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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| APOLLO GLOBAL MGMT LLC | CL A SHS | 037612306 | 11,276 | 336,900 | SH | SOLE | 336,900 | 0 | 0 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 6,266 | 106,840 | SH | SOLE | 106,840 | 0 | 0 | ||
| BABCOCK & WILCOX ENTERPRIS I | COM | 05614L100 | 17,821 | 3,137,504 | SH | SOLE | 3,137,504 | 0 | 0 | ||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 17,014 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 19,611 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| CAREER EDUCATION CORP | COM | 141665109 | 10,495 | 868,806 | SH | SOLE | 868,806 | 0 | 0 | ||
| EXPRESS INC | COM | 30219E103 | 6,598 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 38,940 | 2,500 | SH | Put | SOLE | 2,500 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 42,689 | 2,800 | SH | Put | SOLE | 2,800 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F903 | 138,767 | 5,200 | SH | Put | SOLE | 5,200 | 0 | 0 | |
| XPO LOGISTICS INC | COM | 983793100 | 20,608 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| YAMANA GOLD INC | COM | 98462Y100 | 3,744 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 20,183 | 2,955,000 | SH | SOLE | 2,955,000 | 0 | 0 | ||
| AEGEAN MARINE PETROLEUM NETW | SHS | Y0017S102 | 3,204 | 745,081 | SH | SOLE | 745,081 | 0 | 0 | ||