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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 8,410,050 | 165,000 | SH | SOLE | 0 | 165,000 | 0 | 0 | ||
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 4,976,400 | 110,000 | SH | SOLE | 0 | 110,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 4,942,600 | 65,000 | SH | SOLE | 0 | 65,000 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 2,233,700 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | ||
| ECOVYST INC | COM | 27923Q109 | 2,762,500 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | ||
| EPSILON ENERGY LTD | COM | 294375209 | 5,831,082 | 1,091,963 | SH | SOLE | 0 | 1,091,963 | 0 | 0 | ||
| IRIDEX CORP | COM | 462684101 | 2,074,579 | 1,021,960 | SH | SOLE | 0 | 1,021,960 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 114,710 | 500 | SH | SOLE | 0 | 500 | 0 | 0 | ||
| NAVIGATOR HLDGS LTD | SHS | Y62132108 | 9,800,000 | 700,000 | SH | SOLE | 0 | 700,000 | 0 | 0 | ||
| SAUL CTRS INC | COM | 804395101 | 975,000 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 5,936,400 | 15,000 | SH | SOLE | 0 | 15,000 | 0 | 0 | ||