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 |
| GRAPHIC PACKAGING HLDG CO | CS | 388689101 | 24,718 | 2,026,057 | SH | SOLE | 1,880,075 | 0 | 145,982 | ||
| NUANCE COMMUNICATIONS INC | CS | 67020Y100 | 15,887 | 946,759 | SH | SOLE | 880,555 | 0 | 66,204 | ||
| LKQ CORP | CS | 501889208 | 17,655 | 860,787 | SH | SOLE | 768,186 | 0 | 92,601 | ||
| SKYLINE CORP | CS | 830830105 | 7,596 | 484,467 | SH | SOLE | 449,789 | 0 | 34,678 | ||
| CROWN HOLDINGS INC | CS | 228368106 | 25,654 | 442,014 | SH | SOLE | 397,000 | 0 | 45,014 | ||
| MARTEN TRANS LTD | CS | 573075108 | 8,302 | 404,605 | SH | SOLE | 373,230 | 0 | 31,375 | ||
| CLEAN HARBORS INC | CS | 184496107 | 17,941 | 349,447 | SH | SOLE | 319,847 | 0 | 29,600 | ||
| PROGRESSIVE CORP OHIO | CS | 743315103 | 25,797 | 349,370 | SH | SOLE | 310,087 | 0 | 39,283 | ||
| VERIZON COMMUNICATIONS | CS | 92343V104 | 17,034 | 317,025 | SH | SOLE | 282,483 | 0 | 34,542 | ||
| MASCO CORP | CS | 574599106 | 10,259 | 296,773 | SH | SOLE | 263,485 | 0 | 33,288 | ||
| KNIGHT SWIFT TRANSN HLDGS INC | CS | 499049104 | 8,250 | 251,522 | SH | SOLE | 230,300 | 0 | 21,222 | ||
| NEXSTAR BROADCASTING GROUP I | CS | 65336K103 | 12,373 | 214,315 | SH | SOLE | 197,566 | 0 | 16,749 | ||
| DOLLAR GEN CORP NEW | CS | 256677105 | 28,944 | 191,671 | SH | SOLE | 171,659 | 0 | 20,012 | ||
| FISERV INC | CS | 337738108 | 15,839 | 166,742 | SH | SOLE | 150,547 | 0 | 16,195 | ||
| FEDEX CORP | CS | 31428X106 | 11,389 | 93,924 | SH | SOLE | 83,785 | 0 | 10,139 | ||
| RUSH ENTERPISES INC | CS | 781846209 | 2,400 | 75,175 | SH | SOLE | 75,175 | 0 | 0 | ||
| MAXIMUS INC | CS | 577933104 | 4,292 | 73,739 | SH | SOLE | 73,739 | 0 | 0 | ||
| WERNER ENTERPRISES INC | CS | 950755108 | 2,014 | 55,552 | SH | SOLE | 55,552 | 0 | 0 | ||
| ENERGIZER HLDGS INC NEW | CS | 29272W109 | 1,515 | 50,080 | SH | SOLE | 50,080 | 0 | 0 | ||
| CASELLA WASTE SYS INC | CS | 147448104 | 1,599 | 40,939 | SH | SOLE | 40,939 | 0 | 0 | ||
| KEMPER CORP DEL | CS | 488401100 | 1,800 | 24,207 | SH | SOLE | 24,207 | 0 | 0 | ||
| DOMTAR CORP | CS | 257559203 | 472 | 21,787 | SH | SOLE | 21,787 | 0 | 0 | ||
| BRINKS CO | CS | 109696104 | 1,035 | 19,892 | SH | SOLE | 19,892 | 0 | 0 | ||
| STERICYCLE INC | CS | 858912108 | 573 | 11,788 | SH | SOLE | 11,788 | 0 | 0 | ||
| GENERAC HLDGS INC | CS | 368736104 | 834 | 8,956 | SH | SOLE | 8,956 | 0 | 0 | ||