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 |
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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 |
BAKER HUGHES COMPANY | CL A | 05722G100 | 13,229,440 | 448,000 | SH | SOLE | 448,000 | 0 | 0 | ||
DOVER CORP | COM | 260003108 | 17,332,480 | 128,000 | SH | SOLE | 128,000 | 0 | 0 | ||
FASTENAL CO | COM | 311900104 | 16,656,640 | 352,000 | SH | SOLE | 352,000 | 0 | 0 | ||
FLOWSERVE CORP | COM | 34354P105 | 14,879,800 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 16,895,340 | 198,000 | SH | SOLE | 198,000 | 0 | 0 | ||
NOBLE CORP PLC | ORD SHS A | G65431127 | 8,069,940 | 214,000 | SH | SOLE | 214,000 | 0 | 0 | ||
ORION ENGINEERED CARBONS S A | COM | L72967109 | 20,125,300 | 1,130,000 | SH | SOLE | 1,130,000 | 0 | 0 | ||
PARKER-HANNIFIN CORP | COM | 701094104 | 18,624,000 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 10,840,200 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
TECHNIPFMC PLC | COM | G87110105 | 4,827,240 | 396,000 | SH | SOLE | 396,000 | 0 | 0 | ||
TECK RESOURCES LTD | CL B | 878742204 | 19,817,680 | 524,000 | SH | SOLE | 524,000 | 0 | 0 | ||
TPI COMPOSITES INC | COM | 87266J104 | 2,180,100 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
VERRA MOBILITY CORP | CL A COM STK | 92511U102 | 8,574,600 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
WEATHERFORD INTL PLC | ORD SHS | G48833118 | 5,142,920 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
WESCO INTL INC | COM | 95082P105 | 9,390,000 | 75,000 | SH | SOLE | 75,000 | 0 | 0 |