The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 90,570 1,681,282 SH   SOLE 0 1,681,282 0 0
AMERICAN TOWER CORP NEW COM 03027X100 5,350 37,500 SH Put SOLE 0 37,500 0 0
ARCONIC INC COM 03965L100 17,044 625,475 SH   SOLE 0 625,475 0 0
CANADIAN SOLAR INC NOTE 4.250% 2/1 136635AE9 13,998 14,441,000 PRN   SOLE 0 14,441,000 0 0
CANADIAN SOLAR INC COM 136635109 32,372 1,920,085 SH   SOLE 0 1,920,085 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,987 30,000 SH Put SOLE 0 30,000 0 0
CARMAX INC COM 143130102 5,130 80,000 SH Put SOLE 0 80,000 0 0
CARRIZO OIL & GAS INC COM 144577103 42,560 2,000,002 SH   SOLE 0 2,000,002 0 0
CENTURY ALUM CO COM 156431108 2,455 125,000 SH Put SOLE 0 125,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,057 112,500 SH   SOLE 0 112,500 0 0
CISION LTD *W EXP 06/22/202 G1992S117 1,751 64,389,500 SH Call SOLE 0 64,389,500 0 0
ENSCO PLC SHS CLASS A G3157S106 4,285 725,000 SH Put SOLE 0 725,000 0 0
EVERI HLDGS INC COM 30034T103 11,894 1,577,577 SH   SOLE 0 1,577,577 0 0
FIFTH THIRD BANCORP COM 316773100 4,399 145,000 SH Put SOLE 0 145,000 0 0
HOLLYFRONTIER CORP COM 436106108 5,532 108,000 SH Put SOLE 0 108,000 0 0
HORIZON PHARMA INVT LTD NOTE 2.500% 3/1 44052TAB7 14,880 16,000,000 PRN   SOLE 0 16,000,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 412,785 2,707,500 SH Put SOLE 0 2,707,500 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 10,971 1,470,766 SH   SOLE 0 1,470,766 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 16,368 2,831,858 SH   SOLE 0 2,831,858 0 0
MARATHON PETE CORP COM 56585A102 49,814 755,000 SH   SOLE 0 755,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 26,837 1,250,000 SH   SOLE 0 1,250,000 0 0
MEDICINES CO COM 584688105 2,378 87,001 SH   SOLE 0 87,001 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 10,999 170,000 SH   SOLE 0 170,000 0 0
OCEAN RIG UDW INC COM CL A G66964118 103,230 3,851,886 SH   SOLE 0 3,851,886 0 0
PDC ENERGY INC COM 69327R101 4,638 90,000 SH   SOLE 0 90,000 0 0
PENN VA CORP NEW COM 70788V102 1,753 44,828 SH   SOLE 0 44,828 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 30,683 975,000 SH   SOLE 0 975,000 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 11,001 702,500 SH Put SOLE 0 702,500 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 95,441 2,567,000 SH Put SOLE 0 2,567,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 24,599 418,000 SH Put SOLE 0 418,000 0 0
TRANSDIGM GROUP INC COM 893641100 3,021 11,000 SH Put SOLE 0 11,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 19,838 1,857,500 SH Put SOLE 0 1,857,500 0 0
UNITI GROUP INC COM 91325V108 10,674 600,001 SH   SOLE 0 600,001 0 0
VALERO ENERGY CORP NEW COM 91913Y100 5,607 61,000 SH Put SOLE 0 61,000 0 0
XPO LOGISTICS INC COM 983793100 51,748 565,000 SH   SOLE 0 565,000 0 0