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 4,807 108,750 SH   SOLE   108,750 0 0
ADVANSIX INC COM 00773T101 2,682 100,000 SH   SOLE   100,000 0 0
ALPHABET INC CAP STK CL A 02079K305 8,766 4,250 SH   SOLE   4,250 0 0
BEACON ROOFING SUPPLY INC COM 073685109 17,004 325,000 SH   SOLE   325,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 31,300 675,000 SH   SOLE   675,000 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 23,179 525,000 SH   SOLE   525,000 0 0
CONSTELLIUM SE CL A SHS F21107101 2,174 147,924 SH   SOLE   147,924 0 0
EQUITABLE HLDGS INC COM 29452E101 30,010 920,000 SH   SOLE   920,000 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 8,020 292,709 SH   SOLE   292,709 0 0
JELD-WEN HLDG INC COM 47580P103 6,555 236,734 SH   SOLE   236,734 0 0
LEIDOS HOLDINGS INC COM 525327102 9,224 95,809 SH   SOLE   95,809 0 0
MASONITE INTL CORP COM 575385109 13,829 120,000 SH   SOLE   120,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 13,755 42,500 SH   SOLE   42,500 0 0
OLIN CORP COM PAR $1 680665205 10,725 282,461 SH   SOLE   282,461 0 0
PUBLIC STORAGE COM 74460D109 6,169 25,000 SH   SOLE   25,000 0 0
SCHWAB CHARLES CORP COM 808513105 16,295 250,000 SH   SOLE   250,000 0 0
TRUIST FINL CORP COM 89832Q109 11,664 200,000 SH   SOLE   200,000 0 0
US BANCORP DEL COM NEW 902973304 2,766 50,000 SH   SOLE   50,000 0 0
WELLS FARGO CO NEW COM 949746101 5,861 150,000 SH   SOLE   150,000 0 0