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 |
ADVANSIX INC | COM | 00773T101 | 1,800 | 90,203 | SH | SOLE | 90,203 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 7,869 | 5,875 | SH | SOLE | 5,875 | 0 | 0 | ||
AXA EQUITABLE HLDGS INC | COM | 054561105 | 6,195 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
BEACON ROOFING SUPPLY INC | COM | 073685109 | 17,909 | 560,000 | SH | SOLE | 560,000 | 0 | 0 | ||
BMC STK HLDGS INC | COM | 05591B109 | 9,324 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 38,750 | 1,525,000 | SH | SOLE | 1,525,000 | 0 | 0 | ||
CHEMOURS CO | COM | 163851108 | 2,261 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
INSPERITY INC | COM | 45778Q107 | 15,057 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
OLIN CORP | COM PAR $1 | 680665205 | 14,663 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 814 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
PUBLIC STORAGE | COM | 74460D109 | 5,409 | 25,400 | SH | SOLE | 25,400 | 0 | 0 | ||
SUNCOR ENERGY INC NEW | COM | 867224107 | 9,840 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
THE CHARLES SCHWAB CORPORATI | COM | 808513105 | 11,890 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 4,753 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 5,439 | 18,500 | SH | SOLE | 18,500 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 5,380 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |