1,453,500 0 0
MIDDLEBY CORP COM 596278101 120,290 886,440 SH   SOLE   886,440 0 0
NETSCOUT SYSTEMS INC COM 64115T104 13,864 546,057 SH   SOLE   546,057 0 0
OPEN TEXT CORP COM 683715106 100,778 2,446,066 SH   SOLE   2,446,066 0 0
POLARIS INDUSTRIES INC COM 731068102 2,212 24,250 SH   SOLE   24,250 0 0
PRA GROUP INC COM 69354N106 114,661 4,074,670 SH   SOLE   4,074,670 0 0
SERVICE CORP INTERNATIONAL COM 817565104 69,592 1,487,650 SH   SOLE   1,487,650 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 106,889 1,855,395 SH   SOLE   1,855,395 0 0
TJX COMPANIES INC COM 872540109 1,956 36,988 SH   SOLE   36,988 0 0
URBAN OUTFITTERS INC COM 917047102 62,855 2,762,850 SH   SOLE   2,762,850 0 0
WABCO HOLDINGS INC COM 92927K102 16,807 126,750 SH   SOLE   126,750 0 0