The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
OWENS ILL INC COM NEW 690768403 238,934 6,677,860 SH   SOLE   6,677,860 0 0
BAKER HUGHES INC COM 057224107 263,314 4,765,000 SH   SOLE   4,765,000 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 158,171 2,657,000 SH   SOLE   2,657,000 0 0
HARMAN INTL INDS INC COM 413086109 208,757 2,550,485 SH   SOLE   2,550,485 0 0
OIL STS INTL INC COM 678026105 195,201 1,919,004 SH   SOLE   1,919,004 0 0
COOPER TIRE & RUBR CO COM 216831107 24,146 1,004,409 SH   SOLE   1,004,409 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 21,922 919,169 SH   SOLE   919,169 0 0
ASHLAND INC NEW COM 044209104 73,983 762,401 SH   SOLE   762,401 0 0
NEWS CORP NEW CL A 65249B109 10,974 608,986 SH   SOLE   608,986 0 0
TAMINCO CORP COM 87509U106 11,116 550,000 SH   SOLE   550,000 0 0
NCR CORP NEW COM 62886E108 13,058 383,375 SH   SOLE   383,375 0 0
AGCO CORP COM 001084102 17,757 300,000 SH   SOLE   300,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 15,576 204,760 SH   SOLE   204,760 0 0
AXIALL CORP COM 05463D100 9,690 204,259 SH   SOLE   204,259 0 0
CURTISS WRIGHT CORP COM 231561101 9,699 155,865 SH   SOLE   155,865 0 0
CYTEC INDS INC COM 232820100 12,111 130,000 SH   SOLE   130,000 0 0