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 |
| ALTRA INDL MOTION CORP | COM | 02208R106 | 9,842 | 252,695 | SH | SOLE | 252,695 | 0 | 0 | ||
| BAKER HUGHES INC | COM | 057224107 | 2,826 | 47,250 | SH | SOLE | 47,250 | 0 | 0 | ||
| BEACON ROOFING SUPPLY INC | COM | 073685109 | 9,075 | 184,595 | SH | SOLE | 184,595 | 0 | 0 | ||
| BLUE BIRD CORP | COM | 095306106 | 26,130 | 1,523,601 | SH | SOLE | 1,523,601 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 14,539 | 975,779 | SH | SOLE | 975,779 | 0 | 0 | ||
| COLUMBUS MCKINNON CORP N Y | COM | 199333105 | 10,140 | 408,556 | SH | SOLE | 408,556 | 0 | 0 | ||
| CRAWFORD & CO | CL A | 224633206 | 1,566 | 192,441 | SH | SOLE | 192,441 | 0 | 0 | ||
| SPX FLOW INC | COM | 78469X107 | 8,855 | 255,100 | SH | SOLE | 255,100 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 22,869 | 939,195 | SH | SOLE | 939,195 | 0 | 0 | ||
| HORIZON GLOBAL CORP | COM | 44052W104 | 13,943 | 1,004,519 | SH | SOLE | 1,004,519 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 9,886 | 69,827 | SH | SOLE | 69,827 | 0 | 0 | ||
| LIBBEY INC | COM | 529898108 | 9,625 | 660,133 | SH | SOLE | 660,133 | 0 | 0 | ||
| NATURAL GAS SERVICES GROUP | COM | 63886Q109 | 9,425 | 361,815 | SH | SOLE | 361,815 | 0 | 0 | ||
| NATIONAL RESH CORP | CL A | 637372202 | 12,876 | 653,597 | SH | SOLE | 653,597 | 0 | 0 | ||
| NATIONAL RESH CORP | CL B | 637372301 | 2,716 | 69,206 | SH | SOLE | 69,206 | 0 | 0 | ||
| NEWELL BRANDS INC | COM | 651229106 | 5,116 | 108,458 | SH | SOLE | 108,458 | 0 | 0 | ||
| OWENS ILL INC | COM NEW | 690768403 | 11,994 | 588,537 | SH | SOLE | 588,537 | 0 | 0 | ||
| STEELCASE INC | CL A | 858155203 | 7,874 | 470,108 | SH | SOLE | 470,108 | 0 | 0 | ||
| VALMONT INDS INC | COM | 920253101 | 5,139 | 33,049 | SH | SOLE | 33,049 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 9,680 | 56,498 | SH | SOLE | 56,498 | 0 | 0 | ||