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
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
BGC PARTNERS INC CL A 05541T101 1,918 700,000 SH   SOLE   700,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 8,864 200,000 SH   SOLE   200,000 0 0
BROADMARK RLTY CAP INC COM 11135B100 4,828 509,787 SH   SOLE   509,787 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 7,268 400,000 SH   SOLE   400,000 0 0
KROGER CO COM 501044101 3,893 115,000 SH   SOLE   115,000 0 0
NRG ENERGY INC COM NEW 629377508 6,512 200,000 SH   SOLE   200,000 0 0
PG&E CORP COM 69331C108 4,435 500,000 SH   SOLE   500,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 5,394 190,000 SH   SOLE   190,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 18,340 500,000 SH   SOLE   500,000 0 0
VISTRA ENERGY CORP COM 92840M102 9,869 530,000 SH   SOLE   530,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 5,381 536,000 SH   SOLE   536,000 0 0
WILLSCOT CORP COM 971375126 7,804 635,000 SH   SOLE   635,000 0 0
PROTHENA CORP PLC SHS G72800108 3,023 289,020 SH   SOLE   289,020 0 0
DANAOS CORPORATION SHS Y1968P121 1,626 435,947 SH   SOLE   435,947 0 0
INVESCO QQQ TR PUT 46090E953 99,040 4,000 SH Put SOLE   4,000 0 0
ISHARES TR PUT 464288953 40,810 5,000 SH Put SOLE   5,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953 77,090 2,500 SH Put SOLE   2,500 0 0