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
NUANCE COMMUNICATIONS INC CS 67020Y100 32,787 1,893,015 SH   SOLE   1,893,015 0 0
LKQ CORP CS 501889208 32,182 1,015,320 SH   SOLE   1,015,320 0 0
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 32,266 937,529 SH   SOLE   937,529 0 0
FEDEX CORP CS 31428X106 30,680 127,438 SH   SOLE   127,438 0 0
PROGRESSIVE CORP OHIO CS 743315103 29,341 413,049 SH   SOLE   413,049 0 0
DOLLAR GEN CORP NEW CS 256677105 28,921 264,593 SH   SOLE   264,593 0 0
PINNACLE FINL PARTNERS INC CS 72346Q104 25,267 413,435 SH   SOLE   413,435 0 0
THOR INDS INC CS 885160101 23,839 278,892 SH   SOLE   278,892 0 0
CLEAN HARBORS INC CS 184496107 23,194 313,796 SH   SOLE   313,796 0 0
FIRST DATA CORP NEW CS 32008D106 23,248 950,048 SH   SOLE   950,048 0 0
PATTERSON UTI ENERGY INC CS 703481101 18,909 1,142,495 SH   SOLE   1,142,495 0 0
GRAPHIC PACKAGING HLDG CO CS 388689101 13,982 1,030,391 SH   SOLE   1,030,391 0 0
INTL PAPER CO CS 460146103 12,319 250,686 SH   SOLE   250,686 0 0
CENTERSTATE BKS FLA INC CS 15201P109 9,396 342,558 SH   SOLE   342,558 0 0
NEXSTAR BROADCASTING GROUP I CS 65336K103 8,949 102,330 SH   SOLE   102,330 0 0
MARTEN TRANS LTD CS 573075108 8,195 446,000 SH   SOLE   446,000 0 0
WERNER ENTERPRISES INC CS 950755108 7,992 231,600 SH   SOLE   231,600 0 0
REPUBLIC SVCS INC CS 760759100 7,691 105,864 SH   SOLE   105,864 0 0
CASELLA WASTE SYS INC CS 147448104 5,297 190,119 SH   SOLE   190,119 0 0
GENESEE AND WYO INC CS 371559105 4,232 35,528 SH   SOLE   35,528 0 0
FIRST AMERN FINL CORP CS 31847R102 4,800 93,130 SH   SOLE   93,130 0 0
PLANTRONICS INC NEW CS 727493108 2,905 48,172 SH   SOLE   48,172 0 0
COVENANT TRANS INC CS 22284P105 2,707 104,385 SH   SOLE   104,385 0 0
KIRBY CORP CS 497266106 1,801 17,083 SH   SOLE   17,083 0 0
GRAPHIC PACKAGING HLDG CO CS 388689101 2,733 163,186 SH   OTR   0 0 163,186
NUANCE COMMUNICATIONS INC CS 67020Y100 2,449 141,381 SH   OTR   0 0 141,381
PATTERSON UTI ENERGY INC CS 703481101 2,313 97,820 SH   OTR   0 0 97,820
CENTERSTATE BKS FLA INC CS 15201P109 2,295 74,349 SH   OTR   0 0 74,349
LKQ CORP CS 501889208 2,286 73,023 SH   OTR   0 0 73,023
KNIGHT SWIFT TRANSN HLDGS INC CL A CS 499049104 2,168 61,131 SH   OTR   0 0 61,131
CASELLA WASTE SYS INC CS 147448104 2,108 48,288 SH   OTR   0 0 48,288
MARTEN TRANS LTD CS 573075108 2,085 42,344 SH   OTR   0 0 42,344
CLEAN HARBORS INC CS 184496107 2,000 38,175 SH   OTR   0 0 38,175
PINNACLE FINL PARTNERS INC CS 72346Q104 1,766 36,049 SH   OTR   0 0 36,049
NEXSTAR BROADCASTING GROUP I CS 65336K103 1,674 28,198 SH   OTR   0 0 28,198
PLANTRONICS INC NEW CS 727493108 1,579 26,188 SH   OTR   0 0 26,188
THOR INDS INC CS 885160101 1,500 23,891 SH   OTR   0 0 23,891
WERNER ENTERPRISES INC CS 950755108 891 19,732 SH   OTR   0 0 19,732
GENESEE AND WYO INC CS 371559105 767 19,409 SH   OTR   0 0 19,409
COVENANT TRANS INC CS 22284P105 698 12,776 SH   OTR   0 0 12,776
KIRBY CORP CS 497266106 371 9,320 SH   OTR   0 0 9,320