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 67,709 369,004 SH   SOLE   369,004 0 0
CARDINAL HEALTH INC COM 14149Y108 21,973 361,700 SH   SOLE   361,700 0 0
CHAMPIONX CORPORATION COM 15872M104 39,623 1,823,414 SH   SOLE   1,823,414 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 34,123 654,200 SH   SOLE   654,200 0 0
DISCOVER FINL SVCS COM 254709108 76,942 810,000 SH   SOLE   810,000 0 0
DOVER CORP COM 260003108 47,665 347,589 SH   SOLE   347,589 0 0
HILTON GRAND VACATIONS INC COM 43283X105 28,680 765,016 SH   SOLE   765,016 0 0
LINCOLN NATL CORP IND COM 534187109 62,714 1,007,130 SH   SOLE   1,007,130 0 0
MAGNA INTL INC COM 559222401 78,039 886,400 SH   SOLE   886,400 0 0
MOSAIC CO NEW COM 61945C103 41,128 1,301,100 SH   SOLE   1,301,100 0 0
OLIN CORP COM PAR $1 680665205 126,878 3,341,529 SH   SOLE   3,341,529 0 0
PERSPECTA INC COM 715347100 26,883 925,400 SH   SOLE   925,400 0 0
PHILLIPS 66 COM 718546104 54,466 667,968 SH   SOLE   667,968 0 0
PREMIER INC CL A 74051N102 13,459 397,613 SH   SOLE   397,613 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 9,389 22,698 SH   SOLE   22,698 0 0
TRAVEL PLUS LEISURE CO COM 894164102 23,163 378,722 SH   SOLE   378,722 0 0
VIAD CORP COM NEW 92552R406 1,833 45,170 SH   SOLE   45,170 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 68,370 979,800 SH   SOLE   979,800 0 0