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 |
| AK STEEL HLDG CORP | COM | 001547108 | 9,060 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 4,736 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| AMERICAN EAGLE OUTFITTERS INC | COM | 02553E106 | 16,941 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 10,634 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| CIVEO CORP CDA | COM | 17878Y108 | 11,310 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| COMMERCIAL VEHICLE GROUP INC | COM | 202608105 | 3,100 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 4,554 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| FRANCESCAS HOLDINGS CORP | COM | 351793104 | 1,440 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| GNC HOLDINGS INC | CL A | 36191G107 | 6,176 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| HORNBECK OFFSHORE SERVICES INC | COM | 440543106 | 3,638 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| IAMGOLD CORPORATION | COM | 450913108 | 5,190 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHINES CORP | COM | 459200101 | 7,672 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| LGI HOMES INC | COM | 50187T106 | 21,171 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| L BRANDS | COM | 501797104 | 1,911 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MODINE MFG CO | COM | 607828100 | 21,150 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| NEWMONT MINING CORPORATION | COM | 651639106 | 11,721 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| NOBLE CORP PLC | COM | G65431101 | 11,130 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| RITE AID CORP | COM | 767754104 | 1,680 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| SCHLUMBERGER LIMITED | COM | 806857108 | 12,956 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SOLARIS OILFIELD INFRASTRUCTURE INC | COM | 83418M103 | 828 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SUPERIOR INDUSTRIES INTERNATIONAL INC | COM | 868168105 | 6,650 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| TEXTRON INC | COM | 883203101 | 7,371 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| TIDEWATER INC | COM | 88642R109 | 4,292 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TRINITY INDUSTRIES | COM | 896522109 | 16,315 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| WABCO HOLDINGS INC | COM | 92927K102 | 1,981 | 14,800 | SH | SOLE | 14,800 | 0 | 0 | ||
| WEATHERFORD INTERNATIONAL PLC | COM | G48833100 | 1,145 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||