12th Street Asset Management 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
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	(x$1000)	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