The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 480,450 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,060,208 | 750 | SH | SOLE | 750 | 0 | 0 | ||
| BIG 5 SPORTING GOODS CORP | COM | 08915P101 | 194,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BLACKSTONE GROUP INC | COM CL A | 09260D107 | 594,930 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
| CASEYS GEN STORES INC | COM | 147528103 | 373,800 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| CHENIERE ENERGY PARTNERS LP | COM UNIT | 16411Q101 | 689,001 | 19,697 | SH | SOLE | 19,697 | 0 | 0 | ||
| CLOROX CO DEL | COM | 189054109 | 1,535,590 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| EHEALTH INC | COM | 28238P109 | 196,480 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| EMCOR GROUP INC | COM | 29084Q100 | 826,750 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| ESCALADE INC | COM | 296056104 | 314,100 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| EXTERRAN CORP | COM | 30227H106 | 215,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| IRON MTN INC NEW | COM | 46284V101 | 783,000 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 481,600 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 403,120 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| KROGER CO | COM | 501044101 | 507,750 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 425,850 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| NATIONAL INSTRS CORP | COM | 636518102 | 580,650 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| NEWELL BRANDS INC | COM | 651229106 | 714,600 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| PARSLEY ENERGY INC | CL A | 701877102 | 213,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| POLYONE CORP | COM | 73179P106 | 262,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| PROSHARES TR | ULTRASHRT S&P500 | 74347B383 | 485,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| PROSHARES TR | ULTSHRT QQQ | 74347B243 | 634,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 463,125 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 510,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| YETI HLDGS INC | COM | 98585X104 | 427,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||