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 |
| BLACK STONE MINERALS L P | COM UNIT | 09225M101 | 3,760 | 206,462 | SH | SOLE | 206,462 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 16,758 | 1,470,000 | SH | SOLE | 1,470,000 | 0 | 0 | ||
| CULLEN FROST BANKERS INC | COM | 229899109 | 9,573 | 91,660 | SH | SOLE | 91,660 | 0 | 0 | ||
| INDUSTRIAL LOGISTICS PPTYS T | COM SHS BEN INT | 456237106 | 21,500 | 934,424 | SH | SOLE | 934,424 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 22,372 | 410,720 | SH | SOLE | 410,720 | 0 | 0 | ||
| MPLX LP | COM UNIT REP LTD | 55336V100 | 3,926 | 113,197 | SH | SOLE | 113,197 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 30,290 | 372,107 | SH | SOLE | 372,107 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 13,668 | 538,100 | SH | SOLE | 538,100 | 0 | 0 | ||
| STARS GROUP INC | COM | 85570W100 | 22,146 | 891,100 | SH | SOLE | 891,100 | 0 | 0 | ||
| TRIBUNE MEDIA CO | CL A | 896047503 | 8,643 | 224,900 | SH | SOLE | 224,900 | 0 | 0 | ||