0001633703-17-000012.txt : 20170505 0001633703-17-000012.hdr.sgml : 20170505 20170505164741 ACCESSION NUMBER: 0001633703-17-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170505 DATE AS OF CHANGE: 20170505 EFFECTIVENESS DATE: 20170505 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: 17819045 BUSINESS ADDRESS: STREET 1: 102 WOODMONT BLVD STREET 2: SUITE 460 CITY: NASHVILLE STATE: TN ZIP: 37205 BUSINESS PHONE: 615-915-3701 MAIL ADDRESS: STREET 1: 102 WOODMONT BLVD STREET 2: SUITE 460 CITY: NASHVILLE STATE: TN ZIP: 37205 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001633703 XXXXXXXX 03-31-2017 03-31-2017 false 12th Street Asset Management Company, LLC

102 Woodmont Blvd Suite 460 Nashville TN 37205

13F HOLDINGS REPORT 028-16737 N Andrew Shipman 312-402-1592 /s/Andrew Shipman Nashville TN 05-05-2017 1 36 345046 1 Natixis Global Asset Management, L.P. INFORMATION TABLE 2 infotable.xml LKQ CORP COM NEW COMMON 501889208 16975 579949 SH DFND 0 579949 0 LKQ CORP COM NEW COMMON 501889208 16582 566515 SH SOLE 459855 0 106660 CENTERSTATE BANKS INC COMMON 15201P109 14537 561282 SH SOLE 425348 0 135934 STONERIDGE INC COMMON 86183P102 9076 500315 SH SOLE 396230 0 104085 SWIFT TRANSPORTATION CO COMMON 87074U101 9650 469818 SH SOLE 373303 0 96515 SWIFT TRANSPORTATION CO COMMON 87074U101 9190 447410 SH DFND 0 447410 0 MOBILE MINI INC COMMON 60740F105 12409 406858 SH SOLE 323269 0 83589 MOBILE MINI INC COMMON 60740F105 11754 385379 SH DFND 0 385379 0 DOLLAR GENERAL COMMON 256677105 14126 202585 SH DFND 0 202585 0 MARTEN TRANS LTD COMMON 573075108 4735 201937 SH SOLE 165110 0 36827 ENVISION HEALTHCARE COMMON 29414D100 12089 197149 SH SOLE 159595 0 37554 WALGREENS BOOTS ALLIA COMMON 931427108 15921 191709 SH DFND 0 191709 0 ENVISION HEALTHCARE COMMON 29414D100 11480 187213 SH DFND 0 187213 0 MARTEN TRANS LTD COMMON 573075108 3992 170237 SH DFND 0 170237 0 WERNER ENTERPRISES IN COMMON 950755108 4140 158019 SH DFND 0 158019 0 DYCOM INDS INC COMMON 267475101 14401 154932 SH DFND 0 154932 0 DYCOM INDS INC COMMON 267475101 14098 151669 SH SOLE 124463 0 27206 CLEAN HBRS INC COMMON 184496107 8314 149484 SH DFND 0 149484 0 TREEHOUSE FOODS INC COMMON 89469A104 12267 144898 SH DFND 0 144898 0 ZOETIS COMMON 98978V103 6148 115190 SH DFND 0 115190 0 STERIS COMMON 859152100 7741 111443 SH SOLE 87219 0 24224 THOR INDS INC COMMON 885160101 10491 109133 SH DFND 0 109133 0 THOR INDS INC COMMON 885160101 10183 105929 SH SOLE 88186 0 17743 DOLLAR GENERAL COMMON 256677105 7030 94988 SH SOLE 94988 0 0 TREEHOUSE FOODS INC COMMON 89469A104 7974 94191 SH SOLE 74368 0 19823 APPLE INCORPORATED COMMON 037833100 13167 91652 SH DFND 0 91652 0 WALGREENS BOOTS ALLIA COMMON 931427108 7605 91569 SH SOLE 91569 0 0 FEDEX CORP COMMON 31428X106 16795 86061 SH DFND 0 86061 0 PACKAGING CORP AMER COMMON 695156109 7795 85083 SH SOLE 66790 0 18293 CLEAN HBRS INC COMMON 184496107 4752 74423 SH SOLE 48780 0 25643 PACKAGING CORP AMER COMMON 695156109 6479 70717 SH DFND 0 70717 0 WERNER ENTERPRISES IN COMMON 950755108 1792 68401 SH SOLE 41615 0 26786 ZOETIS COMMON 98978V103 3280 61465 SH SOLE 61465 0 0 APPLE INCORPORATED COMMON 037833100 6958 48435 SH SOLE 48435 0 0 FEDEX CORP COMMON 31428X106 9054 46394 SH SOLE 46394 0 0 DST SYSTEMS COMMON 233326107 2066 16863 SH SOLE 14063 0 2800