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
ALLEGHENY TECHNOLOGIES INC COM 01741R102 8,472 389,157 SH   SOLE   389,157 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,796 82,476 SH   SOLE   0 0 82,476
BUILDERS FIRSTSOURCE INC COM 12008R107 4,481 410,743 SH   SOLE   410,743 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,264 115,857 SH   SOLE   0 0 115,857
BWX TECHNOLOGIES INC COM 05605H100 10,997 287,642 SH   SOLE   287,642 0 0
BWX TECHNOLOGIES INC COM 05605H100 1,863 48,725 SH   SOLE   0 0 48,725
CEDAR FAIR L P DEPOSITRY UNIT 150185106 7,244 153,144 SH   SOLE   153,144 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 1,767 37,356 SH   SOLE   0 0 37,356
CONSTELLIUM NV CL A N22035104 5,705 816,171 SH   SOLE   816,171 0 0
CONSTELLIUM NV CL A N22035104 1,612 230,597 SH   SOLE   0 0 230,597
DELTA AIR LINES INC DEL COM NEW 247361702 8,521 170,764 SH   SOLE   170,764 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,706 34,186 SH   SOLE   0 0 34,186
GASLOG LTD SHS G37585109 1,812 110,091 SH   SOLE   110,091 0 0
GASLOG LTD SHS G37585109 515 31,309 SH   SOLE   0 0 31,309
HILTON WORLDWIDE HLDGS INC COM 43300A203 5,023 69,959 SH   SOLE   69,959 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,411 19,658 SH   SOLE   0 0 19,658
INGEVITY CORP COM 45688C107 13,261 158,455 SH   SOLE   158,455 0 0
INGEVITY CORP COM 45688C107 1,955 23,359 SH   SOLE   0 0 23,359
LYON WILLIAM HOMES CL A NEW 552074700 3,564 333,357 SH   SOLE   333,357 0 0
LYON WILLIAM HOMES CL A NEW 552074700 989 92,543 SH   SOLE   0 0 92,543
UNITED CONTL HLDGS INC COM 910047109 8,018 95,760 SH   SOLE   95,760 0 0
UNITED CONTL HLDGS INC COM 910047109 1,831 21,870 SH   SOLE   0 0 21,870
VEONEER INCORPORATED COM 92336X109 3,592 152,391 SH   SOLE   152,391 0 0
VEONEER INCORPORATED COM 92336X109 945 40,109 SH   SOLE   0 0 40,109
VISHAY INTERTECHNOLOGY INC COM 928298108 9,341 518,673 SH   SOLE   518,673 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,844 102,385 SH   SOLE   0 0 102,385
WYNDHAM HOTELS & RESORTS INC COM 98311A105 6,250 137,757 SH   SOLE   137,757 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 1,802 39,713 SH   SOLE   0 0 39,713