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 |
| 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 | |