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
GRAPHIC PACKAGING HLDG CO CS 388689101 14,988 1,408,621 SH   SOLE   1,408,621 0 0
NUANCE COMMUNICATIONS INC CS 67020Y100 16,274 1,230,104 SH   SOLE   1,230,104 0 0
FIRST DATA CORP NEW CS 32008D106 22,982 1,359,061 SH   SOLE   1,359,061 0 0
LKQ CORP CS 501889208 25,710 1,083,447 SH   SOLE   1,083,447 0 0
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 20,700 825,679 SH   SOLE   825,679 0 0
INTL PAPER CO CS 460146103 20,898 517,802 SH   SOLE   517,802 0 0
MARTEN TRANS LTD CS 573075108 6,622 408,979 SH   SOLE   408,979 0 0
PINNACLE FINL PARTNERS INC CS 72346Q104 17,627 382,373 SH   SOLE   382,373 0 0
PROGRESSIVE CORP OHIO CS 743315103 22,657 375,568 SH   SOLE   375,568 0 0
BEACON ROOFING SUPPLY INC CS 073685109 10,052 316,905 SH   SOLE   316,905 0 0
CENTERSTATE BKS FLA INC CS 15201P109 4,721 224,394 SH   SOLE   224,394 0 0
DYCOM INDS INC CS 267475101 12,114 224,163 SH   SOLE   224,163 0 0
FIRST AMERN FINL CORP CS 31847R102 9,246 207,132 SH   SOLE   207,132 0 0
DOLLAR GEN CORP NEW CS 256677105 24,796 229,424 SH   SOLE   229,424 0 0
WERNER ENTERPRISES INC CS 950755108 6,056 205,009 SH   SOLE   205,009 0 0
HANESBRANDS INC CS 410345102 1,722 137,464 SH   SOLE   137,464 0 0
SKYLINE CORP CS 830830105 1,306 88,912 SH   SOLE   88,912 0 0
CLEAN HARBORS INC CS 184496107 5,680 115,112 SH   SOLE   115,112 0 0
FEDEX CORP CS 31428X106 20,506 127,110 SH   SOLE   127,110 0 0
CROWN HOLDINGS INC CS 228368106 2,774 66,721 SH   SOLE   66,721 0 0
CASELLA WASTE SYS INC CS 147448104 1,101 38,657 SH   SOLE   38,657 0 0
GENESEE AND WYO INC CS 371559105 2,593 35,037 SH   SOLE   35,037 0 0
RUSH ENTERPISES INC CS 781846209 1,222 35,446 SH   SOLE   35,446 0 0
PLANTRONICS INC NEW CS 727493108 1,085 32,783 SH   SOLE   32,783 0 0
AVNET INC CS 053807103 1,086 30,095 SH   SOLE   30,095 0 0
KEMPER CORP DEL CS 488401100 1,795 27,045 SH   SOLE   27,045 0 0
NEXSTAR BROADCASTING GROUP I CS 65336K103 1,184 15,061 SH   SOLE   15,061 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 2,341 15,932 SH   SOLE   15,932 0 0
ISHARES TR RUSEL 2500 ETF ETF 46435G268 203 5,306 SH   SOLE   5,306 0 0
GRAPHIC PACKAGING HLDG CO CS 388689101 2,144 201,549 SH   OTR   0 0 201,549
NUANCE COMMUNICATIONS INC CS 67020Y100 1,914 144,670 SH   OTR   0 0 144,670
LKQ CORP CS 501889208 2,419 101,922 SH   OTR   0 0 101,922
HANESBRANDS INC CS 410345102 965 77,020 SH   OTR   0 0 77,020
KNIGHT SWIFT TRANSN HLDGS INC CL A CS 499049104 1,536 61,275 SH   OTR   0 0 61,275
SKYLINE CORP CS 830830105 701 47,729 SH   OTR   0 0 47,729
PINNACLE FINL PARTNERS INC CS 72346Q104 2,127 46,130 SH   OTR   0 0 46,130
MARTEN TRANS LTD CS 573075108 716 44,246 SH   OTR   0 0 44,246
CENTERSTATE BKS FLA INC CS 15201P109 857 40,717 SH   OTR   0 0 40,717
BEACON ROOFING SUPPLY INC CS 073685109 1,284 40,464 SH   OTR   0 0 40,464
FIRST AMERN FINL CORP CS 31847R102 1,313 29,409 SH   OTR   0 0 29,409
CASELLA WASTE SYS INC CS 147448104 648 22,729 SH   OTR   0 0 22,729
CLEAN HARBORS INC CS 184496107 995 20,155 SH   OTR   0 0 20,155
WERNER ENTERPRISES INC CS 950755108 589 19,935 SH   OTR   0 0 19,935
GENESEE AND WYO INC CS 371559105 1,473 19,900 SH   OTR   0 0 19,900
RUSH ENTERPISES INC CS 781846209 653 18,942 SH   OTR   0 0 18,942
PLANTRONICS INC NEW CS 727493108 591 17,852 SH   OTR   0 0 17,852
DYCOM INDS INC CS 267475101 934 17,291 SH   OTR   0 0 17,291
AVNET INC CS 053807103 597 16,524 SH   OTR   0 0 16,524
KEMPER CORP DEL CS 488401100 995 14,989 SH   OTR   0 0 14,989
NEXSTAR BROADCASTING GROUP I CS 65336K103 646 8,215 SH   OTR   0 0 8,215