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
ALLEGION PUB LTD CO ORD SHS G0176J109 4,783 60,000 SH   SOLE   60,000 0 0
CANADIAN PAC RY LTD COM 13645T100 8,878 50,000 SH   SOLE   50,000 0 0
CARLISLE COS INC COM 142339100 23,622 235,000 SH   SOLE   235,000 0 0
CATERPILLAR INC DEL COM 149123101 10,166 80,000 SH   SOLE   80,000 0 0
DANA INCORPORATED COM 235825205 18,673 1,370,000 SH   SOLE   1,370,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 15,308 750,000 SH   SOLE   750,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 325 5,000 SH Call SOLE   5,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 9,087 140,000 SH   SOLE   140,000 0 0
INGERSOLL-RAND PLC SHS G47791101 13,685 150,000 SH   SOLE   150,000 0 0
LEAR CORP COM NEW 521865204 14,375 117,000 SH   SOLE   117,000 0 0
LENNOX INTL INC COM 526107107 9,849 45,000 SH   SOLE   45,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 14,114 179,000 SH   SOLE   179,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 20,188 135,000 SH   SOLE   135,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 8,981 75,000 SH   SOLE   75,000 0 0
UNION PAC CORP COM 907818108 30,411 220,000 SH   SOLE   220,000 0 0
UNITED RENTALS INC COM 911363109 30,759 300,000 SH   SOLE   300,000 0 0