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 |
| ALLIANCE HOLDINGS GP LP | COM UNITS LP | 01861G100 | 19,155 | 715,000 | SH | SOLE | 715,000 | 0 | 0 | ||
| AMC ENTMT HLDGS INC | CL A COM | 00165C104 | 3,096 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674X106 | 20,425 | 1,075,000 | SH | SOLE | 1,075,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 19,746 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 298 | 1 | SH | SOLE | 1 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 3,575 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| CAPITAL SR LIVING CORP | COM | 140475104 | 17,267 | 1,280,000 | SH | SOLE | 1,280,000 | 0 | 0 | ||
| CINER RES LP | COM UNIT LTD | 172464109 | 6,905 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| CONSOL COAL RES LP | COM UNIT | 20855T100 | 8,608 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| CONSOL ENERGY INC NEW | COM | 20854L108 | 11,632 | 294,400 | SH | SOLE | 294,400 | 0 | 0 | ||
| CROSSAMERICA PARTNERS LP | UT LTD PTN INT | 22758A105 | 2,731 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM | 42806J106 | 9,945 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| HI-CRUSH PARTNERS LP | COM UNIT LTD | 428337109 | 1,605 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| KINROSS GOLD CORP | COM NO PAR | 496902404 | 562 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| NEXGEN ENERGY LTD | COM | 65340P106 | 64 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| NOBLE CORP PLC | SHS USD | G65431101 | 6,102 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| OWENS ILL INC | COM NEW | 690768403 | 2,217 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PRECISION DRILLING CORP | COM 2010 | 74022D308 | 7,550 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| ISHARES TR | PUT | 464287955 | 15,246 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| SPDR S&P 500 ETF TR | PUT | 78462F953 | 66,715 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | |
| SPIRIT AIRLS INC | COM | 848577102 | 17,267 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| TRANSOCEAN LTD | REG SHS | H8817H100 | 5,073 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| U S SILICA HLDGS INC | COM | 90346E103 | 260 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| UNIVERSAL INS HLDGS INC | COM | 91359V107 | 6,222 | 227,500 | SH | SOLE | 227,500 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 24,326 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| VISTA OUTDOOR INC | COM | 928377100 | 2,695 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||