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
AECOM COM 00766T100 898 27,500 SH   SOLE   27,500 0 0
AIR LEASE CORP CL A 00912X302 1,392 30,343 SH   SOLE   30,343 0 0
ALPHABET INC CAP STK CL C 02079K107 1,193 1,000 SH   SOLE   1,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 1,009 26,500 SH   SOLE   26,500 0 0
CIENA CORP COM NEW 171779309 547 17,500 SH   SOLE   17,500 0 0
CONTINENTAL RESOURCES INC COM 212015101 512 7,500 SH   SOLE   7,500 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 557 5,000 SH   SOLE   5,000 0 0
GROUPON INC COM 399473107 38 10,000 SH   SOLE   10,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,326 20,000 SH   SOLE   20,000 0 0
MASTEC INC COM 576323109 447 10,000 SH   SOLE   10,000 0 0
NEWFIELD EXPL CO COM 651290108 577 20,000 SH   SOLE   20,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,233 15,000 SH   SOLE   15,000 0 0
PARKER HANNIFIN CORP COM 701094104 441 2,400 SH   SOLE   2,400 0 0
PAYPAL HLDGS INC COM 70450Y103 527 6,000 SH   SOLE   6,000 0 0
PIONEER NAT RES CO COM 723787107 871 5,000 SH   SOLE   5,000 0 0
PROSHARES TR ULTSHRT QQQ 74347B243 1,060 30,000 SH   SOLE   30,000 0 0
QUANTA SVCS INC COM 74762E102 1,135 34,000 SH   SOLE   34,000 0 0
TIMKEN CO COM 887389104 795 15,951 SH   SOLE   15,951 0 0
WPX ENERGY INC COM 98212B103 1,408 70,000 SH   SOLE   70,000 0 0