The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 | 6,454,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| AIR PRODS & CHEMS INC | COM | 009158106 | 10,151,400 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| BAKER HUGHES COMPANY | CL A | 05722G100 | 5,332,600 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 6,513,300 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 8,559,360 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | |||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 6,711,300 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| CONSTRUCTION PARTNERS INC | COM CL A | 21044C107 | 3,096,100 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| CRH PLC | ORD | G25508105 | 4,811,040 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | |||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 5,263,500 | 87,000 | SH | SOLE | 87,000 | 0 | 0 | |||
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 | 5,170,360 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | |||
| EVERCORE INC | CLASS A | 29977A105 | 4,157,850 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| EVERUS CONSTR GROUP | COM | 300426103 | 4,273,750 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| GE VERNOVA INC | COM | 36828A101 | 9,867,900 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| GRANITE CONSTR INC | COM | 387328107 | 2,982,140 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | |||
| INTERNATIONAL PAPER CO | COM | 460146103 | 10,225,800 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | |||
| JOHNSON CTLS INTL PLC | SHS | G51502105 | 9,866,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| JONES LANG LASALLE INC | COM | 48020Q107 | 8,353,620 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | |||
| KNIFE RIVER CORP | COMMON STOCK | 498894104 | 4,167,240 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | |||
| MORNINGSTAR INC | COM | 617700109 | 5,388,160 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | |||
| S&P GLOBAL INC | COM | 78409V104 | 12,450,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| TC ENERGY CORP | COM | 87807B107 | 4,280,760 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | |||
| TIDEWATER INC NEW | COM | 88642R109 | 3,282,600 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| UL SOLUTIONS INC | CLASS A COM SHS | 903731107 | 5,237,400 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | |||
| UNIFIRST CORP MASS | COM | 904708104 | 3,079,620 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | |||
| UNION PAC CORP | COM | 907818108 | 7,981,400 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| WABTEC | COM | 929740108 | 8,721,140 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | |||
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 12,216,360 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | |||