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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
PNM RES INC COM 69349H107 65,906 1,343,652 SH   SOLE   1,343,652 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 59,666 1,270,578 SH   SOLE   1,270,578 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 60,517 229,300 SH   SOLE   229,300 0 0