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 | 12,349,608 | 71,700 | SH | SOLE | 71,700 | 0 | 0 | ||
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 11,218,912 | 99,768 | SH | SOLE | 99,768 | 0 | 0 | ||
ARCH RESOURCES INC | CL A | 03940R107 | 21,079,569 | 131,100 | SH | SOLE | 131,100 | 0 | 0 | ||
BP PLC | SPONSORED ADR | 055622104 | 17,898,000 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 27,556,460 | 285,500 | SH | SOLE | 285,500 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 15,703,815 | 75,300 | SH | SOLE | 75,300 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 24,520,644 | 560,600 | SH | SOLE | 560,600 | 0 | 0 | ||
GRIFFON CORP | COM | 398433102 | 6,358,578 | 86,700 | SH | SOLE | 86,700 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 14,397,900 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
MONARCH CASINO & RESORT INC | COM | 609027107 | 2,068,374 | 27,582 | SH | SOLE | 27,582 | 0 | 0 | ||
MR COOPER GROUP INC | COM | 62482R107 | 12,869,545 | 165,100 | SH | SOLE | 165,100 | 0 | 0 | ||
NOV INC | COM | 62955J103 | 17,888,128 | 916,400 | SH | SOLE | 916,400 | 0 | 0 | ||
OLIN CORP | COM PAR $1 | 680665205 | 29,988,000 | 510,000 | SH | SOLE | 510,000 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 24,052,560 | 144,200 | SH | SOLE | 144,200 | 0 | 0 | ||
SELECT SECTOR SPDR TR | INDL | 81369Y704 | 10,605,832 | 84,200 | SH | SOLE | 84,200 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 1,519,564 | 19,900 | SH | SOLE | 19,900 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 3,471,655 | 23,500 | SH | SOLE | 23,500 | 0 | 0 | ||
SELECT WATER SOLUTIONS INC | CL A COM | 81617J301 | 7,020,338 | 760,600 | SH | SOLE | 760,600 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 156,921,000 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 |