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 | 6,700 | 110,216 | SH | SOLE | 110,216 | 0 | 0 | ||
| CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 2,072 | 94,808 | SH | SOLE | 94,808 | 0 | 0 | ||
| C&J ENERGY SVCS INC NEW | COM | 12674R100 | 3,231 | 155,319 | SH | SOLE | 155,319 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 5,846 | 138,588 | SH | SOLE | 138,588 | 0 | 0 | ||
| EVERI HLDGS INC | COM | 30034T103 | 586 | 63,868 | SH | SOLE | 63,868 | 0 | 0 | ||
| KEANE GROUP INC | COM | 48669A108 | 5,109 | 413,001 | SH | SOLE | 413,001 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 9,166 | 260,024 | SH | SOLE | 260,024 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 3,437 | 84,800 | SH | SOLE | 84,800 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 33 | 184,500 | SH | Put | SOLE | 184,500 | 0 | 0 | |
| LENNAR CORP | CL A | 526057104 | 4,975 | 106,560 | SH | SOLE | 106,560 | 0 | 0 | ||
| LGI HOMES INC | COM | 50187T106 | 1,646 | 34,691 | SH | SOLE | 34,691 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 3,428 | 556,480 | SH | SOLE | 556,480 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 9 | 210,800 | SH | Call | SOLE | 210,800 | 0 | 0 | |
| NEXTDECADE CORP | COM | 65342K105 | 973 | 172,231 | SH | SOLE | 172,231 | 0 | 0 | ||
| PATTERSON UTI ENERGY INC | COM | 703481101 | 4,908 | 286,835 | SH | SOLE | 286,835 | 0 | 0 | ||
| PROPETRO HLDG CORP | COM | 74347M108 | 4,339 | 263,136 | SH | SOLE | 263,136 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 5,166 | 29,655 | SH | SOLE | 29,655 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 6 | 86,600 | SH | Put | SOLE | 86,600 | 0 | 0 | |
| SOLARIS OILFIELD INFRSTR INC | COM CL A | 83418M103 | 3,293 | 174,309 | SH | SOLE | 174,309 | 0 | 0 | ||
| SUPERIOR ENERGY SVCS INC | COM | 868157108 | 2,079 | 213,449 | SH | SOLE | 213,449 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 3,846 | 116,430 | SH | SOLE | 116,430 | 0 | 0 | ||
| TITAN INTL INC ILL | COM | 88830M102 | 2,195 | 295,843 | SH | SOLE | 295,843 | 0 | 0 | ||
| UNIVERSAL FST PRODS INC | COM | 913543104 | 5,000 | 141,515 | SH | SOLE | 141,515 | 0 | 0 | ||
| UNITED STATES OIL FUND LP | UNITS | 91232N108 | 15 | 1,479,000 | SH | Put | SOLE | 1,479,000 | 0 | 0 | |
| WEATHERFORD INTL PLC | ORD SHS | G48833100 | 933 | 344,389 | SH | SOLE | 344,389 | 0 | 0 | ||