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 | 2,398 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
ADVANSIX INC | COM | 00773T101 | 4,286 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 6,767 | 5,750 | SH | SOLE | 5,750 | 0 | 0 | ||
BALL CORP | COM | 058498106 | 2,314 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
BEACON ROOFING SUPPLY INC | COM | 073685109 | 16,080 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
BMC STK HLDGS INC | COM | 05591B109 | 10,602 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 32,298 | 2,421,130 | SH | SOLE | 2,421,130 | 0 | 0 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 4,568 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
CHEMOURS CO | COM | 163851108 | 4,645 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 1,595 | 15,750 | SH | SOLE | 15,750 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 15,183 | 535,000 | SH | SOLE | 535,000 | 0 | 0 | ||
OLIN CORP | COM PAR $1 | 680665205 | 13,306 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 12,958 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
STARS GROUP INC | COM | 85570W100 | 1,751 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SUNCOR ENERGY INC NEW | COM | 867224107 | 8,108 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
THE CHARLES SCHWAB CORPORATI | COM | 808513105 | 16,463 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
UNIVAR INC | COM | 91336L107 | 10,335 | 466,368 | SH | SOLE | 466,368 | 0 | 0 | ||
WABTEC CORP | COM | 929740108 | 11,058 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 30,200 | 625,000 | SH | SOLE | 625,000 | 0 | 0 |