The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| BARRICK GOLD CORPORATION | COM | 067901108 | 2,742 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CLEVELAND CLIFFS INC | COM | 185899101 | 6,993 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 4,224 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 5,052 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 4,173 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| MOSAIC ACQUISITION CORP | UNIT 99/99/9999 | 61946M209 | 2,064 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SUNCOKE ENERGY INC | COM | 86722A103 | 5,519 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| TALLGRASS ENERGY LP | CLASS A SHS | 874696107 | 8,045 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 186,387 | 666,000 | SH | Put | SOLE | 666,000 | 0 | 0 | |
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 6,726 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||