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
ABBVIE INC COM 00287Y109 5,888 60,000 SH   SOLE 0 60,000 0 0
BARRICK GOLD CORPORATION COM 067901108 13,470 500,000 SH   SOLE 0 500,000 0 0
CIGNA CORP NEW COM 125523100 1,877 10,000 SH   SOLE 0 10,000 0 0
COMMUNITY BANKERS TR CORP COM 203612106 1,375 250,000 SH   SOLE 0 250,000 0 0
EPSILON ENERGY LTD COM 294375209 3,201 1,085,000 SH   SOLE 0 1,085,000 0 0
IRIDEX CORP COM 462684101 2,798 1,320,000 SH   SOLE 0 1,320,000 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 8,474 1,317,901 SH   SOLE 0 1,317,901 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 21,609 350,000 SH   SOLE 0 350,000 0 0
PAR PACIFIC HOLDINGS INC COM NEW 69888T207 989 110,000 SH   SOLE 0 110,000 0 0
REATA PHARMACEUTICALS INC CL A 75615P103 31,360 201,000 SH   SOLE 0 201,000 0 0