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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 27,551,675 | 428,220 | SH | SOLE | 428,220 | 0 | 0 | |||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 3,337,770 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | |||
| CHEMOURS CO | COM | 163851108 | 29,512,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| GRIFFON CORP | COM | 398433102 | 12,327,931 | 305,904 | SH | SOLE | 305,904 | 0 | 0 | |||
| REGIONAL MGMT CORP | COM | 75902K106 | 9,317,689 | 305,498 | SH | SOLE | 305,498 | 0 | 0 | |||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 15,581,608 | 238,762 | SH | SOLE | 238,762 | 0 | 0 | |||
| SYNCHRONY FINANCIAL | COM | 87165B103 | 34,186,306 | 1,007,851 | SH | SOLE | 1,007,851 | 0 | 0 | |||
| TD SYNNEX CORPORATION | COM | 87162W100 | 17,336,232 | 184,428 | SH | SOLE | 184,428 | 0 | 0 | |||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 19,689,240 | 241,942 | SH | SOLE | 241,942 | 0 | 0 | |||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 15,452,665 | 1,215,788 | SH | SOLE | 1,215,788 | 0 | 0 | |||