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 | 21,562 | 1,663,748 | SH | SOLE | 1,108,466 | 0 | 555,282 | ||
| ALLY FINL INC | COM | 02005N100 | 44,287 | 1,611,027 | SH | SOLE | 1,083,247 | 0 | 527,780 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 37,934 | 750,286 | SH | SOLE | 499,596 | 0 | 250,690 | ||
| BEAZER HOMES USA INC | COM NEW | 07556Q881 | 28,146 | 2,445,333 | SH | SOLE | 2,021,853 | 0 | 423,480 | ||
| BIG 5 SPORTING GOODS CORP | COM | 08915P101 | 4,059 | 1,276,351 | SH | SOLE | 1,258,191 | 0 | 18,160 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 22,886 | 1,715,610 | SH | SOLE | 1,140,150 | 0 | 575,460 | ||
| DONNELLEY R R & SONS CO | COM | 257867200 | 19,323 | 4,093,815 | SH | SOLE | 3,152,688 | 0 | 941,127 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 53,105 | 3,576,101 | SH | SOLE | 2,399,243 | 0 | 1,176,858 | ||
| FLEX LTD | ORD | Y2573F102 | 33,097 | 3,309,659 | SH | SOLE | 2,208,649 | 0 | 1,101,010 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 30,529 | 1,682,039 | SH | SOLE | 1,126,909 | 0 | 555,130 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 38,486 | 594,836 | SH | SOLE | 399,331 | 0 | 195,505 | ||
| HUNTSMAN CORP | COM | 447011107 | 26,915 | 1,196,733 | SH | SOLE | 797,113 | 0 | 399,620 | ||
| M/I HOMES INC | COM | 55305B101 | 29,291 | 1,100,332 | SH | SOLE | 924,962 | 0 | 175,370 | ||
| MCDERMOTT INTL INC | COM | 580037703 | 28,289 | 3,802,259 | SH | SOLE | 2,540,908 | 0 | 1,261,351 | ||
| MERITOR INC | COM | 59001K100 | 47,657 | 2,341,887 | SH | SOLE | 1,571,107 | 0 | 770,780 | ||
| OFFICE DEPOT INC | COM | 676220106 | 44,727 | 12,321,582 | SH | SOLE | 8,164,977 | 0 | 4,156,605 | ||
| PBF ENERGY INC | CL A | 69318G106 | 15,441 | 495,844 | SH | SOLE | 331,664 | 0 | 164,180 | ||
| PROPETRO HLDG CORP | COM | 74347M108 | 34,556 | 1,533,076 | SH | SOLE | 1,022,696 | 0 | 510,380 | ||
| RENEWABLE ENERGY GROUP INC | COM NEW | 75972A301 | 12,193 | 555,219 | SH | SOLE | 546,899 | 0 | 8,320 | ||
| RYERSON HLDG CORP | COM | 783754104 | 19,202 | 2,243,213 | SH | SOLE | 2,209,019 | 0 | 34,194 | ||
| SHILOH INDS INC | COM | 824543102 | 7,337 | 1,334,054 | SH | SOLE | 1,314,104 | 0 | 19,950 | ||
| SONIC AUTOMOTIVE INC | CL A | 83545G102 | 17,536 | 1,184,076 | SH | SOLE | 1,042,787 | 0 | 141,289 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 29,054 | 6,194,909 | SH | SOLE | 4,165,639 | 0 | 2,029,270 | ||
| SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 20,073 | 4,181,838 | SH | SOLE | 4,119,418 | 0 | 62,420 | ||
| TAILORED BRANDS INC | COM | 87403A107 | 5,635 | 718,810 | SH | SOLE | 500,340 | 0 | 218,470 | ||
| TAYLOR MORRISON HOME CORP | CL A | 87724P106 | 21,142 | 1,191,111 | SH | SOLE | 800,501 | 0 | 390,610 | ||
| TENNECO INC | CL A VTG COM STK | 880349105 | 27,701 | 1,250,046 | SH | SOLE | 832,274 | 0 | 417,772 | ||
| TOWER INTL INC | COM | 891826109 | 23,086 | 1,097,771 | SH | SOLE | 1,081,148 | 0 | 16,623 | ||
| TRINSEO S A | SHS | L9340P101 | 46,450 | 1,025,393 | SH | SOLE | 687,613 | 0 | 337,780 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 25,103 | 1,317,068 | SH | SOLE | 869,558 | 0 | 447,510 | ||
| UNISYS CORP | COM NEW | 909214306 | 28,066 | 2,405,002 | SH | SOLE | 1,585,792 | 0 | 819,210 | ||
| UNITED NAT FOODS INC | COM | 911163103 | 20,670 | 1,563,537 | SH | SOLE | 1,044,927 | 0 | 518,610 | ||
| WHIRLPOOL CORP | COM | 963320106 | 16,245 | 122,241 | SH | SOLE | 81,201 | 0 | 41,040 | ||