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 |
| AGCO CORP | COM | 001084102 | 7,176 | 100,468 | SH | SOLE | 100,468 | 0 | 0 | ||
| GREAT AJAX CORP | COM | 38983D300 | 5,078 | 367,446 | SH | SOLE | 367,446 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 9,097 | 311,955 | SH | SOLE | 311,955 | 0 | 0 | ||
| BMC STK HLDGS INC | COM | 05591B109 | 3,814 | 150,743 | SH | SOLE | 150,743 | 0 | 0 | ||
| BLUELINX HLDGS INC | COM NEW | 09624H208 | 2,241 | 229,640 | SH | SOLE | 229,640 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 2,255 | 30,311 | SH | SOLE | 30,311 | 0 | 0 | ||
| C&J ENERGY SVCS INC NEW | COM | 12674R100 | 6,056 | 180,929 | SH | SOLE | 180,929 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 3,815 | 74,710 | SH | SOLE | 74,710 | 0 | 0 | ||
| ENERGY XXI GULF COAST INC | COM | 29276K101 | 5,391 | 939,171 | SH | SOLE | 939,171 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 13,704 | 370,366 | SH | SOLE | 370,366 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 3,980 | 62,937 | SH | SOLE | 62,937 | 0 | 0 | ||
| MEDICAL PPTYS TRUST INC | COM | 58463J304 | 7,058 | 512,226 | SH | SOLE | 512,226 | 0 | 0 | ||
| M/I HOMES INC | COM | 55305B101 | 5,796 | 168,480 | SH | SOLE | 168,480 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 5,422 | 793,836 | SH | SOLE | 793,836 | 0 | 0 | ||
| NEXTDECADE CORP | COM | 65342K105 | 1,410 | 182,231 | SH | SOLE | 182,231 | 0 | 0 | ||
| NEXTDECADE CORP | *W EXP 07/23/202 | 65342K113 | 499 | 831,017 | SH | SOLE | 831,017 | 0 | 0 | ||
| PLY GEM HLDGS INC | COM | 72941W100 | 7,610 | 411,333 | SH | SOLE | 411,333 | 0 | 0 | ||
| PROPETRO HLDG CORP | COM | 74347M108 | 5,723 | 283,893 | SH | SOLE | 283,893 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 4,043 | 23,388 | SH | SOLE | 23,388 | 0 | 0 | ||
| SUPERIOR ENERGY SVCS INC | COM | 868157108 | 9,371 | 973,154 | SH | SOLE | 973,154 | 0 | 0 | ||
| UNIVERSAL FST PRODS INC | COM | 913543104 | 7,217 | 191,843 | SH | SOLE | 191,843 | 0 | 0 | ||
| UNITED STATES OIL FUND LP | UNITS | 91232N108 | 187 | 8,042,700 | SH | Put | SOLE | 8,042,700 | 0 | 0 | |
| WEATHERFORD INTL PLC | ORD SHS | G48833100 | 1,004 | 240,741 | SH | SOLE | 240,741 | 0 | 0 | ||