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 |
| ARCO PLATFORM LTD | COM CL A | G04553106 | 3,990 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| BAUSCH HEALTH COS INC | COM | 071734107 | 10,494 | 408,798 | SH | SOLE | 408,798 | 0 | 0 | ||
| CLEVELAND CLIFFS INC | COM | 185899101 | 26,381 | 2,083,810 | SH | SOLE | 2,083,810 | 0 | 0 | ||
| CORPORACION AMER ARPTS S A | COM | L1995B107 | 15,010 | 1,757,656 | SH | SOLE | 1,757,656 | 0 | 0 | ||
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 878 | 43,914 | SH | SOLE | 43,914 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 83,050 | 2,322,433 | SH | SOLE | 2,322,433 | 0 | 0 | ||
| ENSCO PLC | SHS CLASS A | G3157S106 | 1,940 | 229,814 | SH | SOLE | 229,814 | 0 | 0 | ||
| FIRST HAWAIIAN INC | COM | 32051X108 | 40,740 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| LILIS ENERGY INC | COM NEW | 532403201 | 3,674 | 749,726 | SH | SOLE | 749,726 | 0 | 0 | ||
| MARRIOTT VACATIONS WRLDWDE C | COM | 57164Y107 | 33,525 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| NIO INC | SPON ADS | 62914V106 | 6,980 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| OASIS PETE INC NEW | COM | 674215108 | 13,626 | 960,936 | SH | SOLE | 960,936 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 35,765 | 438,617 | SH | SOLE | 438,617 | 0 | 0 | ||
| ROSEHILL RES INC | CL A | 777385105 | 3,050 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 14,873 | 789,849 | SH | SOLE | 789,849 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 16,565 | 584,304 | SH | SOLE | 584,304 | 0 | 0 | ||
| SOCIAL CAP HEDOSOPHIA HLDGS | CL A | G8250R103 | 3,570 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 24,233 | 4,742,346 | SH | SOLE | 4,742,346 | 0 | 0 | ||
| TELECOM ARGENTINA S A | SPON ADR REP B | 879273209 | 5,093 | 292,388 | SH | SOLE | 292,388 | 0 | 0 | ||
| TRANSOCEAN LTD | REG SHS | H8817H100 | 3,379 | 242,190 | SH | SOLE | 242,190 | 0 | 0 | ||
| ULTRA PETROLEUM CORP | COM NEW | 903914208 | 501 | 447,165 | SH | SOLE | 447,165 | 0 | 0 | ||
| VANECK VECTORS ETF TR | SEMICONDUCTOR ET | 92189F676 | 18,278 | 171,703 | SH | SOLE | 171,703 | 0 | 0 | ||
| VERITIV CORP | COM | 923454102 | 7,276 | 199,900 | SH | SOLE | 199,900 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 34,801 | 1,002,333 | SH | SOLE | 1,002,333 | 0 | 0 | ||