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 STL HLDG CORP | COM | 001547108 | 4,500 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 6,531 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| AMERICAN EAGLE OUTFITTERS INC | COM | 02553E106 | 17,397 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| BED BATH & BEYOND INC | COM | 075896100 | 4,528 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 7,650 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CIRCOR INTL INC | COM | 17273K109 | 6,390 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CIVEO CORP CDA | COM | 17878Y108 | 4,290 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| COMMERCIAL VEHICLE GROUP INC | COM | 202608105 | 3,420 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 2,660 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FRANCESCAS HLDGS CORP | COM | 351793104 | 971 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| GNC HLDGS INC COM | CL A | 36191G107 | 3,555 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| HORNBECK OFFSHORE SVCS INC | COM | 440543106 | 1,440 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| IAMGOLD CORP | COM | 450913108 | 3,680 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LGI HOMES INC | COM | 50187T106 | 13,566 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| MODINE MFG CO | COM | 607828100 | 10,810 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| MYERS INDS INC | COM | 628464109 | 1,511 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NOBLE CORP PLC | COM | G65431101 | 8,646 | 3,300,000 | SH | SOLE | 3,300,000 | 0 | 0 | ||
| SUPERIOR INDUSTRIES INTERNATIONAL INC CALIFORNIA | COM | 868168105 | 5,772 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| TEXTRON INC | ETF | 883203101 | 1,380 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| TIDEWATER INC | COM | 88642R109 | 3,826 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TRINITY INDS INC | COM | 896522109 | 9,266 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| TWIN DISC INC | COM | 901476101 | 1,636 | 110,900 | SH | SOLE | 110,900 | 0 | 0 | ||
| WEATHERFORD INTL PLC | COM | G48833100 | 3,801 | 6,800,000 | SH | SOLE | 6,800,000 | 0 | 0 | ||