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
Estimated average burden
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 ORD SHS G0084W101 36,557 611,724 SH   SOLE   423,784 0 187,940
AEGEAN MARINE PETROLEUM NETW SHS Y0017S102 4,547 2,020,679 SH   SOLE   2,018,139 0 2,540
ALLY FINL INC COM 02005N100 43,720 1,610,295 SH   SOLE   1,112,875 0 497,420
ARCBEST CORP COM 03937C105 9,781 305,186 SH   SOLE   210,816 0 94,370
ASCENA RETAIL GROUP INC COM 04351G101 16,179 8,049,300 SH   SOLE   6,268,440 0 1,780,860
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 45,904 759,370 SH   SOLE   524,800 0 234,570
BED BATH & BEYOND INC COM 075896100 28,046 1,336,180 SH   SOLE   924,300 0 411,880
CELADON GROUP INC COM 150838100 9,240 2,497,200 SH   SOLE   2,493,980 0 3,220
CHICAGO BRIDGE & IRON CO N V COM 167250109 27,989 1,943,666 SH   SOLE   1,347,136 0 596,530
CNA FINL CORP COM 126117100 13,493 273,412 SH   SOLE   188,872 0 84,540
DONNELLEY R R & SONS CO COM 257867200 38,043 4,357,750 SH   SOLE   3,339,400 0 1,018,350
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 66,340 3,232,939 SH   SOLE   2,223,989 0 1,008,950
FLEX LTD ORD Y2573F102 30,602 1,873,955 SH   SOLE   1,294,905 0 579,050
FRANCESCAS HLDGS CORP COM 351793104 16,175 3,369,860 SH   SOLE   2,869,700 0 500,160
GAMESTOP CORP NEW CL A 36467W109 23,819 1,887,370 SH   SOLE   1,305,000 0 582,370
GOODYEAR TIRE & RUBR CO COM 382550101 29,861 1,123,420 SH   SOLE   776,830 0 346,590
GROUP 1 AUTOMOTIVE INC COM 398905109 23,181 354,769 SH   SOLE   244,959 0 109,810
KOREA ELECTRIC PWR SPONSORED ADR 500631106 12,446 808,706 SH   SOLE   596,427 0 212,279
MERITOR INC COM 59001K100 25,349 1,232,925 SH   SOLE   852,035 0 380,890
OFFICE DEPOT INC COM 676220106 24,235 11,272,160 SH   SOLE   7,587,260 0 3,684,900
PARKER DRILLING CO COM 701081101 6,642 10,460,099 SH   SOLE   10,446,759 0 13,340
PBF ENERGY INC CL A 69318G106 33,396 985,130 SH   SOLE   678,960 0 306,170
PIER 1 IMPORTS INC COM 720279108 28,225 8,765,415 SH   SOLE   6,138,145 0 2,627,270
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 22,621 1,767,273 SH   SOLE   1,765,023 0 2,250
RYERSON HLDG CORP COM 783754104 16,665 2,044,775 SH   SOLE   2,042,155 0 2,620
SHILOH INDS INC COM 824543102 10,664 1,225,762 SH   SOLE   1,224,252 0 1,510
SONIC AUTOMOTIVE INC CL A 83545G102 21,040 1,110,309 SH   SOLE   972,169 0 138,140
SOUTHWESTERN ENERGY CO COM 845467109 28,906 6,675,694 SH   SOLE   4,623,794 0 2,051,900
SPORTSMANS WHSE HLDGS INC COM 84920Y106 15,621 3,828,612 SH   SOLE   3,823,722 0 4,890
SUPERVALU INC COM NEW 868536301 39,280 2,579,143 SH   SOLE   1,787,373 0 791,770
TOWER INTL INC COM 891826109 27,836 1,003,116 SH   SOLE   1,001,836 0 1,280
TRINSEO S A SHS L9340P101 68,659 927,195 SH   SOLE   634,585 0 292,610
TRIUMPH GROUP INC NEW COM 896818101 36,829 1,461,474 SH   SOLE   1,007,094 0 454,380
TUTOR PERINI CORP COM 901109108 21,092 956,570 SH   SOLE   661,350 0 295,220
UNISYS CORP COM NEW 909214306 39,626 3,686,105 SH   SOLE   2,844,995 0 841,110