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 CS 501889208 41,468 1,019,629 SH   SOLE   1,019,629 0 0
DYCOM INDS INC CS 267475101 37,833 339,523 SH   SOLE   339,523 0 0
DOLLAR GEN CORP NEW CS 256677105 33,051 355,352 SH   SOLE   355,352 0 0
FEDEX CORP CS 31428X106 32,534 130,375 SH   SOLE   130,375 0 0
THOR INDS INC CS 885160101 29,833 197,936 SH   SOLE   197,936 0 0
NUANCE COMMUNICATIONS INC CS 67020Y100 28,510 1,743,726 SH   SOLE   1,743,726 0 0
MOBILE MINI INC CS 60740F105 24,902 721,817 SH   SOLE   721,817 0 0
APPLE INC COM CS 037833100 24,724 146,096 SH   SOLE   146,096 0 0
ENVISION HEALTHCARE CORP COM CS 29414D100 24,217 700,713 SH   SOLE   700,713 0 0
PROGRESSIVE CORP OHIO CS 743315103 16,985 301,591 SH   SOLE   301,591 0 0
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 15,214 347,983 SH   SOLE   347,983 0 0
ZOETIS INC CS 98978V103 13,227 183,595 SH   SOLE   183,595 0 0
CENTERSTATE BKS FLA INC CS 15201P109 10,912 424,102 SH   SOLE   424,102 0 0
CLEAN HARBORS INC CS 184496107 10,828 199,787 SH   SOLE   199,787 0 0
MARTEN TRANS LTD CS 573075108 10,388 511,733 SH   SOLE   511,733 0 0
STERIS PLC CS G84720104 6,913 79,029 SH   SOLE   79,029 0 0
DST SYS INC DEL CS 233326107 5,114 82,385 SH   SOLE   82,385 0 0
CENTERSTATE BKS FLA INC CS 15201P109 3,265 126,892 SH   DFND   0 0 126,892
NUANCE COMMUNICATIONS INC CS 67020Y100 3,114 190,462 SH   DFND   0 0 190,462
LKQ CORP CS 501889208 2,970 73,023 SH   DFND   0 0 73,023
DYCOM INDS INC CS 267475101 2,871 25,764 SH   DFND   0 0 25,764
THOR INDS INC CS 885160101 2,581 17,124 SH   DFND   0 0 17,124
ENVISION HEALTHCARE CORP COM CS 29414D100 2,498 72,286 SH   DFND   0 0 72,286
MOBILE MINI INC CS 60740F105 2,228 64,580 SH   DFND   0 0 64,580
STERIS PLC CS G84720104 2,004 22,912 SH   DFND   0 0 22,912
DST SYS INC DEL CS 233326107 1,730 27,878 SH   DFND   0 0 27,878
CORE MARK HOLDING CO INC CS 218681104 1,330 42,134 SH   SOLE   42,134 0 0
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 1,317 30,128 SH   DFND   0 0 30,128
CLEAN HARBORS INC CS 184496107 1,297 23,922 SH   DFND   0 0 23,922
HUB GROUP INC CS 443320106 1,294 27,009 SH   SOLE   27,009 0 0
MARTEN TRANS LTD CS 573075108 860 42,344 SH   DFND   0 0 42,344
CORE MARK HOLDING CO INC CS 218681104 790 25,004 SH   DFND   0 0 25,004
HUB GROUP INC CS 443320106 767 16,022 SH   DFND   0 0 16,022
USA TRUCK INC CS 902925106 651 35,887 SH   SOLE   35,887 0 0
USA TRUCK INC CS 902925106 386 21,292 SH   DFND   0 0 21,292