The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| Aegean Marine Petroleum Inc | COM | y0017s102 | 25,471 | 1,816,778 | SH | SOLE | 1,816,778 | 0 | 0 | ||
| Air Transport Services Group I | COM | 00922R105 | 16,004 | 1,869,590 | SH | SOLE | 1,869,590 | 0 | 0 | ||
| Ameriserv Financial Inc | COM | 03074A102 | 1,907 | 609,165 | SH | SOLE | 609,165 | 0 | 0 | ||
| Argo Group Intl Holdings Ltd | COM | g0464b107 | 16,271 | 293,323 | SH | SOLE | 293,323 | 0 | 0 | ||
| Atlas Air Worldwide Holdings I | COM | 049164205 | 26,248 | 532,404 | SH | SOLE | 532,404 | 0 | 0 | ||
| CNA Financial Corp | COM | 126117100 | 14,501 | 374,603 | SH | SOLE | 374,603 | 0 | 0 | ||
| Cloud Peak Energy Inc | COM | 18911Q102 | 7,329 | 798,346 | SH | SOLE | 798,346 | 0 | 0 | ||
| Flextronics International Ltd | COM | Y2573F102 | 22,905 | 2,048,717 | SH | SOLE | 2,048,717 | 0 | 0 | ||
| General Cable Corporation | COM | 369300108 | 18,305 | 1,228,550 | SH | SOLE | 1,228,550 | 0 | 0 | ||
| Goodyear Tire & Rubber Co | COM | 382550101 | 29,298 | 1,025,492 | SH | SOLE | 1,025,492 | 0 | 0 | ||
| Hawaiian Holdings Inc | COM | 419879101 | 53,810 | 2,065,653 | SH | SOLE | 2,065,653 | 0 | 0 | ||
| Ingram Micro Inc | COM | 457153104 | 16,678 | 603,391 | SH | SOLE | 603,391 | 0 | 0 | ||
| Meritor Inc | COM | 59001K100 | 28,147 | 1,857,860 | SH | SOLE | 1,857,860 | 0 | 0 | ||
| Navistar Intl Corp | COM | 63934E108 | 11,148 | 332,982 | SH | SOLE | 332,982 | 0 | 0 | ||
| PBF Energy Inc | COM | 69318G106 | 16,974 | 637,160 | SH | SOLE | 637,160 | 0 | 0 | ||
| PHH Corporation | COM | 693320202 | 15,214 | 634,979 | SH | SOLE | 634,979 | 0 | 0 | ||
| Paragon Offshore Limited | COM | g6s01w108 | 10,197 | 3,681,363 | SH | SOLE | 3,681,363 | 0 | 0 | ||
| Parker Drilling Co | COM | 701081101 | 15,381 | 5,010,160 | SH | SOLE | 5,010,160 | 0 | 0 | ||
| Peabody Energy Corporation | COM | 704549104 | 8,246 | 1,065,388 | SH | SOLE | 1,065,388 | 0 | 0 | ||
| Renewable Energy Group Inc | COM | 75972a301 | 13,168 | 1,356,152 | SH | SOLE | 1,356,152 | 0 | 0 | ||
| SUPERVALU Inc | COM | 868536103 | 13,335 | 1,374,737 | SH | SOLE | 1,374,737 | 0 | 0 | ||
| Sanmina Corporation | COM | 801056102 | 22,550 | 958,370 | SH | SOLE | 958,370 | 0 | 0 | ||
| SkyWest Inc | COM | 830879102 | 21,588 | 1,625,605 | SH | SOLE | 1,625,605 | 0 | 0 | ||
| Star Bulk Carriers Corp | COM | Y8162K121 | 5,278 | 804,543 | SH | SOLE | 804,543 | 0 | 0 | ||
| Swift Energy Co | COM | 870738101 | 6,958 | 1,718,020 | SH | SOLE | 1,718,020 | 0 | 0 | ||
| Tesoro Corporation | COM | 881609101 | 29,035 | 390,522 | SH | SOLE | 390,522 | 0 | 0 | ||
| The Hanover Insurance Group In | COM | 410867105 | 13,090 | 183,537 | SH | SOLE | 183,537 | 0 | 0 | ||
| Titan Machinery Inc | COM | 88830R101 | 14,319 | 1,027,182 | SH | SOLE | 1,027,182 | 0 | 0 | ||
| Trinseo SA | COM | l9340p101 | 12,112 | 694,110 | SH | SOLE | 694,110 | 0 | 0 | ||
| Unisys Corporation | COM | 909214306 | 25,817 | 875,731 | SH | SOLE | 875,731 | 0 | 0 | ||
| Valero Energy Corp | COM | 91913y100 | 21,861 | 441,641 | SH | SOLE | 441,641 | 0 | 0 | ||