The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
Apergy Corp. COM 03755L104 30,954 1,143,064 SH   DFND 1, 2 0 0 1,143,064
CBRE Group Inc. CL A 12504L109 52,439 1,309,676 SH   DFND 1, 2 0 0 1,309,676
Clear Channel Outdoor Holdings CL A 18451C109 2,935 565,582 SH   DFND 1, 2 0 0 565,582
Cleveland-Cliffs Inc. COM 185899101 12,725 1,654,785 SH   DFND 1, 2 0 0 1,654,785
Dover Corp. COM 260003108 12,926 182,185 SH   DFND 1, 2 0 0 182,185
Fifth Third Bancorp COM 316773100 135,610 5,763,265 SH   DFND 1, 2 0 5,763,265 0
Finisar Corp. COM 31787A507 8,907 412,367 SH   DFND 1, 2 0 0 412,367
Franklin Resources Inc. COM 354613101 57,024 1,922,606 SH   DFND 1, 2 0 1,922,606 1,922,606