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 |
AAR CORP | COM | 000361105 | 17,228 | 390,565 | SH | SOLE | 390,565 | 0 | 0 | ||
ADIENT PLC | ORD SHS | G0084W101 | 4,459 | 74,611 | SH | SOLE | 74,611 | 0 | 0 | ||
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 7,274 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
ANADARKO PETE CORP | COM | 032511107 | 8,155 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
ANDEAVOR | COM | 03349M105 | 10,056 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 14,143 | 258,043 | SH | SOLE | 258,043 | 0 | 0 | ||
CAESARS ENTMT CORP | COM | 127686103 | 28,369 | 2,521,711 | SH | SOLE | 2,521,711 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 8,787 | 257,168 | SH | SOLE | 257,168 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 10,529 | 192,106 | SH | SOLE | 192,106 | 0 | 0 | ||
DOWDUPONT INC | COM | 26078J100 | 8,123 | 127,500 | SH | SOLE | 127,500 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 12,265 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | ||
EDISON INTL | COM | 281020107 | 8,552 | 134,346 | SH | SOLE | 134,346 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 26,499 | 557,764 | SH | SOLE | 557,764 | 0 | 0 | ||
EXTRACTION OIL AND GAS INC | COM | 30227M105 | 25,393 | 2,215,784 | SH | SOLE | 2,215,784 | 0 | 0 | ||
FIRST DATA CORP NEW | COM CL A | 32008D106 | 3,280 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
FIVE OAKS INVT CORP | COM | 33830W106 | 2,544 | 874,217 | SH | SOLE | 874,217 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 9,428 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 10,775 | 344,151 | SH | SOLE | 344,151 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 10,286 | 338,038 | SH | SOLE | 338,038 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 32,634 | 931,860 | SH | SOLE | 931,860 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 2,607 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 29,679 | 446,300 | SH | SOLE | 446,300 | 0 | 0 | ||
NRG ENERGY INC | COM NEW | 629377508 | 7,633 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 15,097 | 1,567,677 | SH | SOLE | 1,567,677 | 0 | 0 | ||
RESOURCE CAP CORP | COM NEW | 76120W708 | 951 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 29,460 | 941,214 | SH | SOLE | 941,214 | 0 | 0 | ||
STEALTHGAS INC | SHS | Y81669106 | 1,098 | 273,851 | SH | SOLE | 273,851 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 41,648 | 440,347 | SH | SOLE | 440,347 | 0 | 0 | ||
VICI PPTYS INC | COM | 925652109 | 18,570 | 1,020,420 | SH | SOLE | 1,020,420 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 13,696 | 114,500 | SH | SOLE | 114,500 | 0 | 0 | ||
WASHINGTON PRIME GROUP NEW | COM | 93964W108 | 1,116 | 167,350 | SH | SOLE | 167,350 | 0 | 0 | ||
XPO LOGISTICS INC | COM | 983793100 | 5,752 | 56,500 | SH | SOLE | 56,500 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 21,060 | 616,501 | SH | SOLE | 616,501 | 0 | 0 |