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

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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
AVIS BUDGET GROUP COM 053774105 174,689 3,963,000 SH   SOLE   3,963,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 770,488 18,358,058 SH   SOLE   18,358,058 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 309,813 10,275,710 SH   SOLE   10,275,710 0 0
LEAR CORP COM NEW 521865204 18,047 160,758 SH   SOLE   160,758 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 291,862 3,532,150 SH   SOLE   3,532,150 0 0
NCR CORP NEW COM 62886E108 326,600 10,850,488 SH   SOLE   10,850,488 0 0
PACKAGING CORP AMER COM 695156109 204,214 3,267,939 SH   SOLE   3,267,939 0 0
SOTHEBYS COM 835898107 297,309 6,571,806 SH   SOLE   6,571,806 0 0