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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AERCAP HOLDINGS NVSHSN0098510628,908730,000SH SOLE1, 2730,00000
AIR LEASE CORPCL A00912X3023,021100,000SH SOLE1, 2100,00000
ALPHABET INCCAP STK CL C02079K10713,15212,700SH SOLE1, 212,70000
ANTERO RES CORPCOM03674X1061,127120,000SH SOLE1, 2120,00000
AVIS BUDGET GROUPCOM0537741054,496200,000SH SOLE1, 2200,00000
BARRICK GOLD CORPCOM0679011087,609562,000SH SOLE1, 2562,00000
BOEING COCOM09702310512,96540,200SH SOLE1, 240,20000
CHEMOURS COCOM1638511081,97570,000SH SOLE1, 270,00000
CIMAREX ENERGY COCOM1717981019,864160,000SH SOLE1, 2160,00000
CROWN HOLDINGS INCCOM22836810610,393250,000SH SOLE1, 2250,00000
CVS HEALTH CORPCOM1266501006,552100,000SH SOLE1, 2100,00000
DELTA AIR LINES INC DELCOM NEW24736170230,938620,000SH SOLE1, 2620,00000
DXC TECHNOLOGY COCOM23355L1068,933168,000SH SOLE1, 2168,00000
GOLAR LNG LTD BERMUDASHSG9456A1007,181330,000SH SOLE1, 2330,00000
GOLDMAN SACHS GROUP INCCOM38141G1041,1366,800SH SOLE1, 26,80000
GRAFTECH INTL LTDCOM3843135088,803769,457SH SOLE1, 2769,45700
INTEL CORPCOM4581401001,76937,700SH SOLE1, 237,70000
ISHARES TR20 YR TR BD ETF4642874324,86040,000SH SOLE1, 240,00000
KINDER MORGAN INC DELCOM49456B10111,104722,000SH SOLE1, 2722,00000
KNIGHT SWIFT TRANSN HLDGS INCL A4990491044,262170,000SH SOLE1, 2170,00000
LAM RESEARCH CORPCOM5128071088,85165,000SH SOLE1, 265,00000
MARATHON PETE CORPCOM56585A10218,883320,000SH SOLE1, 2320,00000
MICRON TECHNOLOGY INCCOM5951121031,96161,792SH SOLE1, 261,79200
MR COOPER GROUP INCCOM62482R1078,869760,000SH SOLE1, 2760,00000
NEW RESIDENTIAL INVT CORPCOM NEW64828T2011,445101,661SH SOLE1, 2101,66100
NEWFIELD EXPL COCOM6512901084,105280,000SH SOLE1, 2280,00000
NEXSTAR MEDIA GROUP INCCL A65336K10320,446260,000SH SOLE1, 2260,00000
NOBLE ENERGY INCCOM65504410575040,000SH SOLE1, 240,00000
NRG ENERGY INCCOM NEW62937750821,780550,000SH SOLE1, 2550,00000
PEABODY ENERGY CORP NEWCOM7045511002,89695,000SH SOLE1, 295,00000
SPDR GOLD TRUSTGOLD SHS78463V10736,981305,000SH SOLE1, 2305,00000
SPIRIT AIRLS INCCOM8485771021,84431,838SH SOLE1, 231,83800
STARWOOD PPTY TR INCCOM85571B10517,568891,334SH SOLE1, 2891,33400
TIVITY HEALTH INCCOM88870R1021,46659,088SH SOLE1, 259,08800
UNITED CONTL HLDGS INCCOM9100471096,65779,500SH SOLE1, 279,50000
UNITED RENTALS INCCOM9113631097,17770,000SH SOLE1, 270,00000
WYNDHAM DESTINATIONS INCCOM98310W1086,093170,000SH SOLE1, 2170,00000