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 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 16,724 | 208,070 | SH | SOLE | 208,070 | 0 | 0 | ||
| BIO RAD LABS INC | CL A | 090572207 | 3,418 | 11,183 | SH | SOLE | 11,183 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 34,437 | 2,581,486 | SH | SOLE | 2,581,486 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 2,668 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| COHERENT INC | COM | 192479103 | 11,348 | 80,074 | SH | SOLE | 80,074 | 0 | 0 | ||
| DOLBY LABORATORIES INC | COM CL A | 25659T107 | 23,622 | 375,144 | SH | SOLE | 375,144 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 7,900 | 83,000 | SH | SOLE | 83,000 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 10,441 | 219,300 | SH | SOLE | 219,300 | 0 | 0 | ||
| FULLER H B CO | COM | 359694106 | 11,043 | 227,031 | SH | SOLE | 227,031 | 0 | 0 | ||
| HASBRO INC | COM | 418056107 | 3,342 | 39,305 | SH | SOLE | 39,305 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 16,295 | 814,362 | SH | SOLE | 814,362 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 12,044 | 343,621 | SH | SOLE | 343,621 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 17,960 | 776,090 | SH | SOLE | 776,090 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 7,312 | 316,000 | SH | Call | SOLE | 316,000 | 0 | 0 | |
| SEA LTD | SPONSORED ADS | 81141R100 | 13,753 | 584,719 | SH | SOLE | 584,719 | 0 | 0 | ||
| SOCIEDAD QUIMICA MINERA DE C | SPON ADR SER B | 833635105 | 2,675 | 69,600 | SH | Put | SOLE | 69,600 | 0 | 0 | |
| SPDR SERIES TRUST | S&P OILGAS EXP | 78464A730 | 31,730 | 1,032,200 | SH | Call | SOLE | 1,032,200 | 0 | 0 | |
| STARS GROUP INC | COM | 85570W100 | 53,748 | 3,069,563 | SH | SOLE | 3,069,563 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 4,159 | 27,207 | SH | SOLE | 27,207 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 8,579 | 47,250 | SH | SOLE | 47,250 | 0 | 0 | ||
| WHITING PETE CORP NEW | COM NEW | 966387409 | 4,227 | 161,700 | SH | Call | SOLE | 161,700 | 0 | 0 | |
| WHITING PETE CORP NEW | COM NEW | 966387409 | 13,911 | 532,192 | SH | SOLE | 532,192 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 8,114 | 618,900 | SH | Call | SOLE | 618,900 | 0 | 0 | |
| WPX ENERGY INC | COM | 98212B103 | 27,858 | 2,124,911 | SH | SOLE | 2,124,911 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 4,822 | 344,200 | SH | Call | SOLE | 344,200 | 0 | 0 | |