The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| BMC STK HLDGS INC | COM | 05591B109 | 12,165 | 424,000 | SH | SOLE | 424,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 15,500 | 610,000 | SH | SOLE | 610,000 | 0 | 0 | ||
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 13,786 | 1,665,000 | SH | SOLE | 1,665,000 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 15,480 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 12,435 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
| MERITOR INC | COM | 59001K100 | 9,690 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 14,656 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| PBF ENERGY INC | CL A | 69318G106 | 11,450 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C130 | 14,556 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 7,709 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||