The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 12,760 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 14,132 | 227,968 | SH | SOLE | 227,968 | 0 | 0 | ||
BLOCK H & R INC | COM | 093671105 | 13,020 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
BORGWARNER INC | COM | 099724106 | 7,780 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 11,729 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 16,135 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
CURO GROUP HOLDINGS CORP | COM | 23131L107 | 8,455 | 647,898 | SH | SOLE | 647,898 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 6,133 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
EASTMAN CHEM CO | COM | 277432100 | 14,568 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
FORD MTR CO DEL | COM | 345370860 | 10,653 | 630,000 | SH | SOLE | 630,000 | 0 | 0 | ||
MONARCH CASINO & RESORT INC | COM | 609027107 | 4,742 | 54,359 | SH | SOLE | 54,359 | 0 | 0 | ||
OLIN CORP | COM PAR $1 | 680665205 | 12,547 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
OSHKOSH CORP | COM | 688239201 | 9,071 | 90,122 | SH | SOLE | 90,122 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 13,725 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 8,888 | 48,473 | SH | SOLE | 48,473 | 0 | 0 | ||
RH | COM | 74967X103 | 11,413 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 14,747 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
TREX CO INC | COM | 89531P105 | 8,820 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
WESCO INTL INC | COM | 95082P105 | 10,411 | 80,000 | SH | SOLE | 80,000 | 0 | 0 |