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 | 15,520 | 154,003 | SH | SOLE | 154,003 | 0 | 0 | ||
| DENBURY INC | COM | 24790A101 | 3,864 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| DIEBOLD NIXDORF INC | COM STK | 253651103 | 2,719 | 268,984 | SH | SOLE | 268,984 | 0 | 0 | ||
| DUPONT DE NEMOURS INC | COM | 26614N102 | 16,893 | 248,466 | SH | SOLE | 248,466 | 0 | 0 | ||
| GENERAL ELECTRIC CO | COM NEW | 369604301 | 8,470 | 82,212 | SH | SOLE | 82,212 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 10,426 | 197,800 | SH | SOLE | 197,800 | 0 | 0 | ||
| II-VI INC | COM | 902104108 | 3,354 | 56,500 | SH | SOLE | 56,500 | 0 | 0 | ||
| LITHIA MTRS INC | COM | 536797103 | 8,557 | 26,990 | SH | SOLE | 26,990 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 6,891 | 38,847 | SH | SOLE | 38,847 | 0 | 0 | ||
| REXNORD CORP | COM | 76169B102 | 7,093 | 110,333 | SH | SOLE | 110,333 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 10,096 | 16,165 | SH | SOLE | 16,165 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 12,599 | 522,989 | SH | SOLE | 522,989 | 0 | 0 | ||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 5,365 | 169,125 | SH | SOLE | 169,125 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 7,007 | 88,050 | SH | SOLE | 88,050 | 0 | 0 | ||