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 | 3,323 | 59,700 | SH | SOLE | 59,700 | 0 | 0 | ||
| CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 2,117 | 192,100 | SH | SOLE | 192,100 | 0 | 0 | ||
| C&J ENERGY SVCS INC NEW | COM | 12674R100 | 1,862 | 137,919 | SH | SOLE | 137,919 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 2,132 | 61,500 | SH | SOLE | 61,500 | 0 | 0 | ||
| EVERI HLDGS INC | COM | 30034T103 | 102 | 19,814 | SH | SOLE | 19,814 | 0 | 0 | ||
| KEANE GROUP INC | COM | 48669A108 | 4,962 | 606,610 | SH | SOLE | 606,610 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 8,058 | 249,387 | SH | SOLE | 249,387 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 6,541 | 246,104 | SH | SOLE | 246,104 | 0 | 0 | ||
| ISHARES TR | IBOXX HI YD ETF | 464288513 | 244 | 246,000 | SH | Put | SOLE | 246,000 | 0 | 0 | |
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 1,792 | 122,514 | SH | SOLE | 122,514 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 4,224 | 107,900 | SH | SOLE | 107,900 | 0 | 0 | ||
| LGI HOMES INC | COM | 50187T106 | 2,645 | 58,500 | SH | SOLE | 58,500 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 1,113 | 556,480 | SH | SOLE | 556,480 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 2 | 210,800 | SH | Call | SOLE | 210,800 | 0 | 0 | |
| NEXTDECADE CORP | COM | 65342K105 | 755 | 139,800 | SH | SOLE | 139,800 | 0 | 0 | ||
| PATTERSON UTI ENERGY INC | COM | 703481101 | 5,390 | 520,800 | SH | SOLE | 520,800 | 0 | 0 | ||
| PROPETRO HLDG CORP | COM | 74347M108 | 3,973 | 322,500 | SH | SOLE | 322,500 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 4,558 | 34,655 | SH | SOLE | 34,655 | 0 | 0 | ||
| SOLARIS OILFIELD INFRSTR INC | COM CL A | 83418M103 | 2,597 | 214,800 | SH | SOLE | 214,800 | 0 | 0 | ||
| SUPERIOR ENERGY SVCS INC | COM | 868157108 | 1,526 | 455,600 | SH | SOLE | 455,600 | 0 | 0 | ||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 14 | 275,000 | SH | Put | SOLE | 275,000 | 0 | 0 | |
| UNIVERSAL FST PRODS INC | COM | 913543104 | 2,900 | 111,715 | SH | SOLE | 111,715 | 0 | 0 | ||
| UNITED STATES OIL FUND LP | UNITS | 91232N108 | 572 | 487,500 | SH | Put | SOLE | 487,500 | 0 | 0 | |
| CITIGROUP GLOBAL MKTS HLDGS | VELOCITYSHARE 3X | 17325E291 | 156 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| WEATHERFORD INTL PLC | ORD SHS | G48833100 | 299 | 535,000 | SH | SOLE | 535,000 | 0 | 0 | ||