UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
SCHEDULE 13G*
(Rule 13d-102)
 
INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT
TO § 240.13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED
PURSUANT TO § 240.13d-2
(Amendment No. )*
 
TIMKENSTEEL CORPORATION	
(Name of Issuer)	
 	
Common Stock	
(Title of Class of Securities)	
 	
887399103	
(CUSIP Number)	
 	
December 31, 2018	
(Date of Event Which Requires Filing of the Statement)	
 
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
 
¨	Rule 13d-1(b)	
x	Rule 13d-1(c)	
¨	Rule 13d-1(d)	
 
*The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.
 
The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). 

 

 

 
1.	 
NAME OF REPORTING PERSONS
 
Luminus Management, LLC	
 
2.	 
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(see instructions)
(a)      ¨
(b)      ¨

3.	 
SEC USE ONLY

4.	 
CITIZENSHIP OR PLACE OF ORGANIZATION
 
Delaware	
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH	 
5.	 
SOLE VOTING POWER
 
0 Shares	
	 
6.	 
SHARED VOTING POWER
 
3,562,927 Shares
 
Refer to Item 4 below	
	 
7.	 
SOLE DISPOSITIVE POWER
 
0 Shares	
	 
8.	 
SHARED DISPOSITIVE POWER
 
3,562,927 Shares
 
Refer to Item 4 below	
 
9.	 
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
3,562,927 Shares
 
Refer to Item 4 below	
 
10.	 
CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
(SEE INSTRUCTIONS)
¨

11.	 
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
 
7.99 %
 
Refer to Item 4 below

12.	 
TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
 
IA	

 		 	

 
1.	 
NAME OF REPORTING PERSONS
 
Luminus Energy Partners Master Fund, Ltd.	
 
2.	 
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(see instructions)
(a)      ¨
(b)      ¨

3.	 
SEC USE ONLY

4.	 
CITIZENSHIP OR PLACE OF ORGANIZATION
 
Bermuda	
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH	 
5.	 
SOLE VOTING POWER
 
0 Shares	
	 
6.	 
SHARED VOTING POWER
 
3,562,927 Shares
 
Refer to Item 4 below	
	 
7.	 
SOLE DISPOSITIVE POWER
 
0 Shares	
	 
8.	 
SHARED DISPOSITIVE POWER
 
3,562,927 Shares
 
Refer to Item 4 below	
 
9.	 
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
2,485,771 Shares
 
Refer to Item 4 below	
 
10.	 
CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
(SEE INSTRUCTIONS)
¨

11.	 
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
 
7.99 %
 
Refer to Item 4 below

12.	 
TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
 
OO	

 		 	

 
1.	 
NAME OF REPORTING PERSONS
 
Jonathan Barrett	
 
2.	 
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(see instructions)
(a)      ¨
(b)      ¨

3.	 
SEC USE ONLY

4.	 
CITIZENSHIP OR PLACE OF ORGANIZATION
 
United States	
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH	 
5.	 
SOLE VOTING POWER
 
0 Shares	
	 
6.	 
SHARED VOTING POWER
 
3,562,927 Shares
 
Refer to Item 4 below	
	 
7.	 
SOLE DISPOSITIVE POWER
 
0 Shares	
	 
8.	 
SHARED DISPOSITIVE POWER
 
3,562,927 Shares
 
Refer to Item 4 below	
 
9.	 
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
2,485,771 Shares
 
Refer to Item 4 below	
 
10.	 
CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
(SEE INSTRUCTIONS)
¨

11.	 
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
 
7.99 %
 
Refer to Item 4 below

12.	 
TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
 
IN	

 		 	

Item 1(a).	Name of Issuer:	
 	 	
 	Timkensteel Corporation	
 	 	
Item 1(b).	Address of Issuer’s Principal Executive Offices:
 	
 	TimkenSteel Corp
1835 Dueber Ave SW
CANTON OH 44706-2728	
 	 	
Item 2(a).	Name of Person Filing:	
 	 	
 	Luminus Management, LLC
 
Luminus Energy Partners Master Fund, Ltd.
 
Jonathan Barrett	
 	 	
Item 2(b).	Address of Principal Business Office or, if none, Residence:	
 	1700 Broadway, 26 th Floor
 
New York, NY 10019	
 	 	
Item 2(c).	Citizenship:	
 	 	
 	Luminus Management, LLC – Delaware
 
Luminus Energy Partners Master Fund, Ltd. – Bermuda
 
Jonathan Barrett – United States
 	
Item 2(d).	Title of Class of Securities:	
 	 	
 	Common Stock	
 	 	
Item 2(e).	CUSIP Number: 887399103	
 	 	
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b), or 240.13d-2(b) or (c), check whether the person filing is a:	
 	 	
 	(a)	¨	Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o);	
 	(b)	¨	Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c);	
 	(c)	¨	Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c);	
 	(d)	¨	Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);	
 	(e)	x	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);	
 	(f)	¨	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);	
 	(g)	¨	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);	
 	(h)	¨	A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);	
 	(i)	¨	A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act (15 U.S.C. 80a-3);	
 	(j)	¨	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J);	
 	(k)	¨	Group, in accordance with § 240.13d-1(b)(1)(ii)(K).	
 
