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 | 14,148,384 | 100,600 | SH | SOLE | 100,600 | 0 | 0 | ||
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 15,186,988 | 162,968 | SH | SOLE | 162,968 | 0 | 0 | ||
ARCH RESOURCES INC | CL A | 03940R107 | 14,104,900 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 17,763,300 | 183,600 | SH | SOLE | 183,600 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 20,750,642 | 124,300 | SH | SOLE | 124,300 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 15,521,968 | 331,100 | SH | SOLE | 331,100 | 0 | 0 | ||
CALLON PETE CO DEL | COM | 13123X508 | 8,910,000 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
DRAFTKINGS INC NEW | COM CL A | 26142V105 | 7,578,750 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
GRIFFON CORP | COM | 398433102 | 7,618,750 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
MASONITE INTL CORP | COM | 575385109 | 7,196,100 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 17,077,500 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
MONARCH CASINO & RESORT INC | COM | 609027107 | 6,688,257 | 96,721 | SH | SOLE | 96,721 | 0 | 0 | ||
MR COOPER GROUP INC | COM | 62482R107 | 7,990,224 | 122,700 | SH | SOLE | 122,700 | 0 | 0 | ||
NOV INC | COM | 62955J103 | 14,196,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
OLIN CORP | COM PAR $1 | 680665205 | 15,375,750 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 11,621,232 | 78,400 | SH | SOLE | 78,400 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 5,879,979 | 111,300 | SH | SOLE | 111,300 | 0 | 0 | ||
SELECT SECTOR SPDR TR | INDL | 81369Y704 | 4,445,610 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 2,521,050 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
SELECT WATER SOLUTIONS INC | CL A COM | 81617J301 | 5,502,750 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
VONTIER CORPORATION | COM | 928881101 | 6,910,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 |