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
OWENS ILL INC COM NEW 690768403 186,559 10,358,635 SH   SOLE   10,358,635 0 0
INGRAM MICRO INC CL A 457153104 45,184 1,299,148 SH   SOLE   1,299,148 0 0
GOODYEAR TIRE AND RUBR CO COM 382550101 111,741 4,354,707 SH   SOLE   4,354,707 0 0
TRIUMPH GROUP INC NEW COM 896818101 102,431 2,885,383 SH   SOLE   2,885,383 0 0
EASTMAN CHEM CO COM 277432100 97,244 1,432,161 SH   SOLE   1,432,161 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 10,189 236,956 SH   SOLE   236,956 0 0
HARMAN INTL INDS INC COM 413086109 151,878 2,114,706 SH   SOLE   2,114,706 0 0
ROBERT HALF INTL INC COM 770323103 9,575 250,913 SH   SOLE   250,913 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 5,623 307,746 SH   SOLE   307,746 0 0
ITT INC COM 45073V108 4,912 153,591 SH   SOLE   153,591 0 0
ALASKA AIR GROUP INC COM 011659109 8,677 148,855 SH   SOLE   148,855 0 0
COOPER TIRE & RUBR CO COM 216831107 8,461 283,742 SH   SOLE   283,742 0 0
TIFFANY & CO NEW COM 886547108 7,586 125,111 SH   SOLE   125,111 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 6,443 122,164 SH   SOLE   122,164 0 0
VERIFONE SYS INC COM 92342Y109 6,118 330,000 SH   SOLE   330,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 3,879 125,000 SH   SOLE   125,000 0 0
IPG PHOTONICS CORP COM 44980X109 2,960 37,000 SH   SOLE   37,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 2,808 56,880 SH   SOLE   56,880 0 0