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
CAMECO CORP COM 13321L108 18,287 1,551,100 SH   SOLE 1,551,100 0 0
CULLEN FROST BANKERS INC COM 229899109 12,418 127,930 SH   SOLE 127,930 0 0
FACEBOOK INC CL A 30303M102 24,036 144,200 SH   SOLE 144,200 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 22,234 1,102,324 SH   SOLE 1,102,324 0 0
ISHARES TR MSCI ACWI ETF 464288257 12,403 171,900 SH   SOLE 171,900 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 24,737 389,320 SH   SOLE 389,320 0 0
MPLX LP COM UNIT REP LTD 55336V100 4,212 128,067 SH   SOLE 128,067 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 6,026 55,607 SH   SOLE 55,607 0 0
STARS GROUP INC COM 85570W100 16,822 961,300 SH   SOLE 961,300 0 0