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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACUSHNET HOLDINGS CORP CS 005098108   2,768,515 41,979 SH   SOLE   41,979 0 0
AMERICAN HOMES 4 RENT CS 02665T306   11,638,492 316,435 SH   SOLE   316,435 0 0
AUTOZONE INC CS 053332102   25,810,060 8,189 SH   SOLE   8,189 0 0
AXALTA COATING SYS LTD CS G0750C108   4,268,280 124,114 SH   SOLE   124,114 0 0
BERRY GLOBAL GROUP INC COM CS 08579W103   45,691,039 755,474 SH   SOLE   755,474 0 0
CLEAN HARBORS INC CS 184496107   52,418,392 260,386 SH   SOLE   260,386 0 0
CONSTRUCTION PARTNERS INC COM CS 21044C107   12,686,868 225,946 SH   SOLE   225,946 0 0
CRH PLC ORD CS G25508105   29,970,692 347,446 SH   SOLE   347,446 0 0
EAGLE MATERIALS INC CS 26969P108   13,345,371 49,109 SH   SOLE   49,109 0 0
FB FINL CORP CS 30257X104   4,220,519 112,069 SH   SOLE   112,069 0 0
FEDERAL SIGNAL CORP CS 313855108   5,125,893 60,397 SH   SOLE   60,397 0 0
FEDEX CORP CS 31428X106   26,581,116 91,741 SH   SOLE   91,741 0 0
GRAPHIC PACKAGING HLDG CO CS 388689101   46,235,789 1,584,503 SH   SOLE   1,584,503 0 0
ICF INTL INC CS 44925C103   3,973,168 26,377 SH   SOLE   26,377 0 0
KIRBY CORP CS 497266106   15,300,671 160,519 SH   SOLE   160,519 0 0
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104   16,054,803 291,799 SH   SOLE   291,799 0 0
LKQ CORP CS 501889208   41,680,545 780,388 SH   SOLE   780,388 0 0
LOUISIANA PAC CORP CS 546347105   3,361,602 40,062 SH   SOLE   40,062 0 0
MASCO CORP CS 574599106   19,923,214 252,576 SH   SOLE   252,576 0 0
NORTHERN OIL AND GAS INC MN CO CS 665531307   16,456,804 414,738 SH   SOLE   414,738 0 0
PINNACLE FINL PARTNERS INC CS 72346Q104   20,271,680 236,047 SH   SOLE   236,047 0 0
PPG INDS INC CS 693506107   22,801,485 157,360 SH   SOLE   157,360 0 0
PRIMORIS SVCS CORP CS 74164F103   4,080,207 95,847 SH   SOLE   95,847 0 0
PROGRESSIVE CORP OHIO CS 743315103   28,029,528 135,526 SH   SOLE   135,526 0 0
RB GLOBAL INC COM NPV CS 74935Q107   29,911,353 392,692 SH   SOLE   392,692 0 0
RUSH ENTERPISES INC CS 781846209   21,359,243 399,089 SH   SOLE   399,089 0 0
SPDR SER TR SPDR BLOOMBERG ETF 78468R663   31,431,750 342,394 SH   SOLE   342,394 0 0
STONEX GROUP INC COM CS 861896108   6,178,945 87,944 SH   SOLE   87,944 0 0
VISTEON CORP CS 92839U206   14,938,939 127,021 SH   SOLE   127,021 0 0