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 |
| AGCO CORP | COM | 001084102 | 7,186 | 110,802 | SH | SOLE | 110,802 | 0 | 0 | ||
| GREAT AJAX CORP | COM | 38983D300 | 4,498 | 331,946 | SH | SOLE | 331,946 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 4,703 | 173,237 | SH | SOLE | 173,237 | 0 | 0 | ||
| C&J ENERGY SVCS INC NEW | COM | 12674R100 | 5,514 | 213,538 | SH | SOLE | 213,538 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 3,559 | 81,171 | SH | SOLE | 81,171 | 0 | 0 | ||
| ENERGY XXI GULF COAST INC | COM | 29276K101 | 3,150 | 820,322 | SH | SOLE | 820,322 | 0 | 0 | ||
| EVERI HLDGS INC | COM | 30034T103 | 1,994 | 303,544 | SH | SOLE | 303,544 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 13,389 | 400,024 | SH | SOLE | 400,024 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 74 | 168,000 | SH | Put | SOLE | 168,000 | 0 | 0 | |
| LENNAR CORP | CL A | 526057104 | 6,159 | 104,498 | SH | SOLE | 104,498 | 0 | 0 | ||
| MEDICAL PPTYS TRUST INC | COM | 58463J304 | 6,659 | 512,226 | SH | SOLE | 512,226 | 0 | 0 | ||
| M/I HOMES INC | COM | 55305B101 | 5,974 | 187,580 | SH | SOLE | 187,580 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 5,127 | 733,459 | SH | SOLE | 733,459 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 104 | 210,800 | SH | Call | SOLE | 210,800 | 0 | 0 | |
| NEXTDECADE CORP | COM | 65342K105 | 864 | 182,231 | SH | SOLE | 182,231 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 1,882 | 42,831 | SH | SOLE | 42,831 | 0 | 0 | ||
| PLY GEM HLDGS INC | COM | 72941W100 | 6,480 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| PATTERSON UTI ENERGY INC | COM | 703481101 | 4,961 | 283,320 | SH | SOLE | 283,320 | 0 | 0 | ||
| PROPETRO HLDG CORP | COM | 74347M108 | 5,825 | 366,585 | SH | SOLE | 366,585 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 2,842 | 16,547 | SH | SOLE | 16,547 | 0 | 0 | ||
| SUPERIOR ENERGY SVCS INC | COM | 868157108 | 6,661 | 790,189 | SH | SOLE | 790,189 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 225 | 121,600 | SH | Put | SOLE | 121,600 | 0 | 0 | |
| TITAN INTL INC ILL | COM | 88830M102 | 2,511 | 199,130 | SH | SOLE | 199,130 | 0 | 0 | ||
| UNIVERSAL FST PRODS INC | COM | 913543104 | 4,489 | 138,344 | SH | SOLE | 138,344 | 0 | 0 | ||
| UNITED STATES OIL FUND LP | UNITS | 91232N108 | 55 | 3,017,500 | SH | Put | SOLE | 3,017,500 | 0 | 0 | |