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 | 124,717 | 7,234,175 | SH | SOLE | 7,234,175 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 51,653 | 2,677,697 | SH | SOLE | 2,677,697 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 48,235 | 2,942,961 | SH | SOLE | 2,942,961 | 0 | 0 | ||
| AVNET INC | COM | 053807103 | 43,360 | 1,201,114 | SH | SOLE | 1,201,114 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 41,247 | 775,756 | SH | SOLE | 775,756 | 0 | 0 | ||
| OSHKOSH ORD | COM | 688239201 | 29,614 | 483,025 | SH | SOLE | 483,025 | 0 | 0 | ||
| DIEBOLD NXDF INC | COM | 253651103 | 8,218 | 3,300,506 | SH | SOLE | 3,300,506 | 0 | 0 | ||
| EASTMAN CHEM CO | COM | 277432100 | 7,311 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CABOT CORP | COM | 127055101 | 2,877 | 67,000 | SH | SOLE | 67,000 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 2,835 | 193,764 | SH | SOLE | 193,764 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 2,653 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| TIMKEN CO | COM | 887389104 | 2,594 | 69,500 | SH | SOLE | 69,500 | 0 | 0 | ||
| CROWN HOLDINGS INC | COM | 228368106 | 2,401 | 57,762 | SH | SOLE | 57,762 | 0 | 0 | ||
| AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 2,109 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| ADT INC | COM | 00090Q103 | 2,107 | 350,657 | SH | SOLE | 350,657 | 0 | 0 | ||
| NAVISTAR INTL CORP NEW | COM | 63934E108 | 2,076 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 2,070 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 1,115 | 13,855 | SH | SOLE | 13,855 | 0 | 0 | ||
| GARDNER DENVER HLDGS INC | COM | 36555P107 | 1,094 | 53,494 | SH | SOLE | 53,494 | 0 | 0 | ||
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 1,083 | 101,778 | SH | SOLE | 101,778 | 0 | 0 | ||
| VENATOR MATLS PLC | SHS | G9329Z100 | 1,014 | 241,900 | SH | SOLE | 241,900 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 516 | 4,203 | SH | SOLE | 4,203 | 0 | 0 | ||