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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARROW ELECTRS INC COM 042735100   35,010,860 289,921 SH   SOLE   289,921 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   14,571,831 63,948 SH   SOLE   63,948 0 0
BERRY GLOBAL GROUP INC COM 08579W103   72,978,885 1,240,083 SH   SOLE   1,240,083 0 0
CHEMOURS CO COM 163851108   78,016,049 3,456,626 SH   SOLE   3,456,626 0 0
DISCOVER FINL SVCS COM 254709108   42,390,943 324,065 SH   SOLE   324,065 0 0
HCI GROUP INC COM 40416E103   54,122,593 587,204 SH   SOLE   587,204 0 0
HILTON GRAND VACATIONS INC COM 43283X105   3,872,102 95,773 SH   SOLE   95,773 0 0
KEMPER CORP COM 488401100   26,254,296 442,513 SH   SOLE   442,513 0 0
LGI HOMES INC COM 50187T106   21,477,332 239,997 SH   SOLE   239,997 0 0
NET POWER INC COM CL A 64107A105   4,331,059 440,596 SH   SOLE   440,596 0 0
REGIONAL MGMT CORP COM 75902K106   2,773,238 96,494 SH   SOLE   96,494 0 0
SIGNET JEWELERS LIMITED SHS G81276100   58,356,712 651,448 SH   SOLE   651,448 0 0
SOTERA HEALTH CO COM 83601L102   9,584,028 807,416 SH   SOLE   807,416 0 0
SYNCHRONY FINANCIAL COM 87165B103   5,615,704 119,002 SH   SOLE   119,002 0 0
TD SYNNEX CORPORATION COM 87162W100   63,787,581 552,752 SH   SOLE   552,752 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   35,947,766 270,223 SH   SOLE   270,223 0 0