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
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hours per response: 23.8
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
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 8,032,868 70,600 SH   SOLE   70,600 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001V0T5F3 4,545,030 80,500 SH   SOLE   80,500 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 BBG001T53FW2 10,776,800 190,000 SH   SOLE   190,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 13,669,722 177,968 SH   SOLE   177,968 0 0
BLOCK H & R INC COM 093671105 BBG001S5S031 7,616,930 239,000 SH   SOLE   239,000 0 0
BRUNSWICK CORP COM 117043109 BBG001S5P294 21,105,504 243,600 SH   SOLE   243,600 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG001S9CFC7 8,744,800 64,300 SH   SOLE   64,300 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 BBG0074Q3NL5 13,053,417 256,100 SH   SOLE   256,100 0 0
CALLON PETE CO DEL COM 13123X508 BBG001SB5DH0 11,047,050 315,000 SH   SOLE   315,000 0 0
CARLISLE COS INC COM 142339100 BBG001S5Q6R4 16,630,840 64,830 SH   SOLE   64,830 0 0
EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 14,384,785 131,500 SH   SOLE   131,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 28,090,500 150,000 SH Call SOLE   150,000 0 0
MOHAWK INDS INC COM 608190104 BBG001SBGSZ5 25,790,000 250,000 SH   SOLE   250,000 0 0
MOHAWK INDS INC COM 608190104 BBG001SBGSZ5 20,632,000 200,000 SH Call SOLE   200,000 0 0
MONARCH CASINO & RESORT INC COM 609027107 BBG001S7DVP1 9,838,483 139,652 SH   SOLE   139,652 0 0
MR COOPER GROUP INC COM 62482R107 BBG002V09956 17,607,528 347,700 SH   SOLE   347,700 0 0
OLIN CORP COM PAR $1 680665205 BBG001S5TWW8 16,187,850 315,000 SH   SOLE   315,000 0 0
OWENS CORNING NEW COM 690742101 BBG001SQ7PD2 20,018,700 153,400 SH   SOLE   153,400 0 0
RH COM 74967X103 BBG002293Q93 7,152,103 21,700 SH   SOLE   21,700 0 0
SEAWORLD ENTMT INC COM 81282V100 BBG003RY97L1 7,914,213 141,300 SH   SOLE   141,300 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 1,738,600 10,000 SH   SOLE   10,000 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 8,362,630 138,500 SH   SOLE   138,500 0 0
SIGNET JEWELERS LIMITED SHS G81276100 BBG001S7FKS0 12,294,984 188,400 SH   SOLE   188,400 0 0
SUMMIT MATLS INC CL A 86614U100 BBG006K8P6F9 8,605,349 227,354 SH   SOLE   227,354 0 0
UNITED STATES STL CORP NEW COM 912909108 BBG001S5XL75 10,241,595 409,500 SH   SOLE   409,500 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 BBG01103B480 5,316,150 305,000 SH   SOLE   305,000 0 0
VONTIER CORPORATION COM 928881101 BBG00RRGSKH2 7,247,250 225,000 SH   SOLE   225,000 0 0
WESCO INTL INC COM 95082P105 BBG001SCRP78 7,345,937 41,025 SH   SOLE   41,025 0 0