If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution: ____________.

 		 	

Item 4.	Ownership:	
 	 	
 	Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.
 
The above figures reflect the most recent beneficial ownership for each of the Reporting Persons above as of December 31, 2018.
 
As of December 31, 2018, Luminus Energy Partners Master Fund, Ltd. owned 2,485,771 shares of Common Stock, which is 7.99 % of the Issuer’s outstanding Common Stock.	

 		 	

 	(a)	Amount beneficially owned*:
 
Luminus Management, LLC – 3,562,927 Shares
 
Luminus Energy Partners Master Fund, Ltd. – 3,562,927 Shares
 
Jonathan Barrett – 3,562,927Shares
 	
 	(b)	Percent of class:
 
Luminus Management, LLC – 7.99 %
 
Luminus Energy Partners Master Fund, Ltd. – 7.99 %
 
Jonathan Barrett – 7.99 %
 	
 	(c)	Number of shares as to which the person has:	
 
 	 	(i)	Sole power to vote or to direct the vote:
 
Luminus Management, LLC – 0 Shares
 
Luminus Energy Partners Master Fund, Ltd. – 0 Shares
 
Jonathan Barrett – 0 Shares
 	
 	 	(ii)	Shared power to vote or to direct the vote:
 
Luminus Management, LLC – 3,562,927 Shares
 
Luminus Energy Partners Master Fund, Ltd. – 3,562,927 Shares
 
Jonathan Barrett – 3,562,927 Shares
 	
 	 	(iii)	Sole power to dispose or to direct the disposition of:
 
Luminus Management, LLC – 0 Shares
 
Luminus Energy Partners Master Fund, Ltd. – 0 Shares
 
Jonathan Barrett – 0 Shares

 
 	 	(iv)	Shared power to dispose or to direct the disposition of:
 
Luminus Management, LLC – 3,562,927 Shares
 
Luminus Energy Partners Master Fund, Ltd. – 3,562,927 Shares
 
Jonathan Barrett – 3,562,927 Shares
 
*           Shares reported herein are held by Luminus Energy Partners Master Fund, Ltd. for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

 		 	

 
Item 5.	Ownership of Five Percent or Less of a Class:	
 	 	
 	If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than 5 percent of the class of securities, check the following. ¨	
 	 	
Item 6.	Ownership of More Than Five Percent on Behalf of Another Person:	
 	 
Not Applicable.	
 	 	
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company:	
 	 	
 	Not Applicable.	
 	 	
Item 8.	Identification and Classification of Members of the Group:	
 	 	
 	Not Applicable.	
 	 	
Item 9.	Notice of Dissolution of Group:	
 	 	
 	Not Applicable.	
 	 	
Item 10.	Certifications:	
 	 	
 	By signing below, I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.	

 		 	

SIGNATURE
 
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
 
February 14, 2019	 	
 	 	
LUMINUS MANAGEMENT, LLC	 	
 	 	 	
By:	/s/ Jonathan Barrett	 	
Name:  Jonathan Barrett	 	
Title: President	 	
 	 	 	
LUMINUS ENERGY PARTNERS MASTER FUND, LTD.	 	
 	 	 	
By:	/s/ Jonathan Barrett	 	
Name:  Jonathan Barrett	 	
Title: Director	 	
 	 	 	
JONATHAN BARRETT	 	
 	 	 	
By:	/s/ Jonathan Barrett	 	
Name:  Jonathan Barrett	 	

 		 	

Exhibit 1
 
JOINT FILING AGREEMENT
 
This Joint Filing Agreement, dated as of February 14, 2019, is by and among Luminus Management, LLC, Luminus Energy Partners Master Fund, Ltd. and Jonathan Barrett (collectively, the “Filers”).
 
Each of the Filers may be required to file with the United States Securities and Exchange Commission a statement on Schedule 13D and/or 13G with respect to shares of Common Stock of Celadon Group, Inc. beneficially owned by them from time to time.
 
Pursuant to and in accordance with Rule 13(d)(1)(k) promulgated under the Securities Exchange Act of 1934, as amended, the Filers hereby agree to file a single statement on Schedule 13D and/or 13G (and any amendments thereto) on behalf of each of the Filers, and hereby further agree to file this Joint Filing Agreement as an exhibit to such statement, as required by such rule.
 
This Joint Filing Agreement may be terminated by any of the Filers upon written notice or such lesser period of notice as the Filers may mutually agree.
 
Executed and delivered as of the date first above written.
 
LUMINUS MANAGEMENT, LLC	 	
 	 	 	
By:	/s/ Jonathan Barrett	 	
Name: 	Jonathan Barrett	 	
Title:  	President	 	
 	 	 	
LUMINUS ENERGY PARTNERS MASTER FUND, LTD.	 	
 	 	 	
By:	/s/ Jonathan Barrett	 	
Name:	Jonathan Barrett	 	
Title:  	Director	 	
 	 	 	
JONATHAN BARRETT	 	
 	 	 	
By:	/s/ Jonathan Barrett	 	
Name:	Jonathan Barrett