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 | 160,233 | 9,532,000 | SH | SOLE | 9,532,000 | 0 | 0 | ||
ARRIS INTL INC | SHS | G0551A103 | 96,844 | 3,961,700 | SH | SOLE | 3,961,700 | 0 | 0 | ||
HUNTSMAN CORP | COM | 447011107 | 91,754 | 3,142,275 | SH | SOLE | 3,142,275 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 88,164 | 3,018,810 | SH | SOLE | 3,018,810 | 0 | 0 | ||
DIEBOLD NXDF INC | COM | 253651103 | 82,487 | 6,902,696 | SH | SOLE | 6,902,696 | 0 | 0 | ||
EASTMAN CHEM CO | COM | 277432100 | 52,851 | 528,721 | SH | SOLE | 528,721 | 0 | 0 | ||
AVNET INC | COM | 053807103 | 37,363 | 871,133 | SH | SOLE | 871,133 | 0 | 0 | ||
CROWN HOLDINGS INC | COM | 228368106 | 5,741 | 128,262 | SH | SOLE | 128,262 | 0 | 0 | ||
ADT INC | COM | 00090Q103 | 4,749 | 549,063 | SH | SOLE | 549,063 | 0 | 0 | ||
BELDEN INC | COM | 077454106 | 4,544 | 74,339 | SH | SOLE | 74,339 | 0 | 0 | ||
OSHKOSH CORP | COM | 688239201 | 4,367 | 62,100 | SH | SOLE | 62,100 | 0 | 0 | ||
AMERICAN AXLE & MFG HLDGS INC | COM | 024061103 | 4,275 | 274,738 | SH | SOLE | 274,738 | 0 | 0 | ||
TRIUMPH GROUP INC NEW | COM | 896818101 | 3,528 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
NAVISTAR INTL CORP NEW | COM | 63934E108 | 3,292 | 80,840 | SH | SOLE | 80,840 | 0 | 0 | ||
NCR CORP NEW | COM | 62886E108 | 3,106 | 103,587 | SH | SOLE | 103,587 | 0 | 0 | ||
WESTROCK CO | COM | 96145D105 | 1,882 | 33,000 | SH | SOLE | 33,000 | 0 | 0 |