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 | 12,840 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| ALCOA CORP | COM | 013872106 | 7,479 | 217,423 | SH | SOLE | 217,423 | 0 | 0 | ||
| ALCOA CORP | COM | 013872106 | 23,048 | 670,000 | SH | Call | SOLE | 670,000 | 0 | 0 | |
| ARCH COAL INC | CL A | 039380407 | 26,683 | 387,060 | SH | SOLE | 387,060 | 0 | 0 | ||
| BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 20,300 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| COMSTOCK RES INC | COM | 205768302 | 7,359 | 797,300 | SH | SOLE | 797,300 | 0 | 0 | ||
| COTT CORP QUE | COM | 22163N106 | 18,684 | 1,511,709 | SH | SOLE | 1,511,709 | 0 | 0 | ||
| DYNEGY INC NEW DEL | COM | 26817R108 | 2,751 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| FREDS INC | CL A | 356108100 | 1,965 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 29,562 | 485,821 | SH | SOLE | 485,821 | 0 | 0 | ||
| LSB INDS INC | COM | 502160104 | 3,752 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 31,700 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| NATURAL RESOURCE PARTNERS L | COM UNIT LTD PAR | 63900P608 | 20,334 | 562,500 | SH | SOLE | 562,500 | 0 | 0 | ||
| PATTERN ENERGY GROUP INC | CL A | 70338P100 | 20,731 | 1,029,900 | SH | SOLE | 1,029,900 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 22,370 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| RESOLUTE ENERGY CORP | COM NEW | 76116A306 | 43,444 | 1,075,350 | SH | SOLE | 1,075,350 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 5,395 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| TRONOX LTD | SHS CL A | Q9235V101 | 25,839 | 1,400,500 | SH | SOLE | 1,400,500 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 30,948 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 111,786 | 1,354,500 | SH | Call | SOLE | 1,354,500 | 0 | 0 | |
| WPX ENERGY INC | COM | 98212B103 | 20,192 | 1,508,000 | SH | SOLE | 1,508,000 | 0 | 0 | ||