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 | 10,474 | 656,300 | SH | SOLE | 656,300 | 0 | 0 | ||
| ARCH COAL INC | CL A | 039380407 | 27,228 | 348,860 | SH | SOLE | 348,860 | 0 | 0 | ||
| BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 16,953 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| CHEMOURS CO | COM | 163851108 | 2,209 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| COMSTOCK RES INC | COM | 205768302 | 5,717 | 580,500 | SH | SOLE | 580,500 | 0 | 0 | ||
| COTT CORP QUE | COM | 22163N106 | 17,127 | 1,511,709 | SH | SOLE | 1,511,709 | 0 | 0 | ||
| DYNEGY INC NEW DEL | COM | 26817R108 | 2,961 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| FREDS INC | CL A | 356108100 | 2,784 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 26,926 | 490,821 | SH | SOLE | 490,821 | 0 | 0 | ||
| LSB INDS INC | COM | 502160104 | 3,368 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 24,037 | 365,308 | SH | SOLE | 365,308 | 0 | 0 | ||
| NATURAL RESOURCE PARTNERS L | COM UNIT LTD PAR | 63900P608 | 11,111 | 344,000 | SH | SOLE | 344,000 | 0 | 0 | ||
| NEWELL BRANDS INC | COM | 651229106 | 5,581 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| PATTERN ENERGY GROUP INC | CL A | 70338P100 | 19,557 | 1,029,900 | SH | SOLE | 1,029,900 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 16,577 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| RESOLUTE ENERGY CORP | COM NEW | 76116A306 | 41,902 | 1,017,300 | SH | SOLE | 1,017,300 | 0 | 0 | ||
| TAILORED BRANDS INC | COM | 87403A107 | 7,665 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 32,276 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | CALL | 958102905 | 1,068 | 8,351 | SH | Call | SOLE | 8,351 | 0 | 0 | |
| WPX ENERGY INC | COM | 98212B103 | 21,607 | 1,483,000 | SH | SOLE | 1,483,000 | 0 | 0 | ||