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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | BBG001SH4LQ0 | 14,148,384 | 100,600 | SH | SOLE | 100,600 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG00ZNLTFL2 | 15,186,988 | 162,968 | SH | SOLE | 162,968 | 0 | 0 | ||
| ARCH RESOURCES INC | CL A | 03940R107 | BBG00DZB5DD0 | 14,104,900 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | BBG001S5P294 | 17,763,300 | 183,600 | SH | SOLE | 183,600 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | BBG001S9CFC7 | 20,750,642 | 124,300 | SH | SOLE | 124,300 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | BBG0074Q3NL5 | 15,521,968 | 331,100 | SH | SOLE | 331,100 | 0 | 0 | ||
| CALLON PETE CO DEL | COM | 13123X508 | BBG001SB5DH0 | 8,910,000 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | BBG0134WCMB3 | 7,578,750 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| GRIFFON CORP | COM | 398433102 | BBG001S7M3Z2 | 7,618,750 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| MASONITE INTL CORP | COM | 575385109 | BBG001T51RT2 | 7,196,100 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | BBG001SBGSZ5 | 17,077,500 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| MONARCH CASINO & RESORT INC | COM | 609027107 | BBG001S7DVP1 | 6,688,257 | 96,721 | SH | SOLE | 96,721 | 0 | 0 | ||
| MR COOPER GROUP INC | COM | 62482R107 | BBG002V09956 | 7,990,224 | 122,700 | SH | SOLE | 122,700 | 0 | 0 | ||
| NOV INC | COM | 62955J103 | BBG001S6HFR2 | 14,196,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | BBG001S5TWW8 | 15,375,750 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | BBG001SQ7PD2 | 11,621,232 | 78,400 | SH | SOLE | 78,400 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | BBG003RY97L1 | 5,879,979 | 111,300 | SH | SOLE | 111,300 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | INDL | 81369Y704 | BBG001S7T232 | 4,445,610 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | BBG001S7T107 | 2,521,050 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| SELECT WATER SOLUTIONS INC | CL A COM | 81617J301 | BBG00G4Y2F27 | 5,502,750 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| VONTIER CORPORATION | COM | 928881101 | BBG00RRGSKH2 | 6,910,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||