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 |
| AIR TRANSPORT SERVICES GRP I | COM | 00922R105 | 12,947 | 999,000 | SH | SOLE | 999,000 | 0 | 0 | ||
| ANGLOGOLD ASHANTI LTD | SPONSORED ADR | 035128206 | 3,612 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BERRY PLASTICS GROUP INC | COM | 08579W103 | 22,145 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
| BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 7,033 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| COTT CORP QUE | COM | 22163N106 | 14,821 | 1,061,709 | SH | SOLE | 1,061,709 | 0 | 0 | ||
| DENBURY RES INC | COM NEW | 247916208 | 3,120 | 868,980 | SH | SOLE | 868,980 | 0 | 0 | ||
| DYNEGY INC NEW DEL | COM | 26817R108 | 6,896 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| DYNEGY INC NEW DEL | UNIT 07/01/20191 | 26817R405 | 2,154 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 8,813 | 589,500 | SH | SOLE | 589,500 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 6,131 | 180,121 | SH | SOLE | 180,121 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 21,357 | 322,908 | SH | SOLE | 322,908 | 0 | 0 | ||
| MICHAELS COS INC | COM | 59408Q106 | 14,931 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| NATURAL RESOURCE PARTNERS L | COM UNIT LTD PAR | 63900P608 | 3,645 | 254,000 | SH | SOLE | 254,000 | 0 | 0 | ||
| NEWELL BRANDS INC | COM | 651229106 | 12,143 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PATTERN ENERGY GROUP INC | CL A | 70338P100 | 13,437 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
| SPIRIT AIRLS INC | COM | 848577102 | 7,852 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| TARGA RES CORP | COM | 87612G101 | 1,686 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| WESTMORELAND COAL CO | COM | 960878106 | 7,239 | 760,398 | SH | SOLE | 760,398 | 0 | 0 | ||
| WESTROCK CO | COM | 96145D105 | 19,899 | 511,936 | SH | SOLE | 511,936 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 22,884 | 2,458,000 | SH | SOLE | 2,458,000 | 0 | 0 | ||