Product description
Symbol | Cusip | Name | Amount | Value | Title Of Class | Pay of profile | |
---|---|---|---|---|---|---|---|
000361105 | 000361105 | AAR Corp. | 80000.0 | 4992000.0 | CORP | Long | |
095306106 | 095306106 | Blue Bird Corp. | 160000.0 | 4313600.0 | CORP | Long | |
126408103 | 126408103 | CSX Corporation | 33000.0 | 1144110.0 | CORP | Long | |
011311107 | 011311107 | Alamo Group Inc | 12000.0 | 2522280.0 | CORP | Long | |
G9456A100 | G9456A100 | Golar LNG Limited | 155000.0 | 3563450.0 | CORP | Long | |
15872M104 | 15872M104 | ChampionX Corporation | 100000.0 | 2921000.0 | CORP | Long | |
62955J103 | 62955J103 | NOV Inc. | 160000.0 | 3244800.0 | CORP | Long | |
98980A105 | 98980A105 | ZTO Express (Cayman) Inc. | 85000.0 | 1808800.0 | CORP | Long | |
984245100 | 984245100 | YPF Sociedad Anonima | 240000.0 | 4125600.0 | CORP | Long | |
980745103 | 980745103 | Woodward Governor | 23000.0 | 3130990.0 | CORP | Long | |
92204A306 | 92204A306 | Vanguard World Fds | 10000.0 | 1172800.0 | RF | Long | |
907818108 | 907818108 | Union Pacific Corporation | 11500.0 | 2824630.0 | CORP | Long | |
88162F105 | 88162F105 | TETRA Technologies Inc. | 400000.0 | 1808000.0 | CORP | Long | |
867224107 | 867224107 | Suncor Energy Inc. | 84000.0 | 2691360.0 | CORP | Long | |
845467109 | 845467109 | Southwestern Energy Company | 500000.0 | 3275000.0 | CORP | Long | |
844741108 | 844741108 | Southwest Airlines Co. | 103000.0 | 2974640.0 | CORP | Long | |
833635105 | 833635105 | Sociedad Quimica y Minera de Chile S A | 20000.0 | 1204400.0 | CORP | Long | |
78709Y105 | 78709Y105 | Saia Inc | 8500.0 | 3724870.0 | CORP | Long | |
703481101 | 703481101 | Patterson-UTI Energy Inc. | 400000.0 | 4320000.0 | CORP | Long | |
688239201 | 688239201 | Oshkosh Corporation | 30500.0 | 3306505.0 | CORP | Long | |
679580100 | 679580100 | Old Dominion Freight Line Inc. | 7100.0 | 2877843.0 | CORP | Long | |
67058H102 | 67058H102 | NuStar Energy LP | 160000.0 | 2988800.0 | CORP | Long | |
576323109 | 576323109 | Mastec, Inc. | 13500.0 | 1022220.0 | CORP | Long | |
574599106 | 574599106 | Masco Corporation | 50000.0 | 3349000.0 | CORP | Long | |
53814L108 | 53814L108 | Livent Corporation | 80000.0 | 1438400.0 | CORP | Long | |
483007704 | 483007704 | Kaiser Aluminium Corporation | 15000.0 | 1067850.0 | CORP | Long | |
477143101 | 477143101 | JetBlue Airways Corporation | 475000.0 | 2636250.0 | CORP | Long | |
428291108 | 428291108 | Hexcel Corporation | 15000.0 | 1106250.0 | CORP | Long | |
404030108 | 404030108 | H&E Equipment Services, Inc. | 46000.0 | 2406720.0 | CORP | Long | |
393657101 | 393657101 | The Greenbrier Companies, Inc. | 50000.0 | 2209000.0 | CORP | Long | |
31846V336 | 31846V336 | First American Funds Inc. | 1834276.8299999998 | 1834276.83 | RF | Long | |
293792107 | 293792107 | Enterprise Products Partners L.P. | 167000.0 | 4400450.0 | CORP | Long | |
23291C103 | 23291C103 | DMC Global Inc. | 150000.0 | 2823000.0 | CORP | Long | |
163851108 | 163851108 | The Chemours Company LLC | 90000.0 | 2838600.0 | CORP | Long | |
151290889 | 151290889 | CEMEX S.A.B. de C.V. | 520000.0 | 4030000.0 | CORP | Long | |
13646K108 | 13646K108 | Canadian Pacific Kansas City Ltd. | 14000.0 | 1106840.0 | CORP | Long | |
136375102 | 136375102 | Canadian National Railway Company | 20000.0 | 2512600.0 | CORP | Long | |
03957W106 | 03957W106 | Archrock Inc | 450000.0 | 6930000.0 | CORP | Long | |
04247X102 | 04247X102 | Armstrong World Industries, Inc. | 22000.0 | 2163040.0 | CORP | Long |