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 |
|
||||||||||||||||
| 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 |
| COMMSCOPE HOLDING Co Inc. | COM | 20337X109 | 144,491 | 3,819,482 | SH | SOLE | 3,819,482 | 0 | 0 | ||
| OWENS ILLINOIS INC | COM NEW | 690768403 | 143,699 | 6,481,703 | SH | SOLE | 6,481,703 | 0 | 0 | ||
| ARRIS INTERNATIONAL INC | SHS | G0551A103 | 115,366 | 4,490,706 | SH | SOLE | 4,490,706 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 111,252 | 3,341,917 | SH | SOLE | 3,341,917 | 0 | 0 | ||
| EASTMAN CHEMICAL CO | COMM | 277432100 | 104,369 | 1,126,613 | SH | SOLE | 1,126,613 | 0 | 0 | ||
| DIEBOLD NIXDORF INC | COM | 253651103 | 88,614 | 5,419,841 | SH | SOLE | 5,419,841 | 0 | 0 | ||
| AVNET INC | COM | 053807103 | 9,033 | 228,000 | SH | SOLE | 228,000 | 0 | 0 | ||
| STEELCASE INC | CL A | 858155203 | 7,338 | 482,739 | SH | SOLE | 482,739 | 0 | 0 | ||
| ALASKA AIR GROUP | COM | 011659109 | 6,542 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOGY | SHS USD | G4863A108 | 6,362 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| AMERICAN AXLE AND MANUFACTURING | COM | 024061103 | 6,022 | 353,600 | SH | SOLE | 353,600 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 5,628 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||
| LSC COMMUNICATIONS INC | COM | 50218P107 | 5,345 | 352,817 | SH | SOLE | 352,817 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 4,896 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| NCR CORP NEW | COM | 62886E108 | 3,998 | 117,631 | SH | SOLE | 117,631 | 0 | 0 | ||