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 |
|
||||||||||||||||
| 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 |
| OWENS ILL INC | COM NEW | 690768403 | 273,139 | 8,073,856 | SH | SOLE | 8,073,856 | 0 | 0 | ||
| BAKER HUGHES INC | COM | 057224107 | 293,578 | 4,515,195 | SH | SOLE | 4,515,195 | 0 | 0 | ||
| CAMERON INTERNATIONAL CORP | COM | 13342B105 | 172,566 | 2,793,683 | SH | SOLE | 2,793,683 | 0 | 0 | ||
| HARMAN INTL INDS INC | COM | 413086109 | 276,393 | 2,597,675 | SH | SOLE | 2,597,675 | 0 | 0 | ||
| OIL STS INTL INC | COM | 678026105 | 243,995 | 2,474,596 | SH | SOLE | 2,474,596 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 140,784 | 2,180,000 | SH | SOLE | 2,180,000 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 20,835 | 797,363 | SH | SOLE | 797,363 | 0 | 0 | ||
| HARSCO CORP | COM | 415864107 | 14,450 | 616,742 | SH | SOLE | 616,742 | 0 | 0 | ||
| TAMINCO CORP | COM | 87509U106 | 12,339 | 587,283 | SH | SOLE | 587,283 | 0 | 0 | ||
| AMERICAN AXLE AND MFG HLDGS IN | COM | 024061103 | 10,464 | 565,000 | SH | SOLE | 565,000 | 0 | 0 | ||
| GENERAL CABLE CORP DEL NEW | COM | 369300108 | 14,323 | 559,257 | SH | SOLE | 559,257 | 0 | 0 | ||
| CYTEC INDS INC | COM | 232820100 | 18,045 | 184,867 | SH | SOLE | 184,867 | 0 | 0 | ||