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 |
| ALLEGIANT TRAVEL CO | COM | 01748X102 | 22,449 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ALLIANCE RES PARTNER L P | UT LTD PART | 01877R108 | 14,809 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| ANTERO MIDSTREAM CORP | COM | 03676B102 | 8,695 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674X106 | 4,681 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
| BARRICK GOLD CORPORATION | COM | 067901108 | 9,531 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| BLACKBERRY LTD | COM | 09228F103 | 4,200 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 2,636 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CINER RES LP | COM UNIT LTD | 172464109 | 5,077 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| CONCRETE PUMPING HLDGS INC | COM | 206704108 | 1,985 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CONSOL COAL RES LP | COM UNIT | 20855T100 | 1,553 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| CONSOL ENERGY INC NEW | COM | 20854L108 | 13,286 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| KOPPERS HOLDINGS INC | COM | 50060P106 | 16,796 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 13,780 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| NEWMONT GOLDCORP CORPORATION | COM | 651639106 | 1,896 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PRECISION DRILLING CORP | COM 2010 | 74022D308 | 7,410 | 6,500,000 | SH | SOLE | 6,500,000 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 18,900 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SPIRIT AIRLS INC | COM | 848577102 | 18,150 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 22,596 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| VISTA OUTDOOR INC | COM | 928377100 | 9,285 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||