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
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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
AMARIN CORP PLC SPONS ADR NEW 023111206 44,900 2,961,763 SH   SOLE   2,961,763 0 0
AMPLIFY ENERGY CORP NEW COM 03212B103 3,707 600,858 SH   SOLE   600,858 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 8,320 220,000 SH Put SOLE   220,000 0 0
ARQULE INC COM 04269E107 1,936 270,000 SH Call SOLE   270,000 0 0
ARQULE INC COM 04269E107 4,356 607,500 SH   SOLE   607,500 0 0
AT HOME GROUP INC COM 04650Y100 6,290 653,864 SH   SOLE   653,864 0 0
BGC PARTNERS INC CL A 05541T101 36,424 6,622,617 SH   SOLE   6,622,617 0 0
BIODELIVERY SCIENCES INTL IN COM 09060J106 10,905 2,590,288 SH   SOLE   2,590,288 0 0
CAMECO CORP COM 13321L108 52,991 5,578,007 SH   SOLE   5,578,007 0 0
CARE COM INC COM 141633107 5,225 500,000 SH   SOLE   500,000 0 0
CISION LTD SHS G1992S109 20,182 2,624,390 SH   SOLE   2,624,390 0 0
COHERUS BIOSCIENCES INC COM 19249H103 41,280 2,037,530 SH   SOLE   2,037,530 0 0
CONDUENT INC COM 206787103 5,997 964,094 SH   SOLE   964,094 0 0
CONSTELLIUM SE CL A N22035104 25,887 2,036,713 SH   SOLE   2,036,713 0 0
DELL TECHNOLOGIES INC CL C 24703L202 36,302 700,000 SH   SOLE   700,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 6,474 72,000 SH   SOLE   72,000 0 0
ECHOSTAR CORP CL A 278768106 21,236 536,000 SH   SOLE   536,000 0 0
EURONAV NV ANTWERPEN SHS B38564108 3,284 356,910 SH   SOLE   356,910 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 2,279 775,000 SH   SOLE   775,000 0 0
FLEXION THERAPEUTICS INC COM 33938J106 9,819 716,473 SH   SOLE   716,473 0 0
GREEN PLAINS INC COM 393222104 23,839 2,250,000 SH   SOLE   2,250,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 9,154 286,052 SH   SOLE   286,052 0 0
IMMERSION CORP COM 452521107 5,464 714,311 SH   SOLE   714,311 0 0
INTELSAT S A COM L5140P101 849 37,220 SH   SOLE   37,220 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 14,345 744,800 SH   SOLE   744,800 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 177,068 1,170,000 SH Put SOLE   1,170,000 0 0
JETBLUE AWYS CORP COM 477143101 10,008 597,486 SH   SOLE   597,486 0 0
KKR & CO INC CL A 48251W104 10,203 380,000 SH Put SOLE   380,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 12,648 320,445 SH   SOLE   320,445 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 24,378 2,404,093 SH   SOLE   2,404,093 0 0
MBIA INC COM 55262C100 13,845 1,500,000 SH   SOLE   1,500,000 0 0
MOBILE MINI INC COM 60740F105 12,576 341,191 SH   SOLE   341,191 0 0
MR COOPER GROUP INC COM 62482R107 38,509 3,626,116 SH   SOLE   3,626,116 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 9,461 2,650,000 SH   SOLE   2,650,000 0 0
OASIS PETE INC NEW COM 674215108 2,163 625,000 SH   SOLE   625,000 0 0
OWENS CORNING NEW COM 690742101 23,296 368,600 SH   SOLE   368,600 0 0
PARSLEY ENERGY INC CL A 701877102 6,300 375,000 SH   SOLE   375,000 0 0
PARTY CITY HOLDCO INC COM 702149105 4,831 846,050 SH   SOLE   846,050 0 0
PDC ENERGY INC COM 69327R101 2,220 80,000 SH   SOLE   80,000 0 0
PG&E CORP COM 69331C108 10,688 1,068,755 SH   SOLE   1,068,755 0 0
QEP RES INC COM 74733V100 2,128 575,000 SH   SOLE   575,000 0 0
QUINSTREET INC COM 74874Q100 25,418 2,018,884 SH   SOLE   2,018,884 0 0
RADIUS HEALTH INC COM NEW 750469207 34,557 1,342,023 SH   SOLE   1,342,023 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 30,010 2,000,000 SH   SOLE   2,000,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 25,831 1,800,078 SH   SOLE   1,800,078 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 28,035 1,500,000 SH   SOLE   1,500,000 0 0
SCORPIO TANKERS INC SHS Y7542C130 20,832 700,000 SH   SOLE   700,000 0 0
SEABOARD CORP COM 811543107 7,976 1,823 SH   SOLE   1,823 0 0
SM ENERGY CO COM 78454L100 2,326 240,000 SH   SOLE   240,000 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 26,883 2,582,433 SH   SOLE   2,582,433 0 0
TARGET HOSPITALITY CORP *W EXP 03/15/202 87615L115 559 650,000 SH   SOLE   650,000 0 0
TARGET HOSPITALITY CORP COM 87615L107 17,025 2,500,000 SH   SOLE   2,500,000 0 0
TELLURIAN INC NEW COM 87968A104 2,495 300,000 SH   SOLE   300,000 0 0
THERAPEUTICSMD INC COM 88338N107 24,976 6,880,540 SH   SOLE   6,880,540 0 0
TIVITY HEALTH INC COM 88870R102 4,251 255,623 SH   SOLE   255,623 0 0
VIKING THERAPEUTICS INC COM 92686J106 3,440 500,000 SH Call SOLE   500,000 0 0
VIKING THERAPEUTICS INC COM 92686J106 4,541 660,000 SH   SOLE   660,000 0 0
WHITING PETE CORP NEW COM NEW 966387409 2,128 265,000 SH   SOLE   265,000 0 0
WILLSCOT CORP COM 971375126 41,692 2,676,000 SH   SOLE   2,676,000 0 0
WORLD FUEL SVCS CORP COM 981475106 19,280 482,716 SH   SOLE   482,716 0 0
WPX ENERGY INC COM 98212B103 6,672 630,000 SH   SOLE   630,000 0 0