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
ADVANCE AUTO PARTS INC COM 00751Y106 58,122 369,004 SH   SOLE   369,004 0 0
CARDINAL HEALTH INC COM 14149Y108 19,373 361,700 SH   SOLE   361,700 0 0
CHAMPIONX CORPORATION COM 15872M104 27,898 1,823,414 SH   SOLE   1,823,414 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 32,599 654,200 SH   SOLE   654,200 0 0
DISCOVER FINL SVCS COM 254709108 73,329 810,000 SH   SOLE   810,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 23,983 765,016 SH   SOLE   765,016 0 0
LINCOLN NATL CORP IND COM 534187109 50,669 1,007,130 SH   SOLE   1,007,130 0 0
MAGNA INTL INC COM 559222401 62,757 886,400 SH   SOLE   886,400 0 0
MOSAIC CO NEW COM 61945C103 29,938 1,301,100 SH   SOLE   1,301,100 0 0
OLIN CORP COM PAR $1 680665205 82,068 3,341,529 SH   SOLE   3,341,529 0 0
PERSPECTA INC COM 715347100 22,284 925,400 SH   SOLE   925,400 0 0
PHILLIPS 66 COM 718546104 46,718 667,968 SH   SOLE   667,968 0 0
PREMIER INC CL A 74051N102 13,956 397,613 SH   SOLE   397,613 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 44,645 113,897 SH   SOLE   113,897 0 0
VIAD CORP COM NEW 92552R406 15,796 436,721 SH   SOLE   436,721 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 16,989 378,722 SH   SOLE   378,722 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 58,239 979,800 SH   SOLE   979,800 0 0