The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| DOVER CORP | COM | 260003108 | 7,998,120 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | |||
| EMERSON ELEC CO | COM | 291011104 | 13,626,200 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| FASTENAL CO | COM | 311900104 | 7,448,550 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | |||
| FLOWSERVE CORP | COM | 34354P105 | 10,923,300 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | |||
| HUBBELL INC | COM | 443510607 | 8,223,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 6,465,440 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | |||
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 | 12,300,000 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | |||
| NABORS INDUSTRIES LTD | SHS | G6359F137 | 6,122,250 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| ORION S.A. | COM | L72967109 | 18,163,150 | 655,000 | SH | SOLE | 655,000 | 0 | 0 | |||
| RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 15,336,400 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | |||
| TECK RESOURCES LTD | CL B | 878742204 | 10,778,850 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | |||
| TENARIS S A | SPONSORED ADS | 88031M109 | 11,470,800 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | |||
| TERADYNE INC | COM | 880770102 | 9,224,200 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||