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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADIENT PLCORD SHSG0084W10145,3331,867,881SH SOLE 1,250,5160617,365
ALLY FINL INCCOM02005N10049,5581,599,177SH SOLE 1,071,3970527,780
ATLAS AIR WORLDWIDE HLDGS INCOM NEW04916420533,294745,836SH SOLE 495,1460250,690
BEAZER HOMES USA INCCOM NEW07556Q88123,4552,440,663SH SOLE 2,017,1830423,480
BUILDERS FIRSTSOURCE INCCOM12008R10728,8831,713,100SH SOLE 1,137,6400575,460
CELESTICA INCSUB VTG SHS15101Q1087,5371,103,500SH SOLE 1,086,160017,340
FIAT CHRYSLER AUTOMOBILES NSHSN3173810249,1833,558,793SH SOLE 2,382,27301,176,520
FLEX LTDORDY2573F10231,5553,297,287SH SOLE 2,196,84901,100,438
GOODYEAR TIRE & RUBR COCOM38255010130,3451,983,319SH SOLE 1,313,6690669,650
GROUP 1 AUTOMOTIVE INCCOM39890510948,512592,409SH SOLE 396,9910195,418
HOOKER FURNITURE CORPCOM4390381006,368308,850SH SOLE 304,21004,640
HUNTSMAN CORPCOM44701110729,8101,458,413SH SOLE 972,3530486,060
M/I HOMES INCCOM55305B10131,3361,097,962SH SOLE 922,5920175,370
MCDERMOTT INTL INCCOM58003770336,6323,792,132SH SOLE 2,530,78101,261,351
MERITOR INCCOM59001K10056,5502,331,957SH SOLE 1,561,1770770,780
OFFICE DEPOT INCCOM67622010625,33512,298,447SH SOLE 8,145,74704,152,700
PBF ENERGY INCCL A69318G10636,0111,150,514SH SOLE 772,2940378,220
RENEWABLE ENERGY GROUP INCCOM NEW75972A30117,6481,112,729SH SOLE 752,1490360,580
RYERSON HLDG CORPCOM78375410419,3822,326,729SH SOLE 2,291,569035,160
SHILOH INDS INCCOM8245431026,4581,326,134SH SOLE 1,306,184019,950
SONIC AUTOMOTIVE INCCL A83545G10224,6211,054,414SH SOLE 915,2870139,127
SOUTHWESTERN ENERGY COCOM84546710919,4986,170,099SH SOLE 4,140,82902,029,270
SPORTSMANS WHSE HLDGS INCCOM84920Y10615,6904,150,728SH SOLE 4,088,308062,420
TAYLOR MORRISON HOME CORPCOM87724P10624,9281,189,321SH SOLE 798,7110390,610
TENNECO INCCL A VTG COM STK88034910526,4892,388,549SH SOLE 1,606,9040781,645
TOWER INTL INCCOM89182610921,2531,089,876SH SOLE 1,073,418016,458
TRINSEO S ASHSL9340P10143,1641,019,473SH SOLE 681,6930337,780
UNISYS CORPCOM NEW90921430623,2832,395,352SH SOLE 1,576,1420819,210
UNITED NAT FOODS INCCOM91116310317,9442,000,497SH SOLE 1,340,2770660,220
US XPRESS ENTERPRISES INCCOM CL A90338N2027,9551,547,750SH SOLE 1,524,420023,330
WHIRLPOOL CORPCOM96332010622,682159,331SH SOLE 107,191052,140