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
Estimated average burden
hours per response: 23.8
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
AMAZON COM INC COM 023135106 15,470 5,000 SH   SOLE   5,000 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 12,597 267,968 SH   SOLE   267,968 0 0
ATHENE HOLDING LTD CL A G0684D107 22,221 440,900 SH   SOLE   440,900 0 0
BOEING CO COM 097023105 12,991 51,000 SH   SOLE   51,000 0 0
CARLISLE COS INC COM 142339100 28,802 175,000 SH   SOLE   175,000 0 0
FMC CORP COM NEW 302491303 12,167 110,000 SH   SOLE   110,000 0 0
GENERAL DYNAMICS CORP COM 369550108 14,525 80,000 SH   SOLE   80,000 0 0
MONARCH CASINO & RESORT INC COM 609027107 6,071 100,147 SH   SOLE   100,147 0 0
OSHKOSH CORP COM 688239201 13,067 110,122 SH   SOLE   110,122 0 0
PATTERSON COS INC COM 703395103 13,739 430,000 SH   SOLE   430,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 17,223 113,094 SH   SOLE   113,094 0 0
SCHLUMBERGER LTD COM 806857108 6,798 250,000 SH   SOLE   250,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 17,025 500,000 SH Call SOLE   500,000 0 0
STEEL DYNAMICS INC COM 858119100 13,705 270,000 SH   SOLE   270,000 0 0
TEXTRON INC COM 883203101 4,206 75,000 SH   SOLE   75,000 0 0
VONTIER CORPORATION COM 928881101 14,150 467,460 SH   SOLE   467,460 0 0
WABTEC COM 929740108 13,853 175,000 SH   SOLE   175,000 0 0
WESCO INTL INC COM 95082P105 15,575 180,000 SH   SOLE   180,000 0 0