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 22,558 1,529,314 SH   SOLE   1,442,103 0 87,211
HANESBRANDS INC CS 410345102 19,797 1,292,228 SH   SOLE   1,201,443 0 90,785
NUANCE COMMUNICATIONS INC CS 67020Y100 18,658 1,143,936 SH   SOLE   1,059,374 0 84,562
LKQ CORP CS 501889208 32,666 1,038,650 SH   SOLE   957,210 0 81,440
SKYLINE CORP CS 830830105 18,114 601,993 SH   SOLE   579,820 0 22,173
INTL PAPER CO CS 460146103 21,632 517,281 SH   SOLE   467,835 0 49,446
CROWN HOLDINGS INC CS 228368106 30,274 458,277 SH   SOLE   417,198 0 41,079
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 16,036 441,776 SH   SOLE   414,437 0 27,339
MARTEN TRANS LTD CS 573075108 8,515 409,788 SH   SOLE   382,340 0 27,448
PINNACLE FINL PARTNERS INC CS 72346Q104 20,596 362,915 SH   SOLE   334,505 0 28,410
PROGRESSIVE CORP OHIO CS 743315103 27,292 353,294 SH   SOLE   318,669 0 34,625
NEXSTAR BROADCASTING GROUP I CS 65336K103 25,438 248,638 SH   SOLE   231,171 0 17,467
FIRST AMERN FINL CORP CS 31847R102 13,167 223,135 SH   SOLE   200,049 0 23,086
FISERV INC CS 337738108 20,601 198,873 SH   SOLE   180,825 0 18,048
DOLLAR GEN CORP NEW CS 256677105 30,882 194,297 SH   SOLE   176,678 0 17,619
CLEAN HARBORS INC CS 184496107 14,742 190,962 SH   SOLE   179,607 0 11,355
CENTERSTATE BKS FLA INC CS 15201P109 4,349 181,308 SH   SOLE   181,308 0 0
AXALTA COATING SYS LTD CS G0750C108 5,352 177,517 SH   SOLE   177,517 0 0
MASCO CORP CS 574599106 4,310 103,413 SH   SOLE   88,793 0 14,620
FEDEX CORP CS 31428X106 8,900 61,139 SH   SOLE   55,700 0 5,439
KEMPER CORP DEL CS 488401100 4,199 53,864 SH   SOLE   53,864 0 0
DYCOM INDS INC CS 267475101 2,272 44,501 SH   SOLE   44,501 0 0
BEACON ROOFING SUPPLY INC CS 073685109 1,299 38,742 SH   SOLE   38,742 0 0
WERNER ENTERPRISES INC CS 950755108 1,254 35,522 SH   SOLE   35,522 0 0
RUSH ENTERPISES INC CS 781846209 1,368 35,446 SH   SOLE   35,446 0 0
ADDUS HOMECARE CORP CS 006739106 2,450 30,897 SH   SOLE   30,897 0 0
AVNET INC CS 053807103 689 15,480 SH   SOLE   15,480 0 0
GENERAC HLDGS INC CS 368736104 697 8,893 SH   SOLE   8,893 0 0