The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 200,482 | 8,381,360 | SH | SOLE | 8,381,360 | 0 | 0 | ||
| DIEBOLD NXDF INC | COM | 253651103 | 168,000 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
| COMMSCOPE HOLDING CO INC | COM | 20337X109 | 162,236 | 4,265,989 | SH | SOLE | 4,265,989 | 0 | 0 | ||
| EASTMAN CHEM CO | COM | 277432100 | 142,896 | 1,701,345 | SH | SOLE | 1,701,345 | 0 | 0 | ||
| ARRIS INTL INC | SHS | G0551A103 | 119,947 | 4,280,759 | SH | SOLE | 4,280,759 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 111,905 | 4,330,700 | SH | SOLE | 4,330,700 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 8,032 | 173,356 | SH | SOLE | 173,356 | 0 | 0 | ||
| LSC COMMUNICATIONS INC | COM | 50218P107 | 7,605 | 355,388 | SH | SOLE | 355,388 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOGY | SHS USD | G4863A108 | 7,544 | 412,247 | SH | SOLE | 412,247 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 7,394 | 233,993 | SH | SOLE | 233,993 | 0 | 0 | ||
| STEELCASE INC | CL A | 858155203 | 6,827 | 487,643 | SH | SOLE | 487,643 | 0 | 0 | ||
| AVNET INC | COM | 053807103 | 6,143 | 158,000 | SH | SOLE | 158,000 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 4,689 | 61,117 | SH | SOLE | 61,117 | 0 | 0 | ||
| BABCOCK & WILCOX ENTERPRISES I | COM | 05614L100 | 4,540 | 386,056 | SH | SOLE | 386,056 | 0 | 0 | ||
| NOMAD FOODS LTD | US ORD SHS | G6564A105 | 4,408 | 312,368 | SH | SOLE | 312,368 | 0 | 0 | ||
| ADIENT PLC | ORD SHS | G0084W101 | 3,269 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| KAPSTONE PAPER AND PACKAGING | COM | 48562P103 | 3,095 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 2,340 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADR | 98980A105 | 1,779 | 127,400 | SH | SOLE | 127,400 | 0 | 0 | ||