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 |
ANTERO RESOURCES CORP | COM | 03674X106 | 10,380 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
ARCHAEA ENERGY INC | COM CL A | 03940F103 | 17,763 | 810,000 | SH | SOLE | 810,000 | 0 | 0 | ||
ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 17,274 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
CF INDS HLDGS INC | COM | 125269100 | 26,796 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
GOLAR LNG LTD | SHS | G9456A100 | 15,240 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
MOSAIC CO NEW | COM | 61945C103 | 27,265 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 16,963 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
RESOLUTE FST PRODS INC | COM | 76117W109 | 11,103 | 860,000 | SH | SOLE | 860,000 | 0 | 0 | ||
SUNRUN INC | COM | 86771W105 | 304 | 10,000 | SH | SOLE | 10,000 | 0 | 0 |