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 |
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 33,409,608 | 539,648 | SH | SOLE | 539,648 | 0 | 0 | |||
| CHEMOURS CO | COM | 163851108 | 24,271,525 | 865,295 | SH | SOLE | 865,295 | 0 | 0 | |||
| DISCOVER FINL SVCS | COM | 254709108 | 32,517,697 | 375,363 | SH | SOLE | 375,363 | 0 | 0 | |||
| GRIFFON CORP | COM | 398433102 | 1,527,017 | 38,493 | SH | SOLE | 38,493 | 0 | 0 | |||
| REGIONAL MGMT CORP | COM | 75902K106 | 7,514,317 | 271,471 | SH | SOLE | 271,471 | 0 | 0 | |||
| SEALED AIR CORP NEW | COM | 81211K100 | 10,635,468 | 323,660 | SH | SOLE | 323,660 | 0 | 0 | |||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 26,464,498 | 368,535 | SH | SOLE | 368,535 | 0 | 0 | |||
| SYNCHRONY FINANCIAL | COM | 87165B103 | 19,054,678 | 623,313 | SH | SOLE | 623,313 | 0 | 0 | |||
| TARGET HOSPITALITY CORP | COM | 87615L107 | 3,677,363 | 231,572 | SH | SOLE | 231,572 | 0 | 0 | |||
| TD SYNNEX CORPORATION | COM | 87162W100 | 25,535,500 | 255,713 | SH | SOLE | 255,713 | 0 | 0 | |||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 16,480,077 | 250,115 | SH | SOLE | 250,115 | 0 | 0 | |||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 6,319,663 | 470,213 | SH | SOLE | 470,213 | 0 | 0 | |||