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
Adient plc COM G0084W101 42,359 504,334 SH   SOLE   504,334 0 0
Aegean Marine Petroleum Inc COM Y0017S102 9,906 2,001,199 SH   SOLE   2,001,199 0 0
Ally Financial Inc COM 02005N100 37,343 1,539,275 SH   SOLE   1,539,275 0 0
Arcbest Corp Com COM 03937C105 32,918 984,100 SH   SOLE   984,100 0 0
Ascena Retail Group Inc COM 04351g101 10,666 4,353,400 SH   SOLE   4,353,400 0 0
Atlas Air Worldwide Holdings I COM 049164205 45,029 684,333 SH   SOLE   684,333 0 0
CNA Financial Corp COM 126117100 23,616 469,962 SH   SOLE   469,962 0 0
Celadon Group, Inc COM 150838100 14,888 2,205,576 SH   SOLE   2,205,576 0 0
Chicago Bridge & Iron Company COM 167250109 31,801 1,892,897 SH   SOLE   1,892,897 0 0
Destination Maternity Corporat COM 25065d100 23 13,720 SH   SOLE   13,720 0 0
Fiat Chrysler Automobiles COM N31738102 55,460 3,096,584 SH   SOLE   3,096,584 0 0
Flex Ltd COM y2573f102 33,788 2,039,115 SH   SOLE   2,039,115 0 0
GameStop Corp COM 36467W109 30,811 1,491,360 SH   SOLE   1,491,360 0 0
General Cable Corporation COM 369300108 25,651 1,360,804 SH   SOLE   1,360,804 0 0
Goodyear Tire & Rubber Co COM 382550101 35,910 1,080,000 SH   SOLE   1,080,000 0 0
Group 1 Automotive Inc COM 398905109 24,618 339,749 SH   SOLE   339,749 0 0
Korea Electric Power Corp COM 500631106 25,158 1,501,100 SH   SOLE   1,501,100 0 0
Meritor Inc COM 59001K100 66,840 2,569,772 SH   SOLE   2,569,772 0 0
Navistar Intl Corp COM 63934E108 293 6,640 SH   SOLE   6,640 0 0
PBF Energy Inc COM 69318G106 31,836 1,153,070 SH   SOLE   1,153,070 0 0
Parker Drilling Co COM 701081101 10,938 9,943,319 SH   SOLE   9,943,319 0 0
Pier 1 Imports Inc COM 720279108 6,481 1,546,877 SH   SOLE   1,546,877 0 0
R R Donnelley & Sons Company COM 257867200 21,868 2,123,107 SH   SOLE   2,123,107 0 0
Renewable Energy Group Inc COM 75972a301 21,571 1,775,363 SH   SOLE   1,775,363 0 0
Ryerson Holding Corporation COM 783754104 22,239 2,049,673 SH   SOLE   2,049,673 0 0
SkyWest Inc COM 830879102 69,214 1,576,620 SH   SOLE   1,576,620 0 0
Sonic Automotive Inc COM 83545G102 22,904 1,122,759 SH   SOLE   1,122,759 0 0
Sportsmans Warehouse Holdings COM 84920Y106 11,184 2,479,816 SH   SOLE   2,479,816 0 0
Tower Intl Inc COM 891826109 29,431 1,082,026 SH   SOLE   1,082,026 0 0
Trinseo SA COM L9340P101 59,075 880,405 SH   SOLE   880,405 0 0
Triumph Group Inc COM 896818101 34,996 1,176,336 SH   SOLE   1,176,336 0 0
Tutor Perini Corporation COM 901109108 25,947 913,610 SH   SOLE   913,610 0 0
Unisys Corporation COM 909214306 25,298 2,976,222 SH   SOLE   2,976,222 0 0