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
LKQ CORP CS 501889208 32,163 1,049,095 SH   SOLE   1,049,095 0 0
DOLLAR GEN CORP NEW CS 256677105 34,382 348,704 SH   SOLE   348,704 0 0
DYCOM INDS INC CS 267475101 31,035 323,109 SH   SOLE   323,109 0 0
NUANCE COMMUNICATIONS INC CS 67020Y100 27,366 2,134,018 SH   SOLE   2,134,018 0 0
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 26,846 736,869 SH   SOLE   736,869 0 0
FEDEX CORP CS 31428X106 28,651 126,185 SH   SOLE   126,185 0 0
PINNACLE FINL PARTNERS INC CS 72346Q104 25,339 423,734 SH   SOLE   423,734 0 0
PROGRESSIVE CORP OHIO CS 743315103 24,070 406,918 SH   SOLE   406,918 0 0
REPUBLIC SVCS INC CS 760759100 22,151 324,037 SH   SOLE   324,037 0 0
PATTERSON UTI ENERGY INC CS 703481101 20,095 1,194,151 SH   SOLE   1,194,151 0 0
FIRST DATA CORP NEW CS 32008D106 19,723 942,343 SH   SOLE   942,343 0 0
CLEAN HARBORS INC CS 184496107 17,273 331,861 SH   SOLE   331,861 0 0
THOR INDS INC CS 885160101 17,303 175,858 SH   SOLE   175,858 0 0
CENTERSTATE BKS FLA INC CS 15201P109 10,242 407,566 SH   SOLE   407,566 0 0
MARTEN TRANS LTD CS 573075108 10,424 476,449 SH   SOLE   476,449 0 0
WERNER ENTERPRISES INC CS 950755108 8,558 239,074 SH   SOLE   239,074 0 0
CASELLA WASTE SYS INC CS 147448104 4,850 232,848 SH   SOLE   232,848 0 0
PLANTRONICS INC NEW CS 727493108 3,757 71,715 SH   SOLE   71,715 0 0
SPARTAN MTRS INC CS 846819100 4,411 352,777 SH   SOLE   352,777 0 0
COVENANT TRANS INC CS 22284P105 4,686 156,841 SH   SOLE   156,841 0 0
GENESEE AND WYO INC CS 371559105 2,959 52,827 SH   SOLE   52,827 0 0
HUB GROUP INC CS 443320106 2,840 84,600 SH   SOLE   84,600 0 0
STERIS PLC CS G84720104 1,474 20,060 SH   SOLE   20,060 0 0
KIRBY CORP CS 497266106 1,461 25,334 SH   SOLE   25,334 0 0
USA TRUCK INC CS 902925106 931 60,049 SH   SOLE   60,049 0 0
NUANCE COMMUNICATIONS INC CS 67020Y100 2,645 190,462 SH   OTR   0 0 190,462
DYCOM INDS INC CS 267475101 2,435 25,764 SH   OTR   0 0 25,764
KNIGHT SWIFT TRANSN HLDGS INC CL A CS 499049104 2,336 61,131 SH   OTR   0 0 61,131
LKQ CORP CS 501889208 2,329 73,023 SH   OTR   0 0 73,023
CENTERSTATE BKS FLA INC CS 15201P109 2,217 74,349 SH   OTR   0 0 74,349
PINNACLE FINL PARTNERS INC CS 72346Q104 2,212 36,049 SH   OTR   0 0 36,049
CLEAN HARBORS INC CS 184496107 2,121 38,175 SH   OTR   0 0 38,175
PLANTRONICS INC NEW CS 727493108 1,997 26,188 SH   OTR   0 0 26,188
PATTERSON UTI ENERGY INC CS 703481101 1,761 97,820 SH   OTR   0 0 97,820
GENESEE AND WYO INC CS 371559105 1,578 19,409 SH   OTR   0 0 19,409
HUB GROUP INC CS 443320106 1,515 30,421 SH   OTR   0 0 30,421
THOR INDS INC CS 885160101 1,509 15,497 SH   OTR   0 0 15,497
CASELLA WASTE SYS INC CS 147448104 1,237 48,288 SH   OTR   0 0 48,288
MARTEN TRANS LTD CS 573075108 993 42,344 SH   OTR   0 0 42,344
SPARTAN MTRS INC CS 846819100 982 65,017 SH   OTR   0 0 65,017
STERIS PLC CS G84720104 787 7,492 SH   OTR   0 0 7,492
KIRBY CORP CS 497266106 779 9,320 SH   OTR   0 0 9,320
WERNER ENTERPRISES INC CS 950755108 741 19,732 SH   OTR   0 0 19,732
USA TRUCK INC CS 902925106 500 21,292 SH   OTR   0 0 21,292
COVENANT TRANS INC CS 22284P105 402 12,776 SH   OTR   0 0 12,776