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 | 11,576 | 1,717,446 | SH | SOLE | 1,717,446 | 0 | 0 | ||
| Ameriserv Financial Inc | COM | 03074A102 | 892 | 275,430 | SH | SOLE | 275,430 | 0 | 0 | ||
| Atlas Air Worldwide Holdings I | COM | 049164205 | 18,282 | 529,000 | SH | SOLE | 529,000 | 0 | 0 | ||
| Blount International Inc | COM | 095180105 | 6,211 | 1,115,090 | SH | SOLE | 1,115,090 | 0 | 0 | ||
| CNA Financial Corp | COM | 126117100 | 13,013 | 372,558 | SH | SOLE | 372,558 | 0 | 0 | ||
| Chicago Bridge & Iron Company | COM | 167250109 | 12,733 | 321,059 | SH | SOLE | 321,059 | 0 | 0 | ||
| Cloud Peak Energy Inc | COM | 18911Q102 | 11,561 | 4,395,855 | SH | SOLE | 4,395,855 | 0 | 0 | ||
| Flextronics International Ltd | COM | Y2573F102 | 21,416 | 2,031,867 | SH | SOLE | 2,031,867 | 0 | 0 | ||
| General Cable Corporation | COM | 369300108 | 10,322 | 867,365 | SH | SOLE | 867,365 | 0 | 0 | ||
| Global Brass and Copper Inc | COM | 37953g103 | 14,545 | 709,186 | SH | SOLE | 709,186 | 0 | 0 | ||
| Goodyear Tire & Rubber Co | COM | 382550101 | 24,275 | 827,658 | SH | SOLE | 827,658 | 0 | 0 | ||
| Hawaiian Holdings Inc | COM | 419879101 | 21,336 | 864,506 | SH | SOLE | 864,506 | 0 | 0 | ||
| Ingram Micro Inc | COM | 457153104 | 17,423 | 639,609 | SH | SOLE | 639,609 | 0 | 0 | ||
| McDermott International Inc | COM | 580037109 | 13,683 | 3,182,173 | SH | SOLE | 3,182,173 | 0 | 0 | ||
| Meritor Inc | COM | 59001K100 | 13,741 | 1,292,694 | SH | SOLE | 1,292,694 | 0 | 0 | ||
| Navistar Intl Corp | COM | 63934E108 | 14,817 | 1,164,829 | SH | SOLE | 1,164,829 | 0 | 0 | ||
| PBF Energy Inc | COM | 69318G106 | 17,819 | 631,195 | SH | SOLE | 631,195 | 0 | 0 | ||
| PHH Corporation | COM | 693320202 | 8,319 | 589,137 | SH | SOLE | 589,137 | 0 | 0 | ||
| Paragon Offshore Limited | COM | g6s01w108 | 1,082 | 4,506,424 | SH | SOLE | 4,506,424 | 0 | 0 | ||
| Parker Drilling Co | COM | 701081101 | 15,668 | 5,957,399 | SH | SOLE | 5,957,399 | 0 | 0 | ||
| Peabody Energy Corporation | COM | 704549203 | 5,628 | 4,078,120 | SH | SOLE | 4,078,120 | 0 | 0 | ||
| Renewable Energy Group Inc | COM | 75972a301 | 14,337 | 1,731,510 | SH | SOLE | 1,731,510 | 0 | 0 | ||
| Ryerson Holding Corporation | COM | 783754104 | 9,302 | 1,771,753 | SH | SOLE | 1,771,753 | 0 | 0 | ||
| Sanmina Corporation | COM | 801056102 | 20,034 | 937,504 | SH | SOLE | 937,504 | 0 | 0 | ||
| SkyWest Inc | COM | 830879102 | 21,866 | 1,310,929 | SH | SOLE | 1,310,929 | 0 | 0 | ||
| Star Bulk Carriers Corp | COM | Y8162K121 | 8,554 | 4,172,486 | SH | SOLE | 4,172,486 | 0 | 0 | ||
| Swift Energy Co | COM | 870738101 | 3 | 6,700 | SH | SOLE | 6,700 | 0 | 0 | ||
| Tidewater Inc | COM | 886423102 | 8,866 | 674,750 | SH | SOLE | 674,750 | 0 | 0 | ||
| Titan Machinery Inc | COM | 88830R101 | 9,718 | 846,486 | SH | SOLE | 846,486 | 0 | 0 | ||
| Tribune Publishing Company | COM | 896082104 | 8,152 | 1,039,756 | SH | SOLE | 1,039,756 | 0 | 0 | ||
| Trinseo SA | COM | l9340p101 | 17,447 | 690,953 | SH | SOLE | 690,953 | 0 | 0 | ||
| Tutor Perini Corporation | COM | 901109108 | 13,439 | 816,487 | SH | SOLE | 816,487 | 0 | 0 | ||
| Unisys Corporation | COM | 909214306 | 13,601 | 1,142,927 | SH | SOLE | 1,142,927 | 0 | 0 | ||
| Valero Energy Corp | COM | 91913y100 | 18,686 | 310,923 | SH | SOLE | 310,923 | 0 | 0 | ||