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
ALLIANCE DATA SYSTEMS CORP COM 018581108 58,055 248,950 SH   SOLE   248,950 0 0
SMITH (A.O.) CORP COM 831865209 828 14,000 SH   SOLE   14,000 0 0
BERRY GLOBAL GROUP COM 08579W103 146,902 3,197,700 SH   SOLE   3,197,700 0 0
BORGWARNER INC COM 099724106 52,908 1,225,850 SH   SOLE   1,225,850 0 0
CERNER CORP COM 156782104 1,997 33,400 SH   SOLE   33,400 0 0
CLEAN HARBORS INC COM 184496107 1,242 22,350 SH   SOLE   22,350 0 0
COGENT COMMUNICATIONS HOLDINGS INC COM 19239V302 1,738 32,550 SH   SOLE   32,550 0 0
DESCARTES SYS GROUP INC COM 249906108 55 1,700 SH   SOLE   1,700 0 0
F5 NETWORKS INC COM 315616102 8,657 50,200 SH   SOLE   50,200 0 0
FASTENAL CORPORATION COM 311900104 28,698 596,250 SH   SOLE   596,250 0 0
FLOWSERVE COM 34354P105 1,683 41,650 SH   SOLE   41,650 0 0
GILDAN ACTIVEWEAR INC COM 375916103 122,369 4,345,488 SH   SOLE   4,345,488 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 1,761 41,050 SH   SOLE   41,050 0 0
KIRBY CORP COM 497266106 418 5,000 SH   SOLE   5,000 0 0
MANHATTAN ASSOCIATES INC COM 562750109 508 10,800 SH   SOLE   10,800 0 0
MIDDLEBY CORP COM 596278101 108,014 1,034,421 SH   SOLE   1,034,421 0 0
NETSCOUT SYSTEMS INC COM 64115T104 98,175 3,305,546 SH   SOLE   3,305,546 0 0
OPEN TEXT CORP COM 683715106 96,122 2,731,516 SH   SOLE   2,731,516 0 0
POLARIS INDUSTRIES INC COM 731068102 861 7,050 SH   SOLE   7,050 0 0
PRA GROUP INC COM 69354N106 127,196 3,299,515 SH   SOLE   3,299,515 0 0
SERVICE CORP INTERNATIONAL COM 817565104 63,200 1,765,850 SH   SOLE   1,765,850 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 81,415 1,568,690 SH   SOLE   1,568,690 0 0
TJX COMPANIES INC COM 872540109 49,953 524,831 SH   SOLE   524,831 0 0
TRACTOR SUPPLY CO COM 892356106 60,250 787,681 SH   SOLE   787,681 0 0
URBAN OUTFITTERS INC COM 917047102 259 5,824 SH   SOLE   5,824 0 0
WABCO HOLDINGS INC COM 92927K102 2,247 19,200 SH   SOLE   19,200 0 0
WABTEC CORP COM 929740108 1,360 13,800 SH   SOLE   13,800 0 0