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    <nameOfIssuer>WESCO INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>TEREX CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>880779103</cusip>
    <value>7236950</value>
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    <nameOfIssuer>WEATHERFORD INTL PLC</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>G48833118</cusip>
    <value>32564355</value>
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    <nameOfIssuer>CHART INDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>16115Q308</cusip>
    <value>45229190</value>
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    <nameOfIssuer>APTIV PLC</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>G3265R107</cusip>
    <value>23943242</value>
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      <Sole>350971</Sole>
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      <None>0</None>
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    <nameOfIssuer>OSHKOSH CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>688239201</cusip>
    <value>23741214</value>
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      <sshPrnamt>209100</sshPrnamt>
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      <Sole>209100</Sole>
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    <nameOfIssuer>ASHLAND INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>044186104</cusip>
    <value>14898970</value>
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      <sshPrnamt>296320</sshPrnamt>
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      <Sole>296320</Sole>
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      <None>0</None>
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    <nameOfIssuer>EASTMAN CHEM CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>277432100</cusip>
    <value>10057449</value>
    <shrsOrPrnAmt>
      <sshPrnamt>134710</sshPrnamt>
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      <Sole>134710</Sole>
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    <nameOfIssuer>BUILDERS FIRSTSOURCE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12008R107</cusip>
    <value>13886110</value>
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      <sshPrnamt>119000</sshPrnamt>
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      <Sole>119000</Sole>
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      <None>0</None>
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    <nameOfIssuer>PVH CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>693656100</cusip>
    <value>8918000</value>
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      <sshPrnamt>130000</sshPrnamt>
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    <votingAuthority>
      <Sole>130000</Sole>
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      <None>0</None>
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    <nameOfIssuer>GOODYEAR TIRE &amp; RUBR CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>382550101</cusip>
    <value>9488550</value>
    <shrsOrPrnAmt>
      <sshPrnamt>915000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>915000</Sole>
      <Shared>0</Shared>
      <None>0</None>
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