The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
Aegean Marine Petroleum Inc | COM | Y0017S102 | 20,790 | 1,852,914 | SH | SOLE | 1,852,914 | 0 | 0 | ||
Air Transport Services Group I | COM | 00922R105 | 15,517 | 1,918,055 | SH | SOLE | 1,918,055 | 0 | 0 | ||
Ameriserv Financial Inc | COM | 03074A102 | 2,106 | 695,010 | SH | SOLE | 695,010 | 0 | 0 | ||
Argo Group Intl Holdings Ltd | COM | G0464B107 | 14,014 | 301,437 | SH | SOLE | 301,437 | 0 | 0 | ||
Arkansas Best Corp | COM | 040790107 | 22,361 | 663,911 | SH | SOLE | 663,911 | 0 | 0 | ||
Atlas Air Worldwide Holdings I | COM | 049164205 | 21,086 | 512,411 | SH | SOLE | 512,411 | 0 | 0 | ||
CNA Financial Corp | COM | 126117100 | 16,550 | 385,860 | SH | SOLE | 385,860 | 0 | 0 | ||
Cal Dive International Inc | COM | 12802T101 | 11,386 | 5,664,871 | SH | SOLE | 5,664,871 | 0 | 0 | ||
Chiquita Brands Intl Inc | COM | 170032809 | 16,765 | 1,432,900 | SH | SOLE | 1,432,900 | 0 | 0 | ||
Cloud Peak Energy Inc | COM | 18911Q102 | 14,460 | 803,325 | SH | SOLE | 803,325 | 0 | 0 | ||
Commercial Vehicle Group Inc | COM | 202608105 | 9,739 | 1,339,643 | SH | SOLE | 1,339,643 | 0 | 0 | ||
Flextronics International Ltd | COM | Y2573F102 | 15,989 | 2,057,807 | SH | SOLE | 2,057,807 | 0 | 0 | ||
General Cable Corporation | COM | 369300108 | 18,021 | 612,758 | SH | SOLE | 612,758 | 0 | 0 | ||
Goodyear Tire & Rubber Co | COM | 382550101 | 24,924 | 1,045,018 | SH | SOLE | 1,045,018 | 0 | 0 | ||
Hawaiian Holdings Inc | COM | 419879101 | 20,513 | 2,130,149 | SH | SOLE | 2,130,149 | 0 | 0 | ||
Ingram Micro Inc | COM | 457153104 | 14,504 | 618,262 | SH | SOLE | 618,262 | 0 | 0 | ||
Jones Group Inc | COM | 48020T101 | 9,731 | 650,474 | SH | SOLE | 650,474 | 0 | 0 | ||
Meritor Inc | COM | 59001K100 | 24,970 | 2,394,076 | SH | SOLE | 2,394,076 | 0 | 0 | ||
Navistar Intl Corp | COM | 63934E108 | 12,764 | 334,229 | SH | SOLE | 334,229 | 0 | 0 | ||
PBF Energy Inc | COM | 69318G106 | 16,640 | 528,941 | SH | SOLE | 528,941 | 0 | 0 | ||
PHH Corporation | COM | 693320202 | 19,114 | 784,989 | SH | SOLE | 784,989 | 0 | 0 | ||
Patterson-UTI Energy Inc | COM | 703481101 | 10,154 | 401,026 | SH | SOLE | 401,026 | 0 | 0 | ||
Peabody Energy Corporation | COM | 704549104 | 17,740 | 908,325 | SH | SOLE | 908,325 | 0 | 0 | ||
Renewable Energy Group Inc | COM | 75972a301 | 3,580 | 312,353 | SH | SOLE | 312,353 | 0 | 0 | ||
SUPERVALU INC | COM | 868536103 | 4,945 | 678,267 | SH | SOLE | 678,267 | 0 | 0 | ||
Sanmina Corporation | COM | 801056102 | 16,432 | 983,932 | SH | SOLE | 983,932 | 0 | 0 | ||
Star Bulk Carriers Corp | COM | Y8162K121 | 4,100 | 307,553 | SH | SOLE | 307,553 | 0 | 0 | ||
Steel Dynamics Inc | COM | 858119100 | 8,197 | 419,478 | SH | SOLE | 419,478 | 0 | 0 | ||
Swift Energy Co | COM | 870738101 | 13,915 | 1,030,773 | SH | SOLE | 1,030,773 | 0 | 0 | ||
Tesoro Corporation | COM | 881609101 | 23,512 | 401,919 | SH | SOLE | 401,919 | 0 | 0 | ||
The Hanover Insurance Group In | COM | 410867105 | 11,349 | 190,061 | SH | SOLE | 190,061 | 0 | 0 | ||
Titan Machinery Inc | COM | 88830R101 | 18,101 | 1,015,765 | SH | SOLE | 1,015,765 | 0 | 0 | ||
Unisys Corporation | COM | 909214306 | 25,320 | 754,259 | SH | SOLE | 754,259 | 0 | 0 | ||
Valero Energy Corp | COM | 91913y100 | 22,644 | 449,277 | SH | SOLE | 449,277 | 0 | 0 | ||
Virco Mfg Corp | COM | 927651109 | 863 | 376,084 | SH | SOLE | 376,084 | 0 | 0 |