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 102,715 1,018,089 SH   SOLE   1,018,089 0 0
BERRY GLOBAL GROUP COM 08579W103 356,211 5,851,031 SH   SOLE   5,851,031 0 0
BORGWARNER INC COM 099724106 110,781 2,563,774 SH   SOLE   2,563,774 0 0
BRP INC. COM 05577W200 227 2,450 SH   SOLE   2,450 0 0
CARMAX INC COM 143130102 61,538 480,914 SH   SOLE   480,914 0 0
COLLIERS INTERNATIONAL GROUP INC COM 194693107 45,601 357,065 SH   SOLE   357,065 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 102,116 831,225 SH   SOLE   831,225 0 0
ENCORE CAPITAL GROUP INC COM 292554102 70,466 1,430,195 SH   SOLE   1,430,195 0 0
EURONET WORLDWIDE INC COM 298736109 87,298 685,877 SH   SOLE   685,877 0 0
FLOWSERVE COM 34354P105 60,354 1,740,812 SH   SOLE   1,740,812 0 0
GILDAN ACTIVEWEAR INC COM 375916103 158,884 4,351,802 SH   SOLE   4,351,802 0 0
INGERSOLL-RAND INC COM 45687V106 154,762 3,070,056 SH   SOLE   3,070,056 0 0
JELD-WEN HOLDINGS INC COM 47580P103 198,638 7,935,985 SH   SOLE   7,935,985 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 4,260 30,310 SH   SOLE   30,310 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104 834 16,313 SH   SOLE   16,313 0 0
MAGNA INTERNATIONAL INC COM 559222401 115,136 1,530,250 SH   SOLE   1,530,250 0 0
MIDDLEBY CORP COM 596278101 189,296 1,110,173 SH   SOLE   1,110,173 0 0
OSHKOSH CORP COM 688239201 2,651 25,900 SH   SOLE   25,900 0 0
OPEN TEXT CORP COM 683715106 102,701 2,107,116 SH   SOLE   2,107,116 0 0
POLARIS INC COM 731068102 1,472 12,300 SH   SOLE   12,300 0 0
PRA GROUP INC COM 69354N106 115,197 2,733,668 SH   SOLE   2,733,668 0 0
PRESTIGE CONSUMER HEALTHCARE INC COM 74112D101 89,961 1,603,295 SH   SOLE   1,603,295 0 0
SERVICE CORP INTERNATIONAL COM 817565104 142,906 2,371,495 SH   SOLE   2,371,495 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 146,282 2,107,815 SH   SOLE   2,107,815 0 0
TFI INTERNATIONAL INC COM 87241L109 107,405 1,051,136 SH   SOLE   1,051,136 0 0
URBAN OUTFITTERS INC COM 917047102 91,006 3,065,195 SH   SOLE   3,065,195 0 0