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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| OWENS ILL INC | COM NEW | 690768403 | 199,724 | 9,800,000 | SH | SOLE | 9,800,000 | 0 | 0 | ||
| COMMSCOPE HOLDING CO INC | COM | 20337X109 | 157,403 | 3,773,756 | SH | SOLE | 3,773,756 | 0 | 0 | ||
| DIEBOLD NXDF INC | COM | 253651103 | 156,837 | 5,108,702 | SH | SOLE | 5,108,702 | 0 | 0 | ||
| EASTMAN CHEM CO | COM | 277432100 | 126,325 | 1,563,430 | SH | SOLE | 1,563,430 | 0 | 0 | ||
| HARMAN INTL INDS INC | COM | 413086109 | 114,894 | 1,030,435 | SH | SOLE | 1,030,435 | 0 | 0 | ||
| ARRIS INTL INC | SHS | G0551A103 | 72,403 | 2,737,358 | SH | SOLE | 2,737,358 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 44,264 | 1,718,983 | SH | SOLE | 1,718,983 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 13,893 | 321,902 | SH | SOLE | 321,902 | 0 | 0 | ||
| GOODYEAR TIRE AND RUBBER | COM | 382550101 | 11,880 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| BABCOCK & WILCOX ENTERPRISES | COM | 05614L100 | 9,714 | 1,040,000 | SH | SOLE | 1,040,000 | 0 | 0 | ||
| COMPUTER SCIENCES CORP | COM | 205363104 | 9,523 | 138,000 | SH | SOLE | 138,000 | 0 | 0 | ||
| STEELCASE INC | CL A | 858155203 | 8,578 | 512,148 | SH | SOLE | 512,148 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 7,322 | 89,709 | SH | SOLE | 89,709 | 0 | 0 | ||
| OFFICE DEPOT INC | COM | 676220106 | 5,756 | 1,233,821 | SH | SOLE | 1,233,821 | 0 | 0 | ||
| BELDEN INC | COM | 077454106 | 4,697 | 67,886 | SH | SOLE | 67,886 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 4,425 | 153,122 | SH | SOLE | 153,122 | 0 | 0 | ||
| LSC COMMUNICATIONS INC | COM | 50218P107 | 3,751 | 149,087 | SH | SOLE | 149,087 | 0 | 0 | ||
| NOMAD HLDGS LTD | USD ORD SHS | G6564A105 | 2,837 | 247,768 | SH | SOLE | 247,768 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOGY | SHS USD | G4863A108 | 2,725 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADR | 98980A105 | 656 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||