The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 6,346 | 2,381 | SH | SOLE | 2,381 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 411 | 100 | SH | SOLE | 100 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 12,050 | 171,705 | SH | SOLE | 171,705 | 0 | 0 | ||
| CNX RES CORP | COM | 12653C108 | 9,256 | 733,469 | SH | SOLE | 733,469 | 0 | 0 | ||
| DISCOVERY INC | COM SER A | 25470F104 | 23,195 | 913,912 | SH | SOLE | 913,912 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 36,747 | 1,440,511 | SH | SOLE | 1,440,511 | 0 | 0 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 383 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 37,116 | 1,814,099 | SH | SOLE | 1,814,099 | 0 | 0 | ||
| FOSTER L B CO | COM | 350060109 | 387 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| FRONTIER COMMUNICATIONS PARE | COM | 35909D109 | 9,595 | 344,265 | SH | SOLE | 344,265 | 0 | 0 | ||
| GULFPORT ENERGY CORP | COMMON SHARES | 402635502 | 1,562 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| KINROSS GOLD CORP | COM | 496902404 | 16,939 | 3,160,216 | SH | SOLE | 3,160,216 | 0 | 0 | ||
| LIBERTY LATIN AMERICA LTD | COM CL C | G9001E128 | 19,516 | 1,487,492 | SH | SOLE | 1,487,492 | 0 | 0 | ||
| LIBERTY LATIN AMERICA LTD | COM CL A | G9001E102 | 10,517 | 804,060 | SH | SOLE | 804,060 | 0 | 0 | ||
| SMART SAND INC | COM | 83191H107 | 624 | 254,539 | SH | SOLE | 254,539 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM | 848574109 | 930 | 21,050 | SH | SOLE | 21,050 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 11,868 | 264,900 | SH | SOLE | 264,900 | 0 | 0 | ||
| UNITED AIRLS HLDGS INC | COM | 910047109 | 8,101 | 170,300 | SH | SOLE | 170,300 | 0 | 0 | ||
| WESTROCK CO | COM | 96145D105 | 11,061 | 221,980 | SH | SOLE | 221,980 | 0 | 0 | ||
| WILLIAMS COS INC | COM | 969457100 | 6,611 | 254,860 | SH | SOLE | 254,860 | 0 | 0 | ||
| YAMANA GOLD INC | COM | 98462Y100 | 10,005 | 2,526,602 | SH | SOLE | 2,526,602 | 0 | 0 | ||