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
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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
ALLIANCE RES PARTNER L P UT LTD PART 01877R108 22,976 1,325,000 SH   SOLE   1,325,000 0 0
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 6,708 600,000 SH   SOLE   600,000 0 0
ANTERO RES CORP COM 03674X106 13,616 1,450,000 SH   SOLE   1,450,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 306 1 SH   SOLE   1 0 0
CAPITAL SR LIVING CORP COM 140475104 4,736 696,500 SH   SOLE   696,500 0 0
CINER RES LP COM UNIT LTD 172464109 5,888 274,500 SH   SOLE   274,500 0 0
CONSOL COAL RES LP COM UNIT 20855T100 5,826 355,000 SH   SOLE   355,000 0 0
CONSOL ENERGY INC NEW COM 20854L108 16,426 518,000 SH   SOLE   518,000 0 0
FEDEX CORP COM 31428X106 1,775 11,000 SH   SOLE   11,000 0 0
KOPPERS HOLDINGS INC COM 50060P106 10,224 600,000 SH   SOLE   600,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 11,951 465,000 SH   SOLE   465,000 0 0
PACCAR INC COM 693718108 3,371 59,000 SH   SOLE   59,000 0 0
PRECISION DRILLING CORP COM 2010 74022D308 10,005 5,750,000 SH   SOLE   5,750,000 0 0
QUANTA SVCS INC COM 74762E102 15,050 500,000 SH   SOLE   500,000 0 0
SPIRIT AIRLS INC COM 848577102 20,272 350,000 SH   SOLE   350,000 0 0
TYSON FOODS INC CL A 902494103 1,068 20,000 SH   SOLE   20,000 0 0
US BANCORP DEL COM NEW 902973304 2,194 48,000 SH   SOLE   48,000 0 0
VIASAT INC COM 92552V100 20,338 345,000 SH   SOLE   345,000 0 0
VISTA OUTDOOR INC COM 928377100 9,648 850,000 SH   SOLE   850,000 0 0