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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 7,306 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 12,506 | 257,968 | SH | SOLE | 257,968 | 0 | 0 | ||
| BLOCK H & R INC | COM | 093671105 | 6,181 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 18,364 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 7,175 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 13,403 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 13,157 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 9,575 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| CURO GROUP HOLDINGS CORP | COM | 23131L107 | 3,924 | 709,606 | SH | SOLE | 709,606 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 8,836 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| EASTMAN CHEM CO | COM | 277432100 | 9,426 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 5,690 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| FORD MTR CO DEL | COM | 345370860 | 7,513 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 10,933 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| MONARCH CASINO & RESORT INC | COM | 609027107 | 8,667 | 147,725 | SH | SOLE | 147,725 | 0 | 0 | ||
| MR COOPER GROUP INC | COM | 62482R107 | 1,837 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 19,438 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| OSHKOSH CORP | COM | 688239201 | 4,117 | 50,122 | SH | SOLE | 50,122 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 15,828 | 213,000 | SH | SOLE | 213,000 | 0 | 0 | ||
| RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 11,631 | 68,473 | SH | SOLE | 68,473 | 0 | 0 | ||
| RH | COM | 74967X103 | 10,613 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 5,185 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 15,873 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| SHELL PLC | SPON ADS | 780259305 | 4,968 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 10,692 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | 10,364 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | ||
| THOR INDS INC | COM | 885160101 | 3,737 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TREX CO INC | COM | 89531P105 | 7,891 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 7,880 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 10,349 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 20,885 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||