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 | 30,603,359 | 362,857 | SH | SOLE | 362,857 | 0 | 0 | |||
| HUNTSMAN CORP | COM | 447011107 | 24,842,880 | 908,000 | SH | SOLE | 908,000 | 0 | 0 | |||
| TIMKEN CO | COM | 887389104 | 24,766,799 | 303,069 | SH | SOLE | 303,069 | 0 | 0 | |||
| RALPH LAUREN CORP | CL A | 751212101 | 21,920,193 | 187,882 | SH | SOLE | 187,882 | 0 | 0 | |||
| FLOWSERVE CORP | COM | 34354P105 | 26,549,988 | 780,882 | SH | SOLE | 780,882 | 0 | 0 | |||
| WESCO INTL INC | COM | 95082P105 | 16,999,400 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| HALLIBURTON CO | COM | 406216101 | 21,040,600 | 665,000 | SH | SOLE | 665,000 | 0 | 0 | |||
| HILLENBRAND INC | COM | 431571108 | 16,490,486 | 346,949 | SH | SOLE | 346,949 | 0 | 0 | |||
| CNH INDL N V | SHS | N20944109 | 2,137,800 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||