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
AERCAP HOLDINGS NV SHS N00985106 20,616 520,598 SH   SOLE   520,598 0 0
ALTICE USA INC CL A 02156K103 26,748 1,619,136 SH   SOLE   1,619,136 0 0
AUTOLIV INC COM 052800109 42,640 607,141 SH   SOLE   607,141 0 0
AVAYA HLDGS CORP COM 05351X101 31,390 2,155,926 SH   SOLE   2,155,926 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 15,040 52,779 SH   SOLE   52,779 0 0
COMCAST CORP NEW CL A 20030N101 25,270 742,140 SH   SOLE   742,140 0 0
CONSOL ENERGY INC NEW COM 20854L108 20,622 650,336 SH   SOLE   650,336 0 0
GRAFTECH INTL LTD COM 384313508 13,553 1,184,719 SH   SOLE   1,184,719 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 6,583 484,756 SH   SOLE   484,756 0 0
LINDE PLC COM G5494J103 84,544 541,812 SH   SOLE   541,812 0 0
MEREDITH CORP COM 589433101 17,063 328,517 SH   SOLE   328,517 0 0
PERSPECTA INC COM 715347100 9,018 523,707 SH   SOLE   523,707 0 0
UBS GROUP AG SHS H42097107 57,901 4,676,949 SH   SOLE   4,676,949 0 0