| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| APTV | APTIV PLC | 22.32% | 763,955 | $46,203,998 | 155,700 | 25.6% | $60.48 | 13F |
| GTLS | CHART INDS INC | 21.08% | 228,670 | $43,639,383 | -200,400 | -46.71% | $190.84 | 13F |
| WFRD | WEATHERFORD INTL PLC | 15.16% | 438,109 | $31,381,748 | 157,000 | 55.85% | $71.63 | 13F |
| OSK | OSHKOSH CORP | 10.56% | 230,000 | $21,866,100 | 230,000 | New | $95.07 | 13F |
| DAR | DARLING INGREDIENTS INC | 9.59% | 589,050 | $19,845,095 | 589,050 | New | $33.69 | 13F |
| FMC | FMC CORP | 7.54% | 321,000 | $15,603,810 | 321,000 | New | $48.61 | 13F |
| GT | GOODYEAR TIRE & RUBR CO | 5.7% | 1,311,485 | $11,803,365 | 1,311,485 | New | $9 | 13F |
| TEX | TEREX CORP NEW | 3.46% | 155,000 | $7,164,100 | -470,038 | -75.2% | $46.22 | 13F |
| WCC | WESCO INTL INC | 2.84% | 32,500 | $5,881,200 | -161,500 | -83.25% | $180.96 | 13F |
| HUN | HUNTSMAN CORP | 1.74% | 200,000 | $3,606,000 | No Change | $18.03 | 13F | |
| PTEN | PATTERSON-UTI ENERGY INC | -1,750,000 | Exited | 13F |