The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| 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 |
| OWENS ILL INC | COM NEW | 690768403 | 291,638,239 | 12,713,088 | SH | SOLE | 291,638,239 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 279,118,167 | 4,229,704 | SH | SOLE | 279,118,167 | 0 | 0 | ||
| FMC CORP | COM NEW | 302491303 | 275,292,476 | 5,238,677 | SH | SOLE | 275,292,476 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 223,258,157 | 7,404,914 | SH | SOLE | 223,258,157 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 154,340,678 | 2,248,553 | SH | SOLE | 154,340,678 | 0 | 0 | ||
| INGRAM MICRO INC | CL A | 457153104 | 125,670,699 | 5,020,803 | SH | SOLE | 125,670,699 | 0 | 0 | ||
| TEREX CORP NEW | COM | 880779103 | 21,012,676 | 903,771 | SH | SOLE | 21,012,676 | 0 | 0 | ||
| ANIXTER INTL INC | COM | 035290105 | 16,465,555 | 252,733 | SH | SOLE | 16,465,555 | 0 | 0 | ||
| AECOM TECHNOLOGY CORP DELAWA | COM | 00766T100 | 15,340,850 | 463,750 | SH | SOLE | 15,340,850 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 14,124,104 | 125,816 | SH | SOLE | 14,124,104 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 14,116,058 | 251,668 | SH | SOLE | 14,116,058 | 0 | 0 | ||
| AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 12,934,591 | 618,584 | SH | SOLE | 12,934,591 | 0 | 0 | ||
| ALASKA AIR GROUP INC | COM | 011659109 | 193 | 3 | SH | SOLE | 193 | 0 | 0 | ||