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Type	Result	AUM ($BB)

CIK	Period
0001138532
/

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	Ryerson Holding Corp	821.1	67.4
	RadNet Inc	981.0	53.2
	Arch Coal Inc	2,421.0	44.4
	BlueLinx Holdings Inc	644.6	26.8
	Builders Firstsource Inc	9,096.0	25.9
	Oppenheimer Holdings Inc	421.3	18.6
	Dana Holding Corp	2,175.1	18.2
	Tutor Perini Corp	456.7	16.8
	BFC Financial Corp	523.3	15.4
	Sportsman's Warehouse Holdings Inc	441.6	12.0
	Olympic Steel Inc	291.8	10.3
	Victory Capital Holdings Inc	1,824.6	8.1
	Algoma Steel Group Inc	1,357.1	8.0
	Corrections Corp of America	1,354.2	7.8
	Universal Stainless & Alloy Products Inc	64.4	5.1
	Ricks Cabaret International Inc	459.2	4.7
	Civeo Corp	384.8	4.0
	Searchmedia Holdings Ltd	86.1	3.9
	Townsquare Media Inc	147.3	3.7
	Lifetime Brands Inc	252.0	3.6
	Atkore International Group Inc	3,640.1	3.5
	Firstservice Corp	4,697.7	3.2
	American Reprographics Co	116.8	3.0
	Ferroglobe PLC	1,163.2	2.8
	Hudson Technologies Inc /NY	365.6	2.7
	Trinseo Sa	1,454.4	2.6
	Information Services Group Inc	320.5	2.5
	Veritiv Corp	1,607.9	2.4
	Carriage Services Inc	585.7	2.2
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