The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| DEERE & CO | COM | 244199105 | 77,359 | 518,593 | SH | SOLE | 518,593 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 66,516 | 3,521,238 | SH | SOLE | 3,521,238 | 0 | 0 | ||
| GULFPORT ENERGY CORP | COM NEW | 402635304 | 63,712 | 9,727,000 | SH | SOLE | 9,727,000 | 0 | 0 | ||
| CROWN HOLDINGS INC | COM | 228368106 | 63,070 | 1,517,200 | SH | SOLE | 1,517,200 | 0 | 0 | ||
| ADVANSIX INC | COM | 00773T101 | 58,552 | 2,405,602 | SH | SOLE | 2,405,602 | 0 | 0 | ||
| WELLS FARGO & CO | COM | 949746101 | 51,618 | 1,120,172 | SH | SOLE | 1,120,172 | 0 | 0 | ||
| MANITOWOC CO INC/THE | COM NEW | 563571405 | 49,799 | 3,371,603 | SH | SOLE | 3,371,603 | 0 | 0 | ||
| NOBLE CORP PLC | SHS USD | G65431101 | 43,534 | 16,615,856 | SH | SOLE | 16,615,856 | 0 | 0 | ||
| BANK OF AMERICA CORP | COM | 060505104 | 13,712 | 556,500 | SH | SOLE | 556,500 | 0 | 0 | ||
| PRUDENTIAL BANCORP INC | COM | 74431A101 | 8,364 | 475,250 | SH | SOLE | 475,250 | 0 | 0 | ||
| AMERICAN RIVER BANKSHARES | COM | 029326105 | 4,551 | 326,203 | SH | SOLE | 326,203 | 0 | 0 | ||
| HOME FEDERAL BANCORP INC/LA | COM | 43708L108 | 1,929 | 65,471 | SH | SOLE | 65,471 | 0 | 0 | ||
| IF BANCORP INC | COM | 44951J105 | 1,810 | 89,946 | SH | SOLE | 89,946 | 0 | 0 | ||
| WCF BANCORP INC | COM | 92940L103 | 1,689 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| HAMILTON BANCORP INC/MD | COM | 407015106 | 1,375 | 98,924 | SH | SOLE | 98,924 | 0 | 0 | ||
| GULFPORT ENERGY CORP | COM NEW | 402635304 | 28,493 | 4,350,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| DIREXION DAILY FINANCIAL BEAR | DAILY FINL BEAR | 25490K539 | 16,284 | 1,200,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| KRAFT HEINZ CO/THE | COM | 500754106 | 20,233 | 470,100 | SH | Put | SOLE | 470,100 | 0 | 0 | |
| ISHARES RUSSELL 2000 ETF | RUSSELL 2000 ETF | 464287655 | 30,128 | 225,000 | SH | Put | SOLE | 225,000 | 0 | 0 | |
| INVESCO QQQ TRUST SERIES 1 | UNIT SER 1 | 46090E103 | 158,117 | 1,025,000 | SH | Put | SOLE | 1,025,000 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 166,467 | 500,200 | SH | Put | SOLE | 500,200 | 0 | 0 | |
| XTRACKERS HARVEST CSI 300 CHIN | XTRACK HRVST CSI | 233051879 | 5,702 | 260,000 | SH | Put | SOLE | 260,000 | 0 | 0 | |
| AMAZON.COM INC | COM | 023135106 | 41,304 | 27,500 | SH | Put | SOLE | 27,500 | 0 | 0 | |
| BALL CORP | COM | 058498106 | 11,495 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | |
| COLGATE-PALMOLIVE CO | COM | 194162103 | 22,022 | 370,000 | SH | Put | SOLE | 370,000 | 0 | 0 | |
| MARRIOTT VACATIONS WORLDWIDE C | COM | 57164Y107 | 33,140 | 470,000 | SH | Put | SOLE | 470,000 | 0 | 0 | |
| HILTON WORLDWIDE HOLDINGS INC | COM | 43300A203 | 15,078 | 210,000 | SH | Put | SOLE | 210,000 | 0 | 0 | |
| SYSCO CORP | COM | 871829107 | 20,678 | 330,000 | SH | Put | SOLE | 330,000 | 0 | 0 | |
| COCA-COLA CO/THE | COM | 191216100 | 31,251 | 660,000 | SH | Put | SOLE | 660,000 | 0 | 0 | |
| CHEVRON CORP | COM | 166764100 | 16,319 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 12,691 | 130,000 | SH | Put | SOLE | 130,000 | 0 | 0 | |
| JOHNSON & JOHNSON | COM | 478160104 | 30,972 | 240,000 | SH | Put | SOLE | 240,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 29,495 | 225,000 | SH | Put | SOLE | 225,000 | 0 | 0 | |