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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| EASTMAN CHEM CO | COM | 277432100 | 33,685,328 | 402,357 | SH | SOLE | 402,357 | 0 | 0 | |||
| HUNTSMAN CORP | COM | 447011107 | 16,212,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
| TIMKEN CO | COM | 887389104 | 28,108,222 | 307,093 | SH | SOLE | 307,093 | 0 | 0 | |||
| RALPH LAUREN CORP | CL A | 751212101 | 24,213,901 | 196,382 | SH | SOLE | 196,382 | 0 | 0 | |||
| FLOWSERVE CORP | COM | 34354P105 | 25,591,966 | 688,882 | SH | SOLE | 688,882 | 0 | 0 | |||
| WESCO INTL INC | COM | 95082P105 | 26,321,820 | 147,000 | SH | SOLE | 147,000 | 0 | 0 | |||
| CNH INDL N V | SHS | N20944109 | 3,168,000 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
| TEREX CORP NEW | COM | 880779103 | 19,265,260 | 322,000 | SH | SOLE | 322,000 | 0 | 0 | |||
| WEATHERFORD INTL PLC | ORD SHS | G48833118 | 26,534,856 | 399,501 | SH | SOLE | 399,501 | 0 | 0 | |||