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
ALLEGIANT TRAVEL CO COM 01748X102 15,751 90,500 SH   SOLE   90,500 0 0
ALLIANCE RES PARTNER L P UT LTD PART 01877R108 6,584 608,500 SH   SOLE   608,500 0 0
ANTERO MIDSTREAM CORP COM 03676B102 8,729 1,150,000 SH   SOLE   1,150,000 0 0
ANTERO RES CORP COM 03674X106 3,449 1,210,000 SH   SOLE   1,210,000 0 0
BARRICK GOLD CORPORATION COM 067901108 6,724 361,700 SH   SOLE   361,700 0 0
BLACKBERRY LTD COM 09228F103 3,371 525,000 SH   SOLE   525,000 0 0
CINER RES LP COM UNIT LTD 172464109 3,123 180,000 SH   SOLE   180,000 0 0
CONCRETE PUMPING HLDGS INC COM 206704108 2,155 394,000 SH   SOLE   394,000 0 0
CONSOL ENERGY INC NEW COM 20854L108 9,432 650,000 SH   SOLE   650,000 0 0
KOPPERS HOLDINGS INC COM 50060P106 9,039 236,500 SH   SOLE   236,500 0 0
NATIONAL OILWELL VARCO INC COM 637071101 10,220 408,000 SH   SOLE   408,000 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 2,086 48,000 SH   SOLE   48,000 0 0
PRECISION DRILLING CORP COM 2010 74022D308 6,230 4,450,000 SH   SOLE   4,450,000 0 0
QUANTA SVCS INC COM 74762E102 12,009 295,000 SH   SOLE   295,000 0 0
SPIRIT AIRLS INC COM 848577102 12,698 315,000 SH   SOLE   315,000 0 0
VIASAT INC COM 92552V100 14,090 192,500 SH   SOLE   192,500 0 0
VISTA OUTDOOR INC COM 928377100 6,695 895,000 SH   SOLE   895,000 0 0