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 |
| AAR CORP | COM | 000361105 | 17,892 | 384,860 | SH | SOLE | 384,860 | 0 | 0 | ||
| ADIENT PLC | ORD SHS | G0084W101 | 3,670 | 74,611 | SH | SOLE | 74,611 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 11,720 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 14,858 | 323,423 | SH | SOLE | 323,423 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 36,888 | 3,447,509 | SH | SOLE | 3,447,509 | 0 | 0 | ||
| CARS COM INC | COM | 14575E105 | 5,111 | 180,011 | SH | SOLE | 180,011 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 9,517 | 192,106 | SH | SOLE | 192,106 | 0 | 0 | ||
| DOWDUPONT INC | COM | 26078J100 | 18,952 | 287,500 | SH | SOLE | 287,500 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 5,966 | 74,012 | SH | SOLE | 74,012 | 0 | 0 | ||
| EATON VANCE CALIF MUN BD FD | COM | 27828A100 | 767 | 74,238 | SH | SOLE | 74,238 | 0 | 0 | ||
| EDISON INTL | COM | 281020107 | 8,500 | 134,346 | SH | SOLE | 134,346 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 42,403 | 768,440 | SH | SOLE | 768,440 | 0 | 0 | ||
| EXANTAS CAP CORP | COM NEW | 30068N105 | 1,018 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| EXTRACTION OIL AND GAS INC | COM | 30227M105 | 32,550 | 2,215,784 | SH | SOLE | 2,215,784 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 4,069 | 194,406 | SH | SOLE | 194,406 | 0 | 0 | ||
| HUNT COS FIN TR INC | COM | 44558T100 | 2,981 | 874,217 | SH | SOLE | 874,217 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 9,268 | 336,518 | SH | SOLE | 336,518 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 8,792 | 330,400 | SH | SOLE | 330,400 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 14,383 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 4,594 | 428,503 | SH | SOLE | 428,503 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 46,338 | 1,596,216 | SH | SOLE | 1,596,216 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 19,261 | 367,300 | SH | SOLE | 367,300 | 0 | 0 | ||
| MITEL NETWORKS CORP | COM | 60671Q104 | 2,708 | 246,896 | SH | SOLE | 246,896 | 0 | 0 | ||
| NAVIENT CORPORATION | COM | 63938C108 | 953 | 73,120 | SH | SOLE | 73,120 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 24,216 | 329,925 | SH | SOLE | 329,925 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 16,425 | 535,000 | SH | SOLE | 535,000 | 0 | 0 | ||
| NUVEEN CALIFORNIA AMT QLT MU | COM | 670651108 | 4,893 | 360,300 | SH | SOLE | 360,300 | 0 | 0 | ||
| PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 18,185 | 1,567,677 | SH | SOLE | 1,567,677 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 29,921 | 930,661 | SH | SOLE | 930,661 | 0 | 0 | ||
| STEALTHGAS INC | SHS | Y81669106 | 1,076 | 273,851 | SH | SOLE | 273,851 | 0 | 0 | ||
| SYNEOS HEALTH INC | CL A | 87166B102 | 5,514 | 117,578 | SH | SOLE | 117,578 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 5,505 | 270,270 | SH | SOLE | 270,270 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 19,037 | 143,730 | SH | SOLE | 143,730 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 14,021 | 517,200 | SH | SOLE | 517,200 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 29,022 | 795,560 | SH | SOLE | 795,560 | 0 | 0 | ||