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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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
Adient Plc COM g0084w101 16,423 280,250 SH   SOLE   280,250 0 0
Aegean Marine Petroleum Inc COM y0017s102 22,601 2,226,678 SH   SOLE   2,226,678 0 0
Ally Financial Inc COM 02005n100 20,571 1,081,527 SH   SOLE   1,081,527 0 0
ArcBest Corporation COM 03937c105 22,153 801,176 SH   SOLE   801,176 0 0
Ascena Retail Group Inc COM 04351g101 10,452 1,688,467 SH   SOLE   1,688,467 0 0
Atlas Air Worldwide Holdings I COM 049164205 29,021 556,491 SH   SOLE   556,491 0 0
CNA Financial Corp COM 126117100 16,212 390,642 SH   SOLE   390,642 0 0
Chicago Bridge & Iron Company COM 167250109 22,869 720,274 SH   SOLE   720,274 0 0
Destination Maternity Corporat COM 25065d100 10,846 2,097,808 SH   SOLE   2,097,808 0 0
Fiat Chrysler Automobiles COM n31738102 22,558 2,473,450 SH   SOLE   2,473,450 0 0
Flex Ltd COM y2573f102 23,611 1,643,095 SH   SOLE   1,643,095 0 0
General Cable Corporation COM 369300108 21,104 1,107,796 SH   SOLE   1,107,796 0 0
General Motors Company COM 37045V100 4 110 SH   SOLE   110 0 0
Goodyear Tire & Rubber Co COM 382550101 27,022 875,333 SH   SOLE   875,333 0 0
Group 1 Automotive Inc COM 398905109 21,314 273,471 SH   SOLE   273,471 0 0
HP INC COM COM 40434l105 3 210 SH   SOLE   210 0 0
Huntsman Corp COM 447011107 27,668 1,450,082 SH   SOLE   1,450,082 0 0
Jabil Circuit Inc COM 466313103 11,478 484,913 SH   SOLE   484,913 0 0
Magna International Inc COM 559222401 3 80 SH   SOLE   80 0 0
McDermott International Inc COM 580037109 30,237 4,091,573 SH   SOLE   4,091,573 0 0
Meritor Inc COM 59001K100 31,944 2,571,970 SH   SOLE   2,571,970 0 0
Navistar Intl Corp COM 63934E108 33,132 1,056,170 SH   SOLE   1,056,170 0 0
PBF Energy Inc COM 69318G106 25,730 922,885 SH   SOLE   922,885 0 0
Parker Drilling Co COM 701081101 16,887 6,495,089 SH   SOLE   6,495,089 0 0
Renewable Energy Group Inc COM 75972a301 19,219 1,981,357 SH   SOLE   1,981,357 0 0
Roadrunner Transportation Syst COM 76973q105 8,361 804,722 SH   SOLE   804,722 0 0
Ryerson Holding Corporation COM 783754104 24,510 1,835,918 SH   SOLE   1,835,918 0 0
Sanmina Corporation COM 801056102 27,906 761,411 SH   SOLE   761,411 0 0
SkyWest Inc COM 830879102 49,802 1,366,309 SH   SOLE   1,366,309 0 0
Sonic Automotive Inc COM 83545g102 20,227 883,270 SH   SOLE   883,270 0 0
Star Bulk Carriers Corp COM y8162k204 5,833 1,141,454 SH   SOLE   1,141,454 0 0
Titan Machinery Inc COM 88830R101 8,115 556,941 SH   SOLE   556,941 0 0
Tower Intl Inc COM 891826109 19,301 680,800 SH   SOLE   680,800 0 0
Trinseo SA COM l9340p101 42,548 717,502 SH   SOLE   717,502 0 0
Tutor Perini Corporation COM 901109108 28,612 1,021,855 SH   SOLE   1,021,855 0 0
Unisys Corporation COM 909214306 28,189 1,885,561 SH   SOLE   1,885,561 0 0
Valero Energy Corp COM 91913y100 4 60 SH   SOLE   60 0 0
XL Group Ltd Com COM g98294104 3 90 SH   SOLE   90 0 0