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
ACUITY BRANDS INC COM 00508Y102 3,399 33,210 SH   SOLE   33,210 0 0
AGCO CORP COM 001084102 10,235 137,810 SH   SOLE   137,810 0 0
ATHENE HOLDING LTD CL A G0684D107 13,802 405,000 SH   SOLE   405,000 0 0
CARLISLE COS INC COM 142339100 16,880 137,942 SH   SOLE   137,942 0 0
CLEAN HARBORS INC COM 184496107 12,811 228,640 SH   SOLE   228,640 0 0
GENERAL DYNAMICS CORP COM 369550108 15,643 113,000 SH   SOLE   113,000 0 0
GENERAL MTRS CO COM 37045V100 7,545 255,000 SH   SOLE   255,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 3,709 26,350 SH   SOLE   26,350 0 0
KBR INC COM 48242W106 21,001 939,240 SH   SOLE   939,240 0 0
LEAR CORP COM NEW 521865204 7,634 70,000 SH   SOLE   70,000 0 0
LENNAR CORP CL A 526057104 7,790 95,375 SH   SOLE   95,375 0 0
LKQ CORP COM 501889208 10,235 369,095 SH   SOLE   369,095 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 11,393 161,630 SH   SOLE   161,630 0 0
MANITOWOC CO INC COM NEW 563571405 3,081 366,340 SH   SOLE   366,340 0 0
MARTIN MARIETTA MATLS INC COM 573284106 4,600 19,543 SH   SOLE   19,543 0 0
MASTEC INC COM 576323109 14,240 337,445 SH   SOLE   337,445 0 0
NVR INC COM 62944T105 6,125 1,500 SH   SOLE   1,500 0 0
O-I GLASS INC COM 67098H104 3,806 359,350 SH   SOLE   359,350 0 0
OSHKOSH CORP COM 688239201 21,349 290,462 SH   SOLE   290,462 0 0
OWENS CORNING NEW COM 690742101 11,048 160,565 SH   SOLE   160,565 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 17,857 175,000 SH   SOLE   175,000 0 0
REXNORD CORP COM 76169B102 24,438 818,965 SH   SOLE   818,965 0 0
SCHLUMBERGER LTD COM 806857108 4,109 264,065 SH   SOLE   264,065 0 0
SPDR GOLD TR GOLD SHS 78463V107 35,424 200,000 SH Call SOLE   200,000 0 0
SPDR SER TR S&P METALS MNG 78464A755 25,564 1,100,000 SH Call SOLE   1,100,000 0 0
SUMMIT MATLS INC CL A 86614U100 12,308 744,158 SH   SOLE   744,158 0 0
TEXTRON INC COM 883203101 4,158 115,200 SH   SOLE   115,200 0 0
UNITED RENTALS INC COM 911363109 12,023 68,900 SH   SOLE   68,900 0 0
VULCAN MATLS CO COM 929160109 5,810 42,868 SH   SOLE   42,868 0 0