0001633703-18-000008.txt : 20180507
0001633703-18-000008.hdr.sgml : 20180507
20180507161106
ACCESSION NUMBER: 0001633703-18-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180507
DATE AS OF CHANGE: 20180507
EFFECTIVENESS DATE: 20180507
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: 18811340
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
03-31-2018
03-31-2018
false
12th Street Asset Management Company, LLC
102 Woodmont Blvd
Suite 460
Nashville
TN
37205
13F HOLDINGS REPORT
028-16737
N
Andrew Shipman
Partner
312-402-1592
/s/Andrew Shipman
Nashville
TN
05-07-2018
1
42
424361
1
028-17474
Balter Liquid Alternatives
INFORMATION TABLE
2
infotable.xml
LKQ CORP
CS
501889208
42375
1116600
SH
SOLE
1116600
0
0
DYCOM INDS INC
CS
267475101
39678
368646
SH
SOLE
368296
0
0
ENVISION HEALTHCARE CORP COM
CS
29414D100
36580
951848
SH
SOLE
951848
0
0
NUANCE COMMUNICATIONS INC
CS
67020Y100
34668
2201140
SH
SOLE
2201140
0
0
DOLLAR GEN CORP NEW
CS
256677105
33729
360549
SH
SOLE
359949
0
0
FEDEX CORP
CS
31428X106
31725
132129
SH
SOLE
131824
0
0
MOBILE MINI INC
CS
60740F105
26174
601564
SH
SOLE
600889
0
0
THOR INDS INC
CS
885160101
24878
216123
SH
SOLE
215716
0
0
PROGRESSIVE CORP OHIO
CS
743315103
18654
306162
SH
SOLE
305357
0
0
KNIGHT SWIFT TRANSN HLDGS INC
CS
499049104
17744
385660
SH
SOLE
385660
0
0
CENTERSTATE BKS FLA INC
CS
15201P109
14968
564190
SH
SOLE
563260
0
0
APPLE INC COM
CS
037833100
11630
69202
SH
SOLE
68967
0
0
MARTEN TRANS LTD
CS
573075108
11362
498348
SH
SOLE
498348
0
0
CLEAN HARBORS INC
CS
184496107
11298
231460
SH
SOLE
231460
0
0
STERIS PLC
CS
G84720104
9828
105265
SH
SOLE
105265
0
0
REPUBLIC SVCS INC
CS
760759100
7857
118632
SH
SOLE
118167
0
0
SPARTAN MTRS INC
CS
846819100
5964
346756
SH
SOLE
346756
0
0
PLANTRONICS INC NEW
CS
727493108
3468
57444
SH
SOLE
57444
0
0
COVENANT TRANS INC
CS
22284P105
2583
86577
SH
SOLE
86577
0
0
GENESEE AND WYO INC
CS
371559105
2204
31139
SH
SOLE
31139
0
0
CASELLA WASTE SYS INC
CS
147448104
2164
92545
SH
SOLE
92545
0
0
HUB GROUP INC
CS
443320106
1931
46149
SH
SOLE
46149
0
0
USA TRUCK INC
CS
902925106
1554
60980
SH
SOLE
60980
0
0
CORE MARK HOLDING CO INC
CS
218681104
1495
70332
SH
SOLE
70332
0
0
CENTERSTATE BKS FLA INC
CS
15201P109
3366
126892
SH
OTR
0
0
126892
NUANCE COMMUNICATIONS INC
CS
67020Y100
3000
190462
SH
OTR
0
0
190462
ENVISION HEALTHCARE CORP COM
CS
29414D100
2778
72286
SH
OTR
0
0
72286
DYCOM INDS INC
CS
267475101
2773
25764
SH
OTR
0
0
25764
LKQ CORP
CS
501889208
2771
73023
SH
OTR
0
0
73023
STERIS PLC
CS
G84720104
2139
22912
SH
OTR
0
0
22912
MOBILE MINI INC
CS
60740F105
2017
46361
SH
OTR
0
0
46361
THOR INDS INC
CS
885160101
1972
17124
SH
OTR
0
0
17124
KNIGHT SWIFT TRANSN HLDGS INC CL A
CS
499049104
1386
30128
SH
OTR
0
0
30128
PLANTRONICS INC NEW
CS
727493108
1241
20560
SH
OTR
0
0
20560
CLEAN HARBORS INC
CS
184496107
1168
23922
SH
OTR
0
0
23922
SPARTAN MTRS INC
CS
846819100
985
57268
SH
OTR
0
0
57268
MARTEN TRANS LTD
CS
573075108
965
42344
SH
OTR
0
0
42344
GENESEE AND WYO INC
CS
371559105
772
10904
SH
OTR
0
0
10904
CASELLA WASTE SYS INC
CS
147448104
771
32987
SH
OTR
0
0
32987
HUB GROUP INC
CS
443320106
671
16022
SH
OTR
0
0
16022
USA TRUCK INC
CS
902925106
543
21292
SH
OTR
0
0
21292
CORE MARK HOLDING CO INC
CS
218681104
532
25004
SH
OTR
0
0
25004