The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 4,540 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 10,125 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| AMERICAN EAGLE OUTFITTERS INC | COM | 02553E106 | 16,220 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 9,705 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 246 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| CIRCOR INTL INC | COM | 17273K109 | 9,388 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| CIVEO CORP CDA | COM | 17878Y108 | 3,810 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| COMMERCIAL VEHICLE GROUP INC | COM | 202608105 | 4,326 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| FRANCESCAS HLDGS CORP | COM | 351793203 | 979 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| GNC HLDGS INC | CL A | 36191G107 | 3,210 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| HORNBECK OFFSHORE SVCS INC | COM | 440543106 | 760 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LGI HOMES INC | COM | 50187T106 | 16,664 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MODINE MFG CO | COM | 607828100 | 11,370 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| NOBLE CORP PLC | COM | G65431101 | 5,080 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 2,224 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 3,417 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SUPERIOR INDUSTRIES INTL INC | COM | 868168105 | 3,468 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 4,058 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| TIDEWATER INC | COM | 88642R109 | 3,022 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TWIN DISC INC | COM | 901476101 | 1,059 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| WEATHERFORD INTL PLC | COM | G48833100 | 278 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||