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 | 17,915,563 | 111,700 | SH | SOLE | 111,700 | 0 | 0 | ||
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 22,996,258 | 194,768 | SH | SOLE | 194,768 | 0 | 0 | ||
ARCH RESOURCES INC | CL A | 03940R107 | 10,062,403 | 66,100 | SH | SOLE | 66,100 | 0 | 0 | ||
AUTONATION INC | COM | 05329W102 | 15,141,100 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 54,603,000 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
BORGWARNER INC | COM | 099724106 | 3,224,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
BP PLC | SPONSORED ADR | 055622104 | 14,440,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 25,869,735 | 355,500 | SH | SOLE | 355,500 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 29,107,623 | 210,300 | SH | SOLE | 210,300 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 22,675,644 | 570,600 | SH | SOLE | 570,600 | 0 | 0 | ||
GRIFFON CORP | COM | 398433102 | 16,073,562 | 251,700 | SH | SOLE | 251,700 | 0 | 0 | ||
MALIBU BOATS INC | COM CL A | 56117J100 | 4,865,795 | 138,864 | SH | SOLE | 138,864 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 25,557,750 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
MR COOPER GROUP INC | COM | 62482R107 | 4,881,923 | 60,100 | SH | SOLE | 60,100 | 0 | 0 | ||
NOV INC | COM | 62955J103 | 17,896,014 | 941,400 | SH | SOLE | 941,400 | 0 | 0 | ||
OLIN CORP | COM PAR $1 | 680665205 | 23,103,500 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
ONEMAIN HLDGS INC | COM | 68268W103 | 6,788,600 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 24,181,824 | 139,200 | SH | SOLE | 139,200 | 0 | 0 | ||
RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 4,107,600 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
SELECT SECTOR SPDR TR | INDL | 81369Y704 | 7,214,704 | 59,200 | SH | SOLE | 59,200 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 911,302 | 11,900 | SH | SOLE | 11,900 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 510,125 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 1,809,840 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
SELECT WATER SOLUTIONS INC | CL A COM | 81617J301 | 6,265,920 | 585,600 | SH | SOLE | 585,600 | 0 | 0 | ||
VISTEON CORP | COM NEW | 92839U206 | 11,203,500 | 105,000 | SH | SOLE | 105,000 | 0 | 0 |