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 356,357 6,521,910 SH   SOLE   6,521,910 0 0
BORGWARNER INC COM 099724106 97,855 2,932,424 SH   SOLE   2,932,424 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108 132,021 3,562,360 SH   SOLE   3,562,360 0 0
BRP INC. COM 05577W200 1,316 21,400 SH   SOLE   21,400 0 0
BRUNSWICK CORP COM 117043109 110,394 1,688,500 SH   SOLE   1,688,500 0 0
CARMAX INC COM 143130102 94,921 1,049,080 SH   SOLE   1,049,080 0 0
COLLIERS INTERNATIONAL GROUP INC COM 194693107 58,192 530,415 SH   SOLE   530,415 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 90,578 957,685 SH   SOLE   957,685 0 0
ENCORE CAPITAL GROUP INC COM 292554102 64,103 1,109,621 SH   SOLE   1,109,621 0 0
EURONET WORLDWIDE INC COM 298736109 74,500 740,631 SH   SOLE   740,631 0 0
FLOWSERVE COM 34354P105 47,649 1,664,307 SH   SOLE   1,664,307 0 0
GILDAN ACTIVEWEAR INC COM 375916103 115,167 4,001,649 SH   SOLE   4,001,649 0 0
INGERSOLL-RAND INC COM 45687V106 140,600 3,341,256 SH   SOLE   3,341,256 0 0
JELD-WEN HOLDINGS INC COM 47580P103 192,285 13,179,207 SH   SOLE   13,179,207 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 4,611 41,760 SH   SOLE   41,760 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104 3,806 82,213 SH   SOLE   82,213 0 0
MAGNA INTERNATIONAL INC COM 559222401 120,127 2,188,104 SH   SOLE   2,188,104 0 0
MIDDLEBY CORP COM 596278101 152,278 1,214,722 SH   SOLE   1,214,722 0 0
OPEN TEXT CORP COM 683715106 101,503 2,682,418 SH   SOLE   2,682,418 0 0
OSHKOSH CORP COM 688239201 3,191 38,850 SH   SOLE   38,850 0 0
PRA GROUP INC COM 69354N106 72,361 1,990,136 SH   SOLE   1,990,136 0 0
PRESTIGE CONSUMER HEALTHCARE INC COM 74112D101 2,179 37,065 SH   SOLE   37,065 0 0
SERVICE CORP INTERNATIONAL COM 817565104 111,377 1,611,356 SH   SOLE   1,611,356 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 110,807 1,908,165 SH   SOLE   1,908,165 0 0
TFI INTERNATIONAL INC COM 87241L109 189,548 2,361,086 SH   SOLE   2,361,086 0 0
URBAN OUTFITTERS INC COM 917047102 134,257 7,194,907 SH   SOLE   7,194,907 0 0