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 |
| ARDAGH METAL PACKAGING S A | SHS | L02235106 | 8,582,400 | 2,235,000 | SH | SOLE | 2,235,000 | 0 | 0 | |||
| BEACON ROOFING SUPPLY INC | COM | 073685109 | 8,353,920 | 96,000 | SH | SOLE | 96,000 | 0 | 0 | |||
| BEAZER HOMES USA INC | COM NEW | 07556Q881 | 10,137,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| BLUE BIRD CORP | COM | 095306106 | 7,279,200 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | |||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 12,186,620 | 73,000 | SH | SOLE | 73,000 | 0 | 0 | |||
| CONSTELLIUM SE | CL A SHS | F21107101 | 9,620,720 | 482,000 | SH | SOLE | 482,000 | 0 | 0 | |||
| MASTERBRAND INC | COMMON STOCK | 57638P104 | 14,300,550 | 963,000 | SH | SOLE | 963,000 | 0 | 0 | |||
| OVERSEAS SHIPHOLDING GROUP I | CL A NEW | 69036R863 | 2,951,200 | 560,000 | SH | SOLE | 560,000 | 0 | 0 | |||
| OWENS CORNING NEW | COM | 690742101 | 10,820,790 | 73,000 | SH | SOLE | 73,000 | 0 | 0 | |||
| REX AMERICAN RES CORP | COM | 761624105 | 7,946,400 | 168,000 | SH | SOLE | 168,000 | 0 | 0 | |||