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 7,016 354,685 SH   SOLE None 354,685 0 0
BRISTOW GROUP INC COM 11040G103 97,526 4,167,787 SH   SOLE None 4,167,787 0 0
CHEVRON CORP NEW COM 166764100 28,295 195,437 SH   SOLE None 195,437 0 0
CINEMARK HLDGS INC COM 17243V102 3,449 229,617 SH   SOLE None 229,617 0 0
EXXON MOBIL CORP COM 30231G102 29,663 346,374 SH   SOLE None 346,374 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 69,959 2,971,899 SH   SOLE None 2,971,899 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 11,026 305,935 SH   SOLE None 305,935 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 3,236 366,442 SH   SOLE None 366,442 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 23,248 441,642 SH   SOLE None 441,642 0 0
US FOODS HLDG CORP COM 912008109 40,072 1,306,143 SH   SOLE None 1,306,143 0 0
VALERO ENERGY CORP COM 91913Y100 19,567 184,111 SH   SOLE None 184,111 0 0
VEON LTD SPONSORED ADR 91822M106 2,939 6,388,208 SH   SOLE None 6,388,208 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 28,356 453,767 SH   SOLE None 453,767 0 0