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 |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | BBG001SH4LQ0 | 19,419,398 | 170,600 | SH | SOLE | 170,600 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | BBG001T53FW2 | 13,825,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG00ZNLTFL2 | 7,896,008 | 87,968 | SH | SOLE | 87,968 | 0 | 0 | ||
| BLOCK H & R INC | COM | 093671105 | BBG001S5S031 | 6,200,640 | 144,000 | SH | SOLE | 144,000 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | BBG001S5P294 | 24,379,400 | 308,600 | SH | SOLE | 308,600 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | BBG001S9CFC7 | 19,831,257 | 159,300 | SH | SOLE | 159,300 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | BBG0074Q3NL5 | 14,187,735 | 306,100 | SH | SOLE | 306,100 | 0 | 0 | ||
| CALLON PETE CO DEL | COM | 13123X508 | BBG001SB5DH0 | 10,562,400 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | BBG001S5Q6R4 | 18,104,126 | 69,830 | SH | SOLE | 69,830 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | BBG001SPT759 | 5,550,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | BBG0134WCMB3 | 10,009,600 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | BBG001SP8VM0 | 10,461,605 | 101,500 | SH | SOLE | 101,500 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | BBG001SBGSZ5 | 25,313,950 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
| MONARCH CASINO & RESORT INC | COM | 609027107 | BBG001S7DVP1 | 8,381,575 | 134,969 | SH | SOLE | 134,969 | 0 | 0 | ||
| MR COOPER GROUP INC | COM | 62482R107 | BBG002V09956 | 11,660,012 | 217,700 | SH | SOLE | 217,700 | 0 | 0 | ||
| NOV INC | COM | 62955J103 | BBG001S6HFR2 | 12,540,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | BBG001S5TWW8 | 10,245,900 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | BBG001SQ7PD2 | 15,468,894 | 113,400 | SH | SOLE | 113,400 | 0 | 0 | ||
| POLARIS INC | COM | 731068102 | BBG001S7HWZ4 | 10,414,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | BBG003RY97L1 | 15,322,625 | 331,300 | SH | SOLE | 331,300 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | INDL | 81369Y704 | BBG001S7T232 | 1,875,530 | 18,500 | SH | SOLE | 18,500 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | BBG001S7TCZ5 | 1,508,156 | 9,200 | SH | SOLE | 9,200 | 0 | 0 | ||
| SELECT WATER SOLUTIONS INC | CL A COM | 81617J301 | BBG00G4Y2F27 | 4,372,500 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| SHELL PLC | SPON ADS | 780259305 | BBG0147BN6H1 | 7,307,130 | 113,500 | SH | SOLE | 113,500 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | BBG006K8P6F9 | 3,498,704 | 112,354 | SH | SOLE | 112,354 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | BBG001S5XL75 | 3,556,560 | 109,500 | SH | SOLE | 109,500 | 0 | 0 | ||
| VONTIER CORPORATION | COM | 928881101 | BBG00RRGSKH2 | 13,141,000 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||