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 37,924 1,849,939 SH   SOLE   1,849,939 0 0
DIGITALBRIDGE GROUP INC CL A C CS 25401T108 5,452 1,117,168 SH   SOLE   1,117,168 0 0
LKQ CORP CS 501889208 28,889 588,488 SH   SOLE   588,488 0 0
BERRY GLOBAL GROUP INC COM CS 08579W103 28,747 526,111 SH   SOLE   526,111 0 0
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 22,321 482,191 SH   SOLE   482,191 0 0
NORTHERN OIL AND GAS INC MN CO CS 665531307 11,624 460,184 SH   SOLE   460,184 0 0
CLEAN HARBORS INC CS 184496107 33,486 381,956 SH   SOLE   381,956 0 0
MASCO CORP CS 574599106 12,969 257,854 SH   SOLE   257,854 0 0
VERIZON COMMUNICATIONS CS 92343V104 12,863 253,461 SH   SOLE   253,461 0 0
PINNACLE FINL PARTNERS INC CS 72346Q104 17,787 246,866 SH   SOLE   246,866 0 0
MARTEN TRANS LTD CS 573075108 4,109 244,297 SH   SOLE   244,297 0 0
CROWN HOLDINGS INC CS 228368106 19,395 210,431 SH   SOLE   210,431 0 0
RUSH ENTERPISES INC CS 781846209 10,007 207,618 SH   SOLE   207,618 0 0
AMERICAN HOMES 4 RENT CS 02665T306 6,998 197,465 SH   SOLE   197,465 0 0
FB FINL CORP CS 30257X104 6,077 154,957 SH   SOLE   154,957 0 0
DOLLAR GEN CORP NEW CS 256677105 32,511 132,459 SH   SOLE   132,459 0 0
PROGRESSIVE CORP OHIO CS 743315103 14,924 128,361 SH   SOLE   128,361 0 0
PIONEER NAT RES CO CS 723787107 26,528 118,919 SH   SOLE   118,919 0 0
SKYLINE CORP CS 830830105 4,070 85,834 SH   SOLE   85,834 0 0
FEDEX CORP CS 31428X106 17,308 76,346 SH   SOLE   76,346 0 0
STONEX GROUP INC COM CS 861896108 5,570 71,341 SH   SOLE   71,341 0 0
ICF INTL INC CS 44925C103 5,633 59,294 SH   SOLE   59,294 0 0
ACADIA HEALTHCARE COMPANY IN CS 00404A109 3,489 51,586 SH   SOLE   51,586 0 0
FEDERAL SIGNAL CORP CS 313855108 1,831 51,438 SH   SOLE   51,438 0 0
HUNT J B TRANS SVCS INC CS 445658107 4,709 29,902 SH   SOLE   29,902 0 0
GENERAC HLDGS INC CS 368736104 3,134 14,885 SH   SOLE   14,885 0 0
AUTOZONE INC CS 053332102 17,421 8,106 SH   SOLE   8,106 0 0
EAGLE MATERIALS INC CS 26969P108 804 7,309 SH   SOLE   7,309 0 0