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
ALPHABET INC CAP STK CL A 02079K305 1,350 500 SH   SOLE   500 0 0
ALPHABET INC CAP STK CL C 02079K107 8,862 7,621 SH   SOLE   7,621 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 5,912 484,962 SH   SOLE   484,962 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 272 100 SH   SOLE   100 0 0
BK OF AMERICA CORP COM 060505104 2,592 122,075 SH   SOLE   122,075 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 306 25,000 SH   SOLE   25,000 0 0
CITIGROUP INC COM NEW 172967424 11,720 278,255 SH   SOLE   278,255 0 0
CNX MIDSTREAM PARTNERS LP COM UNIT REPST 12654A101 81 10,000 SH   SOLE   10,000 0 0
CNX RESOURCES CORPORATION COM 12653C108 5,530 1,039,429 SH   SOLE   1,039,429 0 0
CORNING INC COM 219350105 7,879 383,600 SH   SOLE   383,600 0 0
DISCOVERY INC COM SER A 25470F104 13,029 670,237 SH   SOLE   670,237 0 0
ECHOSTAR CORP CL A 278768106 19,761 618,109 SH   SOLE   618,109 0 0
EQT CORPORATION COM 26884L109 10,875 1,538,164 SH   SOLE   1,538,164 0 0
FOSTER L B CO COM 350060109 309 25,000 SH   SOLE   25,000 0 0
INGEVITY CORP COM 45688C107 1,144 32,500 SH   SOLE   32,500 0 0
KINDER MORGAN INC DEL COM 49456B101 13,485 968,715 SH   SOLE   968,715 0 0
KINROSS GOLD CORP COM 496902404 10,765 2,704,840 SH   SOLE   2,704,840 0 0
LIMELIGHT NETWORKS INC COM 53261M104 11,748 2,061,078 SH   SOLE   2,061,078 0 0
RANGE RES CORP COM 75281A109 6,147 2,696,161 SH   SOLE   2,696,161 0 0
REEDS INC COM 758338107 174 366,263 SH   SOLE   366,263 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 348 107,812 SH   SOLE   107,812 0 0
SMART SAND INC COM 83191H107 311 298,571 SH   SOLE   298,571 0 0
SPIRIT AIRLS INC COM 848577102 7,279 564,725 SH   SOLE   564,725 0 0
TRINSEO S A SHS L9340P101 5,455 301,190 SH   SOLE   301,190 0 0
UBER TECHNOLOGIES INC COM 90353T100 8,725 312,500 SH   SOLE   312,500 0 0
UNITED AIRLS HLDGS INC COM 910047109 7,029 222,800 SH   SOLE   222,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 201 3,746 SH   SOLE   3,746 0 0
VIACOMCBS INC CL A 92556H107 2,816 200,968 SH   SOLE   200,968 0 0
WESTROCK CO COM 96145D105 4,525 160,124 SH   SOLE   160,124 0 0
WILLIAMS COS INC COM 969457100 4,368 308,660 SH   SOLE   308,660 0 0