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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
BABCOCK & WILCOX ENTERPRIS I COM 05614L209 7,885 1,646,211 SH   SOLE   1,646,211 0 0
BERRY GLOBAL GROUP INC COM 08579W103 7,065 179,900 SH   SOLE   179,900 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105 6,877 368,745 SH   SOLE   368,745 0 0
GREEN BRICK PARTNERS INC COM 392709101 5,244 490,059 SH   SOLE   490,059 0 0
HANGER INC COM NEW 41043F208 26,574 1,303,917 SH   SOLE   1,303,917 0 0
R1 RCM INC COM 749397105 29,225 3,272,626 SH   SOLE   3,272,626 0 0
ROCKWELL MED INC COM 774374102 252 91,391 SH   SOLE   91,391 0 0
VERRA MOBILITY CORP COM 92511U102 10,109 704,475 SH   SOLE   704,475 0 0
VERSO CORP CL A 92531L207 22,971 1,855,475 SH   SOLE   1,855,475 0 0