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 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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   2,627 50,000 SH   SOLE   50,000 0 0
BOYD GAMING CORP COM 103304101   4,308 79,000 SH   SOLE   79,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   4,214 355,000 SH   SOLE   355,000 0 0
FIRSTCASH HOLDINGS INC COM 33768G107   1,786 20,555 SH   SOLE   20,555 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   15,005 975,000 SH   SOLE   975,000 0 0
HERTZ GLOBAL HLDGS INC *W EXP 06/30/205 42806J148   13,068 849,111 SH   SOLE   849,111 0 0
HOME BANCSHARES INC COM 436893200   1,253 55,000 SH   SOLE   55,000 0 0
MEDALLION FINL CORP COM 583928106   564 79,007 SH   SOLE   79,007 0 0
ONEMAIN HLDGS INC COM 68268W103   46,967 1,410,000 SH   SOLE   1,410,000 0 0
PROSHARES TR ULSH 20YRTRE NEW 74347G887   2,408 31,257 SH   SOLE   31,257 0 0