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 UNC COM NEW 690768403 145,650 8,365,905 SH   SOLE   8,365,905 0 0
HARMAN INTL INDS INC COM 413086109 125,058 1,125,026 SH   SOLE   1,125,026 0 0
COMMSCOPE HLDC CO INC COM 20337X109 115,957 3,117,127 SH   SOLE   3,117,127 0 0
DIEBOLD NXDF INC COM 253651103 104,666 4,161,677 SH   SOLE   4,161,677 0 0
GOODYEAR TIRE AND RUBBER CO COM 382550101 92,139 2,984,730 SH   SOLE   2,984,730 0 0
EASTMAN CHEM CO COM 277432100 91,109 1,211,395 SH   SOLE   1,211,395 0 0
TRIUMPH GROUP INC NEW COM 896818101 64,117 2,419,525 SH   SOLE   2,419,525 0 0
ARRIS INTL INC SHS G0551A103 9,345 310,157 SH   SOLE   310,157 0 0
MAGNA INTL INC COM 559222401 8,743 201,457 SH   SOLE   201,457 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 8,507 137,881 SH   SOLE   137,881 0 0
STEELCASE INC CL A 858155203 8,138 454,614 SH   SOLE   454,614 0 0
OFFICE DEPOT INC COM 676220106 7,595 1,680,297 SH   SOLE   1,680,297 0 0
STAPLES INC COM 855030102 6,744 745,236 SH   SOLE   745,236 0 0
VERIFONE SYS INC COM 92342Y109 6,167 347,836 SH   SOLE   347,836 0 0
COOPER TIRE & RUBR CO COM 216831107 3,885 100,000 SH   SOLE   100,000 0 0
OSHKOSH CORP COM 688239201 3,877 60,000 SH   SOLE   60,000 0 0
COMPUTER SCIENCES CORP COM 205363104 3,862 65,000 SH   SOLE   65,000 0 0
BABCOCK & WILCOX ENTERPRIS I COM 05614L100 3,816 230,000 SH   SOLE   230,000 0 0