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 |
OWENS ILL INC | COM NEW | 690768403 | 171,028 | 7,896,030 | SH | SOLE | 7,896,030 | 0 | 0 | ||
ARRIS INTL INC | SHS | G0551A103 | 124,837 | 4,698,428 | SH | SOLE | 4,698,428 | 0 | 0 | ||
HUNTSMAN CORP | COM | 447011107 | 100,678 | 3,441,986 | SH | SOLE | 3,441,986 | 0 | 0 | ||
DIEBOLD NXDF INC | COM | 253651103 | 96,215 | 6,247,696 | SH | SOLE | 6,247,696 | 0 | 0 | ||
EASTMAN CHEM CO | COM | 277432100 | 95,667 | 906,107 | SH | SOLE | 906,107 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 85,439 | 2,137,582 | SH | SOLE | 2,137,582 | 0 | 0 | ||
CROWN HOLDINGS INC | COM | 228368106 | 5,735 | 113,000 | SH | SOLE | 113,000 | 0 | 0 | ||
AMERICAN AXLE & MFG HLDGS INC | COM | 024061103 | 5,507 | 361,816 | SH | SOLE | 361,816 | 0 | 0 | ||
AVNET INC | COM | 053807103 | 5,358 | 128,300 | SH | SOLE | 128,300 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 5,213 | 88,452 | SH | SOLE | 88,452 | 0 | 0 | ||
TENNECO INC | COM | 880349105 | 4,978 | 90,717 | SH | SOLE | 90,717 | 0 | 0 | ||
STEELCASE INC | CL A | 858155203 | 4,894 | 359,828 | SH | SOLE | 359,828 | 0 | 0 | ||
BELDEN INC | COM | 077454106 | 4,550 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
TRIUMPH GROUP INC NEW | COM | 896818101 | 4,536 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
NAVISTAR INTL CORP NEW | COM | 63934E108 | 4,022 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
LSC COMMUNICATIONS INC | COM | 50218P107 | 3,570 | 204,569 | SH | SOLE | 204,569 | 0 | 0 | ||
INTL PAPER CO | COM | 460146103 | 2,672 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
NCR CORP NEW | COM | 62886E108 | 2,206 | 70,000 | SH | SOLE | 70,000 | 0 | 0 |