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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
BERRY GLOBAL GROUP INCCOM08579W1035,091105,200SH SOLEN/A105,20000
BGC PARTNERS INCCL A05541T10184071,082SH SOLEN/A71,08200
BGC PARTNERS INCCL A05541T10114,6561,240,000SHCallSOLEN/A1,240,00000
BLUELINX HLDGS INCCOM NEW09624H20831510,000SHCallSOLEN/A10,00000
CENTURY CMNTYS INCCOM15650430013,778524,876SH SOLEN/A524,87600
COHERENT INCCOM1924791031,0386,030SH SOLEN/A6,03000
CONSTRUCTION PARTNERS INCCOM CL A21044C1075,350442,179SH SOLEN/A442,17900
DIFFERENTIAL BRANDS GROUP INCOM25374L1081,355333,717SH SOLEN/A333,71700
FGL HLDGS*W EXP 11/30/202G3402M110559283,333SH SOLEN/A283,33300
FGL HLDGSORD SHSG3402M10214,2841,596,017SH SOLEN/A1,596,01700
GMS INCCOM36251C10316,737721,433SH SOLEN/A721,43300
HOUGHTON MIFFLIN HARCOURT COCOM44157R1096,161880,086SH SOLEN/A880,08600
INTERNATIONAL GAME TECHNOLOGSHS USDG4863A1085,886298,000SH SOLEN/A298,00000
ISHARES TR20 YR TR BD ETF4642874322,75623,500SHPutSOLEN/A23,50000
M/I HOMES INCCOM55305B10111,431477,668SH SOLEN/A477,66800
MARTIN MARIETTA MATLS INCCOM5732841062,15311,832SH SOLEN/A11,83200
MASCO CORPCOM5745991064,747129,708SH SOLEN/A129,70800
MESA AIR GROUP INCCOM NEW5904791351,04075,000SH SOLEN/A75,00000
NEWMARK GROUP INCCL A65158N10272765,000SHCallSOLEN/A65,00000
NEWMARK GROUP INCCL A65158N10215,3201,369,021SH SOLEN/A1,369,02100
NEXSTAR MEDIA GROUP INCCL A65336K10395311,708SH SOLEN/A11,70800
OWENS CORNING NEWCOM6907421013,45263,600SH SOLEN/A63,60000
PETMED EXPRESS INCCOM7163821061,13734,453SH SOLEN/A34,45300
SPDR SERIES TRUSTS&P RETAIL ETF78464A7146,505127,500SHPutSOLEN/A127,50000
US XPRESS ENTERPRISES INCCOM CL A90338N20213,9751,012,693SH SOLEN/A1,012,69300
WHIRLPOOL CORPCOM9633201068,43171,000SH SOLEN/A71,00000