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
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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
NOBLE CORP PLC SHS USD G65431101 100,022 14,227,946 SH   SOLE   14,227,946 0 0
GULFPORT ENERGY CORP COM NEW 402635304 83,032 7,976,196 SH   SOLE   7,976,196 0 0
DEERE & CO COM 244199105 77,960 518,593 SH   SOLE   518,593 0 0
ADVANSIX INC COM 00773T101 74,853 2,204,802 SH   SOLE   2,204,802 0 0
CROWN HOLDINGS INC COM 228368106 72,826 1,517,200 SH   SOLE   1,517,200 0 0
MANITOWOC CO INC/THE COM NEW 563571405 67,809 2,826,566 SH   SOLE   2,826,566 0 0
EQT CORP COM 26884L109 64,776 1,464,517 SH   SOLE   1,464,517 0 0
WELLS FARGO & CO COM 949746101 58,876 1,120,172 SH   SOLE   1,120,172 0 0
BANK OF AMERICA CORP COM 060505104 18,074 613,500 SH   SOLE   613,500 0 0
PRUDENTIAL BANCORP INC COM 74431A101 8,227 475,250 SH   SOLE   475,250 0 0
AMERICAN RIVER BANKSHARES COM 029326105 5,079 331,533 SH   SOLE   331,533 0 0
IF BANCORP INC COM 44951J105 4,534 196,713 SH   SOLE   196,713 0 0
HOME FEDERAL BANCORP INC/LA COM 43708L108 2,233 65,471 SH   SOLE   65,471 0 0
POAGE BANKSHARES INC COM 730206109 2,055 81,079 SH   SOLE   81,079 0 0
WCF BANCORP INC COM 92940L103 1,919 205,000 SH   SOLE   205,000 0 0
HAMILTON BANCORP INC/MD COM 407015106 1,415 98,924 SH   SOLE   98,924 0 0
TESLA INC COM 88160R101 132,438 500,200 SH Put SOLE   500,200 0 0
KRAFT HEINZ CO/THE COM 500754106 25,907 470,100 SH Put SOLE   470,100 0 0
XTRACKERS HARVEST CSI 300 CHIN XTRACK HRVST CSI 233051879 6,591 260,000 SH Put SOLE   260,000 0 0
INVESCO QQQ TRUST SERIES 1 UNIT SER 1 46090E103 148,632 800,000 SH Put SOLE   800,000 0 0
JOHNSON & JOHNSON COM 478160104 33,161 240,000 SH Put SOLE   240,000 0 0
COLGATE-PALMOLIVE CO COM 194162103 24,772 370,000 SH Put SOLE   370,000 0 0
BALL CORP COM 058498106 10,998 250,000 SH Put SOLE   250,000 0 0
JPMORGAN CHASE & CO COM 46625H100 14,669 130,000 SH Put SOLE   130,000 0 0
MARRIOTT VACATIONS WORLDWIDE C COM 57164Y107 52,523 470,000 SH Put SOLE   470,000 0 0
HILTON WORLDWIDE HOLDINGS INC COM 43300A203 16,964 210,000 SH Put SOLE   210,000 0 0
COCA-COLA CO/THE COM 191216100 30,485 660,000 SH Put SOLE   660,000 0 0
AMAZON.COM INC COM 023135106 55,083 27,500 SH Put SOLE   27,500 0 0
CHEVRON CORP COM 166764100 18,342 150,000 SH Put SOLE   150,000 0 0
SYSCO CORP COM 871829107 24,173 330,000 SH Put SOLE   330,000 0 0
FACEBOOK INC CL A 30303M102 37,004 225,000 SH Put SOLE   225,000 0 0
DIREXION DAILY FINANCIAL BEAR DAILY FINL BEAR 25490K539 11,652 1,200,000 SH Call SOLE   0 0 0