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 5,822 49,106 SH   SOLE   49,106 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 5,260 320,761 SH   SOLE   320,761 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 7,240 713,267 SH   SOLE   713,267 0 0
GLOBAL INDTY LTD CAYMAN USD CL A SHS G3933F105 36,010 1,043,157 SH   SOLE   1,043,157 0 0
KINDER MORGAN INC DEL COM 49456B101 3,418 226,963 SH   SOLE   226,963 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 1,127 57,949 SH   SOLE   57,949 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 2,878 150,758 SH   SOLE   150,758 0 0
POST HLDGS INC COM 737446104 6,461 85,288 SH   SOLE   85,288 0 0