The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
AERCAP HOLDINGS NV | SHS | N00985106 | 27,924 | 600,000 | SH | SOLE | 2 | 600,000 | 0 | 0 | |
ANTERO RES CORP | COM | 03674X106 | 1,492 | 168,962 | SH | SOLE | 2 | 168,962 | 0 | 0 | |
CROWN HOLDINGS INC | COM | 228368106 | 2,729 | 50,000 | SH | SOLE | 2 | 50,000 | 0 | 0 | |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 17,045 | 330,000 | SH | SOLE | 2 | 330,000 | 0 | 0 | |
DXC TECHNOLOGY CO | COM | 23355L106 | 1,286 | 20,000 | SH | SOLE | 2 | 20,000 | 0 | 0 | |
ENCANA CORP | COM | 292505104 | 10,418 | 1,439,000 | SH | SOLE | 2 | 1,439,000 | 0 | 0 | |
FIRST DATA CORP NEW | COM CL A | 32008D106 | 10,666 | 406,000 | SH | SOLE | 2 | 406,000 | 0 | 0 | |
GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 844 | 40,000 | SH | SOLE | 2 | 40,000 | 0 | 0 | |
GOLDCORP INC NEW | COM | 380956409 | 2,543 | 222,302 | SH | SOLE | 2 | 222,302 | 0 | 0 | |
GRAFTECH INTL LTD | COM | 384313508 | 7,820 | 611,409 | SH | SOLE | 2 | 611,409 | 0 | 0 | |
ISHARES TR | 20 YR TR BD ETF | 464287432 | 5,058 | 40,000 | SH | SOLE | 2 | 40,000 | 0 | 0 | |
KINDER MORGAN INC DEL | COM | 49456B101 | 11,806 | 590,000 | SH | SOLE | 2 | 590,000 | 0 | 0 | |
KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 980 | 30,000 | SH | SOLE | 2 | 30,000 | 0 | 0 | |
MARATHON PETE CORP | COM | 56585A102 | 6,135 | 102,508 | SH | SOLE | 2 | 102,508 | 0 | 0 | |
MAXWELL TECHNOLOGIES INC | COM | 577767106 | 224 | 50,000 | SH | SOLE | 2 | 50,000 | 0 | 0 | |
MR COOPER GROUP INC | COM | 62482R107 | 1,439 | 150,000 | SH | SOLE | 2 | 150,000 | 0 | 0 | |
NEWMONT MNG CORP | COM | 651639106 | 3,812 | 106,556 | SH | SOLE | 2 | 106,556 | 0 | 0 | |
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 19,496 | 179,900 | SH | SOLE | 2 | 179,900 | 0 | 0 | |
NRG ENERGY INC | COM NEW | 629377508 | 10,851 | 255,435 | SH | SOLE | 2 | 255,435 | 0 | 0 | |
PDC ENERGY INC | COM | 69327R101 | 1,448 | 35,590 | SH | SOLE | 2 | 35,590 | 0 | 0 | |
PIONEER NAT RES CO | COM | 723787107 | 1,827 | 12,000 | SH | SOLE | 2 | 12,000 | 0 | 0 | |
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 37,213 | 305,000 | SH | SOLE | 2 | 305,000 | 0 | 0 | |
SPIRIT AIRLS INC | COM | 848577102 | 4,400 | 83,242 | SH | SOLE | 2 | 83,242 | 0 | 0 | |
STARWOOD PPTY TR INC | COM | 85571B105 | 18,774 | 840,000 | SH | SOLE | 2 | 840,000 | 0 | 0 | |
TEEKAY LNG PARTNERS L P | PRTNRSP UNITS | Y8564M105 | 14,960 | 1,000,000 | SH | SOLE | 2 | 1,000,000 | 0 | 0 | |
VALERO ENERGY CORP NEW | COM | 91913Y100 | 2,545 | 30,000 | SH | SOLE | 2 | 30,000 | 0 | 0 | |
WELLCARE HEALTH PLANS INC | COM | 94946T106 | 2,605 | 9,657 | SH | SOLE | 2 | 9,657 | 0 | 0 | |
WYNDHAM DESTINATIONS INC | COM | 98310W108 | 3,388 | 83,663 | SH | SOLE | 2 | 83,663 | 0 | 0 |