0000950123-19-001760.txt : 20190214 0000950123-19-001760.hdr.sgml : 20190214 20190214060551 ACCESSION NUMBER: 0000950123-19-001760 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190214 DATE AS OF CHANGE: 20190214 EFFECTIVENESS DATE: 20190214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Covalent Partners LLC CENTRAL INDEX KEY: 0001531611 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14764 FILM NUMBER: 19600364 BUSINESS ADDRESS: STREET 1: 930 WINTER STREET, SUITE 2800 CITY: WALTHAM STATE: MA ZIP: 02451 BUSINESS PHONE: 617-658-5508 MAIL ADDRESS: STREET 1: 930 WINTER STREET, SUITE 2800 CITY: WALTHAM STATE: MA ZIP: 02451 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001531611 XXXXXXXX 12-31-2018 12-31-2018 Covalent Partners LLC

930 Winter Street, Suite 2800 Waltham MA 02451

13F HOLDINGS REPORT 028-14764 N William C. Stone, Jr. 617-658-5508 /s/ William C. Stone Jr. Waltham MA 02-14-2019 0 25 61857 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F AGCO CORP COM 001084102 3323 59700 SH SOLE 59700 0 0 CENTENNIAL RESOURCE DEV INC CL A 15136A102 2117 192100 SH SOLE 192100 0 0 C&J ENERGY SVCS INC NEW COM 12674R100 1862 137919 SH SOLE 137919 0 0 D R HORTON INC COM 23331A109 2132 61500 SH SOLE 61500 0 0 EVERI HLDGS INC COM 30034T103 102 19814 SH SOLE 19814 0 0 KEANE GROUP INC COM 48669A108 4962 606610 SH SOLE 606610 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 8058 249387 SH SOLE 249387 0 0 HALLIBURTON CO COM 406216101 6541 246104 SH SOLE 246104 0 0 ISHARES TR IBOXX HI YD ETF 464288513 244 246000 SH Put SOLE 246000 0 0 INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 1792 122514 SH SOLE 122514 0 0 LENNAR CORP CL A 526057104 4224 107900 SH SOLE 107900 0 0 LGI HOMES INC COM 50187T106 2645 58500 SH SOLE 58500 0 0 NABORS INDUSTRIES LTD SHS G6359F103 1113 556480 SH SOLE 556480 0 0 NABORS INDUSTRIES LTD SHS G6359F103 2 210800 SH Call SOLE 210800 0 0 NEXTDECADE CORP COM 65342K105 755 139800 SH SOLE 139800 0 0 PATTERSON UTI ENERGY INC COM 703481101 5390 520800 SH SOLE 520800 0 0 PROPETRO HLDG CORP COM 74347M108 3973 322500 SH SOLE 322500 0 0 PIONEER NAT RES CO COM 723787107 4558 34655 SH SOLE 34655 0 0 SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 2597 214800 SH SOLE 214800 0 0 SUPERIOR ENERGY SVCS INC COM 868157108 1526 455600 SH SOLE 455600 0 0 ISHARES TR 20 YR TR BD ETF 464287432 14 275000 SH Put SOLE 275000 0 0 UNIVERSAL FST PRODS INC COM 913543104 2900 111715 SH SOLE 111715 0 0 UNITED STATES OIL FUND LP UNITS 91232N108 572 487500 SH Put SOLE 487500 0 0 CITIGROUP GLOBAL MKTS HLDGS VELOCITYSHARE 3X 17325E291 156 17500 SH SOLE 17500 0 0 WEATHERFORD INTL PLC ORD SHS G48833100 299 535000 SH SOLE 535000 0 0