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 | 9,453 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 13,623 | 292,968 | SH | SOLE | 292,968 | 0 | 0 | ||
| BLOCK H & R INC | COM | 093671105 | 5,105 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 11,502 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 7,693 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 12,763 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 19,738 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 10,162 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| CURO GROUP HOLDINGS CORP | COM | 23131L107 | 1,943 | 484,426 | SH | SOLE | 484,426 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 5,051 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| EASTMAN CHEM CO | COM | 277432100 | 14,565 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 4,685 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FORD MTR CO DEL | COM | 345370860 | 5,656 | 505,000 | SH | SOLE | 505,000 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 11,292 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| MONARCH CASINO & RESORT INC | COM | 609027107 | 8,441 | 150,358 | SH | SOLE | 150,358 | 0 | 0 | ||
| MR COOPER GROUP INC | COM | 62482R107 | 7,088 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 14,579 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 10,455 | 133,000 | SH | SOLE | 133,000 | 0 | 0 | ||
| RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 11,070 | 63,473 | SH | SOLE | 63,473 | 0 | 0 | ||
| RH | COM | 74967X103 | 4,306 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 7,539 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 22,255 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SHELL PLC | SPON ADS | 780259305 | 9,206 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 8,864 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | 12,459 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 7,882 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 13,132 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||