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
ARCONIC INC COM 03965L100 29,228 949,895 SH   SOLE 0 261,435 0 688,460
ALLEGHENY TECHNOLOGIES COM 01741R102 24,459 1,183,899 SH   SOLE 0 322,912 0 860,987
CONAGRA BRANDS, INC. COM 205887102 30,481 890,228 SH   SOLE 0 221,508 0 668,720
CALERES INC COM 129500104 1,031 43,400 SH   SOLE 0 43,400 0 0
CROWN HOLDINGS INC COM 228368106 21,137 291,386 SH   SOLE 0 82,941 0 208,445
CONSOL ENERGY INC COM 20854L108 8 560 SH   SOLE 0 560 0 0
COLFAX CORP COM 194014106 19,063 523,998 SH   SOLE 0 140,018 0 383,980
CNX Resources COM 12653C108 13 1,510 SH   SOLE 0 1,510 0 0
DOMINION ENERGY, INC COM 25746U109 21,677 261,741 SH   SOLE 0 65,171 0 196,570
DUPONT DE NEMOURS INC COM 26614N102 20,731 322,914 SH   SOLE 0 80,365 0 242,549
DOW INC COM 260557103 14,598 266,725 SH   SOLE 0 66,365 0 200,360
DEVON ENERGY COM 25179M103 17,420 670,778 SH   SOLE 0 190,956 0 479,822
ENCOMPASS HEALTH CORP COM 29261A100 916 13,224 SH   SOLE 0 13,224 0 0
FIRSTENERGY COM 337932107 19,305 397,231 SH   SOLE 0 99,581 0 297,650
SPX FLOW INC COM 78469X107 28 580 SH   SOLE 0 580 0 0
FMC CORP COM 302491303 16,027 160,562 SH   SOLE 0 45,739 0 114,823
GENUINE PARTS CO COM 372460105 23,723 223,320 SH   SOLE 0 55,560 0 167,760
GRAPHIC PACKAGING CO COM 388689101 23,137 1,389,582 SH   SOLE 0 382,272 0 1,007,310
HANESBRANDS IND COM 410345102 21,629 1,456,506 SH   SOLE 0 408,335 0 1,048,171
HD SUPPLY HOLDINGS COM 40416M105 22,785 566,498 SH   SOLE 0 158,204 0 408,294
INTERNATIONAL PAPER COM 460146103 23,801 516,854 SH   SOLE 0 129,454 0 387,400
ITT INC COM 45073V108 565 7,638 SH   SOLE 0 7,638 0 0
JOHNSON CONTROLS INTL COM G51502105 16,680 409,737 SH   SOLE 0 101,957 0 307,780
KROGER CO COM 501044101 34,772 1,199,434 SH   SOLE 0 298,424 0 901,010
MACERICH COMPANY COM 554382101 24,126 896,206 SH   SOLE 0 247,710 0 648,496
MAGNOLIA OIL & GAS CORP COM 559663109 22 1,720 SH   SOLE 0 1,720 0 0
NATIONAL FUEL GAS COM 636180101 1,023 21,982 SH   SOLE 0 21,982 0 0
nVENT ELECTRIC COM G6700G107 23,864 932,906 SH   SOLE 0 257,896 0 675,010
NEWELL BRANDS, INC COM 651229106 29,468 1,533,205 SH   SOLE 0 422,125 0 1,111,080
OWENS CORNING COM 690742101 23,545 361,562 SH   SOLE 0 99,812 0 261,750
O-I GLASS INC. COM 67098H104 13,464 1,128,612 SH   SOLE 0 309,885 0 818,727
ONEOK INC COM 682680103 30,511 403,215 SH   SOLE 0 105,695 0 297,520
PATTERSON COS INC. COM 703395103 29,377 1,434,445 SH   SOLE 0 395,355 0 1,039,090
PACKAGING CORP OF AMERICA COM 695156109 484 4,321 SH   SOLE 0 4,321 0 0
PERRIGO COMPANY PLC COM G97822103 31,076 601,550 SH   SOLE 0 165,429 0 436,121
STERICYCLE INC COM 858912108 24,108 377,805 SH   SOLE 0 103,263 0 274,542
EXTENDED STAY AMERICA COM 30224P200 24,103 1,621,982 SH   SOLE 0 447,180 0 1,174,802
TENNECO INC. COM 880349105 362 27,630 SH   SOLE 0 27,630 0 0
TRIUMPH GROUP COM 896818101 861 34,061 SH   SOLE 0 34,061 0 0
TARGET CORP COM 87612E106 19,412 151,408 SH   SOLE 0 37,658 0 113,750
TRINITY IND COM 896522109 612 27,615 SH   SOLE 0 27,615 0 0
VEREIT INC COM 92339V100 32,043 3,467,846 SH   SOLE 0 947,076 0 2,520,770
SELECT ENERGY SRVC COM 81617J301 710 76,474 SH   SOLE 0 76,474 0 0
WEYERHAEUSER CO COM 962166104 15,643 517,973 SH   SOLE 0 128,883 0 389,090