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
Estimated average burden
hours per response: 23.8
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
BALLYS CORPORATION COM 05875B106 7,009 354,685 SH   SOLE None 354,685 0 0
BRISTOW GROUP INC COM 11040G103 94,896 4,039,837 SH   SOLE None 4,039,837 0 0
CHEVRON CORP NEW COM 166764100 28,500 198,373 SH   SOLE None 198,373 0 0
CINEMARK HLDGS INC COM 17243V102 503 41,573 SH   SOLE None 41,573 0 0
EXXON MOBIL CORP COM 30231G102 30,293 346,956 SH   SOLE None 346,956 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 61,780 2,636,771 SH   SOLE None 2,636,771 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 10,179 267,389 SH   SOLE None 267,389 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 2,245 322,956 SH   SOLE None 322,956 0 0
US FOODS HLDG CORP COM 912008109 31,006 1,172,681 SH   SOLE None 1,172,681 0 0
VALERO ENERGY CORP COM 91913Y100 20,489 191,759 SH   SOLE None 191,759 0 0
VEON LTD SPONSORED ADR 91822M106 2,044 6,388,208 SH   SOLE None 6,388,208 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 20,812 296,600 SH   SOLE None 296,600 0 0