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 |
| AK STL HLDG CORP | COM | 001547108 | 2,157 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ATHENE HLDG LTD | CL A | G0684D107 | 250 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 15,184 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 554 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 76,607 | 2,610,115 | SH | SOLE | 2,610,115 | 0 | 0 | ||
| ENERGY XXI GULF COAST INC | COM | 29276K101 | 59,564 | 1,987,460 | SH | SOLE | 1,987,460 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 6,680 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 13,360 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| HALCON RES CORP | COM PAR NEW | 40537Q605 | 62,681 | 8,140,390 | SH | SOLE | 8,140,390 | 0 | 0 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 2,720 | 114,750 | SH | SOLE | 114,750 | 0 | 0 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 50,852 | 570,860 | SH | SOLE | 570,860 | 0 | 0 | ||
| MIDSTATES PETE CO INC | COM PAR | 59804T407 | 7,263 | 393,662 | SH | SOLE | 393,662 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 63,856 | 1,040,000 | SH | SOLE | 1,040,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 7,391 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| NIMBLE STORAGE INC | COM | 65440R101 | 3,482 | 278,551 | SH | SOLE | 278,551 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 10,185 | 93,500 | SH | SOLE | 93,500 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 109,710 | 1,060,000 | SH | SOLE | 1,060,000 | 0 | 0 | ||
| RITE AID CORP | COM | 767754104 | 885 | 208,205 | SH | SOLE | 208,205 | 0 | 0 | ||
| SANCHEZ ENERGY CORP | COM | 79970Y105 | 10,494 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| SANDRIDGE ENERGY INC | COM NEW | 80007P869 | 65,935 | 3,566,000 | SH | SOLE | 3,566,000 | 0 | 0 | ||
| SMITH & NEPHEW PLC | SPDN ADR NEW | 83175M205 | 1,995 | 64,500 | SH | SOLE | 64,500 | 0 | 0 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 2,451 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 10,950 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| VALSPAR CORP | COM | 920355104 | 24,154 | 217,719 | SH | SOLE | 217,719 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 1,950 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||