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

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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
ATN INTL INC COM 00215F107 442 9,000 SH   SOLE 0 9,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 3,553 75,000 SH   SOLE 0 75,000 0 0
CIGNA CORP NEW COM 125523100 4,835 20,000 SH   SOLE 0 20,000 0 0
EPSILON ENERGY LTD COM 294375209 5,399 1,384,461 SH   SOLE 0 1,384,461 0 0
EURONET WORLDWIDE INC COM 298736109 1,037 7,500 SH   SOLE 0 7,500 0 0
IRIDEX CORP COM 462684101 8,033 1,190,000 SH   SOLE 0 1,190,000 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 11,214 1,260,000 SH   SOLE 0 1,260,000 0 0
NEWMONT CORP COM 651639106 12,054 200,000 SH   SOLE 0 200,000 0 0
REATA PHARMACEUTICALS INC CL A 75615P103 9,970 100,000 SH   SOLE 0 100,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,963 10,000 SH   SOLE 0 10,000 0 0
VERSO CORP CL A 92531L207 5,107 350,000 SH   SOLE 0 350,000 0 0