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

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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 2,757 18,598 SH   SOLE 1 18,598 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 5,645 264,150 SH   SOLE 1 264,150 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 12,326 673,157 SH   SOLE 1 673,157 0 0
GLOBAL INDTY LTD CAYMAN USD CL A SHS G3933F105 40,151 1,043,157 SH   SOLE 1 1,043,157 0 0
KINDER MORGAN INC DEL COM 49456B101 3,768 173,334 SH   SOLE 1 173,334 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 1,289 57,949 SH   SOLE 1 57,949 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 3,473 150,758 SH   SOLE 1 150,758 0 0
PACIFIC DRILLING SA LUXEMBOU SHS NEW L7257P114 215 96,866 SH   SOLE 1 96,866 0 0
POST HLDGS INC COM 737446104 8,137 92,972 SH   SOLE 1 92,972 0 0