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

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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
ADVANCE AUTO PARTS INC COM 00751Y106 4,833 31,356 SH   SOLE   31,356 0 0
ALTUS MIDSTREAM CO CL A 02215L100 1,684 452,690 SH   SOLE   452,690 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 6,686 125,482 SH   SOLE   125,482 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 6,191 505,379 SH   SOLE   505,379 0 0
CONTURA ENERGY INC COM 21241B100 5,141 99,060 SH   SOLE   99,060 0 0
GLOBAL INDTY LTD CAYMAN USD CL A SHS G3933F105 30,873 997,188 SH   SOLE   997,188 0 0
KINDER MORGAN INC DEL COM 49456B101 8,271 396,101 SH   SOLE   396,101 0 0
KIRBY CORP COM 497266106 5,132 64,960 SH   SOLE   64,960 0 0