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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLIANCE DATA SYSTEMS CORP COM 018581108 51,447 458,532 SH   SOLE   458,532 0 0
SMITH (A.O.) CORP COM 831865209 2,237 46,950 SH   SOLE   46,950 0 0
BERRY GLOBAL GROUP COM 08579W103 267,995 5,643,179 SH   SOLE   5,643,179 0 0
BORGWARNER INC COM 099724106 91,842 2,117,151 SH   SOLE   2,117,151 0 0
BRP INC. COM 05577W200 159 3,500 SH   SOLE   3,500 0 0
CARMAX INC COM 143130102 36,322 414,300 SH   SOLE   414,300 0 0
COGENT COMMUNICATIONS HOLDINGS INC COM 19239V302 638 9,700 SH   SOLE   9,700 0 0
DESCARTES SYS GROUP INC COM 249906108 81 1,900 SH   SOLE   1,900 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 50,752 598,350 SH   SOLE   598,350 0 0
F5 NETWORKS INC COM 315616102 2,514 18,000 SH   SOLE   18,000 0 0
FASTENAL CORPORATION COM 311900104 495 13,400 SH   SOLE   13,400 0 0
FLOWSERVE COM 34354P105 836 16,800 SH   SOLE   16,800 0 0
GARDNER DENVER HOLDINGS INC COM 36555P107 126,196 2,446,606 SH   SOLE   2,446,606 0 0
GILDAN ACTIVEWEAR INC COM 375916103 115,355 3,906,352 SH   SOLE   3,906,352 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 2,375 59,050 SH   SOLE   59,050 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104 36,587 1,020,846 SH   SOLE   1,020,846 0 0
MAGNA INTERNATIONAL INC COM 559222401 78,745 1,435,900 SH   SOLE   1,435,900 0 0
MIDDLEBY CORP COM 596278101 116,113 1,060,196 SH   SOLE   1,060,196 0 0
NETSCOUT SYSTEMS INC COM 64115T104 13,144 546,057 SH   SOLE   546,057 0 0
OPEN TEXT CORP COM 683715106 103,087 2,339,166 SH   SOLE   2,339,166 0 0
POLARIS INDUSTRIES INC COM 731068102 2,080 20,450 SH   SOLE   20,450 0 0
PRA GROUP INC COM 69354N106 108,340 2,984,570 SH   SOLE   2,984,570 0 0
PRESTIGE CONSUMER HEALTHCARE INC COM 74112D101 3,424 84,550 SH   SOLE   84,550 0 0
SERVICE CORP INTERNATIONAL COM 817565104 68,126 1,480,037 SH   SOLE   1,480,037 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 140,576 2,289,515 SH   SOLE   2,289,515 0 0
TJX COMPANIES INC COM 872540109 1,053 17,238 SH   SOLE   17,238 0 0
URBAN OUTFITTERS INC COM 917047102 83,317 3,000,247 SH   SOLE   3,000,247 0 0