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
BERRY GLOBAL GROUP COM 08579W103 383,006 6,608,110 SH   SOLE   6,608,110 0 0
BORGWARNER INC COM 099724106 115,133 2,959,724 SH   SOLE   2,959,724 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108 123,339 2,196,606 SH   SOLE   2,196,606 0 0
BRP INC. COM 05577W200 936 11,450 SH   SOLE   11,450 0 0
BRUNSWICK CORP COM 117043109 82,702 1,022,400 SH   SOLE   1,022,400 0 0
CARMAX INC COM 143130102 86,323 894,722 SH   SOLE   894,722 0 0
COLLIERS INTERNATIONAL GROUP INC COM 194693107 46,718 358,265 SH   SOLE   358,265 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 99,566 903,585 SH   SOLE   903,585 0 0
ENCORE CAPITAL GROUP INC COM 292554102 73,022 1,164,071 SH   SOLE   1,164,071 0 0
EURONET WORLDWIDE INC COM 298736109 102,471 787,331 SH   SOLE   787,331 0 0
FLOWSERVE COM 34354P105 62,463 1,739,907 SH   SOLE   1,739,907 0 0
GILDAN ACTIVEWEAR INC COM 375916103 139,373 3,718,599 SH   SOLE   3,718,599 0 0
INGERSOLL-RAND INC COM 45687V106 162,679 3,230,956 SH   SOLE   3,230,956 0 0
JELD-WEN HOLDINGS INC COM 47580P103 237,115 11,692,075 SH   SOLE   11,692,075 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 5,386 45,460 SH   SOLE   45,460 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104 858 17,013 SH   SOLE   17,013 0 0
MAGNA INTERNATIONAL INC COM 559222401 140,816 2,189,650 SH   SOLE   2,189,650 0 0
MIDDLEBY CORP COM 596278101 179,610 1,095,581 SH   SOLE   1,095,581 0 0
OPEN TEXT CORP COM 683715106 105,492 2,488,016 SH   SOLE   2,488,016 0 0
OSHKOSH CORP COM 688239201 2,919 29,000 SH   SOLE   29,000 0 0
PRA GROUP INC COM 69354N106 108,702 2,411,321 SH   SOLE   2,411,321 0 0
PRESTIGE CONSUMER HEALTHCARE INC COM 74112D101 3,995 75,465 SH   SOLE   75,465 0 0
SERVICE CORP INTERNATIONAL COM 817565104 139,061 2,112,745 SH   SOLE   2,112,745 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 137,813 1,837,015 SH   SOLE   1,837,015 0 0
TFI INTERNATIONAL INC COM 87241L109 179,409 1,684,436 SH   SOLE   1,684,436 0 0
URBAN OUTFITTERS INC COM 917047102 139,624 5,560,507 SH   SOLE   5,560,507 0 0