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 | 45,333 | 1,867,881 | SH | SOLE | 1,250,516 | 0 | 617,365 | ||
| ALLY FINL INC | COM | 02005N100 | 49,558 | 1,599,177 | SH | SOLE | 1,071,397 | 0 | 527,780 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 33,294 | 745,836 | SH | SOLE | 495,146 | 0 | 250,690 | ||
| BEAZER HOMES USA INC | COM NEW | 07556Q881 | 23,455 | 2,440,663 | SH | SOLE | 2,017,183 | 0 | 423,480 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 28,883 | 1,713,100 | SH | SOLE | 1,137,640 | 0 | 575,460 | ||
| CELESTICA INC | SUB VTG SHS | 15101Q108 | 7,537 | 1,103,500 | SH | SOLE | 1,086,160 | 0 | 17,340 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 49,183 | 3,558,793 | SH | SOLE | 2,382,273 | 0 | 1,176,520 | ||
| FLEX LTD | ORD | Y2573F102 | 31,555 | 3,297,287 | SH | SOLE | 2,196,849 | 0 | 1,100,438 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 30,345 | 1,983,319 | SH | SOLE | 1,313,669 | 0 | 669,650 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 48,512 | 592,409 | SH | SOLE | 396,991 | 0 | 195,418 | ||
| HOOKER FURNITURE CORP | COM | 439038100 | 6,368 | 308,850 | SH | SOLE | 304,210 | 0 | 4,640 | ||
| HUNTSMAN CORP | COM | 447011107 | 29,810 | 1,458,413 | SH | SOLE | 972,353 | 0 | 486,060 | ||
| M/I HOMES INC | COM | 55305B101 | 31,336 | 1,097,962 | SH | SOLE | 922,592 | 0 | 175,370 | ||
| MCDERMOTT INTL INC | COM | 580037703 | 36,632 | 3,792,132 | SH | SOLE | 2,530,781 | 0 | 1,261,351 | ||
| MERITOR INC | COM | 59001K100 | 56,550 | 2,331,957 | SH | SOLE | 1,561,177 | 0 | 770,780 | ||
| OFFICE DEPOT INC | COM | 676220106 | 25,335 | 12,298,447 | SH | SOLE | 8,145,747 | 0 | 4,152,700 | ||
| PBF ENERGY INC | CL A | 69318G106 | 36,011 | 1,150,514 | SH | SOLE | 772,294 | 0 | 378,220 | ||
| RENEWABLE ENERGY GROUP INC | COM NEW | 75972A301 | 17,648 | 1,112,729 | SH | SOLE | 752,149 | 0 | 360,580 | ||
| RYERSON HLDG CORP | COM | 783754104 | 19,382 | 2,326,729 | SH | SOLE | 2,291,569 | 0 | 35,160 | ||
| SHILOH INDS INC | COM | 824543102 | 6,458 | 1,326,134 | SH | SOLE | 1,306,184 | 0 | 19,950 | ||
| SONIC AUTOMOTIVE INC | CL A | 83545G102 | 24,621 | 1,054,414 | SH | SOLE | 915,287 | 0 | 139,127 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 19,498 | 6,170,099 | SH | SOLE | 4,140,829 | 0 | 2,029,270 | ||
| SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 15,690 | 4,150,728 | SH | SOLE | 4,088,308 | 0 | 62,420 | ||
| TAYLOR MORRISON HOME CORP | COM | 87724P106 | 24,928 | 1,189,321 | SH | SOLE | 798,711 | 0 | 390,610 | ||
| TENNECO INC | CL A VTG COM STK | 880349105 | 26,489 | 2,388,549 | SH | SOLE | 1,606,904 | 0 | 781,645 | ||
| TOWER INTL INC | COM | 891826109 | 21,253 | 1,089,876 | SH | SOLE | 1,073,418 | 0 | 16,458 | ||
| TRINSEO S A | SHS | L9340P101 | 43,164 | 1,019,473 | SH | SOLE | 681,693 | 0 | 337,780 | ||
| UNISYS CORP | COM NEW | 909214306 | 23,283 | 2,395,352 | SH | SOLE | 1,576,142 | 0 | 819,210 | ||
| UNITED NAT FOODS INC | COM | 911163103 | 17,944 | 2,000,497 | SH | SOLE | 1,340,277 | 0 | 660,220 | ||
| US XPRESS ENTERPRISES INC | COM CL A | 90338N202 | 7,955 | 1,547,750 | SH | SOLE | 1,524,420 | 0 | 23,330 | ||
| WHIRLPOOL CORP | COM | 963320106 | 22,682 | 159,331 | SH | SOLE | 107,191 | 0 | 52,140 | ||