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
AMERICAN HOMES 4 RENT CS 02665T306   11,502,086 341,409 SH   SOLE   341,409 0 0
AUTOZONE INC CS 053332102   19,528,408 7,688 SH   SOLE   7,688 0 0
AXALTA COATING SYS LTD CS G0750C108   4,567,324 169,789 SH   SOLE   169,789 0 0
BERRY GLOBAL GROUP INC COM CS 08579W103   48,260,866 779,533 SH   SOLE   779,533 0 0
CASELLA WASTE SYS INC CS 147448104   4,469,196 58,574 SH   SOLE   58,574 0 0
CLEAN HARBORS INC CS 184496107   44,803,682 267,708 SH   SOLE   267,708 0 0
CONSTRUCTION PARTNERS INC COM CS 21044C107   7,256,246 198,475 SH   SOLE   198,475 0 0
CROWN HOLDINGS INC CS 228368106   12,382,823 139,951 SH   SOLE   139,951 0 0
EAGLE MATERIALS INC CS 26969P108   7,849,420 47,138 SH   SOLE   47,138 0 0
FB FINL CORP CS 30257X104   3,046,261 107,414 SH   SOLE   107,414 0 0
FEDERAL SIGNAL CORP CS 313855108   5,383,823 90,136 SH   SOLE   90,136 0 0
FEDEX CORP CS 31428X106   25,607,643 96,662 SH   SOLE   96,662 0 0
GRAPHIC PACKAGING HLDG CO CS 388689101   36,363,275 1,632,104 SH   SOLE   1,632,104 0 0
HUNT J B TRANS SVCS INC CS 445658107   5,156,182 27,351 SH   SOLE   27,351 0 0
ICF INTL INC CS 44925C103   3,353,202 27,756 SH   SOLE   27,756 0 0
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104   19,808,613 394,987 SH   SOLE   394,987 0 0
LKQ CORP CS 501889208   33,584,356 678,335 SH   SOLE   678,335 0 0
MARTEN TRANS LTD CS 573075108   1,700,362 86,269 SH   SOLE   86,269 0 0
MASCO CORP CS 574599106   12,806,350 239,595 SH   SOLE   239,595 0 0
NORTHERN OIL AND GAS INC MN CO CS 665531307   14,326,466 356,114 SH   SOLE   356,114 0 0
PGT INNOVATIONS INC COM CS 69336V101   7,604,471 274,035 SH   SOLE   274,035 0 0
PINNACLE FINL PARTNERS INC CS 72346Q104   15,029,432 224,186 SH   SOLE   224,186 0 0
PIONEER NAT RES CO CS 723787107   20,031,976 87,266 SH   SOLE   87,266 0 0
PPG INDS INC CS 693506107   21,369,024 164,630 SH   SOLE   164,630 0 0
PROGRESSIVE CORP OHIO CS 743315103   19,001,877 136,410 SH   SOLE   136,410 0 0
RB GLOBAL INC COM NPV CS 74935Q107   18,854,683 301,675 SH   SOLE   301,675 0 0
RUSH ENTERPISES INC CS 781846209   12,821,967 314,033 SH   SOLE   314,033 0 0
SKYLINE CORP CS 830830105   2,176,866 34,163 SH   SOLE   34,163 0 0
SPDR SER TR SPDR BLOOMBERG ETF 78468R663   30,095,273 327,764 SH   SOLE   327,764 0 0
STERICYCLE INC CS 858912108   2,703,390 60,465 SH   SOLE   60,465 0 0
STONEX GROUP INC COM CS 861896108   4,256,145 43,914 SH   SOLE   43,914 0 0
UBER TECHNOLOGIES INC COM CS 90353T100   9,769,518 212,427 SH   SOLE   212,427 0 0
VISTEON CORP CS 92839U206   2,244,190 16,254 SH   SOLE   16,254 0 0