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
AMETEK INC NEW COM 031100100 7,053 106,795 SH   SOLE   106,795 0 0
BRINKS CO COM 109696104 177 2,098 SH   SOLE   2,098 0 0
BALL CORP COM 058498106 16,940 410,166 SH   SOLE   410,166 0 0
FORTIVE CORP COM 34959J108 9,494 134,122 SH   SOLE   134,122 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 8,096 194,842 SH   SOLE   194,842 0 0
MOHAWK INDS INC COM 608190104 12,177 49,200 SH   SOLE   49,200 0 0
MARTIN MARIETTA MATLS INC COM 573284106 10,559 51,200 SH   SOLE   51,200 0 0
MARATHON PETE CORP COM 56585A102 4,991 89,000 SH   SOLE   89,000 0 0
NRG ENERGY INC COM NEW 629377508 19,236 751,700 SH   SOLE   751,700 0 0
SHERWIN WILLIAMS CO COM 824348106 10,174 28,416 SH   SOLE   28,416 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 11,404 196,287 SH   SOLE   196,287 0 0