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13F-HR filed by 12th Street Asset Management Company, LLC

12th Street Asset Management Company, LLC filed this 13F-HR for the quarter ended 2017-06-30, filed 2017-08-14, with 20 holding rows worth $388,721,000.

Accession
0001633703-17-000015
Filed
2017-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2017

A holdings report, 20 entries on the cover page, a total value of $388,721,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $388,721,000 with VALUE read as thousands by filing date, 13F file number 028-16737. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
LKQ CORP COM501889208Stock1,151,284$37,935,000thousands by filing date
MOBILE MINI INC60740F105COM981,551$29,299,000thousands by filing date
NUANCE COMMUNICATIONS INC67020Y100COM1,636,413$28,490,000thousands by filing date
FEDEX CORP COM31428X106Stock127,658$27,744,000thousands by filing date
DYCOM INDS INC COM267475101Stock307,858$27,559,000thousands by filing date
TREEHOUSE FOODS INC COM89469A104Stock331,905$27,113,000thousands by filing date
ENVISION HEALTHCARE CORP29414D100COM386,129$24,199,000thousands by filing date
DOLLAR GEN CORP COM256677105Stock325,846$23,490,000thousands by filing date
THOR INDS INC885160101COM216,037$22,580,000thousands by filing date
WALGREENS BOOTS ALLIANCE INC931427108COM268,353$21,015,000thousands by filing date
Apple Inc037833100COM141,381$20,362,000thousands by filing date
PACKAGING CORP AMER COM695156109Stock145,740$16,234,000thousands by filing date
CENTERSTATE BK CORP15201P109COM560,334$13,930,000thousands by filing date
SWIFT TRANSPORTATION CO87074U101COM518,975$13,753,000thousands by filing date
CLEAN HARBORS INC COM184496107Stock216,295$12,076,000thousands by filing date
ZOETIS INC CL A98978V103Stock177,241$11,056,000thousands by filing date
MARTEN TRANSPORT LTD573075108COM351,346$9,627,000thousands by filing date
STERIS CORP859152100COMMON STOCK103,863$8,465,000thousands by filing date
DST SYS INC DEL233326107COM115,137$7,104,000thousands by filing date
WERNER ENTERPRISES INC950755108COM227,940$6,690,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001633703-17-000015this filing2017-08-14acceptance time not in the bulk data set