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
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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
3M Co COM 88579Y101 9,491 40,325 SH   SOLE   40,325 0 0
Abbvie Inc COM 00287Y109 20,111 207,950 SH   SOLE   207,950 0 0
Cannae Hldgs Inc COM 13765N107 97,175 5,706,134 SH   SOLE   5,706,134 0 0
Chevron Corp New COM 166764100 14,165 113,150 SH   SOLE   113,150 0 0
ConocoPhillips COM 20825C104 5,121 93,300 SH   SOLE   93,300 0 0
DowDuPont Inc COM 26078J100 27,739 389,477 SH   SOLE   389,477 0 0
Exxon Mobil Corp COM 30231G102 11,301 135,120 SH   SOLE   135,120 0 0
Fairmount Santrol Hldgs Inc COM 30555Q108 322 61,500 SH   SOLE   61,500 0 0
FGL Hldgs ORD SHS G3402M102 168,491 16,732,000 SH   SOLE   16,732,000 0 0
FGL Hldgs *W EXP 11/30/202 G3402M110 2,325 1,500,000 SH   SOLE   1,500,000 0 0
Fidelity Natl Information Sv COM 31620M106 122,680 1,303,860 SH   SOLE   1,303,860 0 0
General Electric Co COM 369604103 5,914 338,900 SH   SOLE   338,900 0 0
Genuine Parts Co COM 372460105 18,617 195,950 SH   SOLE   195,950 0 0
Helmerich & Payne Inc COM 423452101 11,086 171,500 SH   SOLE   171,500 0 0
Intl Paper Co COM 460146103 22,886 395,001 SH   SOLE   395,001 0 0
Invitation Homes Inc COM 46187W107 50,841 2,157,039 SH   SOLE   2,157,039 0 0
Johnson & Johnson COM 478160104 8,171 58,480 SH   SOLE   58,480 0 0
Lockheed Martin Corp COM 539830109 10,246 31,915 SH   SOLE   31,915 0 0
MGM Growth Pptys LLC CL A COM 55303A105 14,575 500,000 SH   SOLE   500,000 0 0
Nuverra Environmental Soluti COM PAR 67091K302 89 4,891 SH   SOLE   4,891 0 0
PepsiCo Inc COM 713448108 22,367 186,516 SH   SOLE   186,516 0 0
Pfizer Inc COM 717081103 1,811 50,000 SH   SOLE   50,000 0 0
Philip Morris Intl Inc COM 718172109 23,729 224,600 SH   SOLE   224,600 0 0
Smart Sand Inc COM 83191H107 123 14,250 SH   SOLE   14,250 0 0
Targa Res Corp COM 87612G101 3,291 67,959 SH   SOLE   67,959 0 0
TC Pipelines LP UT COM LTD PRT 87233Q108 7,381 139,000 SH   SOLE   139,000 0 0