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 |
| APTIV PLC | SHS | G6095L109 | 26,721 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| BALL CORP | COM | 058498106 | 39,743 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| BEST BUY INC | COM | 086516101 | 28,073 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| CAMPING WORLD HLDGS INC | CL A | 13462K109 | 38,244 | 855,000 | SH | SOLE | 855,000 | 0 | 0 | ||
| CATERPILLAR INC DEL | COM | 149123101 | 38,056 | 241,500 | SH | SOLE | 241,500 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 7,924 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| CSX CORP | COM | 126408103 | 17,053 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 24,686 | 157,730 | SH | SOLE | 157,730 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 50,750 | 447,930 | SH | SOLE | 447,930 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 30,793 | 293,100 | SH | SOLE | 293,100 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 52,530 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| GENERAL DYNAMICS CORP | COM | 369550108 | 26,449 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 12,218 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| KIRBY CORP | COM | 497266106 | 20,708 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| LEIDOS HLDGS INC | COM | 525327102 | 37,709 | 584,000 | SH | SOLE | 584,000 | 0 | 0 | ||
| LINCOLN ELEC HLDGS INC | COM | 533900106 | 13,737 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 66,270 | 299,810 | SH | SOLE | 299,810 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 19,515 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| OSHKOSH CORP | COM | 688239201 | 51,807 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
| RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 8,279 | 96,500 | SH | SOLE | 96,500 | 0 | 0 | ||
| STEEL DYNAMICS INC | COM | 858119100 | 19,409 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| STEEL DYNAMICS INC | COM | 858119100 | 21,565 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| TJX COS INC NEW | COM | 872540109 | 26,379 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
| TRINITY INDS INC | COM | 896522109 | 15,359 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 34,196 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 23,590 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 13,570 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 48,139 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 80,231 | 625,000 | SH | Call | SOLE | 625,000 | 0 | 0 | |
| WABCO HLDGS INC | COM | 92927K102 | 24,269 | 169,120 | SH | SOLE | 169,120 | 0 | 0 | ||