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 |
| ADECOAGRO S A | COM | L00849106 | 1,458 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| ANTERIX INC | COM | 03676C100 | 1,810 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM CL A | 03768E105 | 1,891 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| ATHENE HLDG LTD | CL A | G0684D107 | 35,331 | 840,000 | SH | SOLE | 840,000 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 2,392 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| FIVE POINT HOLDINGS LLC | COM CL A | 33833Q106 | 1,125 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 1,979 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| INTELSAT S A | COM | L5140P101 | 7,980 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 8,496 | 45,000 | SH | Put | SOLE | 45,000 | 0 | 0 | |
| IRSA INVERSIONES Y REP S A | GLOBL DEP RCPT | 450047204 | 1,420 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| ISHARES TR | IBOXX HI YD ETF | 464288513 | 21,793 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 27,383 | 670,000 | SH | Put | SOLE | 670,000 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 10,594 | 70,000 | SH | Put | SOLE | 70,000 | 0 | 0 | |
| MR COOPER GROUP INC | COM | 62482R107 | 26,550 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| NORTHERN OIL & GAS INC NEV | COM | 665531109 | 1,666 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 15,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 20,305 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 11,871 | 40,000 | SH | Put | SOLE | 40,000 | 0 | 0 | |
| STUDIO CITY INTL HLDGS LTD | SPON ADS | 86389T106 | 1,407 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 4,530 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| VISTRA ENERGY CORP | *W EXP 02/02/202 | 92840M128 | 205 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| WAITR HLDGS INC | COM | 930752100 | 591 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||