The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 | (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 |