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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 24,272 | 151,651 | SH | SOLE | 151,651 | 0 | 0 | ||
| AVERY DENNISON CORP | COM | 053611109 | 12,674 | 141,093 | SH | SOLE | 141,093 | 0 | 0 | ||
| BALL CORP | COM | 058498106 | 23,992 | 521,790 | SH | SOLE | 521,790 | 0 | 0 | ||
| BRINKS CO | COM | 109696104 | 18,067 | 279,457 | SH | SOLE | 279,457 | 0 | 0 | ||
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 7,186 | 1,833,068 | SH | SOLE | 1,833,068 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 22,968 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
| SEMPRA ENERGY | COM | 816851109 | 18,860 | 174,327 | SH | SOLE | 174,327 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 8,538 | 21,700 | SH | SOLE | 21,700 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 19,894 | 58,500 | SH | SOLE | 58,500 | 0 | 0 | ||
| WILLSCOT CORP | COM | 971375126 | 5,694 | 604,418 | SH | SOLE | 604,418 | 0 | 0 | ||