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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
Expires: July 31, 2015
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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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 9,909,698 326,837 SH SOLE 326,837 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106 15,704,486 3,466,774 SH SOLE 3,466,774 0 0
GEO GROUP INC NEW COM 36162J106 10,650,200 364,608 SH SOLE 364,608 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 6,938,187 975,835 SH SOLE 975,835 0 0
HALLADOR ENERGY COMPANY COM 40609P105 17,382,094 1,415,480 SH SOLE 1,415,480 0 0
HALLADOR ENERGY COMPANY COM 40609P105 1,842,000 150,000 SH Call SOLE 150,000 0 0
NATIONAL VISION HLDGS INC COM 63845R107 4,862,764 380,498 SH SOLE 380,498 0 0
O-I GLASS INC COM 67098H104 39,952,155 3,483,187 SH SOLE 3,483,187 0 0
WESTERN DIGITAL CORP COM 958102105 28,714,639 710,231 SH SOLE 710,231 0 0