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 |
| Apergy Corp. | COM | 03755L104 | 56,438 | 1,351,808 | SH | DFND | 1, 2 | 0 | 0 | 1,351,808 | |
| CBRE Group Inc. | CL A | 12504L109 | 61,574 | 1,289,776 | SH | DFND | 1, 2 | 0 | 0 | 1,289,776 | |
| Clear Channel Outdoor Holdings | CL A | 18451C109 | 2,345 | 545,370 | SH | DFND | 1, 2 | 0 | 0 | 545,370 | |
| Cleveland-Cliffs Inc. | COM | 185899101 | 14,534 | 1,724,027 | SH | DFND | 1, 2 | 0 | 0 | 1,724,027 | |
| Dover Corp. | COM | 260003108 | 15,115 | 206,489 | SH | DFND | 1, 2 | 0 | 0 | 206,489 | |
| Fifth Third Bancorp | COM | 316773100 | 191,473 | 6,671,543 | SH | DFND | 1, 2 | 0 | 6,671,543 | 0 | |
| Finisar Corp. | COM | 31787A507 | 8,388 | 466,014 | SH | DFND | 1, 2 | 0 | 0 | 466,014 | |
| Franklin Resources Inc. | COM | 354613101 | 65,739 | 2,051,145 | SH | DFND | 1, 2 | 0 | 2,051,145 | 0 | |
| United States Steel Corp. | COM | 912909108 | 104,724 | 3,013,643 | SH | DFND | 1, 2 | 0 | 3,013,643 | 0 | |