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 |
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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 | 9,800 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 8,865 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS INC | COM | 02553E106 | 24,830 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
BED BATH AND BEYOND INC | COM | 075896100 | 6,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
CALLAWAY GOLF CO | COM | 131193104 | 15,789 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
CIRCOR INTERNATIONAL INC | COM | 17273K109 | 7,125 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
CIVEO CORP CDA | COM | 17878Y108 | 12,450 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
COMMERCIAL VEHICLE GROUP INC | COM | 202608105 | 5,496 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
FOOT LOCKER INC | COM | 344849104 | 5,098 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
FRANCESCAS HOLDINGS CORP | COM | 351793104 | 1,484 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
GNC HOLDINGS INC | CL A | 36191G107 | 6,831 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
HORNBECK OFFSHORE SERVICES INC | COM | 440543106 | 5,880 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
IAMGOLD CORPORATION | COM | 450913108 | 3,680 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
LGI HOMES INC | COM | 50187T106 | 14,232 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
MODINE MFG CO | COM | 607828100 | 14,900 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
NN INC | COM | 629337106 | 3,900 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
NOBLE CORP PLC | COM | G65431101 | 21,090 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
RITE AID CORP | COM | 767754104 | 1,024 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
SPDR S AND P 500 ETF TR | ETF | 78462F103 | 1,024 | 800,000 | SH | Put | SOLE | 800,000 | 0 | 0 | |
SUPERIOR INDUSTRIES INTERNATIONAL INC | COM | 868168105 | 10,230 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
TEXTRON INC | COM | 883203101 | 7,147 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
TIDEWATER INC | COM | 88642R109 | 5,458 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
TRINITY INDUSTRIES INC | COM | 896522109 | 18,320 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
TWIN DISC INC | COM | 901476101 | 2,304 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |