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
O-I GLASS INC COM 67098H104 94,268 7,901,765 SH   SOLE   7,901,765 0 0
DXC TECHNOLOGY CO COM 23355L106 54,974 1,462,476 SH   SOLE   1,462,476 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 51,092 1,339,245 SH   SOLE   1,339,245 0 0
WESTROCK CO COM 96145D105 36,481 850,184 SH   SOLE   850,184 0 0
EASTMAN CHEMICAL CO COM 277432100 32,724 412,864 SH   SOLE   412,864 0 0
LEAR CORP COM NEW 521865204 32,516 237,000 SH   SOLE   237,000 0 0
TIMKEN CO COM 887389104 28,196 500,728 SH   SOLE   500,728 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 2,573 115,000 SH   SOLE   115,000 0 0
SMUCKER J M CO COM NEW 832696405 1,145 11,000 SH   SOLE   11,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,033 50,000 SH   SOLE   50,000 0 0
HUNTSMAN CORP COM 447011107 974 40,300 SH   SOLE   40,300 0 0
MOSAIC CO NEW COM 61945C103 606 28,000 SH   SOLE   28,000 0 0
TECHNIPFMC PLC COM G87110105 600 28,000 SH   SOLE   28,000 0 0
COOPER TIRE & RUBR CO COM 216831107 588 20,462 SH   SOLE   20,462 0 0