The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACUITY BRANDS INC COM 00508Y102 6,568 76,680 SH   SOLE   76,680 0 0
AGCO CORP COM 001084102 10,621 224,790 SH   SOLE   224,790 0 0
BRUNSWICK CORP COM 117043109 3,725 105,310 SH   SOLE   105,310 0 0
CARLISLE COS INC COM 142339100 21,060 168,102 SH   SOLE   168,102 0 0
CLEAN HARBORS INC COM 184496107 3,881 75,600 SH   SOLE   75,600 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 10,933 60,000 SH   SOLE   60,000 0 0
ITT INC COM 45073V108 4,536 100,000 SH   SOLE   100,000 0 0
KBR INC COM 48242W106 7,132 344,890 SH   SOLE   344,890 0 0
LENNAR CORP CL A 526057104 5,171 135,375 SH   SOLE   135,375 0 0
LKQ CORP COM 501889208 3,366 164,095 SH   SOLE   164,095 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 8,306 167,350 SH   SOLE   167,350 0 0
MANITOWOC CO INC COM NEW 563571405 2,774 326,340 SH   SOLE   326,340 0 0
MARTIN MARIETTA MATLS INC COM 573284106 8,938 47,233 SH   SOLE   47,233 0 0
MASTEC INC COM 576323109 6,255 191,095 SH   SOLE   191,095 0 0
NORFOLK SOUTHERN CORP COM 655844108 12,162 83,301 SH   SOLE   83,301 0 0
O-I GLASS INC COM 67098H104 3,088 434,350 SH   SOLE   434,350 0 0
OSHKOSH CORP COM 688239201 18,419 286,322 SH   SOLE   286,322 0 0
OWENS CORNING NEW COM 690742101 11,796 303,955 SH   SOLE   303,955 0 0
PENTAIR PLC SHS G7S00T104 2,083 70,000 SH   SOLE   70,000 0 0
REXNORD CORP COM 76169B102 12,601 555,825 SH   SOLE   555,825 0 0
SCHLUMBERGER LTD COM 806857108 2,685 199,065 SH   SOLE   199,065 0 0
SCHLUMBERGER LTD COM 806857108 4,009 297,200 SH Call SOLE   297,200 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 13,867 421,500 SH Call SOLE   421,500 0 0
SUMMIT MATLS INC CL A 86614U100 10,382 692,108 SH   SOLE   692,108 0 0
TEXTRON INC COM 883203101 4,246 159,200 SH   SOLE   159,200 0 0
TOPBUILD CORP COM 89055F103 4,298 60,000 SH   SOLE   60,000 0 0
UNITED RENTALS INC COM 911363109 18,098 175,880 SH   SOLE   175,880 0 0
VULCAN MATLS CO COM 929160109 6,632 61,368 SH   SOLE   61,368 0 0