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 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 5,722 444,280 SH   SOLE   444,280 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 10,139 1,964,956 SH   SOLE   1,964,956 0 0
EQT CORP COM 26884L109 19,990 1,546,006 SH   SOLE   1,546,006 0 0
GULFPORT ENERGY CORP COM NEW 402635304 11,020 20,906,000 SH   SOLE   20,906,000 0 0
HOME FED BANCORP INC LA NEW COM 43708L108 231 10,000 SH   SOLE   10,000 0 0
MANITOWOC CO INC COM NEW 563571405 5,886 699,920 SH   SOLE   699,920 0 0
WALKER & DUNLOP INC COM 93148P102 6,890 130,000 SH Put SOLE   130,000 0 0