The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 782 | 82,009 | SH | SOLE | 82,009 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 7,640 | 6,575 | SH | SOLE | 6,575 | 0 | 0 | ||
| BEACON ROOFING SUPPLY INC | COM | 073685109 | 11,165 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| BMC STK HLDGS INC | COM | 05591B109 | 7,092 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 22,626 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
| EQUITABLE HLDGS INC | COM | 29452E101 | 2,890 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FOUR CORNERS PPTY TR INC | COM | 35086T109 | 5,351 | 285,995 | SH | SOLE | 285,995 | 0 | 0 | ||
| INSPERITY INC | COM | 45778Q107 | 5,595 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 11,524 | 987,500 | SH | SOLE | 987,500 | 0 | 0 | ||
| PUBLIC STORAGE | COM | 74460D109 | 12,413 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 13,448 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| SUNCOR ENERGY INC NEW | COM | 867224107 | 1,857 | 117,500 | SH | SOLE | 117,500 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 7,111 | 69,110 | SH | SOLE | 69,110 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 3,693 | 14,807 | SH | SOLE | 14,807 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 2,870 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||