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 |
| ARCH RESOURCES INC | CL A | 03940R107 | 4,121 | 97,000 | SH | SOLE | 97,000 | 0 | 0 | ||
| BAKER HUGHES COMPANY | CL A | 05722G100 | 1,745 | 131,300 | SH | SOLE | 131,300 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 2,625 | 60,900 | SH | SOLE | 60,900 | 0 | 0 | ||
| CITIZENS FINL GROUP INC | COM | 174610105 | 8,167 | 323,058 | SH | SOLE | 323,058 | 0 | 0 | ||
| CONTURA ENERGY INC | COM | 21241B100 | 897 | 122,500 | SH | SOLE | 122,500 | 0 | 0 | ||
| ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 | 991 | 54,100 | SH | SOLE | 54,100 | 0 | 0 | ||
| GANNETT CO INC | COM | 36472T109 | 3,259 | 2,506,600 | SH | SOLE | 2,506,600 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 5,746 | 417,300 | SH | SOLE | 417,300 | 0 | 0 | ||
| HELIX ENERGY SOLUTIONS GRP I | COM | 42330P107 | 375 | 155,750 | SH | SOLE | 155,750 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 5,428 | 487,700 | SH | SOLE | 487,700 | 0 | 0 | ||
| LEE ENTERPRISES INC | COM | 523768109 | 3,439 | 4,099,700 | SH | SOLE | 4,099,700 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 22,887 | 254,500 | SH | SOLE | 254,500 | 0 | 0 | ||
| NEXTIER OILFIELD SOLUTIONS | COM | 65290C105 | 448 | 242,000 | SH | SOLE | 242,000 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 728 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PEABODY ENERGY CORP NEW | COM | 704551100 | 920 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 490 | 31,472 | SH | SOLE | 31,472 | 0 | 0 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 7,667 | 118,540 | SH | SOLE | 118,540 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 21,232 | 1,104,105 | SH | SOLE | 1,104,105 | 0 | 0 | ||
| STORE CAP CORP | COM | 862121100 | 9,957 | 363,000 | SH | SOLE | 363,000 | 0 | 0 | ||
| TECHNIPFMC PLC | COM | G87110105 | 1,685 | 267,000 | SH | SOLE | 267,000 | 0 | 0 | ||
| TRIBUNE PUBG CO NEW | COM | 89609W107 | 134,606 | 11,544,213 | SH | SOLE | 11,544,213 | 0 | 0 | ||
| VEREIT INC | COM | 92339V100 | 3,783 | 582,000 | SH | SOLE | 582,000 | 0 | 0 | ||
| VIACOMCBS INC | CL B | 92556H206 | 16,635 | 593,900 | SH | SOLE | 593,900 | 0 | 0 | ||
| WARRIOR MET COAL INC | COM | 93627C101 | 905 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
| WP CAREY INC | COM | 92936U109 | 16,661 | 255,700 | SH | SOLE | 255,700 | 0 | 0 | ||