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 |
| ALCOA CORP | COM | 013872106 | 21,876 | 670,000 | SH | Call | SOLE | 670,000 | 0 | 0 | |
| ALCOA CORP | COM | 013872106 | 9,548 | 292,423 | SH | SOLE | 9,548 | 0 | 0 | ||
| ARCH COAL INC | CL A | 039380407 | 24,588 | 360,000 | SH | SOLE | 24,588 | 0 | 0 | ||
| BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 20,492 | 470,000 | SH | SOLE | 20,492 | 0 | 0 | ||
| COBALT INTL ENERGY INC | COM NEW | 19075F304 | 494 | 200,000 | SH | SOLE | 494 | 0 | 0 | ||
| COMSTOCK RES INC | COM | 205768302 | 5,381 | 761,100 | SH | SOLE | 5,381 | 0 | 0 | ||
| COTT CORP QUE | COM | 22163N106 | 21,829 | 1,511,709 | SH | SOLE | 21,829 | 0 | 0 | ||
| DYNEGY INC NEW DEL | COM | 26817R108 | 1,654 | 200,000 | SH | SOLE | 1,654 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 2,302 | 40,100 | SH | SOLE | 2,302 | 0 | 0 | ||
| INSTRUCTURE INC | COM | 45781U103 | 8,850 | 300,000 | SH | SOLE | 8,850 | 0 | 0 | ||
| LILIS ENERGY INC | COM NEW | 532403201 | 1,960 | 400,000 | SH | SOLE | 1,960 | 0 | 0 | ||
| LSB INDS INC | COM | 502160104 | 4,132 | 400,000 | SH | SOLE | 4,132 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 30,200 | 400,000 | SH | SOLE | 30,200 | 0 | 0 | ||
| NATURAL RESOURCE PARTNERS L | COM UNIT LTD PAR | 63900P608 | 18,696 | 678,610 | SH | SOLE | 18,696 | 0 | 0 | ||
| PATTERN ENERGY GROUP INC | CL A | 70338P100 | 24,553 | 1,029,900 | SH | SOLE | 24,553 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 22,541 | 420,000 | SH | SOLE | 22,541 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 12,415 | 325,000 | SH | SOLE | 12,415 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 24,490 | 775,000 | SH | SOLE | 24,490 | 0 | 0 | ||
| TRONOX LTD | SHS CL A | Q9235V101 | 26,498 | 1,752,500 | SH | SOLE | 26,498 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 22,150 | 250,000 | SH | SOLE | 22,150 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 20,122 | 2,083,000 | SH | SOLE | 20,122 | 0 | 0 | ||