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 CL A CAP STK CL A 02079K305 2,148 500 SH   SOLE   500 0 0
ALPHABET CL C CAP STK CL C 02079K107 11,200 7,621 SH   SOLE   7,621 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 123 10,000 SH   SOLE   10,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 320 100 SH   SOLE   100 0 0
BK OF AMERICA CORP COM 060505104 3,562 147,875 SH   SOLE   147,875 0 0
CITIGROUP INC COM NEW 172967424 11,996 278,255 SH   SOLE   278,255 0 0
CNX RESOURCES COM 12653C108 7,019 743,557 SH   SOLE   743,557 0 0
CORNING INC COM 219350105 4,168 128,600 SH   SOLE   128,600 0 0
DISCOVERY INC COM SER A 25470F104 22,154 1,017,637 SH   SOLE   1,017,637 0 0
ECHOSTAR CORP CL A 278768106 20,686 831,083 SH   SOLE   831,083 0 0
EQT CORP COM 26884L109 19,888 1,538,164 SH   SOLE   1,538,164 0 0
FOSTER L B CO COM 350060109 336 25,000 SH   SOLE   25,000 0 0
KINDER MORGAN INC DEL COM 49456B101 11,944 968,715 SH   SOLE   968,715 0 0
KINROSS GOLD CORP COM 496902404 23,857 2,704,840 SH   SOLE   2,704,840 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 6,634 804,060 SH   SOLE   804,060 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 7,619 935,980 SH   SOLE   935,980 0 0
LIMELIGHT NETWORKS INC COM 53261M104 864 150,000 SH   SOLE   150,000 0 0
RANGE RES CORP COM 75281A109 12,374 1,869,192 SH   SOLE   1,869,192 0 0
REEDS INC COM 758338107 340 366,263 SH   SOLE   366,263 0 0
SMART SAND INC COM 83191H107 337 257,217 SH   SOLE   257,217 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 398 21,050 SH   SOLE   21,050 0 0
SPIRIT AIRLS INC COM 848577102 4,978 309,200 SH   SOLE   309,200 0 0
TRINSEO S A SHS L9340P101 5,061 197,400 SH   SOLE   197,400 0 0
UBER TECHNOLOGIES INC COM 90353T100 11,914 326,600 SH   SOLE   326,600 0 0
UNITED AIRLS HLDGS INC COM 910047109 5,918 170,300 SH   SOLE   170,300 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 223 3,746 SH   SOLE   3,746 0 0
VIACOMCBS INC CL A 92556H107 5,629 200,968 SH   SOLE   200,968 0 0
WESTROCK CO COM 96145D105 7,712 221,980 SH   SOLE   221,980 0 0
WILLIAMS COS INC COM 969457100 6,065 308,660 SH   SOLE   308,660 0 0