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 29,735 1,785,923 SH   SOLE   1,655,891 0 130,032
NUANCE COMMUNICATIONS INC CS 67020Y100 20,095 1,127,053 SH   SOLE   1,041,521 0 85,532
LKQ CORP CS 501889208 36,498 1,022,365 SH   SOLE   939,933 0 82,432
SKYLINE CORP CS 830830105 20,756 654,773 SH   SOLE   624,243 0 30,530
CROWN HOLDINGS INC CS 228368106 32,650 450,103 SH   SOLE   408,554 0 41,549
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 15,634 436,205 SH   SOLE   408,498 0 27,707
MARTEN TRANS LTD CS 573075108 8,688 404,304 SH   SOLE   376,477 0 27,827
INTL PAPER CO CS 460146103 17,097 371,267 SH   SOLE   340,311 0 30,956
EVERI HLDGS INC CS 30034T103 4,853 361,380 SH   SOLE   361,380 0 0
PINNACLE FINL PARTNERS INC CS 72346Q104 22,807 356,349 SH   SOLE   327,611 0 28,738
PROGRESSIVE CORP OHIO CS 743315103 25,076 346,399 SH   SOLE   311,380 0 35,019
AXALTA COATING SYS LTD CS G0750C108 9,092 299,068 SH   SOLE   299,068 0 0
NEXSTAR BROADCASTING GROUP I CS 65336K103 33,201 283,162 SH   SOLE   261,832 0 21,330
FIRST AMERN FINL CORP CS 31847R102 15,282 262,023 SH   SOLE   238,653 0 23,370
MASCO CORP CS 574599106 11,712 244,057 SH   SOLE   221,663 0 22,394
FISERV INC CS 337738108 22,579 195,270 SH   SOLE   176,992 0 18,278
DOLLAR GEN CORP NEW CS 256677105 29,773 190,877 SH   SOLE   173,041 0 17,836
CLEAN HARBORS INC CS 184496107 16,185 188,751 SH   SOLE   177,254 0 11,497
DYCOM INDS INC CS 267475101 6,024 127,762 SH   SOLE   127,762 0 0
FEDEX CORP CS 31428X106 14,063 93,003 SH   SOLE   83,957 0 9,046
CENTERSTATE BKS FLA INC CS 15201P109 1,892 75,749 SH   SOLE   75,749 0 0
KEMPER CORP DEL CS 488401100 4,174 53,864 SH   SOLE   53,864 0 0
RUSH ENTERPISES INC CS 781846209 2,451 52,711 SH   SOLE   52,711 0 0
WERNER ENTERPRISES INC CS 950755108 1,293 35,522 SH   SOLE   35,522 0 0
BRINKS CO CS 109696104 3,032 33,433 SH   SOLE   33,433 0 0
GENERAC HLDGS INC CS 368736104 895 8,893 SH   SOLE   8,893 0 0