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 |
ALASKA AIR GROUP INC | COM | 011659109 | 7,246 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
AMERICAN AXLE AND MANUFACTURING | COM | 024061103 | 7,095 | 403,600 | SH | SOLE | 403,600 | 0 | 0 | ||
ARRIS INTERNATIONAL INC | SHS | G0551A103 | 112,704 | 3,955,906 | SH | SOLE | 3,955,906 | 0 | 0 | ||
AVNET INC | COM | 053807103 | 7,388 | 188,000 | SH | SOLE | 188,000 | 0 | 0 | ||
BABCOCK AND WILCOX ENTERPRISES | COM | 05614L100 | 2,498 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
COMMSCOPE HOLDING | COM | 20337X109 | 122,227 | 3,680,441 | SH | SOLE | 3,680,441 | 0 | 0 | ||
DIEBOLD NIXDORF INC | COM | 253651103 | 148,110 | 6,481,819 | SH | SOLE | 6,481,819 | 0 | 0 | ||
EASTMAN CHEMICAL CO | COM | 277432100 | 110,202 | 1,217,837 | SH | SOLE | 1,217,837 | 0 | 0 | ||
HUNTSMAN CORP | COM | 447011107 | 95,473 | 3,481,857 | SH | SOLE | 3,481,857 | 0 | 0 | ||
INTERNATIONAL GAME TECHNOLOGY | SHS USD | G4863A108 | 7,120 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
KAPSTONE PAPER AND PACKAGING | COM | 48562P103 | 4,083 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
LSC COMMUNICATIONS INC | COM | 50218P107 | 7,183 | 435,061 | SH | SOLE | 435,061 | 0 | 0 | ||
OWENS ILLINOIS INC | COM NEW | 690768403 | 159,389 | 6,334,999 | SH | SOLE | 6,334,999 | 0 | 0 | ||
STEELCASE INC | CL A | 858155203 | 7,434 | 482,739 | SH | SOLE | 482,739 | 0 | 0 | ||
TRIUMPH GROUP INC NEW | COM | 896818101 | 5,355 | 180,000 | SH | SOLE | 180,000 | 0 | 0 |