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
GRAPHIC PACKAGING HLDG CO CS 388689101 20,815 1,511,436 SH   SOLE   1,511,436 0 0
HANESBRANDS INC CS 410345102 21,044 1,203,702 SH   SOLE   1,203,702 0 0
NUANCE COMMUNICATIONS INC CS 67020Y100 17,990 1,126,464 SH   SOLE   1,126,464 0 0
LKQ CORP CS 501889208 29,460 1,107,098 SH   SOLE   1,107,098 0 0
FIRST DATA CORP NEW CS 32008D106 17,800 657,548 SH   SOLE   657,548 0 0
SKYLINE CORP CS 830830105 14,885 594,429 SH   SOLE   594,429 0 0
INTL PAPER CO CS 460146103 24,418 545,166 SH   SOLE   545,166 0 0
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 16,538 545,487 SH   SOLE   545,487 0 0
MARTEN TRANS LTD CS 573075108 6,312 404,839 SH   SOLE   404,839 0 0
PINNACLE FINL PARTNERS INC CS 72346Q104 23,146 384,665 SH   SOLE   384,665 0 0
PROGRESSIVE CORP OHIO CS 743315103 31,342 377,701 SH   SOLE   377,701 0 0
CROWN HOLDINGS INC CS 228368106 19,287 311,758 SH   SOLE   311,758 0 0
CENTERSTATE BKS FLA INC CS 15201P109 7,143 310,162 SH   SOLE   310,162 0 0
BEACON ROOFING SUPPLY INC CS 073685109 8,656 235,306 SH   SOLE   235,306 0 0
WERNER ENTERPRISES INC CS 950755108 4,847 211,534 SH   SOLE   211,534 0 0
FIRST AMERN FINL CORP CS 31847R102 11,474 203,295 SH   SOLE   203,295 0 0
DOLLAR GEN CORP NEW CS 256677105 28,399 197,335 SH   SOLE   197,335 0 0
PLANTRONICS INC NEW CS 727493108 6,910 186,541 SH   SOLE   186,541 0 0
CLEAN HARBORS INC CS 184496107 9,882 138,979 SH   SOLE   138,979 0 0
FEDEX CORP CS 31428X106 11,086 67,517 SH   SOLE   67,517 0 0
KEMPER CORP DEL CS 488401100 4,571 52,968 SH   SOLE   52,968 0 0
RUSH ENTERPISES INC CS 781846209 1,294 35,446 SH   SOLE   35,446 0 0
U S CONCRETE INC CS 90333L201 1,578 31,761 SH   SOLE   31,761 0 0
GENESEE AND WYO INC CS 371559105 2,394 23,940 SH   SOLE   23,940 0 0
AVNET INC CS 053807103 701 15,480 SH   SOLE   15,480 0 0
NEXSTAR BROADCASTING GROUP I CS 65336K103 1,500 14,846 SH   SOLE   14,846 0 0
GRAPHIC PACKAGING HLDG CO CS 388689101 1,421 79,070 SH   OTR   0 0 79,070
HANESBRANDS INC CS 410345102 1,105 82,554 SH   OTR   0 0 82,554
NUANCE COMMUNICATIONS INC CS 67020Y100 1,228 76,895 SH   OTR   0 0 76,895
LKQ CORP CS 501889208 1,965 73,850 SH   OTR   0 0 73,850
FIRST DATA CORP NEW CS 32008D106 1,468 54,232 SH   OTR   0 0 54,232
SKYLINE CORP CS 830830105 1,942 20,127 SH   OTR   0 0 20,127
INTL PAPER CO CS 460146103 1,140 44,826 SH   OTR   0 0 44,826
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 2,516 34,721 SH   OTR   0 0 34,721
MARTEN TRANS LTD CS 573075108 1,487 24,882 SH   OTR   0 0 24,882
PINNACLE FINL PARTNERS INC CS 72346Q104 451 25,857 SH   OTR   0 0 25,857
PROGRESSIVE CORP OHIO CS 743315103 1,363 31,468 SH   OTR   0 0 31,468
CROWN HOLDINGS INC CS 228368106 1,125 22,311 SH   OTR   0 0 22,311
BEACON ROOFING SUPPLY INC CS 073685109 551 15,425 SH   OTR   0 0 15,425
WERNER ENTERPRISES INC CS 950755108 2,161 13,956 SH   OTR   0 0 13,956
FIRST AMERN FINL CORP CS 31847R102 567 20,948 SH   OTR   0 0 20,948
DOLLAR GEN CORP NEW CS 256677105 434 15,991 SH   OTR   0 0 15,991
PLANTRONICS INC NEW CS 727493108 456 12,333 SH   OTR   0 0 12,333
CLEAN HARBORS INC CS 184496107 732 10,299 SH   OTR   0 0 10,299
FEDEX CORP CS 31428X106 811 4,942 SH   OTR   0 0 4,942