The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ASTEC INDUSTRIES INC CMN | COM | 046224101 | 30,461 | 520,701 | SH | SOLE | 520,701 | 0 | 0 | ||
| ATLAS AIR WORLDWIDE HOLDINGS CMN | COM | 049164205 | 25,075 | 427,534 | SH | SOLE | 427,534 | 0 | 0 | ||
| CANADA GOOSE HOLDINGS INC. CMN REG OFFER 23239401 TORONTO WHEN ISSUED | COM | 135086106 | 2,367 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| E.L.F. BEAUTY INC CMN | COM | 26856L103 | 3,347 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| EXTENDED STAY AMERICA, INC. CMN | COM | 30224P200 | 2,850 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| HEARTLAND EXPRESS INC CMN | COM | 422347104 | 13,648 | 584,763 | SH | SOLE | 584,763 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS, INC. CMN | COM | 42806J106 | 7,835 | 354,506 | SH | SOLE | 354,506 | 0 | 0 | ||
| HUB GROUP, INC CMN CLASS A | CL A | 443320106 | 22,158 | 462,582 | SH | SOLE | 462,582 | 0 | 0 | ||
| J B HUNT TRANS SVCS INC CMN | COM | 445658107 | 19,035 | 165,554 | SH | SOLE | 165,554 | 0 | 0 | ||
| J.C. PENNEY CO INC (HLDING CO) CMN | COM | 708160106 | 4,740 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. CMN | COM | 499049104 | 8,292 | 136,311 | SH | SOLE | 136,311 | 0 | 0 | ||
| LULULEMON ATHLETICA INC. CMN | COM | 550021109 | 15,718 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MACY'S INC. CMN | COM | 55616P104 | 2,519 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NORDSTROM INC CMN | COM | 655664100 | 8,292 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| PROLOGIS INC CMN | COM | 74340W103 | 16,359 | 253,591 | SH | SOLE | 253,591 | 0 | 0 | ||
| REXFORD INDL RLTY INC CMN | COM | 76169C100 | 15,446 | 529,696 | SH | SOLE | 529,696 | 0 | 0 | ||
| REXNORD HOLDINGS INC CMN | COM | 76169B102 | 18,503 | 711,111 | SH | SOLE | 711,111 | 0 | 0 | ||
| SCHNEIDER NATIONAL, INC. CMN | COM | 80689H102 | 15,417 | 539,826 | SH | SOLE | 539,826 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED CMN | COM | G81276100 | 19,793 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| THE MOSAIC COMPANY CMN | COM | 61945C103 | 9,227 | 359,585 | SH | SOLE | 359,585 | 0 | 0 | ||
| WEIGHT WATCHERS INTERNATIONAL, INC. CMN | COM | 948626106 | 18,124 | 409,303 | SH | SOLE | 409,303 | 0 | 0 | ||
| WERNER ENTERPRISES INC. CMN | COM | 950755108 | 18,030 | 466,491 | SH | SOLE | 466,491 | 0 | 0 | ||
| YRC WORLDWIDE INC CMN | COM | 984249607 | 6,026 | 419,064 | SH | SOLE | 419,064 | 0 | 0 | ||