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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 35,178 313,917 SH   SOLE   313,917 0 0
WESTROCK CO COM 96145D105 45,046 957,808 SH   SOLE   957,808 0 0
O-I GLASS INC COM 67098H104 8,633 655,000 SH   SOLE   655,000 0 0
UNIVAR SOLUTIONS INC COM 91336L107 34,591 1,076,245 SH   SOLE   1,076,245 0 0
AVNET INC COM 053807103 30,788 758,523 SH   SOLE   758,523 0 0
LEAR CORP COM 521865204 25,918 181,766 SH   SOLE   181,766 0 0
HUNTSMAN CORP COM 447011107 41,697 1,111,621 SH   SOLE   1,111,621 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 4,064 180,000 SH   SOLE   180,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 27,114 1,897,391 SH   SOLE   1,897,391 0 0
TIMKEN CO COM 887389104 31,152 513,218 SH   SOLE   513,218 0 0
RALPH LAUREN CORP COM 751212101 25,493 224,731 SH   SOLE   224,731 0 0