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 3,000 181,262 SH   SOLE 181,262 0 0
CULLEN FROST BANKERS INC COM 229899109 14,485 136,560 SH   SOLE 136,560 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 16,272 800,000 SH   SOLE 800,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 31,879 756,520 SH   SOLE 756,520 0 0
MGM RESORTS INTERNATIONAL COM 552953101 43,804 1,250,854 SH   SOLE 1,250,854 0 0
MPLX LP COM UNIT REP LTD 55336V100 2,967 89,797 SH   SOLE 89,797 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 25,678 386,133 SH   SOLE 386,133 0 0