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
LKQ CORP COM NEW COMMON 501889208 34,586 1,107,540 SH   SOLE   1,107,540 0 0
WALGREENS BOOTS ALLIA COMMON 931427108 32,836 359,980 SH   SOLE   359,980 0 0
DYCOM INDS INC COMMON 267475101 32,113 510,286 SH   SOLE   510,286 0 0
FEDEX CORP COMMON 31428X106 30,864 181,889 SH   SOLE   181,889 0 0
ADVANCE AUTO PARTS IN COMMON 00751Y106 25,994 153,371 SH   SOLE   153,371 0 0
THE ADT CORPORATION C COMMON 00101J106 23,891 703,480 SH   SOLE   703,480 0 0
MOBILE MINI INC COMMON 60740F105 21,555 576,249 SH   SOLE   576,249 0 0
PACKAGING CORP AMER COMMON 695156109 20,371 292,813 SH   SOLE   292,813 0 0
CLEAN HBRS INC COMMON 184496107 20,327 387,564 SH   SOLE   387,564 0 0
MID-AMER APT CMNTYS I COMMON 59522J103 19,894 252,703 SH   SOLE   252,703 0 0
WERNER ENTERPRISES IN COMMON 950755108 17,740 639,447 SH   SOLE   639,447 0 0
THOR INDS INC COMMON 885160101 10,155 179,421 SH   SOLE   179,421 0 0
SWIFT TRANSPORTATION CO COMMON 87074U101 9,368 404,936 SH   SOLE   404,936 0 0
MARTEN TRANS LTD COMMON 573075108 9,304 467,457 SH   SOLE   467,457 0 0
CENTERSTATE BANKS INC COMMON 15201P109 1,074 79,501 SH   SOLE   79,501 0 0