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
AIR PRODUCTS & CHEMICALS INC CMN COM 009158106 8,882 40,034 SH   SOLE   40,034 0 0
AMERICAN INTL GROUP, INC. CMN COM 026874784 1,524 27,356 SH   SOLE   27,356 0 0
BRINK'S COMPANY (THE) CMN COM 109696104 8,272 99,726 SH   SOLE   99,726 0 0
CONAGRA BRANDS INC CMN COM 205887102 1,590 51,840 SH   SOLE   51,840 0 0
CORTEVA, INC. CMN COM 22052L104 2,407 85,965 SH   SOLE   85,965 0 0
DANAHER CORPORATION CMN COM 235851102 7,813 54,096 SH   SOLE   54,096 0 0
DENTSPLY SIRONA INC CMN COM 24906P109 2,641 49,544 SH   SOLE   49,544 0 0
DUPONT DE NEMOURS INC CMN COM 26614N102 6,964 97,652 SH   SOLE   97,652 0 0
ENVISTA HOLDINGS CORPORATION CMN COM 29415F104 1,723 61,793 SH   SOLE   61,793 0 0
FORTIVE CORPORATION CMN COM 34959J108 956 13,943 SH   SOLE   13,943 0 0
FOX CORPORATION CMN COM 35137L105 536 16,998 SH   SOLE   16,998 0 0
GCP APPLIED TECHNOLOGIES INC. CMN COM 36164Y101 499 25,900 SH   SOLE   25,900 0 0
GARRETT MOTION INC. CMN COM 366505105 1,058 106,262 SH   SOLE   106,262 0 0
W.R. GRACE & CO (NEW) CMN COM 38388F108 2,632 39,425 SH   SOLE   39,425 0 0
HAIN CELESTIAL GROUP, INC. (THE) CMN COM 405217100 1,328 61,858 SH   SOLE   61,858 0 0
HONEYWELL INTL INC CMN COM 438516106 1,963 11,603 SH   SOLE   11,603 0 0
KLX ENERGY SERVICES HOLDINGS, INC. CMN COM 48253L106 513 59,382 SH   SOLE   59,382 0 0
MACQUARIE INFRASTRUCTURE CORP CMN COM 55608B105 1,965 49,772 SH   SOLE   49,772 0 0
PJT PARTNERS INC CMN CLASS A COM 69343T107 3,827 94,033 SH   SOLE   94,033 0 0
POST HOLDINGS, INC. CMN COM 737446104 8,298 78,405 SH   SOLE   78,405 0 0
QURATE RETAIL INC CMN SERIES A COM 74915M100 1,226 118,859 SH   SOLE   118,859 0 0
SEMPRA ENERGY CMN COM 816851109 3,735 25,300 SH   SOLE   25,300 0 0
UNITED TECHNOLOGIES CORPORATION CMN COM 913017109 2,446 17,914 SH   SOLE   17,914 0 0
UNIVAR SOLUTIONS INC. CMN COM 91336L107 2,613 125,887 SH   SOLE   125,887 0 0
XPO LOGISTICS INC CMN COM 983793100 2,192 30,631 SH   SOLE   30,631 0 0
BUNGE LIMITED. ORD CMN COM G16962105 762 13,451 SH   SOLE   13,451 0 0
NVENT ELECTRIC PUBLIC LIMITED COMPANY COM G6700G107 1,433 65,030 SH   SOLE   65,030 0 0
LIBERTY LATIN AMERICA LTD. CMN CLASS C COM G9001E128 6,015 351,884 SH   SOLE   351,884 0 0