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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BERRY GLOBAL GROUP COM 08579W103   376,533,891 6,230,910 SH   SOLE   6,230,910 0 0
BORGWARNER INC COM 099724106   108,716,216 2,701,024 SH   SOLE   2,701,024 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   160,671,908 4,266,381 SH   SOLE   4,266,381 0 0
BRP INC. COM 05577W200   1,511,730 19,800 SH   SOLE   19,800 0 0
BRUNSWICK CORP COM 117043109   112,688,863 1,563,386 SH   SOLE   1,563,386 0 0
BUILDERS FIRSTSOURCE INC. COM 12008R107   956,980 14,750 SH   SOLE   14,750 0 0
CARMAX INC COM 143130102   177,795,086 2,919,939 SH   SOLE   2,919,939 0 0
CELANESE COM 150870103   67,284,144 658,100 SH   SOLE   658,100 0 0
COLLIERS INTERNATIONAL GROUP INC COM 194693107   90,931,286 987,954 SH   SOLE   987,954 0 0
CVS HEALTH CORP COM 126650100   507,886 5,450 SH   SOLE   5,450 0 0
DISCOVER FINANCIAL SERVICES COM 254709108   97,644,612 998,105 SH   SOLE   998,105 0 0
ENCORE CAPITAL GROUP INC COM 292554102   72,272,426 1,507,560 SH   SOLE   1,507,560 0 0
EURONET WORLDWIDE INC COM 298736109   85,368,975 904,524 SH   SOLE   904,524 0 0
FISERV COM 337738108   272,889 2,700 SH   SOLE   2,700 0 0
FLOOR & DECOR COM 339750101   76,249,028 1,095,060 SH   SOLE   1,095,060 0 0
GILDAN ACTIVEWEAR INC COM 375916103   128,670,318 4,695,997 SH   SOLE   4,695,997 0 0
INGERSOLL-RAND INC COM 45687V106   144,192,026 2,759,656 SH   SOLE   2,759,656 0 0
JELD-WEN HOLDINGS INC COM 47580P103   132,776,473 13,759,220 SH   SOLE   13,759,220 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   63,698,017 697,449 SH   SOLE   697,449 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104   3,711,309 70,813 SH   SOLE   70,813 0 0
MAGNA INTERNATIONAL INC COM 559222401   121,162,226 2,156,679 SH   SOLE   2,156,679 0 0
MIDDLEBY CORP COM 596278101   164,539,266 1,228,822 SH   SOLE   1,228,822 0 0
OPEN TEXT CORP COM 683715106   126,105,129 4,254,559 SH   SOLE   4,254,559 0 0
OSHKOSH CORP COM 688239201   3,157,202 35,800 SH   SOLE   35,800 0 0
PRESTIGE CONSUMER HEALTHCARE COM 74112D101   350,560 5,600 SH   SOLE   5,600 0 0
REVOLVE GROUP INC COM 76156B107   2,855,936 128,299 SH   SOLE   128,299 0 0
SERVICE CORP INTERNATIONAL COM 817565104   94,337,796 1,364,446 SH   SOLE   1,364,446 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100   136,183,442 2,615,894 SH   SOLE   2,615,894 0 0
SYNCHRONY FINANCIAL COM 87165B103   223,448 6,800 SH   SOLE   6,800 0 0
TFI INTERNATIONAL INC COM 87241L109   158,026,957 1,576,486 SH   SOLE   1,576,486 0 0
URBAN OUTFITTERS INC COM 917047102   125,225,451 5,250,543 SH   SOLE   5,250,543 0 0
VONTIER COM 928881101   1,111,475 57,500 SH   SOLE   57,500 0 0
WEST FRASER TIMBER CO. LTD. COM 952845105   1,153,026 15,950 SH   SOLE   15,950 0 0