The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ANTERO RES CORP | COM | 03674X106 | 1,659 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 11,334 | 253,896 | SH | SOLE | 253,896 | 0 | 0 | ||
| BABCOCK & WILCOX ENTERPRIS I | COM | 05614L100 | 2,345 | 6,838,445 | SH | SOLE | 6,838,445 | 0 | 0 | ||
| DORCHESTER MINERALS LP | COM UNIT | 25820R105 | 6,752 | 368,745 | SH | SOLE | 368,745 | 0 | 0 | ||
| GRAFTECH INTL LTD | COM | 384313508 | 12,692 | 1,103,639 | SH | SOLE | 1,103,639 | 0 | 0 | ||
| GREEN BRICK PARTNERS INC | COM | 392709101 | 5,451 | 655,921 | SH | SOLE | 655,921 | 0 | 0 | ||
| HANGER INC | COM NEW | 41043F208 | 22,377 | 1,168,530 | SH | SOLE | 1,168,530 | 0 | 0 | ||
| R1 RCM INC | COM | 749397105 | 39,373 | 3,129,778 | SH | SOLE | 3,129,778 | 0 | 0 | ||
| RENEWABLE ENERGY GROUP INC | COM NEW | 75972A301 | 2,793 | 176,100 | SH | SOLE | 176,100 | 0 | 0 | ||
| VERSO CORP | CL A | 92531L207 | 29,704 | 1,559,259 | SH | SOLE | 1,559,259 | 0 | 0 | ||