The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| QUALCOMM INC | COM | 747525103 | 305,120 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| AIR LEASE CORP | CL A | 00912X302 | 516,184 | 12,343 | SH | SOLE | 12,343 | 0 | 0 | ||
| BLACKSTONE GROUP INC | COM CL A | 09260D107 | 1,050,060 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||
| ALASKA AIR GROUP INC | COM | 011659109 | 324,550 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| LINCOLN NATL CORP IND | COM | 534187109 | 603,200 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| CANADIAN NAT RES LTD | COM | 136385101 | 266,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 834,975 | 11,250 | SH | SOLE | 11,250 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 831,600 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 888,300 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CHENIERE ENERGY PARTNERS LP | COM UNIT | 16411Q101 | 1,364,400 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ENCANA CORP | COM | 292505104 | 690,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 957,250 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| CONTINENTAL RESOURCES INC | COM | 212015101 | 461,850 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| TRANSOCEAN LTD | REG SHS | H8817H100 | 89,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| HESS CORP | COM | 42809H107 | 302,400 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 527,100 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 741,300 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 1,361,500 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 1,460,925 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 914,250 | 750 | SH | SOLE | 750 | 0 | 0 | ||
| GASLOG LTD | SHS | G37585109 | 257,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| PROSHARES TR | ULTRASHRT S&P500 | 74347B383 | 737,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| PROSHARES TR | ULTSHRT QQQ | 74347B243 | 1,951,950 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 338,400 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||