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 | 36,038,950 | 367,857 | SH | SOLE | 367,857 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 4,554,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TIMKEN CO | COM | 887389104 | 3,205,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| FLOWSERVE CORP | COM | 34354P105 | 12,981,324 | 269,882 | SH | SOLE | 269,882 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 26,552,100 | 167,500 | SH | SOLE | 167,500 | 0 | 0 | ||
| TEREX CORP NEW | COM | 880779103 | 29,094,704 | 530,538 | SH | SOLE | 530,538 | 0 | 0 | ||
| WEATHERFORD INTL PLC | ORD SHS | G48833118 | 29,767,717 | 243,101 | SH | SOLE | 243,101 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 15,322,500 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| ASHLAND INC | COM | 044186104 | 5,669,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| PATTERSON-UTI ENERGY INC | COM | 703481101 | 22,066,800 | 2,130,000 | SH | SOLE | 2,130,000 | 0 | 0 | ||
| CHART INDS INC | COM | 16115Q308 | 10,103,800 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 26,567,706 | 377,275 | SH | SOLE | 377,275 | 0 | 0 | ||