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 |
| ARCH COAL INC | CL A | 039380407 | 31,479 | 337,900 | SH | SOLE | 337,900 | 0 | 0 | ||
| BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 20,677 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
| CASA SYS INC | COM | 14713L102 | 4,440 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 19,243 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| INSTRUCTURE INC | COM | 45781U103 | 21,184 | 640,000 | SH | SOLE | 640,000 | 0 | 0 | ||
| LAUREATE EDUCATION INC | CL A | 518613203 | 14,916 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 34,480 | 465,000 | SH | SOLE | 465,000 | 0 | 0 | ||
| NATURAL RESOURCE PARTNERS L | COM UNIT LTD PAR | 63900P608 | 21,520 | 827,710 | SH | SOLE | 827,710 | 0 | 0 | ||
| PATTERN ENERGY GROUP INC | CL A | 70338P100 | 27,613 | 1,284,900 | SH | SOLE | 1,284,900 | 0 | 0 | ||
| PURE STORAGE INC | CL A | 74624M102 | 17,446 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| S&W SEED CO | COM | 785135104 | 321 | 82,200 | SH | SOLE | 82,200 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 26,112 | 960,000 | SH | SOLE | 960,000 | 0 | 0 | ||
| TRONOX LTD | SHS CL A | Q9235V101 | 29,430 | 1,434,900 | SH | SOLE | 1,434,900 | 0 | 0 | ||
| VENATOR MATLS PLC | SHS | G9329Z100 | 4,889 | 221,000 | SH | SOLE | 221,000 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 27,197 | 1,933,000 | SH | SOLE | 1,933,000 | 0 | 0 | ||