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
AIR PRODS & CHEMS INC COM 009158106 14,550 72,890 SH   SOLE   72,890 0 0
BALL CORP COM 058498106 19,836 306,774 SH   SOLE   306,774 0 0
CANADIAN PAC RY LTD COM 13645T100 14,493 66,002 SH   SOLE   66,002 0 0
CROWN HLDGS INC COM 228368106 17,659 304,261 SH   SOLE   304,261 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 1,187 154,770 SH   SOLE   154,770 0 0
DUPONT DE NEMOURS INC COM 26614N102 7,065 207,185 SH   SOLE   207,185 0 0
EURONAV NV ANTWERPEN SHS B38564108 1,137 100,800 SH   SOLE   100,800 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 28,486 158,149 SH   SOLE   158,149 0 0
MASCO CORP COM 574599106 9,729 281,433 SH   SOLE   281,433 0 0
NRG ENERGY INC COM NEW 629377508 24,798 909,701 SH   SOLE   909,701 0 0
RPM INTL INC COM 749685103 9,767 164,146 SH   SOLE   164,146 0 0
TYSON FOODS INC CL A 902494103 14,645 253,070 SH   SOLE   253,070 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 12,524 1,447,887 SH   SOLE   1,447,887 0 0