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 31,309 1,724,098 SH   SOLE   1,580,870 0 143,228
LKQ CORP CS 501889208 38,115 900,421 SH   SOLE   809,883 0 90,538
BERRY GLOBAL GROUP INC COM CS 08579W103 46,130 751,306 SH   SOLE   688,248 0 63,058
MARTEN TRANS LTD CS 573075108 8,721 513,922 SH   SOLE   474,740 0 39,182
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 22,922 476,638 SH   SOLE   436,374 0 40,264
CLEAN HARBORS INC CS 184496107 32,306 384,320 SH   SOLE   349,443 0 34,877
CROWN HOLDINGS INC CS 228368106 37,338 384,765 SH   SOLE   344,920 0 39,845
NUANCE COMMUNICATIONS INC CS 67020Y100 15,270 349,910 SH   SOLE   316,162 0 33,748
VERIZON COMMUNICATIONS CS 92343V104 19,103 328,507 SH   SOLE   289,375 0 39,132
MASCO CORP CS 574599106 17,082 285,167 SH   SOLE   249,557 0 35,610
PROGRESSIVE CORP OHIO CS 743315103 26,772 280,014 SH   SOLE   248,142 0 31,872
WERNER ENTERPRISES INC CS 950755108 10,189 216,001 SH   SOLE   215,914 0 87
FISERV INC CS 337738108 23,822 200,120 SH   SOLE   178,190 0 21,930
DOLLAR GEN CORP NEW CS 256677105 33,929 167,455 SH   SOLE   150,798 0 16,657
MAXIMUS INC CS 577933104 13,839 155,426 SH   SOLE   155,344 0 82
AMERICAN HOMES 4 RENT CS 02665T306 5,136 154,059 SH   SOLE   128,900 0 25,159
SKYLINE CORP CS 830830105 6,530 144,278 SH   SOLE   144,064 0 214
FEDEX CORP CS 31428X106 35,558 125,185 SH   SOLE   111,735 0 13,450
RUSH ENTERPISES INC CS 781846209 4,965 99,632 SH   SOLE   99,483 0 149
ENERGIZER HLDGS INC NEW CS 29272W109 3,938 82,966 SH   SOLE   82,841 0 125
SKECHERS U S A INC CS 830566105 3,121 74,835 SH   SOLE   74,721 0 114
ICF INTL INC CS 44925C103 5,656 64,713 SH   SOLE   64,614 0 99
PINNACLE FINL PARTNERS INC CS 72346Q104 4,889 55,140 SH   SOLE   55,055 0 85
COMPASS MINERALS INTL INC CS 20451N101 1,775 28,304 SH   SOLE   28,262 0 42
CASELLA WASTE SYS INC CS 147448104 1,702 26,773 SH   SOLE   26,732 0 41
KEMPER CORP DEL CS 488401100 1,897 23,795 SH   SOLE   23,758 0 37
ACADIA HEALTHCARE COMPANY IN CS 00404A109 962 16,832 SH   SOLE   16,806 0 26
AUTOZONE INC CS 053332102 20,225 14,402 SH   SOLE   12,648 0 1,754
GENERAC HLDGS INC CS 368736104 3,113 9,507 SH   SOLE   9,493 0 14
VISTEON CORP CS 92839U206 907 7,439 SH   SOLE   7,428 0 11