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 |
| APA CORPORATION | COM | 03743Q108 | 6,980 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 8,466 | 185,000 | SH | SOLE | 0 | 185,000 | 0 | 0 | |
| ANTERO RESOURCES CORP | COM | 03674X106 | 9,195 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
| DISH NETWORK CORPORATION | CL A | 25470M109 | 1,255 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | |
| EPSILON ENERGY LTD | COM | 294375209 | 7,525 | 1,277,609 | SH | SOLE | 0 | 1,277,609 | 0 | 0 | |
| HESS CORP | COM | 42809H107 | 1,589 | 15,000 | SH | SOLE | 0 | 15,000 | 0 | 0 | |
| IRIDEX CORP | COM | 462684101 | 1,446 | 562,670 | SH | SOLE | 0 | 562,670 | 0 | 0 | |
| JBG SMITH PPTYS | COM | 46590V100 | 2,364 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| NAVIGATOR HLDGS LTD | SHS | Y62132108 | 10,904 | 965,848 | SH | SOLE | 0 | 965,848 | 0 | 0 | |
| OASIS PETROLEUM INC | COM NEW | 674215207 | 304 | 2,500 | SH | SOLE | 0 | 2,500 | 0 | 0 | |
| SAUL CTRS INC | COM | 804395101 | 1,178 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |