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 INC COM NEW 690768403 177,416 9,442,027 SH   SOLE   9,442,027 0 0
HUNTSMAN CORP COM 447011107 76,399 2,805,697 SH   SOLE   2,805,697 0 0
COMMSCOPE HLDG CO INC COM 20337X109 76,286 2,480,040 SH   SOLE   2,480,040 0 0
AVNET INC COM 053807103 75,069 1,676,777 SH   SOLE   1,676,777 0 0
ARRIS INTL INC SHS G0551A103 69,594 2,677,704 SH   SOLE   2,677,704 0 0
EASTMAN CHEM CO COM 277432100 49,741 519,655 SH   SOLE   519,655 0 0
DIEBOLD NXDF INC COM 253651103 31,259 6,946,342 SH   SOLE   6,946,342 0 0
KENNAMETAL INC COM 489170100 4,356 100,000 SH   SOLE   100,000 0 0
TIMKEN CO COM 887389104 4,237 85,000 SH   SOLE   85,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 4,194 180,000 SH   SOLE   180,000 0 0
ADT INC COM 00090Q103 4,044 430,657 SH   SOLE   430,657 0 0
TECH DATA CORP COM 878237106 4,008 56,000 SH   SOLE   56,000 0 0
OSHKOSH CORP COM 688239201 3,940 55,300 SH   SOLE   55,300 0 0
LEAR CORP COM 521865204 3,625 25,000 SH   SOLE   25,000 0 0
CROWN HOLDINGS INC COM 228368106 3,469 72,262 SH   SOLE   72,262 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 2,699 154,738 SH   SOLE   154,738 0 0
NCR CORP NEW COM 62886E108 2,056 72,377 SH   SOLE   72,377 0 0
NAVISTAR INTL CORP NEW COM 63934E108 1,974 51,269 SH   SOLE   51,269 0 0
ADIENT PLC ORD SHS G0084W101 1,002 25,500 SH   SOLE   25,500 0 0
TESLA INC COM 88160R101 728 2,750 SH   SOLE   2,750 0 0