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 10,576 35,507 SH   SOLE   35,507 0 0
CANADIAN PAC RY LTD COM 13645T100 25,891 85,048 SH   SOLE   85,048 0 0
CROWN HLDGS INC COM 228368106 31,885 414,839 SH   SOLE   414,839 0 0
D R HORTON INC COM 23331A109 2,753 36,400 SH   SOLE   36,400 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 23,754 139,861 SH   SOLE   139,861 0 0
LITHIA MTRS INC CL A 536797103 16,070 70,500 SH   SOLE   70,500 0 0
MASCO CORP COM 574599106 15,461 280,449 SH   SOLE   280,449 0 0
NRG ENERGY INC COM NEW 629377508 29,005 943,568 SH   SOLE   943,568 0 0
NVR INC COM 62944T105 2,654 650 SH   SOLE   650 0 0
STANLEY BLACK & DECKER INC COM 854502101 18,350 113,130 SH   SOLE   113,130 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 22,865 1,320,145 SH   SOLE   1,320,145 0 0