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
Expires: July 31, 2015
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
AUTOZONE INC CS 053332102 21,035,946 6,582 SH SOLE 6,582 0 0
BRUNSWICK CORP CS 117043109 30,854,821 366,273 SH SOLE 366,273 0 0
CIENA CORP CS 171779309 22,946,946 46,777 SH SOLE 46,777 0 0
CLEAN HARBORS INC CS 184496107 49,752,025 166,534 SH SOLE 166,534 0 0
CONSTRUCTION PARTNERS INC COM CS 21044C107 6,575,820 55,366 SH SOLE 55,366 0 0
CRH PLC ORD CS G25508105 35,935,957 335,850 SH SOLE 335,850 0 0
DELL TECHNOLOGIES INC CS 24703L202 30,468,227 70,617 SH SOLE 70,617 0 0
DIAMONDBACK ENERGY INC CS 25278X109 8,736,179 49,700 SH SOLE 49,700 0 0
DYCOM INDS INC CS 267475101 27,860,537 55,105 SH SOLE 55,105 0 0
EAGLE MATERIALS INC CS 26969P108 6,095,700 27,092 SH SOLE 27,092 0 0
FB FINL CORP CS 30257X104 9,547,875 172,500 SH SOLE 172,500 0 0
GENERAC HLDGS INC CS 368736104 19,988,382 68,264 SH SOLE 68,264 0 0
GRANITE CONSTR INC CS 387328107 12,181,329 77,058 SH SOLE 77,058 0 0
HARROW INC COM CS 415858109 3,882,140 91,409 SH SOLE 91,409 0 0
HEALTHEQUITY INC CS 42226A107 31,195,617 345,390 SH SOLE 345,390 0 0
I3 VERTICALS INC COM CL A CS 46571Y107 4,782,098 223,881 SH SOLE 223,881 0 0
KIRBY CORP CS 497266106 39,779,959 292,564 SH SOLE 292,564 0 0
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 42,733,895 548,785 SH SOLE 548,785 0 0
LKQ CORP CS 501889208 19,142,434 727,020 SH SOLE 727,020 0 0
LOUISIANA PAC CORP CS 546347105 5,394,975 68,586 SH SOLE 68,586 0 0
MARTEN TRANS LTD CS 573075108 13,162,300 758,634 SH SOLE 758,634 0 0
MASCO CORP CS 574599106 16,449,331 202,155 SH SOLE 202,155 0 0
PINNACLE FINL PARTNERS INC COM CS 72348N109 43,444,467 430,655 SH SOLE 430,655 0 0
POOL CORPORATION CS 73278L105 24,635,595 114,637 SH SOLE 114,637 0 0
PROGRESSIVE CORP OHIO CS 743315103 11,166,252 51,116 SH SOLE 51,116 0 0
RB GLOBAL INC COM NPV CS 74935Q107 25,878,429 222,228 SH SOLE 222,228 0 0
RUSH ENTERPISES INC CS 781846209 10,531,736 144,300 SH SOLE 144,300 0 0
SITEONE LANDSCAPE SUPPLY INC CS 82982L103 8,635,095 75,475 SH SOLE 75,475 0 0
SOMNIGROUP INTERNATIONAL INC C CS 88023U101 32,376,389 412,964 SH SOLE 412,964 0 0
SPDR SER TR SPDR BLOOMBERG ETF 78468R663 51,546,216 562,486 SH SOLE 562,486 0 0
SSNC TECHNOLOGIES HLDGS INC CS 78467J100 20,800,263 335,218 SH SOLE 335,218 0 0
STONEX GROUP INC COM CS 861896108 14,300,225 120,677 SH SOLE 120,677 0 0