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 | 46,159 | 6,492,121 | SH | SOLE | 6,492,121 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 34,197 | 2,620,493 | SH | SOLE | 2,620,493 | 0 | 0 | ||
OSHKOSH CORP | COM | 688239201 | 23,299 | 362,185 | SH | SOLE | 362,185 | 0 | 0 | ||
LEAR CORP | COM NEW | 521865204 | 21,046 | 259,030 | SH | SOLE | 259,030 | 0 | 0 | ||
WESTROCK CO | COM | 96145D105 | 19,935 | 705,399 | SH | SOLE | 705,399 | 0 | 0 | ||
TECHNIPFMC PLC | COM | G87110105 | 11,849 | 1,758,032 | SH | SOLE | 1,758,032 | 0 | 0 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 9,242 | 535,161 | SH | SOLE | 535,161 | 0 | 0 | ||
EASTMAN CHEM CO | COM | 277432100 | 4,658 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
NOMAD FOODS LTD | US ORD SHS | G6564A105 | 1,875 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
ACUITY BRANDS INC | COM | 00508Y102 | 771 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
DANA INCORPORATED | COM | 235825205 | 625 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 610 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
NAVISTAR INTL CORP NEW | COM | 63934E108 | 577 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 570 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 492 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
TIMKEN CO | COM | 887389104 | 485 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
MASCO CORP | COM | 574599106 | 449 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
HUNTSMAN CORP | COM | 447011107 | 361 | 25,000 | SH | SOLE | 25,000 | 0 | 0 |