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 | 8,206 | 240,000 | SH | SOLE | 0 | 240,000 | 0 | 0 | |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 2,112 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| ANTERO RESOURCES CORP | COM | 03674X106 | 6,102 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| DISH NETWORK CORPORATION | CL A | 25470M109 | 692 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| EPSILON ENERGY LTD | COM | 294375209 | 8,006 | 1,266,709 | SH | SOLE | 0 | 1,266,709 | 0 | 0 | |
| IRIDEX CORP | COM | 462684101 | 1,927 | 799,385 | SH | SOLE | 0 | 799,385 | 0 | 0 | |
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 512 | 2,500 | SH | SOLE | 0 | 2,500 | 0 | 0 | |
| NAVIGATOR HLDGS LTD | SHS | Y62132108 | 8,015 | 700,000 | SH | SOLE | 0 | 700,000 | 0 | 0 | |
| NEWMONT CORP | COM | 651639106 | 2,102 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 7,143 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
| SAUL CTRS INC | COM | 804395101 | 938 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 3,782 | 14,000 | SH | SOLE | 0 | 14,000 | 0 | 0 | |