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 |
| O-I GLASS INC | COM | 67098H104 | 94,268 | 7,901,765 | SH | SOLE | 7,901,765 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 54,974 | 1,462,476 | SH | SOLE | 1,462,476 | 0 | 0 | ||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 51,092 | 1,339,245 | SH | SOLE | 1,339,245 | 0 | 0 | ||
| WESTROCK CO | COM | 96145D105 | 36,481 | 850,184 | SH | SOLE | 850,184 | 0 | 0 | ||
| EASTMAN CHEMICAL CO | COM | 277432100 | 32,724 | 412,864 | SH | SOLE | 412,864 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 32,516 | 237,000 | SH | SOLE | 237,000 | 0 | 0 | ||
| TIMKEN CO | COM | 887389104 | 28,196 | 500,728 | SH | SOLE | 500,728 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 2,573 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| SMUCKER J M CO | COM NEW | 832696405 | 1,145 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 1,033 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 974 | 40,300 | SH | SOLE | 40,300 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 606 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| TECHNIPFMC PLC | COM | G87110105 | 600 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| COOPER TIRE & RUBR CO | COM | 216831107 | 588 | 20,462 | SH | SOLE | 20,462 | 0 | 0 | ||