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 | 4,646 | 133,610 | SH | SOLE | 133,610 | 0 | 0 | ||
ADVANSIX INC | COM | 00773T101 | 3,566 | 178,380 | SH | SOLE | 178,380 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 8,763 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
BEACON ROOFING SUPPLY INC | COM | 073685109 | 20,075 | 499,500 | SH | SOLE | 499,500 | 0 | 0 | ||
BMC STK HLDGS INC | COM | 05591B109 | 14,762 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 27,547 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
CITIZENS FINL GROUP INC | COM | 174610105 | 21,277 | 595,000 | SH | SOLE | 595,000 | 0 | 0 | ||
EQUITABLE HLDGS INC | COM | 29452E101 | 28,149 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
FOUR CORNERS PPTY TR INC | COM | 35086T109 | 9,675 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
JELD-WEN HLDG INC | COM | 47580P103 | 6,340 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
LEIDOS HOLDINGS INC | COM | 525327102 | 2,815 | 26,782 | SH | SOLE | 26,782 | 0 | 0 | ||
MASONITE INTL CORP | COM | 575385109 | 12,293 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 6,094 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
OLIN CORP | COM PAR $1 | 680665205 | 12,564 | 511,574 | SH | SOLE | 511,574 | 0 | 0 | ||
PUBLIC STORAGE | COM | 74460D109 | 15,045 | 65,149 | SH | SOLE | 65,149 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 17,238 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
TRUIST FINL CORP | COM | 89832Q109 | 9,586 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 4,290 | 18,500 | SH | SOLE | 18,500 | 0 | 0 | ||
US BANCORP DEL | COM NEW | 902973304 | 2,330 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 5,282 | 175,000 | SH | SOLE | 175,000 | 0 | 0 |