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 |
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 1,263 | 24,986 | SH | SOLE | 24,986 | 0 | 0 | ||
| BABCOCK & WILCOX ENTERPRIS I | COM | 05614L100 | 2,757 | 6,705,545 | SH | SOLE | 6,705,545 | 0 | 0 | ||
| CALUMET SPECIALTY PRODS PTNR | UT LTD PARTNER | 131476103 | 3,317 | 931,657 | SH | SOLE | 931,657 | 0 | 0 | ||
| DORCHESTER MINERALS LP | COM UNIT | 25820R105 | 14,083 | 771,231 | SH | SOLE | 771,231 | 0 | 0 | ||
| GRAFTECH INTL LTD | COM | 384313508 | 9,188 | 718,405 | SH | SOLE | 718,405 | 0 | 0 | ||
| GREEN BRICK PARTNERS INC | COM | 392709101 | 10,276 | 1,174,420 | SH | SOLE | 1,174,420 | 0 | 0 | ||
| HANGER INC | COM NEW | 41043F208 | 21,647 | 1,136,330 | SH | SOLE | 1,136,330 | 0 | 0 | ||
| HILLTOP HOLDINGS INC | COM | 432748101 | 10,860 | 595,065 | SH | SOLE | 595,065 | 0 | 0 | ||
| INDEPENDENT BK GROUP INC | COM | 45384B106 | 6,924 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| R1 RCM INC | COM | 749397105 | 35,194 | 3,639,520 | SH | SOLE | 3,639,520 | 0 | 0 | ||
| SELECT ENERGY SVCS INC | CL A COM | 81617J301 | 11,136 | 926,445 | SH | SOLE | 926,445 | 0 | 0 | ||
| VERSO CORP | CL A | 92531L207 | 26,616 | 1,242,598 | SH | SOLE | 1,242,598 | 0 | 0 | ||