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 |
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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 |
ALCOA CORP | COM | 013872106 | 11,553 | 256,958 | SH | SOLE | 256,958 | 0 | 0 | ||
ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 | 22,560 | 709,225 | SH | SOLE | 709,225 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 4,858 | 162,000 | SH | SOLE | 162,000 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 5,014 | 157,389 | SH | SOLE | 157,389 | 0 | 0 | ||
CAESARS ENTMT CORP | COM | 127686103 | 12,537 | 1,114,419 | SH | SOLE | 1,114,419 | 0 | 0 | ||
CAESARS ENTMT CORP | NOTE 5.000%10/0 | 127686AA1 | 2,941 | 1,722,266 | PRN | SOLE | 1,722,266 | 0 | 0 | ||
CENTURY ALUM CO | COM | 156431108 | 1,623 | 98,150 | SH | SOLE | 98,150 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 15,415 | 288,400 | SH | SOLE | 288,400 | 0 | 0 | ||
DISH NETWORK CORP | NOTE 3.375% 8/1 | 25470MAB5 | 7,679 | 8,000,000 | PRN | SOLE | 8,000,000 | 0 | 0 | ||
DOWDUPONT INC | COM | 26078J100 | 24,753 | 388,530 | SH | SOLE | 388,530 | 0 | 0 | ||
EOG RES INC | COM | 26875P101 | 3,032 | 28,800 | SH | SOLE | 28,800 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 10,538 | 599,800 | SH | SOLE | 599,800 | 0 | 0 | ||
HUNTSMAN CORP | COM | 447011107 | 9,455 | 323,250 | SH | SOLE | 323,250 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 25,205 | 238,500 | SH | SOLE | 238,500 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 15,052 | 429,800 | SH | SOLE | 429,800 | 0 | 0 | ||
NUCOR CORP | COM | 670346105 | 16,458 | 269,400 | SH | SOLE | 269,400 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 2,955 | 17,200 | SH | SOLE | 17,200 | 0 | 0 | ||
ROYAL DUTCH SHELL PLC | SPONS ADR A | 780259206 | 29,354 | 460,025 | SH | SOLE | 460,025 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 159,206 | 605,000 | SH | Put | SOLE | 605,000 | 0 | 0 | |
STEEL DYNAMICS INC | COM | 858119100 | 8,230 | 186,105 | SH | SOLE | 186,105 | 0 | 0 | ||
SUNCOR ENERGY INC NEW | COM | 867224107 | 21,083 | 610,400 | SH | SOLE | 610,400 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 7,947 | 130,200 | SH | SOLE | 130,200 | 0 | 0 | ||
TECK RESOURCES LTD | CL B | 878742204 | 20,495 | 795,600 | SH | SOLE | 795,600 | 0 | 0 | ||
TURQUOISE HILL RES LTD | COM | 900435108 | 4,351 | 1,417,300 | SH | SOLE | 1,417,300 | 0 | 0 | ||
UNITED STATES STL CORP NEW | COM | 912909108 | 8,727 | 248,000 | SH | SOLE | 248,000 | 0 | 0 | ||
WESTLAKE CHEM CORP | COM | 960413102 | 27,287 | 245,500 | SH | SOLE | 245,500 | 0 | 0 |