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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

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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
BAKER HUGHES COMPANY CL A 05722G100   8,532,160 208,000 SH   SOLE   208,000 0 0
CENTURY ALUM CO COM 156431108   2,477,920 136,000 SH   SOLE   136,000 0 0
FLOWSERVE CORP COM 34354P105   7,362,560 128,000 SH   SOLE   128,000 0 0
HUBBELL INC COM 443510607   8,278,523 19,763 SH   SOLE   19,763 0 0
POWELL INDS INC COM 739128106   10,927,345 49,300 SH   SOLE   49,300 0 0