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

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ARCHAEA ENERGY INC COM CL A 03940F103 7,573 487,617 SH   SOLE N/A 487,617 0 0
BERRY GLOBAL GROUP INC COM 08579W103 14,047 257,077 SH   SOLE N/A 257,077 0 0
CAPITAL ONE FINL CORP COM 14040H105 11,371 109,140 SH   SOLE N/A 109,140 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 17,501 426,747 SH   SOLE N/A 426,747 0 0
CHEMOURS CO COM 163851108 8,775 274,051 SH   SOLE N/A 274,051 0 0
CONTAINER STORE GROUP INC COM 210751103 1,766 283,388 SH   SOLE N/A 283,388 0 0
DESTINATION XL GROUP INC COM 25065K104 977 288,124 SH   SOLE N/A 288,124 0 0
G III APPAREL GROUP LTD COM 36237H101 12,437 614,803 SH   SOLE N/A 614,803 0 0
HCA HEALTHCARE INC COM 40412C101 3,361 20,000 SH   SOLE N/A 20,000 0 0
MACYS INC COM 55616P104 3,518 192,043 SH   SOLE N/A 192,043 0 0
REGIONAL MGMT CORP COM 75902K106 6,871 183,857 SH   SOLE N/A 183,857 0 0
TAPESTRY INC COM 876030107 2,685 87,986 SH   SOLE N/A 87,986 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 4,686 89,160 SH   SOLE N/A 89,160 0 0
TOLL BROTHERS INC COM 889478103 1,829 41,007 SH   SOLE N/A 41,007 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 3,236 192,628 SH   SOLE N/A 192,628 0 0