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
OWENS ILL INC COM NEW 690768403 202,825 11,643,238 SH   SOLE   202,825 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 163,785 5,013,328 SH   SOLE   163,785 0 0
INGRAM MICRO INC CL A 457153104 137,225 4,516,941 SH   SOLE   137,225 0 0
F M C CORP COM NEW 302491303 135,093 3,452,427 SH   SOLE   135,093 0 0
TRIUMPH GROUP INC NEW COM 896818101 117,974 2,967,903 SH   SOLE   117,974 0 0
EASTMAN CHEM CO COM 277432100 115,490 1,710,713 SH   SOLE   115,490 0 0
OSHKOSH CORP COM 688239201 12,978 332,431 SH   SOLE   12,978 0 0
HEWLETT PACKARD CO COM 42824C109 11,753 773,250 SH   SOLE   11,753 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 11,108 586,477 SH   SOLE   11,108 0 0
KLX INC COM 482539103 9,358 303,922 SH   SOLE   9,358 0 0
LEAR CORP COM NEW 521865204 8,961 72,953 SH   SOLE   8,961 0 0
SPX FLOW INC COM 78469X107 7,961 285,241 SH   SOLE   7,961 0 0
CRANE CO COM 224399105 7,886 164,839 SH   SOLE   7,886 0 0
CSX CORP COM 126408103 7,849 302,463 SH   SOLE   7,849 0 0
MAGNA INTL INC COM 559222401 7,551 186,174 SH   SOLE   7,551 0 0
KIRBY CORP COM 497266106 5,541 105,301 SH   SOLE   5,541 0 0
UNIFIRST CORP MASS COM 904708104 4,321 41,464 SH   SOLE   4,321 0 0