The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALLISON TRANSMISSION HLDGS I COM 01973R101 4,074 120,920 SH   SOLE   120,920 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 6,579 100,730 SH   SOLE   100,730 0 0
APPLE INC COM 037833100 226 1,950 SH   SOLE   1,950 0 0
ARDMORE SHIPPING CORP COM Y0207T100 4,747 641,473 SH   SOLE   641,473 0 0
BABCOCK & WILCOX ENTERPRIS I COM 05614L100 3,299 198,839 SH   SOLE   198,839 0 0
BED BATH & BEYOND INC COM 075896100 473 11,630 SH   SOLE   11,630 0 0
BLUE BIRD CORP COM 095306106 6,476 419,150 SH   SOLE   419,150 0 0
CALPINE CORP COM NEW 131347304 4,148 362,870 SH   SOLE   362,870 0 0
CHEVRON CORP NEW COM 166764100 357 3,037 SH   SOLE   3,037 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 2,725 85,820 SH   SOLE   85,820 0 0
CIGNA CORPORATION COM 125509109 480 3,600 SH   SOLE   3,600 0 0
CITIGROUP INC COM NEW 172967424 3,462 58,260 SH   SOLE   58,260 0 0
CITIZENS FINL GROUP INC COM 174610105 7,741 217,261 SH   SOLE   217,261 0 0
CROWN HOLDINGS INC COM 228368106 273 5,200 SH   SOLE   5,200 0 0
CSX CORP COM 126408103 617 17,160 SH   SOLE   17,160 0 0
DEVRY ED GROUP INC COM 251893103 6,954 222,890 SH   SOLE   222,890 0 0
DYNEGY INC NEW DEL COM 26817R108 1,541 182,200 SH   SOLE   182,200 0 0
EASTMAN CHEM CO COM 277432100 286 3,800 SH   SOLE   3,800 0 0
ERA GROUP INC COM 26885G109 6,015 354,467 SH   SOLE   354,467 0 0
EXPRESS INC COM 30219E103 3,114 289,400 SH   SOLE   289,400 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 4,889 143,960 SH   SOLE   143,960 0 0
FLUOR CORP NEW COM 343412102 263 5,010 SH   SOLE   5,010 0 0
GENERAL COMMUNICATION INC CL A 369385109 3,981 204,700 SH   SOLE   204,700 0 0
GENERAL MTRS CO COM 37045V100 7,663 219,950 SH   SOLE   219,950 0 0
GNC HLDGS INC COM CL A 36191G107 194 17,600 SH   SOLE   17,600 0 0
INGERSOLL-RAND PLC SHS G47791101 312 4,160 SH   SOLE   4,160 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 327 1,970 SH   SOLE   1,970 0 0
INVESTORS BANCORP INC NEW COM 46146L101 5,687 407,700 SH   SOLE   407,700 0 0
J ALEXANDERS HLDGS INC COM 46609J106 160 14,910 SH   SOLE   14,910 0 0
KLX INC COM 482539103 3,755 83,250 SH   SOLE   83,250 0 0
KULICKE & SOFFA INDS INC COM 501242101 11,820 741,057 SH   SOLE   741,057 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 4,972 38,730 SH   SOLE   38,730 0 0
LEUCADIA NATL CORP COM 527288104 6,743 290,040 SH   SOLE   290,040 0 0
M/I HOMES INC COM 55305B101 4,802 190,712 SH   SOLE   190,712 0 0
NRG ENERGY INC COM NEW 629377508 645 52,650 SH   SOLE   52,650 0 0
OWENS ILL INC COM NEW 690768403 4,094 235,151 SH   SOLE   235,151 0 0
PERRIGO CO PLC SHS G97822103 5,975 71,790 SH   SOLE   71,790 0 0
QUANTUM CORP COM DSSG 747906204 4,424 5,317,264 SH   SOLE   5,317,264 0 0
TEXTRON INC COM 883203101 728 15,000 SH   SOLE   15,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 632 30,200 SH   SOLE   30,200 0 0
VECTRUS INC COM 92242T101 2,567 107,649 SH   SOLE   107,649 0 0
XL GROUP LTD COM G98294104 5,233 140,450 SH   SOLE   140,450 0 0