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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 1,872 129,728 SH   SOLE 129,728 0 0
CALLAWAY GOLF CO COM 131193104 28,152 2,988,547 SH   SOLE 2,988,547 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,959 186,800 SH   SOLE 186,800 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 19,628 812,419 SH   SOLE 812,419 0 0
LIVANOVA PLC SHS G5509L101 17,089 287,842 SH   SOLE 287,842 0 0
LORAL SPACE & COMMUNICATNS I COM 543881106 7,497 184,140 SH   SOLE 184,140 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 23,484 323,462 SH   SOLE 323,462 0 0
NEW YORK TIMES CO CL A 650111107 10,065 750,000 SH   SOLE 750,000 0 0
SHUTTERFLY INC COM 82568P304 14,356 322,167 SH   SOLE 322,167 0 0