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
ADVANSIX INC COM 00773T101 63,552 2,470,918 SH   SOLE   2,470,918 0 0
AMERICAN RIVER BANKSHARES COM 029326105 4,322 313,203 SH   SOLE   313,203 0 0
BIG 5 SPORTING GOODS CORP COM 08915P101 2,080 1,000,000 SH   SOLE   1,000,000 0 0
CROWN HOLDINGS INC COM 228368106 62,216 941,815 SH   SOLE   941,815 0 0
DEERE & CO COM 244199105 64,354 381,514 SH   SOLE   381,514 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 8,174 1,329,156 SH   SOLE   1,329,156 0 0
DIREXION SHS ETF TR DAILY ENERGY BEA 25460E554 2,889 60,000 SH Put SOLE   60,000 0 0
EQT CORP COM 26884L109 41,573 3,907,238 SH   SOLE   3,907,238 0 0
GULFPORT ENERGY CORP COM NEW 402635304 42,699 15,756,000 SH   SOLE   15,756,000 0 0
HOME FED BANCORP INC LA NEW COM 43708L108 2,138 65,471 SH   SOLE   65,471 0 0
ISHARES TR PHLX SEMICND ETF 464287523 52,028 246,100 SH Put SOLE   246,100 0 0
MANITOWOC CO INC COM NEW 563571405 44,020 3,521,603 SH   SOLE   3,521,603 0 0
NOBLE CORP PLC SHS USD G65431101 27,555 21,696,856 SH   SOLE   21,696,856 0 0
PRUDENTIAL BANCORP INC NEW COM 74431A101 8,084 475,250 SH   SOLE   475,250 0 0
TESLA INC COM 88160R101 174,317 723,700 SH Put SOLE   723,700 0 0
WELLS FARGO CO NEW COM 949746101 52,012 1,031,172 SH   SOLE   1,031,172 0 0