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 40,330 512,454 SH   SOLE   512,454 0 0
Aegean Marine Petroleum Inc COM Y0017S102 8,559 1,990,539 SH   SOLE   1,990,539 0 0
Ally Financial Inc COM 02005N100 45,736 1,568,455 SH   SOLE   1,568,455 0 0
Arcbest Corp Com COM 03937C105 27,814 778,010 SH   SOLE   778,010 0 0
Ascena Retail Group Inc COM 04351g101 19,666 8,368,610 SH   SOLE   8,368,610 0 0
Atlas Air Worldwide Holdings I COM 049164205 42,397 722,890 SH   SOLE   722,890 0 0
Bed Bath & Beyond Inc COM 075896100 22,398 1,018,570 SH   SOLE   1,018,570 0 0
CNA Financial Corp COM 126117100 15,340 289,162 SH   SOLE   289,162 0 0
Celadon Group, Inc COM 150838100 16,089 2,513,900 SH   SOLE   2,513,900 0 0
Chicago Bridge & Iron Company COM 167250109 30,939 1,916,900 SH   SOLE   1,916,900 0 0
Fiat Chrysler Automobiles COM N31738102 56,120 3,145,734 SH   SOLE   3,145,734 0 0
Flex Ltd COM y2573f102 37,383 2,078,005 SH   SOLE   2,078,005 0 0
GameStop Corp COM 36467W109 33,053 1,841,410 SH   SOLE   1,841,410 0 0
General Cable Corporation COM 369300108 40,725 1,375,844 SH   SOLE   1,375,844 0 0
Goodyear Tire & Rubber Co COM 382550101 35,403 1,095,730 SH   SOLE   1,095,730 0 0
Group 1 Automotive Inc COM 398905109 24,469 344,779 SH   SOLE   344,779 0 0
Korea Electric Power Corp COM 500631106 26,887 1,518,190 SH   SOLE   1,518,190 0 0
Meritor Inc COM 59001K100 29,473 1,256,300 SH   SOLE   1,256,300 0 0
PBF Energy Inc COM 69318G106 33,790 953,170 SH   SOLE   953,170 0 0
Parker Drilling Co COM 701081101 10,910 10,910,061 SH   SOLE   10,910,061 0 0
Pier 1 Imports Inc COM 720279108 20,293 4,901,790 SH   SOLE   4,901,790 0 0
R R Donnelley & Sons Company COM 257867200 30,184 3,245,586 SH   SOLE   3,245,586 0 0
Renewable Energy Group Inc COM 75972a301 21,091 1,787,393 SH   SOLE   1,787,393 0 0
Ryerson Holding Corporation COM 783754104 21,500 2,067,313 SH   SOLE   2,067,313 0 0
SUPERVALU Inc COM 868536301 36,016 1,667,420 SH   SOLE   1,667,420 0 0
SkyWest Inc COM 830879102 61,105 1,150,760 SH   SOLE   1,150,760 0 0
Sonic Automotive Inc COM 83545G102 21,563 1,168,729 SH   SOLE   1,168,729 0 0
Sportsmans Warehouse Holdings COM 84920Y106 25,548 3,865,025 SH   SOLE   3,865,025 0 0
Tower Intl Inc COM 891826109 30,977 1,013,976 SH   SOLE   1,013,976 0 0
Trinseo SA COM L9340P101 65,009 895,445 SH   SOLE   895,445 0 0
Triumph Group Inc COM 896818101 32,690 1,201,846 SH   SOLE   1,201,846 0 0
Tutor Perini Corporation COM 901109108 23,700 934,900 SH   SOLE   934,900 0 0
Unisys Corporation COM 909214306 26,207 3,215,524 SH   SOLE   3,215,524 0 0