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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| EASTMAN CHEM CO | COM | 277432100 | 36,806,497 | 367,257 | SH | SOLE | 367,257 | 0 | 0 | |||
| HUNTSMAN CORP | COM | 447011107 | 5,206,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| TIMKEN CO | COM | 887389104 | 13,555,934 | 155,049 | SH | SOLE | 155,049 | 0 | 0 | |||
| FLOWSERVE CORP | COM | 34354P105 | 20,367,890 | 445,882 | SH | SOLE | 445,882 | 0 | 0 | |||
| WESCO INTL INC | COM | 95082P105 | 34,324,512 | 200,400 | SH | SOLE | 200,400 | 0 | 0 | |||
| TEREX CORP NEW | COM | 880779103 | 30,515,167 | 473,838 | SH | SOLE | 473,838 | 0 | 0 | |||
| WEATHERFORD INTL PLC | ORD SHS | G48833118 | 33,898,969 | 293,701 | SH | SOLE | 293,701 | 0 | 0 | |||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 19,318,110 | 1,407,000 | SH | SOLE | 1,407,000 | 0 | 0 | |||
| ASHLAND INC | COM | 044186104 | 8,764,468 | 90,012 | SH | SOLE | 90,012 | 0 | 0 | |||
| PATTERSON-UTI ENERGY INC | COM | 703481101 | 19,581,600 | 1,640,000 | SH | SOLE | 1,640,000 | 0 | 0 | |||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 5,436,000 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | |||