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 14,885 355,763 SH   SOLE   355,763 0 0
AECOM COM 00766T100 255 6,100 SH Call SOLE   6,100 0 0
ANALOG DEVICES INC COM 032654105 3,782 32,395 SH   SOLE   32,395 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 1,621 22,862 SH   SOLE   22,862 0 0
AUTOZONE INC COM 053332102 1,188 1,009 SH   SOLE   1,009 0 0
AVERY DENNISON CORP COM 053611109 12,734 99,608 SH   SOLE   99,608 0 0
AVIENT CORPORATION COM 05368V106 341 12,905 SH   SOLE   12,905 0 0
AXALTA COATING SYS LTD COM G0750C108 3,619 163,221 SH   SOLE   163,221 0 0
AZUL S A SPONSR ADR PFD 05501U106 1,234 93,776 SH   SOLE   93,776 0 0
BALL CORP COM 058498106 2,712 32,623 SH   SOLE   32,623 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 5,014 153,700 SH   SOLE   153,700 0 0
CHINDATA GROUP HLDGS LTD ADS 16955F107 162 10,000 SH   SOLE   10,000 0 0
CROWN HLDGS INC COM 228368106 11,206 145,800 SH   SOLE   145,800 0 0
CSX CORP COM 126408103 7,425 95,600 SH   SOLE   95,600 0 0
DOMTAR CORP COM NEW 257559203 3,657 139,201 SH   SOLE   139,201 0 0
DOW INC COM 260557103 1,107 23,522 SH   SOLE   23,522 0 0
DOW INC COM 260557103 27,524 585,000 SH Call SOLE   585,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 7,629 137,513 SH   SOLE   137,513 0 0
ELEMENT SOLUTIONS INC COM 28618M106 4,632 440,765 SH   SOLE   440,765 0 0
ENPHASE ENERGY INC COM 29355A107 3,908 47,321 SH   SOLE   47,321 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,582 8,746 SH   SOLE   8,746 0 0
KBR INC COM 48242W106 6,343 283,664 SH   SOLE   283,664 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 583 5,900 SH   SOLE   5,900 0 0
LINDE PLC SHS G5494J103 5,370 22,551 SH   SOLE   22,551 0 0
MASCO CORP COM 574599106 4,300 78,000 SH   SOLE   78,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 6,832 66,486 SH   SOLE   66,486 0 0
NIO INC SPON ADS 62914V106 977 46,051 SH   SOLE   46,051 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 2,617 78,861 SH   SOLE   78,861 0 0
NVR INC COM 62944T105 10,249 2,510 SH   SOLE   2,510 0 0
OTIS WORLDWIDE CORP COM 68902V107 4,603 73,743 SH   SOLE   73,743 0 0
OWENS CORNING NEW COM 690742101 4,562 66,298 SH   SOLE   66,298 0 0
PACKAGING CORP AMER COM 695156109 9,789 89,766 SH   SOLE   89,766 0 0
PPG INDS INC COM 693506107 11,619 95,175 SH   SOLE   95,175 0 0
PULTE GROUP INC COM 745867101 4,821 104,142 SH   SOLE   104,142 0 0
QUANTA SVCS INC COM 74762E102 4,978 94,165 SH   SOLE   94,165 0 0
ROPER TECHNOLOGIES INC COM 776696106 5,708 14,447 SH   SOLE   14,447 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 1,414 32,769 SH   SOLE   32,769 0 0
SHERWIN WILLIAMS CO COM 824348106 2,508 3,600 SH   SOLE   3,600 0 0
SOCIAL CAP HDOSPHIA HLDG CO SHS CL A G8250T109 960 50,535 SH   SOLE   50,535 0 0
SOUTHWEST AIRLS CO COM 844741108 4,775 127,341 SH   SOLE   127,341 0 0
SUMMIT MATLS INC CL A 86614U100 1,233 74,570 SH   SOLE   74,570 0 0
SUNRUN INC COM 86771W105 709 9,200 SH   SOLE   9,200 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 1,999 253,972 SH   SOLE   253,972 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 1,869 97,214 SH   SOLE   97,214 0 0
VROOM INC COM 92918V109 5,722 110,514 SH   SOLE   110,514 0 0