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 2,398 185,000 SH   SOLE   185,000 0 0
ADVANSIX INC COM 00773T101 4,286 150,000 SH   SOLE   150,000 0 0
ALPHABET INC CAP STK CL A 02079K305 6,767 5,750 SH   SOLE   5,750 0 0
BALL CORP COM 058498106 2,314 40,000 SH   SOLE   40,000 0 0
BEACON ROOFING SUPPLY INC COM 073685109 16,080 500,000 SH   SOLE   500,000 0 0
BMC STK HLDGS INC COM 05591B109 10,602 600,000 SH   SOLE   600,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 32,298 2,421,130 SH   SOLE   2,421,130 0 0
CABOT OIL & GAS CORP COM 127097103 4,568 175,000 SH   SOLE   175,000 0 0
CHEMOURS CO COM 163851108 4,645 125,000 SH   SOLE   125,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,595 15,750 SH   SOLE   15,750 0 0
LKQ CORP COM 501889208 15,183 535,000 SH   SOLE   535,000 0 0
OLIN CORP COM PAR $1 680665205 13,306 575,000 SH   SOLE   575,000 0 0
OWENS CORNING NEW COM 690742101 12,958 275,000 SH   SOLE   275,000 0 0
STARS GROUP INC COM 85570W100 1,751 100,000 SH   SOLE   100,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 8,108 250,000 SH   SOLE   250,000 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 16,463 385,000 SH   SOLE   385,000 0 0
UNIVAR INC COM 91336L107 10,335 466,368 SH   SOLE   466,368 0 0
WABTEC CORP COM 929740108 11,058 150,000 SH   SOLE   150,000 0 0
WELLS FARGO CO NEW COM 949746101 30,200 625,000 SH   SOLE   625,000 0 0