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 |
| AAC HLDGS INC | COM | 000307108 | 5,445 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| AMAYA INC | COM | 02314M108 | 1,901 | 69,400 | SH | SOLE | 69,400 | 0 | 0 | ||
| BLACK STONE MINERALS L P | COM UNIT | 09225M101 | 1,947 | 113,050 | SH | SOLE | 113,050 | 0 | 0 | ||
| BOK FINL CORP | COM NEW | 05561Q201 | 10,437 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 24,271 | 2,714,864 | SH | SOLE | 2,714,864 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 22,288 | 321,800 | SH | SOLE | 321,800 | 0 | 0 | ||
| CULLEN FROST BANKERS INC | COM | 229899109 | 12,180 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 12,589 | 269,000 | SH | SOLE | 269,000 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 16,399 | 198,462 | SH | SOLE | 198,462 | 0 | 0 | ||
| SHUTTERFLY INC | COM | 82568P304 | 18,885 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
| TITAN MACHY INC | COM | 88830R101 | 6,780 | 460,289 | SH | SOLE | 460,289 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 13,304 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||