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 HOLDING CORP | COM | 001547108 | 4,740 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 10,080 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| AMERICAN EAGLE OUTFITTERS INC | COM | 02553E106 | 16,900 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 8,580 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CIRCOR INTL INC | COM | 17273K109 | 4,140 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| CIVEO CORP | COM | 17878Y108 | 5,160 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| COMMERCIAL VEHICLE GROUP INC | COM | 202608105 | 4,812 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| FRANCESCAS HOLDINGS CORP | COM | 351793104 | 495 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| GNC HOLDINGS INC | CL A | 36191G107 | 2,250 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| HORNBECK OFFSHORE SERVICES INC | COM | 440543106 | 1,250 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| IAMGOLD CORP | COM | 450913108 | 3,380 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LGI HOMES INC | COM | 50187T106 | 19,258 | 269,612 | SH | SOLE | 269,612 | 0 | 0 | ||
| MODINE MFG CO | COM | 607828100 | 14,310 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| NOBLE CORP PLC | COM | G65431101 | 7,480 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 1,912 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| SUPERIOR INDUSTRIES INTERNATIONAL INC | COM | 868168105 | 4,152 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| TIDEWATER INC | COM | 88642R109 | 4,696 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TWIN DISC INC | COM | 901476101 | 1,510 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| WEATHERFORD INTERNATIONAL PLC | COM | G48833100 | 500 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||