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
AAR CORP COM 000361105 18,036 459,046 SH   SOLE 459,046 0 0
ADIENT PLC ORD SHS G0084W101 8,353 106,132 SH   SOLE 106,132 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,642 70,000 SH   SOLE 70,000 0 0
CAESARS ENTMT CORP COM 127686103 22,544 1,782,163 SH   SOLE 1,782,163 0 0
CARS COM INC COM 14575E105 2,285 79,227 SH   SOLE 79,227 0 0
COMCAST CORP NEW CL A 20030N101 14,275 356,431 SH   SOLE 356,431 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 3,283 40,392 SH   SOLE 40,392 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 10,758 192,106 SH   SOLE 192,106 0 0
DOWDUPONT INC COM 26078J100 5,021 70,500 SH   SOLE 70,500 0 0
DXC TECHNOLOGY CO COM 23355L106 6,358 67,000 SH   SOLE 67,000 0 0
ELLINGTON FINANCIAL LLC COM 288522303 3,500 241,190 SH   SOLE 241,190 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 31,421 2,195,742 SH   SOLE 2,195,742 0 0
FIRST DATA CORP NEW COM CL A 32008D106 3,426 205,000 SH   SOLE 205,000 0 0
HAYMAKER ACQUISITION UNIT 10/19/2022 420870206 9,900 1,000,000 SH   SOLE 1,000,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 20,399 486,266 SH   SOLE 486,266 0 0
KADMON HLDGS INC COM 48283N106 912 252,015 SH   SOLE 252,015 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 15,588 434,932 SH   SOLE 434,932 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 14,621 432,072 SH   SOLE 432,072 0 0
MGM RESORTS INTERNATIONAL COM 552953101 33,589 1,005,958 SH   SOLE 1,005,958 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 34,901 446,300 SH   SOLE 446,300 0 0
NRG ENERGY INC COM NEW 629377508 6,123 215,000 SH   SOLE 215,000 0 0
RESOURCE CAP CORP COM NEW 76120W708 937 100,000 SH   SOLE 100,000 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 35,625 941,214 SH   SOLE 941,214 0 0
STEALTHGAS INC SHS Y81669106 5,218 1,196,880 SH   SOLE 1,196,880 0 0
TIME WARNER INC COM NEW 887317303 60,867 665,435 SH   SOLE 665,435 0 0
VISA INC COM CL A 92826C839 7,354 64,500 SH   SOLE 64,500 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 1,192 167,350 SH   SOLE 167,350 0 0
WHITING PETE CORP NEW COM NEW 966387409 13,270 501,119 SH   SOLE 501,119 0 0
XPO LOGISTICS INC COM 983793100 6,549 71,500 SH   SOLE 71,500 0 0
ZAYO GROUP HLDGS INC COM 98919V105 17,811 484,001 SH   SOLE 484,001 0 0