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
ABRAXAS PETE CORP COM 003830106 1,703 1,562,475 SH   SOLE   1,562,475 0 0
BABCOCK & WILCOX ENTERPRIS I COM 05614L100 2,951 7,558,951 SH   SOLE   7,558,951 0 0
CALUMET SPECIALTY PRODS PTNR UT LTD PARTNER 131476103 2,829 1,279,968 SH   SOLE   1,279,968 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105 11,395 778,326 SH   SOLE   778,326 0 0
GREEN BRICK PARTNERS INC COM 392709101 8,503 1,174,420 SH   SOLE   1,174,420 0 0
HANGER INC COM NEW 41043F208 17,636 930,653 SH   SOLE   930,653 0 0
HILLTOP HOLDINGS INC COM 432748101 11,394 639,039 SH   SOLE   639,039 0 0
INDEPENDENT BK GROUP INC COM 45384B106 6,179 135,000 SH   SOLE   135,000 0 0
OP BANCORP COM 67109R109 6,787 765,154 SH   SOLE   765,154 0 0
R1 RCM INC COM 749397105 29,745 3,741,540 SH   SOLE   3,741,540 0 0
TELIGENT INC NEW COM 87960W104 363 265,280 SH   SOLE   265,280 0 0
VERSO CORP CL A 92531L207 26,602 1,187,596 SH   SOLE   1,187,596 0 0