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 46,351 2,322,201 SH   SOLE   2,322,201 0 0
AKORN INC COM 009728106 1,155 770,000 SH Put SOLE   770,000 0 0
BIG 5 SPORTING GOODS CORP COM 08915P101 3,000 1,000,000 SH   SOLE   1,000,000 0 0
CROWN HOLDINGS INC COM 228368106 55,244 761,563 SH   SOLE   761,563 0 0
CULP INC COM 230215105 670 49,200 SH   SOLE   49,200 0 0
DEERE & CO COM 244199105 55,766 321,864 SH   SOLE   321,864 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 11,005 1,329,156 SH   SOLE   1,329,156 0 0
DIREXION SHS ETF TR DAILY ENERGY BEA 25460E554 2,358 60,000 SH Put SOLE   60,000 0 0
EQT CORP COM 26884L109 50,361 4,620,239 SH   SOLE   4,620,239 0 0
GULFPORT ENERGY CORP COM NEW 402635304 47,898 15,756,000 SH   SOLE   15,756,000 0 0
HOME FED BANCORP INC LA NEW COM 43708L108 2,341 65,471 SH   SOLE   65,471 0 0
MANITOWOC CO INC COM NEW 563571405 53,913 3,080,740 SH   SOLE   3,080,740 0 0
NOBLE CORP PLC SHS USD G65431101 27,705 22,708,790 SH   SOLE   22,708,790 0 0
PRUDENTIAL BANCORP INC NEW COM 74431A101 8,806 475,250 SH   SOLE   475,250 0 0
TESLA INC COM 88160R101 302,745 723,700 SH Put SOLE   723,700 0 0
WELLS FARGO CO NEW COM 949746101 43,318 805,172 SH   SOLE   805,172 0 0