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 | 14,106 | 1,584,900 | SH | SOLE | 1,584,900 | 0 | 0 | ||
| CULLEN FROST BANKERS INC | COM | 229899109 | 17,375 | 177,700 | SH | SOLE | 177,700 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 9,454 | 46,060 | SH | SOLE | 46,060 | 0 | 0 | ||
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 18,268 | 613,830 | SH | SOLE | 613,830 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 12,348 | 404,870 | SH | SOLE | 404,870 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 20,081 | 280,967 | SH | SOLE | 280,967 | 0 | 0 | ||
| NATIONAL BEVERAGE CORP | COM | 635017106 | 15,052 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 9,527 | 29,600 | SH | SOLE | 29,600 | 0 | 0 | ||
| THE CHARLES SCHWAB CORPORATI | COM | 808513105 | 10,939 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||