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 |
|
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 | 3,734 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
ADVANSIX INC | COM | 00773T101 | 5,941 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
BALL CORP | COM | 058498106 | 12,317 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
BEACON ROOFING SUPPLY INC | COM | 073685109 | 9,952 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
BMC STK HLDGS INC | COM | 05591B109 | 9,325 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 27,525 | 1,875,000 | SH | SOLE | 1,875,000 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 6,152 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 4,252 | 35,750 | SH | SOLE | 35,750 | 0 | 0 | ||
KINDER MORGAN INC DEL | COM | 49456B101 | 7,092 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 11,085 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
PG&E CORP | COM | 69331C108 | 460 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
SCHWAB CHARLES CORP NEW | COM | 808513105 | 9,830 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SUNCOR ENERGY INC NEW | COM | 867224107 | 8,125 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
UNIVAR INC | COM | 91336L107 | 23,907 | 779,755 | SH | SOLE | 779,755 | 0 | 0 | ||
WABTEC CORP | COM | 929740108 | 3,618 | 34,500 | SH | SOLE | 34,500 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 30,222 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 9,855 | 187,500 | SH | Put | SOLE | 187,500 | 0 | 0 | |
ZAYO GROUP HLDGS INC | COM | 98919V105 | 3,472 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |