The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | COM | G0084W101 | 42,359 | 504,334 | SH | SOLE | 504,334 | 0 | 0 | ||
Aegean Marine Petroleum Inc | COM | Y0017S102 | 9,906 | 2,001,199 | SH | SOLE | 2,001,199 | 0 | 0 | ||
Ally Financial Inc | COM | 02005N100 | 37,343 | 1,539,275 | SH | SOLE | 1,539,275 | 0 | 0 | ||
Arcbest Corp Com | COM | 03937C105 | 32,918 | 984,100 | SH | SOLE | 984,100 | 0 | 0 | ||
Ascena Retail Group Inc | COM | 04351g101 | 10,666 | 4,353,400 | SH | SOLE | 4,353,400 | 0 | 0 | ||
Atlas Air Worldwide Holdings I | COM | 049164205 | 45,029 | 684,333 | SH | SOLE | 684,333 | 0 | 0 | ||
CNA Financial Corp | COM | 126117100 | 23,616 | 469,962 | SH | SOLE | 469,962 | 0 | 0 | ||
Celadon Group, Inc | COM | 150838100 | 14,888 | 2,205,576 | SH | SOLE | 2,205,576 | 0 | 0 | ||
Chicago Bridge & Iron Company | COM | 167250109 | 31,801 | 1,892,897 | SH | SOLE | 1,892,897 | 0 | 0 | ||
Destination Maternity Corporat | COM | 25065d100 | 23 | 13,720 | SH | SOLE | 13,720 | 0 | 0 | ||
Fiat Chrysler Automobiles | COM | N31738102 | 55,460 | 3,096,584 | SH | SOLE | 3,096,584 | 0 | 0 | ||
Flex Ltd | COM | y2573f102 | 33,788 | 2,039,115 | SH | SOLE | 2,039,115 | 0 | 0 | ||
GameStop Corp | COM | 36467W109 | 30,811 | 1,491,360 | SH | SOLE | 1,491,360 | 0 | 0 | ||
General Cable Corporation | COM | 369300108 | 25,651 | 1,360,804 | SH | SOLE | 1,360,804 | 0 | 0 | ||
Goodyear Tire & Rubber Co | COM | 382550101 | 35,910 | 1,080,000 | SH | SOLE | 1,080,000 | 0 | 0 | ||
Group 1 Automotive Inc | COM | 398905109 | 24,618 | 339,749 | SH | SOLE | 339,749 | 0 | 0 | ||
Korea Electric Power Corp | COM | 500631106 | 25,158 | 1,501,100 | SH | SOLE | 1,501,100 | 0 | 0 | ||
Meritor Inc | COM | 59001K100 | 66,840 | 2,569,772 | SH | SOLE | 2,569,772 | 0 | 0 | ||
Navistar Intl Corp | COM | 63934E108 | 293 | 6,640 | SH | SOLE | 6,640 | 0 | 0 | ||
PBF Energy Inc | COM | 69318G106 | 31,836 | 1,153,070 | SH | SOLE | 1,153,070 | 0 | 0 | ||
Parker Drilling Co | COM | 701081101 | 10,938 | 9,943,319 | SH | SOLE | 9,943,319 | 0 | 0 | ||
Pier 1 Imports Inc | COM | 720279108 | 6,481 | 1,546,877 | SH | SOLE | 1,546,877 | 0 | 0 | ||
R R Donnelley & Sons Company | COM | 257867200 | 21,868 | 2,123,107 | SH | SOLE | 2,123,107 | 0 | 0 | ||
Renewable Energy Group Inc | COM | 75972a301 | 21,571 | 1,775,363 | SH | SOLE | 1,775,363 | 0 | 0 | ||
Ryerson Holding Corporation | COM | 783754104 | 22,239 | 2,049,673 | SH | SOLE | 2,049,673 | 0 | 0 | ||
SkyWest Inc | COM | 830879102 | 69,214 | 1,576,620 | SH | SOLE | 1,576,620 | 0 | 0 | ||
Sonic Automotive Inc | COM | 83545G102 | 22,904 | 1,122,759 | SH | SOLE | 1,122,759 | 0 | 0 | ||
Sportsmans Warehouse Holdings | COM | 84920Y106 | 11,184 | 2,479,816 | SH | SOLE | 2,479,816 | 0 | 0 | ||
Tower Intl Inc | COM | 891826109 | 29,431 | 1,082,026 | SH | SOLE | 1,082,026 | 0 | 0 | ||
Trinseo SA | COM | L9340P101 | 59,075 | 880,405 | SH | SOLE | 880,405 | 0 | 0 | ||
Triumph Group Inc | COM | 896818101 | 34,996 | 1,176,336 | SH | SOLE | 1,176,336 | 0 | 0 | ||
Tutor Perini Corporation | COM | 901109108 | 25,947 | 913,610 | SH | SOLE | 913,610 | 0 | 0 | ||
Unisys Corporation | COM | 909214306 | 25,298 | 2,976,222 | SH | SOLE | 2,976,222 | 0 | 0 |