The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ADIENT PLC ORD SHS G0084W101 4,673 95,000 SH   SOLE   95,000 0 0
ADVANSIX INC COM 00773T101 6,769 184,800 SH   SOLE   184,800 0 0
BALL CORP COM 058498106 17,775 500,000 SH   SOLE   500,000 0 0
BEACON ROOFING SUPPLY INC COM 073685109 8,524 200,000 SH   SOLE   200,000 0 0
BMC STK HLDGS INC COM 05591B109 13,031 625,000 SH   SOLE   625,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 30,636 1,675,000 SH   SOLE   1,675,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 3,651 125,000 SH   SOLE   125,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 4,345 35,750 SH   SOLE   35,750 0 0
KINDER MORGAN INC DEL COM 49456B101 12,369 700,000 SH   SOLE   700,000 0 0
LKQ CORP COM 501889208 13,558 425,000 SH   SOLE   425,000 0 0
PG&E CORP COM 69331C108 426 10,000 SH   SOLE   10,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 10,220 200,000 SH   SOLE   200,000 0 0
UNIVAR INC COM 91336L107 26,240 1,000,000 SH   SOLE   1,000,000 0 0
WABTEC CORP COM 929740108 5,397 54,750 SH   SOLE   54,750 0 0
WELLS FARGO CO NEW COM 949746101 32,987 595,000 SH   SOLE   595,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 4,560 125,000 SH   SOLE   125,000 0 0