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
ADVANSIX INC COM 00773T101 2,572 100,000 SH   SOLE   100,000 0 0
ALPHABET INC CAP STK CL A 02079K305 8,029 6,575 SH   SOLE   6,575 0 0
AXA EQUITABLE HLDGS INC COM 054561105 11,080 500,000 SH   SOLE   500,000 0 0
BEACON ROOFING SUPPLY INC COM 073685109 17,939 535,000 SH   SOLE   535,000 0 0
BMC STK HLDGS INC COM 05591B109 11,131 425,000 SH   SOLE   425,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 50,409 2,450,000 SH   SOLE   2,450,000 0 0
CHEMOURS CO COM 163851108 2,017 135,000 SH   SOLE   135,000 0 0
FEDEX CORP COM 31428X106 1,820 12,500 SH   SOLE   12,500 0 0
LKQ CORP COM 501889208 447 14,200 SH   SOLE   14,200 0 0
OLIN CORP COM PAR $1 680665205 14,508 775,000 SH   SOLE   775,000 0 0
OWENS CORNING NEW COM 690742101 7,584 120,000 SH   SOLE   120,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 16,580 525,000 SH   SOLE   525,000 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 17,778 425,000 SH   SOLE   425,000 0 0
UNITED RENTALS INC COM 911363109 3,739 30,000 SH   SOLE   30,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,433 25,000 SH   SOLE   25,000 0 0
UNIVAR SOLUTIONS INC COM 91336L107 6,228 300,000 SH   SOLE   300,000 0 0
WELLS FARGO CO NEW COM 949746101 6,305 125,000 SH   SOLE   125,000 0 0