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 |
| AGCO CORP | COM | 001084102 | 17,008 | 338,867 | SH | SOLE | 338,867 | 0 | 0 | ||
| ASHLAND INC NEW | COM | 044209104 | 133,600 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| BAKER HUGHES INC | COM | 057224107 | 198,359 | 4,300,000 | SH | SOLE | 4,300,000 | 0 | 0 | ||
| CARDINAL HEALTH INC | COM | 14149Y108 | 10,993 | 232,896 | SH | SOLE | 232,896 | 0 | 0 | ||
| CROWN HOLDINGS INC | COM | 228368106 | 11,921 | 289,830 | SH | SOLE | 289,830 | 0 | 0 | ||
| CURTISS WRIGHT CORP | COM | 231561101 | 16,175 | 436,462 | SH | SOLE | 436,462 | 0 | 0 | ||
| DANA HLDG CORP | COM | 235825205 | 7,704 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| DRESSER-RAND GROUP INC | COM | 261608103 | 15,446 | 257,516 | SH | SOLE | 257,516 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 15,576 | 1,018,083 | SH | SOLE | 1,018,083 | 0 | 0 | ||
| HARMAN INTL INDS INC | COM | 413086109 | 116,530 | 2,150,000 | SH | SOLE | 2,150,000 | 0 | 0 | ||
| OIL STS INTL INC | COM | 678026105 | 148,224 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| OWENS ILL INC | COM NEW | 690768403 | 225,823 | 8,126,050 | SH | SOLE | 8,126,050 | 0 | 0 | ||
| ROCKWOOD HLDGS INC | COM | 774415103 | 140,866 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| TEREX CORP NEW | COM | 880779103 | 15,254 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||