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 IN | COM NEW | 690768403 | 87,214 | 5,050,000 | SH | SOLE | 5,050,000 | 0 | 0 | ||
EASTMAN CHEMICAL CO | COM | 277432100 | 59,837 | 768,820 | SH | SOLE | 768,820 | 0 | 0 | ||
TIMKEN CO | COM | 887389104 | 47,026 | 915,981 | SH | SOLE | 915,981 | 0 | 0 | ||
AVNET INC | COM | 053807103 | 41,421 | 914,980 | SH | SOLE | 914,980 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 39,544 | 717,027 | SH | SOLE | 717,027 | 0 | 0 | ||
OSHKOSH CORP | COM | 688239201 | 39,088 | 468,173 | SH | SOLE | 468,173 | 0 | 0 | ||
HUNTSMAN CORP | COM | 447011107 | 37,706 | 1,844,717 | SH | SOLE | 1,844,717 | 0 | 0 | ||
KENNAMETAL INC | COM | 489170100 | 2,278 | 61,591 | SH | SOLE | 61,591 | 0 | 0 | ||
CONAGRA BRANDS INC | COM | 205887102 | 2,254 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
MUELLER WTR PRODS INC | COM SER A | 624758108 | 2,057 | 209,486 | SH | SOLE | 209,486 | 0 | 0 | ||
ANIXTER INTL INC | COM | 035290105 | 1,815 | 30,395 | SH | SOLE | 30,395 | 0 | 0 | ||
CABOT CORP | COM | 127055101 | 1,742 | 36,520 | SH | SOLE | 36,520 | 0 | 0 | ||
KORN FERRY | COM NEW | 500643200 | 1,683 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
MOSAIC CO NEW | COM | 61945C103 | 1,638 | 65,431 | SH | SOLE | 65,431 | 0 | 0 | ||
ACUITY BRANDS INC | COM | 00508Y102 | 1,631 | 11,830 | SH | SOLE | 11,830 | 0 | 0 | ||
LEAR CORP | COM NEW | 521865204 | 1,555 | 11,162 | SH | SOLE | 11,162 | 0 | 0 | ||
TIFFANY & CO NEW | COM | 886547108 | 1,529 | 16,329 | SH | SOLE | 16,329 | 0 | 0 | ||
WESTROCK CO | COM | 96145D105 | 1,370 | 37,567 | SH | SOLE | 37,567 | 0 | 0 |