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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| EASTMAN CHEM CO | COM | 277432100 | 25,951,426 | 318,657 | SH | SOLE | 318,657 | 0 | 0 | |||
| WESTROCK CO | COM | 96145D105 | 23,607,584 | 671,433 | SH | SOLE | 671,433 | 0 | 0 | |||
| O-I GLASS INC | COM | 67098H104 | 10,853,350 | 655,000 | SH | SOLE | 655,000 | 0 | 0 | |||
| UNIVAR SOLUTIONS INC | COM | 91336L107 | 21,051,218 | 661,988 | SH | SOLE | 661,988 | 0 | 0 | |||
| AVNET INC | COM | 053807103 | 20,611,497 | 495,707 | SH | SOLE | 495,707 | 0 | 0 | |||
| HUNTSMAN CORP | COM | 447011107 | 8,244,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| TIMKEN CO | COM | 887389104 | 21,578,519 | 305,342 | SH | SOLE | 305,342 | 0 | 0 | |||
| RALPH LAUREN CORP | CL A | 751212101 | 26,309,928 | 248,982 | SH | SOLE | 248,982 | 0 | 0 | |||
| FLOWSERVE CORP | COM | 34354P105 | 26,557,191 | 865,619 | SH | SOLE | 865,619 | 0 | 0 | |||