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
FEDEX CORP COMMON 31428X106 18,067 103,431 SH   DFND   0 103,431 0
LKQ CORP COM NEW COMMON 501889208 17,226 485,785 SH   DFND   0 485,785 0
LKQ CORP COM NEW COMMON 501889208 14,844 418,611 SH   SOLE   304,198 0 114,413
WALGREENS BOOTS ALLIA COMMON 931427108 12,925 160,326 SH   DFND   0 160,326 0
THOR INDS INC COMMON 885160101 11,897 140,462 SH   DFND   0 140,462 0
FEDEX CORP COMMON 31428X106 11,465 65,634 SH   SOLE   65,634 0 0
PACKAGING CORP AMER COMMON 695156109 10,542 129,736 SH   DFND   0 129,736 0
DOLLAR GENERAL COMMON 256677105 9,963 142,349 SH   DFND   0 142,349 0
THOR INDS INC COMMON 885160101 9,862 116,430 SH   SOLE   87,008 0 29,422
MOBILE MINI INC COMMON 60740F105 9,714 321,643 SH   DFND   0 321,643 0
DYCOM INDS INC COMMON 267475101 8,868 108,437 SH   DFND   0 108,437 0
APPLE INCORPORATED COMMON 037833100 8,651 76,524 SH   DFND   0 76,524 0
MOBILE MINI INC COMMON 60740F105 8,345 276,327 SH   SOLE   202,876 0 73,451
CLEAN HBRS INC COMMON 184496107 8,307 173,133 SH   DFND   0 173,133 0
PACKAGING CORP AMER COMMON 695156109 8,073 99,351 SH   SOLE   79,760 0 19,591
SWIFT TRANSPORTATION CO COMMON 87074U101 7,989 372,106 SH   DFND   0 372,106 0
DYCOM INDS INC COMMON 267475101 7,417 90,696 SH   SOLE   66,988 0 23,708
WALGREENS BOOTS ALLIA COMMON 931427108 7,382 91,569 SH   SOLE   91,569 0 0
SWIFT TRANSPORTATION CO COMMON 87074U101 7,219 336,221 SH   SOLE   233,403 0 102,818
STONERIDGE INC COMMON 86183P102 7,122 387,078 SH   SOLE   233,215 0 153,863
CENTERSTATE BANKS INC COMMON 15201P109 6,613 372,974 SH   SOLE   228,400 0 144,574
TREEHOUSE FOODS INC COMMON 89469A104 6,216 71,288 SH   DFND   0 71,288 0
DOLLAR GENERAL COMMON 256677105 6,105 87,220 SH   SOLE   87,220 0 0
TREEHOUSE FOODS INC COMMON 89469A104 5,838 66,959 SH   SOLE   45,730 0 21,229
APPLE INCORPORATED COMMON 037833100 5,476 48,435 SH   SOLE   48,435 0 0
ZOETIS COMMON 98978V103 4,970 95,561 SH   DFND   0 95,561 0
MARTEN TRANS LTD COMMON 573075108 4,104 195,448 SH   DFND   0 195,448 0
ZOETIS COMMON 98978V103 3,197 61,465 SH   SOLE   61,465 0 0
MARTEN TRANS LTD COMMON 573075108 3,182 151,516 SH   SOLE   112,247 0 39,269
WERNER ENTERPRISES IN COMMON 950755108 3,052 131,175 SH   DFND   0 131,175 0
AUTOZONE INCORPORATED COMMON 053332102 2,907 3,929 SH   SOLE   3,929 0 0
WERNER ENTERPRISES IN COMMON 950755108 2,621 112,630 SH   SOLE   84,265 0 28,365
STERIS COMMON 859152100 2,024 27,687 SH   SOLE   1,735 0 25,952
CLEAN HBRS INC COMMON 184496107 1,427 29,732 SH   SOLE   2,237 0 27,495