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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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
ALTICE USA INC CL A 02156K103 85,652 3,800,000 SH   SOLE   3,800,000 0 0
COMCAST CORP NEW CL A 20030N101 58,470 1,500,000 SH   SOLE   1,500,000 0 0
CONSTELLIUM SE CL A SHS F21107101 16,320 2,125,000 SH   SOLE   2,125,000 0 0
DARDEN RESTAURANTS INC COM 237194105 50,008 660,000 SH   SOLE   660,000 0 0
EAGLE MATERIALS INC COM 26969P108 214,522 3,055,000 SH   SOLE   3,055,000 0 0
FLEX LTD ORD Y2573F102 73,800 7,200,000 SH   SOLE   7,200,000 0 0
KBR INC COM 48242W106 67,650 3,000,000 SH   SOLE   3,000,000 0 0
LKQ CORP COM 501889208 87,115 3,325,000 SH   SOLE   3,325,000 0 0
GRAND CANYON ED INC COM 38526M106 63,371 700,000 SH   SOLE   700,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 43,019 1,700,000 SH   SOLE   1,700,000 0 0
OLIN CORP COM PAR $1 680665205 171,776 14,950,000 SH   SOLE   14,950,000 0 0
PG&E CORP COM 69331C108 59,429 6,700,000 SH   SOLE   6,700,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 37,695 690,000 SH   SOLE   690,000 0 0
SALESFORCE COM INC COM 79466L302 90,855 485,000 SH   SOLE   485,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 73,128 3,300,000 SH   SOLE   3,300,000 0 0
SYSCO CORP COM 871829107 17,218 315,000 SH   SOLE   315,000 0 0
2U INC COM 90214J101 52,794 1,390,775 SH   SOLE   1,390,775 0 0
UBER TECHNOLOGIES INC COM 90353T100 52,836 1,700,000 SH   SOLE   1,700,000 0 0
US FOODS HLDG CORP COM 912008109 88,740 4,500,000 SH   SOLE   4,500,000 0 0