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    <nameOfIssuer>CARDINAL HEALTH INC</nameOfIssuer>
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    <nameOfIssuer>DISCOVER FINL SVCS</nameOfIssuer>
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    <cusip>254709108</cusip>
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    <nameOfIssuer>LINCOLN NATL CORP IND</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>534187109</cusip>
    <value>69935</value>
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    <nameOfIssuer>MAGNA INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>559222401</cusip>
    <value>48610</value>
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      <sshPrnamt>886400</sshPrnamt>
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    <nameOfIssuer>MARTIN MARIETTA MATLS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>573284106</cusip>
    <value>64261</value>
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    <nameOfIssuer>MOSAIC CO NEW</nameOfIssuer>
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    <cusip>61945C103</cusip>
    <value>28156</value>
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    <nameOfIssuer>OLIN CORP</nameOfIssuer>
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    <cusip>680665205</cusip>
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    <nameOfIssuer>PERSPECTA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>24468</value>
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    <nameOfIssuer>PHILLIPS 66</nameOfIssuer>
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    <nameOfIssuer>PREMIER INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
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    <nameOfIssuer>RAYMOND JAMES FINANCIAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>SNAP ON INC</nameOfIssuer>
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    <nameOfIssuer>SYNOVUS FINL CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>87161C501</cusip>
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    <nameOfIssuer>TELEDYNE TECHNOLOGIES INC</nameOfIssuer>
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    <nameOfIssuer>WYNDHAM HOTELS &amp; RESORTS INC</nameOfIssuer>
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