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 8,774 174,087 SH   SOLE   174,087 0 0
BAKER HUGHES A GE CO CL A 05722G100 2,432 76,850 SH   SOLE   76,850 0 0
BEACON ROOFING SUPPLY INC COM 073685109 12,784 200,503 SH   SOLE   200,503 0 0
BLUE BIRD CORP COM 095306106 28,739 1,444,152 SH   SOLE   1,444,152 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 17,726 813,494 SH   SOLE   813,494 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 14,211 355,461 SH   SOLE   355,461 0 0
SPX FLOW INC COM 78469X107 11,540 242,683 SH   SOLE   242,683 0 0
GTT COMMUNICATIONS INC COM 362393100 23,610 502,878 SH   SOLE   502,878 0 0
HORIZON GLOBAL CORP COM 44052W104 15,398 1,098,319 SH   SOLE   1,098,319 0 0
LEAR CORP COM NEW 521865204 10,145 57,427 SH   SOLE   57,427 0 0
LIBBEY INC COM 529898108 6,631 881,737 SH   SOLE   881,737 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 10,336 394,497 SH   SOLE   394,497 0 0
NATIONAL RESH CORP CL A 637372202 11,227 300,990 SH   SOLE   300,990 0 0
NATIONAL RESH CORP CL B 637372301 3,880 69,206 SH   SOLE   69,206 0 0
NEWELL BRANDS INC COM 651229106 4,510 145,958 SH   SOLE   145,958 0 0
OWENS ILL INC COM NEW 690768403 12,054 543,723 SH   SOLE   543,723 0 0
STEELCASE INC CL A 858155203 5,894 387,741 SH   SOLE   387,741 0 0
US FOODS HLDG CORP COM 912008109 10,923 342,100 SH   SOLE   342,100 0 0
VALMONT INDS INC COM 920253101 5,481 33,049 SH   SOLE   33,049 0 0
WHIRLPOOL CORP COM 963320106 9,696 57,498 SH   SOLE   57,498 0 0