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 292,666 12,550,000 SH   SOLE   292,666 0 0
TRIUMPH GROUP INC NEW COM 896818101 280,684 4,700,000 SH   SOLE   280,684 0 0
F M C CORP COM NEW 302491303 217,550 3,800,000 SH   SOLE   217,550 0 0
OIL STS INTL INC COM 678026105 139,195 3,500,000 SH   SOLE   139,195 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 102,904 3,800,000 SH   SOLE   102,904 0 0
WESCO INTL INC COM 95082P105 69,721 997,582 SH   SOLE   69,721 0 0
INGRAM MICRO INC CL A 457153104 54,008 2,150,000 SH   SOLE   54,008 0 0
TEREX CORP NEW COM 880779103 25,795 970,094 SH   SOLE   25,795 0 0
ALASKA AIR GROUP INC COM 011659109 18,781 283,787 SH   SOLE   18,781 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 16,421 953,024 SH   SOLE   16,421 0 0
HARSCO CORP COM 415864107 16,231 940,410 SH   SOLE   16,231 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 16,216 627,800 SH   SOLE   16,216 0 0
LEAR CORP COM NEW 521865204 14,379 129,755 SH   SOLE   14,379 0 0
MAGNA INTL INC COM 559222401 13,932 259,638 SH   SOLE   13,932 0 0
AECOM COM 00766T100 13,694 444,320 SH   SOLE   13,694 0 0
CYTEC INDS INC COM 232820100 12,889 238,500 SH   SOLE   12,889 0 0
TIMKEN CO COM 887389104 12,857 305,096 SH   SOLE   12,857 0 0
ANIXTER INTL INC COM 035290105 11,364 149,266 SH   SOLE   11,364 0 0