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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ARCONIC CORPORATION | COM | 03966V107 | 10,251 | 601,600 | SH | SOLE | 601,600 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 10,978 | 6,681 | SH | SOLE | 6,681 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 9,832 | 126,362 | SH | SOLE | 126,362 | 0 | 0 | ||
| EDISON INTL | COM | 281020107 | 6,274 | 110,880 | SH | SOLE | 110,880 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 4,000 | 74,500 | SH | SOLE | 74,500 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 10,340 | 133,625 | SH | SOLE | 133,625 | 0 | 0 | ||
| MASONITE INTL CORP | COM | 575385109 | 10,941 | 153,466 | SH | SOLE | 153,466 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 2,288 | 17,964 | SH | SOLE | 17,964 | 0 | 0 | ||
| UNIVAR SOLUTIONS INC | COM | 91336L107 | 8,976 | 394,710 | SH | SOLE | 394,710 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 8,120 | 307,092 | SH | SOLE | 307,092 | 0 | 0 | ||
| WOLVERINE WORLD WIDE INC | COM | 978097103 | 8,005 | 520,162 | SH | SOLE | 520,162 | 0 | 0 | ||