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
ALPHABET INC CAP STK CL C 02079K107 6,569 2,621 SH   SOLE   2,621 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 419 100 SH   SOLE   100 0 0
BK OF AMERICA CORP COM 060505104 1,974 47,875 SH   SOLE   47,875 0 0
CITIGROUP INC COM NEW 172967424 17,918 253,255 SH   SOLE   253,255 0 0
CNX RES CORP COM 12653C108 10,040 734,969 SH   SOLE   734,969 0 0
DISCOVERY INC COM SER A 25470F104 28,036 913,816 SH   SOLE   913,816 0 0
ECHOSTAR CORP CL A 278768106 32,070 1,320,278 SH   SOLE   1,320,278 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 307 40,000 SH   SOLE   40,000 0 0
EQT CORP COM 26884L109 34,162 1,534,700 SH   SOLE   1,534,700 0 0
FOSTER L B CO COM 350060109 466 25,000 SH   SOLE   25,000 0 0
KINDER MORGAN INC DEL COM 49456B101 15,721 862,385 SH   SOLE   862,385 0 0
KINROSS GOLD CORP COM 496902404 20,067 3,160,216 SH   SOLE   3,160,216 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 20,974 1,487,492 SH   SOLE   1,487,492 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 11,144 804,060 SH   SOLE   804,060 0 0
SMART SAND INC COM 83191H107 857 257,217 SH   SOLE   257,217 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 993 21,050 SH   SOLE   21,050 0 0
UBER TECHNOLOGIES INC COM 90353T100 13,277 264,900 SH   SOLE   264,900 0 0
UNITED AIRLS HLDGS INC COM 910047109 8,905 170,300 SH   SOLE   170,300 0 0
WESTROCK CO COM 96145D105 11,814 221,980 SH   SOLE   221,980 0 0
WILLIAMS COS INC COM 969457100 6,767 254,860 SH   SOLE   254,860 0 0
YAMANA GOLD INC COM 98462Y100 9,607 2,276,602 SH   SOLE   2,276,602 0 0