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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| OWENS ILL INC | COM NEW | 690768403 | 194,133 | 12,163,737 | SH | SOLE | 194,133 | 0 | 0 | ||
| INGRAM MICRO INC | CL A | 457153104 | 133,165 | 3,708,295 | SH | SOLE | 133,165 | 0 | 0 | ||
| GOODYEAR TIRE AND RUBBER CO | COM | 382550101 | 130,346 | 3,952,273 | SH | SOLE | 130,346 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 123,132 | 3,911,427 | SH | SOLE | 123,132 | 0 | 0 | ||
| EASTMAN CHEM CO | COM | 277432100 | 108,994 | 1,508,988 | SH | SOLE | 108,994 | 0 | 0 | ||
| FMC CORP | COM NEW | 302491303 | 108,906 | 2,697,700 | SH | SOLE | 108,906 | 0 | 0 | ||
| HARMAN INTL INDS INC | COM | 413086109 | 62,470 | 701,599 | SH | SOLE | 62,470 | 0 | 0 | ||
| ASHLAND INC NEW | COM | 044209104 | 11,519 | 104,757 | SH | SOLE | 11,519 | 0 | 0 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 9,971 | 562,373 | SH | SOLE | 9,971 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 9,664 | 224,947 | SH | SOLE | 9,664 | 0 | 0 | ||
| AMERICAN AXLE AND MFG HLDGS INC | COM | 024061103 | 8,915 | 579,275 | SH | SOLE | 8,915 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 8,352 | 75,132 | SH | SOLE | 8,352 | 0 | 0 | ||
| KLX INC. | COM | 482539103 | 6,830 | 212,511 | SH | SOLE | 6,830 | 0 | 0 | ||