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 34,755 1,915,942 SH   SOLE   1,776,512 0 139,430
LKQ CORP CS 501889208 42,453 862,518 SH   SOLE   774,598 0 87,920
BERRY GLOBAL GROUP INC COM CS 08579W103 45,937 704,341 SH   SOLE   642,719 0 61,622
MARTEN TRANS LTD CS 573075108 7,801 473,093 SH   SOLE   434,856 0 38,237
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 20,348 447,610 SH   SOLE   408,317 0 39,293
CROWN HOLDINGS INC CS 228368106 37,429 366,192 SH   SOLE   327,517 0 38,675
CLEAN HARBORS INC CS 184496107 33,783 362,709 SH   SOLE   328,722 0 33,987
VERIZON COMMUNICATIONS CS 92343V104 17,532 312,892 SH   SOLE   274,905 0 37,987
MASCO CORP CS 574599106 16,044 272,352 SH   SOLE   237,710 0 34,642
MAXIMUS INC CS 577933104 23,711 269,535 SH   SOLE   249,396 0 20,139
SKECHERS U S A INC CS 830566105 13,304 266,991 SH   SOLE   248,491 0 18,500
WERNER ENTERPRISES INC CS 950755108 8,734 196,187 SH   SOLE   196,062 0 125
PROGRESSIVE CORP OHIO CS 743315103 18,912 192,560 SH   SOLE   168,726 0 23,834
FISERV INC CS 337738108 20,308 189,989 SH   SOLE   168,674 0 21,315
DOLLAR GEN CORP NEW CS 256677105 34,391 158,930 SH   SOLE   142,735 0 16,195
AMERICAN HOMES 4 RENT CS 02665T306 5,761 148,289 SH   SOLE   123,835 0 24,454
FEDEX CORP CS 31428X106 37,585 125,983 SH   SOLE   112,905 0 13,078
SKYLINE CORP CS 830830105 6,681 125,353 SH   SOLE   125,047 0 306
HUB GROUP INC CS 443320106 6,515 98,741 SH   SOLE   98,610 0 131
RUSH ENTERPISES INC CS 781846209 3,752 86,770 SH   SOLE   86,558 0 212
AIR TRANS HLDGS INC CS 00922R105 1,663 71,584 SH   SOLE   71,412 0 172
ICF INTL INC CS 44925C103 5,112 58,178 SH   SOLE   58,037 0 141
PINNACLE FINL PARTNERS INC CS 72346Q104 4,332 49,060 SH   SOLE   48,937 0 123
STONEX GROUP INC COM CS 861896108 2,450 40,387 SH   SOLE   40,291 0 96
NUANCE COMMUNICATIONS INC CS 67020Y100 1,730 31,777 SH   SOLE   31,697 0 80
ACADIA HEALTHCARE COMPANY IN CS 00404A109 1,901 30,300 SH   SOLE   30,228 0 72
CASELLA WASTE SYS INC CS 147448104 1,504 23,710 SH   SOLE   23,651 0 59
KEMPER CORP DEL CS 488401100 1,560 21,107 SH   SOLE   21,053 0 54
VISTEON CORP CS 92839U206 1,698 14,037 SH   SOLE   14,004 0 33
AUTOZONE INC CS 053332102 20,428 13,690 SH   SOLE   12,006 0 1,684
GENERAC HLDGS INC CS 368736104 3,301 7,952 SH   SOLE   7,932 0 20