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 289,504 11,113,403 SH   SOLE   11,113,403 0 0
TRIUMPH GROUP INC NEW COM 896818101 246,604 3,790,995 SH   SOLE   3,790,995 0 0
BAKER HUGHES INC COM 057224107 218,558 3,359,330 SH   SOLE   3,359,330 0 0
HARMAN INTL INDS INC COM 413086109 217,659 2,220,099 SH   SOLE   2,220,099 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 201,094 3,029,431 SH   SOLE   3,029,431 0 0
OIL STS INTL INC COM 678026105 146,933 2,373,710 SH   SOLE   2,373,710 0 0
TEREX CORP NEW COM 880779103 31,380 987,733 SH   SOLE   987,733 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 28,196 1,248,459 SH   SOLE   1,248,459 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 26,330 1,746,003 SH   SOLE   1,746,003 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 19,611 1,169,413 SH   SOLE   1,169,413 0 0
CYTEC INDS INC COM 232820100 18,076 382,244 SH   SOLE   382,244 0 0
HARSCO CORP COM 415864107 17,998 840,657 SH   SOLE   840,657 0 0
TAMINCO CORP COM 87509U106 17,953 687,864 SH   SOLE   687,864 0 0
EXELIS INC COM 30162A108 16,777 1,014,338 SH   SOLE   1,014,338 0 0
DONNELLEY R R & SONS CO COM 257867101 16,673 1,012,926 SH   SOLE   1,012,926 0 0
VECTRUS INC COM 92242T101 1,110 56,843 SH   SOLE   56,843 0 0