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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 6,889,638 | 2,381 | SH | SOLE | 2,381 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 450,662 | 100 | SH | SOLE | 100 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 6,452,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 9,868,028 | 163,405 | SH | SOLE | 163,405 | 0 | 0 | ||
| CNX RES CORP | COM | 12653C108 | 3,144,625 | 228,700 | SH | SOLE | 228,700 | 0 | 0 | ||
| DISCOVERY INC | COM SER A | 25470F104 | 21,927,889 | 931,912 | SH | SOLE | 931,912 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 37,957,465 | 1,440,511 | SH | SOLE | 1,440,511 | 0 | 0 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 329,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 44,873,617 | 2,057,479 | SH | SOLE | 2,057,479 | 0 | 0 | ||
| FOSTER L B CO | COM | 350060109 | 343,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| FRONTIER COMMUNICATIONS PARE | COM | 35909D109 | 11,035,305 | 374,205 | SH | SOLE | 374,205 | 0 | 0 | ||
| GULFPORT ENERGY CORP | COMMON SHARES | 402635502 | 1,170,488 | 16,250 | SH | SOLE | 16,250 | 0 | 0 | ||
| KINROSS GOLD CORP | COM | 496902404 | 18,360,855 | 3,160,216 | SH | SOLE | 3,160,216 | 0 | 0 | ||
| LIBERTY LATIN AMERICA LTD | COM CL A | G9001E102 | 9,375,340 | 804,060 | SH | SOLE | 804,060 | 0 | 0 | ||
| LIBERTY LATIN AMERICA LTD | COM CL C | G9001E128 | 16,957,409 | 1,487,492 | SH | SOLE | 1,487,492 | 0 | 0 | ||
| SMART SAND INC | COM | 83191H107 | 422,246 | 237,217 | SH | SOLE | 237,217 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 853,182 | 19,800 | SH | SOLE | 19,800 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 13,729,350 | 327,435 | SH | SOLE | 327,435 | 0 | 0 | ||
| UNITED AIRLS HLDGS INC | COM | 910047109 | 5,257,978 | 120,100 | SH | SOLE | 120,100 | 0 | 0 | ||
| WESTROCK CO | COM | 96145D105 | 9,847,033 | 221,980 | SH | SOLE | 221,980 | 0 | 0 | ||
| WILLIAMS COS INC | COM | 969457100 | 6,636,554 | 254,860 | SH | SOLE | 254,860 | 0 | 0 | ||
| YAMANA GOLD INC | COM | 98462Y100 | 10,662,260 | 2,526,602 | SH | SOLE | 2,526,602 | 0 | 0 | ||