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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 7,327 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 9,548 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 7,818 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | 40,006 | 274,880 | SH | SOLE | 274,880 | 0 | 0 | ||
| COMPASS MINERALS INTL INC | COM | 20451N101 | 4,598 | 81,400 | SH | SOLE | 81,400 | 0 | 0 | ||
| COTT CORP QUE | COM | 22163N106 | 4,838 | 388,008 | SH | SOLE | 388,008 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 13,360 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 22,687 | 414,761 | SH | SOLE | 414,761 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 39,348 | 260,000 | SH | Call | SOLE | 260,000 | 0 | 0 | |
| JACOBS ENGR GROUP INC | COM | 469814107 | 18,226 | 199,190 | SH | SOLE | 199,190 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 4,952 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 10,437 | 186,869 | SH | SOLE | 186,869 | 0 | 0 | ||
| MANITOWOC CO INC | COM NEW | 563571405 | 5,125 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 5,393 | 19,674 | SH | SOLE | 19,674 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 25,134 | 139,900 | SH | SOLE | 139,900 | 0 | 0 | ||
| OSHKOSH CORP | COM | 688239201 | 18,344 | 242,011 | SH | SOLE | 242,011 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 19,520 | 308,865 | SH | SOLE | 308,865 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 5,296 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | 6,005 | 270,500 | SH | SOLE | 270,500 | 0 | 0 | ||
| TEXTRON INC | COM | 883203101 | 7,331 | 149,730 | SH | SOLE | 149,730 | 0 | 0 | ||
| THOR INDS INC | COM | 885160101 | 3,795 | 67,000 | SH | SOLE | 67,000 | 0 | 0 | ||
| TOPBUILD CORP | COM | 89055F103 | 5,786 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| UNITED AIRLINES HLDGS INC | COM | 910047109 | 17,002 | 192,305 | SH | SOLE | 192,305 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 35,548 | 285,205 | SH | SOLE | 285,205 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 9,210 | 60,895 | SH | SOLE | 60,895 | 0 | 0 | ||