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 74,406 7,245,010 SH   SOLE   7,245,010 0 0
DXC TECHNOLOGY CO COM 23355L106 48,142 1,631,927 SH   SOLE   1,631,927 0 0
TIMKEN CO COM 887389104 38,138 876,540 SH   SOLE   876,540 0 0
EASTMAN CHEMICAL CO COM 277432100 37,114 502,694 SH   SOLE   502,694 0 0
OSHKOSH CORP COM 688239201 32,351 426,788 SH   SOLE   426,788 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 32,147 969,461 SH   SOLE   969,461 0 0
HUNTSMAN CORP COM 447011107 14,340 616,488 SH   SOLE   616,488 0 0
VISTEON CORP COM NEW 92839U206 1,318 15,969 SH   SOLE   15,969 0 0
RALPH LAUREN CORP CL A 751212101 1,241 13,000 SH   SOLE   13,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 1,202 18,000 SH   SOLE   18,000 0 0
MOHAWK INDS INC COM 608190104 1,121 9,033 SH   SOLE   9,033 0 0
COOPER TIRE & RUBR CO COM 216831107 914 35,000 SH   SOLE   35,000 0 0
WESTROCK CO COM 96145D105 841 23,084 SH   SOLE   23,084 0 0
LEAR CORP COM NEW 521865204 825 7,000 SH   SOLE   7,000 0 0
DANA INCORPORATED COM 235825205 809 56,000 SH   SOLE   56,000 0 0