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 |
| AON PLC | SHS CL A | G0408V102 | 48,786 | 252,803 | SH | SOLE | 252,803 | 0 | 0 | ||
| BP MIDSTREAM PARTNERS LP | UNIT LTD PTNR | 0556EL109 | 22,650 | 1,463,210 | SH | SOLE | 1,463,210 | 0 | 0 | ||
| DUPONT DE NEMOURS INC | COM | 26614N102 | 22,295 | 296,990 | SH | SOLE | 296,990 | 0 | 0 | ||
| CORTEVA INC | COM | 22052L104 | 8,782 | 296,990 | SH | SOLE | 296,990 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 80,539 | 1,148,100 | SH | SOLE | 1,148,100 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 60,561 | 1,724,415 | SH | SOLE | 1,724,415 | 0 | 0 | ||
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 71,831 | 1,288,682 | SH | SOLE | 1,288,682 | 0 | 0 | ||
| WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 124,015 | 647,461 | SH | SOLE | 647,461 | 0 | 0 | ||
| WISDOMTREE TR | JAPN HEDGE EQT | 97717W851 | 16,392 | 336,600 | SH | SOLE | 336,600 | 0 | 0 | ||