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 | BBG002S8JL91 | 17,925,955 | 296,640 | SH | SOLE | N/A | 296,640 | 0 | 0 | |
| CAPITAL ONE FINL CORP | COM | 14040H105 | BBG000BGKVR1 | 18,727,629 | 201,459 | SH | SOLE | N/A | 201,459 | 0 | 0 | |
| CHEMOURS CO | COM | 163851108 | BBG009CL69X8 | 10,354,184 | 338,151 | SH | SOLE | N/A | 338,151 | 0 | 0 | |
| G III APPAREL GROUP LTD | COM | 36237H101 | BBG000C2ZCC3 | 2,742,000 | 200,000 | SH | SOLE | N/A | 200,000 | 0 | 0 | |
| GRIFFON CORP | COM | 398433102 | BBG000D7GY98 | 9,791,357 | 273,578 | SH | SOLE | N/A | 273,578 | 0 | 0 | |
| REGIONAL MGMT CORP | COM | 75902K106 | BBG001PJFMC0 | 9,792,395 | 348,732 | SH | SOLE | N/A | 348,732 | 0 | 0 | |
| SYNCHRONY FINANCIAL | COM | 87165B103 | BBG00658F3W5 | 4,150,448 | 126,307 | SH | SOLE | N/A | 126,307 | 0 | 0 | |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | BBG000CPJ107 | 18,081,135 | 370,591 | SH | SOLE | N/A | 370,591 | 0 | 0 | |
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | BBG00MRYWGF0 | 13,095,792 | 955,200 | SH | SOLE | N/A | 955,200 | 0 | 0 | |