The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AGILENT TECHNOLOGIES INC COM 00846U101 15,026 242,992 SH   SOLE   242,992 0 0
ANADARKO PETE CORP COM 032511107 10,014 136,704 SH   SOLE   136,704 0 0
ANTHEM INC COM 036752103 13,008 54,650 SH   SOLE   54,650 0 0
APERGY CORP COM 03755L104 24,703 591,685 SH   SOLE   591,685 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 35,944 1,965,261 SH   SOLE   1,965,261 0 0
CONCHO RES INC COM 20605P101 781 5,650 SH   SOLE   5,650 0 0
CROWN HOLDINGS INC COM 228368106 1,270 28,395 SH   SOLE   28,395 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,129 71,196 SH   SOLE   71,196 0 0
FULLER H B CO COM 359694106 8,229 153,284 SH   SOLE   153,284 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 7,478 253,851 SH   SOLE   253,851 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 8,746 235,541 SH   SOLE   235,541 0 0
MOHAWK INDS INC COM 608190104 2,678 12,500 SH   SOLE   12,500 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 14,609 234,915 SH   SOLE   234,915 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 5,068 81,500 SH Call SOLE   81,500 0 0
STARS GROUP INC COM 85570W100 52,776 1,453,865 SH   SOLE   1,453,865 0 0
TALOS ENERGY INC COM 87484T108 976 30,400 SH   SOLE   30,400 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 6,154 1,870,500 SH   SOLE   1,870,500 0 0
WEB COM GROUP INC COM 94733A104 3,618 139,969 SH   SOLE   139,969 0 0
WELLS FARGO CO NEW COM 949746101 10,445 188,400 SH   SOLE   188,400 0 0
WPX ENERGY INC COM 98212B103 27,510 1,525,776 SH   SOLE   1,525,776 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 15,207 1,119,800 SH Call SOLE   11,198 0 0