The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AMAZON COM INC | COM | 023135106 | 13,761 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM CL A | 03768E105 | 11,381 | 182,968 | SH | SOLE | 182,968 | 0 | 0 | ||
| ATHENE HOLDING LTD | CL A | G0684D107 | 10,861 | 160,900 | SH | SOLE | 160,900 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 13,655 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 12,035 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 17,717 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 5,977 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | 12,786 | 66,807 | SH | SOLE | 66,807 | 0 | 0 | ||
| CURO GROUP HOLDINGS CORP | COM | 23131L107 | 4,313 | 253,722 | SH | SOLE | 253,722 | 0 | 0 | ||
| FMC CORP | COM NEW | 302491303 | 13,828 | 127,800 | SH | SOLE | 127,800 | 0 | 0 | ||
| FORD MTR CO DEL | COM | 345370860 | 16,866 | 1,135,000 | SH | SOLE | 1,135,000 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 17,320 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
| HENRY SCHEIN INC | COM | 806407102 | 14,096 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| KRATON CORP | COM | 50077C106 | 5,360 | 166,000 | SH | SOLE | 166,000 | 0 | 0 | ||
| MONARCH CASINO & RESORT INC | COM | 609027107 | 8,336 | 125,984 | SH | SOLE | 125,984 | 0 | 0 | ||
| OSHKOSH CORP | COM | 688239201 | 22,450 | 180,122 | SH | SOLE | 180,122 | 0 | 0 | ||
| PATTERSON COS INC | COM | 703395103 | 18,538 | 610,000 | SH | SOLE | 610,000 | 0 | 0 | ||
| RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 15,237 | 100,973 | SH | SOLE | 100,973 | 0 | 0 | ||
| ROYAL DUTCH SHELL PLC | SPONS ADR A | 780259206 | 9,090 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 12,644 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 12,464 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 24,687 | 465,000 | SH | SOLE | 465,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 14,240 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| VONTIER CORPORATION | COM | 928881101 | 11,483 | 352,460 | SH | SOLE | 352,460 | 0 | 0 | ||
| WABTEC | COM | 929740108 | 10,699 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 14,909 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||