The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
ALLY FINANCIAL INC | COM | 02005N100 | 6,730 | 297,000 | SH | SOLE | 297,000 | 0 | 0 | ||
AVERY DENISON CORP | COM | 053611109 | 6,019 | 67,000 | SH | SOLE | 67,000 | 0 | 0 | ||
CONSTELLIUM NV | CL A | N22035104 | 8,982 | 1,285,000 | SH | SOLE | 1,285,000 | 0 | 0 | ||
FIRST DATA CORP | CL A | 32008D106 | 9,892 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
JBG SMITH PROPERTIES | COM | 46590V100 | 5,222 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
MGIC INVT CORP WIS | COM | 552848103 | 5,805 | 555,000 | SH | SOLE | 555,000 | 0 | 0 | ||
MR COOPER GROUP INC | COM | 62482R107 | 2,918 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
NMI HOLDINGS INC | CL A | 629209305 | 9,193 | 515,000 | SH | SOLE | 515,000 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 291 | 600 | SH | Put | SOLE | 600 | 0 | 0 | |
VISA INC | COM | 92826C839 | 3,299 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
VISTRA ENERGY CORP | COM | 92840M102 | 14,879 | 650,000 | SH | SOLE | 650,000 | 0 | 0 |