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
ALLEGION ORD ORD SHS G0176J109 11,941 140,000 SH   SOLE   140,000 0 0
AMERICAN AXLE AND MANUFACTURING ORD COM 024061103 4,257 279,700 SH   SOLE   279,700 0 0
APPLIED INDUSTRIAL TECHNOLOGIES ORD COM 03820C105 1,239 17,000 SH   SOLE   17,000 0 0
CARLISLE COMPANIES ORD COM 142339100 2,819 27,000 SH   SOLE   27,000 0 0
CATERPILLAR ORD COM 149123101 29,476 200,000 SH   SOLE   200,000 0 0
DANA INCORPORATED ORD COM 235825205 18,032 700,000 SH   SOLE   700,000 0 0
DEERE ORD COM 244199105 6,989 45,000 SH   SOLE   45,000 0 0
FORTIVE ORD COM 34959J108 2,171 28,000 SH   SOLE   28,000 0 0
LANDSTAR SYSTEM ORD COM 515098101 18,092 165,000 SH   SOLE   165,000 0 0
LEAR ORD COM NEW 521865204 16,748 90,000 SH   SOLE   90,000 0 0
LENNOX INTERNATIONAL ORD COM 526107107 8,175 40,000 SH   SOLE   40,000 0 0
LINCOLN ELECTRIC HOLDINGS ORD COM 533900106 7,646 85,000 SH   SOLE   85,000 0 0
NORDSON ORD COM 655663102 5,454 40,000 SH   SOLE   40,000 0 0
OLD DOMINION FREIGHT LINE ORD COM 679580100 5,100 34,700 SH   SOLE   34,700 0 0
OSHKOSH ORD COM 688239201 1,932 25,000 SH   SOLE   25,000 0 0
TELEDYNE TECH ORD COM 879360105 4,679 25,000 SH   SOLE   25,000 0 0
UNION PACIFIC ORD COM 907818108 20,165 150,000 SH   SOLE   150,000 0 0
UNITED PARCEL SERVICE CL B ORD CL B 911312106 4,950 47,300 SH   SOLE   47,300 0 0
UNITED RENTAL ORD COM 911363109 16,409 95,000 SH   SOLE   95,000 0 0