The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
SMITH A O CORP COM 831865209 2,730 57,222 SH   SOLE   2,730 0 0
ASHLAND GLOBAL HLDGS IN COM 044186104 1,462 18,979 SH   SOLE   1,462 0 0
AXALTA COATING SYS LTD COM G0750C108 5,645 187,241 SH   SOLE   5,645 0 0
BOEING CO COM 097023105 9,480 24,916 SH   SOLE   9,480 0 0
BORGWARNER INC COM 099724106 5,578 152,070 SH   SOLE   5,578 0 0
CARLISLE COS INC COM 142339100 2,603 17,888 SH   SOLE   2,603 0 0
CNH INDL N V SHS N20944109 13,570 1,336,963 SH   SOLE   13,570 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 1,315 28,532 SH   SOLE   1,315 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 5,459 94,768 SH   SOLE   5,459 0 0
DOW INC COM 260557103 4,194 88,009 SH   SOLE   4,194 0 0
DUPONT DE NEMOURS INC COM 26614N102 7,010 98,303 SH   SOLE   7,010 0 0
GARDNER DENVER HLDGS INC COM 36555P107 13,581 480,074 SH   SOLE   13,581 0 0
GENERAL MTRS CO COM 37045V100 2,848 75,984 SH   SOLE   2,848 0 0
HONEYWELL INTL INC COM 438516106 12,660 74,823 SH   SOLE   12,660 0 0
INGERSOLL-RAND PLC SHS G47791101 9,874 80,140 SH   SOLE   9,874 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4,198 34,216 SH   SOLE   4,198 0 0
ITT INC COM 45073V108 10,936 178,720 SH   SOLE   10,936 0 0
L3 TECHNOLOGIES INC COM 502413107 13,490 64,658 SH   SOLE   13,490 0 0
MERITOR INV COM 59001K100 2,712 146,588 SH   SOLE   2,712 0 0
NVENT ELECTRIC PLC SHS G6700G107 1,334 60,547 SH   SOLE   1,334 0 0
OSHKOSH CORP COM 688239201 2,747 36,234 SH   SOLE   2,747 0 0
PARKER HANNIFIN CORP COM 701094104 11,159 61,787 SH   SOLE   11,159 0 0
RAYTHEON CO COM NEW 755111507 2,886 14,712 SH   SOLE   2,886 0 0
REXNORD CORP NEW COM NEW 76169B102 2,670 98,688 SH   SOLE   2,670 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 1,412 20,563 SH   SOLE   1,412 0 0
TEXTRON INC COM 883203101 5,430 110,912 SH   SOLE   5,430 0 0
TIMKEN CO COM 887389104 4,103 94,301 SH   SOLE   4,103 0 0
UNITED RENTALS INC COM 911363109 8,321 66,763 SH   SOLE   8,321 0 0
UNITED TECHNOLOGIES CORP COM 913017109 13,551 99,261 SH   SOLE   13,551 0 0
WERNER ENTERPRISES INC COM 950755108 7,063 200,078 SH   SOLE   7,063 0 0
WESTROCK CO COM 96145D105 7,116 195,222 SH   SOLE   7,116 0 0
GRACE W R & CO DEL NEW COM 38388F108 2,631 39,416 SH   SOLE   2,631 0 0