The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARDAGH METAL PACKAGING S A SHS L02235106   2,744,000 800,000 SH   SOLE   800,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881   15,940,800 486,000 SH   SOLE   486,000 0 0
BLUE BIRD CORP COM 095306106   12,575,520 328,000 SH   SOLE   328,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   9,384,750 45,000 SH   SOLE   45,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   10,702,700 655,000 SH   SOLE   655,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   14,326,200 630,000 SH   SOLE   630,000 0 0
CONSTELLIUM SE CL A SHS F21107101   14,150,400 640,000 SH   SOLE   640,000 0 0
GLATFELTER CORPORATION COM 377320106   2,336,000 1,168,000 SH   SOLE   1,168,000 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109   3,850,000 440,000 SH   SOLE   440,000 0 0
HOVNANIAN ENTERPRISES INC CL A NEW 442487401   7,062,300 45,000 SH   SOLE   45,000 0 0
MASTERBRAND INC COMMON STOCK 57638P104   18,402,680 982,000 SH   SOLE   982,000 0 0
MATIV HOLDINGS INC COM 808541106   14,062,500 750,000 SH   SOLE   750,000 0 0
OVERSEAS SHIPHOLDING GROUP I CL A NEW 69036R863   12,928,000 2,020,000 SH   SOLE   2,020,000 0 0
OWENS CORNING NEW COM 690742101   13,510,800 81,000 SH   SOLE   81,000 0 0
REV GROUP INC COM 749527107   14,248,050 645,000 SH   SOLE   645,000 0 0