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 |
| ADIENT PLC | ORD SHS | G0084W101 | 4,995 | 110,517 | SH | SOLE | 110,517 | 0 | 0 | ||
| ADVANSIX INC | COM | 00773T101 | 2,986 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 9,767 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 11,181 | 3,250 | SH | SOLE | 3,250 | 0 | 0 | ||
| BEACON ROOFING SUPPLY INC | COM | 073685109 | 10,650 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 39,461 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| CITIZENS FINL GROUP INC | COM | 174610105 | 22,935 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CONSTELLIUM SE | CL A SHS | F21107101 | 11,370 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| EQUITABLE HLDGS INC | COM | 29452E101 | 34,256 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
| JELD-WEN HLDG INC | COM | 47580P103 | 7,659 | 291,650 | SH | SOLE | 291,650 | 0 | 0 | ||
| LEIDOS HOLDINGS INC | COM | 525327102 | 10,110 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MASONITE INTL CORP | COM | 575385109 | 12,157 | 108,750 | SH | SOLE | 108,750 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 14,991 | 41,250 | SH | SOLE | 41,250 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 11,565 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PUBLIC STORAGE | COM | 74460D109 | 1,879 | 6,250 | SH | SOLE | 6,250 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 10,922 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TRUIST FINL CORP | COM | 89832Q109 | 16,650 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| US BANCORP DEL | COM NEW | 902973304 | 2,849 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 5,661 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| WEST FRASER TIMBER CO LTD | COM | 952845105 | 7,168 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||