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 | 46,994 | 1,063,211 | SH | SOLE | 793,901 | 0 | 269,310 | ||
| ADVANSIX INC | COM | 00773T101 | 21,563 | 803,974 | SH | SOLE | 609,444 | 0 | 194,530 | ||
| ALASKA AIR GROUP INC | COM | 011659109 | 14,449 | 208,765 | SH | SOLE | 156,075 | 0 | 52,690 | ||
| ALLY FINL INC | COM | 02005N100 | 50,907 | 1,126,013 | SH | SOLE | 841,883 | 0 | 284,130 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 26,127 | 432,280 | SH | SOLE | 323,670 | 0 | 108,610 | ||
| BEAZER HOMES USA INC | COM NEW | 07556Q881 | 30,516 | 1,458,708 | SH | SOLE | 1,089,648 | 0 | 369,060 | ||
| CELESTICA INC | SUB VTG SHS | 15101Q108 | 18,173 | 2,171,165 | SH | SOLE | 2,171,165 | 0 | 0 | ||
| DANA INC | COM | 235825205 | 40,535 | 1,666,037 | SH | SOLE | 1,244,397 | 0 | 421,640 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 24,967 | 283,228 | SH | SOLE | 212,118 | 0 | 71,110 | ||
| DESIGNER BRANDS INC | CL A | 250565108 | 51,157 | 2,940,054 | SH | SOLE | 2,196,804 | 0 | 743,250 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 49,858 | 1,594,951 | SH | SOLE | 1,180,301 | 0 | 414,650 | ||
| FLUOR CORP NEW | COM | 343412102 | 48,233 | 2,088,919 | SH | SOLE | 1,558,365 | 0 | 530,554 | ||
| FOOT LOCKER INC | COM | 344849104 | 29,971 | 532,818 | SH | SOLE | 397,778 | 0 | 135,040 | ||
| GREENBRIER COS INC | COM | 393657101 | 28,229 | 597,817 | SH | SOLE | 447,077 | 0 | 150,740 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 33,236 | 210,636 | SH | SOLE | 157,846 | 0 | 52,790 | ||
| HOLLYFRONTIER CORP | COM | 436106108 | 31,777 | 888,124 | SH | SOLE | 664,164 | 0 | 223,960 | ||
| HOOKER FURNITURE CORP | COM | 439038100 | 26,343 | 722,510 | SH | SOLE | 722,510 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 29,359 | 1,018,358 | SH | SOLE | 760,558 | 0 | 257,800 | ||
| LIBERTY OILFIELD SVCS INC | COM CL A | 53115L104 | 19,554 | 1,731,960 | SH | SOLE | 1,291,290 | 0 | 440,670 | ||
| M/I HOMES INC | COM | 55305B101 | 24,153 | 408,891 | SH | SOLE | 305,501 | 0 | 103,390 | ||
| MANITOWOC CO INC | COM NEW | 563571405 | 38,906 | 1,886,790 | SH | SOLE | 1,413,620 | 0 | 473,170 | ||
| MERITOR INC | COM | 59001K100 | 28,091 | 954,834 | SH | SOLE | 712,814 | 0 | 242,020 | ||
| PACTIV EVERGREEN INC | COM | 69526K105 | 21,734 | 1,581,800 | SH | SOLE | 1,182,480 | 0 | 399,320 | ||
| PROPETRO HLDG CORP | COM | 74347M108 | 38,304 | 3,593,260 | SH | SOLE | 2,691,880 | 0 | 901,380 | ||
| PVH CORPORATION | COM | 693656100 | 31,818 | 301,026 | SH | SOLE | 224,666 | 0 | 76,360 | ||
| RYERSON HLDG CORP | COM | 783754104 | 26,071 | 1,529,971 | SH | SOLE | 1,529,185 | 0 | 786 | ||
| STERLING CONSTR INC | COM | 859241101 | 19,824 | 854,497 | SH | SOLE | 854,497 | 0 | 0 | ||
| TAYLOR MORRISON HOME CORP | COM | 87724P106 | 36,051 | 1,170,121 | SH | SOLE | 874,021 | 0 | 296,100 | ||
| U S XPRESS ENTERPRISES INC | COM CL A | 90338N202 | 19,568 | 1,665,338 | SH | SOLE | 1,665,338 | 0 | 0 | ||
| WABASH NATL CORP | COM | 929566107 | 21,536 | 1,145,513 | SH | SOLE | 858,173 | 0 | 287,340 | ||
| WHIRLPOOL CORP | COM | 963320106 | 18,378 | 83,403 | SH | SOLE | 62,293 | 0 | 21,110 | ||