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 |
| 8X8 INC NEW | COM | 282914100 | 9,924 | 495,000 | SH | SOLE | 495,000 | 0 | 0 | ||
| BGC PARTNERS INC | CL A | 05541T101 | 5,094 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| BLUE RIDGE MOUNTAIN RESOURCES INC | COM | 095877106 | 1,035 | 160,500 | SH | SOLE | 160,000 | 0 | 0 | ||
| BLUELINX HLDGS INC | COM NEW | 09624H208 | 3,760 | 100,200 | SH | SOLE | 100,200 | 0 | 0 | ||
| BRINKS CO | COM | 109696104 | 12,361 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 7,316 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CENTURY CMNTYS INC | COM | 156504300 | 15,257 | 623,049 | SH | SOLE | 623,049 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 7,109 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| CONTURA ENERGY INC | COM | 21241B100 | 8,360 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| COOPER STD HLDGS INC | COM | 21676P103 | 5,226 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 5,240 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 11,727 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 4,212 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| FORESTAR GROUP INC | COM | 346232101 | 4,098 | 197,500 | SH | SOLE | 197,500 | 0 | 0 | ||
| GRAND CANYON ED INC | COM | 38526M106 | 11,161 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| INDUSTRIAL LOGISTICS PPTYS | COM | 456237106 | 10,057 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| JUST ENERGY GROUP INC | COM | 48213W101 | 798 | 220,540 | SH | SOLE | 220,540 | 0 | 0 | ||
| KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 4,585 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 6,330 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| PACKAGING CORP AMER | COM | 695156109 | 5,030 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY SA | SHS | L8681T102 | 6,224 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| TURNING PT BRANDS INC | COM | 90041L105 | 15,471 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
| U S SILICA HLDGS INC | COM | 90346E103 | 264 | 10,291 | SH | SOLE | 10,291 | 0 | 0 | ||