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
ACADIA HEALTHCARE COMP COM 00404A109 10,120 343,274 SH   SOLE 0 117,054 0 226,220
ALLEGHENY TECHNOLOGIES COM 01741R102 13,260 1,520,646 SH   SOLE 0 486,729 0 1,033,917
CONAGRA BRANDS, INC. COM 205887102 22,828 639,268 SH   SOLE 0 180,078 0 459,190
CALERES INC COM 129500104 959 100,362 SH   SOLE 0 100,362 0 0
CROWN HOLDINGS INC COM 228368106 13,254 172,443 SH   SOLE 0 56,688 0 115,755
COLFAX CORP COM 194014106 16,570 528,373 SH   SOLE 0 168,858 0 359,515
CNX Resources COM 12653C108 15 1,570 SH   SOLE 0 1,570 0 0
DOMINION ENERGY, INC COM 25746U109 18,459 233,866 SH   SOLE 0 65,871 0 167,995
DUPONT DE NEMOURS INC COM 26614N102 19,966 359,882 SH   SOLE 0 101,465 0 258,417
DOW INC COM 260557103 10,996 233,700 SH   SOLE 0 66,365 0 167,335
DEVON ENERGY COM 25179M103 8,504 898,931 SH   SOLE 0 286,109 0 612,822
ENCOMPASS HEALTH CORP COM 29261A100 1,185 18,242 SH   SOLE 0 18,242 0 0
FIRSTENERGY COM 337932107 16,370 570,176 SH   SOLE 0 160,601 0 409,575
SPX FLOW INC COM 78469X107 16 370 SH   SOLE 0 370 0 0
GENUINE PARTS CO COM 372460105 22,537 236,806 SH   SOLE 0 66,800 0 170,006
GRAPHIC PACKAGING CO COM 388689101 22,301 1,582,753 SH   SOLE 0 510,663 0 1,072,090
HAIN CELESTIAL GROUP INC COM 405217100 20,598 600,539 SH   SOLE 0 190,259 0 410,280
HANESBRANDS IND COM 410345102 16,447 1,044,270 SH   SOLE 0 348,061 0 696,209
HD SUPPLY HOLDINGS COM 40416M105 19,078 462,609 SH   SOLE 0 149,282 0 313,327
HOWARD HUGHES CORP COM 44267D107 13,928 241,800 SH   SOLE 0 79,637 0 162,163
HOWMET AEROSPACE INC COM 443201108 17,911 1,071,238 SH   SOLE 0 342,883 0 728,355
INTERNATIONAL PAPER COM 460146103 13,953 344,187 SH   SOLE 0 97,034 0 247,153
ITT INC COM 45073V108 8 130 SH   SOLE 0 130 0 0
JOHNSON CONTROLS INTL COM G51502105 14,676 359,265 SH   SOLE 0 101,957 0 257,308
JELD-WEN HOLDING INC COM 47580P103 407 18,009 SH   SOLE 0 18,009 0 0
KROGER CO COM 501044101 21,624 637,674 SH   SOLE 0 179,634 0 458,040
LKQ CORP COM 501889208 9,661 348,411 SH   SOLE 0 113,931 0 234,480
MACERICH COMPANY COM 554382101 5,729 843,699 SH   SOLE 0 274,164 0 569,535
MAGNOLIA OIL & GAS CORP COM 559663109 9 1,720 SH   SOLE 0 1,720 0 0
NATIONAL FUEL GAS COM 636180101 1,239 30,529 SH   SOLE 0 30,529 0 0
NIELSEN HOLDINGS COM G6518L108 17,861 1,259,609 SH   SOLE 0 400,789 0 858,820
nVENT ELECTRIC COM G6700G107 18,675 1,055,682 SH   SOLE 0 340,727 0 714,955
NEWELL BRANDS, INC COM 651229106 25,483 1,485,027 SH   SOLE 0 474,160 0 1,010,867
OWENS CORNING COM 690742101 12,206 177,391 SH   SOLE 0 49,971 0 127,420
ONEOK INC COM 682680103 16,102 619,803 SH   SOLE 0 186,045 0 433,758
PATTERSON COS INC. COM 703395103 26,552 1,101,534 SH   SOLE 0 350,436 0 751,098
PERRIGO COMPANY PLC COM G97822103 25,949 565,215 SH   SOLE 0 177,381 0 387,834
PRIMO WATER CORP COM 74167P108 755 53,136 SH   SOLE 0 53,136 0 0
STERICYCLE INC COM 858912108 14,344 227,462 SH   SOLE 0 73,250 0 154,212
EXTENDED STAY AMERICA COM 30224P200 26,701 2,234,385 SH   SOLE 0 709,265 0 1,525,120
TRIUMPH GROUP COM 896818101 486 74,693 SH   SOLE 0 74,693 0 0
TARGET CORP COM 87612E106 16,168 102,706 SH   SOLE 0 28,938 0 73,768
TRINITY IND COM 896522109 601 30,808 SH   SOLE 0 30,808 0 0
VEREIT INC COM 92339V100 26,702 4,108,076 SH   SOLE 0 1,315,756 0 2,792,320
SELECT ENERGY SRVC COM 81617J301 411 107,012 SH   SOLE 0 107,012 0 0