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 |
| AAR CORP | COM | 000361105 | 1,759 | 85,080 | SH | SOLE | 57,020 | 0 | 28,060 | ||
| HOLLYFRONTIER CORP | COM | 436106108 | 12,887 | 441,330 | SH | SOLE | 294,590 | 0 | 146,740 | ||
| RYERSON HLDG CORP | COM | 783754104 | 7,525 | 1,336,543 | SH | SOLE | 1,335,921 | 0 | 622 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 21,239 | 2,374,406 | SH | SOLE | 1,565,516 | 0 | 808,890 | ||
| TRINSEO S A | SHS | L9340P101 | 22,318 | 1,007,134 | SH | SOLE | 669,813 | 0 | 337,321 | ||
| DANA INCORPORATED | COM | 235825205 | 24,554 | 2,014,290 | SH | SOLE | 1,339,360 | 0 | 674,930 | ||
| FLUOR CORP NEW | COM | 343412102 | 20,576 | 1,703,279 | SH | SOLE | 1,134,774 | 0 | 568,505 | ||
| WHIRLPOOL CORP | COM | 963320106 | 21,173 | 163,461 | SH | SOLE | 108,241 | 0 | 55,220 | ||
| GREENBRIER COS INC | COM | 393657101 | 14,008 | 615,738 | SH | SOLE | 402,820 | 0 | 212,918 | ||
| M/I HOMES INC | COM | 55305B101 | 17,224 | 500,102 | SH | SOLE | 331,702 | 0 | 168,400 | ||
| ALLY FINL INC | COM | 02005N100 | 27,285 | 1,375,957 | SH | SOLE | 910,687 | 0 | 465,270 | ||
| CELESTICA INC | SUB VTG SHS | 15101Q108 | 16,054 | 2,350,570 | SH | SOLE | 2,349,970 | 0 | 600 | ||
| ALASKA AIR GROUP INC | COM | 011659109 | 9,225 | 254,420 | SH | SOLE | 168,930 | 0 | 85,490 | ||
| FLEX LTD | ORD | Y2573F102 | 16,235 | 1,583,929 | SH | SOLE | 1,048,889 | 0 | 535,040 | ||
| HOOKER FURNITURE CORP | COM | 439038100 | 15,240 | 783,530 | SH | SOLE | 783,530 | 0 | 0 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 28,185 | 655,016 | SH | SOLE | 435,826 | 0 | 219,190 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 19,094 | 347,540 | SH | SOLE | 229,760 | 0 | 117,780 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 21,389 | 1,296,324 | SH | SOLE | 860,674 | 0 | 435,650 | ||
| WABASH NATL CORP | COM | 929566107 | 14,925 | 1,405,330 | SH | SOLE | 934,570 | 0 | 470,760 | ||
| TAYLOR MORRISON HOME CORP | COM | 87724P106 | 27,602 | 1,430,921 | SH | SOLE | 944,511 | 0 | 486,410 | ||
| ADVANSIX INC | COM | 00773T101 | 19,491 | 1,660,230 | SH | SOLE | 1,106,000 | 0 | 554,230 | ||
| ADIENT PLC | ORD SHS | G0084W101 | 21,503 | 1,309,576 | SH | SOLE | 856,546 | 0 | 453,030 | ||
| FOOT LOCKER INC | COM | 344849104 | 18,906 | 648,350 | SH | SOLE | 431,780 | 0 | 216,570 | ||
| SONIC AUTOMOTIVE INC | CL A | 83545G102 | 18,768 | 588,140 | SH | SOLE | 409,900 | 0 | 178,240 | ||
| MERITOR INC | COM | 59001K100 | 23,087 | 1,166,027 | SH | SOLE | 773,147 | 0 | 392,880 | ||
| HUNTSMAN CORP | COM | 447011107 | 22,305 | 1,241,253 | SH | SOLE | 824,613 | 0 | 416,640 | ||
| MANITOWOC CO INC | COM NEW | 563571405 | 17,093 | 1,571,030 | SH | SOLE | 1,047,710 | 0 | 523,320 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 16,975 | 257,320 | SH | SOLE | 171,890 | 0 | 85,430 | ||
| PBF ENERGY INC | CL A | 69318G106 | 17,812 | 1,739,455 | SH | SOLE | 1,154,934 | 0 | 584,521 | ||