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 27,810 163,056 SH   SOLE   163,056 0 0
MID-AMER APT CMNTYS INC COMMON 59522J103 26,483 340,421 SH   SOLE   340,421 0 0
WALGREENS BOOTS ALLIANCE INC COMMON 931427108 24,213 324,905 SH   SOLE   324,905 0 0
ADVANCE AUTO PARTS INC COMMON 00751Y106 22,963 144,336 SH   SOLE   144,336 0 0
THE ADT CORPORATION COMMON 00101J106 22,225 635,431 SH   SOLE   635,431 0 0
DYCOM INDS INC COMMON 267475101 19,656 612,495 SH   SOLE   612,495 0 0
LKQ CORP COMMON 501889208 19,654 738,823 SH   SOLE   738,823 0 0
MOBILE MINI INC COMMON 60740F105 19,347 514,698 SH   SOLE   514,698 0 0
CLEAN HARBORS INC COMMON 184496107 16,543 347,852 SH   SOLE   347,852 0 0
MARTEN TRANS LTD COMMON 573075108 8,950 426,448 SH   SOLE   426,448 0 0
WERNER ENTERPRISES INC COMMON 950755108 8,631 292,804 SH   SOLE   292,804 0 0
HUNT J B TRANS SVCS INC COMMON 445658107 7,445 92,163 SH   SOLE   92,163 0 0
PACKAGING CORP AMER COMMON 695156109 5,859 76,536 SH   SOLE   76,536 0 0
CENTERSTATE BANKS INC COMMON 15201P109 947 79,501 SH   SOLE   79,501 0 0
BLUEKNIGHT ENERGY PARTNERS L COMMON 09625U109 423 63,600 SH   SOLE   63,600 0 0
RAND LOGISTICS INC COMMON 752182105 224 56,675 SH   SOLE   56,675 0 0