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 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | BBG001V0T5F3 | 10,179,000 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG00ZNLTFL2 | 21,346,059 | 337,968 | SH | SOLE | 337,968 | 0 | 0 | ||
| BLOCK H & R INC | COM | 093671105 | BBG001S5S031 | 10,751,250 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | BBG001S5P294 | 13,530,000 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | BBG001S9CFC7 | 12,429,200 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | BBG0074Q3NL5 | 10,006,050 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| CALLON PETE CO DEL | COM | 13123X508 | BBG001SB5DH0 | 5,183,200 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | BBG001S5Q6R4 | 30,971,590 | 137,000 | SH | SOLE | 137,000 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG001SC07Z6 | 10,631,075 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| MONARCH CASINO & RESORT INC | COM | 609027107 | BBG001S7DVP1 | 8,777,580 | 118,376 | SH | SOLE | 118,376 | 0 | 0 | ||
| MR COOPER GROUP INC | COM | 62482R107 | BBG002V09956 | 8,603,700 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | BBG001S5TWW8 | 11,655,000 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | BBG001SQ7PD2 | 18,202,000 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| RH | COM | 74967X103 | BBG002293Q93 | 4,871,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | BBG003RY97L1 | 9,503,050 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| SHELL PLC | SPON ADS | 780259305 | BBG0147BN6H1 | 5,466,300 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | BBG001S7FKS0 | 8,166,900 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | BBG006K8P6F9 | 14,539,985 | 510,354 | SH | SOLE | 510,354 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | BBG001S5XL75 | 12,136,500 | 465,000 | SH | SOLE | 465,000 | 0 | 0 | ||
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | BBG01103B480 | 12,464,750 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| VONTIER CORPORATION | COM | 928881101 | BBG00RRGSKH2 | 10,115,800 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | BBG001SCRP78 | 13,908,600 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||