0001633703-17-000015.txt : 20170814 0001633703-17-000015.hdr.sgml : 20170814 20170814144624 ACCESSION NUMBER: 0001633703-17-000015 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170814 DATE AS OF CHANGE: 20170814 EFFECTIVENESS DATE: 20170814 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: 171029428 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 06-30-2017 06-30-2017 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 08-14-2017 0 20 388721 INFORMATION TABLE 2 infotable.xml LKQ CORP COM NEW COMMON 501889208 37935 1151284 SH SOLE 1044624 0 106660 MOBILE MINI INC COMMON 60740F105 29299 981551 SH SOLE 879593 0 101958 NUANCE COMMUNICATIONS COMMON 67020Y100 28490 1636413 SH SOLE 1475803 0 160610 FEDEX CORP COMMON 31428X106 27744 127658 SH SOLE 127658 0 0 DYCOM INDS INC COMMON 267475101 27559 307858 SH SOLE 280652 0 27206 TREEHOUSE FOODS INC COMMON 89469A104 27113 331905 SH SOLE 302952 0 28953 ENVISION HEALTHCARE COMMON 29414D100 24199 386129 SH SOLE 348575 0 37554 DOLLAR GENERAL COMMON 256677105 23490 325846 SH SOLE 325846 0 0 THOR INDS INC COMMON 885160101 22580 216037 SH SOLE 198294 0 17743 WALGREENS BOOTS ALLIA COMMON 931427108 21015 268353 SH SOLE 268353 0 0 APPLE INCORPORATED COMMON 037833100 20362 141381 SH SOLE 141381 0 0 PACKAGING CORP AMER COMMON 695156109 16234 145740 SH SOLE 127447 0 18293 CENTERSTATE BANKS INC COMMON 15201P109 13930 560334 SH SOLE 424400 0 135934 SWIFT TRANSPORTATION CO COMMON 87074U101 13753 518975 SH SOLE 474480 0 44495 CLEAN HBRS INC COMMON 184496107 12076 216295 SH SOLE 190652 0 25643 ZOETIS COMMON 98978V103 11056 177241 SH SOLE 177241 0 0 MARTEN TRANS LTD COMMON 573075108 9627 351346 SH SOLE 314519 0 36827 STERIS COMMON 859152100 8465 103863 SH SOLE 79639 0 24224 DST SYSTEMS COMMON 233326107 7104 115137 SH SOLE 85117 0 30020 WERNER ENTERPRISES IN COMMON 950755108 6690 227940 SH SOLE 201154 0 26786