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 | 39,096 | 943,204 | SH | SOLE | 779,504 | 0 | 163,700 | ||
| ALASKA AIR GROUP INC | COM | 011659109 | 10,809 | 184,446 | SH | SOLE | 153,436 | 0 | 31,010 | ||
| ALLY FINL INC | COM | 02005N100 | 51,049 | 999,981 | SH | SOLE | 827,041 | 0 | 172,940 | ||
| BEAZER HOMES USA INC | COM NEW | 07556Q881 | 26,730 | 1,549,581 | SH | SOLE | 1,283,281 | 0 | 266,300 | ||
| CELESTICA INC | SUB VTG SHS | 15101Q108 | 18,941 | 2,133,006 | SH | SOLE | 2,133,006 | 0 | 0 | ||
| CVR ENERGY INC | COM | 12662P108 | 7,482 | 449,106 | SH | SOLE | 366,840 | 0 | 82,266 | ||
| DANA INC | COM | 235825205 | 32,994 | 1,483,522 | SH | SOLE | 1,225,922 | 0 | 257,600 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 26,199 | 251,817 | SH | SOLE | 208,317 | 0 | 43,500 | ||
| DESIGNER BRANDS INC | CL A | 250565108 | 36,484 | 2,619,069 | SH | SOLE | 2,158,239 | 0 | 460,830 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 41,635 | 1,238,759 | SH | SOLE | 1,024,579 | 0 | 214,180 | ||
| FLUOR CORP NEW | COM | 343412102 | 19,804 | 1,240,048 | SH | SOLE | 1,025,688 | 0 | 214,360 | ||
| FOOT LOCKER INC | COM | 344849104 | 29,575 | 647,712 | SH | SOLE | 534,472 | 0 | 113,240 | ||
| FTS INTERNATIONAL INC | COM NEW CL A | 30283W302 | 12,214 | 496,510 | SH | SOLE | 496,510 | 0 | 0 | ||
| GREENBRIER COS INC | COM | 393657101 | 17,601 | 409,423 | SH | SOLE | 338,033 | 0 | 71,390 | ||
| HAWAIIAN HOLDINGS INC | COM | 419879101 | 29,234 | 1,349,670 | SH | SOLE | 1,116,640 | 0 | 233,030 | ||
| HOLLYFRONTIER CORP | COM | 436106108 | 37,925 | 1,144,734 | SH | SOLE | 945,884 | 0 | 198,850 | ||
| HOOKER FURNISHINGS CORPORATI | COM | 439038100 | 17,872 | 662,179 | SH | SOLE | 662,179 | 0 | 0 | ||
| LIBERTY OILFIELD SVCS INC | COM CL A | 53115L104 | 35,843 | 2,954,900 | SH | SOLE | 2,447,010 | 0 | 507,890 | ||
| M/I HOMES INC | COM | 55305B101 | 20,880 | 361,248 | SH | SOLE | 299,768 | 0 | 61,480 | ||
| MANITOWOC CO INC | COM NEW | 563571405 | 16,456 | 768,252 | SH | SOLE | 634,522 | 0 | 133,730 | ||
| MERITOR INC | COM | 59001K100 | 25,664 | 1,204,339 | SH | SOLE | 994,108 | 0 | 210,231 | ||
| PACTIV EVERGREEN INC | COM | 69526K105 | 25,392 | 2,028,130 | SH | SOLE | 1,676,560 | 0 | 351,570 | ||
| PROPETRO HLDG CORP | COM | 74347M108 | 38,697 | 4,473,620 | SH | SOLE | 3,704,270 | 0 | 769,350 | ||
| RYERSON HLDG CORP | COM | 783754104 | 28,031 | 1,258,669 | SH | SOLE | 1,258,195 | 0 | 474 | ||
| STERLING CONSTR INC | COM | 859241101 | 19,022 | 839,083 | SH | SOLE | 839,083 | 0 | 0 | ||
| TAYLOR MORRISON HOME CORP | COM | 87724P106 | 30,754 | 1,192,930 | SH | SOLE | 989,550 | 0 | 203,380 | ||
| TENNECO INC | CL A VTG COM STK | 880349105 | 27,643 | 1,937,138 | SH | SOLE | 1,601,900 | 0 | 335,238 | ||
| U S XPRESS ENTERPRISES INC | COM CL A | 90338N202 | 14,118 | 1,635,950 | SH | SOLE | 1,635,950 | 0 | 0 | ||
| UNITED NAT FOODS INC | COM | 911163103 | 21,644 | 447,010 | SH | SOLE | 369,530 | 0 | 77,480 | ||
| WABASH NATL CORP | COM | 929566107 | 22,171 | 1,465,392 | SH | SOLE | 1,212,712 | 0 | 252,680 | ||
| WHIRLPOOL CORP | COM | 963320106 | 15,019 | 73,674 | SH | SOLE | 61,184 | 0 | 12,490 | ||