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 | 7,251 | 119,418 | SH | SOLE | 119,418 | 0 | 0 | ||
| GREAT AJAX CORP | COM | 38983D300 | 1,873 | 143,230 | SH | SOLE | 143,230 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 4,551 | 173,237 | SH | SOLE | 173,237 | 0 | 0 | ||
| C&J ENERGY SVCS INC NEW | COM | 12674R100 | 3,611 | 153,005 | SH | SOLE | 153,005 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 7,533 | 183,730 | SH | SOLE | 183,730 | 0 | 0 | ||
| ENERGY XXI GULF COAST INC | COM | 29276K101 | 969 | 109,657 | SH | SOLE | 109,657 | 0 | 0 | ||
| EVERI HLDGS INC | COM | 30034T103 | 2,186 | 303,544 | SH | SOLE | 303,544 | 0 | 0 | ||
| KEANE GROUP INC | COM | 48669A108 | 4,129 | 302,029 | SH | SOLE | 302,029 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 9,309 | 260,024 | SH | SOLE | 260,024 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 628 | 348,000 | SH | Put | SOLE | 348,000 | 0 | 0 | |
| LENNAR CORP | CL A | 526057104 | 6,561 | 124,967 | SH | SOLE | 124,967 | 0 | 0 | ||
| MEDICAL PPTYS TRUST INC | COM | 58463J304 | 2,072 | 147,584 | SH | SOLE | 147,584 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 3,567 | 556,480 | SH | SOLE | 556,480 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 44 | 210,800 | SH | Call | SOLE | 210,800 | 0 | 0 | |
| NEXTDECADE CORP | COM | 65342K105 | 1,234 | 182,231 | SH | SOLE | 182,231 | 0 | 0 | ||
| PATTERSON UTI ENERGY INC | COM | 703481101 | 5,488 | 304,878 | SH | SOLE | 304,878 | 0 | 0 | ||
| PROPETRO HLDG CORP | COM | 74347M108 | 3,720 | 237,238 | SH | SOLE | 237,238 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 6,420 | 33,926 | SH | SOLE | 33,926 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 86 | 82,500 | SH | Put | SOLE | 82,500 | 0 | 0 | |
| SOLARIS OILFIELD INFRSTR INC | COM CL A | 83418M103 | 1,797 | 125,763 | SH | SOLE | 125,763 | 0 | 0 | ||
| SUPERIOR ENERGY SVCS INC | COM | 868157108 | 4,572 | 469,396 | SH | SOLE | 469,396 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 129 | 72,000 | SH | Put | SOLE | 72,000 | 0 | 0 | |
| TOLL BROTHERS INC | COM | 889478103 | 4,151 | 112,232 | SH | SOLE | 112,232 | 0 | 0 | ||
| TITAN INTL INC ILL | COM | 88830M102 | 4,250 | 396,114 | SH | SOLE | 396,114 | 0 | 0 | ||
| UNIVERSAL FST PRODS INC | COM | 913543104 | 6,008 | 164,052 | SH | SOLE | 164,052 | 0 | 0 | ||
| UNITED STATES OIL FUND LP | UNITS | 91232N108 | 210 | 1,479,000 | SH | Put | SOLE | 1,479,000 | 0 | 0 | |
| WEATHERFORD INTL PLC | ORD SHS | G48833100 | 999 | 303,676 | SH | SOLE | 303,676 | 0 | 0 | ||