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
ARCOSA INC COM 039653100 23 740 SH   SOLE 0 740 0 0
ARCONIC INC COM 03965L100 41,761 2,185,307 SH   SOLE 0 692,564 0 1,492,743
ALLEGHENY TECHNOLOGIES COM 01741R102 39,156 1,531,322 SH   SOLE 0 504,255 0 1,027,067
BALL CORP COM 058498106 26,599 459,706 SH   SOLE 0 149,356 0 310,350
CONAGRA BRANDS, INC. COM 205887102 43,400 1,564,528 SH   SOLE 0 486,488 0 1,078,040
CALERES INC COM 129500104 467 18,907 SH   SOLE 0 18,907 0 0
CROWN HOLDINGS INC COM 228368106 38,859 712,088 SH   SOLE 0 228,143 0 483,945
CONSOL ENERGY INC COM 20854L108 173 5,068 SH   SOLE 0 5,068 0 0
CNX Resources COM 12653C108 279 25,950 SH   SOLE 0 25,950 0 0
DOMINION ENERGY, INC COM 25746U109 48,584 633,759 SH   SOLE 0 194,619 0 439,140
NOW INC COM 67011P100 390 27,970 SH   SOLE 0 27,970 0 0
DOW INC wi COM 260557103 5,818 112,680 SH   SOLE 0 36,360 0 76,320
DEVON ENERGY COM 25179M103 26,600 842,838 SH   SOLE 0 255,936 0 586,902
DOWDUPONT INC COM 26078J100 51,500 966,046 SH   SOLE 0 299,096 0 666,950
ENCOMPASS HEALTH CORP COM 29261A100 674 11,538 SH   SOLE 0 11,538 0 0
FIRSTENERGY COM 337932107 27,951 671,741 SH   SOLE 0 221,921 0 449,820
SPX FLOW INC COM 78469X107 19 600 SH   SOLE 0 600 0 0
FMC CORP COM 302491303 29,659 386,078 SH   SOLE 0 114,535 0 271,543
GRAPHIC PACKAGING CO COM 388689101 30,633 2,425,416 SH   SOLE 0 780,696 0 1,644,720
HANESBRANDS IND COM 410345102 36,700 2,052,564 SH   SOLE 0 629,683 0 1,422,881
HD SUPPLY HOLDINGS COM 40416M105 33,938 782,878 SH   SOLE 0 252,844 0 530,034
INTERNATIONAL PAPER COM 460146103 39,199 847,182 SH   SOLE 0 261,952 0 585,230
ITT INC COM 45073V108 701 12,092 SH   SOLE 0 12,092 0 0
RUSSELL MIDCAP VALUE ETF COM 464287473 103 1,190 SH   SOLE 0 1,190 0 0
JOHNSON CONTROLS INTL COM G51502105 45,785 1,239,434 SH   SOLE 0 386,012 0 853,422
KROGER CO COM 501044101 36,380 1,478,844 SH   SOLE 0 458,744 0 1,020,100
LIVENT CORP COM 53814L108 4,655 379,070 SH   SOLE 0 107,119 0 271,951
MACERICH COMPANY COM 554382101 25,587 590,238 SH   SOLE 0 189,028 0 401,210
MAGNOLIA OIL & GAS CORP COM 559663109 351 29,250 SH   SOLE 0 29,250 0 0
MARTIN MARIETTA COM 573284106 564 2,801 SH   SOLE 0 2,801 0 0
NATIONAL FUEL GAS COM 636180101 681 11,179 SH   SOLE 0 11,179 0 0
NISOURCE INC COM 65473P105 781 27,248 SH   SOLE 0 27,248 0 0
nVENT ELECTRIC COM G6700G107 585 21,700 SH   SOLE 0 21,700 0 0
NEWELL BRANDS, INC COM 651229106 30,180 1,967,391 SH   SOLE 0 623,661 0 1,343,730
OWENS CORNING COM 690742101 30,794 653,514 SH   SOLE 0 208,854 0 444,660
OWENS ILLINOIS COM 690768403 34,432 1,814,136 SH   SOLE 0 581,359 0 1,232,777
ONEOK INC COM 682680103 56,998 816,125 SH   SOLE 0 261,295 0 554,830
OCCIDENTAL PETROLEUM COM 674599105 26,873 405,941 SH   SOLE 0 123,381 0 282,560
PACKAGING CORP OF AMERICA COM 695156109 732 7,370 SH   SOLE 0 7,370 0 0
PERRIGO COMPANY PLC COM G97822103 25,343 526,227 SH   SOLE 0 167,613 0 358,614
REPUBLIC SERVICES INC COM 760759100 34,820 433,187 SH   SOLE 0 133,825 0 299,362
RAYTHEON COM 755111507 39,622 217,605 SH   SOLE 0 68,625 0 148,980
STERICYCLE INC COM 858912108 18,329 336,806 SH   SOLE 0 115,816 0 220,990
TRIUMPH GROUP COM 896818101 458 24,020 SH   SOLE 0 24,020 0 0
TARGET CORP COM 87612E106 46,322 577,148 SH   SOLE 0 179,268 0 397,880
TJX COMPANIES COM 872540109 20,011 376,079 SH   SOLE 0 125,879 0 250,200
TRINITY IND COM 896522109 483 22,240 SH   SOLE 0 22,240 0 0
VEREIT INC COM 92339V100 35,935 4,293,317 SH   SOLE 0 1,354,317 0 2,939,000
WASTE CONNECTIONS INC COM 94106B101 611 6,892 SH   SOLE 0 6,892 0 0
SELECT ENERGY SRVC COM 81617J301 498 41,400 SH   SOLE 0 41,400 0 0
WEYERHAEUSER CO COM 962166104 25,231 957,882 SH   SOLE 0 295,720 0 662,162