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 |
| EASTMAN CHEM CO | COM | 277432100 | 29,158 | 324,807 | SH | SOLE | 324,807 | 0 | 0 | ||
| WESTROCK CO | COM | 96145D105 | 39,865 | 1,000,635 | SH | SOLE | 1,000,635 | 0 | 0 | ||
| O-I GLASS INC | COM | 67098H104 | 9,170 | 655,000 | SH | SOLE | 655,000 | 0 | 0 | ||
| UNIVAR SOLUTIONS INC | COM | 91336L107 | 29,673 | 1,193,118 | SH | SOLE | 1,193,118 | 0 | 0 | ||
| AVNET INC | COM | 053807103 | 37,561 | 875,950 | SH | SOLE | 875,950 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 21,989 | 174,668 | SH | SOLE | 174,668 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 17,813 | 628,313 | SH | SOLE | 628,313 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 1,999 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 11,001 | 1,027,172 | SH | SOLE | 1,027,172 | 0 | 0 | ||
| TIMKEN CO | COM | 887389104 | 32,432 | 611,340 | SH | SOLE | 611,340 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 33,249 | 370,875 | SH | SOLE | 370,875 | 0 | 0 | ||