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 1,800 90,203 SH   SOLE   90,203 0 0
ALPHABET INC CAP STK CL A 02079K305 7,869 5,875 SH   SOLE   5,875 0 0
AXA EQUITABLE HLDGS INC COM 054561105 6,195 250,000 SH   SOLE   250,000 0 0
BEACON ROOFING SUPPLY INC COM 073685109 17,909 560,000 SH   SOLE   560,000 0 0
BMC STK HLDGS INC COM 05591B109 9,324 325,000 SH   SOLE   325,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 38,750 1,525,000 SH   SOLE   1,525,000 0 0
CHEMOURS CO COM 163851108 2,261 125,000 SH   SOLE   125,000 0 0
INSPERITY INC COM 45778Q107 15,057 175,000 SH   SOLE   175,000 0 0
OLIN CORP COM PAR $1 680665205 14,663 850,000 SH   SOLE   850,000 0 0
OWENS CORNING NEW COM 690742101 814 12,500 SH   SOLE   12,500 0 0
PUBLIC STORAGE COM 74460D109 5,409 25,400 SH   SOLE   25,400 0 0
SUNCOR ENERGY INC NEW COM 867224107 9,840 300,000 SH   SOLE   300,000 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 11,890 250,000 SH   SOLE   250,000 0 0
UNITED RENTALS INC COM 911363109 4,753 28,500 SH   SOLE   28,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,439 18,500 SH   SOLE   18,500 0 0
WELLS FARGO CO NEW COM 949746101 5,380 100,000 SH   SOLE   100,000 0 0