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Appian Way Asset Management

Filed: 16 May 22, 4:27pm

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
Expires:Oct 31, 2018
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ARMSTRONG WORLD INDS INC NEWCOM04247X1023,90643,400SH SOLE 43,40000
ASHLAND GLOBAL HLDGS INCCOM0441861048,84489,867SH SOLE 89,86700
AVERY DENNISON CORPCOM05361110935,455203,801SH SOLE 203,80100
AXALTA COATING SYS LTDCOMG0750C1086,202252,300SH SOLE 252,30000
AZEK CO INCCL A05478C1055,435218,809SH SOLE 218,80900
BUILDERS FIRSTSOURCE INCCOM12008R1071,87829,094SH SOLE 29,09400
CATERPILLAR INCCOM1491231011,9618,800SH SOLE 8,80000
CELANESE CORP DELCOM1508701031,94313,600SH SOLE 13,60000
CHART INDS INCCOM16115Q3082,37013,800SH SOLE 13,80000
CLIMATE REAL IMPACT SLUTINS*W EXP 01/29/202187171111613,766SH SOLE 13,76600
CSX CORPCOM1264081033,70098,800SH SOLE 98,80000
DARIOHEALTH CORPCOM NEW23725P2095,539948,487SH SOLE 948,48700
DEERE & COCOM2441991056,14914,800SH SOLE 14,80000
ELEMENT SOLUTIONS INCCOM28618M1067,941362,600SH SOLE 362,60000
FIRST SOLAR INCCOM3364331071,00512,000SH SOLE 12,00000
FLUOR CORP NEWCOM34341210291231,798SH SOLE 31,79800
FORTUNE BRANDS HOME & SEC INCOM34964C1066,15082,800SH SOLE 82,80000
INTERNATIONAL FLAVORS&FRAGRACOM4595061013,20424,400SH SOLE 24,40000
KB HOMECOM48666K1093,963122,400SH SOLE 122,40000
LANDCADIA HOLDINGS IV INCUNIT 05/01/202551477A20311111,208SH SOLE 11,20800
LINDE PLCSHSG5494J10312,43938,942SH SOLE 38,94200
LOUISIANA PAC CORPCOM54634710510,308165,932SH SOLE 165,93200
MARTIN MARIETTA MATLS INCCOM5732841066,62417,209SH SOLE 17,20900
MASCO CORPCOM57459910611,127218,170SH SOLE 218,17000
MASTEC INCCOM5763231099,246106,151SH SOLE 106,15100
NUTRIEN LTDCOM67077M1088,28679,678SH SOLE 79,67800
OLIN CORPCOM PAR $168066520522,595432,188SH SOLE 432,18800
PACTIV EVERGREEN INCCOM69526K10529829,591SH SOLE 29,59100
PILGRIMS PRIDE CORPCOM72147K1086,257249,300SH SOLE 249,30000
PONTEM CORPORATION*W EXP 01/05/202G7170712233100,000SH SOLE 100,00000
PURECYCLE TECHNOLOGIES INCCOM74623V103895111,875SH SOLE 111,87500
SYLVAMO CORPCOMMON STOCK8713321025,816174,763SH SOLE 174,76300
TRITIUM DCFC LIMITED*W EXP 01/13/202Q9225T1167924,658SH SOLE 24,65800
TRONOX HOLDINGS PLCSHSG9087Q1026,212313,878SH SOLE 313,87800
WESTLAKE CORPORATIONCOM9604131021,97416,000SH SOLE 16,00000
WESTROCK COCOM96145D10511,047234,900SH SOLE 234,90000