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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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLEGION PLC ORD SHS G0176J109 89,016,571 633,615 SH SOLE 633,615 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 85,735,839 760,474 SH SOLE 760,474 0 0
AMPHENOL CORP CL A 032095101 85,612,529 485,552 SH SOLE 485,552 0 0
ANALOG DEVICES INC COM 032654105 33,521,148 84,400 SH SOLE 84,400 0 0
AXALTA COATING SYS LTD COM G0750C108 119,596,847 3,494,940 SH SOLE 3,494,940 0 0
GENERAL MTRS CO COM 37045V100 27,956,916 362,700 SH SOLE 362,700 0 0
HARLEY DAVIDSON INC COM 412822108 106,942,765 4,372,149 SH SOLE 4,372,149 0 0
OTIS WORLDWIDE CORP COM 68902V107 70,253,204 981,190 SH SOLE 981,190 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 76,165,729 159,486 SH SOLE 159,486 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 117,255,570 581,596 SH SOLE 581,596 0 0
VISTEON CORP COM NEW 92839U206 40,819,260 411,443 SH SOLE 411,443 0 0