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 |
| ANAPTYSBIO INC | COM | 032724106 | 11,782 | 527,404 | SH | SOLE | 527,404 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 41,585 | 1,844,116 | SH | SOLE | 1,844,116 | 0 | 0 | ||
| BANK NEW YORK MELLON CORP | COM | 064058100 | 28,021 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| BRAEMAR HOTELS & RESORTS INC | COM | 10482B101 | 74 | 25,951 | SH | SOLE | 25,951 | 0 | 0 | ||
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 2,449 | 110,198 | SH | SOLE | 110,198 | 0 | 0 | ||
| CARS COM INC | COM | 14575E105 | 5,760 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| CHEMOURS CO | COM | 163851108 | 166,112 | 10,821,658 | SH | SOLE | 10,821,658 | 0 | 0 | ||
| COMPX INTL INC | CL A | 20563P101 | 5,626 | 407,094 | SH | SOLE | 407,094 | 0 | 0 | ||
| CORTEVA INC | COM | 22052L104 | 170,119 | 6,350,100 | SH | SOLE | 6,350,100 | 0 | 0 | ||
| DELPHI TECHNOLOGIES PL | SHS | G2709G107 | 1,066 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 14,094 | 408,399 | SH | SOLE | 408,399 | 0 | 0 | ||
| DUPONT DE NEMOURS INC | COM | 26614N102 | 160,426 | 3,019,508 | SH | SOLE | 3,019,508 | 0 | 0 | ||
| EQUITABLE HLDGS INC | COM | 29452E101 | 119,577 | 6,198,915 | SH | SOLE | 6,198,915 | 0 | 0 | ||
| GARRETT MOTION INC | COM | 366505105 | 40,530 | 7,315,968 | SH | SOLE | 7,315,968 | 0 | 0 | ||
| GROUPON INC | COM NEW | 399473206 | 1,551 | 85,569 | SH | SOLE | 85,569 | 0 | 0 | ||
| HOST HOTELS & RESORTS INC | COM | 44107P104 | 4,507 | 417,664 | SH | SOLE | 417,664 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 21,000 | 684,278 | SH | SOLE | 684,278 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 16,866 | 451,201 | SH | SOLE | 451,201 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 66,713 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 35,357 | 3,986,100 | SH | SOLE | 3,986,100 | 0 | 0 | ||
| PARK HOTELS RESORTS INC | COM | 700517105 | 6,429 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 64,572 | 2,544,205 | SH | SOLE | 2,544,205 | 0 | 0 | ||
| XERIS PHARMACEUTICALS INC | COM | 98422L107 | 11,099 | 4,172,459 | SH | SOLE | 4,172,459 | 0 | 0 | ||