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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADIA HEALTHCARE COMPANY IN CS 00404A109   11,666,858 161,479 SH   SOLE   161,479 0 0
AMERICAN HOMES 4 RENT CS 02665T306   8,306,457 264,116 SH   SOLE   264,116 0 0
AUTOZONE INC CS 053332102   18,943,438 7,706 SH   SOLE   7,706 0 0
AXALTA COATING SYS LTD CS G0750C108   4,099,297 135,335 SH   SOLE   135,335 0 0
BERRY GLOBAL GROUP INC COM CS 08579W103   49,899,963 847,198 SH   SOLE   847,198 0 0
CLEAN HARBORS INC CS 184496107   51,950,208 364,409 SH   SOLE   364,409 0 0
CROWN HOLDINGS INC CS 228368106   16,506,585 199,572 SH   SOLE   199,572 0 0
DOLLAR GEN CORP NEW CS 256677105   30,026,251 142,670 SH   SOLE   142,670 0 0
EAGLE MATERIALS INC CS 26969P108   3,693,551 25,169 SH   SOLE   25,169 0 0
FEDERAL SIGNAL CORP CS 313855108   3,761,252 69,383 SH   SOLE   69,383 0 0
FEDEX CORP CS 31428X106   22,005,820 96,310 SH   SOLE   96,310 0 0
GRAPHIC PACKAGING HLDG CO CS 388689101   41,541,964 1,629,736 SH   SOLE   1,629,736 0 0
HILLMAN SOLUTIONS CORP COM CL CS 431636109   1,263,000 150,000 SH   SOLE   150,000 0 0
HUNT J B TRANS SVCS INC CS 445658107   4,826,536 27,508 SH   SOLE   27,508 0 0
ICF INTL INC CS 44925C103   4,119,125 37,549 SH   SOLE   37,549 0 0
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104   25,902,755 457,808 SH   SOLE   457,808 0 0
LKQ CORP CS 501889208   31,780,584 559,912 SH   SOLE   559,912 0 0
MARTEN TRANS LTD CS 573075108   4,076,870 194,600 SH   SOLE   194,600 0 0
MASCO CORP CS 574599106   11,926,254 239,868 SH   SOLE   239,868 0 0
NORTHERN OIL AND GAS INC MN CO CS 665531307   10,635,733 350,436 SH   SOLE   350,436 0 0
PGT INNOVATIONS INC COM CS 69336V101   5,739,242 228,564 SH   SOLE   228,564 0 0
PINNACLE FINL PARTNERS INC CS 72346Q104   13,049,533 236,576 SH   SOLE   236,576 0 0
PIONEER NAT RES CO CS 723787107   17,922,317 87,751 SH   SOLE   87,751 0 0
PROGRESSIVE CORP OHIO CS 743315103   24,016,313 167,876 SH   SOLE   167,876 0 0
RITCHIE BROS AUCTIONEERS CS 767744105   11,864,525 210,775 SH   SOLE   210,775 0 0
RUSH ENTERPISES INC CS 781846209   11,233,622 205,744 SH   SOLE   205,744 0 0
SKYLINE CORP CS 830830105   6,481,065 86,150 SH   SOLE   86,150 0 0
SPDR SER TR SPDR BLOOMBERG ETF 78468R663   27,042,246 294,514 SH   SOLE   294,514 0 0
STERICYCLE INC CS 858912108   1,637,686 37,553 SH   SOLE   37,553 0 0
STONEX GROUP INC COM CS 861896108   2,123,193 20,508 SH   SOLE   20,508 0 0