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 COM 01741R102 11,619 1,366,953 SH   SOLE 0 370,486 0 996,467
CONAGRA BRANDS, INC. COM 205887102 28,868 983,928 SH   SOLE 0 242,858 0 741,070
CALERES INC COM 129500104 289 55,546 SH   SOLE 0 55,546 0 0
CROWN HOLDINGS INC COM 228368106 16,826 289,898 SH   SOLE 0 81,453 0 208,445
COLFAX CORP COM 194014106 12,957 654,398 SH   SOLE 0 184,598 0 469,800
CNX Resources COM 12653C108 11 2,020 SH   SOLE 0 2,020 0 0
DOMINION ENERGY, INC COM 25746U109 18,895 261,741 SH   SOLE 0 65,171 0 196,570
DUPONT DE NEMOURS INC COM 26614N102 16,584 486,344 SH   SOLE 0 120,025 0 366,319
DOW INC COM 260557103 7,799 266,725 SH   SOLE 0 66,365 0 200,360
DEVON ENERGY COM 25179M103 4,643 671,879 SH   SOLE 0 192,057 0 479,822
ENCOMPASS HEALTH CORP COM 29261A100 867 13,533 SH   SOLE 0 13,533 0 0
FIRSTENERGY COM 337932107 17,031 425,031 SH   SOLE 0 104,941 0 320,090
SPX FLOW INC COM 78469X107 13 440 SH   SOLE 0 440 0 0
FMC CORP COM 302491303 14,386 176,110 SH   SOLE 0 49,503 0 126,607
GENUINE PARTS CO COM 372460105 20,712 307,620 SH   SOLE 0 75,940 0 231,680
GRAPHIC PACKAGING CO COM 388689101 20,674 1,694,573 SH   SOLE 0 470,963 0 1,223,610
HAIN CELESTIAL GROUP INC COM 405217100 17,528 674,950 SH   SOLE 0 182,970 0 491,980
HANESBRANDS IND COM 410345102 11,478 1,458,481 SH   SOLE 0 410,310 0 1,048,171
HD SUPPLY HOLDINGS COM 40416M105 16,125 567,168 SH   SOLE 0 158,874 0 408,294
HOWARD HUGHES CORP COM 44267D107 3,613 71,510 SH   SOLE 0 19,110 0 52,400
ARCONIC INC COM 03965L100 16,143 1,005,152 SH   SOLE 0 275,722 0 729,430
INTERNATIONAL PAPER COM 460146103 12,232 392,924 SH   SOLE 0 97,054 0 295,870
ITT INC COM 45073V108 15 335 SH   SOLE 0 335 0 0
JOHNSON CONTROLS INTL COM G51502105 11,047 409,737 SH   SOLE 0 101,957 0 307,780
KROGER CO COM 501044101 25,612 850,324 SH   SOLE 0 209,644 0 640,680
MACERICH COMPANY COM 554382101 5,052 897,282 SH   SOLE 0 248,786 0 648,496
MAGNOLIA OIL & GAS CORP COM 559663109 7 1,720 SH   SOLE 0 1,720 0 0
NATIONAL FUEL GAS COM 636180101 849 22,770 SH   SOLE 0 22,770 0 0
NIELSEN HOLDINGS COM G6518L108 5,029 401,030 SH   SOLE 0 107,270 0 293,760
nVENT ELECTRIC COM G6700G107 17,161 1,017,269 SH   SOLE 0 281,379 0 735,890
NEWELL BRANDS, INC COM 651229106 23,441 1,765,147 SH   SOLE 0 481,237 0 1,283,910
OWENS CORNING COM 690742101 13,965 359,831 SH   SOLE 0 98,081 0 261,750
O-I GLASS INC. COM 67098H104 3,776 531,087 SH   SOLE 0 149,439 0 381,648
ONEOK INC COM 682680103 13,803 632,870 SH   SOLE 0 165,010 0 467,860
PATTERSON COS INC. COM 703395103 21,456 1,403,252 SH   SOLE 0 383,772 0 1,019,480
PACKAGING CORP OF AMERICA COM 695156109 388 4,468 SH   SOLE 0 4,468 0 0
PERRIGO COMPANY PLC COM G97822103 28,552 593,729 SH   SOLE 0 158,798 0 434,931
STERICYCLE INC COM 858912108 14,736 303,331 SH   SOLE 0 82,649 0 220,682
EXTENDED STAY AMERICA COM 30224P200 18,517 2,533,115 SH   SOLE 0 680,393 0 1,852,722
TENNECO INC. COM 880349105 3 828 SH   SOLE 0 828 0 0
TRIUMPH GROUP COM 896818101 305 45,064 SH   SOLE 0 45,064 0 0
TARGET CORP COM 87612E106 14,076 151,408 SH   SOLE 0 37,658 0 113,750
TRINITY IND COM 896522109 367 22,851 SH   SOLE 0 22,851 0 0
VEREIT INC COM 92339V100 21,345 4,365,078 SH   SOLE 0 1,199,588 0 3,165,490
SELECT ENERGY SRVC COM 81617J301 255 79,031 SH   SOLE 0 79,031 0 0