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 |
ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 8,004 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
AERCAP HOLDINGS NV | SHS | N00985106 | 7,379 | 127,650 | SH | SOLE | 127,650 | 0 | 0 | ||
BATH & BODY WORKS INC | COM | 070830104 | 4,727 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 7,244 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 5,614 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 2,492 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 2,401 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
IHEARTMEDIA INC | COM CL A | 45174J509 | 5,755 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 4,211 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
LITHIA MTRS INC | COM | 536797103 | 6,341 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
RH | COM | 74967X103 | 5,335 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 4,729 | 101,900 | SH | SOLE | 101,900 | 0 | 0 | ||
THOMSON REUTERS CORP. | COM NEW | 884903709 | 552 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 3,172 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |