The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 50,557 | 4,774,071 | SH | SOLE | 4,774,071 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 39,764 | 2,227,665 | SH | SOLE | 2,227,665 | 0 | 0 | ||
| WESTROCK CO | COM | 96145D105 | 39,000 | 1,122,615 | SH | SOLE | 1,122,615 | 0 | 0 | ||
| UNIVAR SOLUTIONS USA INC | COM | 91336L107 | 26,241 | 1,554,573 | SH | SOLE | 1,554,573 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 25,576 | 634,806 | SH | SOLE | 634,806 | 0 | 0 | ||
| EDGEWELL PERS CARE CO | COM | 28035Q102 | 24,456 | 877,180 | SH | SOLE | 877,180 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 20,867 | 307,000 | SH | SOLE | 307,000 | 0 | 0 | ||
| EASTMAN CHEM CO | COM | 277432100 | 7,812 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||