The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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
ALASKA AIR GROUP INC COM 011659109 13,900,860 266,300 SH SOLE 266,300 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 19,051,459 161,030 SH SOLE 161,030 0 0
BLOCK H & R INC COM 093671105 21,549,472 565,900 SH SOLE 565,900 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 9,843,750 1,125,000 SH SOLE 1,125,000 0 0
BRINKS CO COM 109696104 34,961,961 370,007 SH SOLE 370,007 0 0
BRUNSWICK CORP COM 117043109 30,586,702 363,090 SH SOLE 363,090 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 24,311,716 271,700 SH SOLE 271,700 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 16,030,250 185,000 SH SOLE 185,000 0 0
CARLISLE COS INC COM 142339100 37,265,307 102,730 SH SOLE 102,730 0 0
DANA INC COM 235825205 16,312,395 599,500 SH SOLE 599,500 0 0
ELI LILLY & CO COM 532457108 17,991,450 15,000 SH SOLE 15,000 0 0
KIRBY CORP COM 497266106 14,276,850 105,000 SH SOLE 105,000 0 0
MALIBU BOATS INC COM CL A 56117J100 25,400,564 926,014 SH SOLE 926,014 0 0
MERITAGE HOMES CORP COM 59001A102 19,084,260 227,600 SH SOLE 227,600 0 0
MOHAWK INDS INC COM 608190104 18,694,526 154,080 SH SOLE 154,080 0 0
NORDSON CORP COM 655663102 37,711,250 125,000 SH SOLE 125,000 0 0
NVIDIA CORPORATION COM 67066G104 21,009,450 105,000 SH SOLE 105,000 0 0
OSHKOSH CORP COM 688239201 27,933,360 182,000 SH SOLE 182,000 0 0
OWENS CORNING NEW COM 690742101 53,707,815 337,870 SH SOLE 337,870 0 0
PATRICK INDS INC COM 703343103 22,822,076 254,200 SH SOLE 254,200 0 0
RH COM 74967X103 14,825,700 90,000 SH SOLE 90,000 0 0
ROCKET COS INC COM CL A 77311W101 37,304,978 2,368,570 SH SOLE 2,368,570 0 0
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 728,856 8,774 SH SOLE 8,774 0 0
SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 985,596 9,200 SH SOLE 9,200 0 0
TIMKEN CO COM 887389104 29,064,000 200,000 SH SOLE 200,000 0 0
VAIL RESORTS INC COM 91879Q109 12,253,500 90,000 SH SOLE 90,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 18,753,960 477,200 SH SOLE 477,200 0 0