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 20,304 1,348,234 SH   SOLE   896,680 0 451,554
ALLY FINL INC COM 02005N100 40,627 1,792,905 SH   SOLE   1,188,815 0 604,090
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 31,458 745,630 SH   SOLE   494,940 0 250,690
BEAZER HOMES USA INC COM NEW 07556Q881 23,002 2,426,370 SH   SOLE   2,002,890 0 423,480
BED BATH & BEYOND INC COM 075896100 329 29,050 SH   SOLE   29,050 0 0
BIG 5 SPORTING GOODS CORP COM 08915P101 5,736 2,214,852 SH   SOLE   2,181,012 0 33,840
BUILDERS FIRSTSOURCE INC COM 12008R107 18,592 1,704,170 SH   SOLE   1,128,710 0 575,460
C&J ENERGY SVCS INC NEW COM 12674R100 271 20,090 SH   SOLE   20,090 0 0
CNA FINL CORP COM 126117100 13,546 306,822 SH   SOLE   201,742 0 105,080
DONNELLEY R R & SONS CO COM 257867200 16,250 4,103,531 SH   SOLE   3,162,721 0 940,810
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 51,341 3,550,574 SH   SOLE   2,374,049 0 1,176,525
FLEX LTD ORD Y2573F102 25,012 3,286,721 SH   SOLE   2,186,270 0 1,100,451
FRANCESCAS HLDGS CORP COM 351793104 99 102,050 SH   SOLE   102,050 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 34,178 1,674,582 SH   SOLE   1,119,452 0 555,130
GROUP 1 AUTOMOTIVE INC COM 398905109 31,185 591,517 SH   SOLE   396,099 0 195,418
HUNTSMAN CORP COM 447011107 22,531 1,167,990 SH   SOLE   768,370 0 399,620
M/I HOMES INC COM 55305B101 22,941 1,091,410 SH   SOLE   916,040 0 175,370
MCDERMOTT INTL INC COM 580037703 17,474 2,671,912 SH   SOLE   1,395,751 0 1,276,161
MERITOR INC COM 59001K100 39,359 2,327,558 SH   SOLE   1,556,778 0 770,780
OFFICE DEPOT INC COM 676220106 31,567 12,235,276 SH   SOLE   8,080,994 0 4,154,282
PBF ENERGY INC CL A 69318G106 16,096 492,670 SH   SOLE   328,490 0 164,180
PIER 1 IMPORTS INC COM 720279108 65 213,880 SH   SOLE   213,880 0 0
PROPETRO HLDG CORP COM 74347M108 18,432 1,496,080 SH   SOLE   985,700 0 510,380
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 26,951 1,048,678 SH   SOLE   1,032,918 0 15,760
RYERSON HLDG CORP COM 783754104 14,073 2,219,642 SH   SOLE   2,185,915 0 33,727
SHILOH INDS INC COM 824543102 7,705 1,321,610 SH   SOLE   1,301,660 0 19,950
SONIC AUTOMOTIVE INC CL A 83545G102 16,219 1,178,679 SH   SOLE   1,035,359 0 143,320
SOUTHWESTERN ENERGY CO COM 845467109 20,989 6,155,044 SH   SOLE   4,125,774 0 2,029,270
SPORTSMANS WHSE HLDGS INC COM 84920Y106 18,147 4,143,222 SH   SOLE   4,080,802 0 62,420
TAYLOR MORRISON HOME CORP CL A 87724P106 18,818 1,183,500 SH   SOLE   792,890 0 390,610
TENNECO INC CL A VTG COM STK 880349105 34,103 1,245,100 SH   SOLE   827,570 0 417,530
TOWER INTL INC COM 891826109 25,856 1,086,377 SH   SOLE   1,069,916 0 16,461
TRINSEO S A SHS L9340P101 46,651 1,019,035 SH   SOLE   681,255 0 337,780
TRIUMPH GROUP INC NEW COM 896818101 15,029 1,306,899 SH   SOLE   859,389 0 447,510
TUTOR PERINI CORP COM 901109108 6,280 393,247 SH   SOLE   259,707 0 133,540
UNISYS CORP COM NEW 909214306 27,787 2,389,268 SH   SOLE   1,570,058 0 819,210
UNITED NAT FOODS INC COM 911163103 16,169 1,526,771 SH   SOLE   1,008,161 0 518,610