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 24,264 1,722,082 SH   SOLE   1,583,806 0 138,276
NUANCE COMMUNICATIONS INC CS 67020Y100 30,836 929,074 SH   SOLE   866,426 0 62,648
LKQ CORP CS 501889208 23,092 832,740 SH   SOLE   745,244 0 87,496
BERRY GLOBAL GROUP INC COM CS 08579W103 31,460 651,074 SH   SOLE   605,668 0 45,406
MARTEN TRANS LTD CS 573075108 8,337 510,851 SH   SOLE   473,078 0 37,773
CROWN HOLDINGS INC CS 228368106 32,855 427,471 SH   SOLE   384,981 0 42,490
GRIFFON CORP CS 398433102 7,785 398,404 SH   SOLE   398,255 0 149
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 15,435 379,247 SH   SOLE   340,602 0 38,645
VERIZON COMMUNICATIONS CS 92343V104 19,513 328,010 SH   SOLE   290,187 0 37,823
CLEAN HARBORS INC CS 184496107 17,970 320,719 SH   SOLE   292,961 0 27,758
PROGRESSIVE CORP OHIO CS 743315103 30,197 318,969 SH   SOLE   281,932 0 37,037
WERNER ENTERPRISES INC CS 950755108 9,047 215,463 SH   SOLE   215,410 0 53
FISERV INC CS 337738108 20,525 199,171 SH   SOLE   178,002 0 21,169
MASCO CORP CS 574599106 10,256 186,036 SH   SOLE   167,218 0 18,818
NEXSTAR BROADCASTING GROUP I CS 65336K103 15,128 168,223 SH   SOLE   152,304 0 15,919
DOLLAR GEN CORP NEW CS 256677105 34,881 166,400 SH   SOLE   150,359 0 16,041
AMERICAN HOMES 4 RENT CS 02665T306 4,386 154,006 SH   SOLE   129,661 0 24,345
MAXIMUS INC CS 577933104 9,873 144,316 SH   SOLE   144,276 0 40
SKYLINE CORP CS 830830105 3,853 143,916 SH   SOLE   143,785 0 131
FEDEX CORP CS 31428X106 31,435 124,975 SH   SOLE   112,001 0 12,974
RUSH ENTERPISES INC CS 781846209 4,659 92,182 SH   SOLE   92,095 0 87
ENERGIZER HLDGS INC NEW CS 29272W109 3,979 82,773 SH   SOLE   82,696 0 77
COMPASS MINERALS INTL INC CS 20451N101 3,270 55,095 SH   SOLE   55,044 0 51
BRINKS CO CS 109696104 1,432 34,846 SH   SOLE   34,813 0 33
PINNACLE FINL PARTNERS INC CS 72346Q104 1,089 30,596 SH   SOLE   30,567 0 29
CASELLA WASTE SYS INC CS 147448104 1,497 26,802 SH   SOLE   26,777 0 25
STERICYCLE INC CS 858912108 1,626 25,789 SH   SOLE   25,766 0 23
KEMPER CORP DEL CS 488401100 1,208 18,071 SH   SOLE   18,054 0 17
GENERAC HLDGS INC CS 368736104 1,835 9,477 SH   SOLE   9,469 0 8