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 | 43,376 | 959,641 | SH | SOLE | 796,191 | 0 | 163,450 | ||
| ADVANSIX INC | COM | 00773T101 | 21,911 | 733,794 | SH | SOLE | 610,494 | 0 | 123,300 | ||
| ALASKA AIR GROUP INC | COM | 011659109 | 11,381 | 188,705 | SH | SOLE | 156,585 | 0 | 32,120 | ||
| ALLY FINL INC | COM | 02005N100 | 50,680 | 1,016,863 | SH | SOLE | 844,363 | 0 | 172,500 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 26,344 | 386,790 | SH | SOLE | 320,450 | 0 | 66,340 | ||
| BEAZER HOMES USA INC | COM NEW | 07556Q881 | 25,379 | 1,315,668 | SH | SOLE | 1,090,988 | 0 | 224,680 | ||
| CELESTICA INC | SUB VTG SHS | 15101Q108 | 17,094 | 2,177,595 | SH | SOLE | 2,177,595 | 0 | 0 | ||
| DANA INC | COM | 235825205 | 35,774 | 1,505,627 | SH | SOLE | 1,249,947 | 0 | 255,680 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 25,535 | 256,198 | SH | SOLE | 212,528 | 0 | 43,670 | ||
| DESIGNER BRANDS INC | CL A | 250565108 | 43,875 | 2,651,064 | SH | SOLE | 2,201,144 | 0 | 449,920 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 57,751 | 1,483,081 | SH | SOLE | 1,230,351 | 0 | 252,730 | ||
| FLUOR CORP NEW | COM | 343412102 | 22,300 | 1,259,885 | SH | SOLE | 1,046,165 | 0 | 213,720 | ||
| FOOT LOCKER INC | COM | 344849104 | 29,556 | 479,578 | SH | SOLE | 398,438 | 0 | 81,140 | ||
| GREENBRIER COS INC | COM | 393657101 | 18,087 | 415,037 | SH | SOLE | 344,807 | 0 | 70,230 | ||
| HOLLYFRONTIER CORP | COM | 436106108 | 32,970 | 1,002,114 | SH | SOLE | 831,734 | 0 | 170,380 | ||
| HOOKER FURNITURE CORP | COM | 439038100 | 21,056 | 607,852 | SH | SOLE | 607,852 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 24,327 | 917,318 | SH | SOLE | 762,388 | 0 | 154,930 | ||
| LIBERTY OILFIELD SVCS INC | COM CL A | 53115L104 | 42,606 | 3,008,910 | SH | SOLE | 2,493,990 | 0 | 514,920 | ||
| M/I HOMES INC | COM | 55305B101 | 21,604 | 368,221 | SH | SOLE | 306,051 | 0 | 62,170 | ||
| MANITOWOC CO INC | COM NEW | 563571405 | 31,659 | 1,292,210 | SH | SOLE | 1,074,100 | 0 | 218,110 | ||
| MERITOR INC | COM | 59001K100 | 28,558 | 1,219,366 | SH | SOLE | 1,013,775 | 0 | 205,591 | ||
| PACTIV EVERGREEN INC | COM | 69526K105 | 31,091 | 2,063,120 | SH | SOLE | 1,712,490 | 0 | 350,630 | ||
| PROPETRO HLDG CORP | COM | 74347M108 | 29,724 | 3,245,010 | SH | SOLE | 2,697,340 | 0 | 547,670 | ||
| PVH CORPORATION | COM | 693656100 | 29,213 | 271,526 | SH | SOLE | 225,406 | 0 | 46,120 | ||
| RYERSON HLDG CORP | COM | 783754104 | 22,402 | 1,534,411 | SH | SOLE | 1,533,625 | 0 | 786 | ||
| STERLING CONSTR INC | COM | 859241101 | 20,687 | 857,327 | SH | SOLE | 857,327 | 0 | 0 | ||
| TAYLOR MORRISON HOME CORP | COM | 87724P106 | 32,081 | 1,214,281 | SH | SOLE | 1,007,961 | 0 | 206,320 | ||
| TENNECO INC | CL A VTG COM STK | 880349105 | 21,685 | 1,122,388 | SH | SOLE | 930,800 | 0 | 191,588 | ||
| U S XPRESS ENTERPRISES INC | COM CL A | 90338N202 | 14,336 | 1,666,988 | SH | SOLE | 1,666,988 | 0 | 0 | ||
| WABASH NATL CORP | COM | 929566107 | 16,541 | 1,033,783 | SH | SOLE | 859,253 | 0 | 174,530 | ||
| WHIRLPOOL CORP | COM | 963320106 | 16,398 | 75,213 | SH | SOLE | 62,493 | 0 | 12,720 | ||