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 45,670 356,432 SH   SOLE   356,432 0 0
SMITH (A.O.) CORP COM 831865209 1,966 41,200 SH   SOLE   41,200 0 0
BERRY GLOBAL GROUP COM 08579W103 212,649 5,415,046 SH   SOLE   5,415,046 0 0
BORGWARNER INC COM 099724106 90,695 2,472,593 SH   SOLE   2,472,593 0 0
BRP INC. COM 05577W200 436 11,200 SH   SOLE   11,200 0 0
CARMAX INC COM 143130102 40,603 461,400 SH   SOLE   461,400 0 0
COGENT COMMUNICATIONS HOLDINGS INC COM 19239V302 948 17,200 SH   SOLE   17,200 0 0
DESCARTES SYS GROUP INC COM 249906108 77 1,900 SH   SOLE   1,900 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 46,497 573,400 SH   SOLE   573,400 0 0
F5 NETWORKS INC COM 315616102 2,457 17,500 SH   SOLE   17,500 0 0
FASTENAL CORPORATION COM 311900104 1,232 37,700 SH   SOLE   37,700 0 0
FLOWSERVE COM 34354P105 719 15,400 SH   SOLE   15,400 0 0
GARDNER DENVER HOLDINGS INC COM 36555P107 103,913 2,592,650 SH   SOLE   2,592,650 0 0
GILDAN ACTIVEWEAR INC COM 375916103 82,667 2,328,652 SH   SOLE   2,328,652 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 2,106 53,750 SH   SOLE   53,750 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104 37,581 1,035,296 SH   SOLE   1,035,296 0 0
MAGNA INTERNATIONAL INC COM 559222401 78,051 1,463,550 SH   SOLE   1,463,550 0 0
MIDDLEBY CORP COM 596278101 122,861 1,050,996 SH   SOLE   1,050,996 0 0
NETSCOUT SYSTEMS INC COM 64115T104 12,592 546,057 SH   SOLE   546,057 0 0
OPEN TEXT CORP COM 683715106 98,381 2,410,716 SH   SOLE   2,410,716 0 0
POLARIS INDUSTRIES INC COM 731068102 2,147 24,400 SH   SOLE   24,400 0 0
PRA GROUP INC COM 69354N106 104,417 3,090,170 SH   SOLE   3,090,170 0 0
SERVICE CORP INTERNATIONAL COM 817565104 68,542 1,433,626 SH   SOLE   1,433,626 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 145,062 2,812,915 SH   SOLE   2,812,915 0 0
TJX COMPANIES INC COM 872540109 1,978 35,488 SH   SOLE   35,488 0 0
URBAN OUTFITTERS INC COM 917047102 93,505 3,328,750 SH   SOLE   3,328,750 0 0