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 | 62,542 | 1,386,132 | SH | SOLE | 1,386,132 | 0 | 0 | ||
| SMITH (A.O.) CORP | COM | 831865209 | 1,597 | 33,893 | SH | SOLE | 33,893 | 0 | 0 | ||
| BERRY GLOBAL GROUP | COM | 08579W103 | 244,267 | 5,511,440 | SH | SOLE | 5,511,440 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 104,930 | 2,972,524 | SH | SOLE | 2,972,524 | 0 | 0 | ||
| BRP INC. | COM | 05577W200 | 1,024 | 24,050 | SH | SOLE | 24,050 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 32,334 | 361,068 | SH | SOLE | 361,068 | 0 | 0 | ||
| DISCOVER FINANCIAL SERVICES | COM | 254709108 | 73,809 | 1,473,525 | SH | SOLE | 1,473,525 | 0 | 0 | ||
| F5 NETWORKS INC | COM | 315616102 | 2,497 | 17,900 | SH | SOLE | 17,900 | 0 | 0 | ||
| FLOWSERVE | COM | 34354P105 | 2,480 | 86,950 | SH | SOLE | 86,950 | 0 | 0 | ||
| GILDAN ACTIVEWEAR INC | COM | 375916103 | 110,228 | 7,116,102 | SH | SOLE | 7,116,102 | 0 | 0 | ||
| HD SUPPLY HOLDINGS INC | COM | 40416M105 | 1,816 | 52,400 | SH | SOLE | 52,400 | 0 | 0 | ||
| INGERSOLL-RAND INC | COM | 45687V106 | 75,910 | 2,699,506 | SH | SOLE | 2,699,506 | 0 | 0 | ||
| KNIGHT-SWIFT TRANSPORTATION | COM | 499049104 | 9,311 | 223,227 | SH | SOLE | 223,227 | 0 | 0 | ||
| MAGNA INTERNATIONAL INC | COM | 559222401 | 85,262 | 1,914,700 | SH | SOLE | 1,914,700 | 0 | 0 | ||
| MIDDLEBY CORP | COM | 596278101 | 163,086 | 2,065,946 | SH | SOLE | 2,065,946 | 0 | 0 | ||
| OPEN TEXT CORP | COM | 683715106 | 78,166 | 1,840,066 | SH | SOLE | 1,840,066 | 0 | 0 | ||
| POLARIS INDUSTRIES INC | COM | 731068102 | 1,370 | 14,800 | SH | SOLE | 14,800 | 0 | 0 | ||
| PRA GROUP INC | COM | 69354N106 | 88,826 | 2,297,612 | SH | SOLE | 2,297,612 | 0 | 0 | ||
| PRESTIGE CONSUMER HEALTHCARE INC | COM | 74112D101 | 3,119 | 83,050 | SH | SOLE | 83,050 | 0 | 0 | ||
| SERVICE CORP INTERNATIONAL | COM | 817565104 | 63,605 | 1,635,498 | SH | SOLE | 1,635,498 | 0 | 0 | ||
| SS&C TECHNOLOGIES HOLDINGS INC | COM | 78467J100 | 117,935 | 2,088,093 | SH | SOLE | 2,088,093 | 0 | 0 | ||
| TFI INTERNATIONAL INC | COM | 87241L109 | 111,080 | 3,133,439 | SH | SOLE | 3,133,439 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 958 | 18,938 | SH | SOLE | 18,938 | 0 | 0 | ||
| URBAN OUTFITTERS INC | COM | 917047102 | 72,407 | 4,757,365 | SH | SOLE | 4,757,365 | 0 | 0 | ||