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
BERRY GLOBAL GROUP COM 08579W103   337,192,487 5,724,830 SH   SOLE   5,724,830 0 0
BORGWARNER INC COM 099724106   114,311,333 2,327,659 SH   SOLE   2,327,659 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   149,926,639 4,944,810 SH   SOLE   4,944,810 0 0
BRP INC. COM 05577W200   1,544,450 19,750 SH   SOLE   19,750 0 0
BRUNSWICK CORP COM 117043109   127,587,736 1,555,948 SH   SOLE   1,555,948 0 0
BUILDERS FIRSTSOURCE INC. COM 12008R107   1,913,209 21,550 SH   SOLE   21,550 0 0
CARMAX INC COM 143130102   197,702,075 3,075,639 SH   SOLE   3,075,639 0 0
CELANESE COM 150870103   80,944,035 743,356 SH   SOLE   743,356 0 0
COLLIERS INTERNATIONAL GROUP INC COM 194693107   113,465,195 1,074,990 SH   SOLE   1,074,990 0 0
CVS HEALTH CORP COM 126650100   2,374,205 31,950 SH   SOLE   31,950 0 0
DISCOVER FINANCIAL SERVICES COM 254709108   121,652,766 1,230,805 SH   SOLE   1,230,805 0 0
DOCEBO INC COM 25609L105   36,666 900 SH   SOLE   900 0 0
ENCORE CAPITAL GROUP INC COM 292554102   105,968,510 2,100,466 SH   SOLE   2,100,466 0 0
EURONET WORLDWIDE INC COM 298736109   86,997,886 777,461 SH   SOLE   777,461 0 0
FISERV COM 337738108   1,209,421 10,700 SH   SOLE   10,700 0 0
FLOOR & DECOR COM 339750101   109,953,361 1,119,460 SH   SOLE   1,119,460 0 0
GILDAN ACTIVEWEAR INC COM 375916103   165,141,790 4,975,649 SH   SOLE   4,975,649 0 0
INGERSOLL-RAND INC COM 45687V106   156,522,236 2,690,310 SH   SOLE   2,690,310 0 0
JELD-WEN HOLDINGS INC COM 47580P103   176,605,987 13,949,920 SH   SOLE   13,949,920 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   85,349,916 780,949 SH   SOLE   780,949 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104   4,066,009 71,863 SH   SOLE   71,863 0 0
LULU S FASHION LOUNGE COM 55003A108   66,640 28,000 SH   SOLE   28,000 0 0
MAGNA INTERNATIONAL INC COM 559222401   117,507,349 2,193,529 SH   SOLE   2,193,529 0 0
MIDDLEBY CORP COM 596278101   181,242,507 1,236,222 SH   SOLE   1,236,222 0 0
OPEN TEXT CORP COM 683715106   139,508,942 3,618,909 SH   SOLE   3,618,909 0 0
OSHKOSH CORP COM 688239201   2,932,095 35,250 SH   SOLE   35,250 0 0
PENNANT GROUP COM 70805E109   102,816 7,200 SH   SOLE   7,200 0 0
PRESTIGE CONSUMER HEALTHCARE COM 74112D101   958,239 15,300 SH   SOLE   15,300 0 0
REVOLVE GROUP INC COM 76156B107   3,332,184 126,699 SH   SOLE   126,699 0 0
SERVICE CORP INTERNATIONAL COM 817565104   110,555,253 1,607,375 SH   SOLE   1,607,375 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100   149,755,278 2,651,944 SH   SOLE   2,651,944 0 0
SYNCHRONY FINANCIAL COM 87165B103   316,972 10,900 SH   SOLE   10,900 0 0
TENNANT COM 880345103   41,118 600 SH   SOLE   600 0 0
TFI INTERNATIONAL INC COM 87241L109   169,947,214 1,424,656 SH   SOLE   1,424,656 0 0
URBAN OUTFITTERS INC COM 917047102   143,935,906 5,192,493 SH   SOLE   5,192,493 0 0
VONTIER COM 928881101   65,661,603 2,401,668 SH   SOLE   2,401,668 0 0
WEST FRASER TIMBER CO. LTD. COM 952845105   1,577,966 22,150 SH   SOLE   22,150 0 0