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
ATS CORP COM 00217Y104   107,349,648 2,329,131 SH   SOLE   2,329,131 0 0
BERRY GLOBAL GROUP COM 08579W103   313,192,965 4,867,780 SH   SOLE   4,867,780 0 0
BORGWARNER INC COM 099724106   112,989,877 2,310,159 SH   SOLE   2,310,159 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   181,997,996 5,797,961 SH   SOLE   5,797,961 0 0
BRP INC. COM 05577W200   2,076,930 24,550 SH   SOLE   24,550 0 0
BRUNSWICK CORP COM 117043109   134,833,847 1,556,254 SH   SOLE   1,556,254 0 0
BUILDERS FIRSTSOURCE INC. COM 12008R107   1,836,000 13,500 SH   SOLE   13,500 0 0
CARMAX INC COM 143130102   192,657,228 2,301,759 SH   SOLE   2,301,759 0 0
CELANESE COM 150870103   86,694,365 748,656 SH   SOLE   748,656 0 0
COLLIERS INTERNATIONAL GROUP INC COM 194693107   129,909,298 1,323,040 SH   SOLE   1,323,040 0 0
CVS HEALTH CORP COM 126650100   3,480,696 50,350 SH   SOLE   50,350 0 0
DISCOVER FINANCIAL SERVICES COM 254709108   131,123,812 1,122,155 SH   SOLE   1,122,155 0 0
DOCEBO INC COM 25609L105   70,974 1,800 SH   SOLE   1,800 0 0
ENCORE CAPITAL GROUP INC COM 292554102   105,227,585 2,164,286 SH   SOLE   2,164,286 0 0
EURONET WORLDWIDE INC COM 298736109   85,417,309 727,761 SH   SOLE   727,761 0 0
FISERV COM 337738108   1,526,415 12,100 SH   SOLE   12,100 0 0
FLOOR & DECOR COM 339750101   116,425,844 1,119,910 SH   SOLE   1,119,910 0 0
GILDAN ACTIVEWEAR INC COM 375916103   169,237,400 5,249,299 SH   SOLE   5,249,299 0 0
INGERSOLL-RAND INC COM 45687V106   163,434,641 2,500,530 SH   SOLE   2,500,530 0 0
JELD-WEN HOLDINGS INC COM 47580P103   244,681,597 13,949,920 SH   SOLE   13,949,920 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   81,426,628 671,283 SH   SOLE   671,283 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104   7,034,618 126,613 SH   SOLE   126,613 0 0
LULU S FASHION LOUNGE COM 55003A108   139,150 55,000 SH   SOLE   55,000 0 0
MAGNA INTERNATIONAL INC COM 559222401   121,982,587 2,161,279 SH   SOLE   2,161,279 0 0
MIDDLEBY CORP COM 596278101   191,487,451 1,295,322 SH   SOLE   1,295,322 0 0
OPEN TEXT CORP COM 683715106   133,670,879 3,217,109 SH   SOLE   3,217,109 0 0
OSHKOSH CORP COM 688239201   2,983,026 34,450 SH   SOLE   34,450 0 0
PENNANT GROUP COM 70805E109   152,272 12,400 SH   SOLE   12,400 0 0
PRESTIGE CONSUMER HEALTHCARE COM 74112D101   1,158,885 19,500 SH   SOLE   19,500 0 0
REVOLVE GROUP INC COM 76156B107   6,481,264 395,199 SH   SOLE   395,199 0 0
SERVICE CORP INTERNATIONAL COM 817565104   107,711,640 1,667,621 SH   SOLE   1,667,621 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100   161,810,726 2,670,144 SH   SOLE   2,670,144 0 0
SYNCHRONY FINANCIAL COM 87165B103   632,608 18,650 SH   SOLE   18,650 0 0
TENNANT COM 880345103   97,332 1,200 SH   SOLE   1,200 0 0
TFI INTERNATIONAL INC COM 87241L109   175,493,386 1,539,956 SH   SOLE   1,539,956 0 0
URBAN OUTFITTERS INC COM 917047102   103,673,113 3,129,282 SH   SOLE   3,129,282 0 0
VONTIER COM 928881101   106,778,952 3,315,087 SH   SOLE   3,315,087 0 0
WEST FRASER TIMBER CO. LTD. COM 952845105   1,801,281 20,950 SH   SOLE   20,950 0 0