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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADIENT PLC ORD SHS G0084W101   1,063 50,046 SH   SOLE 0 50,046 0 0
APTIV PLC SHS G6095L109   8,140 85,707 SH   SOLE 0 85,707 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,582 8,724 SH   SOLE 0 8,724 0 0
AXALTA COATING SYS LTD COM G0750C108   6,943 228,375 SH   SOLE 0 228,375 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   16,491 324,443 SH   SOLE 0 324,443 0 0
CATERPILLAR INC DEL COM 149123101   9,067 61,399 SH   SOLE 0 61,399 0 0
COLFAX CORP COM 194014106   15,070 414,235 SH   SOLE 0 414,235 0 0
COPA HOLDINGS SA CL A P31076105   10,715 99,142 SH   SOLE 0 99,142 0 0
ELEMENT SOLUTIONS INC COM 28618M106   15,158 1,297,780 SH   SOLE 0 1,297,780 0 0
FASTENAL CO COM 311900104   5,572 150,785 SH   SOLE 0 150,785 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102   8,957 609,712 SH   SOLE 0 609,712 0 0
F M C CORP COM NEW 302491303   11,510 115,308 SH   SOLE 0 115,308 0 0
HUNTSMAN CORP COM 447011107   7,565 313,104 SH   SOLE 0 313,104 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   2,203 19,555 SH   SOLE 0 19,555 0 0
MAGNA INTL INC COM 559222401   3,229 58,884 SH   SOLE 0 58,884 0 0
MASCO CORP COM 574599106   10,368 216,044 SH   SOLE 0 216,044 0 0
OSHKOSH CORP COM 688239201   4,624 48,852 SH   SOLE 0 48,852 0 0
SPIRIT AIRLS INC COM 848577102   3,316 82,260 SH   SOLE 0 82,260 0 0
STANLEY BLACK & DECKER INC COM 854502101   11,197 67,558 SH   SOLE 0 67,558 0 0
THOR INDS INC COM 885160101   11,826 159,188 SH   SOLE 0 159,188 0 0
TIMKEN CO COM 887389104   12,625 224,197 SH   SOLE 0 224,197 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   3,470 303,882 SH   SOLE 0 303,882 0 0
UNITED AIRLINES HLDGS INC COM 910047109   18,666 211,895 SH   SOLE 0 211,895 0 0
UNITED TECHNOLOGIES CORP COM 913017109   16,894 112,805 SH   SOLE 0 112,805 0 0
WHIRLPOOL CORP COM 963320106   4,582 31,061 SH   SOLE 0 31,061 0 0
GRACE W R & CO DEL NEW COM 38388F108   7,985 114,310 SH   SOLE 0 114,310 0 0