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 |
| 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 | |||