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 7,828 33,311 SH   SOLE   33,311 0 0
AXALTA COATING SYS LTD COM G0750C108 6,973 229,376 SH   SOLE   229,376 0 0
BEACON ROOFING SUPPLY INC COM 073685109 1,007 31,485 SH   SOLE   31,485 0 0
BERRY GLOBAL GROUP INC COM 08579W103 15,442 325,156 SH   SOLE   325,156 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 4,041 28,000 SH   SOLE   28,000 0 0
CROWN HOLDINGS INC COM 228368106 4,112 56,691 SH   SOLE   56,691 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 455 35,425 SH   SOLE   35,425 0 0
DUPONT DE NEMOURS INC COM 26614N102 11,002 171,373 SH   SOLE   171,373 0 0
GENERAL ELECTRIC CO COM 369604103 3,312 296,800 SH   SOLE   296,800 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 6,455 387,700 SH   SOLE   387,700 0 0
HUNTSMAN CORP COM 447011107 5,331 220,634 SH   SOLE   220,634 0 0
LYONDELLBASELL INDUSTRIES N SHS CL A N53745100 12,909 136,636 SH   SOLE   136,636 0 0
MASTEC INC COM 576323109 9,507 148,184 SH   SOLE   148,184 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 6,335 60,495 SH   SOLE   60,495 0 0
MOSAIC CO NEW COM 61945C103 5,085 234,982 SH   SOLE   234,982 0 0
NXP SEMICONDUCTORS N V COM N6596X109 12,540 98,542 SH   SOLE   98,542 0 0
OWENS CORNING NEW COM 690742101 5,852 89,860 SH   SOLE   89,860 0 0
PACCAR INC COM 693718108 5,185 65,544 SH   SOLE   65,544 0 0
PARKER HANNIFIN CORP COM 701094104 3,505 17,028 SH   SOLE   17,028 0 0
QUANTA SVCS INC COM 74762E102 10,010 245,889 SH   SOLE   245,889 0 0
REPUBLIC SVCS INC COM 760759100 10,784 120,320 SH   SOLE   120,320 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,413 13,712 SH   SOLE   13,712 0 0
STANLEY BLACK & DECKER INC COM 854502101 9,949 60,025 SH   SOLE   60,025 0 0
STANLEY BLACK & DECKER INC COM 854502101 8,287 50,000 SH Call SOLE   50,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 8,287 50,000 SH Call SOLE   50,000 0 0
TOLL BROTHERS INC COM 889478103 4,496 113,800 SH   SOLE   113,800 0 0
TRONOX HOLDINGS PLC SHS CL A G9087Q102 6,229 545,424 SH   SOLE   545,424 0 0
UNITED TECHNOLOGIES CORP COM 913017109 5,696 38,036 SH   SOLE   38,036 0 0
VALARIS PLC SHS CL A G9402V109 3,315 505,305 SH   SOLE   505,305 0 0
WESTROCK CO COM 96145D105 9,598 223,668 SH   SOLE   223,668 0 0