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
ADVANCE AUTO PARTS INC COM 00751Y106 17,485 176,262 SH   SOLE   176,262 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 12,166 608,302 SH   SOLE   608,302 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 25,250 1,717,668 SH   SOLE   1,717,668 0 0
GLOBAL INDTY LTD CAYMAN USD CL A SHS G3933F105 59,362 1,400,038 SH   SOLE   1,400,038 0 0
KINDER MORGAN INC DEL COM 49456B101 12,315 642,077 SH   SOLE   642,077 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 4,056 170,716 SH   SOLE   170,716 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 9,743 418,142 SH   SOLE   418,142 0 0
POST HLDGS INC COM 737446104 13,231 149,893 SH   SOLE   149,893 0 0