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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
AIR PRODS & CHEMS INC COM 009158106 12,316 51,007 SH   SOLE   51,007 0 0
BALL CORP COM 058498106 14,846 213,639 SH   SOLE   213,639 0 0
CANADIAN PAC RY LTD COM 13645T100 22,508 88,148 SH   SOLE   88,148 0 0
CROWN HLDGS INC COM 228368106 29,083 446,537 SH   SOLE   446,537 0 0
HARSCO CORP COM 415864107 3,035 224,680 SH   SOLE   224,680 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 29,552 174,172 SH   SOLE   174,172 0 0
MASCO CORP COM 574599106 15,703 312,749 SH   SOLE   312,749 0 0
NRG ENERGY INC COM NEW 629377508 22,483 690,516 SH   SOLE   690,516 0 0
RPM INTL INC COM 749685103 14,035 186,983 SH   SOLE   186,983 0 0
STANLEY BLACK & DECKER INC COM 854502101 13,078 93,830 SH   SOLE   93,830 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 19,466 1,435,557 SH   SOLE   1,435,557 0 0