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
ACADIA HEALTHCARE COMPANY IN CS 00404A109 4,035 51,617 SH   SOLE   51,617 0 0
AMERICAN HOMES 4 RENT CS 02665T306 5,951 181,389 SH   SOLE   181,389 0 0
AUTOZONE INC CS 053332102 16,570 7,736 SH   SOLE   7,736 0 0
AXALTA COATING SYS LTD CS G0750C108 1,789 84,946 SH   SOLE   84,946 0 0
BERRY GLOBAL GROUP INC COM CS 08579W103 30,927 664,666 SH   SOLE   664,666 0 0
CLEAN HARBORS INC CS 184496107 40,269 366,149 SH   SOLE   366,149 0 0
CROWN HOLDINGS INC CS 228368106 16,224 200,220 SH   SOLE   200,220 0 0
DOLLAR GEN CORP NEW CS 256677105 34,353 143,222 SH   SOLE   143,222 0 0
EAGLE MATERIALS INC CS 26969P108 2,038 19,013 SH   SOLE   19,013 0 0
FB FINL CORP CS 30257X104 5,922 154,991 SH   SOLE   154,991 0 0
FEDERAL SIGNAL CORP CS 313855108 3,599 96,428 SH   SOLE   96,428 0 0
FEDEX CORP CS 31428X106 10,648 71,717 SH   SOLE   71,717 0 0
GENERAC HLDGS INC CS 368736104 1,307 7,336 SH   SOLE   7,336 0 0
GRAPHIC PACKAGING HLDG CO CS 388689101 35,104 1,778,323 SH   SOLE   1,778,323 0 0
HUNT J B TRANS SVCS INC CS 445658107 4,334 27,710 SH   SOLE   27,710 0 0
ICF INTL INC CS 44925C103 6,468 59,325 SH   SOLE   59,325 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 307 1,483 SH   SOLE   1,483 0 0
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 22,505 459,944 SH   SOLE   459,944 0 0
LKQ CORP CS 501889208 26,483 561,685 SH   SOLE   561,685 0 0
MARTEN TRANS LTD CS 573075108 3,739 195,133 SH   SOLE   195,133 0 0
MASCO CORP CS 574599106 11,267 241,307 SH   SOLE   241,307 0 0
NORTHERN OIL AND GAS INC MN CO CS 665531307 7,272 265,300 SH   SOLE   265,300 0 0
PINNACLE FINL PARTNERS INC CS 72346Q104 18,971 233,924 SH   SOLE   233,924 0 0
PIONEER NAT RES CO CS 723787107 15,323 70,767 SH   SOLE   70,767 0 0
PROGRESSIVE CORP OHIO CS 743315103 14,167 121,907 SH   SOLE   121,907 0 0
RUSH ENTERPISES INC CS 781846209 9,110 207,691 SH   SOLE   207,961 0 0
SKYLINE CORP CS 830830105 4,541 85,889 SH   SOLE   85,889 0 0
STONEX GROUP INC COM CS 861896108 4,372 52,717 SH   SOLE   52,717 0 0