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  <infoTable>
    <nameOfIssuer>ADIENT PLC</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>G0084W101</cusip>
    <value>33931</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1596773</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1159456</Sole>
      <Shared>0</Shared>
      <None>437317</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ALLY FINL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02005N100</cusip>
    <value>44731</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1463727</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>996707</Sole>
      <Shared>0</Shared>
      <None>467020</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>AMERICAN AIRLS GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02376R102</cusip>
    <value>32500</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1133202</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>769562</Sole>
      <Shared>0</Shared>
      <None>363640</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ATLAS AIR WORLDWIDE HLDGS IN</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>049164205</cusip>
    <value>45338</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1644476</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1118856</Sole>
      <Shared>0</Shared>
      <None>525620</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>BEAZER HOMES USA INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>07556Q881</cusip>
    <value>30867</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2184533</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1877923</Sole>
      <Shared>0</Shared>
      <None>306610</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BUILDERS FIRSTSOURCE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12008R107</cusip>
    <value>30242</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1190170</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>809240</Sole>
      <Shared>0</Shared>
      <None>380930</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CELESTICA INC</nameOfIssuer>
    <titleOfClass>SUB VTG SHS</titleOfClass>
    <cusip>15101Q108</cusip>
    <value>21252</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2569812</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2568820</Sole>
      <Shared>0</Shared>
      <None>992</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CONTAINER STORE GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>210751103</cusip>
    <value>3462</value>
    <shrsOrPrnAmt>
      <sshPrnamt>820470</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>820470</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DANA INCORPORATED</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>235825205</cusip>
    <value>36684</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2015597</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1459580</Sole>
      <Shared>0</Shared>
      <None>556017</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DESIGNER BRANDS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>250565108</cusip>
    <value>23949</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1521530</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1105960</Sole>
      <Shared>0</Shared>
      <None>415570</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DXC TECHNOLOGY CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23355L106</cusip>
    <value>19063</value>
    <shrsOrPrnAmt>
      <sshPrnamt>507124</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>345154</Sole>
      <Shared>0</Shared>
      <None>161970</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FIAT CHRYSLER AUTOMOBILES N</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>N31738102</cusip>
    <value>44754</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3046553</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2211443</Sole>
      <Shared>0</Shared>
      <None>835110</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FLEX LTD</nameOfIssuer>
    <titleOfClass>ORD</titleOfClass>
    <cusip>Y2573F102</cusip>
    <value>37858</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2999823</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2042219</Sole>
      <Shared>0</Shared>
      <None>957604</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FLUOR CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>343412102</cusip>
    <value>34158</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1809224</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1235014</Sole>
      <Shared>0</Shared>
      <None>574210</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GOODYEAR TIRE &amp; RUBR CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>382550101</cusip>
    <value>36692</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2358869</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1712209</Sole>
      <Shared>0</Shared>
      <None>646660</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GROUP 1 AUTOMOTIVE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>398905109</cusip>
    <value>26947</value>
    <shrsOrPrnAmt>
      <sshPrnamt>269467</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>194667</Sole>
      <Shared>0</Shared>
      <None>74800</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HOOKER FURNITURE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>439038100</cusip>
    <value>22023</value>
    <shrsOrPrnAmt>
      <sshPrnamt>857270</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>857270</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HUNTSMAN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>447011107</cusip>
    <value>31951</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1322493</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>904423</Sole>
      <Shared>0</Shared>
      <None>418070</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ISHARES TR</nameOfIssuer>
    <titleOfClass>RUS 2000 VAL ETF</titleOfClass>
    <cusip>464287630</cusip>
    <value>517</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4020</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4020</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>M/I HOMES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>55305B101</cusip>
    <value>27724</value>
    <shrsOrPrnAmt>
      <sshPrnamt>704552</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>580072</Sole>
      <Shared>0</Shared>
      <None>124480</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MERITOR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>59001K100</cusip>
    <value>55568</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2121717</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1453927</Sole>
      <Shared>0</Shared>
      <None>667790</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PBF ENERGY INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>69318G106</cusip>
    <value>37833</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1206011</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>821474</Sole>
      <Shared>0</Shared>
      <None>384537</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RENEWABLE ENERGY GROUP INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>75972A301</cusip>
    <value>27620</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1024859</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>698069</Sole>
      <Shared>0</Shared>
      <None>326790</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RYERSON HLDG CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>783754104</cusip>
    <value>25170</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2127669</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2127669</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHILOH INDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>824543102</cusip>
    <value>4308</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1210234</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1210234</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TAYLOR MORRISON HOME CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87724P106</cusip>
    <value>31200</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1427251</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1032861</Sole>
      <Shared>0</Shared>
      <None>394390</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TENNECO INC</nameOfIssuer>
    <titleOfClass>CL A VTG COM STK</titleOfClass>
    <cusip>880349105</cusip>
    <value>31440</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2400003</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1733144</Sole>
      <Shared>0</Shared>
      <None>666859</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TRINSEO S A</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>L9340P101</cusip>
    <value>34560</value>
    <shrsOrPrnAmt>
      <sshPrnamt>928783</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>633933</Sole>
      <Shared>0</Shared>
      <None>294850</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>US XPRESS ENTERPRISES INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>90338N202</cusip>
    <value>11126</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2211850</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2211850</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WHIRLPOOL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>963320106</cusip>
    <value>20271</value>
    <shrsOrPrnAmt>
      <sshPrnamt>137401</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>99751</Sole>
      <Shared>0</Shared>
      <None>37650</None>
    </votingAuthority>
  </infoTable>
</informationTable>
