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 |
ADIENT PLC | ORD SHS | G0084W101 | 36,557 | 611,724 | SH | SOLE | 423,784 | 0 | 187,940 | ||
AEGEAN MARINE PETROLEUM NETW | SHS | Y0017S102 | 4,547 | 2,020,679 | SH | SOLE | 2,018,139 | 0 | 2,540 | ||
ALLY FINL INC | COM | 02005N100 | 43,720 | 1,610,295 | SH | SOLE | 1,112,875 | 0 | 497,420 | ||
ARCBEST CORP | COM | 03937C105 | 9,781 | 305,186 | SH | SOLE | 210,816 | 0 | 94,370 | ||
ASCENA RETAIL GROUP INC | COM | 04351G101 | 16,179 | 8,049,300 | SH | SOLE | 6,268,440 | 0 | 1,780,860 | ||
ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 45,904 | 759,370 | SH | SOLE | 524,800 | 0 | 234,570 | ||
BED BATH & BEYOND INC | COM | 075896100 | 28,046 | 1,336,180 | SH | SOLE | 924,300 | 0 | 411,880 | ||
CELADON GROUP INC | COM | 150838100 | 9,240 | 2,497,200 | SH | SOLE | 2,493,980 | 0 | 3,220 | ||
CHICAGO BRIDGE & IRON CO N V | COM | 167250109 | 27,989 | 1,943,666 | SH | SOLE | 1,347,136 | 0 | 596,530 | ||
CNA FINL CORP | COM | 126117100 | 13,493 | 273,412 | SH | SOLE | 188,872 | 0 | 84,540 | ||
DONNELLEY R R & SONS CO | COM | 257867200 | 38,043 | 4,357,750 | SH | SOLE | 3,339,400 | 0 | 1,018,350 | ||
FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 66,340 | 3,232,939 | SH | SOLE | 2,223,989 | 0 | 1,008,950 | ||
FLEX LTD | ORD | Y2573F102 | 30,602 | 1,873,955 | SH | SOLE | 1,294,905 | 0 | 579,050 | ||
FRANCESCAS HLDGS CORP | COM | 351793104 | 16,175 | 3,369,860 | SH | SOLE | 2,869,700 | 0 | 500,160 | ||
GAMESTOP CORP NEW | CL A | 36467W109 | 23,819 | 1,887,370 | SH | SOLE | 1,305,000 | 0 | 582,370 | ||
GOODYEAR TIRE & RUBR CO | COM | 382550101 | 29,861 | 1,123,420 | SH | SOLE | 776,830 | 0 | 346,590 | ||
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 23,181 | 354,769 | SH | SOLE | 244,959 | 0 | 109,810 | ||
KOREA ELECTRIC PWR | SPONSORED ADR | 500631106 | 12,446 | 808,706 | SH | SOLE | 596,427 | 0 | 212,279 | ||
MERITOR INC | COM | 59001K100 | 25,349 | 1,232,925 | SH | SOLE | 852,035 | 0 | 380,890 | ||
OFFICE DEPOT INC | COM | 676220106 | 24,235 | 11,272,160 | SH | SOLE | 7,587,260 | 0 | 3,684,900 | ||
PARKER DRILLING CO | COM | 701081101 | 6,642 | 10,460,099 | SH | SOLE | 10,446,759 | 0 | 13,340 | ||
PBF ENERGY INC | CL A | 69318G106 | 33,396 | 985,130 | SH | SOLE | 678,960 | 0 | 306,170 | ||
PIER 1 IMPORTS INC | COM | 720279108 | 28,225 | 8,765,415 | SH | SOLE | 6,138,145 | 0 | 2,627,270 | ||
RENEWABLE ENERGY GROUP INC | COM NEW | 75972A301 | 22,621 | 1,767,273 | SH | SOLE | 1,765,023 | 0 | 2,250 | ||
RYERSON HLDG CORP | COM | 783754104 | 16,665 | 2,044,775 | SH | SOLE | 2,042,155 | 0 | 2,620 | ||
SHILOH INDS INC | COM | 824543102 | 10,664 | 1,225,762 | SH | SOLE | 1,224,252 | 0 | 1,510 | ||
SONIC AUTOMOTIVE INC | CL A | 83545G102 | 21,040 | 1,110,309 | SH | SOLE | 972,169 | 0 | 138,140 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 28,906 | 6,675,694 | SH | SOLE | 4,623,794 | 0 | 2,051,900 | ||
SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 15,621 | 3,828,612 | SH | SOLE | 3,823,722 | 0 | 4,890 | ||
SUPERVALU INC | COM NEW | 868536301 | 39,280 | 2,579,143 | SH | SOLE | 1,787,373 | 0 | 791,770 | ||
TOWER INTL INC | COM | 891826109 | 27,836 | 1,003,116 | SH | SOLE | 1,001,836 | 0 | 1,280 | ||
TRINSEO S A | SHS | L9340P101 | 68,659 | 927,195 | SH | SOLE | 634,585 | 0 | 292,610 | ||
TRIUMPH GROUP INC NEW | COM | 896818101 | 36,829 | 1,461,474 | SH | SOLE | 1,007,094 | 0 | 454,380 | ||
TUTOR PERINI CORP | COM | 901109108 | 21,092 | 956,570 | SH | SOLE | 661,350 | 0 | 295,220 | ||
UNISYS CORP | COM NEW | 909214306 | 39,626 | 3,686,105 | SH | SOLE | 2,844,995 | 0 | 841,110 |