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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
WEATHERFORD INTL PLC ORD SHS G48833118 4,810,375 59,023 SH SOLE 59,023 0 0
APTIV PLC COM SHS G3265R107 27,856,822 453,842 SH SOLE 453,842 0 0
OSHKOSH CORP COM 688239201 12,846,276 83,700 SH SOLE 83,700 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 14,604,803 1,333,772 SH SOLE 1,333,772 0 0
KIRBY CORP COM 497266106 25,385,599 186,700 SH SOLE 186,700 0 0
ABM INDS INC COM 000957100 13,638,617 308,287 SH SOLE 308,287 0 0
DAUCH CORP COM 024061103 7,611,956 1,404,420 SH SOLE 1,404,420 0 0
DENTSPLY SIRONA INC COM 24906P109 23,373,830 2,203,000 SH SOLE 2,203,000 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 4,190,200 140,000 SH SOLE 140,000 0 0
PVH CORPORATION COM 693656100 19,042,195 256,426 SH SOLE 256,426 0 0
ASHLAND INC COM 044186104 33,538,010 509,000 SH SOLE 509,000 0 0
VERSIGENT PLC ORDINARY SHARES G9600F104 5,068,759 120,656 SH SOLE 120,656 0 0