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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 39,984 | 760,000 | SH | Put | SOLE | 760,000 | 0 | 0 | |
ADVANSIX INC | COM | 00773T101 | 15,480 | 1,318,585 | SH | SOLE | 1,318,585 | 0 | 0 | ||
AG MTG INVT TR INC | COM | 001228105 | 1,818 | 570,000 | SH | Put | SOLE | 570,000 | 0 | 0 | |
CROWN HLDGS INC | COM | 228368106 | 21,654 | 332,478 | SH | SOLE | 332,478 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 16,500 | 104,994 | SH | SOLE | 104,994 | 0 | 0 | ||
DHT HOLDINGS INC | SHS NEW | Y2065G121 | 10,080 | 1,964,956 | SH | SOLE | 1,964,956 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 31,307 | 2,630,833 | SH | SOLE | 2,630,833 | 0 | 0 | ||
GULFPORT ENERGY CORP | COM NEW | 402635304 | 22,788 | 20,906,000 | SH | SOLE | 20,906,000 | 0 | 0 | ||
HOME FED BANCORP INC LA NEW | COM | 43708L108 | 632 | 25,471 | SH | SOLE | 25,471 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 37,635 | 152,000 | SH | Put | SOLE | 152,000 | 0 | 0 | |
ISHARES TR | PHLX SEMICND ETF | 464287523 | 11,079 | 40,900 | SH | Put | SOLE | 40,900 | 0 | 0 | |
MANITOWOC CO INC | COM NEW | 563571405 | 18,052 | 1,659,183 | SH | SOLE | 1,659,183 | 0 | 0 | ||
NOBLE CORP PLC | SHS USD | G65431101 | 6,512 | 20,281,326 | SH | SOLE | 20,281,326 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 219,201 | 203,000 | SH | Put | SOLE | 203,000 | 0 | 0 | |
WALKER & DUNLOP INC | COM | 93148P102 | 13,337 | 262,500 | SH | Put | SOLE | 262,500 | 0 | 0 |