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 | 25,500 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| ALTA MESA RES INC | CL A | 02133L109 | 1,881 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| ANTERO MIDSTREAM GP LP | COM SHS REPSTG | 03675Y103 | 1,692 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ANTERO MIDSTREAM PARTNERS LP | UNT LTD PARTN | 03673L103 | 9,315 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674X106 | 16,205 | 915,000 | SH | SOLE | 915,000 | 0 | 0 | ||
| ASSURED GUARANTY LTD | COM | G0585R106 | 6,123 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 320 | 1 | SH | SOLE | 1 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 2,815 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| CAPITAL SR LIVING CORP | COM | 140475104 | 13,924 | 1,475,000 | SH | SOLE | 1,475,000 | 0 | 0 | ||
| CINER RES LP | COM UNIT LTD | 172464109 | 7,417 | 274,500 | SH | SOLE | 274,500 | 0 | 0 | ||
| CONSOL COAL RES LP | COM UNIT | 20855T100 | 8,885 | 495,000 | SH | SOLE | 495,000 | 0 | 0 | ||
| CONSOL ENERGY INC NEW | COM | 20854L108 | 14,488 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| GREENLIGHT CAPITAL RE LTD | CLASS A | G4095J109 | 558 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 15,078 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| PRECISION DRILLING CORP | COM 2010 | 74022D308 | 9,687 | 2,799,780 | SH | SOLE | 2,799,780 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 7,828 | 234,500 | SH | SOLE | 234,500 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 849 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SPIRIT AIRLS INC | COM | 848577102 | 19,023 | 405,000 | SH | SOLE | 405,000 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 22,383 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| VISTA OUTDOOR INC | COM | 928377100 | 13,865 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||