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 |
| ABB LTD | SPONSORED ADR | 000375204 | 419,400 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037AX101 | 459,100 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 500,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| BIG 5 SPORTING GOODS CORP | COM | 08915P101 | 510,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BLACKSTONE GROUP INC | COM CL A | 09260D107 | 680,505 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
| CAREDX INC | COM | 14167L103 | 253,575 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 943,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 720,360 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| CHENIERE ENERGY PARTNERS LP | COM UNIT | 16411Q101 | 870,569 | 24,697 | SH | SOLE | 24,697 | 0 | 0 | ||
| EMCOR GROUP INC | COM | 29084Q100 | 914,600 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| EXTERRAN CORP | COM | 30227H106 | 442,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| FLUOR CORP NEW | COM | 343412102 | 479,100 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| H & E EQUIPMENT SERVICES INC | COM | 404030108 | 298,100 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| II-VI INC | COM | 902104108 | 607,680 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| IRON MTN INC NEW | COM | 46284V101 | 737,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 343,650 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 1,027,950 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| NAVIGATOR HLDGS LTD | SHS | Y62132108 | 246,375 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| NEWELL BRANDS INC | COM | 651229106 | 955,350 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| OTIS WORLDWIDE CORP | COM | 68902V107 | 1,013,250 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| PARSLEY ENERGY INC | CL A | 701877102 | 284,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 519,050 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| PROSHARES TR | ULTRASHRT S&P500 | 74347B383 | 619,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PROSHARES TR | ULTSHRT QQQ | 74347B243 | 355,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 914,040 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 485,310 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| TRINITY INDS INC | COM | 896522109 | 395,850 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| VIATRIS INC | COM | 92556V106 | 25,561 | 1,364 | SH | SOLE | 1,364 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 652,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||