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 |
| ALTICE USA INC | CL A | 02156K103 | 130,000 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| CM LIFE SCIENCES INC | UNIT 09/01/2025 | 18978W208 | 36,279 | 3,465,000 | SH | SOLE | 3,465,000 | 0 | 0 | ||
| CONSTELLIUM SE | CL A SHS | F21107101 | 29,516 | 3,760,000 | SH | SOLE | 3,760,000 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 60,921 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| EAGLE MATLS INC | COM | 26969P108 | 231,582 | 2,682,834 | SH | SOLE | 2,682,834 | 0 | 0 | ||
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 97,755 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 103,451 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 80,208 | 7,200,000 | SH | SOLE | 7,200,000 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 88,322 | 3,950,000 | SH | SOLE | 3,950,000 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 119,932 | 4,325,000 | SH | SOLE | 4,325,000 | 0 | 0 | ||
| GRAND CANYON ED INC | COM | 38526M106 | 63,952 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 79,656 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 185,081 | 14,950,000 | SH | SOLE | 14,950,000 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 22,157 | 640,000 | SH | SOLE | 640,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 58,688 | 6,250,000 | SH | SOLE | 6,250,000 | 0 | 0 | ||
| SYNCHRONY FINANCIAL | COM | 87165B103 | 100,283 | 3,832,000 | SH | SOLE | 3,832,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 62,016 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 99,990 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||