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
AECOM COM 00766T100 6,818 228,402 SH   SOLE   228,402 0 0
AMAZON COM INC COM 023135106 3,974 2,038 SH   SOLE   2,038 0 0
ANALOG DEVICES INC COM 032654105 6,591 73,514 SH   SOLE   73,514 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 7,539 150,570 SH   SOLE   150,570 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,020 3,900 SH   SOLE   3,900 0 0
BERRY GLOBAL GROUP INC COM 08579W103 3,288 97,545 SH   SOLE   97,545 0 0
BOEING CO COM 097023105 1,805 12,100 SH   SOLE   12,100 0 0
CELANESE CORP DEL COM 150870103 5,896 80,341 SH   SOLE   80,341 0 0
CF INDS HLDGS INC COM 125269100 3,842 141,240 SH   SOLE   141,240 0 0
D R HORTON INC COM 23331A109 1,515 44,550 SH   SOLE   44,550 0 0
EATON CORP PLC SHS G29183103 713 9,180 SH   SOLE   9,180 0 0
FORTIVE CORP COM 34959J108 7,332 132,854 SH   SOLE   132,854 0 0
FRONTLINE LTD SHS G3682E192 1,868 194,388 SH   SOLE   194,388 0 0
HD SUPPLY HLDGS INC COM 40416M105 2,024 71,200 SH   SOLE   71,200 0 0
INTEL CORP COM 458140100 1,335 24,662 SH   SOLE   24,662 0 0
LENNAR CORP CL A 526057104 1,560 40,836 SH   SOLE   40,836 0 0
LINDE PLC SHS G5494J103 10,520 60,810 SH   SOLE   60,810 0 0
LOWES COS INC COM 548661107 660 7,665 SH   SOLE   7,665 0 0
LYONDELLBASELL INDUSTRIES N SHS CL A N53745100 3,107 62,611 SH   SOLE   62,611 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 806 31,904 SH   SOLE   31,904 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,271 12,000 SH   SOLE   12,000 0 0
MASCO CORP COM 574599106 3,538 102,355 SH   SOLE   102,355 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 2,449 36,117 SH   SOLE   36,117 0 0
NVENT ELECTRIC PLC SHS G6700G107 1,044 61,900 SH   SOLE   61,900 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,415 41,176 SH   SOLE   41,176 0 0
OLIN CORP COM 680665205 2,532 216,968 SH   SOLE   216,968 0 0
PACKAGING CORP AMER COM 695156109 3,056 35,200 SH   SOLE   35,200 0 0
PARKER HANNIFIN CORP COM 701094104 4,555 35,114 SH   SOLE   35,114 0 0
PARSLEY ENERGY INC CL A 701877102 84 14,602 SH   SOLE   14,602 0 0
POLYONE CORP COM 73179P106 3,894 205,278 SH   SOLE   205,278 0 0
QUANTA SVCS INC COM 74762E102 9,694 305,527 SH   SOLE   305,527 0 0
SCORPIO TANKERS INC COM Y7542C130 1,168 61,076 SH   SOLE   61,076 0 0
SHERWIN WILLIAMS CO COM 824348106 6,031 13,124 SH   SOLE   13,124 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 1,040 46,100 SH   SOLE   46,100 0 0
SONOCO PRODS CO COM 835495102 3,370 72,697 SH   SOLE   72,697 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 7,717 29,941 SH   SOLE   29,941 0 0
TRONOX HOLDINGS PLC SHS CL A G9087Q102 2,570 516,139 SH   SOLE   516,139 0 0
UNIVAR SOLUTIONS INC COM 91336L107 947 88,322 SH   SOLE   88,322 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 814 55,075 SH   SOLE   55,075 0 0
VULCAN MATLS CO COM 929160109 2,047 18,943 SH   SOLE   18,943 0 0
WESTLAKE CHEM CORP COM 960413102 1,002 26,246 SH   SOLE   26,246 0 0
WPX ENERGY INC COM 98212B103 1,019 334,250 SH   SOLE   334,250 0 0