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 46,159 6,492,121 SH   SOLE   6,492,121 0 0
DXC TECHNOLOGY CO COM 23355L106 34,197 2,620,493 SH   SOLE   2,620,493 0 0
OSHKOSH CORP COM 688239201 23,299 362,185 SH   SOLE   362,185 0 0
LEAR CORP COM NEW 521865204 21,046 259,030 SH   SOLE   259,030 0 0
WESTROCK CO COM 96145D105 19,935 705,399 SH   SOLE   705,399 0 0
TECHNIPFMC PLC COM G87110105 11,849 1,758,032 SH   SOLE   1,758,032 0 0
AXALTA COATING SYS LTD COM G0750C108 9,242 535,161 SH   SOLE   535,161 0 0
EASTMAN CHEM CO COM 277432100 4,658 100,000 SH   SOLE   100,000 0 0
NOMAD FOODS LTD US ORD SHS G6564A105 1,875 101,000 SH   SOLE   101,000 0 0
ACUITY BRANDS INC COM 00508Y102 771 9,000 SH   SOLE   9,000 0 0
DANA INCORPORATED COM 235825205 625 80,000 SH   SOLE   80,000 0 0
MOHAWK INDS INC COM 608190104 610 8,000 SH   SOLE   8,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 577 35,000 SH   SOLE   35,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 570 16,000 SH   SOLE   16,000 0 0
APTIV PLC SHS G6095L109 492 10,000 SH   SOLE   10,000 0 0
TIMKEN CO COM 887389104 485 15,000 SH   SOLE   15,000 0 0
MASCO CORP COM 574599106 449 13,000 SH   SOLE   13,000 0 0
HUNTSMAN CORP COM 447011107 361 25,000 SH   SOLE   25,000 0 0