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 | 80,642,528 | 4,248,816 | SH | SOLE | 4,248,816 | 0 | 0 | ||
EASTMAN CHEMICAL CO | COM | 277432100 | 56,400,011 | 743,279 | SH | SOLE | 743,279 | 0 | 0 | ||
HUNTSMAN CORP | COM | 447011107 | 56,123,233 | 2,495,475 | SH | SOLE | 2,495,475 | 0 | 0 | ||
AVNET INC | COM | 053807103 | 47,517,950 | 1,095,641 | SH | SOLE | 1,095,641 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 46,429,762 | 721,968 | SH | SOLE | 721,968 | 0 | 0 | ||
OSHKOSH CORP | COM | 688239201 | 36,923,690 | 491,464 | SH | SOLE | 491,464 | 0 | 0 | ||
TIMKEN CO | COM | 887389104 | 36,283,116 | 831,800 | SH | SOLE | 831,800 | 0 | 0 | ||
DIEBOLD NXDF INC | COM | 253651103 | 5,535,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
ADT INC | COM | 00090Q103 | 3,783,340 | 592,072 | SH | SOLE | 592,072 | 0 | 0 | ||
INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 3,585,487 | 276,019 | SH | SOLE | 276,019 | 0 | 0 | ||
ACUITY BRANDS INC | COM | 00508Y102 | 3,360,280 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
CONAGRA BRANDS INC | COM | 205887102 | 2,954,310 | 106,500 | SH | SOLE | 106,500 | 0 | 0 | ||
WESTROCK CO | COM | 96145D105 | 2,600,130 | 67,800 | SH | SOLE | 67,800 | 0 | 0 | ||
CABOT CORP | COM | 127055101 | 2,567,280 | 61,669 | SH | SOLE | 61,669 | 0 | 0 | ||
CRANE CO | COM | 224399105 | 1,988,570 | 23,500 | SH | SOLE | 23,500 | 0 | 0 | ||
NAVISTAR INTL CORP | NEW COM | 63934E108 | 1,938,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
ANIXTER INTL INC | COM | 035290105 | 1,683,300 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
LEAR CORP | COM NEW | 521865204 | 968,427 | 7,136 | SH | SOLE | 7,136 | 0 | 0 |