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 160,233 9,532,000 SH   SOLE   9,532,000 0 0
ARRIS INTL INC SHS G0551A103 96,844 3,961,700 SH   SOLE   3,961,700 0 0
HUNTSMAN CORP COM 447011107 91,754 3,142,275 SH   SOLE   3,142,275 0 0
COMMSCOPE HLDG CO INC COM 20337X109 88,164 3,018,810 SH   SOLE   3,018,810 0 0
DIEBOLD NXDF INC COM 253651103 82,487 6,902,696 SH   SOLE   6,902,696 0 0
EASTMAN CHEM CO COM 277432100 52,851 528,721 SH   SOLE   528,721 0 0
AVNET INC COM 053807103 37,363 871,133 SH   SOLE   871,133 0 0
CROWN HOLDINGS INC COM 228368106 5,741 128,262 SH   SOLE   128,262 0 0
ADT INC COM 00090Q103 4,749 549,063 SH   SOLE   549,063 0 0
BELDEN INC COM 077454106 4,544 74,339 SH   SOLE   74,339 0 0
OSHKOSH CORP COM 688239201 4,367 62,100 SH   SOLE   62,100 0 0
AMERICAN AXLE & MFG HLDGS INC COM 024061103 4,275 274,738 SH   SOLE   274,738 0 0
TRIUMPH GROUP INC NEW COM 896818101 3,528 180,000 SH   SOLE   180,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 3,292 80,840 SH   SOLE   80,840 0 0
NCR CORP NEW COM 62886E108 3,106 103,587 SH   SOLE   103,587 0 0
WESTROCK CO COM 96145D105 1,882 33,000 SH   SOLE   33,000 0 0