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
ADVANCE AUTO PARTS, INC. CMN COM 00751Y106 952 6,048 SH   SOLE   6,048 0 0
AIR PRODUCTS & CHEMICALS INC CMN COM 009158106 6,032 37,687 SH   SOLE   37,687 0 0
ARAMARK CMN COM 03852U106 1,409 48,620 SH   SOLE   48,620 0 0
ARCOSA INC CMN COM 039653100 1,268 45,784 SH   SOLE   45,784 0 0
ARCONIC INC CMN COM 03965L100 2,399 142,298 SH   SOLE   142,298 0 0
BRINK'S COMPANY (THE) CMN COM 109696104 5,688 87,984 SH   SOLE   87,984 0 0
DANAHER CORPORATION CMN COM 235851102 5,904 57,251 SH   SOLE   57,251 0 0
GARRETT MOTION INC. CMN COM 366505105 1,966 159,282 SH   SOLE   159,282 0 0
W.R. GRACE & CO (NEW) CMN COM 38388F108 2,611 40,228 SH   SOLE   40,228 0 0
HONEYWELL INTL INC CMN COM 438516106 4,420 33,458 SH   SOLE   33,458 0 0
KLX ENERGY SERVICES HOLDINGS, INC. CMN COM 48253L106 773 32,944 SH   SOLE   32,944 0 0
KELLOGG COMPANY CMN COM 487836108 1,377 24,146 SH   SOLE   24,146 0 0
MACQUARIE INFRASTRUCTURE CORP CMN COM 55608B105 4,863 133,016 SH   SOLE   133,016 0 0
PLATFORM SPECIALTY PRODUCTS CORPORATION CMN COM 72766Q105 2,538 245,722 SH   SOLE   245,722 0 0
POST HOLDINGS, INC. CMN COM 737446104 5,531 62,054 SH   SOLE   62,054 0 0
QURATE RETAIL INC CMN SERIES A COM 74915M100 2,534 129,803 SH   SOLE   129,803 0 0
RESIDEO TECHNOLOGIES INC. CMN COM 76118Y104 1,696 82,535 SH   SOLE   82,535 0 0
SHIRE LIMITED SPONSORED ADR CMN COM 82481R106 2,429 13,957 SH   SOLE   13,957 0 0
TRINITY INDUSTRIES INC (DEL) CMN COM 896522109 1,667 80,947 SH   SOLE   80,947 0 0
VERSUM MATERIALS, INC. CMN COM 92532W103 3,592 129,569 SH   SOLE   129,569 0 0
WYNDHAM HOTELS & RESORTS, INC. CMN COM 98311A105 2,190 48,267 SH   SOLE   48,267 0 0
ALLERGAN PUBLIC LIMITED COMPANY CMN COM G0177J108 1,143 8,550 SH   SOLE   8,550 0 0
NVENT ELECTRIC PUBLIC LIMITED COMPANY COM G6700G107 1,098 48,892 SH   SOLE   48,892 0 0
LIBERTY LATIN AMERICA LTD. CMN CLASS C COM G9001E128 4,206 288,655 SH   SOLE   288,655 0 0