The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| BAKER HUGHES INC | COM | 057224107 | 225,860 | 4,600,000 | SH | SOLE | 4,600,000 | 0 | 0 | ||
| OIL STS INTL INC | COM | 678026105 | 212,093 | 2,050,000 | SH | SOLE | 2,050,000 | 0 | 0 | ||
| OWENS ILL INC | COM NEW | 690768403 | 207,138 | 6,900,000 | SH | SOLE | 6,900,000 | 0 | 0 | ||
| HARMAN INTL INDS INC | COM | 413086109 | 165,575 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| ASHLAND INC NEW | COM | 044209104 | 143,907 | 1,556,093 | SH | SOLE | 1,556,093 | 0 | 0 | ||
| ROCKWOOD HLDGS INC | COM | 774415103 | 78,767 | 1,177,380 | SH | SOLE | 1,177,380 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 20,206 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| AGCO CORP | COM | 001084102 | 19,993 | 330,895 | SH | SOLE | 330,895 | 0 | 0 | ||
| CURTISS WRIGHT CORP | COM | 231561101 | 16,436 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| CAMERON INTERNATIONAL CORP | COM | 13342B105 | 16,344 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 10,755 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 9,831 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 9,636 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| AXIALL CORP | COM | 05463D100 | 8,080 | 213,800 | SH | SOLE | 213,800 | 0 | 0 | ||
| MRC GLOBAL INC | COM | 55345K103 | 8,040 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||