The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 23,926 | 246,559 | SH | SOLE | 246,559 | 0 | 0 | ||
| DIEBOLD INC | COM | 253651103 | 2,272 | 160,800 | SH | SOLE | 160,800 | 0 | 0 | ||
| DUPONT DE NEMOURS INC | COM | 26614N102 | 16,391 | 212,100 | SH | SOLE | 212,100 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 6,309 | 113,000 | SH | SOLE | 113,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 6,637 | 115,500 | SH | SOLE | 115,500 | 0 | 0 | ||
| GORES HLDGS V INC | COM CL A | 382864106 | 2,596 | 260,074 | SH | SOLE | 260,074 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 17,170 | 79,100 | SH | SOLE | 79,100 | 0 | 0 | ||
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 7,831 | 38,636 | SH | SOLE | 38,636 | 0 | 0 | ||
| LITHIA MTRS INC | CL A | 536797103 | 4,833 | 12,390 | SH | SOLE | 12,390 | 0 | 0 | ||
| MASCO CORP | COM | 574599106 | 4,580 | 76,469 | SH | SOLE | 76,469 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 5,250 | 27,300 | SH | SOLE | 27,300 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 10,994 | 18,700 | SH | SOLE | 18,700 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 20,881 | 1,044,042 | SH | SOLE | 1,044,042 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 11,590 | 94,000 | SH | SOLE | 94,000 | 0 | 0 | ||