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 3,442 18,027 SH   SOLE 0 18,027 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 3,928 43,304 SH   SOLE 0 43,304 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,527 111,056 SH   SOLE 0 111,056 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 33,465 428,326 SH   SOLE 0 428,326 0 0
AXALTA COATING SYS LTD COM G0750C108 8,390 332,810 SH   SOLE 0 332,810 0 0
BOEING CO COM 097023105 20,914 54,831 SH   SOLE 0 54,831 0 0
BORGWARNER INC COM 099724106 8,614 224,259 SH   SOLE 0 224,259 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 20,272 392,490 SH   SOLE 0 392,490 0 0
DOVER CORP COM 260003108 3,806 40,572 SH   SOLE 0 40,572 0 0
EATON CORP PLC SHS G29183103 7,646 94,906 SH   SOLE 0 94,906 0 0
EMERSON ELEC CO COM 291011104 6,629 96,815 SH   SOLE 0 96,815 0 0
FLOWSERVE CORP COM 34354P105 7,375 163,373 SH   SOLE 0 163,373 0 0
FORD MTR CO DEL COM 345370860 21,144 2,408,165 SH   SOLE 0 2,408,165 0 0
GARDNER DENVER HLDGS INC COM 36555P107 10,393 373,715 SH   SOLE 0 373,715 0 0
FULLER H B CO COM 359694106 20,541 422,316 SH   SOLE 0 422,316 0 0
HONEYWELL INTL INC COM 438516106 12,064 75,910 SH   SOLE 0 75,910 0 0
HUNTSMAN CORP COM 447011107 10,673 474,576 SH   SOLE 0 474,576 0 0
KIMBERLY CLARK CORP COM 494368103 24,972 201,553 SH   SOLE 0 201,553 0 0
NAVISTAR INTL CORP NEW COM 63934E108 5,071 157,008 SH   SOLE 0 157,008 0 0
NUCOR CORP COM 670346105 3,393 58,157 SH   SOLE 0 58,157 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 8,251 71,985 SH   SOLE 0 71,985 0 0
UNITED TECHNOLOGIES CORP COM 913017109 15,514 120,369 SH   SOLE 0 120,369 0 0
VISTEON CORP COM NEW 92839U206 1,388 20,606 SH   SOLE 0 20,606 0 0
VULCAN MATLS CO COM 929160109 12,712 107,361 SH   SOLE 0 107,361 0 0
WABTEC CORP COM 929740108 8,655 117,410 SH   SOLE 0 117,410 0 0
WESTLAKE CHEM CORP COM 960413102 1,245 18,344 SH   SOLE 0 18,344 0 0
GRACE W R & CO DEL NEW COM 38388F108 3,241 41,528 SH   SOLE 0 41,528 0 0