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 |
| CAMECO CORP | COM | 13321L108 | 19,903 | 2,095,100 | SH | SOLE | 2,095,100 | 0 | 0 | ||
| CULLEN FROST BANKERS INC | COM | 229899109 | 15,735 | 177,700 | SH | SOLE | 177,700 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 9,982 | 56,060 | SH | SOLE | 56,060 | 0 | 0 | ||
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 14,904 | 773,830 | SH | SOLE | 773,830 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 8,709 | 354,870 | SH | SOLE | 354,870 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 14,447 | 217,760 | SH | SOLE | 217,760 | 0 | 0 | ||