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 |
|
||||||||||||||||
| 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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 7,517 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 3,442 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 7,395 | 424,000 | SH | SOLE | 424,000 | 0 | 0 | ||
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | 4,776 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | 3,654 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CATERPILLAR INC DEL | COM | 149123101 | 16,225 | 106,402 | SH | SOLE | 106,402 | 0 | 0 | ||
| DANA INCORPORATED | COM | 235825205 | 6,908 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 7,976 | 341,000 | SH | SOLE | 341,000 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 7,861 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 8,326 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| INGERSOLL-RAND PLC | SHS | G47791101 | 9,412 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
| KENNAMETAL INC | COM | 489170100 | 6,283 | 144,243 | SH | SOLE | 144,243 | 0 | 0 | ||
| LENNOX INTL INC | COM | 526107107 | 5,460 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| LINCOLN ELEC HLDGS INC | COM | 533900106 | 3,270 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 5,957 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| OLD DOMINION FGHT LINES INC | COM | 679580100 | 4,918 | 30,500 | SH | SOLE | 30,500 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 5,463 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| SMITH A O | COM | 831865209 | 4,803 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| TRINITY INDS INC | COM | 896522109 | 916 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 6,839 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 10,634 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 4,114 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| WATSCO INC | COM | 942622200 | 4,862 | 27,300 | SH | SOLE | 27,300 | 0 | 0 | ||