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
ADVANCE AUTO PARTS INC COM 00751Y106 15,431 91,673 SH   SOLE   68,923 22,750 0
AERCAP HOLDINGS NV SHS N00985106 12,705 220,879 SH   SOLE   171,642 49,237 0
CREDIT ACCEP CORP MICH COM 225310101 29,402 67,118 SH   SOLE   50,882 16,236 0
LEAR CORP COM NEW 521865204 16,844 116,167 SH   SOLE   88,034 28,133 0
MASTEC INC COM 576323109 12,462 279,100 SH   SOLE   211,512 67,588 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 10,912 134,055 SH   SOLE   103,564 30,491 0
REV GROUP INC COM 749527107 13,118 835,569 SH   SOLE   629,200 206,369 0
SYNCHRONY FINL COM 87165B103 14,547 468,035 SH   SOLE   352,091 115,944 0
SYNEOS HEALTH INC CL A 87166B102 8,660 167,988 SH   SOLE   126,450 41,538 0