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 | 21,803 | 2,180,348 | SH | SOLE | 2,180,348 | 0 | 0 | ||
Ally Financial Inc | COM | 02005n100 | 20,618 | 1,058,977 | SH | SOLE | 1,058,977 | 0 | 0 | ||
ArcBest Corporation | COM | 03937c105 | 14,991 | 788,186 | SH | SOLE | 788,186 | 0 | 0 | ||
Ascena Retail Group Inc | COM | 04351g101 | 9,242 | 1,653,387 | SH | SOLE | 1,653,387 | 0 | 0 | ||
Atlas Air Worldwide Holdings I | COM | 049164205 | 23,340 | 545,066 | SH | SOLE | 545,066 | 0 | 0 | ||
CNA Financial Corp | COM | 126117100 | 13,166 | 382,612 | SH | SOLE | 382,612 | 0 | 0 | ||
Chicago Bridge & Iron Company | COM | 167250109 | 18,634 | 664,774 | SH | SOLE | 664,774 | 0 | 0 | ||
Destination Maternity Corporat | COM | 25065d100 | 9,142 | 1,289,406 | SH | SOLE | 1,289,406 | 0 | 0 | ||
Fiat Chrysler Automobiles | COM | n31738102 | 364 | 56,871 | SH | SOLE | 56,871 | 0 | 0 | ||
Flex Ltd | COM | y2573f102 | 22,029 | 1,617,425 | SH | SOLE | 1,617,425 | 0 | 0 | ||
General Cable Corporation | COM | 369300108 | 15,932 | 1,063,568 | SH | SOLE | 1,063,568 | 0 | 0 | ||
General Motors Company | COM | 37045V100 | 3 | 110 | SH | SOLE | 110 | 0 | 0 | ||
Goodyear Tire & Rubber Co | COM | 382550101 | 27,690 | 857,263 | SH | SOLE | 857,263 | 0 | 0 | ||
Group 1 Automotive Inc | COM | 398905109 | 17,154 | 268,531 | SH | SOLE | 268,531 | 0 | 0 | ||
HP Inc | COM | 40434L105 | 3 | 210 | SH | SOLE | 210 | 0 | 0 | ||
Huntsman Corp | COM | 447011107 | 23,097 | 1,419,592 | SH | SOLE | 1,419,592 | 0 | 0 | ||
Ingram Micro Inc | COM | 457153104 | 6,992 | 196,061 | SH | SOLE | 196,061 | 0 | 0 | ||
Jabil Circuit Inc | COM | 466313103 | 10,421 | 477,600 | SH | SOLE | 477,600 | 0 | 0 | ||
Magna International Inc | COM | 559222401 | 3 | 80 | SH | SOLE | 80 | 0 | 0 | ||
McDermott International Inc | COM | 580037109 | 20,514 | 4,094,565 | SH | SOLE | 4,094,565 | 0 | 0 | ||
Meritor Inc | COM | 59001K100 | 28,121 | 2,526,610 | SH | SOLE | 2,526,610 | 0 | 0 | ||
Navistar Intl Corp | COM | 63934E108 | 23,934 | 1,045,595 | SH | SOLE | 1,045,595 | 0 | 0 | ||
PBF Energy Inc | COM | 69318G106 | 20,468 | 904,085 | SH | SOLE | 904,085 | 0 | 0 | ||
Parker Drilling Co | COM | 701081101 | 18,122 | 8,351,019 | SH | SOLE | 8,351,019 | 0 | 0 | ||
Pier 1 Imports Inc | COM | 720279108 | 4 | 980 | SH | SOLE | 980 | 0 | 0 | ||
Renewable Energy Group Inc | COM | 75972a301 | 16,434 | 1,940,297 | SH | SOLE | 1,940,297 | 0 | 0 | ||
Roadrunner Transportation Syst | COM | 76973q105 | 2,776 | 347,819 | SH | SOLE | 347,819 | 0 | 0 | ||
Ruby Tuesday Inc | COM | 781182100 | 7,494 | 2,997,678 | SH | SOLE | 2,997,678 | 0 | 0 | ||
Ryerson Holding Corporation | COM | 783754104 | 20,334 | 1,801,028 | SH | SOLE | 1,801,028 | 0 | 0 | ||
Sanmina Corporation | COM | 801056102 | 21,653 | 760,557 | SH | SOLE | 760,557 | 0 | 0 | ||
SkyWest Inc | COM | 830879102 | 35,836 | 1,356,909 | SH | SOLE | 1,356,909 | 0 | 0 | ||
Sonic Automotive Inc | COM | 83545g102 | 16,273 | 865,560 | SH | SOLE | 865,560 | 0 | 0 | ||
Star Bulk Carriers Corp Com | COM | y8162k204 | 5,759 | 1,268,576 | SH | SOLE | 1,268,576 | 0 | 0 | ||
Titan Machinery Inc | COM | 88830R101 | 9,105 | 875,478 | SH | SOLE | 875,478 | 0 | 0 | ||
Tower Intl Inc | COM | 891826109 | 16,117 | 668,740 | SH | SOLE | 668,740 | 0 | 0 | ||
Trinseo SA | COM | l9340p101 | 39,849 | 704,542 | SH | SOLE | 704,542 | 0 | 0 | ||
Tutor Perini Corporation | COM | 901109108 | 21,704 | 1,010,905 | SH | SOLE | 1,010,905 | 0 | 0 | ||
Unisys Corporation | COM | 909214306 | 18,082 | 1,856,431 | SH | SOLE | 1,856,431 | 0 | 0 | ||
Valero Energy Corp | COM | 91913y100 | 3 | 60 | SH | SOLE | 60 | 0 | 0 | ||
XL Group Ltd Com | COM | g98294104 | 3 | 90 | SH | SOLE | 90 | 0 | 0 |