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 28,045 2,004,645 SH   SOLE   1,865,146 0 139,499
NUANCE COMMUNICATIONS INC CS 67020Y100 25,237 997,311 SH   SOLE   934,012 0 63,299
LKQ CORP CS 501889208 22,178 846,477 SH   SOLE   758,235 0 88,242
BERRY GLOBAL GROUP INC COM CS 08579W103 29,153 657,791 SH   SOLE   611,933 0 45,858
CROWN HOLDINGS INC CS 228368106 28,261 433,910 SH   SOLE   391,002 0 42,908
MARTEN TRANS LTD CS 573075108 9,310 370,040 SH   SOLE   344,612 0 25,428
VERIZON COMMUNICATIONS CS 92343V104 19,027 345,125 SH   SOLE   306,927 0 38,198
PROGRESSIVE CORP OHIO CS 743315103 27,318 341,001 SH   SOLE   303,576 0 37,425
CLEAN HARBORS INC CS 184496107 19,496 325,050 SH   SOLE   296,940 0 28,110
MASCO CORP CS 574599106 14,516 289,099 SH   SOLE   257,436 0 31,663
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 10,400 249,340 SH   SOLE   229,113 0 20,227
NEXSTAR BROADCASTING GROUP I CS 65336K103 17,975 214,783 SH   SOLE   198,737 0 16,046
FISERV INC CS 337738108 19,750 202,316 SH   SOLE   180,954 0 21,362
DOLLAR GEN CORP NEW CS 256677105 35,701 187,397 SH   SOLE   168,325 0 19,072
WERNER ENTERPRISES INC CS 950755108 6,911 158,766 SH   SOLE   158,713 0 53
SKYLINE CORP CS 830830105 3,503 143,923 SH   SOLE   143,792 0 131
FEDEX CORP CS 31428X106 17,791 126,874 SH   SOLE   113,780 0 13,094
ENERGIZER HLDGS INC NEW CS 29272W109 3,967 83,528 SH   SOLE   83,451 0 77
RUSH ENTERPISES INC CS 781846209 3,300 79,585 SH   SOLE   79,511 0 74
DOMTAR CORP CS 257559203 1,648 78,062 SH   SOLE   77,990 0 72
MAXIMUS INC CS 577933104 5,366 76,161 SH   SOLE   76,121 0 40
COMPASS MINERALS INTL INC CS 20451N101 2,688 55,127 SH   SOLE   55,076 0 51
CASELLA WASTE SYS INC CS 147448104 2,267 43,500 SH   SOLE   43,460 0 40
BRINKS CO CS 109696104 1,586 34,859 SH   SOLE   34,826 0 33
PINNACLE FINL PARTNERS INC CS 72346Q104 1,286 30,615 SH   SOLE   30,586 0 29
STERICYCLE INC CS 858912108 1,444 25,803 SH   SOLE   25,780 0 23
KEMPER CORP DEL CS 488401100 1,862 25,672 SH   SOLE   25,648 0 24
GENERAC HLDGS INC CS 368736104 1,155 9,471 SH   SOLE   9,463 0 8