Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting BERRY GLOBAL GROUP,BERY,,Buy,08579W103,456863000.0,6192231.0,15.136 JELD-WEN HOLDINGS INC,JELD,,Buy,47580P103,221909000.0,8418385.0,7.352 MIDDLEBY CORP,MIDD,,Buy,596278101,220572000.0,1121023.0,7.308 INGERSOLL-RAND INC,IR,,Sell,45687V106,186668000.0,3017106.0,6.184 SS&C TECHNOLOGIES HOLDINGS INC,SSNC,,Sell,78467J100,168896000.0,2060215.0,5.596 GILDAN ACTIVEWEAR INC,GIL,,Sell,375916103,158026000.0,3727902.0,5.235 SERVICE CORP INTERNATIONAL,SCI,,Sell,817565104,155851000.0,2195395.0,5.163 EURONET WORLDWIDE INC,EEFT,,Buy,298736109,140556000.0,1179456.0,4.657 PRA GROUP INC,PRAA,,Sell,69354N106,132617000.0,2641252.0,4.394 MAGNA INTERNATIONAL INC,MGA,,Buy,559222401,127748000.0,1578300.0,4.232 TFI INTERNATIONAL INC,TFII,,Buy,87241L109,124104000.0,1106986.0,4.112 ALLIANCE DATA SYSTEMS CORP,ADS,,Buy,018581108,121876000.0,1830788.0,4.038 BORGWARNER INC,BWA,,Buy,099724106,118199000.0,2622574.0,3.916 URBAN OUTFITTERS INC,URBN,,Buy,917047102,115575000.0,3936495.0,3.829 DISCOVER FINANCIAL SERVICES,DFS,,Buy,254709108,108427000.0,938275.0,3.592 OPEN TEXT CORP,OTEX,,Buy,683715106,103745000.0,2185016.0,3.437 PRESTIGE CONSUMER HEALTHCARE INC,PBH,,Sell,74112D101,85213000.0,1404991.0,2.823 ENCORE CAPITAL GROUP INC,ECPG,,Sell,292554102,80626000.0,1298118.0,2.671 FLOWSERVE,FLS,,Buy,34354P105,64540000.0,2109157.0,2.138 CARMAX INC,KMX,,Buy,143130102,63228000.0,485514.0,2.095 COLLIERS INTERNATIONAL GROUP INC,CIGI,,Sell,194693107,50268000.0,338165.0,1.665 BRUNSWICK CORP,BC,,New,117043109,4548000.0,45150.0,0.151 JOHN BEAN TECHNOLOGIES CORP,JBT,,Sell,477839104,3579000.0,23310.0,0.119 OSHKOSH CORP,OSK,,Buy,688239201,3376000.0,29950.0,0.112 KNIGHT-SWIFT TRANSPORTATION,KNX,,Buy,499049104,1037000.0,17013.0,0.034 BRP INC.,,,Buy,05577W200,351000.0,4000.0,0.012 POLARIS INC,PII,,Exit,731068102,0.0,-12300.0,-0.056