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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
EASTMAN CHEM CO COM 277432100 50,465 417,378 SH   SOLE   417,378 0 0
WESTROCK CO COM 96145D105 48,400 1,091,072 SH   SOLE   1,091,072 0 0
O-I GLASS INC COM 67098H104 7,880 655,000 SH   SOLE   655,000 0 0
UNIVAR SOLUTIONS INC COM 91336L107 52,820 1,863,151 SH   SOLE   1,863,151 0 0
AVNET INC COM 053807103 37,517 909,935 SH   SOLE   909,935 0 0
LEAR CORP COM NEW 521865204 31,723 173,397 SH   SOLE   173,397 0 0
HUNTSMAN CORP COM 447011107 60,279 1,728,173 SH   SOLE   1,728,173 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 6,144 242,000 SH   SOLE   242,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 35,883 1,683,045 SH   SOLE   1,683,045 0 0
TIMKEN CO COM 887389104 26,919 388,499 SH   SOLE   388,499 0 0