The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
3M CO COM 88579Y101 1,270,224 7,200 SH   SOLE   7,200 0 0
AIR LEASE CORP CL A 00912X302 586,539 12,343 SH   SOLE   12,343 0 0
ALASKA AIR GROUP INC COM 011659109 338,750 5,000 SH   SOLE   5,000 0 0
ALPHABET INC CAP STK CL C 02079K107 1,002,765 750 SH   SOLE   750 0 0
BANK AMER CORP COM 060505104 528,300 15,000 SH   SOLE   15,000 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 1,202,710 21,500 SH   SOLE   21,500 0 0
CABOT CORP COM 127055101 237,600 5,000 SH   SOLE   5,000 0 0
CF INDS HLDGS INC COM 125269100 238,700 5,000 SH   SOLE   5,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 1,194,300 30,000 SH   SOLE   30,000 0 0
CONCHO RES INC COM 20605P101 525,420 6,000 SH   SOLE   6,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 960,400 28,000 SH   SOLE   28,000 0 0
CVS HEALTH CORP COM 126650100 742,900 10,000 SH   SOLE   10,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 464,300 5,000 SH   SOLE   5,000 0 0
DISNEY WALT CO COM DISNEY 254687106 1,663,245 11,500 SH   SOLE   11,500 0 0
ENCANA CORP COM 292505104 234,500 50,000 SH   SOLE   50,000 0 0
EOG RES INC COM 26875P101 1,047,000 12,500 SH   SOLE   12,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 625,905 4,500 SH   SOLE   4,500 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,143,450 17,500 SH   SOLE   17,500 0 0
HEARTLAND EXPRESS INC COM 422347104 421,000 20,000 SH   SOLE   20,000 0 0
HONEYWELL INTL INC COM 438516106 354,000 2,000 SH   SOLE   2,000 0 0
INVITATION HOMES INC COM 46187W107 899,100 30,000 SH   SOLE   30,000 0 0
KENNAMETAL INC COM 489170100 830,025 22,500 SH   SOLE   22,500 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,436,820 14,000 SH   SOLE   14,000 0 0
LINCOLN NATL CORP IND COM 534187109 590,100 10,000 SH   SOLE   10,000 0 0
MASTEC INC COM 576323109 981,648 15,300 SH   SOLE   15,300 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 1,204,280 11,500 SH   SOLE   11,500 0 0
MSC INDL DIRECT INC CL A 553530106 470,820 6,000 SH   SOLE   6,000 0 0
MUELLER WTR PRODS INC COM SER A 624758108 299,500 25,000 SH   SOLE   25,000 0 0
PARSLEY ENERGY INC CL A 701877102 850,950 45,000 SH   SOLE   45,000 0 0
PIONEER NAT RES CO COM 723787107 681,165 4,500 SH   SOLE   4,500 0 0
PROSHARES TR ULTSHRT QQQ 74347B243 1,410,000 60,000 SH   SOLE   60,000 0 0
PROSHARES TR ULTRASHRT S&P500 74347B383 1,491,600 60,000 SH   SOLE   60,000 0 0
QUALCOMM INC COM 747525103 352,920 4,000 SH   SOLE   4,000 0 0
QUANTA SVCS INC COM 74762E102 1,221,300 30,000 SH   SOLE   30,000 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 318,900 30,000 SH   SOLE   30,000 0 0
UNDER ARMOUR INC CL A 904311107 432,000 20,000 SH   SOLE   20,000 0 0
WESTROCK CO COM 96145D105 214,550 5,000 SH   SOLE   5,000 0 0
WPX ENERGY INC COM 98212B103 1,099,200 80,000 SH   SOLE   80,000 0 0