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 |
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 4,749 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BROADMARK RLTY CAP INC | COM | 11135B100 | 4,781 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| CALUMET SPECIALTY PRODS PTNR | UT LTD PARTNER | 131476103 | 2,241 | 614,055 | SH | SOLE | 614,055 | 0 | 0 | ||
| CHICOS FAS INC | COM | 168615102 | 7,620 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| CORNERSTONE BLDG BRANDS INC | COM | 21925D109 | 10,638 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 2,401 | 50,926 | SH | SOLE | 50,926 | 0 | 0 | ||
| ENTERCOM COMMUNICATIONS CORP | CL A | 293639100 | 3,480 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| EZCORP INC | CL A NON VTG | 302301106 | 2,046 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| FIVE POINT HOLDINGS LLC COM CL | COM CL A | 33833Q106 | 3,128 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| IHEARTMEDIA INC | COM CL A | 45174J509 | 10,140 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| RENEWABLE ENERGY GROUP INC | COM NEW | 75972A301 | 7,946 | 294,829 | SH | SOLE | 294,829 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 8,339 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| VANECK VECTORS ETF TRUST | GOLD MINERS ETF | 92189F106 | 5,417 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| VANECK VECTORS ETF TRUST | JR GOLD MINERS E | 92189F791 | 8,241 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| WILLSCOT CORP | COM | 971375126 | 15,716 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| CONSTELLIUM SE | CL A SHS | F21107101 | 13,400 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 8,533 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
| PROTHENA CORP PLC | SHS | G72800108 | 4,749 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 42,757 | 3,156 | SH | Put | SOLE | 3,156 | 0 | 0 | |