0001633703-16-000018.txt : 20161109 0001633703-16-000018.hdr.sgml : 20161109 20161109112745 ACCESSION NUMBER: 0001633703-16-000018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161109 DATE AS OF CHANGE: 20161109 EFFECTIVENESS DATE: 20161109 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: 161983187 BUSINESS ADDRESS: STREET 1: 980 N MICHIGAN AVE STREET 2: SUITE 1377 CITY: CHICAGO STATE: IL ZIP: 60611 BUSINESS PHONE: 312-600-9236 MAIL ADDRESS: STREET 1: 980 N MICHIGAN AVE STREET 2: SUITE 1377 CITY: CHICAGO STATE: IL ZIP: 60611 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001633703 XXXXXXXX 09-30-2016 09-30-2016 false 12th Street Asset Management Company, LLC
980 N Michigan Ave Suite 1377 Chicago IL 60611
13F HOLDINGS REPORT 028-16737 N
Andrew Shipman Partner 312-402-1592 /s/Andrew Shipman Chicago IL 11-09-2016 1 34 263610 1 Natixis Global Asset Management, L.P.
INFORMATION TABLE 2 infotable.xml FEDEX CORP COMMON 31428X106 18067 103431 SH DFND 0 103431 0 LKQ CORP COM NEW COMMON 501889208 17226 485785 SH DFND 0 485785 0 LKQ CORP COM NEW COMMON 501889208 14844 418611 SH SOLE 304198 0 114413 WALGREENS BOOTS ALLIA COMMON 931427108 12925 160326 SH DFND 0 160326 0 THOR INDS INC COMMON 885160101 11897 140462 SH DFND 0 140462 0 FEDEX CORP COMMON 31428X106 11465 65634 SH SOLE 65634 0 0 PACKAGING CORP AMER COMMON 695156109 10542 129736 SH DFND 0 129736 0 DOLLAR GENERAL COMMON 256677105 9963 142349 SH DFND 0 142349 0 THOR INDS INC COMMON 885160101 9862 116430 SH SOLE 87008 0 29422 MOBILE MINI INC COMMON 60740F105 9714 321643 SH DFND 0 321643 0 DYCOM INDS INC COMMON 267475101 8868 108437 SH DFND 0 108437 0 APPLE INCORPORATED COMMON 037833100 8651 76524 SH DFND 0 76524 0 MOBILE MINI INC COMMON 60740F105 8345 276327 SH SOLE 202876 0 73451 CLEAN HBRS INC COMMON 184496107 8307 173133 SH DFND 0 173133 0 PACKAGING CORP AMER COMMON 695156109 8073 99351 SH SOLE 79760 0 19591 SWIFT TRANSPORTATION CO COMMON 87074U101 7989 372106 SH DFND 0 372106 0 DYCOM INDS INC COMMON 267475101 7417 90696 SH SOLE 66988 0 23708 WALGREENS BOOTS ALLIA COMMON 931427108 7382 91569 SH SOLE 91569 0 0 SWIFT TRANSPORTATION CO COMMON 87074U101 7219 336221 SH SOLE 233403 0 102818 STONERIDGE INC COMMON 86183P102 7122 387078 SH SOLE 233215 0 153863 CENTERSTATE BANKS INC COMMON 15201P109 6613 372974 SH SOLE 228400 0 144574 TREEHOUSE FOODS INC COMMON 89469A104 6216 71288 SH DFND 0 71288 0 DOLLAR GENERAL COMMON 256677105 6105 87220 SH SOLE 87220 0 0 TREEHOUSE FOODS INC COMMON 89469A104 5838 66959 SH SOLE 45730 0 21229 APPLE INCORPORATED COMMON 037833100 5476 48435 SH SOLE 48435 0 0 ZOETIS COMMON 98978V103 4970 95561 SH DFND 0 95561 0 MARTEN TRANS LTD COMMON 573075108 4104 195448 SH DFND 0 195448 0 ZOETIS COMMON 98978V103 3197 61465 SH SOLE 61465 0 0 MARTEN TRANS LTD COMMON 573075108 3182 151516 SH SOLE 112247 0 39269 WERNER ENTERPRISES IN COMMON 950755108 3052 131175 SH DFND 0 131175 0 AUTOZONE INCORPORATED COMMON 053332102 2907 3929 SH SOLE 3929 0 0 WERNER ENTERPRISES IN COMMON 950755108 2621 112630 SH SOLE 84265 0 28365 STERIS COMMON 859152100 2024 27687 SH SOLE 1735 0 25952 CLEAN HBRS INC COMMON 184496107 1427 29732 SH SOLE 2237 0 27495