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
EASTMAN CHEM CO COM 277432100 10,074 100,000 SH   SOLE   100,000 0 0
WESTROCK CO COM 96145D105 46,884 940,875 SH   SOLE   940,875 0 0
O-I GLASS INC COM 67098H104 9,347 655,000 SH   SOLE   655,000 0 0
UNIVAR SOLUTIONS INC COM 91336L107 48,850 2,050,786 SH   SOLE   2,050,786 0 0
AVNET INC COM 053807103 30,350 820,945 SH   SOLE   820,945 0 0
LEAR CORP COM NEW 521865204 30,844 197,111 SH   SOLE   197,111 0 0
HUNTSMAN CORP COM 447011107 55,394 1,872,035 SH   SOLE   1,872,035 0 0
BERRY GLOBAL GROUP INC COM 08579W103 26,337 432,609 SH   SOLE   432,609 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 3,032 110,000 SH   SOLE   110,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 31,438 1,776,180 SH   SOLE   1,776,180 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 5,174 100,000 SH   SOLE   100,000 0 0