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 | 14,804 | 309,135 | SH | SOLE | 309,135 | 0 | 0 | ||
ADIENT PLC | ORD SHS | G0084W101 | 2,819 | 71,722 | SH | SOLE | 71,722 | 0 | 0 | ||
ANADARKO PETE CORP | COM | 032511107 | 7,415 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 14,835 | 306,562 | SH | SOLE | 306,562 | 0 | 0 | ||
CAESARS ENTMT CORP | COM | 127686103 | 20,528 | 2,002,771 | SH | SOLE | 2,002,771 | 0 | 0 | ||
CBL & ASSOC PPTYS INC | COM | 124830100 | 424 | 106,195 | SH | SOLE | 106,195 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 9,715 | 167,990 | SH | SOLE | 167,990 | 0 | 0 | ||
DOWDUPONT INC | COM | 26078J100 | 14,148 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 8,324 | 89,012 | SH | SOLE | 89,012 | 0 | 0 | ||
EATON VANCE CALIF MUN BD FD | COM | 27828A100 | 1,608 | 161,488 | SH | SOLE | 161,488 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 53,417 | 1,207,701 | SH | SOLE | 1,207,701 | 0 | 0 | ||
EXANTAS CAP CORP | COM NEW | 30068N105 | 420 | 38,253 | SH | SOLE | 38,253 | 0 | 0 | ||
EXTRACTION OIL AND GAS INC | COM | 30227M105 | 25,016 | 2,215,784 | SH | SOLE | 2,215,784 | 0 | 0 | ||
HUNT COS FIN TR INC | COM | 44558T100 | 3,278 | 874,217 | SH | SOLE | 874,217 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 8,419 | 290,997 | SH | SOLE | 290,997 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 7,910 | 280,889 | SH | SOLE | 280,889 | 0 | 0 | ||
MARATHON PETE CORP | COM | 56585A102 | 22,392 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 8,299 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 62,497 | 2,239,221 | SH | SOLE | 2,239,221 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 9,060 | 200,300 | SH | SOLE | 200,300 | 0 | 0 | ||
MITEL NETWORKS CORP | COM | 60671Q104 | 2,721 | 246,896 | SH | SOLE | 246,896 | 0 | 0 | ||
NAVIENT CORPORATION | COM | 63938C108 | 986 | 73,120 | SH | SOLE | 73,120 | 0 | 0 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 20,443 | 251,143 | SH | SOLE | 251,143 | 0 | 0 | ||
NRG ENERGY INC | COM NEW | 629377508 | 25,619 | 685,000 | SH | SOLE | 685,000 | 0 | 0 | ||
NUVEEN CALIFORNIA AMT QLT MU | COM | 670651108 | 6,354 | 493,675 | SH | SOLE | 493,675 | 0 | 0 | ||
PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 13,762 | 1,103,615 | SH | SOLE | 1,103,615 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 4,142 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 26,384 | 930,661 | SH | SOLE | 930,661 | 0 | 0 | ||
SWITCH INC | CL A | 87105L104 | 5,005 | 463,401 | SH | SOLE | 463,401 | 0 | 0 | ||
VICI PPTYS INC | COM | 925652109 | 5,843 | 270,270 | SH | SOLE | 270,270 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 22,323 | 148,730 | SH | SOLE | 148,730 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 22,615 | 651,343 | SH | SOLE | 651,343 | 0 | 0 |