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   2,774,901 43,713 SH   SOLE   43,713 0 0
AMERICAN HOMES 4 RENT CS 02665T306   11,364,098 305,815 SH   SOLE   305,815 0 0
AUTOZONE INC CS 053332102   23,713,926 8,000 SH   SOLE   8,000 0 0
AXALTA COATING SYS LTD CS G0750C108   4,416,507 129,251 SH   SOLE   129,251 0 0
BERRY GLOBAL GROUP INC COM CS 08579W103   22,938,979 389,787 SH   SOLE   389,787 0 0
CLEAN HARBORS INC CS 184496107   58,291,164 257,754 SH   SOLE   257,754 0 0
CONSTRUCTION PARTNERS INC COM CS 21044C107   7,164,381 129,766 SH   SOLE   129,766 0 0
CRH PLC ORD CS G25508105   25,538,263 340,601 SH   SOLE   340,601 0 0
DIAMONDBACK ENERGY INC CS 25278X109   7,101,140 35,472 SH   SOLE   35,472 0 0
EAGLE MATERIALS INC CS 26969P108   8,607,502 39,582 SH   SOLE   39,582 0 0
FB FINL CORP CS 30257X104   4,555,582 116,720 SH   SOLE   116,720 0 0
FEDERAL SIGNAL CORP CS 313855108   5,261,253 62,881 SH   SOLE   62,881 0 0
FEDEX CORP CS 31428X106   14,007,006 46,715 SH   SOLE   46,715 0 0
GRAPHIC PACKAGING HLDG CO CS 388689101   41,160,292 1,570,404 SH   SOLE   1,570,404 0 0
ICF INTL INC CS 44925C103   4,080,275 27,484 SH   SOLE   27,484 0 0
KIRBY CORP CS 497266106   35,569,149 297,078 SH   SOLE   297,078 0 0
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104   14,552,615 291,519 SH   SOLE   291,519 0 0
LKQ CORP CS 501889208   35,301,551 848,799 SH   SOLE   848,799 0 0
LOUISIANA PAC CORP CS 546347105   3,439,830 41,781 SH   SOLE   41,781 0 0
MASCO CORP CS 574599106   16,455,481 246,820 SH   SOLE   246,820 0 0
NORTHERN OIL AND GAS INC MN CO CS 665531307   15,628,312 420,455 SH   SOLE   420,455 0 0
PINNACLE FINL PARTNERS INC CS 72346Q104   18,940,332 236,636 SH   SOLE   236,636 0 0
PPG INDS INC CS 693506107   19,188,854 152,426 SH   SOLE   152,426 0 0
PRIMORIS SVCS CORP CS 74164F103   13,656,589 273,734 SH   SOLE   273,734 0 0
PROGRESSIVE CORP OHIO CS 743315103   27,437,294 132,094 SH   SOLE   132,094 0 0
RB GLOBAL INC COM NPV CS 74935Q107   17,003,728 222,678 SH   SOLE   222,678 0 0
RUSH ENTERPISES INC CS 781846209   16,947,427 404,763 SH   SOLE   404,763 0 0
SPDR SER TR SPDR BLOOMBERG ETF 78468R663   52,808,337 575,380 SH   SOLE   575,380 0 0
STONEX GROUP INC COM CS 861896108   6,893,426 91,534 SH   SOLE   91,534 0 0
VISTEON CORP CS 92839U206   13,245,418 124,137 SH   SOLE   124,137 0 0