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
EASTMAN CHEM CO COM 277432100 21,810 306,960 SH   SOLE   306,960 0 0
WESTROCK CO COM 96145D105 29,400 951,767 SH   SOLE   951,767 0 0
O-I GLASS INC COM 67098H104 8,482 655,000 SH   SOLE   655,000 0 0
UNIVAR SOLUTIONS INC COM 91336L107 30,099 1,323,597 SH   SOLE   1,323,597 0 0
AVNET INC COM 053807103 28,241 781,877 SH   SOLE   781,877 0 0
LEAR CORP COM NEW 521865204 17,740 148,215 SH   SOLE   148,215 0 0
HUNTSMAN CORP COM 447011107 10,355 421,969 SH   SOLE   421,969 0 0
TIMKEN CO COM 887389104 28,505 482,816 SH   SOLE   482,816 0 0
RALPH LAUREN CORP CL A 751212101 27,114 319,248 SH   SOLE   319,248 0 0
FLOWSERVE CORP COM 34354P105 19,619 807,361 SH   SOLE   807,361 0 0