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 |
ARCONIC CORPORATION | COM | 03966V107 | 14,025 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 11,368 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 10,401 | 122,932 | SH | SOLE | 122,932 | 0 | 0 | ||
EDISON INTL | COM | 281020107 | 6,822 | 107,870 | SH | SOLE | 107,870 | 0 | 0 | ||
FRONTDOOR INC | COM | 35905A109 | 10,476 | 435,043 | SH | SOLE | 435,043 | 0 | 0 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 9,290 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
MASONITE INTL CORP | COM | 575385109 | 11,791 | 153,466 | SH | SOLE | 153,466 | 0 | 0 | ||
QUANTA SVCS INC | COM | 74762E102 | 6,012 | 47,964 | SH | SOLE | 47,964 | 0 | 0 | ||
UNIVAR SOLUTIONS INC | COM | 91336L107 | 9,550 | 384,000 | SH | SOLE | 384,000 | 0 | 0 | ||
US FOODS HLDG CORP | COM | 912008109 | 9,166 | 298,762 | SH | SOLE | 298,762 | 0 | 0 | ||
WOLVERINE WORLD WIDE INC | COM | 978097103 | 10,202 | 506,062 | SH | SOLE | 506,062 | 0 | 0 |