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 |
| BALL CORP | COM | 058498106 | 13,248 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| BMC STK HLDGS INC | COM | 05591B109 | 5,060 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 23,205 | 1,064,956 | SH | SOLE | 1,064,956 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 15,132 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CONDUENT INC | COM | 206787103 | 3,232 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 4,992 | 43,415 | SH | SOLE | 43,415 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 14,456 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 6,272 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 4,483 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| UNIVAR INC | COM | 91336L107 | 6,966 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 14,250 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 24,571 | 405,000 | SH | SOLE | 405,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 6,254 | 169,948 | SH | SOLE | 169,948 | 0 | 0 | ||