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 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | BBG001V0T5F3 | 7,488,000 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG00ZNLTFL2 | 13,904,179 | 217,968 | SH | SOLE | 217,968 | 0 | 0 | ||
| BLOCK H & R INC | COM | 093671105 | BBG001S5S031 | 8,944,950 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | BBG001S89N72 | 8,061,120 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | BBG001S7F4D2 | 4,427,500 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | BBG001S5P294 | 16,218,000 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | BBG001S9CFC7 | 19,464,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | BBG0074Q3NL5 | 9,984,000 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| CALLON PETE CO DEL | COM | 13123X508 | BBG001SB5DH0 | 6,676,200 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | BBG001S5Q6R4 | 26,392,800 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | BBG001T8LMY9 | 7,472,700 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| MONARCH CASINO & RESORT INC | COM | 609027107 | BBG001S7DVP1 | 6,564,868 | 85,380 | SH | SOLE | 85,380 | 0 | 0 | ||
| MR COOPER GROUP INC | COM | 62482R107 | BBG002V09956 | 10,835,100 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | BBG001S5TWW8 | 10,323,300 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | BBG001SQ7PD2 | 16,633,500 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | BBG001S81M27 | 7,788,474 | 38,473 | SH | SOLE | 38,473 | 0 | 0 | ||
| RH | COM | 74967X103 | BBG002293Q93 | 7,347,725 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| SHELL PLC | SPON ADS | 780259305 | BBG0147BN6H1 | 5,979,750 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | BBG001S7FKS0 | 9,520,000 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 114,729,000 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| SUMMIT MATLS INC | CL A | 86614U100 | BBG006K8P6F9 | 9,804,600 | 345,354 | SH | SOLE | 345,354 | 0 | 0 | ||
| THOR INDS INC | COM | 885160101 | BBG001S5WPH6 | 7,926,450 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | BBG001S5XL75 | 7,890,750 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | BBG01103B480 | 12,165,200 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| VONTIER CORPORATION | COM | 928881101 | BBG00RRGSKH2 | 7,442,050 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | BBG001SCRP78 | 20,658,000 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||