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 |
| AECOM | COM | 00766T100 | 4,808 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| AJAX I | *W EXP 10/27/202 | G0190X126 | 169 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AJAX I | COM | G0190X100 | 4,104 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ALLEGION PLC | ORD SHS | G0176J109 | 9,673 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 7,941 | 3,850 | SH | SOLE | 3,850 | 0 | 0 | ||
| AMPHENOL CORP NEW | CL A | 032095101 | 3,810 | 57,750 | SH | SOLE | 57,750 | 0 | 0 | ||
| BALL CORP | COM | 058498106 | 7,014 | 82,775 | SH | SOLE | 82,775 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 5,604 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 9,467 | 181,500 | SH | SOLE | 181,500 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 7,657 | 70,501 | SH | SOLE | 70,501 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 9,963 | 72,051 | SH | SOLE | 72,051 | 0 | 0 | ||
| EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 7,101 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 7,647 | 26,924 | SH | SOLE | 26,924 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 12,183 | 67,100 | SH | SOLE | 67,100 | 0 | 0 | ||
| HOWMET AEROSPACE INC | COM | 443201108 | 12,723 | 396,000 | SH | SOLE | 396,000 | 0 | 0 | ||
| JUNIPER INDL HLDGS INC | COM CL A | 48205G106 | 4,865 | 392,333 | SH | SOLE | 392,333 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 8,694 | 226,457 | SH | SOLE | 226,457 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 8,523 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 5,034 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 3,726 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | ||
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 | 7,140 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| SAIA INC | COM | 78709Y105 | 2,075 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 10,332 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 7,283 | 149,700 | SH | SOLE | 149,700 | 0 | 0 | ||
| SYSCO CORP | COM | 871829107 | 6,299 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 9,478 | 47,851 | SH | SOLE | 47,851 | 0 | 0 | ||
| TEXTRON INC | COM | 883203101 | 7,851 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 3,543 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 7,788 | 23,650 | SH | SOLE | 23,650 | 0 | 0 | ||
| VONTIER CORPORATION | COM | 928881101 | 4,692 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| WEX INC | COM | 96208T104 | 7,113 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 3,636 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||