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 |
EASTMAN CHEM CO | COM | 277432100 | 35,178 | 313,917 | SH | SOLE | 313,917 | 0 | 0 | ||
WESTROCK CO | COM | 96145D105 | 45,046 | 957,808 | SH | SOLE | 957,808 | 0 | 0 | ||
O-I GLASS INC | COM | 67098H104 | 8,633 | 655,000 | SH | SOLE | 655,000 | 0 | 0 | ||
UNIVAR SOLUTIONS INC | COM | 91336L107 | 34,591 | 1,076,245 | SH | SOLE | 1,076,245 | 0 | 0 | ||
AVNET INC | COM | 053807103 | 30,788 | 758,523 | SH | SOLE | 758,523 | 0 | 0 | ||
LEAR CORP | COM | 521865204 | 25,918 | 181,766 | SH | SOLE | 181,766 | 0 | 0 | ||
HUNTSMAN CORP | COM | 447011107 | 41,697 | 1,111,621 | SH | SOLE | 1,111,621 | 0 | 0 | ||
NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 4,064 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
GOODYEAR TIRE & RUBR CO | COM | 382550101 | 27,114 | 1,897,391 | SH | SOLE | 1,897,391 | 0 | 0 | ||
TIMKEN CO | COM | 887389104 | 31,152 | 513,218 | SH | SOLE | 513,218 | 0 | 0 | ||
RALPH LAUREN CORP | COM | 751212101 | 25,493 | 224,731 | SH | SOLE | 224,731 | 0 | 0 |