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 |
| GRAPHIC PACKAGING HLDG CO | CS | 388689101 | 34,455 | 1,809,582 | SH | SOLE | 1,674,629 | 0 | 134,953 | ||
| LKQ CORP | CS | 501889208 | 38,090 | 756,953 | SH | SOLE | 682,406 | 0 | 74,547 | ||
| BERRY GLOBAL GROUP INC COM | CS | 08579W103 | 38,430 | 631,246 | SH | SOLE | 576,677 | 0 | 54,569 | ||
| NORTHERN OIL AND GAS INC MN CO | CS | 665531307 | 11,561 | 540,244 | SH | SOLE | 539,794 | 0 | 450 | ||
| MARTEN TRANS LTD | CS | 573075108 | 7,399 | 471,584 | SH | SOLE | 434,430 | 0 | 37,154 | ||
| KNIGHT SWIFT TRANSN HLDGS INC | CS | 499049104 | 22,827 | 446,274 | SH | SOLE | 408,054 | 0 | 38,220 | ||
| MAXIMUS INC | CS | 577933104 | 26,837 | 322,566 | SH | SOLE | 295,643 | 0 | 26,923 | ||
| CLEAN HARBORS INC | CS | 184496107 | 33,076 | 318,438 | SH | SOLE | 289,929 | 0 | 28,509 | ||
| SKECHERS U S A INC | CS | 830566105 | 12,462 | 295,872 | SH | SOLE | 275,999 | 0 | 19,873 | ||
| MASCO CORP | CS | 574599106 | 15,031 | 270,593 | SH | SOLE | 236,901 | 0 | 33,692 | ||
| CROWN HOLDINGS INC | CS | 228368106 | 22,165 | 219,930 | SH | SOLE | 198,159 | 0 | 21,771 | ||
| AMERICAN HOMES 4 RENT | CS | 02665T306 | 8,063 | 211,516 | SH | SOLE | 177,332 | 0 | 34,184 | ||
| HUB GROUP INC | CS | 443320106 | 13,311 | 193,616 | SH | SOLE | 193,485 | 0 | 131 | ||
| WERNER ENTERPRISES INC | CS | 950755108 | 7,287 | 164,600 | SH | SOLE | 164,475 | 0 | 125 | ||
| DOLLAR GEN CORP NEW | CS | 256677105 | 32,682 | 154,057 | SH | SOLE | 138,305 | 0 | 15,752 | ||
| FB FINL CORP | CS | 30257X104 | 6,560 | 152,994 | SH | SOLE | 152,828 | 0 | 166 | ||
| STEELCASE INC | CS | 858155203 | 1,881 | 148,319 | SH | SOLE | 147,968 | 0 | 351 | ||
| PINNACLE FINL PARTNERS INC | CS | 72346Q104 | 13,032 | 138,524 | SH | SOLE | 124,027 | 0 | 14,497 | ||
| PROGRESSIVE CORP OHIO | CS | 743315103 | 12,150 | 134,417 | SH | SOLE | 120,567 | 0 | 13,850 | ||
| FEDEX CORP | CS | 31428X106 | 27,605 | 125,885 | SH | SOLE | 113,184 | 0 | 12,701 | ||
| VERIZON COMMUNICATIONS | CS | 92343V104 | 6,812 | 126,128 | SH | SOLE | 106,169 | 0 | 19,959 | ||
| NATIONAL ENERGY SERVICES REU | CS | G6375R107 | 1,064 | 84,963 | SH | SOLE | 84,763 | 0 | 200 | ||
| SKYLINE CORP | CS | 830830105 | 4,787 | 79,705 | SH | SOLE | 79,520 | 0 | 185 | ||
| PIONEER NAT RES CO | CS | 723787107 | 13,297 | 79,849 | SH | SOLE | 66,937 | 0 | 12,912 | ||
| RUSH ENTERPISES INC | CS | 781846209 | 3,040 | 67,314 | SH | SOLE | 67,157 | 0 | 157 | ||
| STONEX GROUP INC COM | CS | 861896108 | 4,396 | 66,706 | SH | SOLE | 66,549 | 0 | 157 | ||
| ICF INTL INC | CS | 44925C103 | 5,206 | 58,303 | SH | SOLE | 58,162 | 0 | 141 | ||
| ACADIA HEALTHCARE COMPANY IN | CS | 00404A109 | 2,872 | 45,033 | SH | SOLE | 44,928 | 0 | 105 | ||
| AUTOZONE INC | CS | 053332102 | 23,178 | 13,650 | SH | SOLE | 12,017 | 0 | 1,633 | ||
| GENERAC HLDGS INC | CS | 368736104 | 3,395 | 8,307 | SH | SOLE | 8,287 | 0 | 20 | ||