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 325,616 9,400,000 SH   SOLE   9,400,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 244,370 3,500,000 SH   SOLE   3,500,000 0 0
HARMAN INTL INDS INC COM 413086109 243,347 2,265,167 SH   SOLE   2,265,167 0 0
BAKER HUGHES INC COM 057224107 204,738 2,750,000 SH   SOLE   2,750,000 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 192,974 2,850,000 SH   SOLE   2,850,000 0 0
OIL STS INTL INC COM 678026105 136,512 2,130,000 SH   SOLE   2,130,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 28,133 1,012,706 SH   SOLE   1,012,706 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 24,286 946,418 SH   SOLE   946,418 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 21,807 1,154,418 SH   SOLE   1,154,418 0 0
CYTEC INDS INC COM 232820100 19,891 188,682 SH   SOLE   188,682 0 0
HARSCO CORP COM 415864107 19,175 720,045 SH   SOLE   720,045 0 0
EXELIS INC COM 30162A108 18,310 1,078,328 SH   SOLE   1,078,328 0 0
TAMINCO CORP COM 87509U106 16,795 722,069 SH   SOLE   722,069 0 0
TEREX CORP NEW COM 880779103 14,591 355,000 SH   SOLE   355,000 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 12,974 399,700 SH   SOLE   399,700 0 0
DONNELLEY R R & SONS CO COM 257867101 11,872 700,000 SH   SOLE   700,000 0 0