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 12,784 8,121 SH   SOLE   8,121 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 131 10,000 SH   SOLE   10,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 267 100 SH   SOLE   100 0 0
BK OF AMERICA CORP COM 060505104 3,512 147,875 SH   SOLE   147,875 0 0
CITIGROUP INC COM NEW 172967424 14,219 278,255 SH   SOLE   278,255 0 0
CNX MIDSTREAM PARTNERS LP COM UNIT REPST 12654A101 67 10,000 SH   SOLE   10,000 0 0
CNX RESOURCES CORPORATION COM 12653C108 6,356 734,757 SH   SOLE   734,757 0 0
CORNING INC COM 219350105 3,642 140,600 SH   SOLE   140,600 0 0
DISCOVERY INC COM SER A 25470F104 19,624 930,028 SH   SOLE   930,028 0 0
ECHOSTAR CORP CL A 278768106 17,464 624,609 SH   SOLE   624,609 0 0
EQT CORP COM 26884L109 18,304 1,538,164 SH   SOLE   1,538,164 0 0
FOSTER L B CO COM 350060109 296 25,000 SH   SOLE   25,000 0 0
KINDER MORGAN INC DEL COM 49456B101 14,695 968,715 SH   SOLE   968,715 0 0
KINROSS GOLD CORP COM 496902404 19,529 2,704,840 SH   SOLE   2,704,840 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 7,815 804,060 SH   SOLE   804,060 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 5,165 547,095 SH   SOLE   547,095 0 0
LIMELIGHT NETWORKS INC COM 53261M104 7,720 1,048,951 SH   SOLE   1,048,951 0 0
RANGE RES CORP COM 75281A109 12,850 2,282,500 SH   SOLE   2,282,500 0 0
REEDS INC COM 758338107 351 366,263 SH   SOLE   366,263 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 98 20,000 SH   SOLE   20,000 0 0
SMART SAND INC COM 83191H107 314 298,571 SH   SOLE   298,571 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 7,421 309,983 SH   SOLE   309,983 0 0
SPIRIT AIRLS INC COM 848577102 8,307 466,676 SH   SOLE   466,676 0 0
TRINSEO S A SHS L9340P101 5,482 247,400 SH   SOLE   247,400 0 0
UBER TECHNOLOGIES INC COM 90353T100 10,042 323,100 SH   SOLE   323,100 0 0
UNITED AIRLS HLDGS INC COM 910047109 7,105 205,300 SH   SOLE   205,300 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 207 3,746 SH   SOLE   3,746 0 0
VIACOMCBS INC CL A 92556H107 4,687 200,968 SH   SOLE   200,968 0 0
WESTROCK CO COM 96145D105 6,273 221,980 SH   SOLE   221,980 0 0
WILLIAMS COS INC COM 969457100 5,871 308,660 SH   SOLE   308,660 0 0