Have gone through it but before I give my comments please do understand I am not SEBI registered advisor.
Your stock selection broadly looks fine and I do have some of them in my pf. I have not studied in detail about JK paper and Chamanlal because it is not in my investing list universe. I personally avoid cyclical for long term pf. I don’t know your investing experience but I hope you know the pros and cons of concentration. I prefer diversification and practicing it for many years. IMO if your experience is less than a decade then go for diversification and consistent business performance. All the best.