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 |
| ALAMO GROUP INC | COM | 011311107 | 182,540 | 1,700,100 | SH | SOLE | 1,700,100 | 0 | 0 | ||
| ALLISON TRANSMISSION HLDGS INC | COM | 01973R101 | 347,801 | 9,267,269 | SH | SOLE | 9,267,269 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 6,851,593 | 33,328,111 | SH | SOLE | 33,328,111 | 0 | 0 | ||
| UNIVAR INC | COM | 91336L107 | 189,891 | 6,563,812 | SH | SOLE | 6,563,812 | 0 | 0 | ||