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 IN COM NEW 690768403 87,214 5,050,000 SH   SOLE   5,050,000 0 0
EASTMAN CHEMICAL CO COM 277432100 59,837 768,820 SH   SOLE   768,820 0 0
TIMKEN CO COM 887389104 47,026 915,981 SH   SOLE   915,981 0 0
AVNET INC COM 053807103 41,421 914,980 SH   SOLE   914,980 0 0
DXC TECHNOLOGY CO COM 23355L106 39,544 717,027 SH   SOLE   717,027 0 0
OSHKOSH CORP COM 688239201 39,088 468,173 SH   SOLE   468,173 0 0
HUNTSMAN CORP COM 447011107 37,706 1,844,717 SH   SOLE   1,844,717 0 0
KENNAMETAL INC COM 489170100 2,278 61,591 SH   SOLE   61,591 0 0
CONAGRA BRANDS INC COM 205887102 2,254 85,000 SH   SOLE   85,000 0 0
MUELLER WTR PRODS INC COM SER A 624758108 2,057 209,486 SH   SOLE   209,486 0 0
ANIXTER INTL INC COM 035290105 1,815 30,395 SH   SOLE   30,395 0 0
CABOT CORP COM 127055101 1,742 36,520 SH   SOLE   36,520 0 0
KORN FERRY COM NEW 500643200 1,683 42,000 SH   SOLE   42,000 0 0
MOSAIC CO NEW COM 61945C103 1,638 65,431 SH   SOLE   65,431 0 0
ACUITY BRANDS INC COM 00508Y102 1,631 11,830 SH   SOLE   11,830 0 0
LEAR CORP COM NEW 521865204 1,555 11,162 SH   SOLE   11,162 0 0
TIFFANY & CO NEW COM 886547108 1,529 16,329 SH   SOLE   16,329 0 0
WESTROCK CO COM 96145D105 1,370 37,567 SH   SOLE   37,567 0 0