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 |
ADIENT PLC | ORD SHS | G0084W101 | 5,080 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
ADVANSIX INC | COM | 00773T101 | 7,022 | 201,900 | SH | SOLE | 201,900 | 0 | 0 | ||
BALL CORP | COM | 058498106 | 15,884 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
BMC STK HLDGS INC | COM | 05591B109 | 8,309 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 25,407 | 1,280,606 | SH | SOLE | 1,280,606 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 14,989 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 4,100 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
KINDER MORGAN INC DEL | COM | 49456B101 | 15,060 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 4,697 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 7,590 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
PG&E CORP | COM | 69331C108 | 683 | 15,550 | SH | SOLE | 15,550 | 0 | 0 | ||
SCHWAB CHARLES CORP NEW | COM | 808513105 | 4,900 | 93,836 | SH | SOLE | 93,836 | 0 | 0 | ||
UNIVAR INC | COM | 91336L107 | 16,650 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
WABTEC CORP | COM | 929740108 | 9,094 | 111,718 | SH | SOLE | 111,718 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 21,834 | 416,600 | SH | SOLE | 416,600 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 5,209 | 152,500 | SH | SOLE | 152,500 | 0 | 0 |