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 | 177,416 | 9,442,027 | SH | SOLE | 9,442,027 | 0 | 0 | ||
HUNTSMAN CORP | COM | 447011107 | 76,399 | 2,805,697 | SH | SOLE | 2,805,697 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 76,286 | 2,480,040 | SH | SOLE | 2,480,040 | 0 | 0 | ||
AVNET INC | COM | 053807103 | 75,069 | 1,676,777 | SH | SOLE | 1,676,777 | 0 | 0 | ||
ARRIS INTL INC | SHS | G0551A103 | 69,594 | 2,677,704 | SH | SOLE | 2,677,704 | 0 | 0 | ||
EASTMAN CHEM CO | COM | 277432100 | 49,741 | 519,655 | SH | SOLE | 519,655 | 0 | 0 | ||
DIEBOLD NXDF INC | COM | 253651103 | 31,259 | 6,946,342 | SH | SOLE | 6,946,342 | 0 | 0 | ||
KENNAMETAL INC | COM | 489170100 | 4,356 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
TIMKEN CO | COM | 887389104 | 4,237 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
TRIUMPH GROUP INC NEW | COM | 896818101 | 4,194 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
ADT INC | COM | 00090Q103 | 4,044 | 430,657 | SH | SOLE | 430,657 | 0 | 0 | ||
TECH DATA CORP | COM | 878237106 | 4,008 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
OSHKOSH CORP | COM | 688239201 | 3,940 | 55,300 | SH | SOLE | 55,300 | 0 | 0 | ||
LEAR CORP | COM | 521865204 | 3,625 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
CROWN HOLDINGS INC | COM | 228368106 | 3,469 | 72,262 | SH | SOLE | 72,262 | 0 | 0 | ||
AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 2,699 | 154,738 | SH | SOLE | 154,738 | 0 | 0 | ||
NCR CORP NEW | COM | 62886E108 | 2,056 | 72,377 | SH | SOLE | 72,377 | 0 | 0 | ||
NAVISTAR INTL CORP NEW | COM | 63934E108 | 1,974 | 51,269 | SH | SOLE | 51,269 | 0 | 0 | ||
ADIENT PLC | ORD SHS | G0084W101 | 1,002 | 25,500 | SH | SOLE | 25,500 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 728 | 2,750 | SH | SOLE | 2,750 | 0 | 0 |