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 | 6,218 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
ADVANSIX INC | COM | 00773T101 | 1,128 | 28,380 | SH | SOLE | 28,380 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 10,360 | 3,875 | SH | SOLE | 3,875 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 4,106 | 1,250 | SH | SOLE | 1,250 | 0 | 0 | ||
BEACON ROOFING SUPPLY INC | COM | 073685109 | 8,433 | 176,565 | SH | SOLE | 176,565 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 45,029 | 870,300 | SH | SOLE | 870,300 | 0 | 0 | ||
CITIZENS FINL GROUP INC | COM | 174610105 | 23,490 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
CONSTELLIUM SE | CL A SHS | F21107101 | 11,330 | 603,282 | SH | SOLE | 603,282 | 0 | 0 | ||
EQUITABLE HLDGS INC | COM | 29452E101 | 33,345 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
JELD-WEN HLDG INC | COM | 47580P103 | 14,062 | 561,823 | SH | SOLE | 561,823 | 0 | 0 | ||
LEIDOS HOLDINGS INC | COM | 525327102 | 11,007 | 114,500 | SH | SOLE | 114,500 | 0 | 0 | ||
MASONITE INTL CORP | COM | 575385109 | 12,001 | 113,078 | SH | SOLE | 113,078 | 0 | 0 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 13,506 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
OLIN CORP | COM PAR $1 | 680665205 | 12,063 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
RENAISSANCERE HLDGS LTD | COM | G7496G103 | 8,190 | 58,750 | SH | SOLE | 58,750 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 9,105 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
TRUIST FINL CORP | COM | 89832Q109 | 14,663 | 250,000 | SH | SOLE | 250,000 | 0 | 0 |