0001633703-16-000016.txt : 20160811 0001633703-16-000016.hdr.sgml : 20160811 20160811163345 ACCESSION NUMBER: 0001633703-16-000016 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160811 DATE AS OF CHANGE: 20160811 EFFECTIVENESS DATE: 20160811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: 12th Street Asset Management Company, LLC CENTRAL INDEX KEY: 0001633703 IRS NUMBER: 261243140 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16737 FILM NUMBER: 161825062 BUSINESS ADDRESS: STREET 1: 980 N MICHIGAN AVE STREET 2: SUITE 1377 CITY: CHICAGO STATE: IL ZIP: 60611 BUSINESS PHONE: 312-600-9236 MAIL ADDRESS: STREET 1: 980 N MICHIGAN AVE STREET 2: SUITE 1377 CITY: CHICAGO STATE: IL ZIP: 60611 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001633703 XXXXXXXX 06-30-2016 06-30-2016 false 12th Street Asset Management Company, LLC
980 N Michigan Ave Suite 1377 Chicago IL 60611
13F HOLDINGS REPORT 028-16737 N
Andrew Shipman Partner 312-402-1592 /s/Andrew Shipman Chicago IL 08-11-2016 1 32 252418 1 Natixis Global Asset Management, L.P.
INFORMATION TABLE 2 infotable.xml DYCOM INDS INC COMMON 267475101 18096 201602 SH DFND 1 201602 0 0 FEDEX CORP COMMON 31428X106 16021 105551 SH DFND 1 105551 0 0 LKQ CORP COM NEW COMMON 501889208 15822 499116 SH DFND 1 499116 0 0 DYCOM INDS INC COMMON 267475101 14628 162971 SH SOLE 123250 0 39721 WALGREENS BOOTS ALLIA COMMON 931427108 13690 164399 SH DFND 1 164399 0 0 LKQ CORP COM NEW COMMON 501889208 13000 410107 SH SOLE 304198 0 105909 MOBINE MINI INC COMMON 60740F105 11359 327921 SH DFND 1 327921 0 0 THOR INDS INC COMMON 885160101 11266 174025 SH SOLE 130588 0 43437 FEDEX CORP COMMON 31428X106 9962 65634 SH SOLE 65634 0 0 THOR INDS INC COMMON 885160101 9377 144837 SH DFND 1 144837 0 0 MOBILE MINI INC COMMON 60740F105 9364 270337 SH SOLE 202876 0 67461 CLEAN HBRS INC COMMON 184496107 9236 177249 SH DFND 1 177249 0 0 DOLLAR GENERAL COMMON 256677105 9084 96641 SH DFND 1 96641 0 0 PACKAGING CORP AMER COMMON 695156109 8977 134123 SH DFND 1 134123 0 0 WALGREENS BOOTS ALLIA COMMON 931427108 7625 91569 SH SOLE 91569 0 0 TREEHOUSE FOODS INC COMMON 89469A104 7468 72753 SH DFND 1 72753 0 0 TREEHOUSE FOODS INC COMMON 89469A104 6698 65251 SH SOLE 45730 0 19521 PACKAGING CORP AMER COMMON 695156109 6542 97737 SH SOLE 79760 0 17977 SWIFT TRANSPORTATION CO COMMON 87074U101 5847 379440 SH DFND 1 379440 0 0 CENTERSTATE BANKS INC COMMON 15201P109 5708 362396 SH SOLE 228400 0 133996 DOLLAR GENERAL COMMON 256677105 5666 60275 SH SOLE 60275 0 0 STONERIDGE INC COMMON 86183P102 5593 374368 SH SOLE 233215 0 141153 SWIFT TRANSPORTATION CO COMMON 87074U101 5063 328585 SH SOLE 233403 0 95182 ZOETIS COMMON 98978V103 4659 98160 SH DFND 1 98160 0 0 MARTEN TRANS LTD COMMON 573075108 3935 198727 SH DFND 1 198727 0 0 WERNER ENTERPRISES IN COMMON 950755108 3120 135815 SH DFND 1 135815 0 0 AUTOZONE INCORPORATED COMMON 53332102 3004 3784 SH SOLE 3784 0 0 MARTEN TRANS LTD COMMON 573075108 2936 148290 SH SOLE 112247 0 36043 ZOETIS COMMON 98978V103 2917 61465 SH SOLE 61465 0 0 WERNER ENTERPRISES IN COMMON 950755108 2552 111101 SH SOLE 84265 0 26836 STERIS COMMON 859152100 1771 25760 SH SOLE 1735 0 24025 CLEAN HBRS INC COMMON 184496107 1432 27486 SH SOLE 2237 0 25249