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 | 21,810 | 306,960 | SH | SOLE | 306,960 | 0 | 0 | ||
WESTROCK CO | COM | 96145D105 | 29,400 | 951,767 | SH | SOLE | 951,767 | 0 | 0 | ||
O-I GLASS INC | COM | 67098H104 | 8,482 | 655,000 | SH | SOLE | 655,000 | 0 | 0 | ||
UNIVAR SOLUTIONS INC | COM | 91336L107 | 30,099 | 1,323,597 | SH | SOLE | 1,323,597 | 0 | 0 | ||
AVNET INC | COM | 053807103 | 28,241 | 781,877 | SH | SOLE | 781,877 | 0 | 0 | ||
LEAR CORP | COM NEW | 521865204 | 17,740 | 148,215 | SH | SOLE | 148,215 | 0 | 0 | ||
HUNTSMAN CORP | COM | 447011107 | 10,355 | 421,969 | SH | SOLE | 421,969 | 0 | 0 | ||
TIMKEN CO | COM | 887389104 | 28,505 | 482,816 | SH | SOLE | 482,816 | 0 | 0 | ||
RALPH LAUREN CORP | CL A | 751212101 | 27,114 | 319,248 | SH | SOLE | 319,248 | 0 | 0 | ||
FLOWSERVE CORP | COM | 34354P105 | 19,619 | 807,361 | SH | SOLE | 807,361 | 0 | 0 |