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 |
| BLACK STONE MINERALS L P | COM UNIT | 09225M101 | 1,205 | 257,426 | SH | SOLE | 257,426 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 14,485 | 1,895,900 | SH | SOLE | 1,895,900 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 13,235 | 137,000 | SH | SOLE | 137,000 | 0 | 0 | ||
| HOST HOTELS & RESORTS INC | COM | 44107P104 | 10,212 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 9,952 | 416,610 | SH | SOLE | 416,610 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 12,214 | 268,667 | SH | SOLE | 268,667 | 0 | 0 | ||
| NATIONAL BEVERAGE CORP | COM | 635017106 | 17,193 | 403,139 | SH | SOLE | 403,139 | 0 | 0 | ||
| PHOTRONICS INC | COM | 719405102 | 9,510 | 926,848 | SH | SOLE | 926,848 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 17,798 | 529,400 | SH | SOLE | 529,400 | 0 | 0 | ||