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 121,876 1,830,788 SH   SOLE   1,830,788 0 0
BERRY GLOBAL GROUP COM 08579W103 456,863 6,192,231 SH   SOLE   6,192,231 0 0
BORGWARNER INC COM 099724106 118,199 2,622,574 SH   SOLE   2,622,574 0 0
BRP INC. COM 05577W200 351 4,000 SH   SOLE   4,000 0 0
BRUNSWICK CORP COM 117043109 4,548 45,150 SH   SOLE   45,150 0 0
CARMAX INC COM 143130102 63,228 485,514 SH   SOLE   485,514 0 0
COLLIERS INTERNATIONAL GROUP INC COM 194693107 50,268 338,165 SH   SOLE   338,165 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 108,427 938,275 SH   SOLE   938,275 0 0
ENCORE CAPITAL GROUP INC COM 292554102 80,626 1,298,118 SH   SOLE   1,298,118 0 0
EURONET WORLDWIDE INC COM 298736109 140,556 1,179,456 SH   SOLE   1,179,456 0 0
FLOWSERVE COM 34354P105 64,540 2,109,157 SH   SOLE   2,109,157 0 0
GILDAN ACTIVEWEAR INC COM 375916103 158,026 3,727,902 SH   SOLE   3,727,902 0 0
INGERSOLL-RAND INC COM 45687V106 186,668 3,017,106 SH   SOLE   3,017,106 0 0
JELD-WEN HOLDINGS INC COM 47580P103 221,909 8,418,385 SH   SOLE   8,418,385 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 3,579 23,310 SH   SOLE   23,310 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104 1,037 17,013 SH   SOLE   17,013 0 0
MAGNA INTERNATIONAL INC COM 559222401 127,748 1,578,300 SH   SOLE   1,578,300 0 0
MIDDLEBY CORP COM 596278101 220,572 1,121,023 SH   SOLE   1,121,023 0 0
OPEN TEXT CORP COM 683715106 103,745 2,185,016 SH   SOLE   2,185,016 0 0
OSHKOSH CORP COM 688239201 3,376 29,950 SH   SOLE   29,950 0 0
PRA GROUP INC COM 69354N106 132,617 2,641,252 SH   SOLE   2,641,252 0 0
PRESTIGE CONSUMER HEALTHCARE INC COM 74112D101 85,213 1,404,991 SH   SOLE   1,404,991 0 0
SERVICE CORP INTERNATIONAL COM 817565104 155,851 2,195,395 SH   SOLE   2,195,395 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 168,896 2,060,215 SH   SOLE   2,060,215 0 0
TFI INTERNATIONAL INC COM 87241L109 124,104 1,106,986 SH   SOLE   1,106,986 0 0
URBAN OUTFITTERS INC COM 917047102 115,575 3,936,495 SH   SOLE   3,936,495 0 0