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 |
| AVERY DENNISON CORP | COM | 053611109 | 7,461 | 46,091 | SH | SOLE | 46,091 | 0 | 0 | ||
| CROWN HLDGS INC | COM | 228368106 | 13,478 | 146,233 | SH | SOLE | 146,233 | 0 | 0 | ||
| DUPONT DE NEMOURS INC | COM | 26614N102 | 15,766 | 283,666 | SH | SOLE | 283,666 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 6,381 | 200,900 | SH | SOLE | 200,900 | 0 | 0 | ||
| NUTRIEN LTD | COM | 67077M108 | 3,634 | 45,600 | SH | SOLE | 45,600 | 0 | 0 | ||
| REGAL REXNORD CORPORATION | COM | 758750103 | 8,559 | 75,400 | SH | SOLE | 75,400 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 11,788 | 21,965 | SH | SOLE | 21,965 | 0 | 0 | ||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 5,600 | 172,731 | SH | SOLE | 172,731 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 5,603 | 116,350 | SH | SOLE | 116,350 | 0 | 0 | ||