The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 28,437 285,000 SH Put SOLE   285,000 0 0
ARCH COAL INC CL A 039380407 35,572 397,900 SH   SOLE   397,900 0 0
ARLO TECHNOLOGIES INC COM 04206A101 7,981 550,000 SH   SOLE   550,000 0 0
CF INDS HLDGS INC COM 125269100 8,166 150,000 SH   SOLE   150,000 0 0
F M C CORP COM NEW 302491303 54,012 619,541 SH   SOLE   619,541 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 27,353 1,675,000 SH   SOLE   1,675,000 0 0
INSTRUCTURE INC COM 45781U103 8,578 242,311 SH   SOLE   242,311 0 0
LAUREATE EDUCATION INC CL A 518613203 33,505 2,170,000 SH   SOLE   2,170,000 0 0
LSB INDS INC COM 502160104 12,137 1,241,011 SH   SOLE   1,241,011 0 0
MASONITE INTL CORP NEW COM 575385109 43,909 685,000 SH   SOLE   685,000 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608 9,039 291,572 SH   SOLE   291,572 0 0
PURE STORAGE INC CL A 74624M102 24,653 950,000 SH   SOLE   950,000 0 0
SONOS INC COM 83570H108 17,644 1,100,000 SH   SOLE   1,100,000 0 0
TAHOE RES INC COM 873868103 6,417 2,300,000 SH   SOLE   2,300,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 34,141 1,465,300 SH   SOLE   1,465,300 0 0
TRONOX LTD SHS CL A Q9235V101 33,762 2,825,273 SH   SOLE   2,825,273 0 0
WPX ENERGY INC COM 98212B103 40,240 2,000,000 SH   SOLE   2,000,000 0 0