The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| OWENS ILL INC | COM NEW | 690768403 | 181,049 | 9,844,988 | SH | SOLE | 9,844,988 | 0 | 0 | ||
| HARMAN INTL INDS INC | COM | 413086109 | 135,858 | 1,608,744 | SH | SOLE | 1,608,744 | 0 | 0 | ||
| EASTMAN CHEM CO | COM | 277432100 | 132,181 | 1,953,026 | SH | SOLE | 1,953,026 | 0 | 0 | ||
| GOODYEAR TIRE & RUBBER ORD | COM | 382550101 | 122,626 | 3,796,476 | SH | SOLE | 3,796,476 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 86,432 | 3,100,153 | SH | SOLE | 3,100,153 | 0 | 0 | ||
| INGRAM MICRO INC | CL A | 457153104 | 41,872 | 1,174,191 | SH | SOLE | 1,174,191 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 9,595 | 318,651 | SH | SOLE | 318,651 | 0 | 0 | ||
| DIEBOLD INC | COM | 253651103 | 8,957 | 361,326 | SH | SOLE | 361,326 | 0 | 0 | ||
| ALASKA AIR GROUP INC | COM | 011659109 | 7,506 | 113,969 | SH | SOLE | 113,969 | 0 | 0 | ||
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 7,063 | 126,869 | SH | SOLE | 126,869 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 6,829 | 159,000 | SH | SOLE | 159,000 | 0 | 0 | ||
| ROBERT HALF INTL INC | COM | 770323103 | 6,709 | 177,209 | SH | SOLE | 177,209 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 6,708 | 150,603 | SH | SOLE | 150,603 | 0 | 0 | ||
| VERIFONE SYS INC | COM | 92342Y109 | 6,462 | 410,547 | SH | SOLE | 410,547 | 0 | 0 | ||
| OFFICE DEPOT INC | COM | 676220106 | 6,037 | 1,691,110 | SH | SOLE | 1,691,110 | 0 | 0 | ||