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 | 74,406 | 7,245,010 | SH | SOLE | 7,245,010 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 48,142 | 1,631,927 | SH | SOLE | 1,631,927 | 0 | 0 | ||
TIMKEN CO | COM | 887389104 | 38,138 | 876,540 | SH | SOLE | 876,540 | 0 | 0 | ||
EASTMAN CHEMICAL CO | COM | 277432100 | 37,114 | 502,694 | SH | SOLE | 502,694 | 0 | 0 | ||
OSHKOSH CORP | COM | 688239201 | 32,351 | 426,788 | SH | SOLE | 426,788 | 0 | 0 | ||
CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 32,147 | 969,461 | SH | SOLE | 969,461 | 0 | 0 | ||
HUNTSMAN CORP | COM | 447011107 | 14,340 | 616,488 | SH | SOLE | 616,488 | 0 | 0 | ||
VISTEON CORP | COM NEW | 92839U206 | 1,318 | 15,969 | SH | SOLE | 15,969 | 0 | 0 | ||
RALPH LAUREN CORP | CL A | 751212101 | 1,241 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 1,202 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 1,121 | 9,033 | SH | SOLE | 9,033 | 0 | 0 | ||
COOPER TIRE & RUBR CO | COM | 216831107 | 914 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
WESTROCK CO | COM | 96145D105 | 841 | 23,084 | SH | SOLE | 23,084 | 0 | 0 | ||
LEAR CORP | COM NEW | 521865204 | 825 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
DANA INCORPORATED | COM | 235825205 | 809 | 56,000 | SH | SOLE | 56,000 | 0 | 0 |