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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
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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
ALPHABET INC CAP STK CL A 02079K305 13,893 6,375 SH   SOLE   6,375 0 0
AMAZON COM INC COM 023135106 14,737 138,750 SH   SOLE   138,750 0 0
BALL CORP COM 058498106 6,877 100,000 SH   SOLE   100,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 24,568 457,500 SH   SOLE   457,500 0 0
CACI INTL INC CL A 127190304 19,372 68,750 SH   SOLE   68,750 0 0
CITIZENS FINL GROUP INC COM 174610105 3,569 100,000 SH   SOLE   100,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 18,810 328,500 SH   SOLE   328,500 0 0
CONSTELLIUM SE CL A SHS F21107101 10,568 800,000 SH   SOLE   800,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,695 38,750 SH   SOLE   38,750 0 0
DIGIMARC CORP NEW COM 25381B101 977 69,114 SH   SOLE   69,114 0 0
EQUITABLE HLDGS INC COM 29452E101 19,553 750,000 SH   SOLE   750,000 0 0
JELD-WEN HLDG INC COM 47580P103 7,660 525,000 SH   SOLE   525,000 0 0
LEIDOS HOLDINGS INC COM 525327102 18,631 185,000 SH   SOLE   185,000 0 0
MASONITE INTL CORP COM 575385109 14,982 195,000 SH   SOLE   195,000 0 0
OLIN CORP COM PAR $1 680665205 14,115 305,000 SH   SOLE   305,000 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 10,555 67,500 SH   SOLE   67,500 0 0
SCHWAB CHARLES CORP COM 808513105 18,954 300,000 SH   SOLE   300,000 0 0
SENDAS DISTRIBUIDORA S A SPON ADS 81689T104 13,590 1,000,000 SH   SOLE   1,000,000 0 0