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 6,218 150,000 SH   SOLE   150,000 0 0
ADVANSIX INC COM 00773T101 1,128 28,380 SH   SOLE   28,380 0 0
ALPHABET INC CAP STK CL A 02079K305 10,360 3,875 SH   SOLE   3,875 0 0
AMAZON COM INC COM 023135106 4,106 1,250 SH   SOLE   1,250 0 0
BEACON ROOFING SUPPLY INC COM 073685109 8,433 176,565 SH   SOLE   176,565 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 45,029 870,300 SH   SOLE   870,300 0 0
CITIZENS FINL GROUP INC COM 174610105 23,490 500,000 SH   SOLE   500,000 0 0
CONSTELLIUM SE CL A SHS F21107101 11,330 603,282 SH   SOLE   603,282 0 0
EQUITABLE HLDGS INC COM 29452E101 33,345 1,125,000 SH   SOLE   1,125,000 0 0
JELD-WEN HLDG INC COM 47580P103 14,062 561,823 SH   SOLE   561,823 0 0
LEIDOS HOLDINGS INC COM 525327102 11,007 114,500 SH   SOLE   114,500 0 0
MASONITE INTL CORP COM 575385109 12,001 113,078 SH   SOLE   113,078 0 0
NORTHROP GRUMMAN CORP COM 666807102 13,506 37,500 SH   SOLE   37,500 0 0
OLIN CORP COM PAR $1 680665205 12,063 250,000 SH   SOLE   250,000 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 8,190 58,750 SH   SOLE   58,750 0 0
SCHWAB CHARLES CORP COM 808513105 9,105 125,000 SH   SOLE   125,000 0 0
TRUIST FINL CORP COM 89832Q109 14,663 250,000 SH   SOLE   250,000 0 0