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
AAR CORP COM 000361105 2,373 126,247 SH   SOLE   84,747 0 41,500
ADIENT PLC ORD SHS G0084W101 20,730 1,196,214 SH   SOLE   823,054 0 373,160
ADVANSIX INC COM 00773T101 19,783 1,535,940 SH   SOLE   1,060,200 0 475,740
ALASKA AIR GROUP INC COM 011659109 8,623 235,406 SH   SOLE   162,366 0 73,040
ALLY FINL INC COM 02005N100 31,643 1,262,203 SH   SOLE   873,783 0 388,420
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 29,348 481,898 SH   SOLE   332,268 0 149,630
BEAZER HOMES USA INC COM NEW 07556Q881 17,817 1,349,771 SH   SOLE   932,041 0 417,730
CELESTICA INC SUB VTG SHS 15101Q108 15,582 2,258,206 SH   SOLE   2,258,206 0 0
CNA FINL CORP COM 126117100 8,577 285,979 SH   SOLE   196,969 0 89,010
DANA INCORPORATED COM 235825205 22,999 1,866,782 SH   SOLE   1,289,382 0 577,400
DELL TECHNOLOGIES INC CL C 24703L202 21,643 319,737 SH   SOLE   220,757 0 98,980
DESIGNER BRANDS INC CL A 250565108 17,932 3,302,369 SH   SOLE   2,282,139 0 1,020,230
DXC TECHNOLOGY CO COM 23355L106 21,249 1,190,399 SH   SOLE   824,839 0 365,560
FLEX LTD ORD Y2573F102 16,328 1,465,700 SH   SOLE   1,008,720 0 456,980
FLUOR CORP NEW COM 343412102 13,858 1,572,942 SH   SOLE   1,091,178 0 481,764
FOOT LOCKER INC COM 344849104 20,029 606,392 SH   SOLE   414,192 0 192,200
GOODYEAR TIRE & RUBR CO COM 382550101 16,852 2,197,130 SH   SOLE   1,504,560 0 692,570
GREENBRIER COS INC COM 393657101 19,807 673,713 SH   SOLE   464,633 0 209,080
GROUP 1 AUTOMOTIVE INC COM 398905109 20,888 236,318 SH   SOLE   164,488 0 71,830
HOLLYFRONTIER CORP COM 436106108 19,702 999,594 SH   SOLE   690,284 0 309,310
HOOKER FURNITURE CORP COM 439038100 19,389 750,647 SH   SOLE   750,647 0 0
HUNTSMAN CORP COM 447011107 25,365 1,142,071 SH   SOLE   790,061 0 352,010
M/I HOMES INC COM 55305B101 21,231 461,038 SH   SOLE   317,608 0 143,430
MANITOWOC CO INC COM NEW 563571405 12,163 1,446,302 SH   SOLE   1,005,842 0 440,460
MERITOR INC COM 59001K100 22,479 1,073,507 SH   SOLE   741,057 0 332,450
PBF ENERGY INC CL A 69318G106 309 54,287 SH   SOLE   54,210 0 77
PVH CORPORATION COM 693656100 20,139 337,676 SH   SOLE   233,296 0 104,380
RYERSON HLDG CORP COM 783754104 9,110 1,589,826 SH   SOLE   1,589,040 0 786
STERLING CONSTRUCTION CO INC COM 859241101 7,347 518,833 SH   SOLE   518,833 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 32,416 1,318,270 SH   SOLE   906,760 0 411,510
TRINSEO S A SHS L9340P101 23,727 925,373 SH   SOLE   640,965 0 284,408
WABASH NATL CORP COM 929566107 15,416 1,288,932 SH   SOLE   893,262 0 395,670
WHIRLPOOL CORP COM 963320106 20,754 112,861 SH   SOLE   77,841 0 35,020