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
Estimated average burden
hours per response: 23.8
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 9,325 234,287 SH   SOLE   234,287 0 0
BAKER HUGHES INC COM 057224107 3,137 57,550 SH   SOLE   57,550 0 0
BEACON ROOFING SUPPLY INC COM 073685109 9,045 184,595 SH   SOLE   184,595 0 0
BLUE BIRD CORP COM 095306106 24,551 1,444,152 SH   SOLE   1,444,152 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 16,558 1,080,779 SH   SOLE   1,080,779 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 10,385 408,556 SH   SOLE   408,556 0 0
SPX FLOW INC COM 78469X107 9,408 255,100 SH   SOLE   255,100 0 0
GTT COMMUNICATIONS INC COM 362393100 28,713 907,193 SH   SOLE   907,193 0 0
HORIZON GLOBAL CORP COM 44052W104 15,383 1,071,219 SH   SOLE   1,071,219 0 0
LEAR CORP COM NEW 521865204 9,921 69,827 SH   SOLE   69,827 0 0
LIBBEY INC COM 529898108 7,312 907,156 SH   SOLE   907,156 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 9,229 371,401 SH   SOLE   371,401 0 0
NATIONAL RESH CORP CL A 637372202 11,821 439,435 SH   SOLE   439,435 0 0
NATIONAL RESH CORP CL B 637372301 3,304 69,206 SH   SOLE   69,206 0 0
NEWELL BRANDS INC COM 651229106 5,816 108,458 SH   SOLE   108,458 0 0
OWENS ILL INC COM NEW 690768403 13,006 543,723 SH   SOLE   543,723 0 0
STEELCASE INC CL A 858155203 6,507 464,808 SH   SOLE   464,808 0 0
US FOODS HLDG CORP COM 912008109 5,760 211,600 SH   SOLE   211,600 0 0
VALMONT INDS INC COM 920253101 4,944 33,049 SH   SOLE   33,049 0 0
WHIRLPOOL CORP COM 963320106 10,826 56,498 SH   SOLE   56,498 0 0