The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ABM Industries | COM | 000957100 | 21,879 | 524,550 | SH | SOLE | 524,550 | 0 | 0 | ||
| American Int'l Group | COM | 026874784 | 21,069 | 343,200 | SH | SOLE | 343,200 | 0 | 0 | ||
| Analog Devices | COM | 032654105 | 1,918 | 22,254 | SH | SOLE | 22,254 | 0 | 0 | ||
| Aon plc | COM | G0408V102 | 29,709 | 203,350 | SH | SOLE | 203,350 | 0 | 0 | ||
| Beacon Roofing Supply | COM | 073685109 | 35,944 | 701,350 | SH | SOLE | 701,350 | 0 | 0 | ||
| D.R. Horton Inc. | COM | 23331A109 | 38,097 | 954,100 | SH | SOLE | 954,100 | 0 | 0 | ||
| Ecolab Inc. | COM | 278865100 | 20,489 | 159,310 | SH | SOLE | 159,310 | 0 | 0 | ||
| Fastenal Co. | COM | 311900104 | 20,334 | 446,125 | SH | SOLE | 446,125 | 0 | 0 | ||
| First Data Corp. | COM | 32008D106 | 23,659 | 1,311,500 | SH | SOLE | 1,311,500 | 0 | 0 | ||
| Fiserv Inc. | COM | 337738108 | 23,442 | 181,780 | SH | SOLE | 181,780 | 0 | 0 | ||
| General Electric Co | COM | 369604103 | 991 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
| Hanesbrands Inc. | COM | 410345102 | 15,065 | 611,400 | SH | SOLE | 611,400 | 0 | 0 | ||
| Hovnanian Entr. | COM | 442487203 | 3,975 | 2,059,700 | SH | SOLE | 2,059,700 | 0 | 0 | ||
| Interpublic Grp | COM | 460690100 | 19,427 | 934,450 | SH | SOLE | 934,450 | 0 | 0 | ||
| MRC Global Inc. | COM | 55345K103 | 1,049 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| NexGen Energy Ltd. | COM | 65340P106 | 1,717 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
| Paccar Inc. | COM | 693718108 | 21,854 | 302,100 | SH | SOLE | 302,100 | 0 | 0 | ||
| Robert Half Int'l | COM | 770323103 | 9,008 | 178,950 | SH | SOLE | 178,950 | 0 | 0 | ||
| SEI Investments | COM | 784117103 | 27,214 | 445,700 | SH | SOLE | 445,700 | 0 | 0 | ||
| SM Energy Company | COM | 78454L100 | 2,259 | 127,350 | SH | SOLE | 127,350 | 0 | 0 | ||
| SP Plus Corp. | COM | 78469C103 | 6,063 | 153,500 | SH | SOLE | 153,500 | 0 | 0 | ||
| Service Corp. Int'l | COM | 817565104 | 7,247 | 210,050 | SH | SOLE | 210,050 | 0 | 0 | ||
| ServiceMaster Global | COM | 81761R109 | 25,080 | 536,700 | SH | SOLE | 536,700 | 0 | 0 | ||
| Toll Brothers, Inc. | COM | 889478103 | 34,408 | 829,710 | SH | SOLE | 829,710 | 0 | 0 | ||
| USG Corp | COM | 903293405 | 25,730 | 788,050 | SH | SOLE | 788,050 | 0 | 0 | ||
| Versum Materials, Inc. | COM | 92532w103 | 272 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| Watsco, Inc. | COM | 942622200 | 209 | 1,300 | SH | SOLE | 1,300 | 0 | 0 | ||
| Welbilt Inc. | COM | 949090104 | 14,651 | 635,600 | SH | SOLE | 635,600 | 0 | 0 | ||
| Winnebago Ind. | COM | 974637100 | 351 | 7,850 | SH | SOLE | 7,850 | 0 | 0 | ||