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 |
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 3,280,977 | 119,700 | SH | Call | SOLE | 119,700 | 0 | 0 | ||
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 4,200,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 4,989,100 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| MASTEC INC | COM | 576323109 | 10,222,200 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | |||
| QUANTA SVCS INC | COM | 74762E102 | 6,304,165 | 29,213 | SH | SOLE | 29,213 | 0 | 0 | |||
| SCOTTS MIRACLE-GRO CO | CL A | 810186106 | 842,966 | 13,223 | SH | SOLE | 13,223 | 0 | 0 | |||
| VULCAN MATLS CO | COM | 929160109 | 5,675,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||