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
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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
Aegean Marine Petroleum Inc COM y0017s102 21,803 2,180,348 SH   SOLE   2,180,348 0 0
Ally Financial Inc COM 02005n100 20,618 1,058,977 SH   SOLE   1,058,977 0 0
ArcBest Corporation COM 03937c105 14,991 788,186 SH   SOLE   788,186 0 0
Ascena Retail Group Inc COM 04351g101 9,242 1,653,387 SH   SOLE   1,653,387 0 0
Atlas Air Worldwide Holdings I COM 049164205 23,340 545,066 SH   SOLE   545,066 0 0
CNA Financial Corp COM 126117100 13,166 382,612 SH   SOLE   382,612 0 0
Chicago Bridge & Iron Company COM 167250109 18,634 664,774 SH   SOLE   664,774 0 0
Destination Maternity Corporat COM 25065d100 9,142 1,289,406 SH   SOLE   1,289,406 0 0
Fiat Chrysler Automobiles COM n31738102 364 56,871 SH   SOLE   56,871 0 0
Flex Ltd COM y2573f102 22,029 1,617,425 SH   SOLE   1,617,425 0 0
General Cable Corporation COM 369300108 15,932 1,063,568 SH   SOLE   1,063,568 0 0
General Motors Company COM 37045V100 3 110 SH   SOLE   110 0 0
Goodyear Tire & Rubber Co COM 382550101 27,690 857,263 SH   SOLE   857,263 0 0
Group 1 Automotive Inc COM 398905109 17,154 268,531 SH   SOLE   268,531 0 0
HP Inc COM 40434L105 3 210 SH   SOLE   210 0 0
Huntsman Corp COM 447011107 23,097 1,419,592 SH   SOLE   1,419,592 0 0
Ingram Micro Inc COM 457153104 6,992 196,061 SH   SOLE   196,061 0 0
Jabil Circuit Inc COM 466313103 10,421 477,600 SH   SOLE   477,600 0 0
Magna International Inc COM 559222401 3 80 SH   SOLE   80 0 0
McDermott International Inc COM 580037109 20,514 4,094,565 SH   SOLE   4,094,565 0 0
Meritor Inc COM 59001K100 28,121 2,526,610 SH   SOLE   2,526,610 0 0
Navistar Intl Corp COM 63934E108 23,934 1,045,595 SH   SOLE   1,045,595 0 0
PBF Energy Inc COM 69318G106 20,468 904,085 SH   SOLE   904,085 0 0
Parker Drilling Co COM 701081101 18,122 8,351,019 SH   SOLE   8,351,019 0 0
Pier 1 Imports Inc COM 720279108 4 980 SH   SOLE   980 0 0
Renewable Energy Group Inc COM 75972a301 16,434 1,940,297 SH   SOLE   1,940,297 0 0
Roadrunner Transportation Syst COM 76973q105 2,776 347,819 SH   SOLE   347,819 0 0
Ruby Tuesday Inc COM 781182100 7,494 2,997,678 SH   SOLE   2,997,678 0 0
Ryerson Holding Corporation COM 783754104 20,334 1,801,028 SH   SOLE   1,801,028 0 0
Sanmina Corporation COM 801056102 21,653 760,557 SH   SOLE   760,557 0 0
SkyWest Inc COM 830879102 35,836 1,356,909 SH   SOLE   1,356,909 0 0
Sonic Automotive Inc COM 83545g102 16,273 865,560 SH   SOLE   865,560 0 0
Star Bulk Carriers Corp Com COM y8162k204 5,759 1,268,576 SH   SOLE   1,268,576 0 0
Titan Machinery Inc COM 88830R101 9,105 875,478 SH   SOLE   875,478 0 0
Tower Intl Inc COM 891826109 16,117 668,740 SH   SOLE   668,740 0 0
Trinseo SA COM l9340p101 39,849 704,542 SH   SOLE   704,542 0 0
Tutor Perini Corporation COM 901109108 21,704 1,010,905 SH   SOLE   1,010,905 0 0
Unisys Corporation COM 909214306 18,082 1,856,431 SH   SOLE   1,856,431 0 0
Valero Energy Corp COM 91913y100 3 60 SH   SOLE   60 0 0
XL Group Ltd Com COM g98294104 3 90 SH   SOLE   90 0 0