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 |
ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 8,032,868 | 70,600 | SH | SOLE | 70,600 | 0 | 0 | ||
ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 4,545,030 | 80,500 | SH | SOLE | 80,500 | 0 | 0 | ||
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 10,776,800 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 13,669,722 | 177,968 | SH | SOLE | 177,968 | 0 | 0 | ||
BLOCK H & R INC | COM | 093671105 | 7,616,930 | 239,000 | SH | SOLE | 239,000 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 21,105,504 | 243,600 | SH | SOLE | 243,600 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 8,744,800 | 64,300 | SH | SOLE | 64,300 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 13,053,417 | 256,100 | SH | SOLE | 256,100 | 0 | 0 | ||
CALLON PETE CO DEL | COM | 13123X508 | 11,047,050 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
CARLISLE COS INC | COM | 142339100 | 16,630,840 | 64,830 | SH | SOLE | 64,830 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 14,384,785 | 131,500 | SH | SOLE | 131,500 | 0 | 0 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 28,090,500 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
MOHAWK INDS INC | COM | 608190104 | 25,790,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 20,632,000 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
MONARCH CASINO & RESORT INC | COM | 609027107 | 9,838,483 | 139,652 | SH | SOLE | 139,652 | 0 | 0 | ||
MR COOPER GROUP INC | COM | 62482R107 | 17,607,528 | 347,700 | SH | SOLE | 347,700 | 0 | 0 | ||
OLIN CORP | COM PAR $1 | 680665205 | 16,187,850 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 20,018,700 | 153,400 | SH | SOLE | 153,400 | 0 | 0 | ||
RH | COM | 74967X103 | 7,152,103 | 21,700 | SH | SOLE | 21,700 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 7,914,213 | 141,300 | SH | SOLE | 141,300 | 0 | 0 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 1,738,600 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
SHELL PLC | SPON ADS | 780259305 | 8,362,630 | 138,500 | SH | SOLE | 138,500 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 12,294,984 | 188,400 | SH | SOLE | 188,400 | 0 | 0 | ||
SUMMIT MATLS INC | CL A | 86614U100 | 8,605,349 | 227,354 | SH | SOLE | 227,354 | 0 | 0 | ||
UNITED STATES STL CORP NEW | COM | 912909108 | 10,241,595 | 409,500 | SH | SOLE | 409,500 | 0 | 0 | ||
VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 5,316,150 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
VONTIER CORPORATION | COM | 928881101 | 7,247,250 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
WESCO INTL INC | COM | 95082P105 | 7,345,937 | 41,025 | SH | SOLE | 41,025 | 0 | 0 |