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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARCBEST CORP COM 03937C105   39,507,992 565,450 SH   SOLE   565,450 0 0
ATS CORP COM 00217Y104   182,692,862 6,973,010 SH   SOLE   6,973,010 0 0
BORGWARNER INC COM 099724106   34,846,477 792,686 SH   SOLE   792,686 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   183,123,360 3,283,546 SH   SOLE   3,283,546 0 0
BRP INC. COM 05577W200   104,404,602 1,717,746 SH   SOLE   1,717,746 0 0
BRUNSWICK CORP COM 117043109   185,054,343 2,926,223 SH   SOLE   2,926,223 0 0
BUILDERS FIRSTSOURCE INC. COM 12008R107   6,855,475 56,540 SH   SOLE   56,540 0 0
CARMAX INC COM 143130102   121,484,493 2,707,477 SH   SOLE   2,707,477 0 0
CELANESE COM 150870103   215,254,559 5,115,365 SH   SOLE   5,115,365 0 0
CLEARWATER PAPER CORP COM 18538R103   253,272 12,200 SH   SOLE   12,200 0 0
COGENT COMMUNICATIONS HOLDINGS COM 19239V302   176,560,831 4,603,933 SH   SOLE   4,603,933 0 0
COLLIERS INTERNATIONAL GROUP INC COM 194693107   127,488,136 816,133 SH   SOLE   816,133 0 0
DOCEBO INC COM 25609L105   265,101 9,700 SH   SOLE   9,700 0 0
ENCORE CAPITAL GROUP INC COM 292554102   81,288,233 1,947,490 SH   SOLE   1,947,490 0 0
ENSIGN GROUP INC COM 29358P101   78,840,480 456,332 SH   SOLE   456,332 0 0
EURONET WORLDWIDE INC COM 298736109   83,888,932 955,346 SH   SOLE   955,346 0 0
FISERV INC COM 337738108   100,236,629 777,450 SH   SOLE   777,450 0 0
FLOOR & DECOR COM 339750101   158,824,311 2,155,011 SH   SOLE   2,155,011 0 0
GILDAN ACTIVEWEAR INC COM 375916103   85,252,399 1,474,955 SH   SOLE   1,474,955 0 0
INGERSOLL-RAND INC COM 45687V106   148,620,987 1,798,850 SH   SOLE   1,798,850 0 0
ITT INC COM 45073V108   4,694,953 26,264 SH   SOLE   26,264 0 0
JELD-WEN HOLDINGS INC COM 47580P103   81,631,485 16,625,557 SH   SOLE   16,625,557 0 0
KINSALE CAPITAL GROUP INC COM 49714P108   96,074,739 225,920 SH   SOLE   225,920 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104   6,843,646 173,213 SH   SOLE   173,213 0 0
LULU S FASHION LOUNGE COM 55003A108   17,240 3,668 SH   SOLE   3,668 0 0
MAGNA INTERNATIONAL INC COM 559222401   92,388,726 1,949,952 SH   SOLE   1,949,952 0 0
MAGNERA CORPORATION COM 55939A107   3,688,671 314,733 SH   SOLE   314,733 0 0
MEDPACE HLDGS INC COM 58506Q109   2,467,968 4,800 SH   SOLE   4,800 0 0
MIDDLEBY CORP COM 596278101   194,318,403 1,461,810 SH   SOLE   1,461,810 0 0
OPEN TEXT CORP COM 683715106   1,987,121 53,160 SH   SOLE   53,160 0 0
PATRICK INDUSTRIES INC COM 703343103   4,907,754 47,450 SH   SOLE   47,450 0 0
PENNANT GROUP COM 70805E109   302,640 12,000 SH   SOLE   12,000 0 0
SERVICE CORP INTERNATIONAL COM 817565104   110,852,785 1,332,045 SH   SOLE   1,332,045 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100   81,494,905 918,149 SH   SOLE   918,149 0 0
SYNCHRONY FINANCIAL COM 87165B103   1,775,540 24,990 SH   SOLE   24,990 0 0
TENNANT CO COM 880345103   429,618 5,300 SH   SOLE   5,300 0 0
TFI INTERNATIONAL INC COM 87241L109   160,333,220 1,820,727 SH   SOLE   1,820,727 0 0
VONTIER COM 928881101   75,714,803 1,804,022 SH   SOLE   1,804,022 0 0
WEST FRASER TIMBER CO. LTD. COM 952845105   1,179,453 17,350 SH   SOLE   17,350 0 0
WEX INC COM 96208T104   93,289,266 592,200 SH   SOLE   592,200 0 0
WILLSCOT HOLDINGS COM 971378104   184,297,625 8,730,347 SH   SOLE   8,730,347 0 0