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 29,145 1,720,523 SH   SOLE   1,575,950 0 144,573
LKQ CORP CS 501889208 31,715 899,970 SH   SOLE   808,564 0 91,406
NUANCE COMMUNICATIONS INC CS 67020Y100 34,162 774,819 SH   SOLE   709,407 0 65,412
BERRY GLOBAL GROUP INC COM CS 08579W103 39,299 699,392 SH   SOLE   643,926 0 55,466
MARTEN TRANS LTD CS 573075108 8,835 512,748 SH   SOLE   473,249 0 39,499
CLEAN HARBORS INC CS 184496107 34,631 455,076 SH   SOLE   413,649 0 41,427
CROWN HOLDINGS INC CS 228368106 42,894 428,082 SH   SOLE   383,692 0 44,390
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 17,188 410,990 SH   SOLE   370,459 0 40,531
VERIZON COMMUNICATIONS CS 92343V104 19,265 327,913 SH   SOLE   288,410 0 39,503
PROGRESSIVE CORP OHIO CS 743315103 31,496 318,520 SH   SOLE   279,917 0 38,603
MASCO CORP CS 574599106 15,607 284,119 SH   SOLE   248,274 0 35,845
WERNER ENTERPRISES INC CS 950755108 8,468 215,906 SH   SOLE   215,819 0 87
FISERV INC CS 337738108 22,741 199,728 SH   SOLE   177,597 0 22,131
DOLLAR GEN CORP NEW CS 256677105 35,139 167,086 SH   SOLE   150,300 0 16,786
AMERICAN HOMES 4 RENT CS 02665T306 4,611 153,707 SH   SOLE   128,302 0 25,405
MAXIMUS INC CS 577933104 10,610 144,969 SH   SOLE   144,904 0 65
SKYLINE CORP CS 830830105 4,457 144,066 SH   SOLE   143,852 0 214
RUSH ENTERPISES INC CS 781846209 5,733 138,419 SH   SOLE   138,207 0 212
COMPASS MINERALS INTL INC CS 20451N101 8,474 137,293 SH   SOLE   137,194 0 99
FEDEX CORP CS 31428X106 32,443 124,963 SH   SOLE   111,394 0 13,569
ENERGIZER HLDGS INC NEW CS 29272W109 3,494 82,835 SH   SOLE   82,710 0 125
SKECHERS U S A INC CS 830566105 2,685 74,714 SH   SOLE   74,600 0 114
PINNACLE FINL PARTNERS INC CS 72346Q104 4,199 65,197 SH   SOLE   65,096 0 101
ICF INTL INC CS 44925C103 4,047 54,440 SH   SOLE   54,357 0 83
CASELLA WASTE SYS INC CS 147448104 1,656 26,726 SH   SOLE   26,685 0 41
BRINKS CO CS 109696104 1,764 24,494 SH   SOLE   24,457 0 37
KEMPER CORP DEL CS 488401100 1,823 23,722 SH   SOLE   23,685 0 37
GENERAC HLDGS INC CS 368736104 2,154 9,473 SH   SOLE   9,459 0 14
VISTEON CORP CS 92839U206 932 7,429 SH   SOLE   7,418 0 11
AUTOZONE INC CS 053332102 5,032 4,245 SH   SOLE   3,547 0 698