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 | 12,349,608 | 71,700 | SH | SOLE | 71,700 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG00ZNLTFL2 | 11,218,912 | 99,768 | SH | SOLE | 99,768 | 0 | 0 | ||
| ARCH RESOURCES INC | CL A | 03940R107 | BBG00DZB5DD0 | 21,079,569 | 131,100 | SH | SOLE | 131,100 | 0 | 0 | ||
| BP PLC | SPONSORED ADR | 055622104 | BBG001S5W4F5 | 17,898,000 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | BBG001S5P294 | 27,556,460 | 285,500 | SH | SOLE | 285,500 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | BBG001S9CFC7 | 15,703,815 | 75,300 | SH | SOLE | 75,300 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | BBG0074Q3NL5 | 24,520,644 | 560,600 | SH | SOLE | 560,600 | 0 | 0 | ||
| GRIFFON CORP | COM | 398433102 | BBG001S7M3Z2 | 6,358,578 | 86,700 | SH | SOLE | 86,700 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | BBG001SBGSZ5 | 14,397,900 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| MONARCH CASINO & RESORT INC | COM | 609027107 | BBG001S7DVP1 | 2,068,374 | 27,582 | SH | SOLE | 27,582 | 0 | 0 | ||
| MR COOPER GROUP INC | COM | 62482R107 | BBG002V09956 | 12,869,545 | 165,100 | SH | SOLE | 165,100 | 0 | 0 | ||
| NOV INC | COM | 62955J103 | BBG001S6HFR2 | 17,888,128 | 916,400 | SH | SOLE | 916,400 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | BBG001S5TWW8 | 29,988,000 | 510,000 | SH | SOLE | 510,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | BBG001SQ7PD2 | 24,052,560 | 144,200 | SH | SOLE | 144,200 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | INDL | 81369Y704 | BBG001S7T232 | 10,605,832 | 84,200 | SH | SOLE | 84,200 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | BBG001S7T107 | 1,519,564 | 19,900 | SH | SOLE | 19,900 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | BBG001S7SCQ6 | 3,471,655 | 23,500 | SH | SOLE | 23,500 | 0 | 0 | ||
| SELECT WATER SOLUTIONS INC | CL A COM | 81617J301 | BBG00G4Y2F27 | 7,020,338 | 760,600 | SH | SOLE | 760,600 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 156,921,000 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |