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 | 186,559 | 10,358,635 | SH | SOLE | 10,358,635 | 0 | 0 | ||
INGRAM MICRO INC | CL A | 457153104 | 45,184 | 1,299,148 | SH | SOLE | 1,299,148 | 0 | 0 | ||
GOODYEAR TIRE AND RUBR CO | COM | 382550101 | 111,741 | 4,354,707 | SH | SOLE | 4,354,707 | 0 | 0 | ||
TRIUMPH GROUP INC NEW | COM | 896818101 | 102,431 | 2,885,383 | SH | SOLE | 2,885,383 | 0 | 0 | ||
EASTMAN CHEM CO | COM | 277432100 | 97,244 | 1,432,161 | SH | SOLE | 1,432,161 | 0 | 0 | ||
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 10,189 | 236,956 | SH | SOLE | 236,956 | 0 | 0 | ||
HARMAN INTL INDS INC | COM | 413086109 | 151,878 | 2,114,706 | SH | SOLE | 2,114,706 | 0 | 0 | ||
ROBERT HALF INTL INC | COM | 770323103 | 9,575 | 250,913 | SH | SOLE | 250,913 | 0 | 0 | ||
HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 5,623 | 307,746 | SH | SOLE | 307,746 | 0 | 0 | ||
ITT INC | COM | 45073V108 | 4,912 | 153,591 | SH | SOLE | 153,591 | 0 | 0 | ||
ALASKA AIR GROUP INC | COM | 011659109 | 8,677 | 148,855 | SH | SOLE | 148,855 | 0 | 0 | ||
COOPER TIRE & RUBR CO | COM | 216831107 | 8,461 | 283,742 | SH | SOLE | 283,742 | 0 | 0 | ||
TIFFANY & CO NEW | COM | 886547108 | 7,586 | 125,111 | SH | SOLE | 125,111 | 0 | 0 | ||
ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 6,443 | 122,164 | SH | SOLE | 122,164 | 0 | 0 | ||
VERIFONE SYS INC | COM | 92342Y109 | 6,118 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 3,879 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 2,960 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 2,808 | 56,880 | SH | SOLE | 56,880 | 0 | 0 |