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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 25,112 | 539,589 | SH | SOLE | 539,589 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 29,550 | 1,375,687 | SH | SOLE | 1,375,687 | 0 | 0 | ||
| AUTOLIV INC | COM | 052800109 | 57,126 | 776,912 | SH | SOLE | 776,912 | 0 | 0 | ||
| AVAYA HLDGS CORP | COM | 05351X101 | 41,672 | 2,476,065 | SH | SOLE | 2,476,065 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 19,151 | 55,205 | SH | SOLE | 55,205 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 27,757 | 694,278 | SH | SOLE | 694,278 | 0 | 0 | ||
| CONSOL ENERGY INC NEW | COM | 20854L108 | 24,081 | 703,710 | SH | SOLE | 703,710 | 0 | 0 | ||
| GRAFTECH INTL LTD | COM | 384313508 | 15,188 | 1,187,476 | SH | SOLE | 1,187,476 | 0 | 0 | ||
| KIMBELL RTY PARTNERS LP | UNIT | 49435R102 | 9,800 | 536,385 | SH | SOLE | 536,385 | 0 | 0 | ||
| MEREDITH CORP | COM | 589433101 | 18,870 | 341,484 | SH | SOLE | 341,484 | 0 | 0 | ||
| UBS GROUP AG | SHS | H42097107 | 62,246 | 5,140,033 | SH | SOLE | 5,140,033 | 0 | 0 | ||