The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | ORD SHS | G0084W101 | 50,862 | 1,033,994 | SH | SOLE | 683,294 | 0 | 350,700 | ||
| ALLY FINL INC | COM | 02005N100 | 46,283 | 1,761,815 | SH | SOLE | 1,179,495 | 0 | 582,320 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 59,632 | 831,690 | SH | SOLE | 556,120 | 0 | 275,570 | ||
| BED BATH & BEYOND INC | COM | 075896100 | 36,045 | 1,809,040 | SH | SOLE | 1,199,390 | 0 | 609,650 | ||
| CNA FINL CORP | COM | 126117100 | 13,663 | 299,092 | SH | SOLE | 200,152 | 0 | 98,940 | ||
| DONNELLEY R R & SONS CO | COM | 257867200 | 33,154 | 5,755,856 | SH | SOLE | 4,692,160 | 0 | 1,063,696 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 66,348 | 3,512,359 | SH | SOLE | 2,355,909 | 0 | 1,156,450 | ||
| FLEX LTD | ORD | Y2573F102 | 28,854 | 2,044,925 | SH | SOLE | 1,370,175 | 0 | 674,750 | ||
| FRANCESCAS HLDGS CORP | COM | 351793104 | 38,184 | 5,057,533 | SH | SOLE | 4,512,780 | 0 | 544,753 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 33,861 | 1,453,882 | SH | SOLE | 962,342 | 0 | 491,540 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 24,387 | 387,099 | SH | SOLE | 259,789 | 0 | 127,310 | ||
| MCDERMOTT INTL INC | COM | 580037703 | 33,240 | 1,691,619 | SH | SOLE | 1,119,403 | 0 | 572,216 | ||
| MERITOR INC | COM | 59001K100 | 33,788 | 1,642,583 | SH | SOLE | 1,092,663 | 0 | 549,920 | ||
| OFFICE DEPOT INC | COM | 676220106 | 30,772 | 12,067,578 | SH | SOLE | 8,018,814 | 0 | 4,048,764 | ||
| PBF ENERGY INC | CL A | 69318G106 | 34,581 | 824,720 | SH | SOLE | 547,550 | 0 | 277,170 | ||
| PIER 1 IMPORTS INC | COM | 720279108 | 25,946 | 10,901,645 | SH | SOLE | 8,194,950 | 0 | 2,706,695 | ||
| RENEWABLE ENERGY GROUP INC | COM NEW | 75972A301 | 33,726 | 1,889,403 | SH | SOLE | 1,869,953 | 0 | 19,450 | ||
| RYERSON HLDG CORP | COM | 783754104 | 24,402 | 2,188,513 | SH | SOLE | 2,165,195 | 0 | 23,318 | ||
| SHILOH INDS INC | COM | 824543102 | 11,412 | 1,311,734 | SH | SOLE | 1,297,610 | 0 | 14,124 | ||
| SONIC AUTOMOTIVE INC | CL A | 83545G102 | 24,263 | 1,177,838 | SH | SOLE | 1,029,839 | 0 | 147,999 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 38,675 | 7,297,104 | SH | SOLE | 4,893,304 | 0 | 2,403,800 | ||
| SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 20,958 | 4,093,412 | SH | SOLE | 4,051,122 | 0 | 42,290 | ||
| SUPERVALU INC | COM NEW | 868536301 | 55,425 | 2,701,012 | SH | SOLE | 1,891,742 | 0 | 809,270 | ||
| TENNECO INC | COM | 880349105 | 23,464 | 533,750 | SH | SOLE | 352,650 | 0 | 181,100 | ||
| TOWER INTL INC | COM | 891826109 | 34,107 | 1,072,556 | SH | SOLE | 1,061,476 | 0 | 11,080 | ||
| TRINSEO S A | SHS | L9340P101 | 71,612 | 1,009,325 | SH | SOLE | 676,515 | 0 | 332,810 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 39,342 | 2,007,264 | SH | SOLE | 1,331,994 | 0 | 675,270 | ||
| TUTOR PERINI CORP | COM | 901109108 | 19,279 | 1,044,940 | SH | SOLE | 700,820 | 0 | 344,120 | ||
| UNISYS CORP | COM NEW | 909214306 | 50,050 | 3,879,835 | SH | SOLE | 3,011,025 | 0 | 868,810 | ||