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
ATN INTL INC COM 00215F107 409 9,000 SH   SOLE 0 9,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 6,404 125,000 SH   SOLE 0 125,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 2,753 53,017 SH   SOLE 0 53,017 0 0
CIGNA CORP NEW COM 125523100 2,726 11,500 SH   SOLE 0 11,500 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 3,147 300,000 SH   SOLE 0 300,000 0 0
EPSILON ENERGY LTD COM 294375209 6,922 1,384,461 SH   SOLE 0 1,384,461 0 0
MILLER HERMAN INC COM 600544100 7,778 165,000 SH   SOLE 0 165,000 0 0
IRIDEX CORP COM 462684101 6,924 980,674 SH   SOLE 0 980,674 0 0
KNOLL INC COM NEW 498904200 1,300 50,000 SH   SOLE 0 50,000 0 0
LUMOS PHARMA INC COM 55028X109 500 50,000 SH   SOLE 0 50,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 13,797 1,260,000 SH   SOLE 0 1,260,000 0 0
NEWMONT CORP COM 651639106 4,120 65,000 SH   SOLE 0 65,000 0 0
REATA PHARMACEUTICALS INC CL A 75615P103 9,638 68,100 SH   SOLE 0 68,100 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,281 10,000 SH   SOLE 0 10,000 0 0
SAUL CTRS INC COM 804395101 1,136 25,000 SH   SOLE 0 25,000 0 0
VERSO CORP CL A 92531L207 3,328 188,029 SH   SOLE 0 188,029 0 0