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
FEDEX CORP COMMON 31428X106 13,424 82,495 SH   OTR 1 82,495 0 0
LKQ CORP COM NEW COMMON 501889208 13,274 421,767 SH   SOLE   304,198 0 117,569
LKQ CORP COM NEW COMMON 501889208 12,584 394,119 SH   OTR 1 394,119 0 0
THOR INDS INC COMMON 885160101 11,242 178,807 SH   SOLE   130,588 0 48,219
WALGREENS BOOTS ALLIA COMMON 931427108 10,863 128,956 SH   OTR 1 128,956 0 0
FEDEX CORP COMMON 31428X106 10,680 65,634 SH   SOLE   65,634 0 0
DYCOM INDS INC COMMON 267475101 10,676 167,407 SH   SOLE   123,250 0 44,157
DYCOM INDS INC COMMON 267475101 10,190 157,569 SH   OTR 1 157,569 0 0
MOBILE MINI INC COMMON 60740F105 9,015 277,764 SH   SOLE   202,876 0 74,888
MOBILE MINI INC COMMON 60740F105 8,497 257,337 SH   OTR 1 257,337 0 0
WALGREENS BOOTS ALLIA COMMON 931427108 7,697 91,369 SH   SOLE   91,369 0 0
CLEAN HBRS INC COMMON 184496107 7,319 150,982 SH   SOLE   99,075 0 51,907
THOR INDS INC COMMON 885160101 7,272 114,036 SH   OTR 1 114,036 0 0
WERNER ENTERPRISES IN COMMON 950755108 7,101 265,287 SH   SOLE   199,625 0 65,662
CLEAN HBRS INC COMMON 184496107 6,895 139,753 SH   OTR 1 139,753 0 0
PACKAGING CORP AMER COMMON 695156109 6,394 105,856 SH   OTR 1 105,856 0 0
SWIFT TRANSPORTATION CO COMMON 87074U101 6,210 339,065 SH   SOLE   233,403 0 105,662
WERNER ENTERPRISES IN COMMON 950755108 6,144 226,208 SH   OTR 1 226,208 0 0
PACKAGING CORP AMER COMMON 695156109 5,969 99,772 SH   SOLE   79,760 0 20,012
TREEHOUSE FOODS INC COMMON 89469A104 5,739 67,388 SH   SOLE   45,730 0 21,658
SWIFT TRANSPORTATION CO COMMON 87074U101 5,585 299,775 SH   OTR 1 299,775 0 0
CENTERSTATE BANKS INC COMMON 15201P109 5,492 377,149 SH   SOLE   228,400 0 148,749
TREEHOUSE FOODS INC COMMON 89469A104 4,942 56,963 SH   OTR 1 56,963 0 0
AUTOZONE INCORPORATED COMMON 053332102 3,015 3,784 SH   SOLE   3,784 0 0
MARTEN TRANS LTD COMMON 573075108 2,945 157,345 SH   OTR 1 157,345 0 0
MARTEN TRANS LTD COMMON 573075108 2,811 152,258 SH   SOLE   112,247 0 40,011
STONERIDGE INC COMMON 86183P102 2,319 167,137 SH   SOLE   10,315 0 156,822
STERIS COMMON 859152100 1,915 28,405 SH   SOLE   1,735 0 26,670