The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
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 |