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 RES PARTNER L P | UT LTD PART | 01877R108 | 24,681 | 1,345,000 | SH | SOLE | 1,345,000 | 0 | 0 | ||
| ALTA MESA RES INC | CL A | 02133L109 | 1,580 | 232,000 | SH | SOLE | 232,000 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 6,643 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| ANTERO MIDSTREAM PARTNERS LP | UNT LTD PARTN | 03673L103 | 9,594 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674X106 | 18,681 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| ASSURED GUARANTY LTD | COM | G0585R106 | 5,181 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 2,763 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 282 | 1 | SH | SOLE | 1 | 0 | 0 | ||
| CAPITAL SR LIVING CORP | COM | 140475104 | 15,738 | 1,475,000 | SH | SOLE | 1,475,000 | 0 | 0 | ||
| CINER RES LP | COM UNIT LTD | 172464109 | 7,227 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| CONSOL COAL RES LP | COM UNIT | 20855T100 | 8,654 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| CONSOL ENERGY INC NEW | COM | 20854L108 | 10,623 | 277,000 | SH | SOLE | 277,000 | 0 | 0 | ||
| HALCON RES CORP | COM PAR NEW | 40537Q605 | 1,427 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 15,190 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| PRECISION DRILLING CORP | COM 2010 | 74022D308 | 8,549 | 2,575,000 | SH | SOLE | 2,575,000 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 3,006 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| SPIRIT AIRLS INC | COM | 848577102 | 16,721 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 2,037 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| UNIVERSAL INS HLDGS INC | COM | 91359V107 | 7,020 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 20,045 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| VISTA OUTDOOR INC | COM | 928377100 | 11,927 | 770,000 | SH | SOLE | 770,000 | 0 | 0 | ||