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 | 26,005 | 500,000 | SH | SOLE | 1 | 500,000 | 0 | 0 | |
| AIR LEASE CORP | CL A | 00912X302 | 1,116 | 27,000 | SH | SOLE | 1 | 27,000 | 0 | 0 | |
| ALLERGAN PLC | SHS | G0177J108 | 2,511 | 15,000 | SH | SOLE | 1 | 15,000 | 0 | 0 | |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 4,272 | 131,000 | SH | SOLE | 1 | 131,000 | 0 | 0 | |
| ANTERO RES CORP | COM | 03674X106 | 1,034 | 187,000 | SH | SOLE | 1 | 187,000 | 0 | 0 | |
| ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 804 | 10,056 | SH | SOLE | 1 | 10,056 | 0 | 0 | |
| BARRICK GOLD CORPORATION | COM | 067901108 | 5,207 | 330,200 | SH | SOLE | 1 | 330,200 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 4,141 | 76,000 | SH | SOLE | 1 | 76,000 | 0 | 0 | |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 19,295 | 340,000 | SH | SOLE | 1 | 340,000 | 0 | 0 | |
| DEVON ENERGY CORP NEW | COM | 25179M103 | 5,390 | 189,000 | SH | SOLE | 1 | 189,000 | 0 | 0 | |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 12,899 | 118,373 | SH | SOLE | 1 | 118,373 | 0 | 0 | |
| EQT CORP | COM | 26884L109 | 1,692 | 106,993 | SH | SOLE | 1 | 106,993 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 1,930 | 10,000 | SH | SOLE | 1 | 10,000 | 0 | 0 | |
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 9,475 | 350,000 | SH | SOLE | 1 | 350,000 | 0 | 0 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 5,340 | 26,100 | SH | SOLE | 1 | 26,100 | 0 | 0 | |
| GRAFTECH INTL LTD | COM | 384313508 | 2,645 | 230,000 | SH | SOLE | 1 | 230,000 | 0 | 0 | |
| HUMANA INC | COM | 444859102 | 11,939 | 45,000 | SH | SOLE | 1 | 45,000 | 0 | 0 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 1,253 | 60,000 | SH | SOLE | 1 | 60,000 | 0 | 0 | |
| MARATHON PETE CORP | COM | 56585A102 | 7,264 | 130,000 | SH | SOLE | 1 | 130,000 | 0 | 0 | |
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 7,272 | 72,000 | SH | SOLE | 1 | 72,000 | 0 | 0 | |
| NOBLE ENERGY INC | COM | 655044105 | 5,622 | 251,000 | SH | SOLE | 1 | 251,000 | 0 | 0 | |
| NRG ENERGY INC | COM NEW | 629377508 | 13,275 | 378,000 | SH | SOLE | 1 | 378,000 | 0 | 0 | |
| PBF ENERGY INC | CL A | 69318G106 | 5,510 | 176,027 | SH | SOLE | 1 | 176,027 | 0 | 0 | |
| PEABODY ENERGY CORP NEW | COM | 704551100 | 3,416 | 141,728 | SH | SOLE | 1 | 141,728 | 0 | 0 | |
| SCORPIO TANKERS INC | SHS | Y7542C130 | 1,476 | 50,000 | SH | SOLE | 1 | 50,000 | 0 | 0 | |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 41,958 | 315,000 | SH | SOLE | 1 | 315,000 | 0 | 0 | |
| STARWOOD PPTY TR INC | COM | 85571B105 | 9,542 | 420,000 | SH | SOLE | 1 | 420,000 | 0 | 0 | |
| SUMMIT MATLS INC | CL A | 86614U100 | 963 | 50,000 | SH | SOLE | 1 | 50,000 | 0 | 0 | |
| TEEKAY CORPORATION | NOTE 5.000% 1/1 | 87900YAE3 | 5,378 | 6,824,000 | SH | SOLE | 1 | 6,824,000 | 0 | 0 | |
| TEEKAY LNG PARTNERS L P | PRTNRSP UNITS | Y8564M105 | 14,417 | 1,022,509 | SH | SOLE | 1 | 1,022,509 | 0 | 0 | |
| TEEKAY TANKERS LTD | CL A | Y8565N102 | 638 | 498,105 | SH | SOLE | 1 | 498,105 | 0 | 0 | |
| TRINITY INDS INC | COM | 896522109 | 2,283 | 110,000 | SH | SOLE | 1 | 110,000 | 0 | 0 | |
| UNITED CONTL HLDGS INC | COM | 910047109 | 5,603 | 64,000 | SH | SOLE | 1 | 64,000 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 15,916 | 120,000 | SH | SOLE | 1 | 120,000 | 0 | 0 | |
| VALERO ENERGY CORP NEW | COM | 91913Y100 | 8,681 | 101,400 | SH | SOLE | 1 | 101,400 | 0 | 0 | |
| VISTRA ENERGY CORP | COM | 92840M102 | 2,264 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | |
| WELLCARE HEALTH PLANS INC | COM | 94946T106 | 11,403 | 40,000 | SH | SOLE | 1 | 40,000 | 0 | 0 | |
| WYNDHAM DESTINATIONS INC | COM | 98310W108 | 4,390 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | |