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 2,427 100,000 SH   SOLE   100,000 0 0
ADVANSIX INC COM 00773T101 3,476 142,299 SH   SOLE   142,299 0 0
ALPHABET INC CAP STK CL A 02079K305 7,119 6,575 SH   SOLE   6,575 0 0
BEACON ROOFING SUPPLY INC COM 073685109 17,442 475,000 SH   SOLE   475,000 0 0
BMC STK HLDGS INC COM 05591B109 9,628 454,142 SH   SOLE   454,142 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 41,307 2,450,000 SH   SOLE   2,450,000 0 0
CABOT OIL & GAS CORP COM 127097103 1,148 50,000 SH   SOLE   50,000 0 0
CHEMOURS CO COM 163851108 3,240 135,000 SH   SOLE   135,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,440 15,750 SH   SOLE   15,750 0 0
LKQ CORP COM 501889208 6,253 235,000 SH   SOLE   235,000 0 0
OLIN CORP COM PAR $1 680665205 15,885 725,000 SH   SOLE   725,000 0 0
OWENS CORNING NEW COM 690742101 7,275 125,000 SH   SOLE   125,000 0 0
STARS GROUP INC COM 85570W100 1,707 100,000 SH   SOLE   100,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 14,022 450,000 SH   SOLE   450,000 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 16,076 400,000 SH   SOLE   400,000 0 0
UNIVAR INC COM 91336L107 9,367 425,000 SH   SOLE   425,000 0 0
WABTEC CORP COM 929740108 10,764 150,000 SH   SOLE   150,000 0 0
WELLS FARGO CO NEW COM 949746101 15,379 325,000 SH   SOLE   325,000 0 0