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
MANITOWOC CO INC/THE COM 563571405 91,923 2,336,623 SH   SOLE   2,336,623 0 0
ADVANSIX INC COM 00773T101 88,916 2,113,515 SH   SOLE   2,113,515 0 0
GULFPORT ENERGY CORP COM NEW 402635304 83,898 6,575,100 SH   SOLE   6,575,100 0 0
DEERE & CO COM 244199105 78,127 499,180 SH   SOLE   499,180 0 0
EQT CORP COM 26884L109 74,597 1,310,558 SH   SOLE   1,310,558 0 0
NOBLE CORP PLC SHS USD G65431101 70,434 15,582,691 SH   SOLE   15,582,691 0 0
WELLS FARGO & CO NEW COM 949746101 66,293 1,092,674 SH   SOLE   1,092,674 0 0
BANK OF AMERICA CORP *W EXP 01/16/2019 060505146 43,626 2,484,390 SH   SOLE   2,484,390 0 0
AMERICAN INTERNATIONAL GROUP I COM NEW 026874784 31,098 521,950 SH   SOLE   521,950 0 0
ANTHEM INC COM 036752103 14,626 65,000 SH   SOLE   65,000 0 0
PRUDENTIAL BANCORP INC NEW COM 74431A101 8,364 475,250 SH   SOLE   475,250 0 0
HORIZON BANCORP/IN COM 440407104 5,537 199,157 SH   SOLE   199,157 0 0
AMERICAN RIVER BANKSHARES COM 029326105 5,053 331,533 SH   SOLE   331,533 0 0
IF BANCORP INC COM 44951J105 3,868 196,713 SH   SOLE   196,713 0 0
WCF BANCORP INC COM 92940L103 1,952 205,000 SH   SOLE   205,000 0 0
HOME FEDERAL BANCORP INC/LA NEW COM 43708L108 1,841 65,471 SH   SOLE   65,471 0 0
HAMILTON BANCORP INC/MD COM 407015106 1,523 98,924 SH   SOLE   98,924 0 0
POAGE BANKSHARES INC COM 730206109 1,430 68,119 SH   SOLE   68,119 0 0
EQT CORP COM 26884L109 45,536 800,000 SH Call SOLE   0 0 0
DIREXION DAILY FINANCIAL BEAR DAILY FINL BEAR 25490K539 3,507 300,000 SH Call SOLE   0 0 0
SEARS HOLDINGS CORP COM 812350106 3,043 850,000 SH Put SOLE   850,000 0 0
POWERSHARES QQQ TRUST SERIES 1 UNIT SER 1 73935A104 227,020 1,457,500 SH Put SOLE   1,457,500 0 0
ILG INC COM 44967H101 13,386 470,000 SH Put SOLE   470,000 0 0
BALL CORP COM 058498106 9,463 250,000 SH Put SOLE   250,000 0 0
HILTON WORLDWIDE HOLDINGS INC COM 43300A203 16,771 210,000 SH Put SOLE   210,000 0 0
KRAFT HEINZ CO/THE COM 500754106 38,888 500,100 SH Put SOLE   500,100 0 0
XTRACKERS HARVEST CSI 300 CHIN 0 233051879 8,068 260,000 SH Put SOLE   260,000 0 0
SYSCO CORP COM 871829107 20,041 330,000 SH Put SOLE   330,000 0 0
COCA-COLA CO/THE COM 191216100 30,281 660,000 SH Put SOLE   660,000 0 0
JOHNSON & JOHNSON COM 478160104 33,533 240,000 SH Put SOLE   240,000 0 0
AMAZON.COM INC COM 023135106 121,624 104,000 SH Put SOLE   104,000 0 0
JPMORGAN CHASE & CO COM 46625H100 27,804 260,000 SH Put SOLE   260,000 0 0
CHEVRON CORP COM 166764100 18,779 150,000 SH Put SOLE   150,000 0 0
COLGATE-PALMOLIVE CO COM 194162103 31,463 417,000 SH Put SOLE   417,000 0 0
MORGAN STANLEY COM NEW 617446448 23,087 440,000 SH Put SOLE   440,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 4,409 37,000 SH Put SOLE   37,000 0 0
PEPSICO INC COM 713448108 4,497 37,500 SH Put SOLE   37,500 0 0
SIMON PROPERTY GROUP INC NEW COM 828806109 3,005 17,500 SH Put SOLE   17,500 0 0
TESLA INC COM 88160R101 31,541 101,300 SH Put SOLE   101,300 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102 41,987 243,500 SH Put SOLE   243,500 0 0
INTEL CORP COM 458140100 10,617 230,000 SH Put SOLE   230,000 0 0
PROCTER & GAMBLE CO/THE COM 742718109 3,446 37,500 SH Put SOLE   37,500 0 0
FACEBOOK INC CL A 30303M102 16,411 93,000 SH Put SOLE   93,000 0 0