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 |
OWENS ILL INC | COM NEW | 690768403 | 325,616 | 9,400,000 | SH | SOLE | 9,400,000 | 0 | 0 | ||
TRIUMPH GROUP INC NEW | COM | 896818101 | 244,370 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
HARMAN INTL INDS INC | COM | 413086109 | 243,347 | 2,265,167 | SH | SOLE | 2,265,167 | 0 | 0 | ||
BAKER HUGHES INC | COM | 057224107 | 204,738 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
CAMERON INTERNATIONAL CORP | COM | 13342B105 | 192,974 | 2,850,000 | SH | SOLE | 2,850,000 | 0 | 0 | ||
OIL STS INTL INC | COM | 678026105 | 136,512 | 2,130,000 | SH | SOLE | 2,130,000 | 0 | 0 | ||
GOODYEAR TIRE & RUBR CO | COM | 382550101 | 28,133 | 1,012,706 | SH | SOLE | 1,012,706 | 0 | 0 | ||
GENERAL CABLE CORP DEL NEW | COM | 369300108 | 24,286 | 946,418 | SH | SOLE | 946,418 | 0 | 0 | ||
AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 21,807 | 1,154,418 | SH | SOLE | 1,154,418 | 0 | 0 | ||
CYTEC INDS INC | COM | 232820100 | 19,891 | 188,682 | SH | SOLE | 188,682 | 0 | 0 | ||
HARSCO CORP | COM | 415864107 | 19,175 | 720,045 | SH | SOLE | 720,045 | 0 | 0 | ||
EXELIS INC | COM | 30162A108 | 18,310 | 1,078,328 | SH | SOLE | 1,078,328 | 0 | 0 | ||
TAMINCO CORP | COM | 87509U106 | 16,795 | 722,069 | SH | SOLE | 722,069 | 0 | 0 | ||
TEREX CORP NEW | COM | 880779103 | 14,591 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
BABCOCK & WILCOX CO NEW | COM | 05615F102 | 12,974 | 399,700 | SH | SOLE | 399,700 | 0 | 0 | ||
DONNELLEY R R & SONS CO | COM | 257867101 | 11,872 | 700,000 | SH | SOLE | 700,000 | 0 | 0 |