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 | ORD SHS | G0084W101 | 33,931 | 1,596,773 | SH | SOLE | 1,159,456 | 0 | 437,317 | ||
| ALLY FINL INC | COM | 02005N100 | 44,731 | 1,463,727 | SH | SOLE | 996,707 | 0 | 467,020 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 32,500 | 1,133,202 | SH | SOLE | 769,562 | 0 | 363,640 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 45,338 | 1,644,476 | SH | SOLE | 1,118,856 | 0 | 525,620 | ||
| BEAZER HOMES USA INC | COM NEW | 07556Q881 | 30,867 | 2,184,533 | SH | SOLE | 1,877,923 | 0 | 306,610 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 30,242 | 1,190,170 | SH | SOLE | 809,240 | 0 | 380,930 | ||
| CELESTICA INC | SUB VTG SHS | 15101Q108 | 21,252 | 2,569,812 | SH | SOLE | 2,568,820 | 0 | 992 | ||
| CONTAINER STORE GROUP INC | COM | 210751103 | 3,462 | 820,470 | SH | SOLE | 820,470 | 0 | 0 | ||
| DANA INCORPORATED | COM | 235825205 | 36,684 | 2,015,597 | SH | SOLE | 1,459,580 | 0 | 556,017 | ||
| DESIGNER BRANDS INC | CL A | 250565108 | 23,949 | 1,521,530 | SH | SOLE | 1,105,960 | 0 | 415,570 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 19,063 | 507,124 | SH | SOLE | 345,154 | 0 | 161,970 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 44,754 | 3,046,553 | SH | SOLE | 2,211,443 | 0 | 835,110 | ||
| FLEX LTD | ORD | Y2573F102 | 37,858 | 2,999,823 | SH | SOLE | 2,042,219 | 0 | 957,604 | ||
| FLUOR CORP NEW | COM | 343412102 | 34,158 | 1,809,224 | SH | SOLE | 1,235,014 | 0 | 574,210 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 36,692 | 2,358,869 | SH | SOLE | 1,712,209 | 0 | 646,660 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 26,947 | 269,467 | SH | SOLE | 194,667 | 0 | 74,800 | ||
| HOOKER FURNITURE CORP | COM | 439038100 | 22,023 | 857,270 | SH | SOLE | 857,270 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 31,951 | 1,322,493 | SH | SOLE | 904,423 | 0 | 418,070 | ||
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | 517 | 4,020 | SH | SOLE | 4,020 | 0 | 0 | ||
| M/I HOMES INC | COM | 55305B101 | 27,724 | 704,552 | SH | SOLE | 580,072 | 0 | 124,480 | ||
| MERITOR INC | COM | 59001K100 | 55,568 | 2,121,717 | SH | SOLE | 1,453,927 | 0 | 667,790 | ||
| PBF ENERGY INC | CL A | 69318G106 | 37,833 | 1,206,011 | SH | SOLE | 821,474 | 0 | 384,537 | ||
| RENEWABLE ENERGY GROUP INC | COM NEW | 75972A301 | 27,620 | 1,024,859 | SH | SOLE | 698,069 | 0 | 326,790 | ||
| RYERSON HLDG CORP | COM | 783754104 | 25,170 | 2,127,669 | SH | SOLE | 2,127,669 | 0 | 0 | ||
| SHILOH INDS INC | COM | 824543102 | 4,308 | 1,210,234 | SH | SOLE | 1,210,234 | 0 | 0 | ||
| TAYLOR MORRISON HOME CORP | COM | 87724P106 | 31,200 | 1,427,251 | SH | SOLE | 1,032,861 | 0 | 394,390 | ||
| TENNECO INC | CL A VTG COM STK | 880349105 | 31,440 | 2,400,003 | SH | SOLE | 1,733,144 | 0 | 666,859 | ||
| TRINSEO S A | SHS | L9340P101 | 34,560 | 928,783 | SH | SOLE | 633,933 | 0 | 294,850 | ||
| US XPRESS ENTERPRISES INC | COM CL A | 90338N202 | 11,126 | 2,211,850 | SH | SOLE | 2,211,850 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 20,271 | 137,401 | SH | SOLE | 99,751 | 0 | 37,650 | ||