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 4,236 116,957 SH   SOLE   84,177 0 32,780
ADIENT PLC ORD SHS G0084W101 38,307 1,101,731 SH   SOLE   805,441 0 296,290
ADVANSIX INC COM 00773T101 28,166 1,409,024 SH   SOLE   1,034,924 0 374,100
ALASKA AIR GROUP INC COM 011659109 11,204 215,465 SH   SOLE   158,595 0 56,870
ALLY FINL INC COM 02005N100 41,264 1,157,163 SH   SOLE   851,293 0 305,870
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 24,058 441,100 SH   SOLE   324,680 0 116,420
BEAZER HOMES USA INC COM NEW 07556Q881 22,787 1,504,118 SH   SOLE   1,106,888 0 397,230
CELESTICA INC SUB VTG SHS 15101Q108 17,792 2,204,705 SH   SOLE   2,204,705 0 0
DANA INC COM 235825205 33,656 1,724,157 SH   SOLE   1,263,627 0 460,530
DELL TECHNOLOGIES INC CL C 24703L202 21,439 292,518 SH   SOLE   215,518 0 77,000
DESIGNER BRANDS INC CL A 250565108 23,447 3,065,024 SH   SOLE   2,229,144 0 835,880
DXC TECHNOLOGY CO COM 23355L106 37,627 1,461,231 SH   SOLE   1,076,321 0 384,910
FLUOR CORP NEW COM 343412102 34,364 2,151,799 SH   SOLE   1,580,225 0 571,574
FOOT LOCKER INC COM 344849104 22,205 549,078 SH   SOLE   404,048 0 145,030
GOODYEAR TIRE & RUBR CO COM 382550101 21,848 2,002,533 SH   SOLE   1,468,453 0 534,080
GREENBRIER COS INC COM 393657101 22,550 619,837 SH   SOLE   454,247 0 165,590
GROUP 1 AUTOMOTIVE INC COM 398905109 28,558 217,766 SH   SOLE   160,486 0 57,280
HOLLYFRONTIER CORP COM 436106108 23,603 913,064 SH   SOLE   673,784 0 239,280
HOOKER FURNITURE CORP COM 439038100 23,751 736,457 SH   SOLE   736,457 0 0
HUNTSMAN CORP COM 447011107 26,431 1,051,348 SH   SOLE   772,838 0 278,510
M/I HOMES INC COM 55305B101 18,672 421,581 SH   SOLE   310,551 0 111,030
MANITOWOC CO INC COM NEW 563571405 22,230 1,670,210 SH   SOLE   1,226,100 0 444,110
MERITOR INC COM 59001K100 27,385 981,184 SH   SOLE   719,884 0 261,300
PVH CORPORATION COM 693656100 29,173 310,716 SH   SOLE   228,266 0 82,450
RYERSON HLDG CORP COM 783754104 21,183 1,553,001 SH   SOLE   1,552,215 0 786
STERLING CONSTR INC COM 859241101 12,855 690,777 SH   SOLE   690,777 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 30,842 1,202,431 SH   SOLE   887,381 0 315,050
TRINSEO S A SHS L9340P101 38,206 746,066 SH   SOLE   548,508 0 197,558
U S XPRESS ENTERPRISES INC COM CL A 90338N202 11,640 1,701,748 SH   SOLE   1,701,748 0 0
WABASH NATL CORP COM 929566107 20,537 1,191,943 SH   SOLE   872,513 0 319,430
WHIRLPOOL CORP COM 963320106 15,577 86,303 SH   SOLE   63,403 0 22,900