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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 52,557 310,162 SH   SOLE   310,162 0 0
ALLEGHANY CORP DEL COM 017175100 7,848 11,523 SH   SOLE   11,523 0 0
ALPHABET INC CAP STK CL C 02079K107 30,145 27,888 SH   SOLE   27,888 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 72,247 705,058 SH   SOLE   705,058 0 0
AMERICAN NATL INS CO COM 028591105 12,376 106,264 SH   SOLE   106,264 0 0
ARCH CAP GROUP LTD ORD G0450A105 8,184 220,718 SH   SOLE   220,718 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 7,909 132,598 SH   SOLE   132,598 0 0
BARRICK GOLD CORPORATION COM 067901108 67,844 4,302,099 SH   SOLE   4,302,099 0 0
BERRY GLOBAL GROUP INC COM 08579W103 64,415 1,224,851 SH   SOLE   1,224,851 0 0
BERRY GLOBAL GROUP INC COM 08579W103 23,140 440,000 SH Call SOLE   440,000 0 0
BOYD GAMING CORP COM 103304101 10,506 389,961 SH   SOLE   389,961 0 0
CANNAE HLDGS INC COM 13765N107 27,989 965,821 SH   SOLE   965,821 0 0
CONSTELLATION BRANDS INC CL A 21036P108 28,376 144,085 SH   SOLE   144,085 0 0
DISNEY WALT CO COM DISNEY 254687106 51,026 365,410 SH   SOLE   365,410 0 0
DOW INC COM 260557103 11,478 232,770 SH   SOLE   232,770 0 0
FACEBOOK INC CL A 30303M102 37,787 195,782 SH   SOLE   195,782 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 32,969 161,136 SH   SOLE   161,136 0 0
LAZARD LTD SHS A G54050102 14,098 409,942 SH   SOLE   409,942 0 0
M & T BK CORP COM 55261F104 8,473 49,822 SH   SOLE   49,822 0 0
MARTIN MARIETTA MATLS INC COM 573284106 60,583 263,278 SH   SOLE   263,278 0 0
NUTRIEN LTD COM 67077M108 18,102 338,612 SH   SOLE   338,612 0 0
PDVWIRELESS INC COM 69290R104 67,174 1,429,221 SH   SOLE   1,429,221 0 0
RED ROCK RESORTS INC CL A 75700L108 29,515 1,374,046 SH   SOLE   1,374,046 0 0
SIMPLY GOOD FOODS CO COM 82900L102 50,774 2,108,545 SH   SOLE   2,108,545 0 0
U S CONCRETE INC COM NEW 90333L201 37,349 751,649 SH   SOLE   751,649 0 0
UBER TECHNOLOGIES INC COM 90353T100 34,363 740,908 SH   SOLE   740,908 0 0
VOYA FINL INC COM 929089100 34,938 631,784 SH   SOLE   631,784 0 0
VULCAN MATLS CO COM 929160109 28,029 204,131 SH   SOLE   204,131 0 0