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 5,527 147,076 SH   SOLE   147,076 0 0
ALLEGION PLC SHS G0176J109 3,644 35,651 SH   SOLE   35,651 0 0
API GROUP CORP COM 00187Y100 1,005 82,700 SH   SOLE   82,700 0 0
AVERY DENNISON CORP COM 053611109 13,285 116,440 SH   SOLE   116,440 0 0
BEACON ROOFING SUPPLY INC COM 073685109 879 33,347 SH   SOLE   33,347 0 0
BERRY GLOBAL GROUP INC COM 08579W103 6,852 154,598 SH   SOLE   154,598 0 0
CNH INDL N V SHS N20944109 895 127,300 SH   SOLE   127,300 0 0
CSX CORP COM 126408103 8,108 116,260 SH   SOLE   116,260 0 0
DUPONT DE NEMOURS INC COM 26614N102 2,344 44,111 SH   SOLE   44,111 0 0
DELL TECHNOLOGIES INC COM 24703L202 1,049 19,100 SH   SOLE   19,100 0 0
D R HORTON INC COM 23331A109 1,421 25,619 SH   SOLE   25,619 0 0
DOW INC COM 260557103 23,845 585,000 SH Call SOLE   585,000 0 0
ECOLAB INC COM 278865100 2,049 10,300 SH   SOLE   10,300 0 0
EMERSON ELEC CO COM 291011104 7,739 124,760 SH   SOLE   124,760 0 0
ENPHASE ENERGY INC COM 29355A107 1,303 27,400 SH   SOLE   27,400 0 0
FORTIVE CORP COM 34959J108 10,165 150,236 SH   SOLE   150,236 0 0
GENERAL MTRS CO COM 37045V100 2,455 97,053 SH   SOLE   97,053 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 129 900 SH   SOLE   900 0 0
KANSAS CITY SOUTHERN COM 485170302 179 1,200 SH   SOLE   1,200 0 0
KRATOS DEFENSE & SEC SOLUTIO COM 50077B207 1,475 94,362 SH   SOLE   94,362 0 0
LEAR CORP COM 521865204 1,669 15,313 SH   SOLE   15,313 0 0
LINDE PLC SHS G5494J103 8,275 39,015 SH   SOLE   39,015 0 0
LOWES COS INC COM 548661107 8,899 65,861 SH   SOLE   65,861 0 0
SOUTHWEST AIRLS CO COM 844741108 1,611 47,140 SH   SOLE   47,140 0 0
MASCO CORP COM 574599106 1,652 32,900 SH   SOLE   32,900 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 4,630 43,963 SH   SOLE   43,963 0 0
MOHAWK INDS INC COM 608190104 692 6,802 SH   SOLE   6,802 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,954 14,300 SH   SOLE   14,300 0 0
MASTEC INC COM 576323109 4,476 99,748 SH   SOLE   99,748 0 0
NVR INC COM 62944T105 4,530 1,390 SH   SOLE   1,390 0 0
NXP SEMICONDUCTORS N V SHS N6596X109 2,410 21,132 SH   SOLE   21,132 0 0
OWENS CORNING NEW COM 690742101 5,526 99,108 SH   SOLE   99,108 0 0
OTIS WORLDWIDE CORP COM 68902V107 2,202 38,727 SH   SOLE   38,727 0 0
PENTAIR PLC SHS G7S00T104 1,390 36,576 SH   SOLE   36,576 0 0
PPG INDS INC COM 693506107 19,091 180,000 SH Call SOLE   180,000 0 0
PPG INDS INC COM 693506107 11,587 109,246 SH   SOLE   109,246 0 0
QUANTA SVCS INC COM 74762E102 5,620 143,253 SH   SOLE   143,253 0 0
QORVO INC COM 74736K101 2,023 18,300 SH   SOLE   18,300 0 0
SILGAN HOLDINGS INC COM 827048109 5,085 157,000 SH   SOLE   157,000 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 1,036 63,400 SH   SOLE   63,400 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 3,515 94,400 SH   SOLE   94,400 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 681 94,335 SH   SOLE   94,335 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,047 33,700 SH   SOLE   33,700 0 0
VALVOLINE INC COM 92047W101 6,566 339,700 SH   SOLE   339,700 0 0
WPX ENERGY INC COM 98212B103 243 38,133 SH   SOLE   38,133 0 0
WESTROCK CO COM 96145D105 4,583 162,167 SH   SOLE   162,167 0 0