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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
ECO STIM ENERGY SOLUTIONS IN COM 27888D101 6,177 2,130,000 SH   SOLE   2,130,000 0 0
MCDONALDS CORP COM 580135101 90,255 750,000 SH Put SOLE   750,000 0 0
NMI HLDGS INC CL A 629209305 29,113 5,312,652 SH   SOLE   5,312,652 0 0