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 |
ARMSTRONG FLOORING INC | COM | 04238R106 | 4,219 | 1,222,756 | SH | SOLE | 1 | 1,222,756 | 0 | 0 | |
BAUSCH HEALTH COS INC | COM | 071734107 | 278,657 | 17,931,594 | SH | SOLE | 1 | 17,931,594 | 0 | 0 | |
CBRE GROUP INC | CL A | 12504L109 | 480,495 | 10,229,820 | SH | SOLE | 1 | 10,229,820 | 0 | 0 | |
CDW CORP | COM | 12514G108 | 28,641 | 239,613 | SH | SOLE | 1 | 239,613 | 0 | 0 | |
CITIGROUP INC | COM NEW | 172967424 | 1,165,069 | 27,025,500 | SH | SOLE | 1 | 27,025,500 | 0 | 0 | |
KKR & CO INC | COM | 48251W104 | 1,545,300 | 45,000,000 | SH | SOLE | 1 | 45,000,000 | 0 | 0 | |
LKQ CORP | COM | 501889208 | 597,519 | 21,547,746 | SH | SOLE | 1 | 21,547,746 | 0 | 0 | |
MORGAN STANLEY | COM NEW | 617446448 | 556,025 | 11,500,000 | SH | SOLE | 1 | 11,500,000 | 0 | 0 | |
SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 1,554,683 | 31,554,360 | SH | SOLE | 1 | 31,554,360 | 0 | 0 | |
SLM CORP | COM | 78442P106 | 261,261 | 32,294,254 | SH | SOLE | 1 | 32,294,254 | 0 | 0 | |
SMITH A O CORP | COM | 831865209 | 110,485 | 2,092,510 | SH | SOLE | 1 | 2,092,510 | 0 | 0 | |
TRINITY INDS INC | COM | 896522109 | 526,614 | 27,005,855 | SH | SOLE | 1 | 27,005,855 | 0 | 0 |