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 |
| AECOM | COM | 00766T100 | 133,776 | 4,508,787 | SH | SOLE | 4,508,787 | 0 | 0 | ||
| Adient plc | COM | G0084W101 | 58,736 | 4,532,118 | SH | SOLE | 4,532,118 | 0 | 0 | ||
| Alliance Data Systems Corporation | COM | 018581108 | 276,519 | 1,580,291 | SH | SOLE | 1,580,291 | 0 | 0 | ||
| AerCap Holdings NV | COM | N00985106 | 273,803 | 5,883,174 | SH | SOLE | 5,883,174 | 0 | 0 | ||
| Aflac Incorporated | COM | 001055102 | 397,982 | 7,959,633 | SH | SOLE | 7,959,633 | 0 | 0 | ||
| Assurant, Inc. | COM | 04621X108 | 180,044 | 1,896,993 | SH | SOLE | 1,896,993 | 0 | 0 | ||
| Affiliated Managers Group, Inc. | COM | 008252108 | 131,849 | 1,230,964 | SH | SOLE | 1,230,964 | 0 | 0 | ||
| Ameriprise Financial, Inc. | COM | 03076C106 | 319,189 | 2,491,716 | SH | SOLE | 2,491,716 | 0 | 0 | ||
| Arrow Electronics, Inc. | COM | 042735100 | 171,511 | 2,225,679 | SH | SOLE | 2,225,679 | 0 | 0 | ||
| Broadcom Inc. | COM | 11135F101 | 501,597 | 1,668,043 | SH | SOLE | 1,668,043 | 0 | 0 | ||
| Avis Budget Group, Inc. | COM | 053774105 | 127,080 | 3,645,448 | SH | SOLE | 3,645,448 | 0 | 0 | ||
| Crown Holdings, Inc. | COM | 228368106 | 280,088 | 5,132,635 | SH | SOLE | 5,132,635 | 0 | 0 | ||
| Celanese Corporation | COM | 150870103 | 342,279 | 3,471,035 | SH | SOLE | 3,471,035 | 0 | 0 | ||
| CommScope Holding Co., Inc. | COM | 20337X109 | 167,190 | 7,693,977 | SH | SOLE | 7,693,977 | 0 | 0 | ||
| EOG Resources, Inc. | COM | 26875P101 | 306,190 | 3,216,956 | SH | SOLE | 3,216,956 | 0 | 0 | ||
| Flex Ltd. | COM | Y2573F102 | 175,139 | 17,513,870 | SH | SOLE | 17,513,870 | 0 | 0 | ||
| Goodyear Tire & Rubber Company | COM | 382550101 | 161,740 | 8,911,315 | SH | SOLE | 8,911,315 | 0 | 0 | ||
| Hanesbrands Inc. | COM | 410345102 | 193,806 | 10,839,243 | SH | SOLE | 10,839,243 | 0 | 0 | ||
| HCA Healthcare Inc | COM | 40412C101 | 455,889 | 3,496,614 | SH | SOLE | 3,496,614 | 0 | 0 | ||
| Hertz Global Holdings, Inc. | COM | 42806J106 | 66,492 | 3,828,002 | SH | SOLE | 3,828,002 | 0 | 0 | ||
| Johnson Controls International plc | COM | G51502105 | 289,906 | 7,848,023 | SH | SOLE | 7,848,023 | 0 | 0 | ||
| Qurate Retail, Inc. Class A | CL A | 74915M100 | 192,812 | 12,065,861 | SH | SOLE | 12,065,861 | 0 | 0 | ||
| Lincoln National Corporation | COM | 534187109 | 304,541 | 5,188,098 | SH | SOLE | 5,188,098 | 0 | 0 | ||
| Microchip Technology Incorporated | COM | 595017104 | 368,728 | 4,444,650 | SH | SOLE | 4,444,650 | 0 | 0 | ||
| National Oilwell Varco, Inc. | COM | 637071101 | 145,031 | 5,444,091 | SH | SOLE | 5,444,091 | 0 | 0 | ||
| Owens-Illinois, Inc. | COM | 690768403 | 111,458 | 5,872,406 | SH | SOLE | 5,872,406 | 0 | 0 | ||
| Quanta Services, Inc. | COM | 74762E102 | 171,579 | 4,546,338 | SH | SOLE | 4,546,338 | 0 | 0 | ||
| Suncor Energy Inc. | COM | 867224107 | 303,207 | 9,349,569 | SH | SOLE | 9,349,569 | 0 | 0 | ||
| Tech Data Corporation | COM | 878237106 | 167,593 | 1,636,494 | SH | SOLE | 1,636,494 | 0 | 0 | ||
| Tenneco Inc. Class A | CL A | 880349105 | 56,632 | 2,555,579 | SH | SOLE | 2,555,579 | 0 | 0 | ||
| United Rentals, Inc. | COM | 911363109 | 183,861 | 1,609,283 | SH | SOLE | 1,609,283 | 0 | 0 | ||
| Western Digital Corporation | COM | 958102105 | 211,806 | 4,407,115 | SH | SOLE | 4,407,115 | 0 | 0 | ||
| Whirlpool Corporation | COM | 963320106 | 232,422 | 1,748,979 | SH | SOLE | 1,748,979 | 0 | 0 | ||