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    <nameOfIssuer>ALLSTATE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>020002101</cusip>
    <value>30061</value>
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      <sshPrnamt>276600</sshPrnamt>
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      <Sole>276600</Sole>
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      <None>0</None>
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    <nameOfIssuer>APERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03755L104</cusip>
    <value>56776</value>
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      <sshPrnamt>2098914</sshPrnamt>
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      <Sole>2098914</Sole>
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      <None>0</None>
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    <nameOfIssuer>BANCORPSOUTH BK TUPELO MISS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05971J102</cusip>
    <value>5620</value>
    <shrsOrPrnAmt>
      <sshPrnamt>189800</sshPrnamt>
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    <votingAuthority>
      <Sole>189800</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>BRIGHTHOUSE FINL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>10922N103</cusip>
    <value>32026</value>
    <shrsOrPrnAmt>
      <sshPrnamt>791359</sshPrnamt>
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    <votingAuthority>
      <Sole>791359</Sole>
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      <None>0</None>
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    <nameOfIssuer>CARDINAL HEALTH INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>14149Y108</cusip>
    <value>22000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>466200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>466200</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>HILTON GRAND VACATIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>43283X105</cusip>
    <value>25066</value>
    <shrsOrPrnAmt>
      <sshPrnamt>783316</sshPrnamt>
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    <votingAuthority>
      <Sole>783316</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>HUNTINGTON INGALLS INDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>446413106</cusip>
    <value>40770</value>
    <shrsOrPrnAmt>
      <sshPrnamt>192502</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>192502</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>LINCOLN NATL CORP IND</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>534187109</cusip>
    <value>80955</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1342084</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1342084</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MAGNA INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>559222401</cusip>
    <value>53533</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1003800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1003800</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MARTIN MARIETTA MATLS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>573284106</cusip>
    <value>81325</value>
    <shrsOrPrnAmt>
      <sshPrnamt>296700</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>296700</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MERITAGE HOMES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>59001A102</cusip>
    <value>63633</value>
    <shrsOrPrnAmt>
      <sshPrnamt>904521</sshPrnamt>
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    <votingAuthority>
      <Sole>904521</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MOSAIC CO NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>61945C103</cusip>
    <value>30205</value>
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      <sshPrnamt>1473400</sshPrnamt>
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      <Sole>1473400</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>OLIN CORP</nameOfIssuer>
    <titleOfClass>COM PAR $1</titleOfClass>
    <cusip>680665205</cusip>
    <value>64059</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3421929</sshPrnamt>
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    <votingAuthority>
      <Sole>3421929</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PERSPECTA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>715347100</cusip>
    <value>24749</value>
    <shrsOrPrnAmt>
      <sshPrnamt>947500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>947500</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PHILLIPS 66</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>718546104</cusip>
    <value>92987</value>
    <shrsOrPrnAmt>
      <sshPrnamt>908072</sshPrnamt>
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      <Sole>908072</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PREMIER INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>74051N102</cusip>
    <value>11774</value>
    <shrsOrPrnAmt>
      <sshPrnamt>407113</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>407113</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RAYMOND JAMES FINANCIAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>754730109</cusip>
    <value>52483</value>
    <shrsOrPrnAmt>
      <sshPrnamt>636462</sshPrnamt>
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      <Sole>636462</Sole>
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      <None>0</None>
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    <nameOfIssuer>SNAP ON INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>833034101</cusip>
    <value>48183</value>
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      <sshPrnamt>307800</sshPrnamt>
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    <votingAuthority>
      <Sole>307800</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SYNOVUS FINL CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>87161C501</cusip>
    <value>27442</value>
    <shrsOrPrnAmt>
      <sshPrnamt>767400</sshPrnamt>
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    <votingAuthority>
      <Sole>767400</Sole>
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      <None>0</None>
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    <nameOfIssuer>TELEDYNE TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>879360105</cusip>
    <value>50068</value>
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      <sshPrnamt>155495</sshPrnamt>
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      <Sole>155495</Sole>
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      <None>0</None>
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    <nameOfIssuer>WYNDHAM HOTELS &amp; RESORTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>98311A105</cusip>
    <value>2587</value>
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      <sshPrnamt>50000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>50000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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