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
SCHLUMBERGER LTD COM 806857108 3,937 214,065 SH   SOLE   214,065 0 0
MASTEC INC COM 576323109 5,629 125,445 SH   SOLE   125,445 0 0
O-I GLASS INC COM 67098H104 3,451 384,350 SH   SOLE   384,350 0 0
TEXTRON INC COM 883203101 3,298 100,200 SH   SOLE   100,200 0 0
MARTIN MARIETTA MATLS INC COM 573284106 10,234 49,543 SH   SOLE   49,543 0 0
OWENS CORNING NEW COM 690742101 11,184 200,565 SH   SOLE   200,565 0 0
KBR INC COM 48242W106 11,483 509,240 SH   SOLE   509,240 0 0
MANITOWOC CO INC COM NEW 563571405 3,768 346,340 SH   SOLE   346,340 0 0
OSHKOSH CORP COM 688239201 15,095 210,762 SH   SOLE   210,762 0 0
NVR INC COM 62944T105 4,888 1,500 SH   SOLE   1,500 0 0
REXNORD CORP COM 76169B102 20,958 718,965 SH   SOLE   718,965 0 0
SUMMIT MATLS INC CL A 86614U100 12,529 779,158 SH   SOLE   779,158 0 0
ATHENE HLDG LTD CL A G0684D107 7,486 240,000 SH   SOLE   240,000 0 0
VULCAN MATLS CO COM 929160109 8,326 71,868 SH   SOLE   71,868 0 0
CLEAN HARBORS INC COM 184496107 10,835 180,640 SH   SOLE   180,640 0 0
AGCO CORP COM 001084102 18,236 328,810 SH   SOLE   328,810 0 0
CARLISLE COS INC COM 142339100 30,030 250,942 SH   SOLE   250,942 0 0
LENNAR CORP CL A 526057104 10,190 165,375 SH   SOLE   165,375 0 0
SPDR SER TR S&P METALS MNG 78464A755 25,428 1,200,000 SH Call SOLE   1,200,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 25,168 143,351 SH   SOLE   143,351 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 24,760 100,000 SH Put SOLE   100,000 0 0
ACUITY BRANDS INC COM 00508Y102 9,786 102,210 SH   SOLE   102,210 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 8,979 136,630 SH   SOLE   136,630 0 0
LKQ CORP COM 501889208 11,897 454,095 SH   SOLE   454,095 0 0
UNITED RENTALS INC COM 911363109 13,548 90,900 SH   SOLE   90,900 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 10,094 57,850 SH   SOLE   57,850 0 0