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 | 1,932 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 8,427 | 5,750 | SH | SOLE | 5,750 | 0 | 0 | ||
| BEACON ROOFING SUPPLY INC | COM | 073685109 | 17,865 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| BMC STK HLDGS INC | COM | 05591B109 | 12,849 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 32,620 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| CITIZENS FINL GROUP INC | COM | 174610105 | 13,272 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| EQUITABLE HLDGS INC | COM | 29452E101 | 17,784 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||
| FOUR CORNERS PPTY TR INC | COM | 35086T109 | 8,317 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| INSPERITY INC | COM | 45778Q107 | 8,186 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| JELD-WEN HLDG INC | COM | 47580P103 | 1,732 | 76,637 | SH | SOLE | 76,637 | 0 | 0 | ||
| MASONITE INTL CORP | COM | 575385109 | 7,872 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 12,380 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 3,694 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| PUBLIC STORAGE | COM | 74460D109 | 15,312 | 68,750 | SH | SOLE | 68,750 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 21,468 | 592,542 | SH | SOLE | 592,542 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 2,717 | 62,976 | SH | SOLE | 62,976 | 0 | 0 | ||
| TRUIST FINL CORP | COM | 89832Q109 | 7,610 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 3,708 | 21,250 | SH | SOLE | 21,250 | 0 | 0 | ||
| US BANCORP DEL | COM NEW | 902973304 | 1,793 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 4,114 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||