The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| EASTMAN CHEM CO | COM | 277432100 | 32,807,384 | 365,257 | SH | SOLE | 365,257 | 0 | 0 | |||
| HUNTSMAN CORP | COM | 447011107 | 5,026,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| TIMKEN CO | COM | 887389104 | 29,939,952 | 373,549 | SH | SOLE | 373,549 | 0 | 0 | |||
| FLOWSERVE CORP | COM | 34354P105 | 24,850,796 | 602,882 | SH | SOLE | 602,882 | 0 | 0 | |||
| WESCO INTL INC | COM | 95082P105 | 31,854,816 | 183,200 | SH | SOLE | 183,200 | 0 | 0 | |||
| TEREX CORP NEW | COM | 880779103 | 26,996,891 | 469,838 | SH | SOLE | 469,838 | 0 | 0 | |||
| WEATHERFORD INTL PLC | ORD SHS | G48833118 | 29,026,259 | 296,701 | SH | SOLE | 296,701 | 0 | 0 | |||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 15,408,320 | 1,076,000 | SH | SOLE | 1,076,000 | 0 | 0 | |||
| ASHLAND INC | COM | 044186104 | 14,611,935 | 173,312 | SH | SOLE | 173,312 | 0 | 0 | |||
| PATTERSON-UTI ENERGY INC | COM | 703481101 | 8,478,000 | 785,000 | SH | SOLE | 785,000 | 0 | 0 | |||