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
ASPEN AEROGELS INC COM 04523Y105 21,732 2,897,652 SH   SOLE   2,897,652 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V118 1,846 90,577 SH   SOLE   90,577 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 1,197 90,577 SH   SOLE   90,577 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 9,422 205,800 SH   SOLE   205,800 0 0
HEWLETT PACKARD CO COM 428236103 3,842 150,000 SH   SOLE   150,000 0 0
ISTAR INC COM 45031U101 12,908 1,026,103 SH   SOLE   1,026,103 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 355 10,839 SH   SOLE   10,839 0 0
ISHARES TR MSCI EAFE ETF 464287465 528 9,218 SH   SOLE   9,218 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 341 3,126 SH   SOLE   3,126 0 0
KKR & CO L P DEL COM UNITS 48248M102 3,593 214,098 SH   SOLE   214,098 0 0
LIFEPOINT HEALTH INC COM 53219L109 9,019 127,201 SH   SOLE   127,201 0 0
BP PLC SPONSORED ADR 055622104 3,545 116,000 SH   SOLE   116,000 0 0
OHA INVT CORP COM 67091U102 3,431 811,119 SH   SOLE   811,119 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 13,316 280,984 SH   SOLE   280,984 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 689 3,597 SH   SOLE   3,597 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 366 1,472 SH   SOLE   1,472 0 0
STATOIL ASA SPONSORED ADR 85771P102 3,946 271,000 SH   SOLE   271,000 0 0
WCI CMNTYS INC COM PAR $0.01 92923C807 208 9,175 SH   SOLE   9,175 0 0
ENSCO PLC SHS CLASS A G3157S106 16,755 1,190,000 SH   SOLE   1,190,000 0 0
XL GROUP PLC SHS G98290102 18,704 514,990 SH   SOLE   514,990 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 3,017 406,618 SH   SOLE   406,618 0 0
BANK AMER CORP COM 060505104 17,070 1,095,639 SH   SOLE   1,095,639 0 0
CAPITAL BK FINL CORP CL A COM 139794101 22,673 750,000 SH   SOLE   750,000 0 0
CHEVRON CORP NEW COM 166764100 13,435 170,319 SH   SOLE   170,319 0 0
CISCO SYS INC COM 17275R102 4,413 168,100 SH   SOLE   168,100 0 0
ELLINGTON FINANCIAL LLC COM 288522303 3,276 183,210 SH   SOLE   183,210 0 0
GENERAL ELECTRIC CO COM 369604103 1,372 54,400 SH   SOLE   54,400 0 0
GENERAL MTRS CO COM 37045V100 1,049 34,936 SH   SOLE   34,936 0 0
ALLY FINL INC COM 02005N100 4,348 213,325 SH   SOLE   213,325 0 0