The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 43,719 | 1,299,232 | SH | SOLE | 1,299,232 | 0 | 0 | ||
| SMITH (A.O.) CORP | COM | 831865209 | 2,102 | 55,593 | SH | SOLE | 55,593 | 0 | 0 | ||
| BERRY GLOBAL GROUP | COM | 08579W103 | 221,811 | 6,579,968 | SH | SOLE | 6,579,968 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 95,862 | 3,933,624 | SH | SOLE | 3,933,624 | 0 | 0 | ||
| BRP INC. | COM | 05577W200 | 603 | 36,800 | SH | SOLE | 36,800 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 27,877 | 517,868 | SH | SOLE | 517,868 | 0 | 0 | ||
| DISCOVER FINANCIAL SERVICES | COM | 254709108 | 54,794 | 1,536,125 | SH | SOLE | 1,536,125 | 0 | 0 | ||
| F5 NETWORKS INC | COM | 315616102 | 2,847 | 26,700 | SH | SOLE | 26,700 | 0 | 0 | ||
| FLOWSERVE | COM | 34354P105 | 2,018 | 84,450 | SH | SOLE | 84,450 | 0 | 0 | ||
| GILDAN ACTIVEWEAR INC | COM | 375916103 | 64,090 | 5,022,702 | SH | SOLE | 5,022,702 | 0 | 0 | ||
| HD SUPPLY HOLDINGS INC | COM | 40416M105 | 1,595 | 56,100 | SH | SOLE | 56,100 | 0 | 0 | ||
| INGERSOLL-RAND INC | COM | 45687V106 | 80,949 | 3,264,056 | SH | SOLE | 3,264,056 | 0 | 0 | ||
| KNIGHT-SWIFT TRANSPORTATION | COM | 499049104 | 12,778 | 389,577 | SH | SOLE | 389,577 | 0 | 0 | ||
| MAGNA INTERNATIONAL INC | COM | 559222401 | 64,348 | 2,015,900 | SH | SOLE | 2,015,900 | 0 | 0 | ||
| MIDDLEBY CORP | COM | 596278101 | 80,343 | 1,412,496 | SH | SOLE | 1,412,496 | 0 | 0 | ||
| OPEN TEXT CORP | COM | 683715106 | 65,931 | 1,888,066 | SH | SOLE | 1,888,066 | 0 | 0 | ||
| POLARIS INDUSTRIES INC | COM | 731068102 | 1,420 | 29,500 | SH | SOLE | 29,500 | 0 | 0 | ||
| PRA GROUP INC | COM | 69354N106 | 62,631 | 2,259,412 | SH | SOLE | 2,259,412 | 0 | 0 | ||
| PRESTIGE CONSUMER HEALTHCARE INC | COM | 74112D101 | 3,325 | 90,650 | SH | SOLE | 90,650 | 0 | 0 | ||
| SERVICE CORP INTERNATIONAL | COM | 817565104 | 39,172 | 1,001,594 | SH | SOLE | 1,001,594 | 0 | 0 | ||
| SS&C TECHNOLOGIES HOLDINGS INC | COM | 78467J100 | 89,127 | 2,033,943 | SH | SOLE | 2,033,943 | 0 | 0 | ||
| TFI INTERNATIONAL INC | COM | 87241L109 | 82,028 | 3,713,339 | SH | SOLE | 3,713,339 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 886 | 18,538 | SH | SOLE | 18,538 | 0 | 0 | ||
| URBAN OUTFITTERS INC | COM | 917047102 | 76,756 | 5,390,158 | SH | SOLE | 5,390,158 | 0 | 0 | ||