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
ACADIA HEALTHCARE COMPANY IN CS 00404A109   9,146,740 111,112 SH   SOLE   111,112 0 0
AMERICAN HOMES 4 RENT CS 02665T306   7,841,320 260,163 SH   SOLE   260,163 0 0
AUTOZONE INC CS 053332102   19,063,966 7,730 SH   SOLE   7,730 0 0
AXALTA COATING SYS LTD CS G0750C108   2,177,456 85,491 SH   SOLE   85,491 0 0
BERRY GLOBAL GROUP INC CS 08579W103   51,271,245 848,440 SH   SOLE   848,440 0 0
CLEAN HARBORS INC CS 184496107   41,771,423 366,031 SH   SOLE   366,031 0 0
CROWN HLDGS INC CS 228368106   16,434,799 199,912 SH   SOLE   199,912 0 0
DOLLAR GEN CORP NEW CS 256677105   35,219,009 143,021 SH   SOLE   143,021 0 0
EAGLE MATLS INC CS 26969P108   2,541,952 19,134 SH   SOLE   19,134 0 0
FEDERAL SIGNAL CORP CS 313855108   3,234,266 69,599 SH   SOLE   69,599 0 0
FEDEX CORP CS 31428X106   12,252,666 70,743 SH   SOLE   70,743 0 0
GRAPHIC PACKAGING HLDG CO CS 388689101   36,371,513 1,634,675 SH   SOLE   1,634,675 0 0
HUNT J B TRANS SVCS INC CS 445658107   4,828,423 27,692 SH   SOLE   27,692 0 0
ICF INTL INC CS 44925C103   3,730,916 37,667 SH   SOLE   37,667 0 0
ISHARES TR ETF 464287689   453,277 2,054 SH   SOLE   2,054 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CS 499049104   24,023,743 458,381 SH   SOLE   458,381 0 0
LKQ CORP CS 501889208   30,003,001 561,749 SH   SOLE   561,749 0 0
MARTEN TRANS LTD CS 573075108   3,870,214 195,663 SH   SOLE   195,663 0 0
MASCO CORP CS 574599106   11,243,097 240,906 SH   SOLE   240,906 0 0
NORTHERN OIL AND GAS INC MN CS 665531307   8,204,346 266,202 SH   SOLE   266,202 0 0
PGT INNOVATIONS INC CS 69336V101   3,144,311 175,073 SH   SOLE   175,073 0 0
PINNACLE FINL PARTNERS INC CS 72346Q104   17,101,924 232,996 SH   SOLE   232,996 0 0
PIONEER NAT RES CO CS 723787107   16,159,140 70,752 SH   SOLE   70,752 0 0
PROGRESSIVE CORP CS 743315103   15,770,412 121,582 SH   SOLE   121,582 0 0
RUSH ENTERPRISES INC CS 781846209   10,894,420 208,386 SH   SOLE   208,386 0 0
SKYLINE CHAMPION CORPORATION CS 830830105   4,426,254 85,930 SH   SOLE   85,930 0 0
SPDR SER TR ETF 78468R663   62,872,663 687,358 SH   SOLE   687,358 0 0
STONEX GROUP INC CS 861896108   3,415,266 35,837 SH   SOLE   35,837 0 0