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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 8,398 49,247 SH   SOLE   41,216 8,031 0
BANK AMER CORP COM 060505104 4,578 165,930 SH   SOLE   165,930 0 0
CREDIT ACCEP CORP MICH COM 225310101 25,063 55,457 SH   SOLE   46,830 8,627 0
FRONTDOOR INC COM 35905A109 9,084 263,928 SH   SOLE   222,840 41,088 0
LEAR CORP COM NEW 521865204 11,458 84,427 SH   SOLE   67,169 17,258 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 12,129 129,725 SH   SOLE   109,482 20,243 0
MASTEC INC COM 576323109 16,868 350,676 SH   SOLE   296,533 54,143 0
REV GROUP INC COM 749527107 9,882 902,484 SH   SOLE   760,961 141,523 0
SYNCHRONY FINL COM 87165B103 13,994 438,670 SH   SOLE   351,546 87,124 0
SYNEOS HEALTH INC CL A 87166B102 7,189 138,891 SH   SOLE   116,936 21,955 0