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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 18,902 | 139,294 | SH | SOLE | 139,294 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | *W EXP 01/19/202 | 026874156 | 12,342 | 851,177 | SH | SOLE | 851,177 | 0 | 0 | ||
| GLOBAL INDTY LTD CAYMAN | USD CL A SHS | G3933F105 | 54,573 | 1,400,038 | SH | SOLE | 1,400,038 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 18,120 | 1,025,469 | SH | SOLE | 1,025,469 | 0 | 0 | ||
| LIBERTY LATIN AMERICA LTD | COM CL A | G9001E102 | 3,264 | 170,716 | SH | SOLE | 170,716 | 0 | 0 | ||
| LIBERTY LATIN AMERICA LTD | COM CL C | G9001E128 | 8,104 | 418,142 | SH | SOLE | 418,142 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 19,878 | 231,088 | SH | SOLE | 231,088 | 0 | 0 | ||