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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106   3,825,486 135,800 SH   SOLE   135,800 0 0
EURONAV NV ANTWERPEN SHS B38564108   111,541 13,686 SH   SOLE   13,686 0 0
TEXTRON INC COM 883203101   1,618,676 31,977 SH   SOLE   31,977 0 0
TRANSCANADA CORP COM 89353D107   1,461,846 32,700 SH   SOLE   32,700 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   181,726 13,809 SH   SOLE   13,809 0 0