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 96,034 921,719 SH   SOLE   921,719 0 0
BERRY GLOBAL GROUP COM 08579W103 346,985 5,320,231 SH   SOLE   5,320,231 0 0
BORGWARNER INC COM 099724106 120,106 2,474,374 SH   SOLE   2,474,374 0 0
BRP INC. COM 05577W200 251 3,200 SH   SOLE   3,200 0 0
CARMAX INC COM 143130102 68,884 533,368 SH   SOLE   533,368 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 127,638 1,079,025 SH   SOLE   1,079,025 0 0
ENCORE CAPITAL GROUP INC COM 292554102 68,422 1,443,812 SH   SOLE   1,443,812 0 0
EURONET WORLDWIDE INC COM 298736109 37,072 273,900 SH   SOLE   273,900 0 0
F5 NETWORKS INC COM 315616102 1,671 8,950 SH   SOLE   8,950 0 0
FLOWSERVE COM 34354P105 67,901 1,684,062 SH   SOLE   1,684,062 0 0
GILDAN ACTIVEWEAR INC COM 375916103 181,357 4,912,152 SH   SOLE   4,912,152 0 0
INGERSOLL-RAND INC COM 45687V106 127,451 2,611,156 SH   SOLE   2,611,156 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 3,423 24,000 SH   SOLE   24,000 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104 714 15,713 SH   SOLE   15,713 0 0
MAGNA INTERNATIONAL INC COM 559222401 120,552 1,301,300 SH   SOLE   1,301,300 0 0
MIDDLEBY CORP COM 596278101 197,737 1,141,273 SH   SOLE   1,141,273 0 0
OPEN TEXT CORP COM 683715106 105,096 2,068,816 SH   SOLE   2,068,816 0 0
POLARIS INC COM 731068102 1,342 9,800 SH   SOLE   9,800 0 0
PRA GROUP INC COM 69354N106 102,214 2,656,968 SH   SOLE   2,656,968 0 0
PRESTIGE CONSUMER HEALTHCARE INC COM 74112D101 107,097 2,055,607 SH   SOLE   2,055,607 0 0
SERVICE CORP INTERNATIONAL COM 817565104 128,945 2,406,145 SH   SOLE   2,406,145 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 148,048 2,054,515 SH   SOLE   2,054,515 0 0
TFI INTERNATIONAL INC COM 87241L109 109,505 1,200,839 SH   SOLE   1,200,839 0 0
TJX COMPANIES INC COM 872540109 596 8,838 SH   SOLE   8,838 0 0
ULTA BEAUTY INC COM 90384S303 1,193 3,450 SH   SOLE   3,450 0 0
URBAN OUTFITTERS INC COM 917047102 98,365 2,386,345 SH   SOLE   2,386,345 0 0