The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ALLERGAN PLC | SHS | G0177J108 | 241,742 | 1,365,000 | SH | SOLE | 1,365,000 | 0 | 0 | ||
| CONSTELLIUM SE | CL A SHS | F21107101 | 8,076 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
| EXACT SCIENCES CORP | COM | 30063P105 | 24,650 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 183,731 | 3,145,000 | SH | SOLE | 3,145,000 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 60,300 | 7,200,000 | SH | SOLE | 7,200,000 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 25,125 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 174,467 | 14,950,000 | SH | SOLE | 14,950,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 53,940 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 98,626 | 685,000 | SH | SOLE | 685,000 | 0 | 0 | ||
| 2U INC | COM | 90214J101 | 60,110 | 2,832,720 | SH | SOLE | 2,832,720 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 55,840 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 42,504 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | ||