The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 | 34,755 | 1,915,942 | SH | SOLE | 1,776,512 | 0 | 139,430 | ||
LKQ CORP | CS | 501889208 | 42,453 | 862,518 | SH | SOLE | 774,598 | 0 | 87,920 | ||
BERRY GLOBAL GROUP INC COM | CS | 08579W103 | 45,937 | 704,341 | SH | SOLE | 642,719 | 0 | 61,622 | ||
MARTEN TRANS LTD | CS | 573075108 | 7,801 | 473,093 | SH | SOLE | 434,856 | 0 | 38,237 | ||
KNIGHT SWIFT TRANSN HLDGS INC | CS | 499049104 | 20,348 | 447,610 | SH | SOLE | 408,317 | 0 | 39,293 | ||
CROWN HOLDINGS INC | CS | 228368106 | 37,429 | 366,192 | SH | SOLE | 327,517 | 0 | 38,675 | ||
CLEAN HARBORS INC | CS | 184496107 | 33,783 | 362,709 | SH | SOLE | 328,722 | 0 | 33,987 | ||
VERIZON COMMUNICATIONS | CS | 92343V104 | 17,532 | 312,892 | SH | SOLE | 274,905 | 0 | 37,987 | ||
MASCO CORP | CS | 574599106 | 16,044 | 272,352 | SH | SOLE | 237,710 | 0 | 34,642 | ||
MAXIMUS INC | CS | 577933104 | 23,711 | 269,535 | SH | SOLE | 249,396 | 0 | 20,139 | ||
SKECHERS U S A INC | CS | 830566105 | 13,304 | 266,991 | SH | SOLE | 248,491 | 0 | 18,500 | ||
WERNER ENTERPRISES INC | CS | 950755108 | 8,734 | 196,187 | SH | SOLE | 196,062 | 0 | 125 | ||
PROGRESSIVE CORP OHIO | CS | 743315103 | 18,912 | 192,560 | SH | SOLE | 168,726 | 0 | 23,834 | ||
FISERV INC | CS | 337738108 | 20,308 | 189,989 | SH | SOLE | 168,674 | 0 | 21,315 | ||
DOLLAR GEN CORP NEW | CS | 256677105 | 34,391 | 158,930 | SH | SOLE | 142,735 | 0 | 16,195 | ||
AMERICAN HOMES 4 RENT | CS | 02665T306 | 5,761 | 148,289 | SH | SOLE | 123,835 | 0 | 24,454 | ||
FEDEX CORP | CS | 31428X106 | 37,585 | 125,983 | SH | SOLE | 112,905 | 0 | 13,078 | ||
SKYLINE CORP | CS | 830830105 | 6,681 | 125,353 | SH | SOLE | 125,047 | 0 | 306 | ||
HUB GROUP INC | CS | 443320106 | 6,515 | 98,741 | SH | SOLE | 98,610 | 0 | 131 | ||
RUSH ENTERPISES INC | CS | 781846209 | 3,752 | 86,770 | SH | SOLE | 86,558 | 0 | 212 | ||
AIR TRANS HLDGS INC | CS | 00922R105 | 1,663 | 71,584 | SH | SOLE | 71,412 | 0 | 172 | ||
ICF INTL INC | CS | 44925C103 | 5,112 | 58,178 | SH | SOLE | 58,037 | 0 | 141 | ||
PINNACLE FINL PARTNERS INC | CS | 72346Q104 | 4,332 | 49,060 | SH | SOLE | 48,937 | 0 | 123 | ||
STONEX GROUP INC COM | CS | 861896108 | 2,450 | 40,387 | SH | SOLE | 40,291 | 0 | 96 | ||
NUANCE COMMUNICATIONS INC | CS | 67020Y100 | 1,730 | 31,777 | SH | SOLE | 31,697 | 0 | 80 | ||
ACADIA HEALTHCARE COMPANY IN | CS | 00404A109 | 1,901 | 30,300 | SH | SOLE | 30,228 | 0 | 72 | ||
CASELLA WASTE SYS INC | CS | 147448104 | 1,504 | 23,710 | SH | SOLE | 23,651 | 0 | 59 | ||
KEMPER CORP DEL | CS | 488401100 | 1,560 | 21,107 | SH | SOLE | 21,053 | 0 | 54 | ||
VISTEON CORP | CS | 92839U206 | 1,698 | 14,037 | SH | SOLE | 14,004 | 0 | 33 | ||
AUTOZONE INC | CS | 053332102 | 20,428 | 13,690 | SH | SOLE | 12,006 | 0 | 1,684 | ||
GENERAC HLDGS INC | CS | 368736104 | 3,301 | 7,952 | SH | SOLE | 7,932 | 0 | 20 |