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 | COM | G0084W101 | 31,711 | 485,026 | SH | SOLE | 485,026 | 0 | 0 | ||
| Aegean Marine Petroleum Inc | COM | Y0017S102 | 11,963 | 2,045,036 | SH | SOLE | 2,045,036 | 0 | 0 | ||
| Ally Financial Inc | COM | 02005N100 | 31,239 | 1,494,696 | SH | SOLE | 1,494,696 | 0 | 0 | ||
| Arcbest Corp Com | COM | 03937C105 | 19,490 | 946,124 | SH | SOLE | 946,124 | 0 | 0 | ||
| Ascena Retail Group Inc | COM | 04351g101 | 9,035 | 4,202,199 | SH | SOLE | 4,202,199 | 0 | 0 | ||
| Atlas Air Worldwide Holdings I | COM | 049164205 | 34,459 | 660,758 | SH | SOLE | 660,758 | 0 | 0 | ||
| CNA Financial Corp | COM | 126117100 | 22,363 | 458,735 | SH | SOLE | 458,735 | 0 | 0 | ||
| Chicago Bridge & Iron Company | COM | 167250109 | 30,905 | 1,566,419 | SH | SOLE | 1,566,419 | 0 | 0 | ||
| Destination Maternity Corporat | COM | 25065d100 | 6,248 | 1,934,405 | SH | SOLE | 1,934,405 | 0 | 0 | ||
| Fiat Chrysler Automobiles | COM | N31738102 | 31,556 | 2,968,541 | SH | SOLE | 2,968,541 | 0 | 0 | ||
| Flex Ltd | COM | y2573f102 | 32,294 | 1,979,993 | SH | SOLE | 1,979,993 | 0 | 0 | ||
| GameStop Corp | COM | 36467W109 | 25,534 | 1,181,570 | SH | SOLE | 1,181,570 | 0 | 0 | ||
| General Cable Corporation | COM | 369300108 | 21,525 | 1,316,487 | SH | SOLE | 1,316,487 | 0 | 0 | ||
| Goodyear Tire & Rubber Co | COM | 382550101 | 36,613 | 1,047,286 | SH | SOLE | 1,047,286 | 0 | 0 | ||
| Group 1 Automotive Inc | COM | 398905109 | 20,767 | 327,972 | SH | SOLE | 327,972 | 0 | 0 | ||
| Jabil Circuit Inc | COM | 466313103 | 107 | 3,660 | SH | SOLE | 3,660 | 0 | 0 | ||
| Meritor Inc | COM | 59001K100 | 51,184 | 3,081,529 | SH | SOLE | 3,081,529 | 0 | 0 | ||
| Navistar Intl Corp | COM | 63934E108 | 24,993 | 952,844 | SH | SOLE | 952,844 | 0 | 0 | ||
| PBF Energy Inc | COM | 69318G106 | 29,306 | 1,316,553 | SH | SOLE | 1,316,553 | 0 | 0 | ||
| Parker Drilling Co | COM | 701081101 | 12,259 | 9,080,875 | SH | SOLE | 9,080,875 | 0 | 0 | ||
| R R Donnelley & Sons Company | COM | 257867200 | 19,317 | 1,540,400 | SH | SOLE | 1,540,400 | 0 | 0 | ||
| Renewable Energy Group Inc | COM | 75972a301 | 23,503 | 1,814,903 | SH | SOLE | 1,814,903 | 0 | 0 | ||
| Ryerson Holding Corporation | COM | 783754104 | 20,661 | 2,086,944 | SH | SOLE | 2,086,944 | 0 | 0 | ||
| SkyWest Inc | COM | 830879102 | 57,245 | 1,630,917 | SH | SOLE | 1,630,917 | 0 | 0 | ||
| Sonic Automotive Inc | COM | 83545G102 | 18,385 | 945,224 | SH | SOLE | 945,224 | 0 | 0 | ||
| Tower Intl Inc | COM | 891826109 | 24,260 | 1,080,621 | SH | SOLE | 1,080,621 | 0 | 0 | ||
| Trinseo SA | COM | L9340P101 | 58,596 | 852,931 | SH | SOLE | 852,931 | 0 | 0 | ||
| Triumph Group Inc | COM | 896818101 | 35,838 | 1,134,122 | SH | SOLE | 1,134,122 | 0 | 0 | ||
| Tutor Perini Corporation | COM | 901109108 | 25,256 | 878,475 | SH | SOLE | 878,475 | 0 | 0 | ||
| Unisys Corporation | COM | 909214306 | 29,081 | 2,271,916 | SH | SOLE | 2,271,916 | 0 | 0 | ||