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 | 151 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
ADVANSIX INC | COM | 00773T101 | 4,260 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 3,657 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
BALL CORP | COM | 058498106 | 4,598 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
BEACON ROOFING SUPPLY INC | COM | 073685109 | 14,274 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
BMC STK HLDGS INC | COM | 05591B109 | 9,288 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 21,820 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 3,911 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
CHEMOURS CO | COM | 163851108 | 2,399 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 876 | 53,470 | SH | SOLE | 53,470 | 0 | 0 | ||
CROWN HOLDINGS INC | COM | 228368106 | 7,794 | 187,500 | SH | SOLE | 187,500 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 2,326 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 11,865 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
OLIN CORP | COM PAR $1 | 680665205 | 2,377 | 118,177 | SH | SOLE | 118,177 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 7,697 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
SCHWAB CHARLES CORP NEW | COM | 808513105 | 16,612 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
STARS GROUP INC | COM | 85570W100 | 1,271 | 76,945 | SH | SOLE | 76,945 | 0 | 0 | ||
SUNCOR ENERGY INC NEW | COM | 867224107 | 6,993 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
UNIVAR INC | COM | 91336L107 | 12,928 | 728,754 | SH | SOLE | 728,754 | 0 | 0 | ||
WABTEC CORP | COM | 929740108 | 2,424 | 34,500 | SH | SOLE | 34,500 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 28,800 | 625,000 | SH | SOLE | 625,000 | 0 | 0 |