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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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 171,028 7,896,030 SH   SOLE   7,896,030 0 0
ARRIS INTL INC SHS G0551A103 124,837 4,698,428 SH   SOLE   4,698,428 0 0
HUNTSMAN CORP COM 447011107 100,678 3,441,986 SH   SOLE   3,441,986 0 0
DIEBOLD NXDF INC COM 253651103 96,215 6,247,696 SH   SOLE   6,247,696 0 0
EASTMAN CHEM CO COM 277432100 95,667 906,107 SH   SOLE   906,107 0 0
COMMSCOPE HLDG CO INC COM 20337X109 85,439 2,137,582 SH   SOLE   2,137,582 0 0
CROWN HOLDINGS INC COM 228368106 5,735 113,000 SH   SOLE   113,000 0 0
AMERICAN AXLE & MFG HLDGS INC COM 024061103 5,507 361,816 SH   SOLE   361,816 0 0
AVNET INC COM 053807103 5,358 128,300 SH   SOLE   128,300 0 0
LENNAR CORP CL A 526057104 5,213 88,452 SH   SOLE   88,452 0 0
TENNECO INC COM 880349105 4,978 90,717 SH   SOLE   90,717 0 0
STEELCASE INC CL A 858155203 4,894 359,828 SH   SOLE   359,828 0 0
BELDEN INC COM 077454106 4,550 66,000 SH   SOLE   66,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 4,536 180,000 SH   SOLE   180,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 4,022 115,000 SH   SOLE   115,000 0 0
LSC COMMUNICATIONS INC COM 50218P107 3,570 204,569 SH   SOLE   204,569 0 0
INTL PAPER CO COM 460146103 2,672 50,000 SH   SOLE   50,000 0 0
NCR CORP NEW COM 62886E108 2,206 70,000 SH   SOLE   70,000 0 0