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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 13,622 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| AUTOLIV INC | COM | 052800109 | 15,325 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 8,424 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CANADIAN NATL RY CO | COM | 136375102 | 15,119 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 26,672 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 20,825 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| FLUOR CORP NEW | COM | 343412102 | 19,912 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 4,690 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| HARLEY DAVIDSON INC | COM | 412822108 | 7,325 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 12,417 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| JOHNSON CTLS INTL PLC | SHS | G51502105 | 19,688 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 26,796 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 24,157 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 24,307 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 7,055 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| PPG INDS INC | COM | 693506107 | 27,673 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 | 2,542 | 747,600 | SH | SOLE | 747,600 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 15,817 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 21,910 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| SAIA INC | COM | 78709Y105 | 8,550 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 12,553 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 17,377 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 26,766 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 16,116 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 21,375 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||