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
CROWN HLDGS INC COM 228368106 29,773 297,139 SH   SOLE   297,139 0 0
HONEYWELL INTL INC COM 438516106 13,464 63,300 SH   SOLE   63,300 0 0
JOHNSON CTLS INTL PLC SHS G51502105 16,074 345,000 SH   SOLE   345,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 15,601 82,536 SH   SOLE   82,536 0 0
LITHIA MTRS INC CL A 536797103 11,412 38,994 SH   SOLE   38,994 0 0
MARATHON PETE CORP COM 56585A102 5,091 123,100 SH   SOLE   123,100 0 0
MASCO CORP COM 574599106 15,828 288,149 SH   SOLE   288,149 0 0
NRG ENERGY INC COM NEW 629377508 14,586 388,430 SH   SOLE   388,430 0 0
NVR INC COM 62944T105 3,957 970 SH   SOLE   970 0 0
TRANSDIGM GROUP INC COM 893641100 11,139 18,000 SH   SOLE   18,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 23,768 1,273,041 SH   SOLE   1,273,041 0 0
XPO LOGISTICS INC COM 983793100 10,704 89,800 SH   SOLE   89,800 0 0