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

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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
O-I GLASS INC COM 67098H104 46,055 5,128,570 SH   SOLE   5,128,570 0 0
DXC TECHNOLOGY CO COM 23355L106 33,166 2,010,060 SH   SOLE   2,010,060 0 0
WESTROCK CO COM 96145D105 32,991 1,167,399 SH   SOLE   1,167,399 0 0
AXALTA COATING SYS LTD COM G0750C108 26,680 1,183,161 SH   SOLE   1,183,161 0 0
UNIVAR SOLUTIONS INC COM 91336L107 26,302 1,560,000 SH   SOLE   1,560,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 17,456 343,559 SH   SOLE   343,559 0 0
EDGEWELL PERS CARE CO COM 28035Q102 13,399 430,000 SH   SOLE   430,000 0 0
EASTMAN CHEM CO COM 277432100 6,964 100,000 SH   SOLE   100,000 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 644 30,000 SH   SOLE   30,000 0 0