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
DANA INCORPORATED COM 235825205 15,112 1,934,910 SH   SOLE   1,371,250 0 563,660
SHILOH INDS INC COM 824543102 1,287 1,029,610 SH   SOLE   1,029,610 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 33,511 1,305,456 SH   SOLE   923,396 0 382,060
CONTAINER STORE GROUP INC COM 210751103 3,918 1,659,960 SH   SOLE   1,659,960 0 0
ALLY FINL INC COM 02005N100 19,453 1,348,097 SH   SOLE   937,087 0 411,010
US XPRESS ENTERPRISES INC COM CL A 90338N202 3,736 1,118,467 SH   SOLE   1,118,467 0 0
CELESTICA INC SUB VTG SHS 15101Q108 8,407 2,402,023 SH   SOLE   2,400,830 0 1,193
WABASH NATL CORP COM 929566107 10,169 1,408,500 SH   SOLE   958,320 0 450,180
ADIENT PLC ORD SHS G0084W101 11,419 1,259,026 SH   SOLE   877,946 0 381,080
DXC TECHNOLOGY CO COM 23355L106 14,144 1,083,864 SH   SOLE   741,624 0 342,240
M/I HOMES INC COM 55305B101 7,899 477,852 SH   SOLE   341,632 0 136,220
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 10,278 1,429,423 SH   SOLE   1,059,453 0 369,970
BEAZER HOMES USA INC COM NEW 07556Q881 16,243 2,522,243 SH   SOLE   1,766,423 0 755,820
GAP INC COM 364760108 8,226 1,168,431 SH   SOLE   779,650 0 388,781
TRINSEO S A SHS L9340P101 15,820 873,523 SH   SOLE   596,513 0 277,010
GREENBRIER COS INC COM 393657101 6,043 340,658 SH   SOLE   237,336 0 103,322
DELL TECHNOLOGIES INC CL C 24703L202 13,324 336,900 SH   SOLE   235,210 0 101,690
FLUOR CORP NEW COM 343412102 11,396 1,649,184 SH   SOLE   1,162,444 0 486,740
DESIGNER BRANDS INC CL A 250565108 10,746 2,157,740 SH   SOLE   1,463,810 0 693,930
PBF ENERGY INC CL A 69318G106 12,139 1,714,554 SH   SOLE   1,185,664 0 528,890
WHIRLPOOL CORP COM 963320106 13,382 155,971 SH   SOLE   110,581 0 45,390
GOODYEAR TIRE & RUBR CO COM 382550101 13,040 2,240,496 SH   SOLE   1,598,296 0 642,200
RYERSON HLDG CORP COM 783754104 9,302 1,748,521 SH   SOLE   1,748,521 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 15,240 1,385,491 SH   SOLE   970,511 0 414,980
GROUP 1 AUTOMOTIVE INC COM 398905109 6,419 145,030 SH   SOLE   102,540 0 42,490
HOLLYFRONTIER CORP COM 436106108 10,625 433,510 SH   SOLE   301,010 0 132,500
FOOT LOCKER INC COM 344849104 11,173 506,730 SH   SOLE   358,100 0 148,630
ADVANSIX INC COM 00773T101 13,450 1,409,900 SH   SOLE   989,570 0 420,330
HUNTSMAN CORP COM 447011107 17,988 1,246,583 SH   SOLE   848,783 0 397,800
SONIC AUTOMOTIVE INC CL A 83545G102 6,150 463,105 SH   SOLE   322,905 0 140,200
MANITOWOC CO INC COM NEW 563571405 13,095 1,540,540 SH   SOLE   1,070,960 0 469,580
FLEX LTD ORD Y2573F102 13,509 1,613,019 SH   SOLE   1,077,079 0 535,940
MERITOR INC COM 59001K100 19,048 1,437,577 SH   SOLE   993,807 0 443,770
HOOKER FURNITURE CORP COM 439038100 12,577 805,680 SH   SOLE   805,680 0 0
AAR CORP COM 000361105 3,172 178,599 SH   SOLE   123,259 0 55,340