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 | 17,083,292 | 108,700 | SH | SOLE | 108,700 | 0 | 0 | ||
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 21,143,266 | 169,268 | SH | SOLE | 169,268 | 0 | 0 | ||
ARCH RESOURCES INC | CL A | 03940R107 | 11,481,096 | 83,100 | SH | SOLE | 83,100 | 0 | 0 | ||
ATKORE INC | COM | 047649108 | 23,600,090 | 278,500 | SH | SOLE | 278,500 | 0 | 0 | ||
BORGWARNER INC | COM | 099724106 | 13,989,795 | 385,500 | SH | SOLE | 385,500 | 0 | 0 | ||
BP PLC | SPONSORED ADR | 055622104 | 19,163,595 | 610,500 | SH | SOLE | 610,500 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 20,955,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 17,893,278 | 92,300 | SH | SOLE | 92,300 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 14,174,904 | 339,600 | SH | SOLE | 339,600 | 0 | 0 | ||
GRIFFON CORP | COM | 398433102 | 4,914,000 | 70,200 | SH | SOLE | 70,200 | 0 | 0 | ||
MALIBU BOATS INC | COM CL A | 56117J100 | 11,792,962 | 303,864 | SH | SOLE | 303,864 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 8,194,680 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
MR COOPER GROUP INC | COM | 62482R107 | 3,696,418 | 40,100 | SH | SOLE | 40,100 | 0 | 0 | ||
NOV INC | COM | 62955J103 | 14,059,988 | 880,400 | SH | SOLE | 880,400 | 0 | 0 | ||
O-I GLASS INC | COM | 67098H104 | 13,959,680 | 1,064,000 | SH | SOLE | 1,064,000 | 0 | 0 | ||
OLIN CORP | COM PAR $1 | 680665205 | 18,136,440 | 378,000 | SH | SOLE | 378,000 | 0 | 0 | ||
ONEMAIN HLDGS INC | COM | 68268W103 | 18,404,370 | 391,000 | SH | SOLE | 391,000 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 20,599,884 | 116,700 | SH | SOLE | 116,700 | 0 | 0 | ||
RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 16,555,080 | 822,000 | SH | SOLE | 822,000 | 0 | 0 | ||
SCHLUMBERGER LTD | COM STK | 806857108 | 8,390,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SELECT SECTOR SPDR TR | INDL | 81369Y704 | 8,329,560 | 61,500 | SH | SOLE | 61,500 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 2,440,200 | 29,400 | SH | SOLE | 29,400 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 1,232,160 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 1,354,560 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
VISTEON CORP | COM NEW | 92839U206 | 9,666,860 | 101,500 | SH | SOLE | 101,500 | 0 | 0 |