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 | 40,249 | 1,023,880 | SH | SOLE | 618,540 | 0 | 405,340 | ||
| ALLY FINL INC | COM | 02005N100 | 47,664 | 1,802,035 | SH | SOLE | 1,189,635 | 0 | 612,400 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 47,919 | 751,670 | SH | SOLE | 496,000 | 0 | 255,670 | ||
| BEAZER HOMES USA INC | COM NEW | 07556Q881 | 19,549 | 1,861,850 | SH | SOLE | 1,593,950 | 0 | 267,900 | ||
| BED BATH & BEYOND INC | COM | 075896100 | 27,551 | 1,836,750 | SH | SOLE | 1,210,950 | 0 | 625,800 | ||
| BIG 5 SPORTING GOODS CORP | COM | 08915P101 | 6,060 | 1,188,150 | SH | SOLE | 1,176,570 | 0 | 11,580 | ||
| C&J ENERGY SVCS INC NEW | COM | 12674R100 | 23,996 | 1,153,645 | SH | SOLE | 756,965 | 0 | 396,680 | ||
| CNA FINL CORP | COM | 126117100 | 13,959 | 305,782 | SH | SOLE | 201,982 | 0 | 103,800 | ||
| DONNELLEY R R & SONS CO | COM | 257867200 | 35,901 | 6,648,420 | SH | SOLE | 5,581,290 | 0 | 1,067,130 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 63,096 | 3,603,438 | SH | SOLE | 2,375,789 | 0 | 1,227,649 | ||
| FLEX LTD | ORD | Y2573F102 | 27,469 | 2,093,705 | SH | SOLE | 1,382,305 | 0 | 711,400 | ||
| FRANCESCAS HLDGS CORP | COM | 351793104 | 18,906 | 5,095,903 | SH | SOLE | 4,556,610 | 0 | 539,293 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 39,824 | 1,702,592 | SH | SOLE | 1,120,362 | 0 | 582,230 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 25,888 | 398,889 | SH | SOLE | 262,389 | 0 | 136,500 | ||
| M/I HOMES INC | COM | 55305B101 | 18,068 | 755,030 | SH | SOLE | 626,250 | 0 | 128,780 | ||
| MCDERMOTT INTL INC | COM | 580037703 | 31,409 | 1,704,212 | SH | SOLE | 1,125,721 | 0 | 578,491 | ||
| MERITOR INC | COM | 59001K100 | 32,457 | 1,676,503 | SH | SOLE | 1,104,803 | 0 | 571,700 | ||
| OFFICE DEPOT INC | COM | 676220106 | 39,622 | 12,343,168 | SH | SOLE | 8,089,304 | 0 | 4,253,864 | ||
| PBF ENERGY INC | CL A | 69318G106 | 35,209 | 705,450 | SH | SOLE | 464,060 | 0 | 241,390 | ||
| PIER 1 IMPORTS INC | COM | 720279108 | 16,461 | 10,974,125 | SH | SOLE | 8,277,330 | 0 | 2,696,795 | ||
| RENEWABLE ENERGY GROUP INC | COM NEW | 75972A301 | 45,505 | 1,580,028 | SH | SOLE | 1,565,628 | 0 | 14,400 | ||
| RYERSON HLDG CORP | COM | 783754104 | 24,967 | 2,209,425 | SH | SOLE | 2,189,425 | 0 | 20,000 | ||
| SHILOH INDS INC | COM | 824543102 | 14,469 | 1,315,364 | SH | SOLE | 1,302,750 | 0 | 12,614 | ||
| SONIC AUTOMOTIVE INC | CL A | 83545G102 | 22,948 | 1,185,918 | SH | SOLE | 1,039,159 | 0 | 146,759 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 31,970 | 6,256,374 | SH | SOLE | 4,128,844 | 0 | 2,127,530 | ||
| SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 24,114 | 4,121,972 | SH | SOLE | 4,084,572 | 0 | 37,400 | ||
| SUPERVALU INC | COM NEW | 868536301 | 62,878 | 1,951,512 | SH | SOLE | 1,286,342 | 0 | 665,170 | ||
| TENNECO INC | COM | 880349105 | 38,286 | 908,550 | SH | SOLE | 597,650 | 0 | 310,900 | ||
| TOWER INTL INC | COM | 891826109 | 32,687 | 1,080,576 | SH | SOLE | 1,070,776 | 0 | 9,800 | ||
| TRINSEO S A | SHS | L9340P101 | 80,993 | 1,034,395 | SH | SOLE | 681,895 | 0 | 352,500 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 47,698 | 2,047,124 | SH | SOLE | 1,346,054 | 0 | 701,070 | ||
| TUTOR PERINI CORP | COM | 901109108 | 11,184 | 594,881 | SH | SOLE | 399,451 | 0 | 195,430 | ||
| UNISYS CORP | COM NEW | 909214306 | 48,133 | 2,359,458 | SH | SOLE | 1,568,158 | 0 | 791,300 | ||