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 80,642,528 4,248,816 SH   SOLE   4,248,816 0 0
EASTMAN CHEMICAL CO COM 277432100 56,400,011 743,279 SH   SOLE   743,279 0 0
HUNTSMAN CORP COM 447011107 56,123,233 2,495,475 SH   SOLE   2,495,475 0 0
AVNET INC COM 053807103 47,517,950 1,095,641 SH   SOLE   1,095,641 0 0
DXC TECHNOLOGY CO COM 23355L106 46,429,762 721,968 SH   SOLE   721,968 0 0
OSHKOSH CORP COM 688239201 36,923,690 491,464 SH   SOLE   491,464 0 0
TIMKEN CO COM 887389104 36,283,116 831,800 SH   SOLE   831,800 0 0
DIEBOLD NXDF INC COM 253651103 5,535,000 500,000 SH   SOLE   500,000 0 0
ADT INC COM 00090Q103 3,783,340 592,072 SH   SOLE   592,072 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 3,585,487 276,019 SH   SOLE   276,019 0 0
ACUITY BRANDS INC COM 00508Y102 3,360,280 28,000 SH   SOLE   28,000 0 0
CONAGRA BRANDS INC COM 205887102 2,954,310 106,500 SH   SOLE   106,500 0 0
WESTROCK CO COM 96145D105 2,600,130 67,800 SH   SOLE   67,800 0 0
CABOT CORP COM 127055101 2,567,280 61,669 SH   SOLE   61,669 0 0
CRANE CO COM 224399105 1,988,570 23,500 SH   SOLE   23,500 0 0
NAVISTAR INTL CORP NEW COM 63934E108 1,938,000 60,000 SH   SOLE   60,000 0 0
ANIXTER INTL INC COM 035290105 1,683,300 30,000 SH   SOLE   30,000 0 0
LEAR CORP COM NEW 521865204 968,427 7,136 SH   SOLE   7,136 0 0