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 |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 56,765 | 1,035,474 | SH | SOLE | 1,035,474 | 0 | 0 | ||
| WESTROCK CO | COM | 96145D105 | 43,992 | 1,010,619 | SH | SOLE | 1,010,619 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 35,055 | 337,910 | SH | SOLE | 337,910 | 0 | 0 | ||
| UNIVAR SOLUTIONS USA INC | COM | 91336L107 | 34,473 | 1,813,434 | SH | SOLE | 1,813,434 | 0 | 0 | ||
| EDGEWELL PERS CARE CO | COM | 28035Q102 | 32,097 | 928,182 | SH | SOLE | 928,182 | 0 | 0 | ||
| O-I GLASS INC | COM | 67098H104 | 31,850 | 2,676,454 | SH | SOLE | 2,676,454 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 27,815 | 174,905 | SH | SOLE | 174,905 | 0 | 0 | ||
| AVNET INC | COM | 053807103 | 23,992 | 683,333 | SH | SOLE | 683,333 | 0 | 0 | ||
| EASTMAN CHEM CO | COM | 277432100 | 10,028 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 3,432 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||