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 SHSG0084W10146,9941,063,211SH SOLE 793,9010269,310
ADVANSIX INCCOM00773T10121,563803,974SH SOLE 609,4440194,530
ALASKA AIR GROUP INCCOM01165910914,449208,765SH SOLE 156,075052,690
ALLY FINL INCCOM02005N10050,9071,126,013SH SOLE 841,8830284,130
ATLAS AIR WORLDWIDE HLDGS INCOM NEW04916420526,127432,280SH SOLE 323,6700108,610
BEAZER HOMES USA INCCOM NEW07556Q88130,5161,458,708SH SOLE 1,089,6480369,060
CELESTICA INCSUB VTG SHS15101Q10818,1732,171,165SH SOLE 2,171,16500
DANA INCCOM23582520540,5351,666,037SH SOLE 1,244,3970421,640
DELL TECHNOLOGIES INCCL C24703L20224,967283,228SH SOLE 212,118071,110
DESIGNER BRANDS INCCL A25056510851,1572,940,054SH SOLE 2,196,8040743,250
DXC TECHNOLOGY COCOM23355L10649,8581,594,951SH SOLE 1,180,3010414,650
FLUOR CORP NEWCOM34341210248,2332,088,919SH SOLE 1,558,3650530,554
FOOT LOCKER INCCOM34484910429,971532,818SH SOLE 397,7780135,040
GREENBRIER COS INCCOM39365710128,229597,817SH SOLE 447,0770150,740
GROUP 1 AUTOMOTIVE INCCOM39890510933,236210,636SH SOLE 157,846052,790
HOLLYFRONTIER CORPCOM43610610831,777888,124SH SOLE 664,1640223,960
HOOKER FURNITURE CORPCOM43903810026,343722,510SH SOLE 722,51000
HUNTSMAN CORPCOM44701110729,3591,018,358SH SOLE 760,5580257,800
LIBERTY OILFIELD SVCS INCCOM CL A53115L10419,5541,731,960SH SOLE 1,291,2900440,670
M/I HOMES INCCOM55305B10124,153408,891SH SOLE 305,5010103,390
MANITOWOC CO INCCOM NEW56357140538,9061,886,790SH SOLE 1,413,6200473,170
MERITOR INCCOM59001K10028,091954,834SH SOLE 712,8140242,020
PACTIV EVERGREEN INCCOM69526K10521,7341,581,800SH SOLE 1,182,4800399,320
PROPETRO HLDG CORPCOM74347M10838,3043,593,260SH SOLE 2,691,8800901,380
PVH CORPORATIONCOM69365610031,818301,026SH SOLE 224,666076,360
RYERSON HLDG CORPCOM78375410426,0711,529,971SH SOLE 1,529,1850786
STERLING CONSTR INCCOM85924110119,824854,497SH SOLE 854,49700
TAYLOR MORRISON HOME CORPCOM87724P10636,0511,170,121SH SOLE 874,0210296,100
U S XPRESS ENTERPRISES INCCOM CL A90338N20219,5681,665,338SH SOLE 1,665,33800
WABASH NATL CORPCOM92956610721,5361,145,513SH SOLE 858,1730287,340
WHIRLPOOL CORPCOM96332010618,37883,403SH SOLE 62,293021,110