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 |
| Aegean Marine Petroleum Inc | COM | y0017s102 | 14,360 | 1,717,706 | SH | SOLE | 1,717,706 | 0 | 0 | ||
| Ameriserv Financial Inc | COM | 03074A102 | 862 | 269,314 | SH | SOLE | 269,314 | 0 | 0 | ||
| Atlas Air Worldwide Holdings I | COM | 049164205 | 22,109 | 534,802 | SH | SOLE | 534,802 | 0 | 0 | ||
| Blount International Inc | COM | 095180105 | 15,546 | 1,584,676 | SH | SOLE | 1,584,676 | 0 | 0 | ||
| CNA Financial Corp | COM | 126117100 | 13,144 | 373,948 | SH | SOLE | 373,948 | 0 | 0 | ||
| Chicago Bridge & Iron Company | COM | 167250109 | 12,528 | 321,309 | SH | SOLE | 321,309 | 0 | 0 | ||
| Cloud Peak Energy Inc | COM | 18911Q102 | 5,011 | 2,408,964 | SH | SOLE | 2,408,964 | 0 | 0 | ||
| Flextronics International Ltd | COM | Y2573F102 | 22,867 | 2,039,887 | SH | SOLE | 2,039,887 | 0 | 0 | ||
| General Cable Corporation | COM | 369300108 | 11,444 | 852,135 | SH | SOLE | 852,135 | 0 | 0 | ||
| Global Brass and Copper Inc | COM | 37953g103 | 15,112 | 709,466 | SH | SOLE | 709,466 | 0 | 0 | ||
| Goodyear Tire & Rubber Co | COM | 382550101 | 27,160 | 831,338 | SH | SOLE | 831,338 | 0 | 0 | ||
| Hawaiian Holdings Inc | COM | 419879101 | 30,224 | 855,486 | SH | SOLE | 855,486 | 0 | 0 | ||
| Ingram Micro Inc | COM | 457153104 | 19,484 | 641,339 | SH | SOLE | 641,339 | 0 | 0 | ||
| McDermott International Inc | COM | 580037109 | 10,688 | 3,190,363 | SH | SOLE | 3,190,363 | 0 | 0 | ||
| Meritor Inc | COM | 59001K100 | 12,681 | 1,518,644 | SH | SOLE | 1,518,644 | 0 | 0 | ||
| Navistar Intl Corp | COM | 63934E108 | 10,664 | 1,206,359 | SH | SOLE | 1,206,359 | 0 | 0 | ||
| PBF Energy Inc | COM | 69318G106 | 23,336 | 633,965 | SH | SOLE | 633,965 | 0 | 0 | ||
| PHH Corporation | COM | 693320202 | 9,488 | 585,667 | SH | SOLE | 585,667 | 0 | 0 | ||
| Parker Drilling Co | COM | 701081101 | 12,622 | 6,935,239 | SH | SOLE | 6,935,239 | 0 | 0 | ||
| Renewable Energy Group Inc | COM | 75972a301 | 15,812 | 1,702,060 | SH | SOLE | 1,702,060 | 0 | 0 | ||
| Ryerson Holding Corporation | COM | 783754104 | 12,360 | 2,646,655 | SH | SOLE | 2,646,655 | 0 | 0 | ||
| Sanmina Corporation | COM | 801056102 | 19,383 | 941,828 | SH | SOLE | 941,828 | 0 | 0 | ||
| SkyWest Inc | COM | 830879102 | 25,049 | 1,316,969 | SH | SOLE | 1,316,969 | 0 | 0 | ||
| Star Bulk Carriers Corp | COM | Y8162K121 | 2,571 | 4,248,435 | SH | SOLE | 4,248,435 | 0 | 0 | ||
| Tidewater Inc | COM | 886423102 | 105 | 15,080 | SH | SOLE | 15,080 | 0 | 0 | ||
| Titan Machinery Inc | COM | 88830R101 | 9,091 | 831,756 | SH | SOLE | 831,756 | 0 | 0 | ||
| Tribune Publishing Company | COM | 896082104 | 12,339 | 1,338,276 | SH | SOLE | 1,338,276 | 0 | 0 | ||
| Trinseo SA | COM | l9340p101 | 19,524 | 692,323 | SH | SOLE | 692,323 | 0 | 0 | ||
| Tutor Perini Corporation | COM | 901109108 | 13,640 | 814,787 | SH | SOLE | 814,787 | 0 | 0 | ||
| Unisys Corporation | COM | 909214306 | 12,292 | 1,112,427 | SH | SOLE | 1,112,427 | 0 | 0 | ||
| Valero Energy Corp | COM | 91913y100 | 21,954 | 310,483 | SH | SOLE | 310,483 | 0 | 0 | ||