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
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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
ALASKA AIR GROUP INC COM 011659109 7,246 95,000 SH   SOLE   95,000 0 0
AMERICAN AXLE AND MANUFACTURING COM 024061103 7,095 403,600 SH   SOLE   403,600 0 0
ARRIS INTERNATIONAL INC SHS G0551A103 112,704 3,955,906 SH   SOLE   3,955,906 0 0
AVNET INC COM 053807103 7,388 188,000 SH   SOLE   188,000 0 0
BABCOCK AND WILCOX ENTERPRISES COM 05614L100 2,498 750,000 SH   SOLE   750,000 0 0
COMMSCOPE HOLDING COM 20337X109 122,227 3,680,441 SH   SOLE   3,680,441 0 0
DIEBOLD NIXDORF INC COM 253651103 148,110 6,481,819 SH   SOLE   6,481,819 0 0
EASTMAN CHEMICAL CO COM 277432100 110,202 1,217,837 SH   SOLE   1,217,837 0 0
HUNTSMAN CORP COM 447011107 95,473 3,481,857 SH   SOLE   3,481,857 0 0
INTERNATIONAL GAME TECHNOLOGY SHS USD G4863A108 7,120 290,000 SH   SOLE   290,000 0 0
KAPSTONE PAPER AND PACKAGING COM 48562P103 4,083 190,000 SH   SOLE   190,000 0 0
LSC COMMUNICATIONS INC COM 50218P107 7,183 435,061 SH   SOLE   435,061 0 0
OWENS ILLINOIS INC COM NEW 690768403 159,389 6,334,999 SH   SOLE   6,334,999 0 0
STEELCASE INC CL A 858155203 7,434 482,739 SH   SOLE   482,739 0 0
TRIUMPH GROUP INC NEW COM 896818101 5,355 180,000 SH   SOLE   180,000 0 0