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 |
| ALBEMARLE CORP | COM | 012653101 | 15,280 | 112,100 | SH | Put | SOLE | 112,100 | 0 | 0 | |
| ARCH COAL INC | CL A | 039380407 | 25,826 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 20,586 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
| COMSTOCK RES INC | COM | 205768302 | 4,281 | 704,101 | SH | SOLE | 704,101 | 0 | 0 | ||
| INSTRUCTURE INC | COM | 45781U103 | 19,559 | 590,000 | SH | SOLE | 590,000 | 0 | 0 | ||
| LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 13,585 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 31,140 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| NATURAL RESOURCE PARTNERS L | COM UNIT LTD PAR | 63900P608 | 16,981 | 686,110 | SH | SOLE | 686,110 | 0 | 0 | ||
| PATTERN ENERGY GROUP INC | CL A | 70338P100 | 24,821 | 1,029,900 | SH | SOLE | 1,029,900 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 23,691 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| PURE STORAGE INC | CL A | 74624M102 | 12,792 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 23,800 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| TRONOX LTD | SHS CL A | Q9235V101 | 29,610 | 1,403,300 | SH | SOLE | 1,403,300 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 23,955 | 2,083,000 | SH | SOLE | 2,083,000 | 0 | 0 | ||