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 | 37,196 | 1,620,032 | SH | SOLE | 1,199,756 | 0 | 420,276 | ||
| ALLY FINL INC | COM | 02005N100 | 52,928 | 1,596,127 | SH | SOLE | 1,026,287 | 0 | 569,840 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 35,044 | 1,388,966 | SH | SOLE | 902,046 | 0 | 486,920 | ||
| BEAZER HOMES USA INC | COM NEW | 07556Q881 | 33,918 | 2,276,353 | SH | SOLE | 1,933,603 | 0 | 342,750 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 34,886 | 1,695,550 | SH | SOLE | 1,090,690 | 0 | 604,860 | ||
| CELESTICA INC | SUB VTG SHS | 15101Q108 | 11,398 | 1,589,731 | SH | SOLE | 1,563,850 | 0 | 25,881 | ||
| DANA INCORPORATED | COM | 235825205 | 29,578 | 2,048,328 | SH | SOLE | 1,501,290 | 0 | 547,038 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 40,248 | 3,107,983 | SH | SOLE | 2,278,553 | 0 | 829,430 | ||
| FLEX LTD | ORD | Y2573F102 | 34,205 | 3,268,561 | SH | SOLE | 2,103,679 | 0 | 1,164,882 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 34,875 | 2,421,029 | SH | SOLE | 1,760,769 | 0 | 660,260 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 41,726 | 452,023 | SH | SOLE | 332,517 | 0 | 119,506 | ||
| HOOKER FURNITURE CORP | COM | 439038100 | 17,691 | 825,130 | SH | SOLE | 811,920 | 0 | 13,210 | ||
| HUNTSMAN CORP | COM | 447011107 | 33,701 | 1,448,893 | SH | SOLE | 931,163 | 0 | 517,730 | ||
| M/I HOMES INC | COM | 55305B101 | 33,061 | 878,112 | SH | SOLE | 739,032 | 0 | 139,080 | ||
| MERITOR INC | COM | 59001K100 | 43,244 | 2,337,497 | SH | SOLE | 1,497,087 | 0 | 840,410 | ||
| PBF ENERGY INC | CL A | 69318G106 | 35,658 | 1,311,433 | SH | SOLE | 846,394 | 0 | 465,039 | ||
| RENEWABLE ENERGY GROUP INC | COM NEW | 75972A301 | 16,768 | 1,117,499 | SH | SOLE | 721,059 | 0 | 396,440 | ||
| RYERSON HLDG CORP | COM | 783754104 | 18,982 | 2,225,360 | SH | SOLE | 2,189,799 | 0 | 35,561 | ||
| SHILOH INDS INC | COM | 824543102 | 5,270 | 1,272,834 | SH | SOLE | 1,252,884 | 0 | 19,950 | ||
| SONIC AUTOMOTIVE INC | CL A | 83545G102 | 17,184 | 547,087 | SH | SOLE | 441,607 | 0 | 105,480 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 11,805 | 6,116,689 | SH | SOLE | 3,969,809 | 0 | 2,146,880 | ||
| SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 20,629 | 3,982,528 | SH | SOLE | 3,920,108 | 0 | 62,420 | ||
| TAYLOR MORRISON HOME CORP | COM | 87724P106 | 27,107 | 1,045,001 | SH | SOLE | 765,601 | 0 | 279,400 | ||
| TENNECO INC | CL A VTG COM STK | 880349105 | 29,608 | 2,364,853 | SH | SOLE | 1,799,494 | 0 | 565,359 | ||
| TRINSEO S A | SHS | L9340P101 | 43,641 | 1,016,093 | SH | SOLE | 653,113 | 0 | 362,980 | ||
| UNITED NAT FOODS INC | COM | 911163103 | 22,974 | 1,994,237 | SH | SOLE | 1,282,827 | 0 | 711,410 | ||
| US XPRESS ENTERPRISES INC | COM CL A | 90338N202 | 11,156 | 2,314,530 | SH | SOLE | 2,278,390 | 0 | 36,140 | ||
| WHIRLPOOL CORP | COM | 963320106 | 22,133 | 139,761 | SH | SOLE | 102,681 | 0 | 37,080 | ||